Apple's Record $114.5 Billion Quarter Gets a Tariff Boost
Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.
Amara Okafor7 min read
Search
18 results for “tariffs”
TradeAnalysis
Midterms and Tariffs: What Changes for US Importers
Tariffs are on the ballot. Democratic wins would shift the trade debate but fall short of rollbacks, Reuters reports — tariff power stays with the White House.
James Whitfield8 min read
US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
A US Canada trade deal is close, Trump says after his Nov 1 call with Carney. Steel and auto tariff relief and a $20 billion overhang hang on the midterms.
James Whitfield8 min read
US Extends China Tariff Truce for Two More Months
USTR's proposed two-month Section 301 China tariff suspension extension pushes the deadline past November 9 — what importers must fix before January.
James Whitfield8 min read
EconomyAnalysis
PCE Inflation Holds at 3.6% as Fed Stays on Hold
Headline PCE inflation held at 3.6% in September 2026 while the Fed stayed on hold — and two dissents have put a December hike back on the table.
Amara Okafor7 min read
EnergyAnalysis
Solar Panel Price Outlook for Late 2026: Oversupply Opens a Buyer's Window
Solar panel prices keep falling in late 2026 as factory capacity outstrips demand. For buyers and installers, the oversupply is a rare window — with a few catches.
Amara Okafor7 min read
Trump Ends Tariffs on Some Canadian Goods as the Counter-Tariff Standoff Thaws
The U.S. has lifted tariffs on selected Canadian imports, signaling a potential thaw in the trade standoff that began in August, though a comprehensive deal remains elusive.
James Whitfield8 min read
Nvidia CEO Jensen Huang Caught Up in Reported Chinese Spy Probe as AI Stocks Slide
Nvidia chief executive Jensen Huang has been caught up in a reported Chinese spy probe, per Investing.com, and AI stocks slid on the news — a jolt that pushes the chip war from commerce into personal and legal territory.
James Whitfield14 min read
US Shipping Costs Hit Five-Year High Even as Demand Stalls
US shipper costs have hit a five-year high even as demand stalls, US Bank data shows — a cost-driven squeeze with no demand story behind it, and real consequences for retailers, margins and consumers.
James Whitfield14 min read
Honda Warns 50% Auto Tariffs Would Be Catastrophic as Doubling Threat Looms
Honda warns that doubling auto tariffs to 50% would be catastrophic for the industry as Trump threatens escalation amid US-Canada trade tensions.
Amara Okafor8 min read