Browsing Tag
tariffs
22 posts
Why Trump’s next tariff move could shock markets and allies again
Trump’s tariff Plan C could reshape U.S. trade policy, global supply chains, inflation pressure and North American negotiations.
Why Trump’s 50% Canada tariffs could reignite a North American trade war
Trump’s 50% Canada tariffs could test USMCA, raise consumer costs and escalate trade tensions with Mark Carney’s government.
Levi Strauss (LEVI) delivers Q2 2026 double beat and raises FY revenue growth to 7-7.5%
Levi Strauss (LEVI) delivers Q2 double beat, raises FY revenue growth to 7-7.5% and lifts dividend 14%. Tariff-adjusted guidance signals margin recovery ahead.
RH rebounds from a five-year low as a less-bad-than-feared quarter and raised outlook revive the turnaround story
RH (NYSE: RH) rebounds from a five-year low after Q1 beats estimates and the full-year revenue floor is raised, despite tariff delays. Read the full analysis here.
PVH plunges as the Middle East conflict forces a guidance cut at the Calvin Klein owner
PVH plunged ~20% despite beating Q1 as it cut full-year guidance to absorb the Middle East conflict's hit to EMEA and Turkey, only partly offset by tariff refunds.
Why Lululemon (LULU) beat earnings but cratered on a guidance cut and shrinking North America sales
Lululemon fell ~10% to 2018 levels after cutting full-year guidance to its first-ever revenue decline, as North America weakens and tariffs squeeze margins.
India reviews Scotch whisky duty concessions as UK steel safeguards test trade deal balance
Scotch whisky was the United Kingdom’s big India win. Steel safeguards now test whether the trade pact still feels balanced to New Delhi.
Hyster-Yale (NYSE: HY) posts full-year loss as tariffs and weak forklift demand hit 2025 results
Hyster-Yale reports 2025 losses as tariffs and weak forklift demand weigh on results. Discover what improving bookings mean for the 2026 recovery outlook.
US–Canada trade tensions flare as Trump targets Carney’s China strategy
Trump warns Canada of 100% tariffs if it proceeds with China trade deal. Find out why this could reshape US–Canada trade dynamics and global alliances.
U.S. markets tumble as Trump slaps 100% tariff on China in renewed trade war escalation
President Trump’s 100 percent tariff on Chinese imports has reignited global trade tensions. Find out how it could reshape markets, supply chains, and inflation in 2025.