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US Stock Market Taking the Long View, Yardeni Says
Bloomberg Television· 2025-07-08 12:37
Market Negotiation & Tariffs - The market interprets current tariff threats as negotiation tactics, similar to real estate dealings, expecting resolution within months [2][3] - The market anticipates that prolonged trade ambiguity could negatively impact the Republican Party in the midterm elections [4] Economic Resilience - The US economy demonstrates remarkable resilience despite tariff-related turmoil, with consumer spending holding strong [5][10] - Inflation has not significantly increased, with some indicators suggesting a near-zero rate for July [5] Labor Market & Employment - Industry payrolls rose by only 74,000, the lowest since 2004, raising concerns about underlying economic equilibrium [7] - Weak employment numbers, particularly in nonfarm payrolls (excluding government employment), prompted bearish sentiment [9][10] - The industry anticipates improved employment numbers and economic growth in the second half of the year [11] Optimistic Outlook - The US stock market is expected to take a long-term optimistic view, supported by the ongoing technology and digital revolution [6][7] - The US economy has been stress-tested by tariff turmoil and is passing the tests [10]
X @Bloomberg
Bloomberg· 2025-07-08 02:55
Trade Policy - Trump issued new tariff rates, indicating potential shifts in trade policy [1] - The situation remains open to negotiations, suggesting possible adjustments to the tariff rates [1] Impact and Outlook - Bloomberg experts are providing insights into who is most impacted by the new tariff rates [1] - The market is seeking clarity on the next steps and potential outcomes of the trade developments [1]
X @Bloomberg
Bloomberg· 2025-07-08 02:40
🎙 Trump issued new tariff rates, but said he was still open to negotiations.Who's most impacted and what's next? Ask Bloomberg experts at 11am HKT on July 8 / 11pm ET on July 7 in a Live Q&A ⤵ https://t.co/DqkIjDoS80 ...
Trump issues new tariff rates, says he's still open to negotiations #bloomberg
Bloomberg Television· 2025-07-08 02:36
more or less final offer. Look, we're always subject to negotiate something that's fair, but we've talked to most of the countries and pretty much they've had their way for many, many decades, as you know, and it was time that we just wanted fairness. This is uh not really equitable from our standpoint because it's just a small token by comparison to the damage that's been done over the years, but we had no other president that was willing to do this.And all I say to the other countries is, you know, some o ...
Trump to Meet Netanyahu in DC: What to Expect
Bloomberg Television· 2025-07-07 05:57
I think that we're expecting a lot, but we're also quite aware that it is there are a lot of problems here, and that is to say Israel is certain that Hamas is so pushed back on its back hills that it's going to yield and give in to Israel's demands. It's not at all clear to me that that is the case. So the talk of a deal I think, could get difficult if Hamas doesn't agree to all the things that Israel's insisting on, which is basically complete defeat of Hamas.Netanyahu and Trump are meeting for dinner this ...
X @BBC News (World)
BBC News (World)· 2025-07-05 22:10
Israel to send negotiators to Gaza talks despite 'unacceptable' Hamas demands, PM says https://t.co/FoxgLei0Db ...
Treasury's Faulkender: Vietnam trade deal a huge win for the American farmer
CNBC Television· 2025-07-02 18:41
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]
Bessent Advisor Says Tariffs Could Bring in $300 Billion
Bloomberg Television· 2025-07-02 13:20
When I speak to individuals that are sitting on the other side of the US Trade Representative or Treasury Secretary Scott Bassett, they say that they have been told and given assurances by this administration that if they are in good faith negotiations that that deadline can be pushed back. Is that your understanding. Well, that's what Secretary business said.And Secretary Lutnick recently said, about 10 to 12 countries are very close to a deal. There's about another 20 that are also negotiating in good fai ...
New access roads, equipment, vehicles spotted at Iran’s Fordo nuclear complex: NYT
MSNBC· 2025-07-01 20:50
New satellite images taken in the days after the US strikes in Iran show new activity at the site of one of the attacks. New access roads, construction equipment, and vehicles have been seen at the Fordo nuclear site. That is the one the president insisted was obliterated.Joining us now, staff writer for the Atlantic, Michael Sheerer, and Rick Stangle, who's still with us. Rick, um, can we put that much stock into access roads and and trucks and and and engagement with that site from satellite images. You c ...
Trump Says U.S. and Iran Will Talk Next Week, Nuclear Deal Not ‘Necessary’ | WSJ News
WSJ News· 2025-06-25 15:34
Are you interested in restarting negotiations with Iran. And if so, have they received. So, are people Marco could answer this, but our people are um not I'm not The way I look at it, they fought the war's done and you know, I could get a statement that they're not going to go nuclear.We're probably going to ask for that, but they're not going to be doing it, but they're not going to be doing it anyway. They've had it. They've had it.Now, maybe someday in the future we'll want that. But, uh, I've asked Marc ...