Ken Griffin Ataca Isenções Tarifárias de Trump para Grandes Empresas: ’Anti-Americanas’

O bilionário das finanças dispara contra políticas comerciais seletivas enquanto Wall Street se ajusta aos ventos protecionistas.

Críticas Cortantes

Ken Griffin desferiu duras críticas às isenções tarifárias concedidas pelo governo Trump a corporações específicas. O fundador da Citadel classificou as medidas como "contrárias aos princípios econômicos americanos" em declarações que ecoaram no mercado financeiro.

Impacto Sistêmico

As exclusividades tarifárias criam distorções perigosas - beneficiando players consolidados enquanto sufocam a inovação disruptiva que normalmente emerge de startups e fintechs. Um movimento clássico de proteger os grandes enquanto finge estimular a concorrência.

Mercados em Alerta

Investidores observam atentos como políticas comerciais seletivas podem impactar fluxos de capital e valuation de ativos digitais. A fuga para criptomoedas tende a acelerar quando incertezas regulatórias atingem mercados tradicionais.

Griffin mantém seu tom combativo enquanto o debate sobre interferência governual nos mercados esquenta - mais um capítulo na eterna dança entre Wall Street e Washington, onde quem paga o pato sempre é o investidor de varejo.

Ken slams Apple’s tariff break and Tim Cook’s White House favor

Apple, the most valuable tech company in the world, is once again getting a pass. Ken said the iPhone maker should “100% not” be exempt from Trump’s tariffs. Most of Apple’s hardware has been produced in China, with newer manufacturing happening in India and Vietnam.

Still, after Apple CEO Tim Cook pledged to invest another $100 billion in U.S. suppliers, on top of the $500 billion already committed, Trump’s administration gave them a green light to skip a planned 100% tariff on semiconductors.

That investment wasn’t all Cook offered. He also presented Trump with a custom-made Apple plaque featuring a gold base, another move Ken clearly saw as a tactic to curry favor. “We’re just going to continue to favor big and connected businesses in America?” he asked, pointing straight at the cronyism baked into these types of arrangements.

Cook’s deal follows a pattern that’s been going on since Trump’s first term in office, when Apple also avoided tariffs thanks to a trade agreement with China. Ken was blunt: this is not about policy or competitiveness, it’s about which CEO knows which politician. And the outcome, he said, is a dangerous shift where companies stop innovating and start lobbying. “The core competency won’t be that you can drive innovation,” he said. “It’s that you can drive the right favors from D.C.”

Ken warns that the White House favor line is a trap

Ken said this kind of government behavior sets a trap for companies who play the game now but don’t think ahead. He warned that businesses who bend over for today’s leadership might end up in trouble when a new president takes over. “It’s the government’s engagement in picking winners and losers. And we should tread carefully on that water,” he said. “In fact, we should just stay out of it. That’s where the crocodiles live.”

He’s also raising the alarm on how tariffs affect everyday Americans. Ken compared them to a national sales tax, saying they hurt lower-income households more because they spend a bigger chunk of their income on consumer goods. “There are issues of equity and fairness,” he said, making it clear that this is about who actually carries the financial weight.

Despite all the noise, Apple’s stock has been climbing. Earlier this week, it became the last of the mega-cap tech companies to turn positive for the year. Year-to-date, it’s up just over 1%. In the last three months, Apple shares have jumped more than 25%, outpacing the rest of the market. But after Ken’s Thursday remarks aired, Apple stock dipped slightly from its highs during the session.

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