President Donald Trump has doubled the tariff on India to 50% for buying Russian oil.But China, the biggest buyer of Russian energy, has not faced such punitive secondary tariffs. @allenwan290 explains what leverage China may have over India. https://t.co/h9PJW4omFY https://t.co/FLHBh52WXK ...

Switzerland is likely to face a mild recession, should Donald Trump’s tariffs of 39% stick. Many hope negotiations will bring down the rate. And Switzerland’s flexible economy will be able to adjust https://t.co/t8RogNBNkj ...

7 August 2025 | 10:20AM BST Europe Technology: Semiconductors: First thoughts on potential implications of US tariffs on our coverage US President Trump in an Oval Office briefing held yesterday (August 6) announced a 100% tariff on semiconductors imported to the US. That said, we note that the US administration has offered an exemption from these tariffs to companies who have invested in the US, or have pledged to invest in US manufacturing facilities. As such, we highlight that the briefing provided no in ...

August 7, 2025 08:47 PM GMT US Inflation Monitor | North America CPI Preview: Tariffs continue to lift inflation Core CPI at 0.32% m/m (3.04% y/y), showing more signs of a tariff push. Core goods inflation rises as car prices inch up. Services inflation moves sideways, with weaker healthcare but higher airfares, hotels and car insurance prints. Headline at 0.25% m/m, 2.76% y/y, NSA Index: 323.218. Exhibit 1: Core CPI inflation and contributions 0.28 0.31 0.27 0.29 0.21 0.45 0.23 0.06 0.24 0.13 0.23 0.32 -0. ...

US Rates Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. Global Macro Research August 4th, 2025 Global Macro Outlook and Strategy {[{xTcfaSlj-ZSQMv-ljRpIM6lugQv_pp1nlvYdrybTZAsKyAHAdSsVxQ}]} Global Rates, Commodities, Currencies and Emerging Markets Overall summary Hold 5s20s steepeners as low-beta way to position for lower front-end yields. We anticipate Treasury will begin a mul ...

It is day 200 of the second Trump administration and Donald Trump's tariff regime is now officially in place. He has been celebrating since late last night. Just before midnight, he posted that billions of dollars, quote, largely from countries that have taken advantage of the United States for many years will start flowing into the United States. Then just after midnight, he posted, "Billions of dollars in tariffs are now flowing into the United States of America." Well, today Commerce Secretary Howard Lut ...

India’s domestic institutions made their largest purchase of local stocks in four months, providing a cushion to markets reeling from President Donald Trump’s escalation of tariffs. https://t.co/uOqr8npAtP ...

India will never compromise on the interest of farmers, fishermen and dairy farmers. I know personally I will have to pay a heavy price for it, but I am ready for it. Let's bring in Inu Manak, a Fellow for Trade Policy at the Council on Foreign Relations.And great to have you with us. And, you know, this is another example of President Trump sort of trying to achieve his foreign policy goals through trade policy. Right.Do you think it will be successful, given that we know for India the issue of purchasing ...

The US confirmed it would end stacking of universal tariffs on Japan and cut car levies as promised, Tokyo’s top trade negotiator said after a meeting with his counterparts in Washington https://t.co/4XhoMgTuOQ ...

Trump's trade war heating up again while he also tries to use and sometimes blatantly abuse federal government power to take control of free markets on Wall Street. An interesting contrast as we've reported because so many Wall Street folks worried that past Democratic administrations would interfere in their business, but this first year of Trump second term has done so more than any modern administration. As for the tariffs today, they are here hitting many countries, raising import taxes to the highest l ...