Indian exporters hit by President Donald Trump’s 50% tariff say they can’t survive without government support https://t.co/mIWSHYRekW ...

A crushing 50% tariff on Indian exports to the US has taken effect, dealing a blow to the South Asian economy and its ambition to become a manufacturing hub. Here is your Evening Briefing. https://t.co/6wi10EFdRn ...

Market Trends & Investment Opportunities - Investors are awaiting Nvidia's earnings report, with options markets pricing in a potential 6% move in either direction [6][26][38][41] - The AI sector is under scrutiny, with analysts turning cautious on further bullish runs due to high valuations and monetization concerns [29][30][31] - A Bloomberg investigation questions whether for-profit healthcare investments in Africa are prioritizing profits over patient care [61][62][63][64] - Abu Dhabi's Lou NATE is taking a stake in Brevan Howard, committing approximately $2 billion to a new investment platform [69][70] Geopolitical & Economic Impacts - The U S imposing a 50% tariff on some Indian goods, the highest in Asia, could shave off over half a percent from India's annual GDP growth [1][37][38][42] - India's economy, while primarily consumer-led, will still experience an economic impact from the tariffs, potentially affecting labor-intensive sectors [43][44][45] - Trump's administration is looking to exert more influence over the Fed regional banks, raising questions about central bank independence and potential market volatility [1][10][11][12][13][15] - Concerns exist about potential inflationary pressures from tariffs and the labor market, influencing expectations for Fed rate cuts [4][14][17][18][19][20][24][25] - Botswana is facing a public health emergency due to a sharp downturn in diamond sales, which account for over one-third of their revenue [33][34] Monetary Policy & Financial Instruments - The U S Treasury note is at its lowest level since May 1, with the 30-year yield moving up five basis points, indicating concerns about inflation expectations [3][4][40] - Speculative positioning is very short on the VIX, with leverage funds holding extreme negative net positioning, suggesting expectations for lower stock market volatility [5][40] - Korean Investment Securities plans to increase exposure into unhedged superlong JGB's [6]

Switzerland is likely to stave off deflation despite the tariff uncertainties facing its economy, according to central bank Vice President Antoine Martin https://t.co/Hp7hcBOGXh ...

The US will slap a crushing 50% tariff on some Indian goods starting Wednesday — the highest in Asia — as President Donald Trump presses ahead with the levies to punish New Delhi for buying Russian oil https://t.co/47PpPmHIua ...

🇺🇸 LATEST: Bessent said the U.S. Treasury is taking in record tariff revenues. https://t.co/zFqpCYn3vg ...

Trade Policy - The U.S president threatened to impose a 200% tariff on China if it restricts exports of rare-earth magnets to the U.S [1]

Trade Policy - The Trump Administration planned to impose a 50% tariff on products from India [1]

Market Trends - Swiss watch exports to the U S surge despite the potential impact of a 39% tariff [1]

Trade Policy - US is initiating a significant tariff investigation on furniture entering the US [1] - The investigation is expected to be completed within 50 days [1] - Tariffs will be imposed on furniture entering the US from other countries at an undetermined rate [1] Industry Impact - The goal is to bring furniture business back to states like North Carolina, South Carolina, and Michigan [1]