#tariffs News & Analysis

You had a miserable 2025 because of tariff inflation. The Iran war will be even worse, top economist says

US inflation jumps in March amid Iran war, Trump tariffs impact

US inflation surged in March, driven by geopolitical tensions including the Iran conflict and Trump administration tariffs. The inflation increase complicates Federal Reserve policy decisions, potentially forcing prioritization of inflation control over economic stimulus measures.

Trump wrote the tariff playbook. Now Iran is using it on the world’s most important oil route.

Iran is implementing tariff-like strategies on critical oil shipping routes, following tactics previously used by Trump. Oil markets are experiencing significant volatility as competing peace proposals create uncertainty in global energy markets.

Trump’s Iran war could hike national debt by $65 million in 60 days, while tariffs add another crushing blow

Beijing considers shipping air defense systems to Iran via third countries as Trump threatens 50% tariffs

Beijing is reportedly considering shipping air defense systems to Iran through third-party nations amid escalating trade tensions with the Trump administration, which has threatened 50% tariffs on Chinese imports. This geopolitical development reflects deepening US-China tensions and could destabilize regional security while creating economic uncertainty that affects global markets, including cryptocurrency and tech sectors.

Trump prepares for China summit amid Iran conflict and tariffs

President Trump is preparing for a summit with China while managing concurrent tensions with Iran and implementing tariff policies. The meeting's outcomes could significantly reshape global trade dynamics, technology regulations, and energy security frameworks, with broad implications for international relations and economic stability.

China’s He Lifeng to hold trade talks with US delegation in South Korea

China's Vice Premier He Lifeng is set to meet with a US delegation in South Korea for trade negotiations. Success could ease US-China economic tensions and stabilize markets, while failure risks reigniting tariff wars with significant global consequences.

China’s April exports rebound 14.1% as trade surplus widens ahead of Trump visit

China's April exports surged 14.1% year-over-year, widening its trade surplus ahead of potential negotiations with the incoming Trump administration. This rebound strengthens China's negotiating position while raising questions about the sustainability of global trade dynamics and potential tariff responses.

Trump says he’ll hike EU auto tariffs to 25%, jolting a world economy that really didn’t need it

Trump announced plans to impose 25% tariffs on EU automobiles, claiming the EU is violating a previously agreed trade deal without specifying details. The threat disrupts global economic stability at a time when markets face multiple headwinds, potentially triggering retaliatory measures and broader trade tensions.

Trump imposes 100% tariffs on imported drugs, EU retaliation uncertain

The Trump administration has implemented 100% tariffs on imported pharmaceuticals, creating significant uncertainty around potential EU retaliation. This trade action threatens to disrupt global pharmaceutical supply chains and strain US-EU relations, with broader implications for international commerce and economic stability.

EU may impose retaliatory tariffs on US goods by September 30 amid tensions

The EU is considering imposing retaliatory tariffs on US goods by September 30 amid escalating trade tensions between the two blocs. This potential trade escalation could increase market uncertainty and create headwinds for US manufacturers while potentially affecting global supply chains.

Tariffs are the new normal, and now most CEOs expect the import taxes to outlast the Trump administration, PwC report finds

A PwC report reveals that corporate CEOs now expect tariffs to persist beyond the Trump administration, marking a fundamental shift from viewing import taxes as temporary measures. This signals businesses are restructuring supply chains and pricing strategies around permanent tariff regimes rather than short-term trade disruptions.

Fed Officials Sound Alarm: Inflation Risks Escalating as Rate Cuts Remain Distant

Federal Reserve officials are warning that inflation risks are escalating due to tariffs and Middle East conflicts, pushing inflation into dangerous territory. Rate cuts appear increasingly unlikely as the Fed maintains its tight monetary policy stance to combat rising inflationary pressures.

Iran threatens long-term strait closure as US plans tariffs

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Eric Wallerstein discusses how geopolitical shifts are emphasizing natural resources as strategic assets, with the US maintaining significant geoeconomic leverage. US tariffs on China are rising sharply, demonstrating America's strategic position in global economic realignments.

Asia scrambles to respond to Trump’s sweeping Section 301 trade probes, which could pave the way for new tariffs

Trump has initiated new Section 301 trade probes targeting Asian countries, potentially leading to additional tariffs. China condemned the probes as protectionist measures, while Malaysia declared its U.S. trade deal 'null and void' in response.

The Treasury may need to borrow an extra $1.6 trillion to cover the hole left by tariff ruling and a pay further $400 billion in debt interest

The U.S. Treasury faces significant borrowing challenges following a Supreme Court ruling on tariffs, requiring an additional $1.6 trillion in borrowing plus $400 billion in debt interest payments. Total deficits are projected to be $2 trillion larger than pre-ruling estimates, creating substantial fiscal pressures.

Trump’s loss of $1.7 trillion in tariff revenue will send the national debt to $58 trillion by 2036, think tank projects

The Supreme Court's invalidation of Trump's import tariffs has eliminated $1.7 trillion in projected tariff revenue, creating a significant gap in federal finances. A think tank projects this revenue loss will contribute to the national debt reaching $58 trillion by 2036.

American consumers are the ultimate losers in the ‘immense mess’ that is $175 billion tariff refund, says Trump’s former commerce secretary

Trump's former commerce secretary Wilbur Ross discusses a Supreme Court ruling regarding a $175 billion tariff refund situation, describing it as an 'immense mess' that ultimately harms American consumers. The ruling apparently creates a loophole that could strengthen Trump's position in future trade negotiations.

Air France will suspend flights to Havana after the U.S. Venezuela strike chokes Cuba’s oil lifeline

Air France is suspending flights to Havana following U.S. actions against Venezuela that have cut off Cuba's oil supply. Trump is now threatening tariffs on any country that ships or sells oil to Cuba, escalating economic pressure on the island nation.

Tariffs meet oil shock: Corporate margins face a new squeeze

Rising tariffs and potential oil price shocks from Iran-related conflicts are creating new financial pressures for corporations. These dual cost pressures add uncertainty to corporate margins and financial planning.

Price predictions 2/23: SPX, DXY, BTC, ETH, XRP, BNB, SOL, DOGE, BCH, ADA

Bitcoin and altcoins experienced a sell-off following US stock market declines as markets reacted to President Trump's announcement of a new 15% global tariff. The article provides price predictions for major cryptocurrencies and traditional market indices amid concerns about potential new 2026 lows.

Crypto Markets Dip Amid US-EU Dispute Over Tariffs

Bitcoin experienced sharp declines over the weekend and failed to recover Monday as cryptocurrency markets faced broad losses. The downturn is attributed to macro uncertainty stemming from trade tensions and tariff disputes between the US and EU.

Supreme Court Reverses Trump Tariffs

The Supreme Court has invalidated Trump's tariff program, leading to rallies in both stock and cryptocurrency markets. The court's decision removes trade barriers that had been impacting market sentiment and economic outlook.

Crypto rebounds after Trump TACO’s on Tariffs! BitGo $2.1B IPO! Solana’s SKR token soars 250% FDV!

Cryptocurrency markets rebounded with major tokens gaining 2-3% after Trump signaled retreat from EU tariff measures, while over $1B in liquidations occurred during the volatility. BitGo announced a $2.1B IPO and several regulatory developments emerged including Hong Kong's new stablecoin framework and Russia recognizing crypto as property.