Master the Challenges of Trump's Tariff Policies
Explore the intricacies of tariffs with our expertly curated content, designed to illuminate the latest changes and their wide-ranging impacts. Our team delivers in-depth analyses and practical insights to unravel the economic effects of tariffs across various sectors. Arm yourself with the essential knowledge to confidently navigate the complexities of today’s market and make informed strategic decisions.
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Technology: Our Thoughts on Trump Tariffs 2.0
Explore the impact of Trump’s new tariffs on the tech sector, focusing on effects on PC and server imports from Mexico, shifting import shares from China, and repercussions for hardware OEMs, EMS companies, and future semiconductor tariffs.
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The Future of Oil: Exploring Tariffs and Supply Challenges
Tune into this episode where our experts explore the complexities of the oil market in 2025, focusing on the effects of U.S. tariffs on Canadian oil, Trump’s energy policies, and global supply and demand trends.
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U.S. COTD: Tariffs Trump 2.0
Explore the complex process of the Trump administration’s new tariff implementations. Gain insight into the U.S. tariff landscape and its implications by comparing policies with key trade partners in Europe, North America, and Asia.
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EMEA Secondary: Markets regain ground on Mexican tariff postponement; iTraxx at 295
Uncover the market rebound story as US tariff postponements boost European markets—get key insights on the iTraxx index, corporate bonds, and the impact on equities, yields, and currencies in today’s financial landscape.
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Trump 2.0: Navigating the US-China Policy Shifts
Don’t miss this valuable episode where we explore the implications of Trump’s inauguration speech on US-China trade relations, discussing the potential impact of his gradual approach to tariffs and China’s possible retaliatory measures on global markets.
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European Autos: U.S. Tariff Impact
Examine how recent tariffs have affected companies like VW, Mercedes-Benz, BMW, and Stellantis, while uncovering the influence geopolitical tensions have on market dynamics and potential investment opportunities in EUR IG autos.
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Terrific Tariffs: Unpacking Economic Impacts
Don’t miss this podcast episode where our experts explore the economic implications of US tariffs on global markets, the strong dollar’s paradox, evolving US policies, and how these factors could shape the financial future.
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EMEA Secondary: Investors watch high-yield from the sidelines as US tariffs unsettle markets; indices in the red
Dive into the latest analysis on how US tariffs are shaking up European markets, impacting indices and high-yield bonds—discover why investors are playing it safe and staying on the sidelines.
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Asia Credit Wrap: Market Movers, Earnings, & Trump's First Fortnight Impact
Watch our webinar replay to gain valuable insights into strategic credit updates, reactions to Trump’s policies, financial forecasts for Korea and Macau, fresh analyses on Thai oil & gas, and exclusive takeaways from Indonesian SoEs meetings.
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China Macro: Quick Take on U.S. Tariff
Explore the strategic implications of President Trump’s 10% tariff on Chinese imports—understand its impact on China’s economy, potential retaliatory measures, and the ripple effects on global markets and policies.
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A&D: Initial Look at Tariff Impact
Uncover the potential consequences of Trump’s tariffs on Canada, Mexico, and China—gain insights into how these measures may affect the aerospace sector and why the impact is more manageable compared to the automotive industry.
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EM Sovereigns: Riding the Waves of Change
Tune into this podcast episode for valuable insights on the standout performance and future outlook of emerging market sovereigns, as we explore key drivers, potential challenges, and strategic recommendations for 2025.
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Trump's Trade Tariffs: Global and Regional Implications, and Scenarios
Watch our webinar to explore the impact of President Trump’s trade tariffs on Canada, Mexico, and China, and potential escalation scenarios.
Quick View: Mainland China Growth Forecast Maintained Despite Trump Tariffs
Witness a pivotal shift in global trade as President Trump enacts a 10% tariff on Chinese imports, sparking strategic responses from Beijing, Canada, and Mexico, and setting the stage for transformative market dynamics.
Q&A: Initial Thoughts on the US-Mexico Trade War
Explore Mexico’s strategic retaliatory measures after President Trump announces a 25% tariff on Mexican exports, effective February 4.
EMs: Trump Trade Shock Will Roil Markets
Uncover how President Trump’s bold tariffs promise market volatility and significant economic impact, with Mexico facing a potential 1-2% GDP contraction if sustained through 2025.