European stocks ticked up on Tuesday after US President Donald Trump indicated he is open to more trade negotiations with the EU https://t.co/cLaH7hm2tt ...

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Trade & Tariffs - The U S is considering tariffs on goods from various countries, including Vietnam (20%), Canada (35%), and Brazil, with numbers constantly changing and remaining under negotiation [2][3][4] - Concerns exist that President Trump might double the baseline universal tariff to 20% [5] - China opposes unilateral tariffs and accuses the U S of undermining the free-trade system [9][10] - Vietnam was surprised by the U S's announcement of a 20% tariff on its goods [1][43] - The EU is potentially willing to accept a 10%-15% tariff to avoid retaliation and maintain current import levels to the U S [19][20][32] - The U S is considering 50% tariffs on copper imports, potentially benefiting countries with long-term contracts if consumers pay the tariffs [52][53][56][58] Economic Impact & Market Trends - Tariffs are unlikely to bring manufacturing output or employment back to the U S and could harm the U S economy [6][8] - The U S economy is expected to slow down by about 1 percentage point, but a recession is not the base case unless additional shocks occur [34] - Emerging market currencies are experiencing a losing streak due to President Trump's tariffs [35] - Goldman Sachs suggests markets are complacent and see tariff deadlines being pushed back, with the range of tariffs shrinking to around 10% [36][37][39] Geopolitics & International Relations - China is seeking to strengthen ties with ASEAN countries, potentially vying for influence in Southeast Asia [11][12] - The U S is considering potential sanctions on Russia, possibly including secondary sanctions for buying oil and LNG [14][15] - Britain and France have agreed to exchange migrants as part of a plan to deter illegal crossings, requiring EU sign-off [78][79] Technology & AI - Tesla is expanding its robotaxi service into California and Arizona, with potential launches in the San Francisco Bay Area within a month or two [85] - Apple is planning a pipeline of new products for release in the first half of 2026, including a new iPhone [86] - SAP's recent growth has been powered by a pivot to the cloud and artificial intelligence [88] - SAP's CEO suggests Europe needs to focus on competitiveness and opportunities in AI before regulation, as there aren't many AI use cases in Europe [91][92]

Trade and Tariffs - The market is showing fatigue towards tariff headlines, anticipating room for negotiation in trade talks [2] - The market expects potential trade deals, preferring them over high tariffs, leading to current calmness [3] - Average tariff levels are expected to be slightly higher, but not reaching the high levels seen in early April [5] - Uncertainty remains regarding how much tariffs will be passed on to corporations versus absorbed by consumers, impacting consumer spending patterns [10] Monetary Policy and Fiscal Outlook - The Federal Reserve's September decision will heavily rely on the jobs report [7][8] - Tariffs are seen as a revenue source to fund additional spending, potentially leading the US Treasury to issue more short-term debt to keep funding costs down [13] - Aggressive rate cuts by the Fed could lead to higher back-end yields, advocating for curve steepness [19] - The market is closely watching the private sector's willingness to buy government bonds, as they are now the primary price setters [14][15] UK Gilts Market - Concerns persist regarding the UK's fiscal situation and funding, especially with slowing growth [20] - Stability and the Bank of England's proactive rate cuts could make gilts attractive [22]

uh secretary. Uh Mr.. Secretary, thank you so much for taking the time to join us. We saw a lot of the conversation that happened within that room, but we want to hear for the record from you, the commerce secretary, about just where you think we are with regard to trade negotiations as a whole as we approach that uh previously stated July 9th deadline for tariff deals. So you saw 14 letters went out yesterday. You should expect another anywhere from 15 to 20 letters to go out over the next two days really ...

[CC may contain inaccuracies] Some rates are higher, some are lower, some are the same. But what does it tell us about where trade negotiations stand right now. Well, I think they are ongoing and that the three months really went by pretty quickly.And they've only been two framework agreements and a trade truce announced by the White House. So you had the UK and Vietnam having agreed to a framework of of trade truce, if you will, but then there's a trade truce with China that does not necessarily guarantee ...

Trade Policy & Geopolitical Risk - The US administration is employing a "maximum pressure campaign" to extract more concessions from trading partners [1] - The delay of deadlines to August 1st suggests a need for more political wins to portray trade negotiations as successful [2] - Sectoral tariffs, particularly Section 232 investigations into semiconductors, pharma, and metals, are looming and could be more consequential than reciprocal tariffs [2][4][5] - A fragile truce exists between the US and China, centered around rare earths and export controls, but either side could disrupt it [7][9] US-China Trade Relations - The US administration desires further trade talks with China and greater market access, but China's track record suggests potential disappointment [8][11] - Washington's conciliatory moves towards Beijing may be interpreted as weakness, leading China to push for more concessions [9] - President Trump has indicated a potential additional 10% tariff in response to perceived anti-American policies from BRICS nations [5] Corporate Strategy & Re-industrialization - Companies need a China strategy that considers the long-term and the historical challenges of US-China trade negotiations [11] - The US needs a strategy on rare earths to address its dependency on China [13] - Beyond tariffs, a broader array of support strategies is needed to re-industrialize the United States [15] - The removal of green energy measures from a recent bill hinders the creation of sustainable demand for nascent rare earth projects [14]

EU firms like Mercedes-Benz and LVMH are urging restraint in trade negotiations with the US, pushing for a quick deal to avoid tariff retaliation that could hurt European industries https://t.co/wE1n5rCbrX ...

Market Dynamics - EDA 行业的主要参与者现在可以在中国开展业务 [1] - 美国和中国正在进行贸易谈判 [3][4] - 中国此前限制稀土出口，现在已达成初步协议恢复出口 [3][4] - 出口管制通常是国家安全问题，但现在被纳入贸易谈判 [4] Industry Impact - EDA 软件对于设计半导体至关重要 [2] - 美国在半导体设备领域领先，荷兰 ASML 是主要参与者 [6] - 如果华为能够自由使用 EDA，可能会缩小与美国的技术差距，设计自己的先进芯片 [5] - 中微公司 (Wang Wei) 已成为中国国家冠军，致力于解决关键瓶颈 [7] - 中微公司在 7 纳米芯片方面取得进展，但进展速度有所放缓，EDA 工具将帮助他们取得进展 [8] - 美国放松对华 EDA 出口限制令人惊讶 [9] Company Specifics - 西门子 (Siemens), Cadence Design Systems 和 Synopsis 受到出口限制回滚的影响 [2]

Japan’s efforts to maintain a steady, friendly approach to trade negotiations are being tested as Trump ramps up pressure for a deal ahead of a looming tariff deadline. https://t.co/jiyHmBWQAo ...