cover of episode Tariff pain and retaliation

Tariff pain and retaliation

2025/3/5
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Marketplace

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People
B
Bethany Thomas
B
Brad LaPlante
B
Bryce Baer
C
Carr Ingham
C
Chip McElroy
D
Daniel Covarrubias
D
Dima Kato
E
Elizabeth Troval
E
Emily Kaharski
E
Erica York
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George Hill
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John Esparza
K
Kristen Schwab
K
Kyle Rizdahl
L
Liz Young
担任 SoFi 投资策略负责人,拥有丰富的金融和投资行业经验。
N
Neil Saunders
P
Paul Weissman
R
Ray Perryman
Topics
Kyle Rizdahl: 美国对加拿大、墨西哥和中国商品征收关税,引发了贸易战,各方采取报复性关税措施。 Paul Weissman: 墨西哥的恶劣天气和关税的不确定性导致牛油果供应和价格波动,影响消费者购买意愿。 Erica York: 关税的不确定性对经济的影响可能大于关税成本本身,因为它会抑制商业投资和活动。 Chip McElroy: 报复性关税可能导致客户转向其他供应商,例如提供价格更低但质量较差的中国设备。 Kristen Schwab: 加拿大对美国部分地区实施报复性关税,提高了电力价格。 Elizabeth Troval: 德州与墨西哥贸易密切,关税将提高德州居民食品、饮料和住房成本,影响石油生产商和卡车运输业。 Emily Williams Knight & Matthew Reibenstein: 关税将提高德州建筑材料成本,推高房屋建筑成本。 Carr Ingham: 关税将影响德州石油生产商,因为他们从加拿大和墨西哥进口管道和钢材。 John Esparza: 关税将增加德州卡车运输成本,降低对卡车运输的需求。 Daniel Covarrubias: 拉雷多市的物流公司将受到关税的严重影响,因为该市与墨西哥的跨境贸易密切相关。 Ray Perryman: 关税将破坏已经建立了几十年的供应链,对就业产生重大影响。

Deep Dive

Chapters
The new tariffs imposed by the US on goods from Canada and Mexico are causing uncertainty and problems for businesses. The impact varies by location, with Texas predicted to be significantly affected due to its extensive trade relationship with Mexico. Retaliatory tariffs from Canada and China are adding to the complexity.
  • 25% tariffs on goods from Canada and Mexico, 10% additional tariffs on goods from China
  • Retaliatory tariffs from Canada (alcohol, clothing, appliances) and China (chicken, wheat, agricultural goods)
  • Texas's $300 billion trade relationship with Mexico is at risk
  • Uncertainty around trade policy negatively impacts business investment

Shownotes Transcript

They’re here: President Donald Trump’s 25% tariffs on goods from Canada and Mexico begin today, as well as an additional 10% tax on goods from China. In this episode, we hear from business owners who are caught in the middle of trade policy chaos and explain why Texas is likely to suffer in particular. Plus, Forest Service layoffs devastate rural western mountain towns, and small warehouses are in demand but hard to come by.