Economy and TradingInternational Business and Trade

S&P Analysis: Trump Tariffs to Cost Companies $1.2 Trillion in 2025, Consumers Bear Majority Burden

According to a new S&P Global analysis, President Donald Trump’s tariffs are projected to cost global companies $1.2 trillion in 2025. The report indicates consumers will bear approximately two-thirds of this financial burden through higher prices and reduced purchasing power.

Massive Tariff Costs Projected for Global Businesses

President Donald Trump‘s tariff policies will cost global businesses upwards of $1.2 trillion in 2025, with most expenses being passed to consumers, according to a new analysis from S&P Global. The firm released a white paper on Thursday containing these projections, which analysts suggest represent conservative estimates of the additional expenses companies will face.

Energy PolicyInternational Business and Trade

US Considers Strategic Stakes in Rare Earth Companies to Counter China Export Controls

The Trump administration is reportedly considering taking strategic stakes in rare earth companies and establishing price floors to counter China’s export restrictions. Treasury Secretary Scott Bessent characterized Beijing’s actions as a “global supply chain power grab” that requires coordinated response with allies.

US Treasury Signals Strategic Investment Shift

The United States is reportedly considering taking more direct stakes in rare earth companies and other strategic sectors to counter China’s export restrictions, according to Treasury Secretary Scott Bessent. The administration’s potential move toward strategic investments represents a significant shift in industrial policy aimed at protecting national security interests.

Healthcare TechnologyInternational Business and Trade

US Drug Supply Faces Critical China Dependency, New Analysis Reveals

A comprehensive analysis reveals America’s deep dependence on China for pharmaceutical raw materials, with nearly 700 medications using chemicals exclusively sourced from Chinese suppliers. Experts warn this reliance could jeopardize patient access to essential medicines during trade disputes or global health crises.

Widespread Pharmaceutical Dependence on Chinese Chemicals

America’s drug supply chain faces significant vulnerability due to heavy reliance on Chinese-produced raw materials, according to a new analysis from U.S. Pharmacopeia. The report indicates that nearly 700 medications approved for use in the United States depend on chemical substances exclusively manufactured in China, raising concerns about supply stability amid escalating geopolitical tensions.

Economy and TradingInternational Business and Trade

China Stock Market Rally Faces Test as U.S. Trade Tensions Flare

China’s stock market rebound shows strain as U.S.-China trade tensions revive fears of tit-for-tat measures. The CSI 300 and Hang Seng face pressure after recent rallies as geopolitical risks escalate.

China’s stock market rally faces a critical test as renewed U.S.-China trade tensions threaten to unravel months of investor optimism and substantial gains. The flare-up in trade rhetoric comes at a precarious moment for Chinese equities, which had recently reached multi-year highs on expectations of government stimulus and foreign capital inflows.

Market Rally Shows Signs of Strain

Economy and TradingInternational Business and Trade

China September Exports Beat Forecasts as Trade Tensions Escalate

China’s export performance surpassed analyst forecasts in September while imports recorded their strongest growth since April 2024. The economic data emerges against a backdrop of escalating trade tensions between Beijing and Washington, with both sides implementing new restrictions and tariff threats.

China’s September export performance has surpassed expectations while imports grew at their fastest pace since April 2024, according to official data released amid escalating trade tensions between Beijing and Washington. The stronger-than-anticipated trade figures arrive as both economic powers exchange new tariff threats and implement fresh restrictions that threaten to undermine progress made during earlier bilateral negotiations.

Escalating Trade Restrictions Between Economic Powers