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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio 'Policy competence questions'

14 Apr 2025

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US President Trump retreated from more trade taxes on Friday, exempting iPhones and some other electronics from much of the 145% tax on imports from China. This would have been a very visible tax increase. While consumers tend to be sensitive to the price of high frequency purchases like food and fuel, a roughly 60% increase in an iPhone’s consumer price from trade taxes would be noticed.

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