Tag: Tariffs
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US Forced Labour Tariffs: A 10 to 12.5 Per Cent Duty on 99 Per Cent of Imports
New US forced labour tariffs of 10 to 12.5 per cent hit 60 trading partners on 24 July 2026, covering 99 per cent of imports. Why markets shrugged, why the calm rests on testable assumptions, and what it means for the FOMC.
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Supreme Court Strikes Down Trump’s IEEPA Tariffs in Landmark 6-3 Ruling
Khan Capital | February 2026 Key Takeaways Part of: Tariffs & the Trade War — Khan Capital’s hub on tariffs and the trade war. On 20 February 2026, the United States Supreme Court delivered what may prove to be the most consequential economic ruling of the decade. In a 6-3 decision, the Court held that…
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2026 Outlook: Navigating Tariffs, AI, and Geopolitical Risk
Wall Street targets range from 7,100 to 8,000 for the S&P 500 as AI capex approaches $520 billion, valuations sit at dot-com-era levels, and the global easing cycle fractures. How to navigate the most complex investment environment since the pandemic.
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2025 Year in Review: DeepSeek, Tariffs, and Record Diversification
The S&P 500 delivers its third straight year of double-digit gains despite the DeepSeek shock, the worst tariff-driven sell-off since COVID, and a 60-percentage-point divergence within the Magnificent Seven. How diversification finally paid off and what it means for 2026.
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The 90-Day Tariff Pause: Markets Whipsaw on Policy Reversal
A single social media post triggers the third-largest rally in S&P 500 history as Trump pauses the tariffs that had pushed markets to the brink of a bear market. Why the bond market forced the reversal, and what remains unresolved.
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Liberation Day Tariffs: Markets Plunge on Sweeping IEEPA Tariffs
Khan Capital | April 2025 Key Takeaways Part of: Tariffs & the Trade War — Khan Capital’s hub on tariffs and the trade war. Track all markets on TradingView On the afternoon of 2 April 2025, President Donald Trump stepped into the White House Rose Garden and signed Executive Order 14257, invoking the International Emergency…
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Trump’s Tariff Blitz: 25% on Mexico and Canada, 10% on China
25% tariffs on Mexico and Canada, 10% on China: Trump targets 40% of US imports in the most aggressive trade action since the 1930s. How the tariff blitz reshapes the investment landscape from supply chains to inflation expectations.
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Trump 2.0 Begins: Tariffs, Immigration, and Market Policy Shifts
Trump’s second term begins with the most pro-business and most disruptive economic policy agenda in modern history. How the contradictions between tax cuts, deregulation, tariffs, and immigration restriction will reshape the investment landscape.
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Trade War 1.0: Trump Fires the First Tariff Salvo Against China
The sell button got hit hard this week, and for the first time in this cycle, it was not an algorithm chasing volatility or a rates scare rippling out of the Treasury complex. It was politics. Raw, deliberate, campaign-promise politics, dressed in the language of national security and aimed squarely at the world’s second-largest economy.…