Geopolitical Significance - The Suwalki Gap, a 65mm area, is a crucial land bridge between NATO's central European partners and Baltic allies [1] - Control of the Suwalki Gap by Russia would create a land bridge between Kaliningrad and Belarus [2] - The US and NATO conduct military exercises in the area to deter Russian aggression [2] - The Suwalki Gap is considered by some as NATO's Achilles heel [2]

CEO Confidence & Economic Outlook - CEO confidence rebounded to roughly neutral, climbing 15 points to 49 from a low of 34 last quarter, following tariff announcements and tax bill resolution [3] - Geopolitics is the number one issue for CEOs, followed by cyber risks, with tariffs slipping to number three [5] - Despite clarity on tariffs, concerns remain about higher costs and potential impact on bottom lines for retailers [6] - Companies are negotiating within the supply chain to spread tariff costs, with some costs potentially passed on to consumers [7] - Unemployment remains low at 42%, and CEOs are not planning significant layoffs [9] Strategies for Cost Management - Companies are exploring AI as a potential boost for productivity to offset cost increases [10] - Negotiations and some price increases are being implemented to address cost differences [10] Trade & Tariffs - Increased clarity on trade, with some frameworks established with major trading partners, has contributed to improved CEO confidence [3] - CEOs are reacting to the expectation of ongoing tariffs and potential trade deals [8]

Geopolitical and Tariff Variables Impacting markets - Bloomberg Surveillance https://t.co/po1SjYVZZ1 ...

After long efforts to woo New Delhi as an ally against Beijing, Washington has suddenly veered toward hostility. It will regret the turn, says @andreaskluth (via @opinion) https://t.co/DCactw7MsK ...

The tug-of-war between China and America over the Panama Canal has a new front https://t.co/3DreQXl4zW ...

The geopolitics and tariffs and things of that nature are still something we're all learning about as an industry. So as a result, we didn't give full year guidance. Tariffs are always a bad deal for consumers.And when you look at 15%, you can say 15% is better than the 30 that were announced, but it's worse than zero. We did not expect to believe to ship, to be able to ship to China because of some of the regulations. I think the this administration, you know, the Department of Commerce, the government has ...

India and the Philippines have staged their first joint naval exercises in the South China Sea, sending a clear signal to Beijing, writes @KarishmaJourno (via @opinion) https://t.co/LrUuRwW9dr ...

Russian plot to assassinate the CEO of Ryan Metal. The Russian government planned to assassinate you. >> It's about one year ago.>> Armen Papagar, the CEO of German defense company Ryan Matal, has been enthusiastically arming Ukraine. It's brought his company unprecedented riches, but it's also put a target on his back. In 2024, US intelligence agencies warned their German counterparts that Russia was actively plotting to assassinate him.The company has emerged as a central player in Europe's push to arm Uk ...

India is resisting pressure from the U.S. to curb purchases of Russian oil, despite Trump's threats of retaliation https://t.co/rPx8HwdlrS ...

[CC may contain inaccuracies] India's poor, Chinese and Russian oil is fast emerging as a potential flashpoint with the US and the European Union. But despite threats from the US Open, India's Prime Minister Narendra modi, is refusing to budge. Over the weekend, at least four tankers offloaded 3 million tonnes of Russian crude to Indian refiners.More is on the way. Importantly, there are no directions from New Delhi to refiners to stop. On the contrary, India described its ties with Russia as steady and tim ...