Hong Kong economy grew faster than expected in the second quarter, riding on strong exports as global companies frontloaded shipments to avoid tariffs. https://t.co/sKfdbLq9zA ...

Trade Relations - Sub-Saharan Africa's manufactured goods exports to the US are limited [1] - Tariffs on African exports to the US are expected to have minimal impact on the continent [1]

Market Risk - India's equities market is at risk of further losses [1] - The US imposed one of the highest tariff rates in Asia on India's exports [1]

German Economy & Sentiment - German economy sentiment is powered by expectations of a deal with the US and reduced uncertainty about tariffs [1] - German government's debt package, including an infrastructure fund and tax incentives, is expected to boost investment [2] - Investment goods producers are showing improved data, indicating a positive impact from domestic factors [2] Trade & Tariffs - A stable 15% tariff deal between Europe and the US would be something German exporters could live with, avoiding a massive negative impact [3][4] - While not ideal for Europe, a 15% tariff deal would be an improvement compared to recent months, given the threat of higher tariffs [5] - Exports will become more difficult compared to the pre-Trump era [4] Investment & CapEx - Changes in tax incentives, prospects of higher infrastructure investment, and increased defense spending are currently driving CapEx [7] - Uncertainty is causing companies to postpone projects; a trade resolution could unlock pent-up CapEx spending into 2026 [6][8] - The reliability of the US government in upholding trade deals remains a key concern for investment decisions [8]

New European Union sanctions on Russia may be the first seeking to punish Moscow by targeting the size of its oil exports and not just the value, writes @JLeeEnergy https://t.co/Jp1TsDiJb1 ...

We've both printed it out, all 23 pages. We haven't read the entirety of it. We skimmed it.But we've been talking for a while about how the the focus of the document, it it's infrastructure related, the American technology stack and the energies to support it. Is there substance to it on the side. the substance will really bear out over time at as we see a lot of uh administrations not only the Trump administration but all of its predecessors have flooded Washington with these sorts of policy directives in ...

Economic performance so far has been promising. Inflation and the fiscal deficit are down; exports are up. But this rosy picture may not be the whole story https://t.co/BiLBRpckkI ...

New Zealand posted its first quarterly decline in exports in almost two years https://t.co/ZrCPluWRDk ...

South Korea’s early exports maintained momentum in July, reflecting the trade-dependent economy’s resilience https://t.co/le9zmoswSK ...

Economic performance so far has been promising. Inflation and the fiscal deficit are down; exports are up. But this rosy picture may not be the whole story https://t.co/Had4kMSN3L ...