The Fanjul family has been wooing politicians for decades, but their bet on the Trump administration is their best yet, after the president added tariffs for foreign competitors and pushed Coca-Cola to use its cane sugar to make American soda great again. https://t.co/mNx9wuloxo (Photo: Taylor Jones/The Palm Beach Post/Zuma Press via Newscom) ...

Trumps 1st termTariff situation started March 1st, 2018S&P rose 10%, before falling 21% from the highs.Trumps 2nd term1st Tariff situation started April 1st, 2025S&P dropped 15% in 7 days.Following a 35% rally in the last 192 days.We now have the 3rd tariff situation.October 10th, Friday.The S&P dropped 3% in a singular day.What i continue to see with this is that the timeline continues to be accelerated.These sell offs, are decreasing with each tariff situation, dating back to the 1st term&& as such Trump ...

Soybean futures rose as US President Donald Trump said high threatened tariffs with China were not viable, sparking optimism that the world’s largest economies will move toward a trade deal. https://t.co/r11A2X8Nqb ...

Economic Overview - The U.S. economy presents a mixed picture with stock markets reaching all-time highs and better-than-expected GDP growth in Q2, but hiring has slowed and inflation remains above the Federal Reserve's target [1] Retirement Strategies - Retirees are advised to balance growth and safety in their portfolios, maintaining a significant portion in growth investments to combat inflation while holding safe assets for short-term expenses [4] - A long-term perspective is crucial for retirees, as current economic trends should not dictate money management decisions [5] - A flexible withdrawal strategy is recommended to adapt to persistent inflation, moving away from static rules like the 4% rule [7]

🇺🇸 TRUMP: "Meeting with President Xi in two weeks; current US tariffs on China are not sustainable." https://t.co/28qJGSRgyd ...

Group 1: U.S.-China Trade Relations - President Trump indicated that a 100% tariff on China is "not sustainable," suggesting a potential easing of trade tensions ahead of an anticipated meeting with Chinese counterparts [2][7] - White House Economic Adviser Kevin Hassett acknowledged China's "little bit of leverage" but asserted that further retaliatory actions would ultimately hurt China more [2] Group 2: U.S. Economic Outlook - Kevin Hassett expressed confidence in sustained 4% U.S. economic growth, stating there is "no reason" it can't continue [2][7] - Hassett signaled that expected Federal Reserve rate cuts are just the beginning, indicating potential for further easing [2][7] Group 3: Corporate Earnings - State Street Corporation (STT) reported strong third-quarter 2025 earnings, with an adjusted EPS of $2.78, exceeding estimates of $2.66, on revenues of $3.55 billion, which also beat the $3.47 billion estimate [2][7] - The company's assets under management (AUM) reached $5.41 trillion, and it reported a credit loss provision of $9 million and a return on equity (ROE) of 13.4% [2] Group 4: Regulatory Developments - The UK's Competition and Markets Authority (CMA) is set to release Google (GOOGL) from its Privacy Sandbox commitments, a move that could reshape the digital advertising landscape [3][7] Group 5: Global Investment Trends - Abu Dhabi conglomerate IHC announced a massive expansion plan, committing to spend $36 billion every 18 months, underscoring the company's growth ambitions [4][7]

Economic Sentiment - Americans' views on the economy have turned more negative in the third quarter, with deepening concerns about jobs and inflation impacting overall sentiment [5][6] - The percentage of Americans optimistic about the economy has risen to 24% from 17%, while those pessimistic about the economy increased to 57% from 40% [9] Presidential Approval Ratings - President Trump's overall approval rating dropped to 44% from 46%, with economic approval falling more significantly by three points to 42% [6][7] - The president's economic approval has averaged a net minus 11 in the three surveys conducted during his second term, contrasting with a plus five in his first term [7] Public Blame for Economic Issues - A majority of 53% of the public blames congressional Republicans for the potential economic fallout from the shutdown, compared to 37% blaming congressional Democrats [10] - The survey indicates that independents are leaning negatively towards the president, with approval ratings showing a minus 20 to minus 30 range [11] Economic Data and Perception - Despite overall economic data showing all-time highs, average Americans express dissatisfaction regarding jobs, inflation, and tariffs [12][15] - The sentiment regarding the labor market is perceived to be weaker than anticipated, with discussions around unemployment rates suggesting a potential rise to 5% if immigration levels remain low [13][14] Tariffs and Economic Transition - The president's handling of tariffs has turned substantially negative, with a noted increase in costs attributed to tariffs impacting public sentiment [8][16] - The government surplus numbers have shown fluctuations, with tariff revenues contributing to some of the changes observed [16]

The odds of US imposing 100% tariffs on China just dropped to 10%.Pump the markets now. https://t.co/7PZP7n7QNy ...

What is your view of the regional banks. Are you concerned about the entire space right now or do you have concerns about the entire space or is it just individual names that you think investors should be worried about. >> Well, I mean, you never know, Frank, but it looks like a tempest in a teapot, if you will, because you're talking about with Western Alliance, you know, and Zion's very small and sort of oneoff.It looks like at the moment 60 million. And I think what we know about what's happened in the i ...

Geopolitical & Trade Relations - US-China trade relations are under scrutiny as Trump plans to meet President Xi in two weeks [1] - Current China tariffs are viewed as unsustainable [1]