Trade Policy & Tariffs - The US imposed tariffs on imports of one kilo gold bars from Switzerland [1] - Anticipation of tariffs led to front-loading of gold purchases, contributing to higher tariffs for Switzerland [2] - Switzerland's trade surplus with the US increased significantly, drawing attention from the Trump administration [3] - Switzerland faces a 39% tariff rate, among the highest in the developed world [4] - Companies need clarification on how tariff rates apply to products with complex supply chains [6] Global Trade System - The global trading system took 60-70 years to build, but the Trump administration is attempting to remake it quickly [6] - Lack of clarification from the Customs Bureau on tariff application is a growing concern [5]

Japan Says U.S. Has Agreed To Fix ‘Regrettable’ Error In Trump’s Tariff Order And Give Refundshttps://t.co/HlclqMBVJ2 https://t.co/6Ph7Cj9ZPo ...

Donald Trump has decided that because India’s “massive” oil purchases fund “the Russian War Machine”, it will suffer a further 25% tariff on top of the 25% the president slapped on the country last week, bringing the total tariff rate to 50% https://t.co/siWAkfaokT ...

Donald Trump’s tariff vendetta against India marks an ugly end to his bromance with Narendra Modi. Now even India’s few reliably pro-American voices are losing faith https://t.co/Y7i86RFmX2Photo: Getty Images https://t.co/qlfyk0xgJu ...

Shares of Intel under pressure today after President Trump urges for CEO Lip Bhutan to resign, saying in a true social post that quote, "The CEO is highly conflicted and that he must resign immediately as there is no other solution." Lip Bhutan was named Intel CEO back in March taking over for Pat Gellzinger. With the president targeting Intel Seauite, it adds another hurdle for the company amid its turnaround efforts. For more on the rocky terrain for the ship company, let's bring in Bernstein managing dir ...

Months-long negotiations between the America and India towards a “mini-deal” have yielded a final tariff rate that is virtually double the original threat from Donald Trump https://t.co/QGdfECewnJ ...

As we were sleeping at midnight, a new round of tariffs just took effect, impacting about 70 countries around the world. If you take a look at a map, you would need a magnifying glass to take a look at each individual tariff rate. Take a look at the likes of Brazil and also India that are facing a 50% and 25% tariff rate, respectively.India, by the way, set to rise to 50% at the end of this month. But you look at all the other countries that are facing 15, 20, 25%, 35% tariffs. These are effective today.mea ...

Market Trends & Tariffs Impact - The market has largely ignored tariffs for the past 3 months, but concerns are rising about their potential impact on corporate profits [1] - Fresh tariffs from the Trump administration have gone into effect, with rates ranging from 50% on goods from Brazil to 35% for Switzerland and 25% for India [1] - The market's upward movement is attributed to concentration in software companies and companies like Nvidia seeking exemptions [1] - The AI trade is driving a lot of market enthusiasm, making it hard to find bears in the tech sector [2] Company Performance & Strategies - Airbnb's Q2 earnings beat estimates with revenue up 13% and net income up 16%, but Q3 guidance is weaker due to tariffs and investments [3] - Airbnb is investing $200 million in new services and experiences, impacting profit margins [3] - Apple CEO Tim Cook presented President Trump with a gift and pledged to spend $100 billion more on US companies and suppliers over the next four years [1] - Apple warned that tariffs would negatively impact profits by $110 million [2][3] Economic Outlook & Investment Strategies - One perspective suggests tariffs are beneficial for the US economy in the long run by reducing the budget deficit and increasing private investment, potentially raising economic growth by 2% [1][2] - Another perspective views tariffs as unsustainable and believes the market has merely adjusted expectations from catastrophic levels to still-high levels [1] - The market is seen as a "seven stock market" concentrated in the MAG seven [1] - There's a debate on whether to allow private equity, real estate, and crypto in 401ks, raising concerns about increased risk in retirement savings [11][12]

From @WSJopinion: Trump wants at long last to raise the pressure on Russia for a cease-fire in Ukraine, and on Wednesday he threatened India with a 50% tariff if it keeps buying Russian oil. The puzzle is why the President is so far giving China a pass. https://t.co/GdYNB2UIpc ...

President Trump's tariffs remain an uncertainty for various sectors. Here's how one industry is handling them. People are generally using old, uncomfortable, lowquality camping gear.So, our first product is a portable chair uh that we developed over multiple years. So, we've been growing really rapidly the past 2 or 3 years, almost doubling the the business every year. Our plans had been to double the business again this year.About a year ago, we started moving out of China and into Cambodia. Uh there was a ...