Group 1 - The narrowing U.S. trade deficit with China may appear as a policy win, but it could lead to unintended market consequences, particularly regarding capital flows and currency strength [1][3][7] - A firmer dollar resulting from tariffs could negatively impact dollar-sensitive stocks, especially multinationals like Apple Inc and Nike Inc, as their overseas revenues would convert to fewer dollars [2][3][6] - Export-heavy sectors, including semiconductors and industrials, may experience margin pressure despite recovering earnings momentum [4][6] Group 2 - Emerging-market equities typically face tighter liquidity and outflows when the dollar surges, which could be detrimental as the year-end approaches [5] - U.S. companies with a domestic focus, such as those tracked by the Point Bridge America First ETF, may benefit as global competitors struggle [6] - The relationship between geopolitics and currencies is emphasized, indicating that while tariffs may be resolved, the financial-market implications remain significant [6][7]

BREAKING: 🇺🇸🇮🇳 TRUMP JUST HAD A CALL WITH MODI.US INDIA TRADE DEAL IS COMING 🔥 https://t.co/AcUtG1TfgP ...

Keep in mind that the best way to. So he is now. The biggest joy that this country like getting it reached out to them.You never know what to make, but. We've got great directions here much to our. But I guess I'm.The documents and all of the papers. He body is now on steroids. A ground offensive is now on.Way in Gaza City. Your reaction to waiting to see what happens. Because here Abbas is trying to use the old you.She'll be on it. If they do that, they're going to be in big trouble. They're going to be in ...

Trump signaled he was open to some concessions to the UK on trade to help ease implementation of their tariff deal ahead of a trip to the country https://t.co/mT9hqALbfR ...

Market Outlook & Trade - US-China trade relations and potential summits significantly impact market sentiment [1][2] - Resolution on issues like TikTok could boost market confidence [2] - Market seeks certainty to facilitate financial planning and cost estimation [2] Interest Rate & Monetary Policy - Market anticipates a 25 basis point (0.25%) rate cut, with potential for more [4] - Further rate cuts, especially reaching 200 basis points (2%), are expected to stimulate loan activity and capital expenditure (capex) [7][11] - The impact of rate cuts on smaller capitalization companies is expected to be more pronounced due to their reliance on short-term loans [5][6] Investment Strategy - The company is considering spreading investments across different capitalizations, particularly focusing on small and mid-cap companies [5] - Small and mid-cap stocks are viewed as potential beneficiaries of future rate cuts, especially as cuts approach 200 basis points (2%) [5][7][11] - Portfolio repositioning for 2026 is recommended in anticipation of further rate cuts [10] Capex & Company Growth - Capex is crucial for small and mid-cap companies, not just mega-cap tech [8][9] - Increased capex is expected to drive growth once significant rate cuts materialize [7]

So, what exactly should you be focusing on right now. Let's talk about it all. Kick off the show, kick off the week with our friend Michelle Crusber, CEO of MCC Global Enterprises and a CNBC contributor.Michelle, pretty good news on the trade front. But does anything matter except for the Fed right now. >> Oh, I think when it comes to the markets, investors are clearly very focused on the idea that interest rates are going down, that the Fed is going to cut, at least at the short end of the curve, right.Let ...

Treasury Secretary Scott Bessant, US Trade Representative Jameson Greer are in Spain meeting with uh Chinese officials to discuss everything from Tik Tok to trade. Joining us now, White House senior trade and manufacturing adviser Peter Navaro, we are all still thinking about Charlie. I mean, I we'll go on all these other subjects immediately, but uh Charlie Kirk and and you were just saying how important he was to I I think overall to to the country and to uh the administration.>> It's um the one thing I' ...

A team of US officials will reach India’s capital New Delhi on Monday night for discussions on a trade deal, indicating the two nations are moving closer to resolve differences https://t.co/ZSDPhX3gAA ...

美国贸易代表格里尔：我们即将与中国解决TikTok问题。希望与中方保持良好的关系。 ...

China launched two investigations targeting the US semiconductor sector ahead of planned talks between the two nations on trade and other issues. Listen to that and the latest stories on Bloomberg News Now. https://t.co/9Skz3eF7dE ...