Exclusive: The Trump administration is weighing a new plan to dramatically reduce the U.S.’s reliance on semiconductors made overseas, hoping to spur domestic manufacturing and reshape global supply chains https://t.co/C6eSS8TpyC ...

>> THIS IS BLOOMBERG BUSINESSWEEK DAILY. INSIDE ON THE PEOPLE, COMPANIES AND TRENDS SHAPING TODAY'S COMPLEX ECONOMY, PLUS GLOBAL BUSINESS, FINANCE AND TECH NEWS AS IT HAPPENS. BLOOMBERG'S THIS WEEK DAILY WITH CAROL MASSAR AND TIM STENOVEC, LIVE ON BLOOMBERG RADIO, TELEVISION, YOUTUBE AND BLOOMBERG ORIGINALS.CAROL: GOOD AFTERNOON ON THIS BUSY WEDNESDAY. WE ARE NOT AT BLOOMBERG HEADQUARTERS, WE ARE A FEW BLOCKS AWAY AT THE PLAZA AT THE BLOOMBERG GLOBAL BUSINESS FORUM. WHAT'S GREAT ABOUT THIS EVENT IS IT ALWAY ...

I think we can get to where you fit into the process of what is just massive infrastructure as a project, but that your reaction first to what's happening in the UK. It seems to be the next market in this cycle. Oh absolutely.I mean, when you think about how much potential there is in the UK, I think it is extremely exciting and very, very untapped. So I love to see companies like Microsoft and Google coming in and investing in the UK and the US and the UK actually working closer together. You say a lot of ...

A sustained rise in energy prices in South Africa is threatening to smother an industry that makes a key stainless-steel ingredient and alter supply chains to the US and other nations https://t.co/neAD4m5B9r ...

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].

Morocco’s position on Europe’s southern doorstep (and as a northern entry to Africa) has helped it insert itself into global supply chains. Foreign investment has risen swiftly https://t.co/xc9QfCaWFH ...

The latest economic indicators suggest a tricky environment for policy makers at the Federal Reserve. Inflation remains above the Fed's 2% target, but importantly, it's no longer accelerating. In fact, the inflation picture has begun to reverse in a striking way.Goods inflation is now running well below the Fed's target held by cooling supply chains and softer demand, while services inflation remains elevated and sticky, reflecting wage pressures and persistent demand in areas like healthcare. This split co ...

Germany and Canada vowed to expand cooperation on securing supply chains for the critical minerals that are key to energy and defense technologies https://t.co/O2W2pk3JvK ...

Today, the race for rare earths in high demand for things like drones and EVs, but a market all but cornered by the Chinese. Not if one American company gets its way. Vulcan Elements announcing a $65 million fund raise today, led by Altimitter's Brad Gersonner. John Masslin is that company's CEO and co-founder. He does join us now. We're so pleased to have you. Welcome and congratulations on this raise. Thanks for having me. Led by Alimter, as I said, how'd that relationship come to be? We've had conversati ...

On today’s Big Take podcast, @JoeDeaux takes us inside Greenland’s rare-earths prospects. What its resources could mean for global supply chains and how the US is planning to expand its influence https://t.co/VWIdFxCDu6 https://t.co/B84oYFK0rE ...