Trade Policy - New tariffs from President Trump are scheduled to take effect on August 7 [1] - Details of already signed trade deals are still in flux [1] Economic Impact - The report questions whether President Trump's trade strategy is working [1]

President Trump’s newest tariffs are set to go into effect on Aug. 7. But details of the trade deals already inked are still in flux. So, is the strategy working? @sarahsholder and @b_muzz recap Trump’s approach on the Big Take podcast https://t.co/b9hHfUuhMC https://t.co/5rZp2ZABJk ...

Trump's social post about repositioning nuclear subs all giving stocks a hard time today. S&P on pays for its worst day since May. But my next guest recently went overweight equities and has a year-end target up 10% from here 6950.Joining me now is Marco Papich, macro and geopolitical strategist at BCA Research. Marco, put this in perspective for us. It can be easy to get caught up in uh in in the moves of the day.Why do things look perhaps brighter to you. Well, first of all, we've been on a tear since May ...

President Trump signing a series of executive orders on tariffs hitting countries around the world with rates of up to 41%. They are set to kick in next week. Joining us right now is Michael Froman, former US Trade Representative, now Council on Foreign Relations President.Good morning to you. I think the question of the morning is effectively, is this real. Um, does it get pushed again.Is this a negotiating tactic. Of course, it's some kind of negotiating tactic, but uh does it have teeth. Well, Andrew, if ...

The president will start telling countries where they stand at midnight tonight. That's in about four hours. As for Canada, the White House is is already letting them know early, saying that they are getting hit with a 35% tariff hiked up from 25%.President Trump says meanwhile there is this lastminute scramble from other countries trying to get trade deals inked right before the deadline and saying he didn't do a lot of this during his first term because he was too busy with other stuff. We have made a few ...

Bitcoin Analysis - Bitcoin's hash rate is hitting all-time highs, indicating the network's strength and security [2][4] - The Bitcoin network's computational power surpasses the combined power of Microsoft Azure, Google Cloud, and Amazon's AWS [4] - Miners receive over $100 million per day in mining rewards, securing a network protecting over $2.3 trillion worth of value [5] - Bitcoin's price is holding steady around $118,000, showing strong demand and consolidation [9] Market Structure & ETF Impact - Bitcoin ETFs have significantly changed the market structure, leading to constant inflows and muted volatility [10][11] - Daily Bitcoin purchases exceed 600% of the daily incoming supply, driving price increases [14] - Bitcoin is up 80-90% over the last year and 25-30% year-to-date, with potential to reach $150,000 by year-end [15][16][17] Trade & Economic Impact - The US-EU trade deal includes a 15% tariff on European goods, hundreds of billions in US military equipment purchases, $750 billion in US energy purchases, and opened markets to US products [17] - The EU will print money to service trade deals, increasing global liquidity and benefiting American asset holders [29] - Tariffs with the EU could bring in $3 trillion of revenue for the United States over the next decade [29] - The US dollar is used in nearly 50% of global payments, the highest level in more than 12 years [32]

Our next guest will weigh on uh weigh in on the deal environment, the Fed and more. Joining us now, Mullis and Company, Vice Chairman, Eric Caner. He of course a former Congressman uh of Virginia, served as House Majority Leader.Uh you you're like a Renaissance man. I could ask you anything. I know that from uh DC to the halls of uh Wall Street.I'll talk I'll start let's start with deals. Andrew loves uh talking about deals whether they're happening or not. I in the guilded age, George Russell and it's like ...

Higher "reciprocal" tariffs are expected to go into effect this Friday. A few trade deals could still be struck with trading partners before then, and sector-specific tariffs are next on President Donald Trump's agenda. https://t.co/sXWiytYWf7 ...

Look at European equity market futures markets. They don't look all that inspiring. But we've had so much news and we're set to get a little data this week.It doesn't feel necessarily necessarily as if the market action is living up to all of the inputs. What are you making of the stock market performance right now. Good morning, John.Well, it's precisely because of all those scheduled catalysts that people are reluctant to take too big bets to add too much risk at the moment. I think ultimately I expect th ...

Nations and businesses need to remain prepared for challenging impacts from US tariffs after next month’s deadline for trade deals, as agreements struck so far are short on firm details or commitments https://t.co/81xnKRPpO3 ...