The effects of Trump's tariffs on global supply chains and US companies already have

Ryan Peterson:

I think it still comes. I think we are at the point where the administration changes or starts to de-escalate these 145 percent tasks from China, which is all the signs that they will do that, but now is it a question of how low they bring and how quickly they do?

So it's still time. And there is still – if you change the course quickly and bring the tariffs far down, I think that it would be one – we don't have to worry about it, but every week that passes increases the likelihood that companies fail massively.

And some of the rumors are that they will call it 50 percent for China. Well, that's still very extreme. I think many companies will still be exposed to the risk of failure there. But it is very difficult to know what the right service is. We saw that duties on the rest of the world came in around 10 percent.

It is 10 percent during this current break. That seems to be like an output. The market could record that. In fact, the volumes of the rest of the world have risen by about 5 percent since April 9th ​​since April 9th. So it seems that companies are in order with the 10 percent. The system really seems to break somewhere between 10 and 145.