FT报道称，中国正警告西方企业不要囤积稀土，否则可能面临更为严重的短缺风险。美中贸易全国委员会的报告称，大额订单，尤其是“高于申请人历史平均水平的订单激增，会受到更严格的审查，以防止出现明显的囤积行为”。 https://t.co/XE3atR9M3J ...

Geopolitics and Macroeconomics - President Trump expressed optimism about potential peace deals between Russia and Ukraine, suggesting a second meeting with European leaders [39][40][41] - The report highlights the unpredictable policy decisions of the White House and their implications for investors [42] - New Zealand aims to be a beacon of stability, emphasizing rules-based trade and declining interest rates [43] - New Zealand faces a 15% tariff rate due to a small trade surplus with the U S, preferring a lower 10% rate [49] Market and Economic Indicators - PPI (Producer Price Index) data came in hotter than expected, raising concerns about potential upward pressure on inflation [3][21][22][38] - The market is pricing in a 97% expectation of a rate cut, but the timing and pace of Federal Reserve cuts are uncertain due to inflation data [22][26] - The report mentions a 52% magnitude earthquake 132 kilometers southwest of Alaska [14] - The Dow declined 02%, the NASDAQ was down 24 points, and gold was down $18 per ounce, a drop of 05% [17] - Bitcoin tumbled 45% [18] Company Specific News - Tapestry (parent company of Coach and Kate Spade) is plunging 14% due to a missed annual outlook for key profit and greater than expected headwinds from tariffs [18][83] - Miami International and MIAX (exchange operator) was up by 33% on its first day out [19] - Deere trimmed its net income forecast for the full year, leading to a 6% drop in stock price [81] - AXIS Capital Holdings is using AI to bring innovation and insights through data recognition to its policyholders [66][69]

Oh boy. Treasury Secretary Scott Besson recently did an interview and he says tariff income is going to be over 1% of GDP. I I'd been saying 300 billion, but I think we're going to have to substantially revise that up.So well in excess 1% of GDP. And then with the new investment there, the sovereign investments that we talked about, but then in terms of the committed investment by private industry, we're well over 10 trillion. Regardless, whatever you think about the tariffs, whether they work or don't work ...

Trade Policy Impact - The tariffs implemented by Donald Trump have disproportionately affected the South-East Asia region [1] Media Mention - "Money Talks" podcast discusses the impact of tariffs on South-East Asia [1]

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The following is a conversation with Ku Jin, an economist at the London School of Economics specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She wrote the highly lauded book on China titled The New China Playbook: Beyond Socialism and Capitalism that details China's economic transformation since 1978 to Today. and it dispels a lot of misconceptions about China's economy that people in the west have. This is the Lex Freedman podcast. To support it, ...

Mary, Canada is facing difficulties on multiple fronts. Obviously, China in the news today. But you know, you've had a 25% tariff on non USMCA goods for several months at this point and the economy is suffering.What advice would you give to Mark Carney right now. Well, the prime Minister is at the negotiating table and and he and his team will continue to do that. And I think my advice would echo that of Canadians.It's really important that Canada gets a good deal and not just any deal. And I think Canada h ...

Trade Policy - US and China extend tariff truce for another 90 days [1] - US tariffs on Chinese imports remain at 30% [1] - Chinese tariffs on US goods remain at 10% [1] - Original tariffs were scheduled to snap back to 145% and 125% respectively [2] Geopolitics and Trade Relations - India is considered an ally, but faces trade pressure [3] - China is considered the "worst" but receives more lenient treatment [3] - Pragmatic approach is prioritized over consistent principles in trade negotiations [4] - Maintaining trade relations with China is considered important [4] - Europe also deserves "tough love" in handling trade matters [6]

China has eased curbs on urea shipments to India, the latest indication of a thaw in tensions between Beijing and New Delhi https://t.co/Eit6lX695S ...

South Africa will submit a revised trade-framework deal to the US as it seeks to reduce a 30% tariff imposed by President Donald Trump https://t.co/I7JQJ65U3T ...