The Chinese Tariff Fallout On U.S. Retailers

Exhibit 8: Fathom China Momentum Indicator 2.0 and GDP

(Click on image to enlarge)

Source: Refinitiv Datastream/Fathom Consulting

Mineral supplies

China also has control over rare earth metals, which are much needed in the global tech industry. Restrictions on the supply of these minerals would have an impact on U.S. corporations. The ChinaScope data below highlights how rare earths are used in such key devices as cell phones. The American companies that could be affected by this include Apple, T-Mobile, Telephone and Data Systems, Microsoft and Blackberry, among others.

Exhibit 9: Mobile Phones (Down Stream from Touch Screen Display)

(Click on image to enlarge)

Source: Chinascope data, available on Battlefin Ensemble platform

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