India’s shift away from discounted Russian crude should be more than offset by gains from likely lower US tariffs, Nomura said https://t.co/Z8tNqj269w ...

Core Point - The Ontario government's $75 million advertising campaign utilized a speech by President Ronald Reagan on tariffs, but it omitted a crucial section that undermines the overall message [1] Group 1 - The ad blitz cost the Ontario government $75 million [1] - The speech referenced in the campaign is from President Ronald Reagan [1] - The omission of a key section in the speech raises questions about the message's validity [1]

Core Insights - Eli Lilly is expanding its domestic manufacturing to mitigate risks from aggressive tariffs imposed by the Trump administration [1][6] - The company plans to invest $27 billion in four new facilities, with the Virginia facility being the first [3][6] - Eli Lilly aims to become a tariff-proof pharmaceutical leader by manufacturing therapies entirely in the U.S. [6] Financial Overview - Eli Lilly's current market capitalization is $777 billion [5] - The company's stock price has shown a change of +1.06%, currently priced at $821.04 [4] - Eli Lilly has a gross margin of 82.64% and a dividend yield of 0.01% [5] Growth Potential - Eli Lilly has demonstrated unusual revenue and earnings growth, supported by rapidly growing sales of its medicines [7] - The investments in U.S.-based manufacturing are expected to bolster the company's financial performance in the coming years [7]

Cars, toys and tea are among products set to get more expensive as tariffs weigh on corporate profits. ...

and it's talking about how Mr. . Reagan in vehemently against tariffs um making the comparison to the concerns and the depth of the crisis in the depression in the 1930s and adding that heavy tariffs made that worse and the 1930s is very apt because a lot of our commentators and economists on this channel have made the point that actually the tariff levels in the United States now are comparable to the levels we saw in the 1930s. Ronny Reagan at the time is saying, "Look, I'm going to have to put some semic ...

分组1 - President Trump has halted all trade negotiations with Canada following an advertisement that criticized his tariff policies using Ronald Reagan's legacy [3][4][9] - The EU leaders failed to reach an agreement on utilizing frozen Russian assets to support Ukraine, with Belgium raising legal concerns [5][6][7] - The EU Commission President stated that the EU will continue to support Ukraine and ensure that any actions taken will respect European and international law [5][6][8] 分组2 - NatWest reported strong financial results, with a net interest income of £3.3 billion and total income of £4.3 billion for the third quarter, reflecting a 35% increase in share price over the year [3][4] - The bank has upgraded its income and returns guidance for 2025, expecting a return on tangible equity greater than 18% [3][4] - NatWest is not significantly exposed to the motor finance market, unlike other banks such as Lloyds, which have faced challenges [4][6] 分组3 - The U.S. has imposed new sanctions on Russian oil companies, indicating a willingness to increase pressure on Russia to end the war in Ukraine [9][10][14] - The U.S. ambassador to the EU emphasized that the U.S. will continue to ramp up pressure until Russia recognizes that the war is not in its best interest [10][14] - The ongoing conflict has led to economic challenges in Russia, including inflation and public discontent, which may influence the outcome of the war [10][14] 分组4 - The gold market has seen significant price movements, with gold prices experiencing a rally, although some analysts question the sustainability of this trend [19][20][30] - Pan African Resources is set to increase production by 30-40% in the next year, benefiting from the current gold price environment [22][25][26] - The company has positioned itself as a low-cost producer, with production costs around $1,500 per ounce, allowing it to remain profitable even if gold prices decline [31][32]

Traders’ reaction when they see any tweets about tariffs. https://t.co/9laAiL5SGl ...

Trade Policies and Market Reactions - President Trump announced a 100% tariff on Chinese goods effective November 1st, raising total tariffs on many products to 140% or 155%, leading to significant declines in major U.S. indices on October 10, 2025 [2][3] - The Canadian S&P/TSX Composite Index fell by 0.22% following Trump's termination of trade negotiations with Canada on October 24, 2025, while U.S. indices showed resilience [3] - Soybean futures dropped nearly 2% on October 10, 2025, due to fears of import restrictions from China, with prices hovering around $10 per bushel, down from $13 in December 2023 [4][5] Sector-Specific Impacts - The pharmaceutical sector faced a 100% tariff on imported branded and patented products, causing a sharp decline in stock prices of major pharmaceutical companies on September 25, 2025 [6] - Some pharmaceutical companies, like Merck and Johnson & Johnson, saw stock price increases due to a carve-out for U.S. manufacturing plants, indicating adaptability to tariff threats [7] - Alcoa Corporation's stock rose by 12.59% on October 23, 2025, despite warnings about demand destruction from tariffs, attributed to better-than-expected earnings [8] Geopolitical Developments - On October 23, 2025, Trump announced sanctions on Russia's largest oil companies, causing WTI crude prices to rise by 6% to $61.79, reflecting market fears of supply disruptions [9] - The sanctions contributed to a record high for the FTSE 100, with energy companies like Shell and BP seeing stock increases of about 3% [9] Social Media Influence - Trump's use of Truth Social has become a significant factor in market movements, with his posts often preceding major policy announcements that impact global markets [10] - The platform itself has experienced volatility, with forecasts predicting a drop in its stock price, illustrating the interconnectedness of social media and market dynamics [10] Market Behavior and Trends - The market often shows resilience following initial declines due to tariff threats, with analysts noting a tendency for stocks to rally on hints of de-escalation or sector-specific benefits [11] - The term "TACO" (Trump Always Chickens Out) has emerged among analysts to describe the expectation that Trump may ease tariff threats to mitigate market turmoil [11]

Just walk us through what what pushed Trump over the edge here. What was in the ad that rattled him so much. Yes, good morning, Joumanna.This does seem like this ad really infuriated the president. This is an ad that the government of Ontario put out. It features Ronald Reagan talking about the potential negative impact of tariffs and what the government of Ontario, which is one of the hearts of Canadian industry, was intending to do, is to target Republican areas in the U.S. to try to kind of sway Republic ...

The aerospace-industry supplier's new 2025 outlook includes the impact of tariffs, which the company had excluded up until now due to uncertainty about their effect. ...