Andritz settled a US probe into sanctions violations after the Austrian engineering firm failed to seek a license for some exports to Russia https://t.co/58J8IOXp5x ...

Mexico's President Claudia Sheinbaum is getting squeezed between Donald Trump's tariffs and sanctions and her party's political scandals, says @JPSpinetto (via @opinion) https://t.co/50kH57Pfdd ...

President Trump announced earlier today was that the bottom line a very plans to have very serious economic consequences if he can't end the war between Russia and Ukraine. What he described as very severe secondary tariffs on on Russia and its trading partners. There's some confusion here in Washington over the details of this.Um Howard Lutnick talked to reporters afterwards and said this could take the form of tariffs or sanctions. and CNN is reporting that what Trump actually meant was 100% tariffs on Ru ...

Geopolitical Risk - US President intends to impose "very severe" secondary tariffs on Russia if a Ukraine ceasefire agreement is not achieved within 50 days [1] Sanctions - The report highlights the potential implementation of secondary sanctions [1]

Trade & Tariffs - The Trump administration is considering imposing a 35% tariff on goods from Canada [1] - The administration has published 23 letters and announced zero new trade deals [2] - Trump plans to impose blanket tariffs of 15% or 20% on all remaining countries [2] - A 10% unilateral tariff on all imported goods would be four times the average tariff today [3] - The tariffs are a tax, and American importers, businesses, and consumers pay almost all of that [3] - A 20% tariff rate on goods coming over the border will be higher than the inflation rate at its worst [12] - Republicans are standing by Trump's method to bring countries to the negotiating table [15] Russia & Ukraine - The US is resuming deliveries of some weapons to Ukraine [5] - Secretary of State Marco Rubio met with Russia's foreign minister and exchanged new ideas about how to end the war [5][6] - Russia launched a massive attack on Kyiv, with over 400 drones and missiles [6] - House Speaker Mike Johnson and Senate Majority Leader John Thun are prepared to move forward with new sanctions on Russia [7] - Trump will have a major statement on Russia come Monday [7] - Legislation from Senator Graham and Blumenthal has 80 senators already signed on to it [31] Birthright Citizenship - A judge blocked Trump's birthright citizenship order restricting it once again [33] - The ACLU created a class action lawsuit, and the judge certified this class [34] - The judge agreed that birthright citizenship is part of the constitution and is applying it across the country using this class action [35]

.@SteveForbesCEO lays out a tough set of proposals President Trump should immediately employ against Russia—including hardline sanctions, sending Ukraine major weapons, and freezing Russian assets—to finally end the invasion of Ukraine. #WhatsAhead https://t.co/iS1YaOWQF9 ...

Geopolitical Relations & US Foreign Policy - The report highlights growing frustration from President Trump towards Russian President Putin, stemming from Putin's actions in Ukraine [1] - The US is considering boosting military aid to Ukraine, signaling a potential shift in policy [1] - There's discussion around Trump's desire for improved relations and potential business deals with Russia, including rare mineral deals [10] - The analysis suggests Putin's continued escalation of the conflict in Ukraine is undermining Trump's efforts and making him appear weak on the world stage [20][21] Internal US Government Dynamics - A pause in weapons shipments to Ukraine was authorized by Defense Secretary Hegseth, reportedly without informing the White House, raising concerns about the chain of command [2][3] - The Pentagon's actions, specifically the pause in weapon shipments, have caused frustration within the White House [11][16] - There are concerns within the defense community regarding low US weapon stockpiles [14] Potential Policy Shifts & Actions - Senator Graham suggests Trump may now support a stalled round of sanctions against Russia [19] - The US is considering sending defensive weapons to Ukraine [2]

We get a lot of thrown at us by Putin for you want to know the truth. He's very nice all the time, but it turns out to be meaningless. Do you want to sanction him.Lindsey Graham has a sanctions bill on Russia. Do you want him to move ahead. I'm looking at it.Yeah. No, I'm looking. The Senate is passing and passed a very very tough sanctions.Yeah, I'm looking at it. And you'd sign that. It's an optional bill. It's totally at my option. They pass it totally at my option and to terminate totally at my option.a ...

We get a lot of thrown at us by Putin for you want to know the truth. He's very nice all the time, but it turns out to be meaningless. Do you want to sanction him.Lindsey Graham has a sanctions bill on Russia. Do you want him to move. I'm looking at it.Yeah. No, I'm looking. The Senate is passing and passed a very very tough sanctions.Yeah, I'm looking at it. Can you sign that. It's an optional bill. It's totally at my option. They pass it totally at my option and to terminate totally at my option. ...

Geopolitical Factors & Sanctions - President Trump's Truth Social post regarding China buying Iranian oil has baffled Treasury, state officials, and oil traders, raising questions about potential sanctions waivers [1][2] - The White House clarified that the post doesn't imply waiving sanctions, but the situation is still noteworthy [1] - The post is interpreted as leverage in talks with China over tariffs and with Iran over the ceasefire, potentially signaling a significant policy shift regarding sanctions relief [3][4] Oil Market Dynamics - Attention is shifting back to global demand and supply, with OPEC plus continuing to increase barrel production [5] - Concerns exist about future demand levels, leading to a potential market imbalance [5][6] - Many analysts anticipate a significant supply glut after the summer demand period ends, prompting a return to focusing on market fundamentals [6]