Tariffs

Bonds

Tariff War Transforms US Bond Market From Boring to ‘Yippy’

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US Treasurys have long been safe havens during financial market upheaval. President Trump’s sweeping import tariffs made them more volatile.

4 min read

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International Economics

US Trade War Saps China’s Economic Momentum

While a trade war bruised the US economy, China isn’t immune to the pain, and its leaders are growing more receptive to negotiation.

2 min read
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Consumer

Economic Anxiety Leaves McDonald’s Digesting Biggest Sales Drop in Five Years

Fast-food chain McDonald’s, an economic indicator because of its mammoth global presence, posted its worst earnings report since 2020.

2 min read
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Economics

Imports Drive Unexpected Contraction in US Economy

The biggest factor behind the slip in first-quarter GDP was Trump’s will-he-or-won’t-he, start-and-stop trade war.

2 min read

Big Tech

Apple Leads Manufacturing Pivot to India

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Apple shifting production to India is just the latest sign that the world’s most populous nation may be a winner in global trade reordering.

2 min read

Advisor Upside

Ameriprise, Raymond James Report Rocky Start to 2025

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Both independent broker-dealers reported earnings that missed the mark in some segments.

1 min read

Hedge Funds

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

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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
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Semiconductors

Intel Takes an L, Pulling Back From Chip Biz Altera

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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