Taiwan's Pegatron, an important supplier to Apple and Dell, said on Monday that President Donald Trump's tariffs were confusing U.S. customers and risked leading to shortages of consumer electronics in the United States.

Good morning. Americans face a supply shock that may last all the way to Christmas. Canadians go to the polls today. And there’s been an arrest in connection with the theft of the Homeland Security Secretary’s handbag.

An American business group said Chinese officials had surveyed companies about American products that are crucial to their supply chains.

Tariffs on imported goods from China currently sit at an eye-popping 145 percent—and up to 245 percent for some products.  While reports also suggest President Donald Trump may dial back the tariff levels any day now,

Trump's erratic, and often confusing, rollout of tariffs has led to unprecedented market volatility and serious damage to investor trust in U.S. assets.