Donald Trump insinuated trade deals with economies including the European Union, Japan and South Korea would be dropped if his global tariffs are ultimately ruled illegal https://t.co/jj0o7jI08H ...

Brussels is chasing trade deals with partners across the world as Trump’s tariff onslaught continues https://t.co/sc2iiNf4Kc ...

And joining me now is Republican Senator James Langford of Oklahoma. Senator Langford, welcome back to Meet the Press. >> Thank you.Good Sunday morning to you. >> Well, good Sunday morning to you. It's always great to have you back.Let's start with that decision over tariffs on Friday. The court saying, quote, "Tariffs are a tax and only Congress has the power to impose taxes." Do you agree with the court's ruling that ultimately the ability to impose tariffs lies with Congress. >> Well, this is actually go ...

Should the US government operate like a business?We are watching them negotiate trade deals, strike equity investments, and fire unethical employees.This is starting to get interesting... https://t.co/g4wtKbPwxE ...

As the American economy wobbles under the weight of tariffs, the business world takes comfort in the stewardship of Scott Bessant, the US Secretary of Treasury. In less than seven months on the job, the former hedge fund manager gets credit for negotiating trade deals and persuading the president to back down on threats to fire Federal Reserve Chair Jerome Powell. Bessent is on TV talking to jittery investors nearly every single week.Is he a moderating influence or an enabler to an impetuous president. The ...

Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]

Trade Agreements - President Trump's trade deals include pledges to buy more American LNG [1] - It's questionable whether the US can meet that demand [1]

Trade Policy & Negotiation - Trade deals, including those already reached, might be subject to ongoing negotiation, potentially using tariffs as leverage in future discussions, particularly concerning big tech and digital taxes between the US and Europe [1] - The business community is assessing the permanence and flexibility of current tariff rates [2] - While most tariffs are expected to remain, the President is open to deals beneficial to the American people [2] Economic Impact & Outlook - Deals have been finalized with countries representing approximately half of the world's GDP, with further deals anticipated for the remaining half [3] - The current trade strategy aims to open markets to American goods and generate revenue to reduce the deficit, potentially leading to tax refunds [3] - The period of tariff uncertainty is largely considered to be over [2]

Trade Policy Shift - The report suggests President Trump is using tariffs as a tool of foreign policy, not just economic policy [2] - The analysis indicates President Trump views tariffs as a way to reshape the global trading system and align countries with US priorities [1] - The report implies these trade strategies are likely to continue beyond specific deadlines, becoming an ongoing aspect of President Trump's diplomacy [4] Geopolitical Leverage - The report highlights that successful trade deals, such as with Japan, create leverage over other countries like South Korea and Southeast Asian nations [3] - The analysis suggests securing agreements with major economies like Germany can influence other nations, such as France, to follow suit [4] Specific Trade Actions - The report mentions a potential 25% tariff on India for buying Russian oil [1] - The report references intervention in the Cambodia-Thailand conflict, linking trade consequences to a ceasefire [1]

Labor Market Data & Politics - The accuracy and volatility of jobs data are questioned, with concerns about potential political influence on data calculation and interpretation [2][4][5] - The administration is perceived to be concerned about political undercurrents affecting data, potentially leading to preemptive actions regarding appointments [2][3] - There's a call for improving the quality of data and allocating more resources to ensure accuracy, especially given revisions in job performance metrics [6][7] Trade Deals & Market Catalysts - Approximately 70% of trade deals have been "inked," but not finalized, with focus shifting to the China deal as a potential market catalyst [8] - The market's reaction to trade deals is diminishing compared to earlier periods, with monetary policy expected to be a more significant driver [10][14] - The negotiator's strategy involves creating disruption to bring trading partners to the table and secure fairer deals for the United States [11][12] Monetary Policy & Economic Impact - Monetary policy is expected to drive markets more than trade deals, especially as investment from enacted bills filters through economic data [14] - The market is conditioned to understand the negotiator's techniques, reducing fear when large numbers are announced in trade negotiations [12] - Examples like Switzerland suggest that initial high numbers in trade disputes can be negotiated down through concessions and investments [12][13]