Apple JUST FREAKS OUT on Trump's Decision as White House Confirms 125% Retaliatory Tariffs on China
In this episode, we’ll dive into: -Why the “Independence Day” tariffs blindsided markets, -How this triggered a shocking $3.1 trillion market sell-off, -What it means for giants like Apple and how they are reacting to the spike in costs, -Which industries in America (auto, energy, manufacturing) and abroad (China, Canada, EU) are bearing the brunt, -When the next shoe may drop and whether we’re heading toward recession. Key Topics to Cover Recap: ‘Independence Day’ Tariffs & Their Scale The White House’s big tariff announcement on April 2nd. Why it’s called “Independence Day”—the logic behind “freeing America” from foreign imports. Extent: Tariffs up to 50% for some countries, averaging ~15-25% for many goods. Immediate Market Reaction: $3.1 Trillion Vanishes Explaining the “worst day since June 2020” for the S&P 500, Dow, Nasdaq. The meltdown’s magnitude: “Largest one-day wipeout in recent years.” Which major stocks were hardest hit (Apple, Tesla, IBM, etc.)? Why Did the Markets Panic? Fears of inflation + supply chain disruption + slowed corporate earnings. Worries that a trade war will stall global growth, lead to a possible recession. How big investors and funds reacted (selling in droves, flight to bonds/gold). Spotlight on Apple Apple’s heavy reliance on Chinese supply chains & imported components. Potential 8-10% rise in Apple’s production costs if tariffs persist. Apple’s direct message to the White House & the threat of relocating supply. Apple shares dropping 12% since mid-April → $200 billion lost in market cap. Sectors at Risk: Auto, Energy, Agriculture Auto: rising parts costs, job fears in GM/Ford plants, supply chain havoc. Energy: how new tariffs on imported crude or tech affect America’s oil/gas. Agriculture: possible retaliation from China, EU, or Canada on US exports. What Does This Mean for US Consumers? The immediate impact: higher prices on imported goods (cars, electronics, groceries). Potential job losses if US exports are shut out abroad, or if input costs spike. “Independence Day” ironically leading to cost-of-living increases. Politics & Reactions The White House insisting “It’s a short-term pain for a long-term gain.” Opposition from business groups (National Retail Federation, Business Roundtable). How economists warn of a 30-40% chance of recession if the trade war deepens. Global Domino Effect EU, Canada, Mexico exploring retaliation (auto tariffs, farm goods, etc.). China’s 54% combined tariff on US goods hitting American exports. The risk of entire supply chains being redrawn to dodge tariffs. Possible Outcomes & Next Steps Short-term meltdown vs. long-term new normal in global trade. Will the White House yield if inflation or public discontent grows? Analysts’ scenarios: mild slowdown, full-blown trade war, or a last-minute deal. Chapters: 00:00 – Intro & “Why A $3.1 Trillion Loss Shook Wall Street” 00:45 – Recap of “Independence Day” Tariffs 02:30 – Analyzing the Historic Market Collapse 04:15 – Apple Under Fire: Production Costs & Stock Slide 06:30 – Impact on Auto, Energy & Agriculture 08:15 – Political Reactions: Trump vs. Business Groups 10:00 – Global Ripple Effects & Retaliation Fears 12:00 – Potential Recession? Economic Warnings 13:30 – Future Scenarios & Possible Deals 14:15 – Conclusion & Final Thoughts
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アップルの時価総額 一時112兆円消失
ブルームバーグによりますと、アップルの株価はトランプ政権が相互関税を発表した2日以降、急落しました。 4日間で23％下落し、時価総額は一時、日本円でおよそ112兆円消失したということです。 アップルはアメリカで販売するiPhone（アイフォーン）のほとんどを中国で組み立てていて、トランプ政権が対中関税を引き上げたことで、大きな打撃を受けています。 今回の下落で、マイクロソフトが時価総額でアップルを抜き、世界首位となる状況もみられました。 （「グッド！モーニング」2025年4月10日放送分より）