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A JPMorganChase Institute report reveals U.S. corporate tariff payments remain historically elevated at more than double pre-2025 levels. Midsize companies face sustained margin compression and limit…
Over 40 S&P 500 companies reported $9.6 billion in tariff refunds, with $2.1 billion already received in cash, faster than expected, a mild positive for corporate earnings and index sentiment.
U.S. government appeals a trade court ruling ordering broad tariff refunds, arguing the judge overstepped authority. Most refunds already processed; affected firms must sue individually, raising unce…
Trump-era tariff refunds (~$100B) are flowing mainly to large importers like Apple ($2.2B) and Amazon ($600M), not directly to consumers who paid higher prices, despite some pledges to lower prices.
US port import volumes rose 13.2% YoY in June as retailers front-loaded shipments ahead of new Section 301 tariffs, but growth is expected to slow into fall, reflecting ongoing trade policy uncertain…
25 states sued the Trump administration over new Section 301 tariffs on 60 trading partners, alleging illegal circumvention of a Supreme Court ruling. Litigation adds trade-policy uncertainty, potent…