Tariffs on China: Technology and Consumer Goods

In this clip from the latest episode of Blue Chip NOW!, hosts Daniel Dusina CFA®, Matt Mondoux CFA®, CMT, CFP®, and Investment Analyst Vince Parrack discuss America’s competitive relationship with China and the tariffs on China regarding technology and other consumer goods in the retail space. 

Key Points:

[00:00:00] The ongoing U.S.-China trade tensions and their evolving nature.

[00:00:23] The impact of semiconductor export restrictions, especially on AI chips like Nvidia.

[00:01:16] The potential removal of the small-item tariff exemption and its effect on imports from China.

[00:02:00] How companies like Temu have exploited loopholes in U.S. trade policy.

[00:02:45] The risk facing major tech companies (Apple, Dell, HP, Cisco) due to reliance on Chinese manufacturing.

[00:03:24] The overlooked impact of tariffs on retail giants like Target, Costco, and toy manufacturers.

[00:04:08] The indirect consequences of tariffs, including increased costs for consumers.

[00:04:34] How tariff-related uncertainty contributes to market volatility and interest rate expectations.

Hosts:

Daniel Dusina CFA®: https://www.bluechippartners.com/about/our-team/daniel-dusina/

Matt Mondoux CFA®, CMT, CFP®,: https://www.bluechippartners.com/about/our-team/matthew-mondoux/

Vince Parrack, Investment Analyst: https://www.bluechippartners.com/about/our-team/vincent-parrack/

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