Tech Tariff use offers consumer weight

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In the village of Manhattan, April 8, 2025 in a Apple Store in Manhattan Beach, California, USA

Jay L Clindenin | Getty Images News | Getty pictures

At the end of Friday, the weekend was the best: announcing the electronics, announcing this electronics – this electronic, computer and semiconductors, including “mutual” tariffs, including “mutual” tariffs.

This kind of products brought from China will probably be exposed to 125% Tariff hit the US President Donald Trump on Beijing (20% tariffs will remain). Apple CEO Tim Cook Comfort should take a breath: Cupertino-based company produces 80% of the tipades and more than half of Mac computers in ChinaAccording to an estimate of Evercore IS.

News is also a relief for consumers, they need a rise in mood based on generations The final study of Michigan University. After all, it is not only corporations affected by tariffs and importers. Laptop prices in Reddit have already hit laptop prices. This Nintendo Switch 2 pre-order has been postponed.

Maybe even Trump remembers the famous Wall Street Adage: Do not bet on the US consumer.

What you need to know today

Released from natural tariffs
US President Donald Trump
Smartphones, computers and other technological devices and components were released according to mutual tariffs, leadership On Thursday, the United States was issued by the Customs and Border Protection. This White house Freedoms were made on Saturday, because Trump was made to ensure that production was time to transfer the production to the United States

US markets rise in a variable week
US shares rose on Friday Finish the week with a positive note Despite the weight in the heavy market caused by the Trump management tariffs. For the week, S & P 500 Increased by 5.7%, Dow Jones Industry Medium earned about 5% and Nasdaq composite He jumped 7.3%. Europe’s regional Stoxx 600 index lost 0.1%After March 2022, after the best session. England FTSE 100 0.64% higher after data is displayed In February, the British economy increased by 0.5% Monthly, much more than expected.

Consumers in the United States are really down
Consumer thought in April has sankaccording to University of MichiganThe survey. This is the second lowest lowest in the middle of the lowest and in the middle of the 50.8 in the middle of 2022, the second lowest lowest in the history of the second lowest in 1952 – Dow Jones consensus estimate 54.6. At the same time, the respondents expect inflation for inflation for inflation, since November 1981 and since 5% in March.

‘Very close’ with a recession
Broncroc He said he thought CEO Larry Fink told CNBC on Friday “We are very close, if not, now the recession“However, Fink said he did not think that he did not think that the United States was in the financial crisis, and” MegaTrends “. Bridge founder Ray Dalio lifted similar alarm calls on Sunday,” he said.very close to a recession“- But if the situation does not work well” is worried about something worse than the recession. “

Large bank earnings
JPMORGAN CHASE and Morgan Stanley Gave birth on Friday. Both banks developed expectations by developing capital trade activities. Jpmorgan Capital trade revenues saw the 48% increase Morgan Stanley 45% of the song. JPMorgan’s call for earnings, CEO Jamie Dimon said there are analysts “S & P reduced their estimates by 5%“In recent days – he is waiting for” a slightly lower. “

(Pro) European advantage in the United States
Although the S & P fell about 11% in 500, the Pan-European StoXX 600 index decreased by 4.4%. Other European Bourses is also more useful than the US Germany DaxIn fact, even in a positive area. CNBC’s Ganesh Rao explains why it is so and though, despite the risks Europe’s superiority so far.

And finally …

China calls Trump to fix the mistakes and said ‘rational sounds’ over mutual tariffs

The Chinese Ministry of Commerce called the US tariff called “a small step” and the US President called on mutual tariffs to “completely cancel the duty from China.

“We call on the international community and local parties to listen to the rational voices of the local parties, to completely cancel the illegal actions of” mutual tariffs “.”

The latest exceptions of the tariffs for the import of natural products are presented locally for retreating Trump and proved to prevent Chinese supply chains to prevent US companies easily.

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