Which Goods Go Up Under China Tariffs?
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: Impact of China Tariffs
* Premium: Goldman’s Desk Assess China Tariff impact
Discussion: Impact of China Tariffs
Q: What Parts of the US Economy Are Most Sensitive to Tariffs on China?
Goldman expects a second Trump administration to raise average tariff rates on imports from China by about 20 percentage points. Non-consumer goods would likely see bigger hikes than consumer goods.
Stuff we buy…
The US relies heavily…
The skinny
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