PremiumThe Only Chart That Matters... Global Impact Of Trump Tariffs Will Be Determined By Beijing
This article is so good
it's for premium members only.
Does that sound like you?
Already a member? Sign in.
PREMIUM
ONLY $30/MONTH
BILLED ANNUALLY OR $35 MONTHLY
All BASIC features, plus:
- Premium Articles: Dive into subscriber-only content, market analysis, and insights that keep you ahead of the game.
- Access to our Private X Account, The Market Ear analysis, and Newsquawk
- Ad-Free Experience: Enjoy an uninterrupted browsing experience.
PROFESSIONAL
ONLY $125/MONTH
BILLED ANNUALLY OR $150 MONTHLY
All PREMIUM features, plus:
- Research Catalog: Access to our constantly updated research database, via a private Dropbox account (including hedge fund letters, research reports and analyses from all the top Wall Street banks)
While many nations claim to be hard hit by President Trump's tariff-a-palooza, the key focus over the next few days should clearly be China.
As Deutsche Bank's George Saravelos noted earlier, there is no doubt that the big negative surprise today has been the 50%+ tariff rate on China (far worse than expectations) and the key connector economy Vietnam - affecting $600bn worth of manufactured goods to the US combined.
If that's hard to comprehend, perhaps this chart from Goldman will help as this surge in tariffs on Chinese goods is unprecedented...