How Will New Tariff Rates Impact the US Economy? | Presented by CME Group
The U.S. Supreme Court struck down the previous tariff framework in February, prompting the Treasury to impose new temporary import surcharges. These surcharges, announced by the administration, apply across a wide range of goods and are intended as a stop‑gap measure while longer‑term trade policy is debated. CME Group’s analysis highlights how the tariffs could raise import costs, feed into consumer prices, and alter corporate earnings expectations. Equity markets have already shown mixed reactions, with sectors sensitive to import costs experiencing volatility.
Investors Rotate From Mag 7 to HALO | Presented by CME Group
Investors are rotating away from the concentrated, AI-driven ‘Mag 7’—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla—toward asset-heavy sectors dubbed ‘HALO’ (utilities, energy, materials, industrials and consumer staples) that are seen as less vulnerable to rapid technological disruption. The HALO...
China Seeks Stable US Ties Despite War in Iran
China’s foreign minister, Wang Yi, used a marathon press briefing at the Two Sessions to reiterate calls for an immediate ceasefire in the Israel‑Iran conflict and to urge major powers to play constructive roles, while taking a veiled swipe at...