Trade Negotiations - Switzerland's President and Economy Minister to present a more attractive trade offer to the US [1] - The aim is to lower the 39% tariff on Swiss exports [1]

一位欧盟官员周二表示，欧盟商品在进入美国时面临的15%关税是全包式的，包含了最惠国税率，这与部分与美国有协定的其他国家不同。除了钢铁和铝之外，所有商品都适用15%的税率。药品和半导体目前的关税为零，但如果未来因美国根据232条款调查而调高关税，其税率也不会超过15%。这项15%的上限同样适用于汽车及汽车零组件，且这类商品没有配额或限制。 ...

Investment Strategy & Market Outlook - Initially holding 95% in cash, the portfolio is now 50% cash due to high market valuations [1][3] - Cash is considered "king" currently, with plans for aggressive buying during market corrections [2] - Holding cash provides a 4-5% interest rate from U S Treasuries, making it a safe and attractive option [3] - Emerging markets are showing promise, keeping pace with the US market in the last year [3][4] - Trade negotiations are expected to conclude in the next 4-5 months, potentially boosting emerging markets [4] Regional Investment Opportunities - Japan presents opportunities with good earnings, low price-earnings ratios, and growth, despite the Bank of Japan's policy rate of about 0 5% and inflation around 2 7% [5] - India and Taiwan are also promising markets, despite facing high tariffs from the US administration [6] - India's self-contained market and trade restrictions mitigate the impact of tariffs [7][8] - Consumer companies, airlines, and telecoms (e g Bharti Airtel) in India are attractive investment sectors [9] Risks & Uncertainties - Tariffs have negatively impacted market sentiment, raising concerns about higher inflation and poor earnings for import/export-dependent companies [14] - The ultimate impact of tariffs remains uncertain, with potential legal challenges in US federal courts [15] - Competition in the tech sector, particularly in AI, poses a significant risk to tech investments [25][26]

The Swiss government said it is determined to give the US better terms on trade after last week’s shock announcement of 39% tariffs on the country's exports https://t.co/91RKGWoaAf ...

#报告 法兴银行分析关税贸易抢运状况 https://t.co/hEtORVxCDONone (@None):None ...

Trade Concerns & Impacts - President Trump's tariffs on Canadian imports, reaching up to 35%, particularly impact states bordering Canada and relying on open trade [1] - Tariffs are raising costs and weakening the supply chain, impacting companies, especially in Michigan [4] - The tariffs include 25% on automobiles and 50% on steel and aluminum [1] - Businesses need certainty, which has been lacking, hurting domestic auto manufacturers [12][13] US-Canada Trade Relationship - The trading relationship between Canada and the United States is deeply integrated, with both countries building things together [2][6] - Canada is a strong and loyal partner, but tariffs are turning them into enemies [13] - The USMCA still has serious problems, such as allowing China to build plants in Mexico and market vehicles as North American [14] Industry & Economic Effects - The auto industry is facing challenges due to the complexity of component parts coming from all over the world [10] - Some suppliers are in tight spots and may close due to the tariffs [8] - Ford Motor Company has gone public with the need for relief [8] - Some jobs have returned to Michigan plants, indicating a complicated issue [9] Potential Solutions & State Actions - Governor Whitmer is directing state offices to calculate and report the impact of tariffs on Michigan [4] - Michigan is seeking facts on consumer costs and supply chain impacts to develop common-sense trade policies [7][16][17] - Potential state-level policies could improve or reduce bureaucratic impact or tax laws [18]

Six charts show the damage to America, its trading partners and its consumers https://t.co/0bTNSduiDM ...

Market & Trade - Concerns arise about the trustworthiness of jobs data, especially with potential political influence [1][2] - Markets are seen as a crucial check on presidential actions, reacting to market movements [5] - Tariffs were perceived to be nearing conclusion, but recent events have introduced uncertainty [4] Economic Statistics & Federal Reserve - US economic statistics are vital for policymaking and maintaining confidence in the financial system [9][10] - The independence of the Federal Reserve is critical for the success and stability of US markets [7][8] - The process of compiling economic data involves multiple offices and steps, making manipulation difficult [11][12]

RT Bloomberg Opinion (@opinion)Is Trump’s threat to penalize India for trading with Russia just a bluff?@andymukherjee70 explains how Modi’s strongman image is now at-risk 📽️ https://t.co/w4Fo5uqOVq ...

Trade & Aid - The Trump administration promised Africa that trade would replace aid [1] - In one of the world's poorest countries, the administration is slashing both trade and aid [1]