Packaged food company Thai Union lowers its sales growth outlook, citing nagging macroeconomic factors including US tariffs and currency headwinds. https://t.co/9vuIbLremp ...

By Utkarsh Shetti (Reuters) -Industrial companies have been on a roller-coaster this year as they tried to adjust to the shifting trade policies of U.S. President Donald Trump, but this quarter, executives suggested the confusion may be receding as corporations have had time to adjust to higher levies on U.S. imports of foreign goods. Unlike in the first half of the year, some of the U.S. bellwethers that reflect the "real economy" - heavy machinery, engine makers and construction firms - have navigated ...

European companies’ results show they’re navigating US tariffs a lot better than anticipated — a good omen for next year when they’re expected to deliver double-digit profit growth https://t.co/TdyPLePn6s ...

Core Insights - Inflation rates have decreased unexpectedly following the implementation of President Trump's significant tariffs [1] Group 1 - The reduction in inflation suggests that the economic impact of the tariffs may not be as severe as initially anticipated [1] - Analysts are observing the potential long-term effects of these tariffs on various sectors of the economy [1] - The unexpected inflation drop could influence future monetary policy decisions [1]

Geopolitical Strategy - The Belt and Road Initiative presents opportunities for Chinese firms amidst challenges posed by American tariffs [1] - Xi Jinping perceives opportunities despite a world troubled by Trump's policies [1]

Trade Relations - The US president indicated a willingness to reduce tariffs on China due to its commitment to addressing the fentanyl trade [1] - The industry emphasizes the importance of ensuring China follows through on its pledges [1]

Election day is just two short days away or long depending on how you look at it. And one of the most watched contests is the New Jersey governor's race where different polls are saying different things. A Quinnipak poll released on Thursday shows Democratic Congresswoman Mikey Cheryl leading former Republican state assemblyman Jack Chillerelli by eight points. Another poll released Friday by Sulf University shows the race within the margin of error with Cheryl leading Cherelli by just four points.Another m ...

Core Insights - The stock market's reaction to events during President Trump's term has been unpredictable, making it difficult for investors to forecast future performance [2][3] - Historical data suggests that stock market performance varies during different years of a presidential term, with specific average returns for each year [5][7] Historical Performance Patterns - Average stock market returns during presidential terms are as follows: - First Year: 6.7% - Second Year: 3.3% - Third Year: 13.5% - Fourth Year: 7.5% [7][8] - The second year of Trump's second term in 2026 may present challenges for the stock market, as historical trends indicate lower performance during this period [8] Economic and Political Context - The unpredictability of Trump's policies, particularly regarding tariffs, has contributed to market volatility [6][9] - Historical theories suggest that the first half of a presidential term is often marked by economic downturns and volatility, while the second half typically sees stronger market performance due to re-election efforts [8][9]

I don't think Trump tariffs were the reason behind the 10th Oct flash crash.It was just pure manipulation to wipe out 99% of the retail.Today, the US-China trade deal has happened, and it's much more bullish than you think.China to suspend all retaliatory tariffs announced since March 4th.China will suspend new rare earth export controls.The US will lower another 10% of tariffs on China.So basically, the markets got more than they wanted, and yet the crypto market is dumping.How the fck does this make any s ...

Core Insights - U.S. tariffs have significantly impacted the German auto industry, leading to declining profits across major brands [1][2] German Auto Industry Exports - The European Union has reduced its tariff burden from 25% to 15%, but this still adversely affects automakers' profits [2] - Volkswagen estimates that U.S. tariffs will cost the company up to 5 billion euros ($5.8 billion) this year, with tariffs reducing its year-over-year profit by 58% [2] Volkswagen Performance - Volkswagen has decreased vehicle shipments to the U.S. to mitigate tariff impacts, resulting in an 11% decline in North American sales through the first three quarters [3] Mercedes-Benz Performance - Mercedes-Benz reported a 70% year-over-year decline in EBIT to 750 million euros ($870 million), with overall revenue falling 7% to 32 billion euros ($37.13 billion) [4] - The company's third-quarter net profit dropped to 1.19 billion euros, down from 1.72 billion euros a year ago ($1.38 billion from $1.99 billion) [5] - Despite the tariff impact, Mercedes-Benz experienced a 10% growth in unit sales in its "top-end" category and maintained its full-year guidance [6][7] Audi Performance - Audi Group described its financial performance as reflective of the challenging economic situation faced by all German automakers [8]