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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

What Trump's Tariffs Are Already Doing to World Trade – Odd Lots

What Trump's Tariffs Are Already Doing to World Trade

Date: 4/7/2025Podcast: Odd LotsOdd Lots↗

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$AMZN Discord $MSFT

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Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bearish

OCEANFREIGHT— Ocean freight prices are expected to fall significantly, possibly to historically low levels, later this year. This is likely due to reduced trade volume, potentially impacted by tariffs.
USMANUF— US manufacturing is facing challenges due to tariffs, with some companies pausing factory expansions because of increased costs for machinery.
RETAIL— Retail margins may be under pressure as companies are not fully passing on tariff-related cost increases to consumers, with only modest price hikes observed on e-commerce websites.

Not investment advice.