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How Much Inflation Will President Trump’s Tariffs Cause?

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The U.S. government is poised to shake up global trade in April 2025. Tariff rate increases are scheduled to go into effect on imported goods from Canada, Mexico and China. In the early months of his 2nd term, President Trump has proposed several other tariff rate increases targeting specific industries like automakers and pharmaceutical companies. Some economists argue these new trade policies will be inflationary. Others say foreign countries will pay for them. Research from the Federal Reserve, shows that consumer prices may rise if businesses pass the increasing tax burden onto their consumers. But the central bank’s leaders are considering the full effects of the administration’s trade, immigration, regulatory and fiscal policies before adjusting monetary policy. Watch the video to find out if the new tariffs will be inflationary and what, if anything, the Federal Reserve will do about it.

Chapters:
0:00 Cold open
1:17 Markups
4:07 Imported products
6:11 Transitory inflation

Produced and Edited by: Carlos Waters
Additional Camera by: Jordan Smith
Animation: Jason Reginato
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images
Additional Sources: Allianz, Bolton Partners, Fidelity, Grant Thornton, Federal Reserve Bank of Boston, Federal Reserve Bank of Minneapolis, Morningstar, Peterson Institute for International Economics

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How Much Inflation Will President Trump’s Tariffs Cause?

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What Will TV Look Like In 3 Years?

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Media executives, including Jimmy Pitaro, Chris Winfrey, Anjali Sud and Jeff Zucker, share their predictions about what the TV market will look like three years from now with CNBC’s Alex Sherman and Lillian Rizzo.

Chapters:
0:00 Introduction
1:22 In three years, will we have hit a floor on cable TV subscribers?
2:41 What’s one thinkg that will become a TV industry standard that doesn’t exist today?
4:22 Will there be a major government action to prevent a Big Tech company from getting bigger in the entertainment industry?
6:01 Are we in a sports ratings bubble?
8:34 What is another service you think will gain significant market share?

Produced, Shot and Edited by Devan Burris
Reported and Hosted by Alex Sherman and Lillian Rizzo
Senior Managing Producers: Shawn Baldwin and Jordan Smith
Senior Director of Video: Lindsey Jacobson
Animation by: Jason Reginato
Additional Camera by: Rowan Buck
Additional Footage: Getty Images

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Watch AI Dock A Boat

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CNBC’s Contessa Brewer tests out the new tech that will fuel profits for the boating industry.

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Watch AI Dock A Boat

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Apple 9.7-inch iPad Pro available March 31 | CNBC

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(OPTIMIZED VIDEO SPECIFIC DESCRIPTION)
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Apple 9.7-inch iPad Pro available March 31 | CNBC

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Why High Tech Cars Might Age Like Smartphones

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Software defined vehicles offer advantages their analog rivals can‘t compete with. But the hardware and software in them needs to be maintained, and some owners have found their cars suddenly obsolete or without key features. CNBC talked with industry figures, including Rivian Chief Software Officer Wassym Bensaid about the promise of software defined vehicles and how his company is trying to handle the challenges this new form of ownership poses.

Chapters:
00:00 Introduction
01:22 Chapter 1: Software-defined cars
02:34 Chapter 2: The problem
04:39 Chapter 3: Keep it running

Produced by: Robert Ferris
Shot and edited by: Darren Geeter
Additional Camera: Andrew Evers
Senior Managing Producer: Tala Hadavi
Additional footage: Getty Images

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Inside SK Hynix: We Went To Korea To See The World’s Biggest AI Memory Buildout

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South Korean chip giant SK Hynix, which makes the majority of the world’s high-bandwidth memory chips for artificial intelligence, is undergoing the world’s largest memory fab buildout, betting $720 billion to triple capacity by 2034. This secretive memory king is also the hottest new entrant to the U.S. market, following a blockbuster Nasdaq debut in July.

SK Hynix, whose market cap has jumped more than fivefold in the past year and now tops $1 trillion, is making a big bet that extreme demand from AI is here to stay. Soaring memory prices exacerbated by capacity constraints are changing the fabric of the classic boom-and-bust industry, with AI chip giants like Nvidia willing to take on more risk as they scramble to secure supply. This is a never before seen look inside the highly secured company from the largest factory being built in South Korea to an inside look at a cleanroom where memory is made, to SK Hynix’s first ever U.S. facility coming in Indiana.

Plus, CNBC’s Katie Tarasov got a rare chance to sit down with SK Group Chairman Chey Tae-won and SK Hynix technology leads to ask about the huge risks they’re taking in hopes that AI has changed the memory business for good.

Chapters:
0:00 Introduction
2:09 $720 billion chip bet
8:23 Making HBM in a hurry
12:43 Boom and bust?
17:42 Coming to America

Reporter and Producer: Katie Tarasov
Senior Director of Video: Jeniece Pettitt
Edited by: Erin Black, Andrew Evers
Additional Camera: Richard Larkin, Nenad Simic
Animation: Jason Reginato, Emily Park, Christina Locopo
Additional Footage: SK Hynix, AMD, Samsung, Micron, Getty Images, Solidigm, ASML

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