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ACME Intelligence Report (05/06/25)
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From: Holly (holly@clipbook.io)
8:15 am ET, May 6th, 2025
(8 hours ago)
To : ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com, ****@acme.com
Good morning ACME Team,
Sharing some insights and analysis from the larger report below.
BCG’s Thought Leadership Is Actively Shaping the Conversation
Major media outlets are consistently turning to ACME for analysis on supply chain disruption and policy-driven market volatility - reinforcing your firm’s positioning as a trusted voice in complex global environments.
In a media cycle driven by uncertainty, ACME is positioned as a stabilizing force - translating volatility into strategy.
Tariffs Dominate the Narrative - and the Numbers
Over 80% of top-read coverage this week (featured in The New York Times, CNN, Business Insider, and Fortune) centered on Trump’s 145% China tariffs and their economic fallout.
Major brands (including Apple, Amazon, and Coca-Cola) are restructuring their operations or issuing earnings warnings tied to tariff impacts.
India and Southeast Asia Increasingly Positioned as Strategic Trade Alternatives
Please let me know if you have any questions.
Best,
Holly
ACME
Energy Storage News
(Thursday, May 01, 09:49 AM | By: April Bonner)
A recent report from ACME stated: 'In the US, data centre power demand will account for up to 60% of total load growth from 2023 through 2030, outpacing load growth in sectors such as transportation electrification.' Industry calls for policy certainty, streamlined permitting Policy direction and moves from the Trump administration, such as a 145% tariff on imports from China and potential removal of the Inflation Reduction Act's (IRA) investment tax credit (ITC) for clean energy projects, could create a much more difficult environment for energy storage developers.
(Thursday, May 01, 10:49 AM | By: Matt Ashare)
Technology executives raced to refine spending strategies in the face of economic uncertainty stirred up by President Donald Trump’s sweeping tariffs regime announced last month, according to ACMEBCG. The firm surveyed more than 300 senior IT leaders across North America and Europe for a report published last week.
Competitive Landscape
McKinsey & Company
(Friday, May 02, 08:45 AM | By: McKinsey & Company)
In our view, the history that led to this volatile moment is important but not as important as what comes next. Many will agree that global and local economies need to find a new balance: a United States that produces more of what it consumes, a China that consumes more of what it produces, a Europe that is competitive and can grow, and a “global south” that connects with advanced economies and finds its path to prosperity.
Many CEOs and top teams have launched some kind of nerve center to understand their exposure to shifting tariffs, economic policies, and national-security priorities. This is the right first step. We also believe that management teams need to use this structure to build a complementary perspective: exploring opportunities.
(Sunday, May 04, 08:00 AM | By: Gabrielle Fonrouge)
Temporarily lowering prices as brands brace for costs to rise might feel counterintuitive, but anything retailers can do to "shore up their overall financials" ahead of a potential drop off in spending is a smart move, said Sonia Lapinsky, a partner and managing director at consulting firm AlixPartners.
Global News Canada
(Sunday, May 01, 03:41 PM | By: Uday Rana)
“Business confidence is cooling. Investments are stalling. Canada’s economy is walking on a tightrope, but this may be our moment to build a more resilient, productive, and diversified future,” Deloitte Canada said in the spring edition of its economic outlook.
The Guardian
(Sunday, May 04, 11:00 AM | By: Luca Ittimani)
Despite the market frenzy, the tariff regime isnt't expected to deal direct damage to Australia's economy in the short term, Stephen Smith, partner at Deloitte Access Economics, says.
Market Leaders Commentary
Business Insider
(Sunday, May 04, 06:11 AM | By: Alex Bitter)
For some companies, tariffs present a clear, if difficult, problem: Goods made in other countries, especially China, are now more expensive to bring into the US. For brands and retailers to protect their profit margins, that will mean hiking the prices that shoppers pay. Other brands import far less to the US, but are seeing people in other countries turn away from their goods due to their connection with America. Here are some of the ways that tariffs are affecting some of the biggest consumer brands and retailers, as spotted in the latest round of earnings reports.
(Friday, May 02, 05:29 PM | By: Jason Del Rey)
In the weeks since President Trump’s bombshell China tariff announcements, many U.S.-based Amazon sellers have acknowledged that while the new import costs may cripple their business, their China-based rivals would mostly emerge just fine. Amazon, under this theory, would also weather the tariff storm without much pain.
(Friday, May 02, 08:04 AM | By: John Liu)
Tariffs could add $900 million to Apple's costs this quarter, Apple CEO Tim Cook said on Thursday, as he revealed the tech giant was shifting production of iPhones sold in the United States from China to India.
'Assuming the current global tariff rates, policies, and applications do not change for the balance of the quarter and no new tariffs are added, we estimate the impact to add $900 million to our costs,' he told a quarterly earnings call.
(Sunday, May 04, 12:14 PM | By: Anubhav Mukherjee)
Omaha-based investment giant Berkshire Hathaway's Chief Executive Officer (CEO), Warren Buffett, in the shareholders meeting hosted on Saturday, May 3, said that the import certificates, which he recommended in 2003, for a balanced trade as 'gimmicky' yet better than the current US trade policy of high tariffs.
According to the news portal's report, Buffett, earlier in an opinion piece on the news portal, proposed that import certificates (IC's) are a method to keep a balance in trade instead of slapping tariffs for imports.
In the shareholders' meeting hosted on Saturday, May 3, 2025, Warren Buffett criticised the current US trade policy stance and said that trade should not be used as a weapon against other world nations.
Ed Krassenstein (@EdKrassen),
)
(Saturday, May 03, 9:01 AM)
BREAKING: Warren Buffett moments ago at the 2025 Berkshire Hathaway annual shareholder meeting just came out against Trump's Tariffs in a major way:
"There is no question that trade can be an act of war. It has led to bad things — the attitudes that it has brought out. In the United States, we should be looking to trade with the rest of the world. And we should do what we do best and they should do what they do best.
That’s what we did originally. We were good at producing tobacco and cotton 250 years ago and we traded it. We want a prosperous world but eight countries with nuclear weapons, including a few that I would call quite unstable, I do not think it’s a great idea where a few countries say ‘hahaha we won,” and other countries are envious."
Inc. Magazine
(Monday, May 05, 06:00 AM | By: Stephanie Mehta)
CEOs and other business leaders are scrambling to understand how customers might respond to financial uncertainty brought on by tariffs and other factors roiling the markets. Early signs are not great: The University of Michigan Consumer Sentiment Index in April fell for the fourth straight month.
Experiences aren't recession-proof, of course, and they're not immune to tariff impacts. Royal Caribbean’s own data, fielded in April, found that seven out of 10 consumers intend to spend the same or more on leisure travel in the coming 12 months, and that nine out of 10 consumers are looking for value when making vacation plans.
(Saturday, May 03, 10:01pm)
Click Here to Listen
President Trump’s ongoing trade war and tariffs continue to spark concern, with roughly half of Americans worried about their impact. MSNBC’s Ari Melber reports and is joined by MSNBC's Catherine Rampell and Reverend Al Sharpton, host of PoliticsNation.
Government Stakeholders
White House & Executive Cabinet
(Monday, May 05, 05:31 AM | By: Siladitya Ray)
President Donald Trump said he has ordered his administration’s trade officials to impose a 100% tariff on all films produced abroad—alleging Hollywood studios were moving productions out of the U.S. to benefit from financial incentives offered by some countries.
(PODCAST) Up First from NPR
(Thursday, May 1, 9:00am)
Click Here to Listen
President Trump's tariffs have gone into full effect just as U.S. trade partners seek negotiations. President Trump has raised the import tax on Chinese goods to a minimum of 104 percent. And, the U.S. Supreme Court has said the Trump administration is free to proceed with the firing of 16,000 probationary federal employees for now.
Business Insider
(Sunday, May 04, 06:00 AM | By: Bradley Saacks)
At an event filled with titans of industry, agenda-setting CEOs, and opinionated billionaires, Scott Bessent is the most important attendee.
Now, Trump's nationalist tariff policies have frustrated his wealthiest supporters, and equity and bond markets have been rattled by the expected impact on global trade. Investors are so desperate for good news that even whispers about potential trade deals with countries like India or China can give stocks a short-lived boost. Billionaire investor Dan Loeb recently said at an Economic Club of New York event that Trump needs to get " some points on the board" and sign trade deals to keep foreign capital invested in the U.S.
(Sunday, May 04, 04:06 AM | By: Sasha Rogelberg)
The future of labor is providing maintenance for automated factory technology, Commerce Secretary Howard Lutnick told CNBC. He posited that the growth of manufacturing in the U.S. as a result of President Trump’s tariffs would spur more jobs in the form of factory work. Labor experts are dubious about the growth and sustainability of these jobs.
U.S. House
(Monday, May 05, 07:06 PM | By: Meredith Lee Hill)
Republicans on the House Rules Committee moved again to block a vote on rolling back Donald Trump’s tariffs. Monday in their latest effort to protect the president’s authority over global trade.
Speaker Mike Johnson has given Trump immense leeway on the trade levies as the fallout continues to reverberate through the financial markets and the broader global economy. Last week, Johnson cracked the door open to congressional action on the tariffs if an “imbalance” develops between the branches. But said he didn’t believe it would become necessary.
(Thursday, October 12, 4:30 PM)
CDC data show that last year's flu vaccine was 43 percent effective at preventing hospitalization among adults. People vulnerable to severe outcomes, which includes everyone 65 and older as well as those with chronic medical conditions, should receive the new coronavirus vaccine for this reason alone.
Tom from New York is a 79-year-old with emphysema and congestive heart failure who is receiving treatment for bladder cancer. He wrote about the relief he felt after receiving the new vaccine, noting that he felt it was finally "safe" to attend operas without a mask.
International Stakeholders
(Monday, May 05, 11:32 AM | By: Lucy Hooker)
The UK and India have agreed a trade deal that will make it easier for UK firms to export whisky, cars and other products to India, and cut taxes on India's clothing and footwear exports. India, currently the fifth largest economy in the world, is forecast to become the third-largest within a few years, making it a desirable trading partner for the UK, currently the world's sixth largest economy.
(Sunday, May 04, 03:01 PM | By: Alain Bentéjac, Etienne Vauchez)
The initial reaction to the tariff war announced by the United States was shock, leading many economic operators to suspend all decisions while awaiting clarity. However, the new American stance also generates opportunities, and France is well-positioned to take advantage of them.
(Monday, May 05, 01:36 AM | By: Mark John)
While financial markets are betting the U.S. and China will pull back from an all-out trade war and that Trump will cut deals to avert higher tariffs on others, the sheer uncertainty of where this ends has become a major drag factor in itself.
Beijing said on Friday it was evaluating an offer from Washington to hold talks over 145% U.S. tariffs, to which it has responded with 125% levies.
Syndicated By: Business Standard
(Monday, May 05, 01:36 AM | By: Zhang Xi)
Despite unilateral pressure from the US, China's stable and resilient market continues to provide opportunities for global businesses. China has demonstrated its commitment to fostering an equitable global economic landscape by creating opportunities for small businesses to thrive without market access barriers, nurturing cutting-edge technological innovation, and strengthening cooperation among developing nations.
(Sunday, May 04, 08:27 PM | By: Reuters)
U.S. President Donald Trump on Sunday said the U.S. was meeting with many countries, including China, on trade deals, and his main priority with China was to secure a fair trade deal.
(Sunday, May 04, 05:25 PM | By: Yoshiaki Nohara)
Japan's Finance Minister Katsunobu Kato said the country won't use the sale of its US Treasury holdings in trade talks with Washington, clarifying his previous remarks that suggested they could be used as a negotiating tool.
(Saturday, May 03, 08:07 PM | By: Japan Times Staff)
Tokyo's envoy for U.S. tariff talks said Saturday after a second round of negotiations that Japan was insisting Washington review all the levies as a precondition to a trade deal.
After arriving back in Japan, Ryosei Akazawa told reporters that the two sides "made progress" toward an agreement, but stressed Tokyo was insisting that all tariffs be reviewed.
(Monday, May 05, 01:24 AM | By: CNBC)
There is a possibility that Malaysia can negotiate a reduction in threatened U.S. tariffs as Washington has agreed to further talks, but the global trade war meant economic growth was likely to be below target this year, the Prime Minister said on Monday.
Anwar said Malaysia would also aggressively explore new trading opportunities and boost exchanges between existing trade partners, including China and the European Union.
(Sunday, May 04, 10:37 PM | By: Reuters)
U.S. President Donald Trump's "reciprocal" tariffs are negatively affecting the global economy, Vietnamese Prime Minister Pham Minh Chinh said on Monday.
The tariffs, including a 46% levy on Vietnamese goods, are threatening global supply chains, Chinh told the parliament, adding that the country’s export-reliant economy is facing a “challenging and complicated situation.”
Reuters
(Monday, May 05, 10:11 AM | By: Ananta Agarwal, Hritam Mukherjee)
Indian wire and cables maker R R Kabel's (RRKA NS), expects volume growth to more than double in fiscal 2026, with the U.S. tariff policy presenting "an opportunity" for exports amid higher levies on China, a top executive told Reuters on Monday. Higher levies on China make India's exports more competitive.
Australian Broadcasting Corporation
(Tuesday, May 06, 06:29 AM | By: Dominic Cansdale, Danielle Mahe)
United States President Donald Trump's proposed tariff on foreign-produced films would be a "kick in the guts" for efforts to turn the Gold Coast into a world-class movie epicentre, say industry leaders.
Foreign film and television productions accounted for $768 million in expenditure in Australia between 2023-24. The Australian government offers a 30 per cent location offset for large-scale film projects and a 30 per cent offset for post, digital and visual effects.
Policy
U.S. HOUSE
Tuesday, May 6
Click Here to Watch
The House Committee on Appropriations’ Subcommittee on Financial Services and General Government conducted an oversight hearing over the United States Department of the Treasury featuring Secretary Scott Bessent.
“Tax cuts and cost savings from deregulation raise real incomes for families and businesses; tariffs create an incentive for reshoring jobs and fair trade; and deregulation complements tariffs by making it easier to invest in energy and manufacturing projects.” - Scott Bessent
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