how trump tariffs can put pressure on capex - SERP Analysis

https://taxfoundation.org/blog/trump-tariffs-impact-economy/

https://www.jpmorgan.com/insights/global-research/current-events/us-tariffs

https://www.pinebridge.com/en/insights/investment-strategy-insights-how-trump-2-0s-tariff-policy-could-reshape-the

https://www.linkedin.com/pulse/how-trumps-tariffs-could-disrupt-capital-flows-smart-adapt-magarian-vt3zf

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https://www.schwab.com/learn/story/promises-tariffs-hit-markets

https://www.usfunds.com/resource/could-trumps-tariff-revenues-fund-a-new-u-s-sovereign-wealth-fund/

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https://budgetmodel.wharton.upenn.edu/issues/2025/4/10/economic-effects-of-president-trumps-tariffs

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https://www.bcg.com/publications/2025/prepare-for-new-tariffs

https://www.ubs.com/global/en/wealthmanagement/insights/chief-investment-office/house-view/daily/2025/latest-04042025.html

https://www.utilitydive.com/news/trump-tariffs-utility-transmission-power-plant-transformers-firstenergy-aep/741604/

https://www.ft.com/content/2cbd1270-b852-4833-ba7c-f98755fcc1de

https://itif.org/publications/2025/02/20/how-can-canada-fight-smart-against-trump-tariff-threat/

https://www.brookings.edu/articles/the-consequences-of-trumps-tariff-threats/

https://www.techtarget.com/searchcio/news/366618727/US-tariffs-may-stymy-executives-product-decisions

https://www.troweprice.com/personal-investing/resources/insights/trumps-tariffs-are-a-wild-card-for-the-global-economy.html

https://think.ing.com/articles/us-trump-tariffs-pharmaceuticals-consumers/

https://www.linkedin.com/pulse/rising-impact-tariffs-capital-expenditures-healthcare-smriti-mi25c

https://www.nytimes.com/2025/04/14/business/dealbook/corporate-gloom-trump-tariffs.html

https://ca.finance.yahoo.com/news/trump-tariffs-live-updates-us-moves-to-levy-chinese-ships-as-trump-softens-rhetoric-191201419.html

https://www.asahi.com/ajw/articles/15818547

https://www.americanprogress.org/article/what-will-trumps-tariffs-do-for-u-s-consumers-workers-and-businesses/

https://www.reuters.com/markets/us/tariffs-worry-wall-street-over-earnings-hit-inflation-pressure-2025-02-02/

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https://itif.org/publications/2018/07/05/10-point-user-guide-trump-tariff-wars/

https://www.bruegel.org/analysis/economic-impact-trumps-tariffs-europe-initial-assessment

https://www.woodmac.com/blogs/the-edge/tariffs-implications-for-oil-and-gas/

https://www.aljazeera.com/news/2025/2/4/donald-trumps-trade-tariffs-on-canada-mexico-and-china-explained-visually

https://www.datacenterdynamics.com/en/analysis/donald-trump-tariffs-data-centers-liberation-day/

https://www.americanactionforum.org/research/the-total-cost-of-tariffs/

https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/

https://www.advisorperspectives.com/commentaries/2025/06/05/tariff-angst-optimism-from

https://www.aoshearman.com/en/insights/european-merger-enforcement-in-chemical-steel-and-other-basic-industries

https://www.manufacturing.net/supply-chain/blog/22942805/tariffs-ai-and-the-power-supply

https://www.electropages.com/blog/2025/06/nvidia-manufacturing-supercomputers-us

https://ca.rbcwealthmanagement.com/fraser.valley/blog/4561483-Critical-Capital-How-Canada-can-tap-foreign-investment-for-its-mineral-riches

https://www.bnamericas.com/en/analysis/how-trump-uses-tariffs-as-a-negotiating-strategy-to-pressure-mexico-and-canada

https://cernocapital.com/trump-tariffs-our-initial-thoughts

https://www.atlanticcouncil.org/programs/geoeconomics-center/trump-tariff-tracker/

https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20250423.pdf

https://simplywall.st/article/ai-enters-the-show-me-the-money-phase

https://www.globalcapital.com/article/2emhy65d4d7n2hljmhgjk/emerging-markets/trump-tariffs-put-em-bonds-under-pressure-but-cee-at-most-immediate-risk

https://igrownews.com/trump-tariffs-effects-on-agriculture-agtech-investments/

https://www.capacitymedia.com/article/globalfoundries-pledges-16bn-us-expansion-to-avoid-trump-tariffs

https://m.economictimes.com/news/economy/foreign-trade/trumps-26-tariffs-on-india-pressure-on-pm-modi-is-new-delhi-ready-for-the-impact/articleshow/119924563.cms

https://www.spglobal.com/ratings/en/research/articles/250206-economic-research-how-might-trump-s-tariffs-if-fully-implemented-affect-u-s-growth-inflation-and-rates-13408802

https://www.4dinfra.com/insights/articles/news-views-tariffs-impact-infrastructure

https://www.businesstimes.com.sg/international/us-economic-activity-declines-tariffs-pressure-prices-fed-says

https://www.slimstock.com/blog/trumps-tariffs/

https://www.barrons.com/articles/tariffs-economy-stagflation-trump-e27cbf47

https://www.axios.com/2025/05/28/trump-tariffs-gas-prices

https://ca.finance.yahoo.com/news/bojs-ueda-says-economy-withstand-090249896.html

https://www.euronews.com/business/2024/11/04/how-much-could-trumps-tariffs-damage-europes-economy

https://www.businessworld.in/article/trump-using-tariffs-to-offset-rate-hike-pressure-amit-jain-ashika-global-558666

https://www.agbi.com/trade/2025/06/trump-tariffs-squeeze-uae-businesses-as-costs-mount/

https://www.hellenicshippingnews.com/trumps-tariff-u-turn-averted-hard-landing-but-us-recession-risks-climbing-ubs/

https://www.nytimes.com/live/2025/04/03/business/trump-tariffs

https://www.industryweek.com/the-economy/article/55295406/building-new-facilities-to-avoid-tariffs-wont-be-easy

https://www.eurasiareview.com/05062025-the-us-steel-deals-implications-for-tariff-policy-analysis/

https://www.thecore.in/podcasts/rich-valuations-put-pressure-on-markets-again-836489

https://www.theguardian.com/business/live/2025/may/29/trump-tariffs-blocked-by-us-court-stock-markets-rise-in-asia-news-economics-business-live

https://jakartaglobe.id/business/china-says-its-exports-to-the-us-fell-35-in-may

https://www.morningstar.com/news/dow-jones/202506081037/japans-economy-remains-at-risk-of-technical-recession-data-shows-update

https://www.theweek.in/news/biz-tech/2025/06/04/moodys-ratings-outlook-rated-india-companies-spending-50-billion-per-year-over-the-next-2-years.html

https://www.businesstimes.com.sg/international/bank-japans-ueda-says-economy-can-withstand-hit-us-tariffs

https://www.bnamericas.com/en/features/tariff-hike-puts-mexico-in-crosshairs

https://www.livemint.com/market/stock-market-news/jsw-steel-vedanta-tata-steel-and-other-metal-stocks-drop-up-to-2-as-trump-doubles-tariffs-on-imports-to-25-11748838266504.html

https://www.business-standard.com/economy/news/india-us-trade-talks-agreement-bilateral-washington-tariffs-trump-apple-125051501631_1.html

https://www.federatedhermes.com/us/insights/article/summer-is-supposed-to-be-for-chilling.do

https://www.perenews.com/japanese-investors-us-real-estate-still-reigns-but-europe-gains/

https://www.bloomberg.com/news/videos/2025-06-02/horizons-middle-east-africa-6-2-2025-video

https://finance.yahoo.com/video/why-trump-big-beautiful-bill-120259865.html

https://timesofindia.indiatimes.com/business/international-business/amidst-trade-war-donald-trump-says-he-will-always-like-chinas-xi-jinping-but-adds-he-is-extremely-hard-to-/articleshow/121615729.cms

https://www.streetinsider.com/Reuters/BOJ%2Bchief%2Bvoices%2Bconfidence%2Beconomy%2Bcan%2Bwithstand%2BUS%2Btariff%2Bhit/24887005.html

https://www.thetimes.com/business-money/companies/article/business-news-uk-companies-ftse-100-shares-tariffs-ddh5nk7q7

https://www.jdsupra.com/legalnews/the-health-record-healthcare-law-8590891/

https://www.fxstreet.com/analysis/week-ahead-another-fork-in-the-tape-chase-the-break-or-wait-for-the-whip-202506082310

https://www.fxempire.com/forecasts/article/gold-xauusd-and-silver-build-positive-price-momentum-as-tariff-ruling-pressures-us-dollar-1522746

https://www.ig.com/en-ch/news-and-trade-ideas/how-will-tariff-hikes-and-rba-minutes-impact-the-aud-usd-outlook-250602

https://www.ainvest.com/news/atlanta-fed-q2-2025-gdpnow-surge-4-6-implications-equities-fixed-income-2506/

https://financialpost.com/investing/ai-infrastructure-trade-roars-back

https://www.rttnews.com/3543294/japan-stocks-expected-to-open-under-pressure-on-monday.aspx

https://www.msn.com/en-us/money/companies/5-minute-deep-dive-could-this-gold-junior-s-strategic-partnership-and-strong-fundamentals-fuel-a-major-run/ar-AA1Go4vb?ocid=finance-verthp-feeds

https://simplywall.st/stocks/us/semiconductors/nasdaq-txn/texas-instruments/news/texas-instruments-txn-nears-end-of-heavy-spending-cycle-is-t

https://sherwood.news/tech/ives-tesla-shares-way-oversold-on-musk-and-trump-social-media-feud/

https://www.gurufocus.com/news/2914441/us-inflation-and-tariffs-key-insights-ahead-of-fed-meeting