trade policy

Whirlpool suspends dividend, cuts earnings guidance 50% amid tariff pressure, inflation, and collapsing appliance demand. Stock plummets 20%.

Trump tariff policies and de minimis loophole closure structurally advantage Amazon while exposing Alibaba's AliExpress to significant headwinds.

Federal Reserve research confirms Trump's 2025 tariffs caused 3.1% core goods inflation spike with complete consumer pass-through, contributing 0.8% to broader core PCE.

Nvidia gains U.S. approval to resume Chinese chip exports after year-long ban, planning H200 shipments within weeks and Blackwell approval by 2026.

Institutional investors cut TSMC holdings by 2.8% in Q4 2025, citing profit-taking, rebalancing, and Trump tariff concerns despite the chip giant's AI dominance.

Trump's proposed 15% global tariff would raise costs for importers across industrials, automotive, and consumer goods, potentially pressuring margins and stock valuations.

Supreme Court voids Trump's tariffs in 6-3 decision. Tech and consumer stocks poised to benefit from lower costs, while domestic manufacturers face increased competition.

Supreme Court rejects tariffs, boosting retail outlook. Costco, Five Below, and Wayfair positioned to benefit from reduced cost pressures and improved margin stability.

Apple faces new supply chain challenges as expired tariff exemptions and escalating global tariffs force the company to reassess manufacturing strategies and U.S. investment plans.

Trump administration pursues alternative tariff strategies after Supreme Court ruling limits executive power, implementing duties under different legal provisions while economic growth slows and inflation persists.

Supreme Court ruled 6-3 that President Trump lacked authority to impose tariffs without congressional approval, sparking market rally as trade barriers are invalidated.

Ferroglobe beat Q4 earnings forecasts with $329M revenue and raised its dividend 7%, buoyed by new anti-dumping trade duties supporting specialty metals pricing.