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18 results for “trade policy”

An empty earnings-call stage with five chairs and a single glowing softbox light

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 OkaforNovember 3, 20267 min read

An aerial view of gantry cranes and stacked containers at a US port under grey morning light

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 WhitfieldNovember 3, 20268 min read

Editorial illustration of a container freight train crossing a bridge between maple-lined and industrial riverbanks

Trade

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 WhitfieldNovember 2, 20268 min read

Container ship loaded by gantry cranes at a US port at dusk, an American flag flying over the terminal

Trade

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 WhitfieldOctober 31, 20268 min read

Editorial illustration of a container ship with freight rate charts in the background

Economy

Global Shipping Costs Outlook for Q4 2026: What Importers Should Budget Now

The global shipping costs outlook for Q4 2026 points to calmer freight markets, yet tariff front-running, capacity swings and reroutes still shape importer budgets.

Amara OkaforOctober 30, 20267 min read

A close-up of a computer chip with stock market data graphs reflected in its surface

Technology

Chip Selloff Widens as AI Leaders Call for a Pause

The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.

James WhitfieldOctober 30, 20268 min read

Companies

Intel's Cash-Burn Warning Deepens the Foundry Dilemma

Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.

Amara OkaforOctober 30, 20268 min read

Trade

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 WhitfieldOctober 30, 20268 min read

A row of new electric cars parked outside a modern automotive factory, with a sleek sedan in the foreground and loading trucks visible along the building

Energy

BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins

BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.

James WhitfieldOctober 29, 202612 min read

A freight yard stacked with shipping containers and parked semi-trailers under an overcast sky, with a truck idling beside a loading dock.

Trade

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 WhitfieldOctober 29, 202614 min read