Trump Tariffs Shock Supply Chains

特朗普关税震惊供应链

Bloomberg Intelligence

新闻

2025-04-04

25 分钟
PDF

单集简介 ...

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Alix Steel Today’s Podcast Features are:Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses how tech companies are being impacted by Trump's tariffs. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in several countries, including China, India, Vietnam, Malaysia, Thailand, and Ireland.Steve Man, Bloomberg Intelligence Global Autos and Research Analyst, discusses the impact of tariffs on autos companies. President Donald Trump's 25% tariffs on imported cars have taken effect, causing immediate fallout in the global auto industry, with companies like Stellantis, Ford, and Volkswagen taking measures to mitigate the impact. Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst, discusses how shipping companies are being impacted by tariffs. Tariffs may push the truckload-rate recovery further out and earnings expectations lower for the year. Levies will disrupt freight demand, rates and the financial performance of truckload carriers like Knight-Swift, Werner and J.B. Hunt.Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses tariff impact on retail companies. Efforts to keep costs low by diversifying out of China over the last decade will no longer insulate US retailers from higher tariffs, raising expenses and crimping margin. Sales could suffer, too, as higher prices soften demand. See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • Let's go a little technology here.

  • You think about some of the big tech names and how are they going to deal in a world where tariffs are going to be higher on a global scale?

  • You think about some of these big tech firms and they sell their hardware and software and services everywhere.

  • So they are truly global.

  • Anarok Rana joins us.

  • Bloomberg intelligence, technology, Anos.

  • What's the tech call in a higher tariff world on the road?

  • It's so bad right now.

  • I mean, look at Apple.

  • I mean, it's really surprising that they changed, you know, they racked up so much on China.

  • Now that's going to have a massive impact on Apple.

  • Most of the products are made there.

  • You know, you can cut it and slice it in any way.

  • They cannot offset the margin risk.

  • The iPhone sales are going to be dramatically impacted in the second half most likely.

  • You know, it's going to be, we'll see how China reacts to this.

  • China accounts for 20% of sales for Apple.

  • So the local population, you know, let's see if they're going to go with local brands.

  • I mean, it's just a big mess for Apple frankly at this point.

  • But when we look at the other vendors, when you look at the software companies,