I didn’t plan on writing about sneakers this week, but this new U.S.-Vietnam trade deal is worth taking a closer look at. Apparently, Vietnam is the manufacturing leader of the sneaker industry. So, Vietnam will pay a 20% tariff on everyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial ...

4 July 2025 | 9:17AM BST European Economics Analyst EU—Trade Talks With the US: To Deal or Not To Deal (Pierdomenico/Taddei) Sven Jari Stehn +44(20)7774-8061 | jari.stehn@gs.com Goldman Sachs International Giovanni Pierdomenico +44(20)7051-6807 | giovanni.pierdomenico@gs.com Goldman Sachs International Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/re ...

ab Global Research 3 July 2025 China Economic Comment Data Preview: Robust Q2 Growth, More Headwinds Ahead High frequency: better PMIs, weaker home sales, cooler port activities NBS manufacturing PMI edged up by 0.2ppt to 49.7 and Caixin PMI jumped by 2.1ppt to 50.4 in June, with both new orders and production index improving. NBS non- manufacturing PMI edged up by 0.2ppt to 50.5 in June with slightly softer service PMI but stronger construction PMI. 30-city property sales declined further to -10% YoY in Ju ...

V i e w p o i n t | 2. Negative news: 02 Jul 2025 23:09:28 ET │ 17 pages Asia Economics & Strategy Daily Strategy: EM Impact as 90d Tariff Deadline Nears; CN Data; IN Potential Trade Deal CITI'S TAKE EM Asia Strategy Comments: US -Vietnam trade deal – implications for rest of EM Asia as we approach the 90-day tariff exemption deadline; JP Economic Indicator Forecast; CN Data Preview; Potential India-US Trade Deal; KR Second Supplementary Budget May be Cut; July BoK MPB Preview; Upcoming events: EA Service P ...

V i e w p o i n t | 03 Jul 2025 22:20:36 ET │ 10 pages China Economics China Export Tracker (9): Steady into Liberation Day 2.0 CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jul 2nd . Shipping to the US had a few volatile weeks but managed to rebound lately, and the tentative trough for US-China trade could still hold, in our view. Overall cargo throughput grew at a slower pace in the past week. We forecast China's headline exports growth at 3.3%YoY for June. As the RoW comes to ...

V i e w p o i n t | 03 Jul 2025 11:49:54 ET │ 10 pages US Economics Falling imports from China offset elsewhere CITI'S TAKE The trade balance widened moderately in May to -$71.5 billion with a drop in exports and imports essentially flat on the month. Part of the drop in exports was due to gold, which will not impact GDP growth. Net exports are still likely to be a substantial boost to GDP growth in Q2. Imports from China continued to plunge as tariffs in April and half of May were prohibitively high. This ...

Details are sketchy at this stage, but a draft joint statement obtained by Politico claims that lower tariffs will apply to a range of Vietnam's exports to the US, including tech roducts, footwear, agricultural commodities and consumer products including toys. The US and Vietnam will "establish favorable rules of origin" of each other's imports to reduce transshipment, Vietnam will address non-tariff barriers such as intellectual property enforcement and "provide preferential market access" for both agricul ...

Foreign Exchange Asia exJapan/Euro Area/Europe Key focus and themes Global Markets Research Nearterm Trump tariff/nontariff risks for the USD Fig. 1: Top five topconviction strategy trades in order (scale 15) 4 July 2025 Research Analysts Global FX Strategy Craig Chan NSL craig.chan@nomura.com +65 6433 6106 Yujiro Goto NSC yujiro.goto@nomura.com +81 3 6703 1120 Dominic Bunning NIplc dominic.bunning@nomura.com +44 20 710 24063 Wee Choon Teo NSL weechoon.teo@nomura.com +65 6433 6107 Yusuke Miyairi, CFA NIplc ...

Monday, July 7, 2025It was a very eventful holiday-shortened week in the stock market last week, where we saw monthly and weekly jobs reports as well as the signage of perhaps the biggest tax cut bill into law in American history on the 4th of July last Friday. We also saw auto sales reported and Services & Manufacturing PMI updates.In all, we saw market indexes close at their weekly highs Thursday afternoon, surging to levels not seen since late February, which was prior to talk — and later action — on U.S ...

Indonesia, the world’s second-biggest wheat buyer, plans to purchase more wheat from the US as it seeks to secure a trade deal ahead of the looming tariff deadline https://t.co/cOMDAplcLf ...