South Korea’s exports rebounded in June, providing a brief boost to the trade-dependent economy https://t.co/OYqMaFSKDI ...

Let's talk about the stock market today, hitting another record, wrapping up a big comeback in the second quarter for stocks this year. Look at this. The S&P at an all-time high.Same for the NASDAQ, by the way. Both indices ending the quarter with double digit gains. So, hey, not bad for your 401k or whatever you're invested in.The market seem to be liking some good news on trade with Canada scrapping this tax that it had planned on US tech companies. It was supposed to go into effect today. It's not.That's ...

Market Performance & Sentiment - The first half of the year saw an extraordinary market bounce from the April lows, with significant intra-quarter swings [1][2][3] - Sentiment change was notable, with Meta up almost 30% and JP Morgan up almost 20% [2] - The NASDAQ is on the verge of making a new relative high against the S&P, a key indicator for market players [7] - The S&P and NASDAQ made brief new highs, closing the first half near all-time highs with a VIX below 17 [8][9] Economic Factors & Risks - The first half of the year was one of the worst for the US dollar since the 1970s, with a nearly 7% move lower in the dollar index during Q2 [5] - A weaker dollar is beneficial for multinationals and the big tech trade [9] - The Fed lowered its growth target for the US for the second half of the year [10] - There is confusion regarding the Fed's next move, with scenarios for both lowering and maintaining interest rates [11][12] Sector Performance & Concerns - The reemergence of big tech companies has been a significant driver [6] - While tech may continue to drive the market higher, caution is advised due to potential shifts in the dollar or crude oil prices [9] - Energy, materials, home builders, retail, and pharma sectors are underperforming, indicating a lack of broad-based rally [9][10]

Obviously now we've lost two votes. You'll have Rand Paul and you'll have Senator Tillis. But because of some of the concessions that have been made to various senators like Susan Collins, Lisa murkowski, Ron Johnson, he'll fight till the end in regards to some of the budget issues.I don't think that this is really there's an option to fail. So I think this is going to be ugly the next from now until Wednesday. But I think it will definitely so presumably vote a rama goes, like Jack said, into the night.May ...

Canada. I put a charge on some of our companies and Canada's been a very difficult country to deal with uh over the years. Uh you know, we hear Canada, we have a great relationship with the people of Canada, but it's been very difficult and they put a charge and they were a little bit early.We found out about it. So, and we have all the cards. We have all every single one.We don't want to do anything bad, but uh they have uh economically we have such power over Canada. I'd rather not use it. But they did so ...

Public Opinion on Trade and Security - Americans support tariffs on China, but this support decreases when faced with rising consumer prices [3] - Technology theft by China is a top concern for Americans, followed by China's advancements in AI [4][5] - Preventing Iran from obtaining nuclear weapons is the primary geopolitical concern for Americans, with 84% support across party lines [7][8] Impact of Tariffs on the Tech Sector - Sustained tariffs on allies and friends will harm the American tech sector and its ability to modernize the military [11] - Strategic decoupling of economies from a national security perspective is viewed differently than tariffs on allies [10] Corporate America's Role - Corporate America needs to innovate in defense technology [9] - The US tech sector understands the supply chain challenges related to tariffs [11]

So far in his second term, Trump’s deal-making on trade shows three clear traits https://t.co/sXJHvVwFnv ...

China’s factory activity improved for a second month but remained in contraction, as trade rebounds after a truce in the trade war with the US https://t.co/VUU3iCODgf ...

US President Donald Trump characterized trade in cars between the US and Japan as unfair on Sunday, little more than a week before higher tariffs are set to kick in https://t.co/luvRuWxpRI ...

Ryan Bursky’s company got a wake-up call when President Trump imposed tariffs during his first term. Now Bursky is working with his Chinese suppliers to move everything to Cambodia. https://t.co/yFsn4nKGJo ...