Early Morning with Dave

Early Morning with Dave

Stocks Slump With Tariffs Back In Focus

Trump makes new threats of additional tariffs on holdout countries…

David Rosenberg's avatar
David Rosenberg
Aug 01, 2025
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Highlights

• Trump makes new threats of additional tariffs on holdout countries…

• … including a suggested 40% tariff on “transshipped” Chinese goods

• Challenger layoff data show more cuts from AI, tariffs

• German firms plan a major investment expansion

Key Takeaways

• Equities Rattled By Newest Tariff Moves: Global equity markets end the week on their back foot, with a slew of tariff announcements out of the White House having been met with a decisively risk-off tone from investors. U.S. equity futures are squarely in the red, European stocks have plunged -1.7% (largest one-day drop in the Stoxx 50 index in two months). All-in, the MSCI Asia Pacific Index is on course for its worst week since April, while the MSCI All Country World Index is on pace to extend its losing streak to a sixth straight day.

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