Trade Relations - Brazilian government is promoting a tariff relief plan [1] - The plan is happening amid discussions with the US Treasury [1] - The goal is to ease trade tensions between Brazil and the US [1]

The Thai baht’s rally this quarter looks poised to extend, fueled by easing trade tensions and a resurgence of foreign interest in local equities https://t.co/jH8bXkuxNp ...

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Business Strategy - Turkish billionaire Robert Yuksel Yildirim is expanding his ports business [1] Market Trend - The ports business expansion is a bet on shorter voyages by merchant shippers [1] - Shorter voyages are anticipated due to trade tensions between the US and China [1]

US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions. https://t.co/qIa5sgCXUm ...

Monetary Policy - ECB 决定维持利率不变，为一年多以来首次 [1] - 维持三个关键 ECB 利率不变的决策背后存在原因 [1] - 市场利率受到关注 [1] Economic Outlook - 欧元区第一季度经济增长情况受到关注 [1] - 制造业和服务业发展情况是重点 [1] - 关税不确定性对经济有影响 [1] - 经济区域的失业率情况被评估 [1] - 经济增长前景展望 [1] - 呼吁加强欧元区财政和结构性政策，以增强经济韧性 [1] - 风险偏向下行，关税、贸易紧张和地缘政治不确定性是主要因素 [1] Inflation - 6 月份的年度通货膨胀情况 [1]

Trade Outlook - Trade tensions are not obvious at China's ports [1] - Export growth may slow to 2-3% year-on-year in Q3 [1] - Export growth could further decelerate to approximately 1% in Q4 [1]

A global selloff in longer-dated bonds has finally spilled over into Chinese debt, as easing US trade tensions and Beijing’s efforts to tackle deflation damp demand for the notes https://t.co/7tiwPULo5p ...

Core Viewpoint - Intuitive Surgical, Inc. (ISRG) is expected to report second-quarter 2025 earnings with sales estimated at $2.35 billion and earnings per share (EPS) at $1.92, driven by a projected 15-17% increase in da Vinci procedures in 2025 [2][8]. Financial Performance - ISRG delivered an earnings surprise of 5.85% in the last reported quarter, with an average surprise of 14.64% over the past four quarters [3][4]. - The company has stable EPS estimates of $7.84 for 2025 and $9.05 for 2026 [2]. Market Trends - The Instruments & Accessories segment is anticipated to show strong results due to robust da Vinci procedure growth, particularly in U.S. general surgery and cancer procedures outside the U.S. [6][7]. - Procedure growth in China has improved, primarily driven by urologic procedures, although tariff-related challenges may impact sales [9]. Product Adoption - Strong adoption of the newly launched da Vinci 5 surgical system is expected to contribute positively to the second-quarter results, with 147 systems placed in the first quarter [10]. - The Services segment is likely to reflect strong adoption of digital products and services, including Intuitive App and Intuitive Hub [11]. Valuation and Performance - ISRG shares have declined 0.7% year-to-date, underperforming the S&P 500 Index's gain of 6.5% but outperforming the Zacks Medical sector's decrease of 6.4% [13]. - The company is currently trading at a forward 12-month P/E of 60.92X, significantly higher than the industry average of 27.90X, indicating a premium valuation [16][17]. Future Outlook - Continued growth in da Vinci procedure volume and strong Ion procedure growth are expected to drive ISRG's performance for the remainder of 2025 [20]. - The launch of da Vinci SP in Europe and da Vinci 5 in the U.S. is anticipated to further enhance system placements [21]. - Rising trade tensions and tariff implications may introduce uncertainty, but the company's U.S. and Mexico manufacturing facilities should mitigate some risks [22].

Trade & Economic Outlook - China's ports are currently bustling, indicating trade tensions are not immediately visible [1] - Export growth may decelerate to 2-3% year-on-year in Q3 [1] - Further slowdown is expected, with export growth potentially reaching only 1% in Q4 [1]