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 3048 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Earnings 759 Industrials - Capital Goods 620 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Materials - Metals/Mining 792 Metals - Steel 543 Tariffs 1866 U.S. 5399 Vietnam 412

– 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 adapting trade ...

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