Tariff $1.2 Trillion Profit Squeeze, China’s Cooldown, and Apple’s F1 Power Play

Money Masters' Market Kickoff Week 43

October 20, 2025

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Dear Money Master,

The global economy is caught in a high-stakes power play this week. President Trump’s tariff blitz could cost companies over $1.2 trillion, with companies and consumers footing the bill. In China, the world’s second-largest economy is losing steam, with growth slowing to 4.8% and property investment collapsing. Yet, while the East cools, the West is adapting: U.S. banks are posting strong third-quarter results, signaling financial resilience amid global turbulence.

In the corporate world, innovation continues to rewrite the playbook. Liberty Energy unveiled an in-house AI model to supercharge oilfield efficiency, while Credo cements its position as a critical supplier in the AI infrastructure boom. Meanwhile, Apple is placing a $140 million-a-year bet on Formula 1, aiming to redefine live sports streaming. And in mobility, Pony.ai’s robotaxis are preparing to hit European streets through a partnership with Stellantis.🌍💼

📰 Your Daily Financial Digest - October 20th, 2025

🌍 Economics & Finance:

  1. Tariffs to Cost Global Companies $1.2 Trillion in 2025 💰
    S&P Global warns that tariffs under Trump’s trade policy will burden corporations with over $1.2 trillion in extra expenses, most of which will hit consumers through higher prices and delayed supply chains. Read More

  2. China’s Q3 Growth Slows to 4.8% Amid Real Estate Slump 🏗️
    Despite meeting expectations, China’s economy posted its weakest growth in a year. Fixed-asset investment fell 0.5% and property investment plunged nearly 14%, signaling deeper cracks in the recovery. Read More

  3. U.S. Budget Deficit Narrows as Tariff Revenues Surge 📈
    The 2025 deficit dipped 2.2% from last year to $1.78 trillion, thanks to record tariff collections of $202 billion. Yet record-high interest payments underscore America’s ballooning debt burden. Read More

💻 Technology:

  1. Pony.ai and Stellantis Join Forces for European Robotaxi Rollout 🤖
    Pony.ai will supply the autonomous software, while Stellantis contributes electric vehicles like the Peugeot e-Traveller. Tests begin in Luxembourg before a wider EU expansion in 2026. Read More

  2. Credo Rides AI Infrastructure Boom to $25 Billion Valuation ⚡
    Credo’s stock has surged 100% this year as hyperscalers like Amazon and Microsoft ramp up AI data center spending. Analysts forecast 50% annualized revenue growth through 2028. Read More

  3. Apple Wins Exclusive Formula 1 Streaming Rights for $140M a Year 🏎️
    Starting 2026, every F1 race will stream on Apple TV+ at no extra charge for subscribers. Apple undercuts ESPN’s previous deal as it drives deeper into premium sports content. Read More

💹Earnings:

  1. American Express Reports 11% Revenue Growth in Q3 💳
    Revenue climbed to $18.4B on higher card spending and fee income. Lower credit loss reserves and stable write-offs supported strong results despite rising expenses. Read More

  2. Republic Bancorp Net Income Up 12% Year-over-Year 🏦
    Q3 earnings hit $29.7M, or $1.52 per share, driven by higher loan yields and stable credit quality. ROA rose to 1.69% and ROE to 10.9%. Read More

  3. Webster Bank Delivers Solid Q3 with Strong Loan Growth 📈
    Webster’s revenue reached $732.6M with loans and deposits both up nearly 3% from last quarter. ROA stood at 1.27%, while tangible ROE hit an impressive 17.6%. Read More

  4. Oregon Bancorp Earnings Jump 53% Sequentially 💵
    Net income rose to $1.1M, or $0.46 per share, as deposit growth outpaced loan declines. The board declared a $0.20 dividend, maintaining shareholder returns despite mortgage headwinds. Read More

  5. Liberty Energy Unveils AI Model ‘Forge’ in Q3 Results 🔥
    Revenue hit $947M with net income of $43M, even as sales fell 9%. Liberty launched Forge, an AI-driven asset orchestration platform, and raised its dividend 13% to $0.09 per share. Read More

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