Tariffs

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Volvo Cars to produce new vehicle in US as tariffs pressure auto supply chains
New York Post· 2025-09-23 19:29
Volvo Cars on Tuesday announced plans to produce a new hybrid model in the US as its supply chain continues to feel the pressure from President Trump’s tariffs.The Swedish automaker is aiming to add a next-generation hybrid model to the production line at its Ridgeville, South Carolina plant near Charleston before 2030, the company said in a press release.“The Charleston plant is foundational to our strategic growth plan for the US,” Luis Rezende, president of Volvo Cars Americas, said in a statement Tuesda ...
What the $1.25 Billion Bitcoin Futures Flush Means for Markets
Yahoo Finance· 2025-09-23 19:26
There’s been a drawdown in Bitcoin futures contracts over the past couple days, with $1.25 billion worth of open interest leaving the past day—and analysts say that’s good for the BTC derivatives market. The open interest in Bitcoin futures contracts has sunk to $80.8 billion from $85 billion as of Tuesday afternoon after steadily falling each day since last Thursday, according to crypto data aggregator Coinglass. “The flush has reduced open interest and is more likely a healthy reset than a bearish warn ...
Build-A-Bear continues to rack up market gains, despite tariffs and teetering mall traffic
Yahoo Finance· 2025-09-23 19:08
NEW YORK (AP) — Tariffs and years of teetering mall traffic have roiled much of the toy industry. But Build-A-Bear investors are continuing to reap sizeable gains. Shares of Build-A-Bear Workshop are up more than 60% since the start of 2025, trading at just under $72 apiece as of Tuesday afternoon. That compares to just 13% for the S&P 500 since the start of the year, and marks dramatic growth from five years ago, when the St. Louis-based retailer's stock sat under $3. The toy industry overall has been ...
Federal Reserve Chair Jerome Powell speaks on economic outlook
YOUTUBE· 2025-09-23 17:00
消费者与商业情绪 - 消费者和商业情绪在春季大幅下降 随后有所回升但仍低于年初水平 [1] - 劳动力市场的工人供需均显著放缓 这是不寻常且具有挑战性的发展 [1] 劳动力市场状况 - 8月失业率微升至4.3% 过去一年保持相对稳定低位 [1] - 过去三个月雇主平均每月仅增加29,000个岗位 夏季 payroll 就业增长大幅放缓 [1] - 当前就业创造速度低于维持失业率稳定所需的收支平衡率 [1] - 职位空缺与失业比率保持在1附近 多项职位空缺指标基本稳定 [1] - 初次申请失业保险人数保持稳定 未出现下降趋势 [1] 通货膨胀指标 - PCE价格指数在截至8月的12个月内上涨2.7% 高于2024年8月的2.3% [1] - 核心PCE价格指数上月上涨2.9% 同样高于去年同期水平 [1] - 商品价格推动通胀回升 主要反映关税上涨而非广泛价格压力 [2] - 服务业通胀持续放缓 包括住房服务领域 [2] - 短期通胀预期指标因关税消息整体上升 [2] 货币政策立场 - 联邦基金利率目标区间下调25个基点至4%-4.25% [3] - 当前政策立场仍保持适度限制性 为应对潜在经济变化做好准备 [3] - 政策制定基于最新数据 不断变化的前景和风险平衡 而非预设路线 [3] 人工智能对经济的影响 - 生成式AI具有新兴技术特征 可能对经济和社会产生重要影响 [9] - 企业机构正在试验AI工具的应用 但仍处于早期阶段 [9] - 历史表明技术创新会提高生产率并创造新工作岗位 但需要时间 [9] - 当前证据显示AI对招聘率影响有限 尚未成为主要因素 [11] - 技术专家认为AI与其他技术浪潮没有本质区别 [12] 劳动力市场结构变化 - 全国总体招聘率处于极低水平 解雇率同样保持低位 [13] - 企业因政策不确定性暂停招聘和资本支出计划 [13][18] - 移民政策变化导致劳动力供给减少 移民对劳动力增长的贡献接近零 [18] - 教育水平与技术发展的匹配程度影响收入不平等状况 [13] 关税政策影响 - 关税对通胀的直接影响约为0.3-0.4个百分点 占核心PCE通胀2.9%中的一部分 [16] - 成本主要由进口商和零售商承担 向消费者的传导有限且延迟 [16] - 关税影响可能相对短暂 表现为价格水平的一次性调整 [2] 教育技术关系 - 美国教育水平自1970年代停滞不前 与技术发展不匹配导致不平等加剧 [13] - 掌握技术技能的毕业生前景良好 缺乏相关技能者就业选择受限 [13] - 教育系统质量决定国家竞争力 是长期经济发展的关键因素 [14]
Volvo stock jumps on expanded US production, new hybrid model to counter tariffs
Yahoo Finance· 2025-09-23 16:04
Sweden’s Volvo Cars (VOLCAR-B.ST) is expanding production at its US plant in a move to localize production, deflect tariffs, and build more cars that appeal to buyers in one of its biggest markets. Volvo, wholly owned by China’s Geely, announced on Tuesday that it would bring a fourth vehicle to its production facility located in Ridgeville, S.C. — a next-generation hybrid model designed to meet the “specific demands” of the US market. Volvo offered no details of the new vehicle, but others have surmised ...
lululemon Q2 Metrics: Margin Squeezes as Tariffs & Markdowns Bite
ZACKS· 2025-09-23 15:21
Key Takeaways lululemon's Q2 gross margin fell 110 bps y/y to 58.5% on tariffs and higher-than-expected markdowns.Revenues of $2.53B missed estimates, with flat U.S. sales and 3% comps decline offset by global gains.FY25 outlook cut, with gross margin expected to decline 300 bps amid intensifying tariff headwinds.Tariffs have emerged as the biggest profitability drag for lululemon athletica inc. (LULU) , reshaping its margin profile in fiscal 2025. The removal of the U.S. de minimis exemption, which had pre ...
U.S. economy still struggling to adjust to tariffs, S&P finds, and there's one big danger sign
MarketWatch· 2025-09-23 14:26
The worst damage to the U.S. economy from the trade wars might be over, but businesses are still adjusting to higher tariff-related costs and a slowdown in customer demand that's causing them to cut back on hiring. ...
US business activity cools further, no widespread price increases
Yahoo Finance· 2025-09-23 14:18
By Lucia Mutikani WASHINGTON (Reuters) -U.S. business activity slowed for a second straight month in September, and though firms complained about tariffs increasing costs they were not raising prices for their goods and services, which bodes well for the inflation outlook. The survey from S&P Global on Tuesday suggested that businesses were absorbing most of the import duties and supported some economists' argument that tariffs would not have a lasting impact on inflation. Federal Reserve Chair Jerome ...
Rubenstein Expects Powell to Leave Fed When Term Is Over
Youtube· 2025-09-23 13:51
Welcome to the program. So we've got a range of topics to work through. First of all, given the Federal Reserve and Chair Jay Powell is in focus later on this afternoon, a man who, of course, you know well, we'd love your reaction to the latest pressure on the Federal Reserve and the daylight, the division within the committee right now and the daylight between the Governor Meyer and coming out of the White House and everybody else.David, what's your reaction to that as it builds through the summer and as w ...
Chicago Fed President Goolsbee says officials have to be careful not to get too aggressive with rate cuts
CNBC· 2025-09-23 13:19
Chicago Federal Reserve President Austan Goolsbee expressed caution Tuesday about lowering interest rates as the U.S. economy grapples with the forces of slower growth and a weaker labor market.While he joined the rest of the Federal Open Market Committee last week in voting to cut the central bank's key borrowing rate, he told CNBC that further moves would depend on economic progress."I'm OK with moving to be in a better spot, and I think eventually, at a gradual pace, rates can come down a fair amount if ...