President Trump’s tariff war is accelerating Beijing’s trade and investment push into developing nations known as the Global South, according to research by S&P Global https://t.co/UZV4jeNa9F ...

Incredible trade here from Mando who publicly called his ETH shove around $2,500And notably, now he’s rotating to BTC…🤔Mando (@rektmando):Between $4k-$4.7k have now switched 60% of the ETH bag back to BTCWill be 75% by ETH ATHStill like ETH but it just feels a bit like the consensus trade ...

for more now is David Zervos. He's the chief market strategist at Jeffre and a CNBC contributor. David, I wonder, you know, knowing the president and how he operates the way you do.I wonder if you think that the president is getting some leverage here by nominating Myin just for that temporary position until January. Does the president then have leverage over him. Even though Myron is is a Trump guy, you know, he's going to if he wants the job permanently, he's going to have to watch how he votes, won't he. ...

Tariff Policy & Economic Impact - The market has largely priced in the volatility stemming from current tariff policies [2] - Uncertainty surrounding tariff policies persists, hindering clarity for US companies and consumers [3] - Tariffs can be effective when their purpose and cost-benefit analysis are clear [3] - The Trump administration is employing tariffs in novel ways, the economic consequences of which remain uncertain [4][5] - A Yale University study suggests that existing tariffs could cost the average American family an additional $2,500 per year [8] Trade Negotiations & Agreements - The threat of high tariffs has prompted key trading partners like the EU, Japan, and Korea to engage in negotiations [10] - Agreements reached are currently frameworks, lacking specific details and enforcement mechanisms [11][12] - It remains uncertain whether these trade actions will lead to positive global trade outcomes [13] - The administration's dual aim of using tariffs as a negotiating tool and revenue source presents a challenge [14] Geopolitical Considerations - The president is using secondary tariffs, initially on India, to pressure Russia to end the war, but China is the largest consumer of Russian oil [18][19]

I'm speaking to you this morning from the wrong side of yet another perilous line our country has crossed under Donald Trump. Today we're all waking up in a country headed by a president who when faced with empirical data that he doesn't like will fire the government official who collected it. Yesterday we all got some bad news.An alarmingly bad monthly employment report that revealed a far more fragile jobs market than we thought we had. Only 73,000 net new jobs. That's new jobs created minus jobs lost wer ...

Trade Policy & Tariffs - The US is transforming the global trading system by implementing new tariff policies that affect trade with every country and for every product [2] - The president aims for tariffs to land between 10% and 25% for most importers, with Southeast Asia around 20%, major trading partners around 15%, and some outliers reaching 30% to 40% [3][4] - The US has eliminated tariff-free treatment (diminimous) for shipments under $800 from all countries, impacting small and medium-sized enterprises [8][9][10] Regional Trade Dynamics - Trading partners are splitting into regional blocks by geography and economy size, aligning with the administration's expected outcome [6] - Some major trading partners, including the European Union, Japan, and South Korea, have agreed to the new trade terms [11] - Switzerland has a tariff rate of 39%, significantly higher than the 15% for Liechtenstein, Iceland, and the European Union, suggesting a potential adjustment [6] US Trade Strategy - The president's actions aim to rebalance trade relationships, addressing the perception that trade benefits other countries more than the US [11][12] - The administration believes these changes will provide importers and investors with more certainty regarding the president's trade direction [3]

Trade & Geopolitics - The US is extending punitive tariff threats beyond trade into areas like war and energy supplies [1] - The US is increasing pressure on countries to comply with its demands on various issues [1]

Trade Relations - Trade threats are being used as a tool to encourage agreement between parties [1] - The threat of trade measures is an impetus for both sides to reach a resolution [1]

Donald Trump’s latest tariff deals are providing clarity on the broad contours of a new trade landscape for the world’s biggest manufacturing region https://t.co/wiY4innb6Q ...

I talked to one of my shipping sources and they said, "You heard about Hawaii, right? People are already shipping metal on the water on boats to those loces because they're concerned they won't get to the mainland in time." And I said, "Well, like is that a problem?" And the the best answer he gave me was not every harbor or not every dock is prepared to handle copper. M copper is one of the most valuable products that thieves like to take out of warehouses. Is that right.Yeah. I feel like every few years t ...