Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays — Panjiva
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Supply Chain Edge: Trump’s tariff opportunities, slashed rebates, early holidays

China 3053 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Earnings 759 Industrials - Capital Goods 623 Info Tech - Comms Equip 264 Info Tech - Tech Hardware 866 Materials - Metals/Mining 796 Metals - Steel 544 Tariffs 1870 U.S. 5404 Vietnam 414

– In new research this week, we continue our investigation of the tariff risks and opportunities that may emerge under the incoming US administration of President-elect Donald Trump. Various tariff measures are available to the president, ranging from plain antidumping cases through the invocation of emergency powers. Tariffs on imports from mainland China could surge to 60%, covering products such as laptops and phones that have thus far been immune — a further drop in mainland China’s share of US imports is expected.
– The mainland Chinese government has also been ...

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