Tariffs

Economics

Defense Industry Braces for Tariff Barrage

Photo by Kaszynzki, Lockheed Martin via CC BY 2.0

Three titans of the US defense industry — Lockheed Martin, RTX, and Northrop Grumman — signalled tariffs are going to be bad for business.

2 min read

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OP-ED | Advisor Upside

How Estate Plans Are Changing Under the Trump Administration

With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read
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Hedge Funds

Bill Ackman’s Huge Bet on Hertz May Win a Jackpot if Trade War Drags On

Hertz’s recent track record leaves much to be desired: the rental-car company lost nearly $2.9 billion last year.

2 min read
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International Economics

China Trumpets Trade War Mettle With Strategic Mineral Advantage

China is a top global producer of 30 of the 50 minerals the US considers critical, and is sources more than half of the US annual supply.

2 min read

Semiconductors

Intel Takes an L, Pulling Back From Chip Biz Altera

Photo by Getty Images via Unsplash

Altera specializes in a type of semiconductor that’s used in a variety of industries including telecom, defense, and robotics.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Thomas Soellner via iStock

Industrials

Manufacturing Discontent: Can Tariffs Spur Domestic Reindustrialization?

As a share of US GDP, the manufacturing sector has decreased from a nearly 25% peak in the 1950s to about 11% today.

7 min read
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International Economics

A Tale of the Tape in the US-China Heavyweight Trade Bout

The Budget Lab projects that, with the current tariff levels, US and Chinese economies would both be 0.6% smaller in the long run.

2 min read
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Inflation & Prices

Just in Time for Tariffs, Consumer Prices Finally Drop

That’s right: CPI fell 0.1% in March, according to the US Labor Department, marking the first month-over-month decline since May 2020.

2 min read

Consumer

Walmart, Uniqlo Join Retailers Touting Ways to Navigate Trade War

Photo by Jaden William via Unsplash

A handful of retail executives hinted this week that they are eyeing some strategic advantages and opportunities amid the trade war.

2 min read

Consumer

Fasten Your Seatbelts: Airlines Brace for Tariff Turbulence

Photo by Chris Leipelt via Unsplash

Airline stocks are in a prolonged nosedive: Delta, American, and United have each fallen 35 to 45% this year.

1 min read

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