Suzanne, It sounds like canned kicking might become the new policy. Well, very much so. I mean, we know that this trade truce, if you like, has recently been extended until November.And those comments there from the treasury secretary suggest that there is no rush to change things before then. And as you said there, it's working well as I see it. And I think the real focus now is whether a planned possible summit between President Trump and Jingping takes place before the end of the year.We're expecting tha ...

Donald Trump’s tariffs totalling 50% on many Indian exports are not just about geopolitics. Agriculture and dairy have been among the most contentious issues in trade talks between the two countries https://t.co/uSIM7eZcHjPhoto: Getty Images https://t.co/Ri7dfPl2JZ ...

Donald Trump’s tariffs totalling 50% on many Indian exports are not just about geopolitics. Agriculture and dairy have been among the most contentious issues in trade talks between the two countries https://t.co/YWN4515Ev9 ...

Market Trends & Trade - Trade deals and talks should matter a lot to the macro market, but much of it is already priced in [2] - The market is pricing in the absolute best-case scenario regarding a potential 90-day reprieve on trade issues [3] - The market yawned at the EU deal, indicating it was already expected [4] Risk Assessment & Market Sentiment - The market has shifted from complete risk aversion to complete risk acceptance in a matter of weeks [6] - There are signs of real froth in the market, with some describing it as a "flight to crap" [6] - The market is seeing levels similar to 2021 when money was free, which is worrisome [11] - "Flight to crap" is the opposite of "flight to quality," where investors seek maximum risk [8][9] Meme Stocks & Speculative Trading - Meme stocks and companies with no earnings are seeing bids, and SPACs are back [5] - Individuals were buying the market in April, and risky trades have worked for them [10] - The activity surrounding meme stocks is more akin to gambling than investing [12] - Options activity often precedes social media hype for meme stocks, with peaks occurring shortly after the market opens [13] Company Specific Concerns - Kohl's bonds are trading around $0.70 on the dollar, indicating potential troubles ahead [14]

Market & Trade Talk Outlook - TIAA Wealth Management manages $1.4 trillion in client assets [1] - Extending the deadline for China trade negotiations would be a positive market outcome [1] - A major deal from current China trade talks is not anticipated [2] - US trade policy uncertainty is decreasing, with European and Japanese deals setting a framework [2] - Trade truce between the US and China should hold due to economic interdependencies, despite occasional flare-ups [3] Tariff Impact & Economic Growth - Tariffs of approximately 15% are being applied to major trading partners like Europe and Japan [2] - Tariffs of 19% to 20% are being applied to other Asian countries, aimed at curbing Chinese transshipment [3] - Current tariff levels of 15% to 16% on $3.1 trillion in US imports equate to about $400 billion in taxes on businesses and consumers [5] - The economy is expected to slow down to a 1% to 1.5% growth rate due to tariffs [5] Potential Economic Offsets - The market is anticipating potential Fed rate cuts, looking past inflation and focusing on a cooling labor market [6] - Deregulation and potential rise in capital expenditures could lead to an uptick in growth next year [7] - Income tax relief to households and corporations may offset some tariff costs [7][8] - Re-industrialization and manufacturing starts in the US are rising, benefiting industrial companies [9] - Reshoring is taking place, which may not be fully factored into stock prices [10]

US uh trade delegation arriving uh for trade talks uh with China. Aean Jeffs joins us now. I got some of your some of your photos uh that you sent out.I I think we're actually going to show you you're doing well. You got an eye. You've got an eye for it.There's uh you know, I'm I'm traveling with an expert cameraman here, Joe, and he's giving me a lot of advice on lighting and cropping and that kind of thing. >> Do the meatballs look like Do they look different. They're kind of pale, aren't they. They're no ...

US President Donald Trump said trade talks with Canada are not a focus for his administration right now, and instead of negotiating a deal he may decide to just leave existing import taxes in place https://t.co/4eMa9qFult ...

Tariff Negotiations & Trade Agreements - The US administration aims for tariff-free exports to partner countries, focusing on reciprocal tariffs which have decreased from approximately 50% to 20% in recent agreements [2] - Agreements are facing obstacles in the "third bucket," involving transactions like Japan's $500 billion investment in the US and financing investments in Vietnam, potentially leading to higher tariffs if unresolved [2][3] - The US administration is using threats to increase negotiating leverage, which has been effective, but the EU and China are experiencing tensions during their summit, potentially impacting US-China negotiations [4][5] - The EU's concerns about trade with China are as strong as the US's, making agreements challenging due to the need for consensus among many countries [5][6] - The reciprocal tariffs have been reduced by about 50% in the last four frameworks [13] - Key countries to watch include the EU, Korea, and India, as they significantly impact the deficit, economy, and global economy [13] - A resolution is expected, but if one of the three key countries (EU, Korea, India) doesn't reach an agreement, reciprocal tariffs may be implemented, though likely not for long [14][15] Legal & Policy Considerations - Country-specific tariffs are being challenged in court, potentially impacting the president's trade policy, but the US is expected to find ways to exert its position on tariffs and trade [8][9][10] - Countries should assume the US president will have the legal leeway needed to move forward, as past challenges have been overcome through measures like invoking national security under Section 232 [10][11]

Malaysia is optimistic it can reach a deal with the US to lower tariffs ahead of the Aug. 1 deadline for trade talks after Trump threatened to impose a steeper levy on the Southeast Asian country https://t.co/DUIbt4bUXz ...

Speaker Mike Johnson says Republicans are on track to pass President uh Trump's tax and spending bill by a July 4th deadline, but the House and Senate are still facing challenges over potential changes to the bill. Join us now, former House Speaker Kevin McCarthy. Uh he's the uh he's the chairman of the Alpha Institute.Walked in here whistling with so I mean he's in such a good mood. It's like he's always happy. Come on.Great to be an American years ago. number and and Becky immediately said, "Well, you're ...