Tariffs are dominating headlines again, but are they just a short-term negotiating tactic, or something that’s reshaping trade patterns and corporate behaviour for good? We look at what this means for investors — not just the headline tariff rate, but who absorbs the cost, where it’s concentrated, and how it’s influencing corporate decisions on supply chains and market diversification.
Market Minutes Video, September 2026
Tariffs are dominating headlines again, but are they just a short-term negotiating tactic, or something that’s reshaping trade patterns and corporate behaviour for good? We look at what this means for investors — not just the headline tariff rate, but who absorbs the cost, where it’s concentrated, and how it’s influencing corporate decisions on supply chains and market diversification.
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