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Source document· March 12, 2026

Trump tariffs live updates: US explores new tariffs in investigation targeting trading partners

View original at finance.yahoo.com
Trump tariffs live updates: US explores new tariffs in investigation targeting trading partners The US is pursuing new tariffs on nations with which it trades, pivoting after the Supreme Court struck down President Trump's most sweeping tariffs under the International Emergency Economic Powers Act (IEEPA)…
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What we drew from this source

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  • Electronic refund process will be ready within 45 days

    60% confidence
  • 15% global tariff could begin sometime this week

    60% confidence
  • Trump administration's tariff refund delay is theft in broad daylight

    60% confidence
  • Importers would receive only one payment from Treasury Department, regardless of how many items or declarations they filed

    60% confidence
  • US businesses and consumers have paid for tariffs, pushing up inflation

    60% confidence
  • US economic growth was muted in February as tariffs increased costs for businesses, some of which passed along higher prices to consumers

    60% confidence
  • Customs agency cannot comply with federal judge's order to automatically refund importers' tariff payments without their requesting the refunds

    60% confidence

Data points we hold from this source

Donald Trump · tariff revenue decline1 USD
Donald Trump · planned global tariff rate15 percent
Donald Trump · current global tariff rate10 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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