UBS On-Air: Paul Donovan Daily Audio 'Paying for power'
UBS On-Air: Market Moves · Podcast owner
January 16, 20262m 30s
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Show Notes
Taiwan has made an agreement with the US that will see US importers paying a 15% tariff on Taiwanese products. The 15% number might have additional significance—if the US Supreme Court rules some tariffs illegal, one alternative route is for President Trump to impose a universal 15% tariff. Taiwan pledged to increase investment in the US—some of this will be already planned investment, and markets have learned not to take such announcements as definitive.