President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”

- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.

CNBC 2025-04-10 Dan Mangan

Context & Ripple Effects

This follows Trump’s April 7 threat to add a further 50% tariff on China unless Beijing withdrew its own retaliatory measures. The policy now creates a clear split between a temporary baseline for most trading partners and sharply escalated treatment of China.

It matters because the pause preserves room for country-by-country negotiation while making the U.S.-China trade dispute the immediate pressure point for importers and global supply chains.

First-order effects

Importers of Chinese goods face an immediate 125% U.S. tariff, raising the cost of China-origin products relative to goods sourced from countries subject to the temporary 10% rate.
Most other affected countries receive a 90-day reprieve from the full reciprocal-tariff schedule, but still face the lowered 10% tariff during the pause.

Second-order effects

The gap in tariff treatment gives companies an immediate incentive to reassess sourcing, inventory, and supplier contracts, especially where equivalent inputs can be obtained outside China.
Trading partners have a limited negotiating window to seek better terms, while China-focused manufacturers confront greater pricing and margin pressure than peers with more diversified supply chains.

Third-order effects

If repeated pauses and country-specific rates become the norm, tariff policy may function less as a stable import rule and more as a recurring bargaining mechanism, increasing planning uncertainty for multinational manufacturers.
The episode reinforces a bifurcation risk in trade flows: firms may increasingly treat China exposure as a distinct cost and policy-risk category rather than one component of a global sourcing network.

The trend: This is one data point in the shift from broad trade liberalization toward tariffs used as flexible leverage in bilateral economic competition, especially between the U.S. and China.

Discussion

@craigipedia Craig Harrington on bluesky
At the same time, Trump raised tariffs on Chinese goods to 125% “effective immediately.” The U.S. economy cannot survive decoupling with China like this without creating a recession. — Huge losses in distribution workforce... but hey, 90-day pause on tariffs with Lesotho! www.…
@chancehmiller Chance Miller on threads
AAPL is up 12% on this, but it still seems like they are more exposed than just about anyone. There is iPhone/Apple Watch/AirPods production in countries like India and Vietnam, but the vast majority of iPhones in particular still come from China.
@howardlutnick Howard Lutnick on x
Scott Bessent and I sat with the President while he wrote one of the most extraordinary Truth posts of his Presidency. The world is ready to work with President Trump to fix global trade, and China has chosen the opposite direction. [image]
@whitehouse @whitehouse on x
DO NOT RETALIATE AND YOU WILL BE REWARDED
@rapidresponse47 @rapidresponse47 on x
WATCH IN FULL: @SecScottBessent and @PressSec brief the media on @POTUS's tariffs announcement [video]
@secscottbessent @secscottbessent on x
President Trump recognizes that economic security is national security. We must reclaim control of the manufacturing, production and supply chains of critical supplies and resources to finally put America First after decades of abuse. [video]
@stephenm Stephen Miller on x
The days of China pillaging America are over.
@alexberenson Alex Berenson on x
Just stop, you got what you wanted, you don't have to kiss his ass This month has caused real pain and uncertainty to people with few thousands or tens of thousands of dollars in stocks: money for retirement or kids's college. It's not a game for them. And they're still down 10%
@whitehouse @whitehouse on x
👀
@rapidresponse47 @rapidresponse47 on x
REPORTER: Chuck Schumer and Nancy Pelosi, they've been talking about tariffs for decades... do you see this double standard? @POTUS: “Chuck Schumer and Nancy Pelosi—Crazy Nancy—they've wanted to do this for years, but they never had a president that had the guts to do it.” [video…
@patrickmcgee_ Patrick McGee on x
Can @tim_cook save @Apple from Being Crushed by Trump? My essay in the @nytimes today, on the biggest threat to Apple since Steve Jobs returned to the company in 1997. https://www.nytimes.com/... [image]
@whitehouse @whitehouse on x
NEW TRUTH SOCIAL FROM PRESIDENT TRUMP: 🇨🇳125% TARIFF ON CHINA 🌎90-DAY PAUSE & LOWERED 10% RECIPROCAL TARIFF FOR OTHER COUNTRIES 🚨EFFECTIVE IMMEDIATELY [image]
@byzgeneral @byzgeneral on x
> destroy global economy > destroy bond market > start cold war with China ... > stop destroying global economy > still be in cold war with China > “We won, it was 4D chess all along” ???
@tszzl Roon on x
it's funny that people have to pretend chinese imports are cheap plastic trinkets like it's the 90s as though we don't import a dizzying array of complex consumer electronics, industrial machinery, even ai models
@stevesi Steven Sinofsky on x
When it comes to tariffs, China is a special case
@oren_cass Oren Cass on x
1/ Today's moves, doubling down on the 10% global tariff and temporarily suspending reciprocal tariffs as promising negotiations proceed, have greatly strengthened the foundation of the president's vital push to address the failures of the international economy. [image]
@greg_ip Greg Ip on x
Rule of thumb for import elasticity of tariffs is 1, i.e. 1 point increase in tariff decreases imports by 1%. Even before today I had thought the effect becomes non-linear at ever higher rates. So with tariffs on China at 125%, do imports fall to zero? Is it a de facto embargo?
@repcarlos Rep. Carlos A. Gimenez on x
🚨NEWS —> It's GREAT NEWS that @POTUS is applying a 125% tariff on Communist #China. President Trump is a BUSINESSMAN who is fighting to protect America & STOP Communist #China's cheating — tariffs are a tool to implement his masterful Art of the Deal! America First!🇺🇸 [video]
@chamath Chamath Palihapitiya on x
This is probably a good time to remind everyone that US AI companies try to honor copyright laws for pre-training our best models while the Chinese models do not. If there is a level playing field, American companies will most assuredly win the AI race.
@rohanspatel Rohan Patel on x
The world has a crisis in confidence in you and your boss. He announced a pause on one of the dumbest economic policies ever enacted, and we got nothing out of it other than... 1. a loss of trust from allies 2. frozen business investments (at least for 90 days) 3. evidence
@walshfreedom Joe Walsh on x
Hey @BillAckman, I really wonder if even YOU get embarrassed tweeting something like this. I want to believe you do. But I doubt it.
@pattymurray Senator Patty Murray on x
Guess what? A 10% tariff on the world is STILL a MAJOR blow to small businesses and consumers. And raising tariffs on China to 125% with NO PLAN is a recipe for disaster. Small businesses like grocery stores run on thin margins. Congress NEEDS to reverse these tariffs.
@mattbruenig Matt Bruenig on x
It's so funny that Trump makes all the right-wing content guys spend days arguing why the tariffs are absolutely necessary and crucial to everything that is important about American civilization and then doesn't do them.
@kasparov63 Garry Kasparov on x
The benefit of Donald Trump's approach is that we now understand who are sycophants who will find a way to praise him no matter what, no matter how clear it is he has no real plan, and no matter how much damage and chaos he creates for Americans and the world.
@stephenm Stephen Miller on x
President Trump's master strategy, bold statesmanship and brilliant tactical planning has done more to reform broken international trade in days than anyone has achieved in decades while economically and politically isolating the global architect of economic aggression: China.
@richardhanania Richard Hanania on x
Put tariffs on countries, and if they do nothing say good job never mind? I can't take how stupid they are.
@jamie1coutts @jamie1coutts on x
Today's breadth on the S&P 500 was remarkable, with 98% of the stocks in the index closing higher. How has the SPX historically performed after hitting 1-year lows and then rallying with a breadth thrust of this magnitude? The sample size is small, but here are the occurrences. […
@kidehen Kingsley Uyi Idehen on x
Yep! Tariffs aren't the solution, since the core problem is much more complex. I desperately hope this is already known to the professionals that offer advice on government trade policy.
@maggienyt Maggie Haberman on x
Flying aboard AF1 with Trump on Sunday, Bessent told him that he should shift to discussing negotiations but also needed to clarify the end game because the markets were melting. Two days later and work by Bessent, Vance and others, Trump blinked. https://www.nytimes.com/...
@noahpinion Noah Smith on x
Most of our imports from China are intermediate goods used in production.
@krassenstein Brian Krassenstein on x
BREAKING: The White House caves on most tariffs—then calls it “The Art of the Deal.” You can't make this up. These are the most dangerously incompetent people I've ever seen: - Disrupted global supply chains - Sent American companies into a panic - Tanked global markets - [video]
@rabois Keith Rabois on x
I explain the tariff goals & tactics. Recommend 10% and aggressive China tariffs too:)
@jamessurowiecki James Surowiecki on x
Since Liberation Day, yields are higher. The market is down 4%. American businesses and consumers have been slapped with roughly a 20% tax on imports. American exports have been effectively frozen out of China. And we haven't actually gotten any major concessions yet.
@charliekirk11 Charlie Kirk on x
The world was waiting for America to lead against China. They've been ready and willing to unite against the CCP. President Trump is finally bringing that leadership to the world stage. Every move made up until now has been a buildup to focus on China.
@nntaleb Nassim Nicholas Taleb on x
So if you look at Value Added the U.S. loses more than China. We've known that practically for 100 y & theoretically since Ricardo, before Nerollulus came with rejects for advisors. And saying America's best years were 1870-1913 is factually wrong: GDP per cap. up 700% since.
@rapidresponse47 @rapidresponse47 on x
.@howardlutnick: “We have a 10% tariff around the world today and we are calling out China because they are going in a different direction. We're going to work with each of these countries and we're going to come up with a great deal for America.” [video]
@rapidresponse47 @rapidresponse47 on x
Secretary @howardlutnick: “China chose the path of going against @POTUS. He said don't retaliate... and that's what happened... We are their biggest client by FAR... they can't afford to be without us, and that's where we are today.” [video]
@acyn @acyn on x
Gasparino: Let's be clear what happened, who capitulated here and why? You know, I don't want to say this because I am a patriot, I am an American, but it is The White House who capitulated based on everything I hear and all my sources [video]
@mattyglesias Matthew Yglesias on x
The 10 percent global tariff is a less-bad idea than “reciprocal” tariffs based on a nonsense formula, but it's still a recipe for raising costs for consumers and business whose only policy rational is Peter Navarro's crackpot theories.
@thestalwart Joe Weisenthal on x
@CGasparino @SecScottBessent Rate are higher than they were a week ago, while stocks are still lower. This is in an environment where many people are worried about interest expense, and also in direct contravention of Bessent's stated goal of lower rates to help releverage the pr…
@spectatorindex @spectatorindex on x
BREAKING: US Treasury Secretary Bessent says 'this was Trump's strategy all along, you might even say he goaded China into a bad position'.
@jasonfurman Jason Furman on x
I don't think people realize that in important respects tariffs are now higher & more inflationary than what was announced on last Wednesday. Since then we've gone from 54% to 125% on China, our 3rd largest trading partner. That outweighs delaying the increases on 70+ others.
@secscottbessent @secscottbessent on x
As I've said in the past, no one creates leverage for himself like @POTUS. [image]
@annaeconomist Anna Wong on x
We calculated that post Trump “put” today, the tariff mix is actually worse —China exports more consumer goods to US than other countries, so boosting that (to 125%) relative to others will boost the hit to consumption goods. [image]
@patrickmoorhead Patrick Moorhead on x
It's very hard for American companies to do business in China. I considered opening an outpost there and didn't for many of the reasons @stevesi outlines in his analysis.
@whitehouse @whitehouse on x
LET HIM COOK! 😤 [image]
@emeriticus Pedro L. Gonzalez on x
The level of dishonesty you're seeing from people like Bill Ackman now is insane. This is like people telling you that Joe Biden was actually totally lucid and in control. They know they're lying, they know their lies are going to cause more damage, and they don't care at all.
@afneil Andrew Neil on x
What deal?
@drjstrategy James E. Thorne on x
Hat tip to President Trump and team. President Trump's recent announcement of a 90-day pause on tariffs for over 75 countries, excluding China, reflects his negotiation strategy, often described as “The Art of the Deal.” By lowering tariffs to 10% for most nations, Trump has
@cgasparino Charles Gasparino on x
I dont think you can downplay how lucky we are to have @SecScottBessent at Treasury. Yellen had no clue about markets, particularly how bonds trade and what they mean to the economy's plumbing. To re-align trade, which everyone appears to agree is necessary, you need someone that
@rapidresponse47 @rapidresponse47 on x
.@POTUS: “A deal is going to be made with everyone and they will be fair deals... They weren't fair to the United States. They were sucking us dry and you can't do that... People took advantage of our country and ripped us off for decades.” [video]
@howardlutnick Howard Lutnick on x
Never bet against Donald Trump. Never bet against America.
@whitehouse @whitehouse on x
🇺🇸 @SecScottBessent: “The successful negotiating strategy that @POTUS implemented a week ago today, it has brought more than 75 countries forward to negotiate.... Every country in the world who wants to come and negotiate, we are willing to hear you.” WATCH ⬇️ [video]
@whitehouse @whitehouse on x
BE COOL. @SecScottBessent @HowardLutnick [image]
@bernstein Joe Bernstein on x
Me to my 4 year old after my 2 year old kicks him in the face
@cliffordasness Clifford Asness on x
For me, one of the main benefits of making some money is not having to wear a gimp suit for anybody. To each his own.
@billackman Bill Ackman on x
Time is not China's friend. Every U.S. company that sources products in China is in the process of finding alternative suppliers. Supply chains are time consuming and can be expensive and challenging to move. Once moved, they are sticky. Tick tock.
@billackman Bill Ackman on x
The benefit of @realDonaldTrump's approach is that we now understand who are our preferred trading partners, and who the problems are. China has shown themselves to be a bad actor. Our counterparties also have a taste of what life is like if they don't take down their trade
@speakerjohnson Speaker Mike Johnson on x
Behold the “Art of the Deal.” President Trump has created leverage, brought MANY countries to the table, and will deliver for American workers, American manufacturers, and America's future! [image]
@gopmajoritywhip Tom Emmer on x
.@POTUS knows the art of the deal. He strengthened the United States' negotiating power and has masterfully positioned American workers back on top. The days of the United States being ripped off by other nations are OVER.
@cgasparino Charles Gasparino on x
Scoop: @WhiteHouse officials now concede the potential @tiktok_us deal — sale to a US company by the Chinese—is off the table for the foreseeable future and maybe forever as we go to a trade war focused totally on the Chinese. Story developing
@atabarrok Alex Tabarrok on x
It's absurd that in a supposed democracy we are subject to one person's daily whims. [image]
@jamessurowiecki James Surowiecki on x
It's grotesque that the fate of many trillions of dollars of investment and business activity in the U.S. is now entirely dependent on the whims of one man, and a capricious, ill-informed man at that. [image]
@justinwolfers Justin Wolfers on x
TRUMP CAUSES STOCKS TO SOAR* * by delaying his signature policy for 90 days. (Imagine what would happen if he ripped it up altogether.) [image]
@thestalwart Joe Weisenthal on x
Bessent says that the tariff pause is not because of the market volatility
@elerianm Mohamed A. El-Erian on x
Per the Nasdaq chart below, the stock market is responding enthusiastically to President Trump's announcement that he will drop tariff rates to the universal 10% for 90 days for all countries except China. For the turnaround to continue in the next few days, those seeing these [i…
@mattyglesias Matthew Yglesias on x
Halting the tariffs seems better than going forward with them, but again how on earth are you expecting anyone to invest in any new manufacturing if there's no telling what policy will be tomorrow?
@modeledbehavior Adam Ozimek on x
Keep in mind, the tariffs were good, but ending the tariffs having achieved nothing is also good. [image]
@byrnehobart Byrne Hobart on x
People are saying Trump “blinked,” and while he did cut tariffs on almost every country, he also raised them for China. So technically he winked.
@justinwolfers Justin Wolfers on x
Maybe the true tariffs were the friends we made along the way.
@justinwolfers Justin Wolfers on x
Trump calls off reciprocal tariffs for 90 days. Doubles down on tariffs with China, now with a 125% tariff. Continues to impose a 10% tariff on the rest of the world. Despite the pause, the U.S. remains the highest tariff industrialized country. [image]
@chadbown Chad P. Bown on x
This time our Tariff Chart update was accurate for 40 minutes before the President changed US tariffs again. [image]
@billackman Bill Ackman on x
Thank you on behalf of all Americans.
@johnedeaton1 John E Deaton on x
👏 to folks like Bill, who supported @realDonaldTrump, but spoke out and used his voice to support a pause while negotiations continued.
@billackman Bill Ackman on x
.@SecScottBessent rocks!
@mattyglesias Matthew Yglesias on x
10 percent tariffs on everything was, in fact, the bad Trump trade proposal that we warned you about during the election. https://www.slowboring.com/...
@adamscochran Adam Cochran on x
Lmao so only lowered the tariff to 10% and called it a “pause” Added Canada and Mexico. And raised it to 125% on China. So this is actually *worse* for America's blended tariff rate and total trade than it was before... Seems like a decent rally to short 🤷‍♂️
@tier10k @tier10k on x
*TRUMP: RAISING TARIFF CHARGED TO CHINA TO 125% EFFECTIVE IMMEDIATELY *TRUMP: MORE THAN 75 COUNTRIES IN CONTACT WITH US TO NEGOTIATE *TRUMP: AUTHORIZED 90 DAY PAUSE, LOWERED RECIPROCAL TARIFF OF 10% Trade war against China only, for now [image]
@danprimack Dan Primack on x
Sounds like Canada and EU go back to 10% baseline
@teroterotero Tero Kuittinen on x
OK, Apple is up 11% because China tariffs jumped to 125%. Because Indian tariffs collapsed. But Apple has 80% of its production in China.
@danprimack Dan Primack on x
Big question right now: Trump post says the 90-day pause is for countries that haven't retaliated. Does that include EU? Canada?
@paulg Paul Graham on x
Trade wars often turn into real wars. I wonder if this is the point where China blockades Taiwan.
@levie Aaron Levie on x
It does no good to dunk on someone you're on the titanic with. But I do think it's useful to learn from things as a civilization. [image]
@chamath Chamath Palihapitiya on x
As many problems as the USA may have, I would say China's are worse: 1. China is seeing the slowest growth they've had in decades. 2. Their attractiveness as a recipient of Foreign Domestic Investment has come to a halt. 3. They have a very difficult demographic problem of too…
@atabarrok Alex Tabarrok on x
To improve the manufacturing sector we need to increase productivity, reduce the cost of energy and speed permitting. Not devalue the currency or limit trade. https://marginalrevolution.com/ ...
r/IRstudies r on reddit
Inside Trump's Reversal on Tariffs: From ‘Be Cool!’ to ‘Getting Yippy’ - Economic turmoil, particularly a rapid rise in government bond yields …
r/allinspanish r on reddit
El Cheeto empieza a manchar los pantalones (más que de costumbre)
r/StockMarket r on reddit
There is no safe haven. Only Trump's instinctual moves from now on.
r/USNEWS r on reddit
Trump suddenly backs off global tariff plan after days of economic and market turmoil
r/LibertarianUncensored r on reddit
Here we go AGAIN.
r/ThePeoplesPress r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/bangalore r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/internationalpolitics r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/CustomsBroker r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/DJTSTOCK r on reddit
🚨 Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/China_irl r on reddit
川普涨停全面关税， ; 对所有国家 ; 将至10%，继续中国125%关税
r/PoliticalOptimism r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/InternationalNews r on reddit
Trump temporarily drops tariffs to 10% for most countries, hits China harder with 125%
r/politics r on reddit
Stocks going back up as Trump pauses tariffs for some countries..
r/China r on reddit
Trump announces 90-day pause on some tariffs for 75 non-retaliating countries.The duties faced by China will now rise to 125% effective immediately.
r/TheSecondTerm r on reddit
Trump announces 90-day tariff pause for at least some countries
r/thedavidpakmanshow r on reddit
Trump announces 90-day tariff pause for at least some countries
r/LeopardsAteMyFace r on reddit
I won't blink - Donald J Trump
r/PrepperIntel r on reddit
Trump drops tariffs to 10% on some countries for 90 days while raising China to 125%
r/robursa r on reddit
Trump announces 90-day tariff pause for at least some countries
r/VietNam r on reddit
Trump announces 90 day pause for all tariffs except for China
r/Economics r on reddit
Trump announces 90-day tariff pause for at least some countries
r/Law_and_Politics r on reddit
Trump announces 90-day tariff pause for at least some countries
r/neoliberal r on reddit
Trump announces 90-day pause on tariffs for non-retaliating countries
r/AMD_Stock r on reddit
Trump announces 90-day tariff pause for at least some countries
r/centrist r on reddit
CNBC: Trump announces 90-day tariff pause for at least some countries
r/politics r on reddit
Trump announces 90-day pause on tariffs for all trading partners except for China
r/MarchAgainstTrump r on reddit
Trump announces 90-day tariff pause for at least some count
r/moderatepolitics r on reddit
Trump announces 90-day tariff pause for at least some countries
r/USNewsHub r on reddit
Trump announces 90-day tariff pause for at least some countries
r/AnythingGoesNews r on reddit
Trump announces 90-day tariff pause for at least some countries
r/news r on reddit
Trump announces 90 day tariff pause
r/ukpolitics r on reddit
Trump puts a 90 day pause on 10% tariffs on the UK
@carnage4life Dare Obasanjo on bluesky
Trump blinked and the stock market is back to where it was last week. Still down for the year but its baby steps in ending his war on our 401(K)s. [images]
@agiletortoise@mastodon.social Greg Pierce on mastodon
Tariff season Not tariff season Tariff season Not tariff season Tariff season Not tariff season [GIF from Looney Tunes: Duck season -Rabbit season]
@apompliano Anthony Pompliano on x
So all that fear-mongering from Wall Street was a complete overreaction? Shocker.
@jamessurowiecki James Surowiecki on x
I'm not sure it's possible to miss the point of what happened today more completely than this tweet does.
@ojblanchard1 Olivier Blanchard on x
I cannot resist reposting this.... Stock market crashed indeed led to retreat on tariffs (presented, as forecast, as a major victory... The art of the deal), and a stock market jump... But am I the only one to think that things are not rosy, that the conflict with China is
@jamessurowiecki James Surowiecki on x
“Markets kept saying the tariffs would be disastrous. When the tariffs were lifted, markets rallied. Take that, markets!”
@adamscochran Adam Cochran on x
Even with 125% tariffs staying on China, JD and BABA are up like 5%+ Tells you this is a lot about a positioning rally and not pricing reality.
@jimcramer Jim Cramer on x
Apple, Mother of all Short Squeezes
@richardhanania Richard Hanania on x
I'm genuinely relieved that it appears likely that Trump has been pumping and crashing the market in order to profit from it. It'll eventually stop working and he'll find a new scam. It's better than him actually being committed to tariffs.
@thestalwart Joe Weisenthal on x
The pullback from the brink may stem the market tailspin. But still the big question to me is what did the last several weeks do to business investment, hiring etc. + We now have tariffs on everyone. Gigantic tariffs on China. And another ~90 days of other uncertainty.
@marcofoster_ Marco Foster on x
JUST NOW: Rep Steven Horsford GRILLS Jamieson Greer on Donald Trump's tariff reversal: “Is this market manipulation? If it's not market manipulation, what is it? Who's benefiting? What billionaire just got richer?” [video]
@coffeebreak_yt Coffeezilla on x
lmao - Trump frontran his own announcement to pause tariffs by saying it's a “GREAT TIME TO BUY!” 3 hours before huge news for stocks hit. this is levels of insanity we've never seen before. [image]
@rephorsford Rep. Steven Horsford on x
Let's break down what happened in America today. At 9:37 a.m., Trump told his followers to buy stocks. 🧵👇🏾 [image]
@thestalwart Joe Weisenthal on x
Completely agree with this take. Last night wasn't some global veto of the tariffs. It was panicked, low-liquidity trading, like we saw in March 2020.
@conorsen Conor Sen on x
I have a nitpick about the bond vigilantes claim — it was systemic stress/deleveraging that happened to wreak havoc in global bond markets this week that forced the issue, not some discretionary fundamental repricing of government long bonds.
@timsteno Tim Stenovec on x
Someone please explain to me why Apple is rallying when China is not part of this pause and Trump raised tariffs to 125%. [image]
@hblodget Henry Blodget on x
Because Apple can move some iPhone production to India to serve US demand and keep making the rest in China for rest of world! And also because China tariffs will soon be a lot lower.
@senadamschiff Adam Schiff on x
Trump is creating giant market fluctuations with his on-again, off-again tariffs. These constant gyrations in policy provide dangerous opportunities for insider trading. Who in the administration knew about Trump's latest tariff flip flop ahead of time? Did anyone buy or sell …
@morningbrew @morningbrew on x
Apple (+15.3%) just had its best day since 1998 [image]
@thestalwart Joe Weisenthal on x
Biggest Nasdaq rally since January 2001
@morningbrew @morningbrew on x
The Nasdaq just had its best day since 2001 It's the index's 2nd best day in HISTORY [image]
@ronfilipkowski Ron Filipkowski on x
Trump tells his followers to buy stock in the morning, minutes after the market opens, then announces he is pausing tariffs 4 hours later. Nothing to see here. [image]
@richisunak Bharat Simpson on x
“The company lobbied Indian airport authorities to cut to six hours the time needed to clear customs at the Chennai airport in the southern state of Tamil Nadu, down from 30 hours"https://www.reuters.com/ ...
@adityakalra Aditya Kalra on x
How did Apple navigate Trump tariffs? Six chartered cargo flights with 1.5 million phones weighing 600 tonnes from India to US. A “green corridor” for faster shipment clearance. Factories open on Sunday. A look at Apple's strategy. @MunsifV @abhijithg4 https://www.reuters.com/...
r/technology r on reddit
Apple airlifts 600 tons of iPhones from India ‘to beat’ Trump tariffs, sources say | Reuters
r/politics r on reddit
Apple airlifts 600 tons of iPhones from India ‘to beat’ Trump tariffs, sources say
r/worldnews r on reddit
Apple airlifts 600 tons of iPhones from India ‘to beat’ Trump tariffs.
Gameranx Dennis Patrick on x
Nintendo Reportedly Imported Over 700K Switch 2 Units To USA In February
@6d6f636869 Takashi Mochizuki on x
NEW: Data show Nintendo allocating almost entire made-in-Vietnam game consoles to the US, which is in stark contrast with months before, as it tries to find ways to get around Trump tariff on goods from China. Story is free for a week. https://www.bloomberg.com/... [image]
r/NintendoSwitch2 r on reddit
Nintendo Gains Time to Prep Switch 2 Debut With Tariff Pause
@dylan522p Dylan Patel on x
The tariffs are much more complicated than they seem Industry and the market are misunderstanding the ramifications We cover everything from fabs to packaging to servers to cables to optical modules to datacenter equipment The impacts differ greatly We also found a huge loophole
@beuvingjordy Jordy Beuving on x
🌐 ⚠️ 📊 👇 @SemiAnalysis_ on Tariffs impact That's really fast @dylan522p @SKundojjala ! Summary below, full read link here: https://semianalysis.com/... [image]
@rwang07 Ray Wang on x
Great piece by @SemiAnalysis_ Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment https://semianalysis.com/...
@semianalysis_ @semianalysis_ on x
Tariff Armageddon? GPU Loopholes Mexico Supply Chain Shift Wafer Fab Equipment Optical Module Pricing UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Cooling, Pumps OEM & ODM Supply Chain Softbank Impact Nvidia Balance Sheet Usage https://semianalysis.com…
@jordannanos Jordan Nanos on x
Banger from @SemiAnalysis_ GPU servers from Mexico are exempt from recent tariffs under USMCA regardless of country of origin [image]

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