Macro and Rates
Tariffs and trade policy
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 58
- Share
- 5.4%
- Shows
- 52
- Net sentiment
- −0.40
Bullish 3Mixed 22Neutral 11Bearish 22
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- A roughly 184 million dollar tariff refund boosted earnings, though the company is reinvesting it in prices.Costco (COST): Weaponizing a $184M government refund [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Plans to remove tariffs on about $30 billion of non-critical goods each way would ease trade frictions.Secretary Bessent: China Trade Extension & Economic Pressure On Iran · The Bret Baier Podcast · Sep 24
- The India free trade agreement is expected to cut tariffs and boost exports immediately from October.Full Show Podcast: 21 September 2026 · Heather du Plessis-Allan Drive · Sep 21
Bearish 22
- Escalating tariffs and threats raise costs, inflation and supply-chain risk for both countries' industries.The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch · Decouple · Sep 25
- Canadian retaliatory tariffs and unresolved USMCA talks raise cross-border costs and uncertainty for shippers.TWIL: A Cost Rule Peak — Canada's Tariffs Go Live, FedEx Guarantees Your Duties, and Peak Season Surcharges Land · This Week In Logistics · Sep 23
- Trade barriers and protectionism risk disrupting supply chains and adding inflationary costs to the global economy.If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway · The Master Investor Podcast with Wilfred Frost · Sep 22
- US-Canada trade tensions are cutting government procurement and forcing a lowered Secure Communications outlook.BlackBerry (BB): Building the safety brakes for physical AI [Q2 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- Host says Trump's trade war backfired, hurting the US economy and manufacturing jobs.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Tariffs raise costs and hurt businesses like the Vermont cheesemaker, weighing on the economy.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
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- Pharma tariffs of up to 100% lack clear implementation rules, threatening small and mid-sized firms.Ep. 388 - Biotech IPOs, CAR T safety & pharma tariffs · BioCentury This Week · Sep 22
- New Canadian tariffs push input costs toward the high end of forecasts, capping gross margins in the back half.General Mills (GIS): Billion-dollar yogurt distortions [Q1 2027] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 24
- Trade hostility with Canada and Europe risks rerouting trade and superpower-style economic damage.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Speakers call tariffs counterproductive and say they raise prices without rebuilding supply chains.President Xi coming to the White House · On The Ground in China · Sep 21
- A possible US diesel export ban would threaten refiner margins and the export-oriented refining model.Global Commodities: Day 31 and beyond · At Any Rate · Sep 25
- A two-month trade truce extension with no commercial deals signals fragile trade relations.Nothing Changed: China's 10-Front War on the US · Good Revenue · Sep 26
- Trade war with Canada hurts US automakers and pushes Canada toward China.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
- A flood of cheap Chinese manufactured goods is causing industrial problems for Europe, likely prompting trade barriers.Xi vs Trump: Inside the Chinese Economic Machine · The David McWilliams Podcast · Sep 24
- Welch argues Canada tariffs hurt Vermont manufacturers and farmers, raising costs and cutting sales.Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 · Squawk Pod · Sep 22
- Tariff changes and expectations add cost pressure and volatility for businesses.Tom Barkin, President and CEO of Federal Reserve Bank of Richmond · Washington Welcomes · Sep 24
- Possible US diesel export bans and EU trade measures against China could trigger retaliation and worse outcomes.Call Time At The Casino: Europe's Bad Bets Come Due · Multipolarity · Sep 24
- Export ban talk could backfire, hurting refiners and creating tensions with allies.Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants · Morning Brew Daily · Sep 24
- Tariffs are argued to hinder the trade needed to grow out of debt and sustain dollar demand.Ep. 98 | Another Day of No News is Good News · Wilmington Mortgage with Tyler Cralle · Sep 23
- Trade war with Canada pushed potash buying to Belarus and Russia, raising farmer costs.Trump Bans Crooked Media · Pod Save America · Sep 22
- Agricultural tariffs and high input costs are squeezing American farmers.NextEra–Dominion, Generac's $8B Amazon Deal, and the Farmer Vote · Boots on the Ground with Yann Brandt and Abby Hopper · Sep 22
- Speakers say farm trade access losses and export disruptions hurt growers and raise grocery prices.Making Food Waste a Climate Priority · Food Talk with Dani Nierenberg (by Food Tank) · Sep 21
Mixed 22
- Trade deficit reduction is a long-term aim, but enforcement and Chinese compliance remain uncertain.Is China Aiding Iran's Strikes on U.S. Troops? Steve Mosher Exposes Beijing's Unrestricted Warfare · Brian Kilmeade Show · Sep 27
- A stable trade truce and deals would help, but tariff threats and renegotiations remain uncertain.What Strong Growth Means for the Fed and Markets · This Week in Business · Sep 25
- UK faces a tough choice between EU made-in-Europe access and its own looser China tariff stance.Bond rout pushes US mortgages rates past 7% · FT News Briefing · Sep 25
- Trade truce expires November 10; extension talks and tariff cuts remain unresolved.The State of U.S.-China Relations Ahead of the Trump-Xi Summit: A Conversation with Demetri Sevastopulo and Xiangwei Wang · ChinaPower · Sep 23
- Tariff friction with Canada is seen as largely posturing, though uncertainty is slowing capital flows.We Must Not Abandon Capitalism For Socialism | Jonathan Wellum · Thoughtful Money with Adam Taggart · Sep 22
- The truce suspending tariffs and rare earth export controls is set to expire, leaving trade outcomes unresolved.The U.S.–China Relationship Is Moving in Two Directions · The Long Game with Jake Sullivan and Jon Finer · Sep 24
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- He faults China's WTO entry and calls for fairer trade while opposing blanket protectionism and Trump's tariffs.Anthony Scaramucci: How America Got Trump · The Reason Interview With Nick Gillespie · Sep 23
- Tariff ceasefire expires November 10 and China seeks extension, but no final settlement is expected.China Insider | Trump-Xi Summit, BYD's "Evergrande" Crisis, Xi Jinping's Health Concerns · China Insider · Sep 22
- Jennings defends tariffs as beneficial for some sectors while hosts argue they raise consumer prices.The Loyal Republican w/ Scott Jennings (#576) · The Fifth Column · Sep 22
- Suspended US-China tariffs could expire within weeks, with LNG purchases and tariff cuts possibly on the table.Fault Lines Episode 628: Xi in Washington: Trade, Tech, Taiwan, and the Iran Wild Card · Fault Lines · Sep 21
- Trump-Xi trade bargaining over minerals, agriculture and tariffs left outcomes unclear.Defense & Aerospace Report Podcast [Sep 27, ’26 Business Report] · Defense & Aerospace Report · Sep 27
- US trade deficit concerns drive pressure for Korean shipbuilding investment as a tariff response.From Yard to Fleet: How South Korea Can Strengthen US Shipbuilding · K-Defence · Sep 24
- Possible export bans by China, South Korea or the US could cut global supply while raising domestic gasoline prices.The Global Diesel Problem · Thoughts on the Market · Sep 24
- The Busan truce extension and rare earth dispute were weighed without a clear lean on outcomes.(Preview) Xi Jinping Comes to Washington; US-China Agenda, Questions and Expectations; The September Politburo Meeting · Sharp China with Bill Bishop · Sep 23
- A temporary trade framework expires in November; trade growth has plateaued, with upside if leaders reassure businesses.AI, Trade, Taiwan—Here's What To Expect From The Trump-Xi DC Summit: Expert · Forbes Newsroom · Sep 21
- A Trump-Xi summit could produce trade or energy deals that move oil and rates.Hipotecas al 7% ¿Qué puedo hacer? · Café y Finanzas - By Rancel Solutions · Sep 26
- Trade truce extension and tariff terms with China remain contested with unclear outcomes.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
- A tariff refund boosted retail margins, a one-time benefit that flatters underlying results.Cracker Barrel (CBRL): The zero-growth turnaround mandate [Q4 2026] · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 24
- Reshoring and friendly-shoring supply chains are favored, but a broad protectionist retreat is rejected.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Tariff leverage and China's export diversion to Europe shape trade dynamics both ways.Xi Jinping meets Trump: who holds the cards? · Today in Focus · Sep 24
- Trade and physical conflicts weigh on confidence, yet markets have proven more resilient than expected.Sustainable Investing Perspectives: Investing in Global Transitions · UBS On-Air: Market Moves · Sep 22
- Export bans on energy and rare earth dependence on China are discussed as risks to US energy dominance.Diesel, AI, and Energy Dominance: Charlie Garcia on the Crisis Nobody Sees Coming · Energy News Beat Podcast · Sep 23
Neutral 11
- Tariff refund checks are one-off cash injections that flatter reported results rather than reflecting demand.Daily Earnings: Retailers weaponize tariff checks | COST, CBRL, GIS | Sep 24 · Earnings Unscripted: Stock Earnings Calls & Analysis · Sep 25
- EU tariff demands on Chinese cars are discussed as a factual negotiating tactic with uncertain outcome.UBS On-Air: Paul Donovan Daily Audio 'House problems' · UBS On-Air: Market Moves · Sep 25
- Extended US-China tariff truce was expected and does not change economic fundamentals.UBS On-Air: Paul Donovan Daily Audio 'In bondage?' · UBS On-Air: Market Moves · Sep 24
- Trade truce keeps tariffs lower and rare earth supply flowing, but the deal only buys time.Ep. 4184 Trump and Xi Jinping Just STUNNED The World!!! · Turley Talks · Sep 25
- Discussed as Trump's earlier tariff idea on foreign-made productions, later replaced by the tax credit approach.Dissecting the Bill That Could Transform Hollywood, With Its Co-Author · The Town with Matthew Belloni · Sep 24
- US-China meeting expected to produce limited concrete outcomes on trade and chips.Are Markets Too Calm About Higher Rates? · Market Watch · Sep 21
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- Covered only as background on US-Europe energy trade without a clear investing angle.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
- Touches on globalization and offshoring of manufacturing to China as driver of emissions trends.EP229: NYC Climate Week Takeaways: Glass Half Full · Super-Spiked Podcast · Sep 26
- Trade war history and leverage discussed without a clear investment lean.Xi Jinping meets Trump: who holds the cards? · Full Story · Sep 24
- Discussion of a diesel export ban and its effect on trade flows and refiners.Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter · The David Lin Report · Sep 24
- Tariff escalation avoidance is listed as a summit agenda item, reported without a directional view.Morning Briefing: Artemis Gold to Acquire Vista Gold in a $427 M Deal · Mining Stock Daily · Sep 21
Around it
Companies named
Shows that covered it most
- Earnings Unscripted: Stock Earnings Calls & Analysis5
- UBS On-Air: Market Moves3
- Fault Lines1
- Forbes Newsroom1
- Food Talk with Dani Nierenberg (by Food Tank)1
- Heather du Plessis-Allan Drive1
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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