Articles

  • 2 weeks ago | nytimes.com | Andrew Ross Sorkin |Ravi Mattu |Bernhard Warner |Sarah Kessler |Lauren Hirsch |Edmund Lee | +1 more

    At a rally in Michigan last night, President Trump declared that " we're ending the inflation nightmare." But corporate chiefs are bracing for the opposite, revealing a split-screen view of the future that has sharpened as trade uncertainty grows. Companies have warned for weeks that tariffs could scramble supply chains, force them to tear up their financial outlooks and raise prices.

  • 2 weeks ago | nytimes.com | Grady McGregor

    On the 50th anniversary of the end of the Vietnam War, U.S. companies that have come to rely on Vietnam's factories, like Apple and Nike, are in a bind because of Trump's tariffs. During President Trump's first U.S.-China trade war in 2018, American companies flocked to Vietnam to sidestep escalating tariffs, and the country became increasingly critical to their bottom lines. But in Mr. Trump's escalating trade fight across the globe, Vietnam has become a new target.

  • 2 weeks ago | thewirechina.com | Ella Apostoaie |Grady McGregor

    Face-Off: U.S. vs. ChinaA podcast about the turbulent relationship between the world's two superpowers, the two men who run them, and the vital issues that affect us all. In a special bonus episode recorded live at the Asia Society, host Jane Perlez speaks with journalist and scholar Orville Schell about his 50 years covering Chinese leaders and their American counterparts. They attempt to answer the question: how did we get here?

  • 1 month ago | nytimes.com | Andrew Ross Sorkin |Ravi Mattu |Bernhard Warner |Sarah Kessler |Lauren Hirsch |Edmund Lee | +1 more

    President Trump's tariff week has arrived, and the world is none the wiser about what to expect. Among the unknowns: Who will get hit, and by how much? Tariff tensions have fueled a $5 trillion stock market sell-off over the past six weeks, and Goldman Sachs economists have just raised their odds of a recession to 35 percent, warning that duties could sock global trade and raise inflation.

  • 2 months ago | businessandamerica.com | Grady McGregor

    Nearly a month has passed since President Trump last spoke publicly of his desire to kill the carried interest loophole. (Yes, we know, some of you don’t consider it a “loophole.”) And yet the private equity industry, which stands to lose big if the president upends the tax break, is still bracing for a fight. This is the biggest challenge to the provision since it was nearly neutered three years ago under former President Joe Biden, Grady McGregor writes for DealBook.

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Grady McGregor
Grady McGregor @GradyMcGregor
30 Apr 25

Vietnam Used to Be a Safe Haven for Trade. Now It Might Not Be. My latest for the @nytimes: https://t.co/UCcSGLxgtF

Grady McGregor
Grady McGregor @GradyMcGregor
30 Apr 25

RT @dealbook: In today’s DealBook: @bernhardwarner on companies face a tariff transparency conundrum; cloudier CEO crystal balls; @GradyMcG…

Grady McGregor
Grady McGregor @GradyMcGregor
28 Apr 25

RT @thewirechina: Chinese vape makers exploited a loophole in rules set during the first Trump administration to spread their products acro…