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Full interview Carlos Gutierrez on U.S. pharma tariffs and global trade
CNBC Television· 2025-09-29 13:13
First, the president says he will hit drug imports with a 100% tariff increase if those companies fail to build out operations right here in America. Those tariffs are kicking in on October 1st. US pharma stocks are reacting in a kind of mixed way right now.You can kind of see now you can see Eli Liy is actually up now. The thinking there Eli Liy has a good amount of its production here in the United States. Merc Fiser, Gilead moving moving a little bit to the upside marginally.So, Madna shares down fractio ...
走出硅谷,我们去看看国际贸易的“ChatGPT时刻”
硅谷101· 2025-09-23 00:15
总觉得AI只是硅谷精英的“自嗨”?这次我们走出硅谷,亲自到拉斯维加斯超热闹的创业大赛CoCreate看看!这里没有万亿算力支出的宏大叙事,全是能解决实际问题的小创造:从智能测量工具到女性高尔夫球杆,从易穿服装到自消毒尿布台等等。而让我们惊讶的是,很多创业者借助AI工具,已经实现了“一人公司”! 从产品设计、找供应商甚至搞定贷款,AI全包了。难道一个人就能做的全球贸易时代真的来了?这期视频我们就来聊聊,在多元化的全球贸易新时代下,AI将如何真实地改变普通人的创业方式。 你会看到: 00:00 - 01:23 跳出硅谷泡沫,AI如何真正改变普通创业者的商业日常 01:24 - 04:59 CoCreate大赛,“接地气”创新如何点燃中小企业激情 05:00 - 09:27 重塑贸易流程,B2B Agent如何从搜索进化成贸易全链条大脑 09:28 - 13:16 效率革命进行时:AI大幅提效,让“一人公司”成为现实 13:17 - 16:24 科技改变金融:实现融资与支付的AI革命 16:25 - 17:24 AI赋能中小企业主:国际贸易的“ChatGPT”时刻已经到来 采访嘉宾: 张阔,阿里国际站总裁 Andr ...
Global Trade in Crisis: How Japan’s Shipping Giant NYK Stays Afloat
Bloomberg Television· 2025-09-18 01:43
Any conversation about global trade in 2025 has to begin with tariffs. >> China 67% >> then tensions followed by volatility, uncertainty and risk. Businesses are bracing for impact.Governments are scrambling to react. Central banks are planning for whatever comes next. The outlook for growth has deteriorated owing to rising trade tensions.>> But through the noise and headlines, goods keep moving across oceans to reach consumers and Japan's largest shipping company is staying the course. >> Such changes has ...
X @Bloomberg
Bloomberg· 2025-09-18 00:02
The Irish economy has shown early signs of resilience despite exposure to global trade turmoil, the Central Bank of Ireland said https://t.co/S3pRper9V2 ...
X @The Economist
The Economist· 2025-09-13 15:20
The rise of big grain suppliers makes importers confident that they can count on global trade. But trade wars are complicating the picture https://t.co/lj1UYwccdQ ...
Trump’s Market Mania: Friend or Foe to Your Portfolio?
Stock Market News· 2025-09-10 06:00
Ah, the stock market. A bastion of rationality, a serene pond reflecting economic fundamentals, right? Not when Donald J. Trump is in the headlines. The past few days have once again proven that the former (and potentially future) President remains an unparalleled maestro of market volatility, conducting a symphony of tariffs, trade talks, and policy pronouncements that leave investors either cheering or clutching their pearls. It’s less a market and more a high-stakes game of “Guess What Trump Will Tweet N ...
The Tariff Scorecard: Did We Miss The Apocalypse? Or Was It Just Postponed?
Forbes· 2025-09-07 20:05
Core Insights - The potential return to a high-tariff regime in the U.S. has sparked significant alarm among economists and financial experts, with dire predictions about its economic consequences [3][4]. - Despite initial fears, the actual negative impacts of the tariff policies have been mild or nonexistent so far, with various economic indicators showing resilience [4][38]. Inflation Impact - Initial assumptions suggested that tariffs would lead to higher inflation, but the reality is more complex, with tariffs likely causing a one-time price hike rather than ongoing inflation [6][7]. - Tariff revenues for 2026 are projected to be around $300-400 billion, representing only about 1% of total U.S. GDP, akin to a national sales tax increase [7]. - A study indicated that only 17% of the components in the Core Personal Consumption Expenditure Index are affected by tariffs, suggesting a limited overall impact on inflation [7][8]. - The Consumer Price Index (CPI) showed a year-over-year increase but remained below the two-year average, indicating stability in prices despite new tariffs [11][12]. Recession Concerns - Recession forecasts fluctuated significantly in the first half of the year, but by July, sentiment improved, with the S&P 500 achieving 32 new record highs since "Liberation Day" [15][19]. - GDP growth surged at a 3.3% annual pace in the second quarter, and consumer spending showed a year-over-year gain of 4.7%, indicating economic strength [15][17]. - Most economists surveyed have reduced their recession probability forecasts, with only 2 out of 52 seeing an increased risk [16][18]. Treasury Bond Market - Contrary to fears, the U.S. Treasury Bond market has remained stable, with the 10-year Treasury Bond yield lower than on "Liberation Day" and bond prices increasing by almost 6% since the beginning of the year [20][21]. - Investors have shown confidence in U.S. Treasury securities, even as public debt reached $30 trillion, with tariffs projected to generate approximately $3.3 trillion in revenue over the next decade [21]. Dollar Status - Predictions of a weakened dollar and loss of its reserve currency status have not materialized, with the dollar remaining dominant in international trade and finance [22][24]. - The Federal Reserve's report indicated that the dollar's share of international payments is about 50%, showing stability in its global position [25]. Foreign Investment Trends - Foreign ownership of U.S. Treasury bonds has increased since April, with foreign investors returning as significant buyers of U.S. assets [26]. - The trend of foreign investment in U.S. equities and Treasury bonds has intensified, countering initial fears of a mass exodus [26]. Global Trade Dynamics - Concerns about permanent damage to global trade networks due to tariffs have not been realized, with global trade growing by $300 billion in the first half of 2025 [28][29]. - U.S. trade volumes were higher in July than in any month in 2023 or 2024, indicating resilience in trade despite tariff implementations [29][30]. Supply Chain Stability - Initial fears of supply chain disruptions have not come to fruition, with container shipping costs falling and supply chain pressure levels returning to long-term averages [32][34]. - Companies have adapted to potential tariff impacts by improving supply chain management and resilience, mitigating risks associated with tariffs [34]. Corporate Profitability - Contrary to expectations of declining corporate profits due to tariffs, S&P 500 companies reported a 6.4% revenue increase and an 11.9% earnings growth in the second quarter [36][37]. - The majority of U.S. companies exceeded analysts' earnings estimates, indicating strong corporate performance despite tariff concerns [36][37].
X @Bloomberg
Bloomberg· 2025-09-03 14:01
RT Bloomberg New Economy (@BBGNewEconomy)Could the conditions for global trade be any trickier? #BloombergNewEconomy Editorial Director @ErikSchatzker leads conversations in Singapore November 19–21 on supply chains, shifting alliances & the future of commerce. https://t.co/bRLVmTcogz ...
X @Bloomberg
Bloomberg· 2025-08-21 13:04
Financial Performance - Shipping firm warns US levies could impact earnings [1] Market Dynamics - Global trade shifts offer opportunities for the shipping industry [1]
X @CoinMarketCap
CoinMarketCap· 2025-08-21 09:53
🚨 CMC News: China Eyes Yuan-Backed Stablecoins for Global Trade Push.🔗 https://t.co/dCTsFMm44t https://t.co/Et0MAWGXRJ ...