Tapas Strickland

speaker

3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · 24 hours from Tesla (and Alphabet) · 22 Jul 2025 podcast

And actually, you look at unit case volumes, and they were down 1% during the quarter there.

So perhaps still a little bit of softness there, and also perhaps a little bit of suggestion there that there's a little bit of pricing pressure there if Coca-Cola was able to increase prices there.

Yes, that's right.

And I guess it's very similar to the deal that was preliminarily finalised with Vietnam as well.

So it looks like the US is seeking to impose a higher tariff than what a lot of other people had probably assumed.

following the liberation day in the taco trade.

So back then people were thinking 10% across the board tariff because that's basically where tariffs settled back down to while this negotiating period was there.

But the letters that have gone out and the agreements that have come through, and to be fair, there's only been a couple of agreements, Vietnam, Philippines, they've settled around that kind of 19% or 20% mark.

And so you've seen a few US banks out there lifting up their tariff assumptions.

So some people who had been expecting an average tariff rate of, say, 10%, starting to lift that up to, say, 15%.

And I think around that 20% is probably where the US administration is hoping for it to settle.

And then you have to look at markets in terms of the degree of complacency you would have to say that's being shown ahead of August 1.

And so it will be interesting to see how that pans out next week in terms of the agreements that are finalised.

Not for the industrial side.

So it's still unclear what does that mean for the tech side.

And here the retaliation is going to be quite important.

So...

If the US and EU are unable to agree to a tariff agreement, then you could get some retaliation, particularly on digital services.

And then that's when that starts to bleed more through to the tech side.

But so far, that hasn't occurred.

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