CPI inflation data is coming out this Friday. At the All-In conference a few weeks back Cathie Wood gave an interesting presentation where she predicted that medium and long term inflation will surprise on the downside because AI and other complimentary technologies like robotics

Interview with Passport CEO Alex Yancher on the latest in supply chain technology, tariffs and AI retailtechpodcast.com/podcast/interv…

Trump just posted on Truth Social that he's terminating trade talks with Canada because they ran an ad with Ronald Reagan trying to influence the upcoming Supreme Court case on the constitutionality of the Administration's tariffs.  There's a couple of big items still outstanding

Some big news in global trade over the weekend for China and Canada: China - Trump / Bessant announced that we're close to a deal with China and it's all but certain the punitive 100% (later raised to 150%) tariffs related to Chinese rare earths won't be enacted Nov. 1st bc

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There's so many low hanging obvious things to do, surprised this number isn't even higher

The rumor seems to be true - the 20% China Fentanyl-linked tariffs are going to be halved in this latest deal with China. That would bring the Chinese baseline tariffs down to 20% (10% reciprocal plus 10% fentanyl). This is the same rate Vietnam has for comparison.

Very savvy move by South Korea to buy down their tariff rate and establish their country as a new alternative hub for manufacturing.

Korea is getting 15% tariffs on autos and auto parts, down from 25% (other categories stay at 15% reciprocal).

BREAKING: Trump confirms fentanyl tariff on China reduced to 10% after Xi summit. Follow our live blog for the latest news and analysis ⤵️ bloomberg.com/news/live-blog…

This isn't getting any media coverage in the west but it's a big deal - 60% of sellers on Amazon-US are Chinese based and the Chinese government is starting to crack down on under-declared earnings. This means the cost structure is effectively changing for the worse for 60% of

You’ll pay a 20% on goods you manufacture in China plus whatever the product specific tariff rate is. That is down from 30% a week ago and 54% in May. Fact sheet for the new agreement at whitehouse.gov/fact-sheets/20…

We started the month with a threat of 100% and here we are...

It’s interesting to see congress is front-running the Supreme Court decision on Trump’s tariffs. Last week, the Senate voted 52–48 to overturn the 50% tariff on Brazilian imports, the one imposed under the Administration’s “national emergency” powers (IEEPA). It's purely a

More information and insight into China cracking down on China-based Amazon sellers not paying taxes in China.

It really all comes down to this in the Supreme Court case around Trumps tariffs. Are these "emergencies", who gets to decide?

Trump’s attorneys told the Supreme Court that, by their reasoning, a future Democratic president could cite a climate emergency to justify massive tariffs on carmakers, punishing the auto industry in the name of saving the planet.

Wow, market rallying over 1% and some apparel stocks like Stitch Fix up 8% on how badly the Supreme Court case is going for the administration's tariffs argument. Also, all betting markets have odds plummeting.

This is the problem with viewing this Supreme Court case as much more than an academic argument, the White House has many options to get back to the same place on tariffs.

What is the legal interpretation for this tariff announced by Trump on Truth Social?: “Canada was caught, red handed, putting up a fraudulent advertisement in Ronald Reagan's Speech on Tariffs. Because of their serious misrepresentation of the facts, and hostile act, I am