President Trump’s trade war could accelerate a thaw in the frosty relationship between India and China https://t.co/7RNKRPM6dD ...

The Port of Los Angeles seeing the best month for cargo volume in its history in July, reports executive Director Jane Soroka saying trade is front loading cargo ahead of tariffs caused a spike. Jane joins us now for more. Jane, welcome to the program, sir.There was a quote from you in the last few weeks that we were talking about around this table. It's been a rollercoaster ride all year long and the ride's not over yet. Jane, just take a moment just to describe what the last few months, in fact, what this ...

In the latest statecraft maneuver, China is working to reopen rapeseed trade with Australia after a five-year pause, seeking to secure supplies of a key animal feed ingredient as ties with top supplier Canada sour https://t.co/nbzFGKJLOK ...

Turkey may be a convenient backdoor to the EU, but the Chinese have not yet prised it open. We explain why https://t.co/sPcBVtWxSk ...

Trade Tariffs Overview - America's tariff menu contains over 17,000 lines, making it complex to understand [1] - The report explains how to break down the tariff menu [1]

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Geopolitical Relations - Canadian Prime Minister is planning a visit to Mexico on Sept 18 to enhance trade and relations [1] - The visit aims to strengthen ties amid US tariffs [1]

Geopolitical Risk & Trade - China is warning Western companies against hoarding rare earths, potentially leading to more severe shortage risks [1] - Orders exceeding historical averages may face stricter scrutiny to prevent stockpiling [1] Regulatory Scrutiny - Increased scrutiny targets large orders, especially those significantly above a company's historical average [1] Industry Impact - The US-China Business Council reports heightened scrutiny on orders to prevent stockpiling [1]

Geopolitics and Macroeconomics - President Trump expressed optimism about potential peace deals between Russia and Ukraine, suggesting a second meeting with European leaders [39][40][41] - The report highlights the unpredictable policy decisions of the White House and their implications for investors [42] - New Zealand aims to be a beacon of stability, emphasizing rules-based trade and declining interest rates [43] - New Zealand faces a 15% tariff rate due to a small trade surplus with the U S, preferring a lower 10% rate [49] Market and Economic Indicators - PPI (Producer Price Index) data came in hotter than expected, raising concerns about potential upward pressure on inflation [3][21][22][38] - The market is pricing in a 97% expectation of a rate cut, but the timing and pace of Federal Reserve cuts are uncertain due to inflation data [22][26] - The report mentions a 52% magnitude earthquake 132 kilometers southwest of Alaska [14] - The Dow declined 02%, the NASDAQ was down 24 points, and gold was down $18 per ounce, a drop of 05% [17] - Bitcoin tumbled 45% [18] Company Specific News - Tapestry (parent company of Coach and Kate Spade) is plunging 14% due to a missed annual outlook for key profit and greater than expected headwinds from tariffs [18][83] - Miami International and MIAX (exchange operator) was up by 33% on its first day out [19] - Deere trimmed its net income forecast for the full year, leading to a 6% drop in stock price [81] - AXIS Capital Holdings is using AI to bring innovation and insights through data recognition to its policyholders [66][69]

Oh boy. Treasury Secretary Scott Besson recently did an interview and he says tariff income is going to be over 1% of GDP. I I'd been saying 300 billion, but I think we're going to have to substantially revise that up.So well in excess 1% of GDP. And then with the new investment there, the sovereign investments that we talked about, but then in terms of the committed investment by private industry, we're well over 10 trillion. Regardless, whatever you think about the tariffs, whether they work or don't work ...