UBS advises investors to buy silver, forecasting a price rise amid tariff tensions and potential interest rate cuts.

US Tariff Impact on the Market

US tariffs could have a substantial impact on the global contextual marketing market, especially in terms of cost structures and international trade dynamics. With contextual marketing relying heavily on digital platforms, mobile devices, and software solutions, tariffs on technology imports and services could result in higher operational costs for businesses.

For sectors such as activity-based marketing, which accounts for over 51.3% of the market, tariff-related increases could range between 2% and 4%, potentially leading to higher prices for end consumers. The mobile device sector, crucial for contextual delivery, may face a 3-5% rise in component costs.

Furthermore, industries like retail and consumer goods, which hold a 23.7% market share, could see reduced profit margins due to tariff-related cost increases. While tariffs may also drive companies to consider domestic alternatives to avoid additional charges, they may be faced with challenges in maintaining the competitive pricing needed in the fast-evolving digital marketing sector.

Economic Impact

• North America, the leading market, could face higher prices for technology-driven services.
• Tariffs may disrupt global supply chains, impacting regions relying on imported digital tools.
• The US market could drive the localization of digital marketing technologies to mitigate tariff effects.

Geographical Impact

• North America, the leading market, could face higher prices for technology-driven services.
• Tariffs may disrupt global supply chains, impacting regions relying on imported digital tools.
• The US market could drive the localization of digital marketing technologies to mitigate tariff effects.

Business Impact

• Higher costs could reduce the margins for businesses heavily dependent on digital marketing.
• Companies may seek alternative suppliers or in-house solutions to minimize tariff impacts.
• Small and medium-sized businesses may struggle to adapt to increased operational costs.

US Tariff Impact Percentage for Impacted Sector

The US tariffs are expected to impact sectors such as activity-based marketing (2-4%) and mobile devices (3-5%) in terms of increased costs, which could affect both pricing and competitiveness. Retail & consumer goods may experience a 1-3% rise in operational expenses due to increased import costs.

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This data package includes the underlying data files to replicate the data, tables, and charts presented in Why Trump’s tariff proposals would harm working Americans, PIIE Policy Brief 24-1.

If you use the data, please cite as: Clausing, Kimberly, and Mary E. Lovely. 2024. Why Trump’s tariff proposals would harm working Americans. PIIE Policy Brief 24-1. Washington, DC: Peterson Institute for International Economics.

The ongoing tariff conflict could lead to a 1% reduction in global container volumes by 2025, affecting shipping rates and industry operations.

US Tariff Impact on Market

US tariffs on imported components for AI servers, including GPUs and hardware, could have a significant impact on the AI servers in the financial services market. Increased costs due to tariffs may raise the overall price of AI servers, especially for cloud-based and GPU-based servers, which held a dominant share of the market in 2024.

As a result, financial services firms may face higher operational costs, potentially leading to slower adoption, particularly in sectors like banking, which accounted for 30.2% of the market in 2024. While the tariffs may present short-term challenges, the ongoing demand for AI-driven fraud detection and security solutions could mitigate some of the adverse effects. Over time, manufacturers may adapt by shifting production or seeking alternative suppliers to manage the tariff impact, ensuring continued market growth.

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US Tariff Impact on Sectors:

• Hardware: 5%-7%
• Cloud-based Servers: 4%-6%
• GPU-based Servers: 5%-7%

Economic Impact

Tariffs may increase the cost of hardware components such as GPUs and servers, leading to higher prices for AI servers in financial services. This could reduce affordability, especially for financial institutions in price-sensitive markets. Smaller firms or regions with limited budgets may face delays in adopting AI server solutions.

Geographical Impact

North America, particularly the U.S., will be the most affected by tariffs on AI hardware components. This could result in slower growth in the U.S. market, which is currently the largest, as financial institutions may face increased costs. Other regions with lower tariffs may experience faster growth in comparison.

Business Impact

Businesses in the AI servers market may see reduced profit margins due to higher component costs from tariffs. The price increases could delay procurement of AI servers, particularly for fraud detection applications, which dominate the market. Companies might explore new sourcing strategies or absorb costs to mitigate these challenges.

This paper exploits quasi-experimental variation in tariffs in southern Africa to estimate trade elasticities. Traded quantities respond only weakly to a 30 percent reduction in the average nominal tariff rate. Trade flow data combined with primary data on firm behavior and bribe payments suggest that corruption is a potential explanation for the observed low elasticities. In contexts of pervasive corruption, even small bribes can significantly reduce tariffs, making tariff liberalization schemes less likely to affect the extensive and the intensive margins of firms' import behavior. The tariff liberalization scheme is, however, still associated with improved incentives to accurately report quantities of imported goods, and with a significant reduction in bribe transfers from importers to public officials.

US Tariff Impact on Market

U.S. tariffs on imported components, such as semiconductor chips, AI processors, and cloud infrastructure, have raised production costs for personal AI assistant technology providers. Many of these components are sourced from regions like Asia, where tariff increases have resulted in higher prices for the hardware necessary for AI assistants.

As a result, U.S.-based manufacturers may pass these increased costs onto consumers, potentially slowing adoption, especially among small to medium enterprises (SMEs). The impact of tariffs is particularly significant in the chatbot and customer service application segments, where scalability and efficiency are critical. U.S. tariffs are estimated to affect 10-15% of the personal AI assistant market, with cloud-based AI assistants and natural language processing technologies being the most impacted.

US Tariff Impact Percentage for Impacted Sector

The U.S. tariffs have impacted approximately 10-15% of the personal AI assistant market, particularly affecting chatbot solutions and cloud-based AI assistants that rely on imported semiconductor chips and cloud infrastructure.

Sources for US Tariff Impact Data

• Impact of Tariffs on Semiconductor and Cloud Technology: U.S. tariffs increase costs for AI hardware and cloud components.
• Cost Increases Due to Tariffs: Tariff-related price hikes for AI assistants.
• Adjustments in AI Supply Chain: U.S. companies exploring local production to mitigate tariff effects.

Economic Impact

• U.S. tariffs on critical components have raised production costs for personal AI assistants.
• Increased prices may deter adoption, particularly among cost-sensitive customers and SMEs.
• Despite these cost increases, the market remains robust due to strong demand across various sectors like customer service and entertainment.

Geographical Impact

• North America, especially the U.S., faces higher costs due to tariffs, which could slow adoption in certain applications.
• Asia-Pacific remains largely unaffected by U.S. tariffs, maintaining competitive production capabilities.
• Europe experiences moderate impacts but benefits from a diversified supply chain and reduced reliance on tariff-impacted regions.

Business Impact

• U.S. AI assistant manufacturers face higher operational costs, impacting profitability and pricing strategies.
• Price hikes could limit the adoption of personal AI assistants in smaller businesses.
• Companies are investing in local production and alternative suppliers to mitigate t...

US Tariff Impact on Market

US tariffs on semiconductor components used in data center chips could impact the overall cost of production. As the demand for GPUs and other advanced chips used in data centers grows, tariffs on components such as processors, memory units, and storage chips could raise production costs.

This price increase may be passed onto end consumers, particularly large data centers, which account for 64.1% of the market. Given the growing importance of data processing in sectors like BFSI (which accounts for 23.0% of the market), these tariffs could slow down investments in upgrading existing infrastructure.

While the North American market currently leads, the rising costs could lead to increased competition from global manufacturers, reducing the market share in the U.S. However, as demand for high-performance computing continues, these short-term challenges may be offset by long-term growth driven by the increasing reliance on cloud services and data-intensive applications.

US Tariff Impact on Sectors

• GPU Chips: 4%-6%
• Data Center Chips (General): 5%-7%
• Semiconductor Components: 3%-5%

Economic Impact

Tariffs on semiconductor components could increase production costs for data center chips, raising prices across sectors, particularly in large data centers. This would impact enterprises relying on large-scale data storage and processing, particularly in high-demand sectors like BFSI, potentially slowing the pace of infrastructure upgrades and investments.

Geographical Impact

North America, which currently leads the market with 38.4% share, may face slowed growth due to higher prices caused by tariffs on imported components. The U.S. could experience reduced competitiveness in the global market, as manufacturers in other regions with fewer tariffs could offer more affordable alternatives.

Business Impact

Businesses in the data center chip sector may face lower profit margins due to increased production costs from tariffs. Companies might be forced to pass the increased costs onto customers, which could affect demand, particularly among smaller enterprises or those in price-sensitive industries, potentially slowing market growth.

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Toyota continues its operations without raising vehicle prices in the U.S., focusing on cost reduction despite 25% tariffs on automotive imports.

1.1 The purpose of this Notice is to advise importers that the barley products tariff rate quota (TRQ) will be filled on October 12, 2012. Consequently, October 12, 2012 (at 11:59 pm) will be the cut-off date for accounting for imports of all barley products classified under a "within access commitment" tariff item number. 1.2 All subsequent imports of barley products accounted for after the cut-off date must be classified at the "over access commitment" tariff item number, even if they are imported, or imported and released, before the quota is filled.

In May 2025, global inflation rates and central bank interest rates showed significant variation across major economies. Most economies initiated interest rate cuts from mid-2024 due to declining inflationary pressures. The U.S., UK, and EU central banks followed a consistent pattern of regular rate reductions throughout late 2024. In early 2025, Russia maintained the highest interest rate at 20 percent, while Japan retained the lowest at 0.5 percent. Varied inflation rates across major economies The inflation landscape varies considerably among major economies. China had the lowest inflation rate at -0.1 percent in May 2025. In contrast, Russia maintained a high inflation rate of 9.9 percent. These figures align with broader trends observed in early 2025, where China had the lowest inflation rate among major developed and emerging economies, while Russia's rate remained the highest. Central bank responses and economic indicators Central banks globally implemented aggressive rate hikes throughout 2022-23 to combat inflation. The European Central Bank exemplified this trend, raising rates from 0 percent in January 2022 to 4.5 percent by September 2023. A coordinated shift among major central banks began in mid-2024, with the ECB, Bank of England, and Federal Reserve initiating rate cuts, with forecasts suggesting further cuts through 2025 and 2026.

2.1 The purpose of this Notice is to advise importers that the wheat products tariff rate quota (TRQ) will be filled on October 26, 2012. Consequently, October 26 , 2012 (at 11:59 p.m.) will be the cut-off date for accounting for imports of all wheat products classified under a “within access commitment” tariff item number. 2.2 All subsequent imports of wheat products accounted for after the cut-off date must be classified at the “over access commitment” tariff item number, even if they are imported, or imported and released, before the quota is filled.

US Tariff Impact on Market

US tariffs on imported RFID hardware and components could affect the overall cost structure for data centers, potentially raising the price of RFID systems. This could slow down adoption rates, especially for smaller data centers that are highly cost-sensitive.

In the short term, RFID technology providers may face supply chain disruptions, leading to delays in product availability. Additionally, tariffs on passive RFID components could particularly impact the hardware segment, which holds over 71% of the market share.

While the long-term impact of these tariffs remains uncertain, the growth trajectory of the RFID market in US data centers is expected to continue, as the benefits of asset tracking and management in improving operational efficiency outweigh the challenges posed by tariffs.

US Tariff Impact on Sectors

• Hardware: 4%-6%
• Passive RFID: 5%-7%
• Asset Tracking and Management: 3%-5%

Economic Impact

Tariffs could increase the cost of importing RFID hardware components, driving up the price of RFID systems in US data centers. This may lead to a reduced demand, particularly from smaller data centers that are more price-sensitive. The overall adoption of RFID technology may slow down temporarily.

Geographical Impact

North America, the leading market for RFID in data centers, will face a greater tariff burden due to the high import dependence for hardware components. This could delay the adoption of RFID systems in the region, although demand for asset tracking and management will likely drive growth in the long run.

Business Impact

Businesses operating in the US data center RFID market could face higher costs due to tariffs on imported components. This might lead to increased product prices and potentially lower profit margins. Manufacturers and service providers will need to adjust their strategies to mitigate cost increases, possibly by seeking local sourcing options.

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This statistic shows the cost of non-tariff measures on U.S. agricultural exports to the EU expressed as a tariff equivalent, by product categories. As expressed as a tariff equivalent, U.S. exports of pork to the EU face an ** percent tariff due to non-tariff measures.

Non-tariff measures

Non-tariff trade barriers or non-tariff trade measures are, as the name suggests, barriers to trade other than tariffs. These are typically embodied in regulatory mechanisms such as customs valuations rules, licensing restrictions and quotas, as well as safety standards. Non-tariff barriers are generally implemented in order to help domestic business or protect the health and safety of a nation’s citizens, wildlife and environment.

The reduction or elimination of non-tariff barriers is at the heart of both the Transatlantic Trade and Investment Partnership as well as the fears of its critics. The deal seeks to make trade regulations between the United States and European Union countries equivalent in order to facilitate greater trade. A recent study on TTIP has projected that U.S. exports to the EU would increase by ** to ** percent and EU to U.S. exports would increase by ** to ** percent.

Europeans, in particular, are largely against any measures that would make their consumer and environmental safety standards in line with those of the U.S. In general, product standards in the EU are higher than those in the U.S. As an example, in terms of chemicals in products, the U.S. takes the approach that any chemical is safe until proven unsafe, whereas the opposite holds true in the EU.

India's relative price of investment rose 44% from 1981 to 1991 and fell 26% from 1991 to 2006. We build a simple DGE model calibrated to Indian data in order to explore the impact of capital import substitution policies and their reform post-1991, in accounting for this rise and fall. Our model delivers a 23% rise before reform and a 31% fall thereafter. GDP per effective labor was 3% lower in 1991 compared to 1981 due to import restrictions on capital goods. Their removal and a 71 percentage point reduction in tariff rates raised GDP per effective labor permanently by 20%.

BMW CEO Oliver Zipse suggests the EU cut tariffs on U.S. car imports to 2.5% from 10%, aiming to match U.S. rates and ease trade tensions ahead of key EU automotive talks.

Global Bulk Carrier Ships market size was $374.24 Billion in 2022 and it is forecasted to reach $412.36 Billion by 2030. Bulk Carrier Ships Industry's Compound Annual Growth Rate will be 4.4% from 2023 to 2030. Factors Impacting on Bulk Carrier Ships Market

Rise in international trading

Trading and transportation across the borders have dramatically increased over the past few decades. Moreover, recent couple of decades have seen mounted growth in world economy. This trade growth is an ultimate result of both technological advancements and reduction in trade barriers. Almost every country is aggressively promoting economic development which is driving world trade to significantly grow every year with an average growth of 6%. International trade allows countries to expand their markets by providing goods and services to other countries. It thus allows countries to extend their markets and get access to items and services that are otherwise be unavailable in their home country. International commerce also leads to the increasing competitiveness. This integration thus helps in raising living standards across the world. Import, export, and entrepot activities are used in international trade. Currently, technological innovation, increased need for a variety of items, and rising desire for authentic products are all driving up international commercial activity. Bulk carrier ships play vital role in supply chain by carrying cargo across oceans linking borders across the globe. It is one of the most cost-effective ways to transfer large amounts of commodities throughout the world. Shipping and seaborne trade have enabled the transition from a world of separated territories to a globally linked community. Hence surging international trade drives the growth of bulk carrier’s market across the globe.

Restraining Factor of Bulk Carrier Ships market

Volatility in transportation cost and tensions in trade across borders may hamper the growth of market Volatility in the prices of fuels impacts pricing of the goods. Further, in case of global rise in the tariffs, high import prices hamper firm's production costs as well as purchasing power of customers. Further, stringent regulations, such as tracking orders, meeting promised timeline, determining liabilities, etc. associated with shipping goods across borders may hinder the growth of market. Moreover, unstable political parameters of any particular country also hamper the cargo shipping market. For instance, Russia-Ukraine war has impacted the shipping industry owing to the rise in the oil prices. Furthermore, ongoing U.S.-China tariff stand-off is also threatening trading across the borders. Hence, geopolitical crisis somehow hinders the growth of bulk carriers ships market.

Current Trends on Bulk Carrier Ships

Technological Improvement

Demand for coal, ores and cement has increased owing to the liberalization in global trade. This demand will keep on increasing and to meet the growing demand, developments have been made to offer solutions that can enable reduction in the transportation cost. Moreover, rise in the environment concern is aiming to reduce the impact of CO2 emissions from ships on marine culture by reducing the fuel consumption. Hence, new regulations have made in designing smaller ship size bulk carrier ship with engines meeting the demand for lower rpm in order to obtain an optimum ship design with highly efficient large propellers.

What is the impact of COVID-19 pandemic on Bulk Carrier Ships Market?

Advent of COVID-19 in year 2020 has plunged international trade due to the reduction in production and distribution of goods. Initial period of pandemic has resulted in the double-digit decline of revenue from bulk carrier ship market. However, the second half of pandemic global trade started recovering at relatively faster pace facilitating a V-shaped graph. What are Bulk Carrier Ships?

Carrier ships are the integral link between the production and its consumption all across the globe. It thus plays very crucial part in connecting global economy. It has been estimated that almost 80% of global goods gets transported across oceans via ships. Though air freight is less time consuming, but the cost associated with it is too high in comparison to carrier ships. Further, carrier shipping allows heavy loads, as well as hazardous materials which brings flexibility in tra...

US Tariff Impact on Market

US tariffs on imported components used in data center physical security solutions could have a significant impact on the overall market. With the solution segment dominating the market, the increased cost of critical components such as surveillance cameras, biometric scanners, and access control systems may raise the price of these security solutions.

This could lead to higher costs for data centers, particularly large data centers, which account for 43.5% of the market share. Furthermore, the IT and telecommunications sector, a significant user of data center security solutions, could experience delays and cost increases due to tariff-related disruptions.

Although these tariffs might cause short-term price hikes, the long-term growth in demand for physical security in data centers is likely to continue as security concerns grow alongside the increasing data volumes handled by large centers.

US Tariff Impact on Sectors

• Surveillance Solutions: 4%-6%
• Access Control Systems: 5%-7%
• Biometric Systems: 3%-5%

Economic Impact

Tariffs could raise the cost of components critical for data center physical security solutions, including cameras and biometric systems. This price increase may affect both suppliers and consumers, especially in large data centers, leading to higher capital and operational costs for data storage and management facilities.

Geographical Impact

North America, being the dominant market for data center physical security, will be significantly impacted by tariffs on imported security components. These tariffs could slow down the growth of data center infrastructure, particularly in the U.S., where advanced technology and high-security measures are crucial for maintaining data integrity.

Business Impact

Businesses in the data center physical security market could face reduced profit margins as increased tariffs on imported components lead to higher costs. Smaller companies may struggle to absorb these costs, which could impact competition. Larger players may pass on the cost increases to customers, affecting overall adoption.

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In 2024, Chinese exports of trade goods to the United States amounted to about 438.95 billion U.S. dollars; a significant increase from 1985 levels, when imports from China amounted to about 3.86 billion U.S. dollars. U.S. exports to China Compared to U.S. imports from China, the value of U.S. exports to China in 2020 amounted to 427.23billion U.S. dollars. China is the United States’ largest trading partner, while China was the United States third largest goods export market. Some of the leading exports to China in the agricultural sector included soybeans, cotton, and pork products. Texas was the leading state that exported to China in 2020 based on total value of goods exports, at 16.9 billion U.S. dollars. U.S. - China trade war The trade war between the United States and China is an economic conflict between two of the world’s largest national economies. It started in 2018 when U.S. President Donald Trump started putting tariffs and trade barriers on China, with the intent to get China to conform to Trump’s wishes. President Trump claimed that China has unfair trade businesses. As a result of this trade war, it has caused a lot of tension between the U.S. and China. Nearly half of American companies impacted by the U.S.-China trade tariffs said that the trade war increased their cost of manufacturing. The healthcare product industry has suffered the most from the trade war in regards to reduced profits.

2.1 The purpose of this Notice is to advise importers that the wheat products tariff rate quota (TRQ) will be filled on October 26, 2012. Consequently, October 26 , 2012 (at 11:59 p.m.) will be the cut-off date for accounting for imports of all wheat products classified under a “within access commitment” tariff item number. 2.2 All subsequent imports of wheat products accounted for after the cut-off date must be classified at the “over access commitment” tariff item number, even if they are imported, or imported and released, before the quota is filled.