Financial Performance - Delta Airlines Q2 earnings beat expectations, although expectations had been lowered [1] - Full-year guidance is now $525 to $625, lower than the initial expectation of at least $735 in January [1] Market Trends & Industry Dynamics - Main cabin demand is down 5%, indicating price sensitivity among customers [3] - Industry capacity in the main cabin domestically is expected to decrease significantly starting in August [3] - Delta plans to keep domestic capacity flat to down, focusing growth on international routes and premium cabins [5] - Europe has been a strong market, but a weak dollar and negative tourism headlines are having a modest impact [5][6] - Inbound travel from Europe to the US represents 20% of the mix, which can be offset by increased American outbound travel [7] Future Outlook - Fall bookings for international travel look strong, suggesting a seasonal shift in travel patterns [9] - International travel remains a key area for future growth [9]

Brazil spent months flying under the radar as Donald Trump upended global trade. Now that it’s in the spotlight, President Luiz Inacio Lula da Silva may stand to benefit from the attention https://t.co/zQvxKwk8ub ...

The US dollar has had a difficult start to 2025. The currency has lost 14% against the euro and 8% against the yen amidst a combination of policy confusion and the worry of increased deficit spending. Perhaps most notable though is the dollar's move against the Chinese yuan.Now the move has been small but the direction is significant. The dollar's down close to 2% against the currency year to date. Now, the US and China are the two biggest players in the ongoing global trade conflict.Could the market be say ...

WASHINGTON, July 09, 2025 (GLOBE NEWSWIRE) -- FTI Consulting, Inc. (NYSE: FCN) today announced the appointment of Eva Tomlinson as a Senior Managing Director and Breck Heidlberg as a Managing Director in the Export Controls, Sanctions and Trade practice within the Forensic and Litigation Consulting segment. Ms. Tomlinson and Mr. Heidlberg bring more than 40 years of combined expertise in global trade strategy, regulatory compliance and national security guidance, deepening FTI Consulting’s capabilities to l ...

To appease the world’s biggest market, countries must anger the world’s biggest trader https://t.co/eAsiur0DC3 ...

>> LIVE FROM WASHINGTON, D. C. , THIS IS "BALANCE OF POWER" WITH JOE MATHIEU AND KAILEY LEINZ.JOE: THE LETTERS ARE IN THE MAIL. WELCOME TO THE MONDAY EDITION OF "BALANCE OF POWER" AS THE PRESIDENT SENDS LETTERS TO JAPAN AND KOREA ANNOUNCING 25% TARIFFS ON THEIR GOODS. WITH MORE TO FOLLOW ACCORDING TO THE WHITE HOUSE.ON JOE MATHIEU ALONGSIDE KAILEY LEINZ IN WASHINGTON. WELCOME TO THE MONDAY EDITION. A LOT THAT WE DON'T KNOW ABOUT THIS AND THE PRESIDENT IS THREATENING ANOTHER LAYER, IF THESE COUNTRIES RETALIA ...

What are we hearing from the BRICS nations on the tariffs that Trump is suggesting. Well to begin with, I mean, there is a reference to tariffs and, you know, tariffs, unilateral tariffs that is upending global trade, that finds mention in the BRICS leader's declaration. It doesn't, of course, mention the United States, but it just says that tariffs are unilaterally imposed.Tariffs are creating problems, headwinds for developing nations in the global South. That is one mention that is. But having said that, ...

Singapore’s Deputy Prime Minister Gan Kim Yong warns that US tariffs may outlast President Donald Trump, urging businesses to adapt to a more protectionist global trade landscape https://t.co/Zmu0MeJ3eA ...

V i e w p o i n t | 02 Jul 2025 03:00:00 ET │ 15 pages Global Economics Global Trade Flash: Tariffs Are Creating Challenges CITI'S TAKE The impulse to global trade from US frontloading has faded, with US imports through May retreating sharply from their highs in March. This slowing has been evident, for example, in a marked retracement in US pharmaceutical imports from Europe. Even so, US imports show few signs of purchases being "paid back" as they remain well above their level prior to President Trump's e ...

Trade Negotiations & Agreements - The US is pursuing bilateral trade deals instead of multilateral ones, marking a new approach to global trade [6][7] - A trade deal with Vietnam is imminent and is considered a significant win for American farmers and manufacturers, incentivizing domestic production over routing through China [2][3] - The Vietnam deal opens up the Vietnamese market in unprecedented ways [2] - Negotiations with Japan are ongoing, with anticipated announcements before July 9th, indicating progress in trade relations [5] - The US is seeking reciprocity in trade, addressing non-tariff barriers that hinder access for US manufacturers and farmers to foreign markets [9] - The willingness of countries to lower non-tariff barriers influences the US's tariff considerations [10] Tariffs & Trade Policy - The US may impose tariffs on countries that do not present trade deals facilitating negotiations [13][14] - The specific details of export rates with Vietnam will be released in an upcoming statement [4] China Trade Relations - Negotiations with China continue regarding the framework established in Geneva and the UK [11] - The US is urging China to accelerate access to rare earth magnets, as agreed upon in previous negotiations [11]