As equities markets wobble in the face of a fresh tariff onslaught from US President Donald Trump, Bitcoin bulls are positioning for a fresh rally https://t.co/SfjMqCVqJ3 ...

Trump Threatens 35% Canada Tariff, Floats Higher Global Rate, Stocks Retreat and the latest on the Texas Flood. Get the news you need to start your day on the Bloomberg Daybreak podcast. https://t.co/U5YzWm4E3r ...

President Trump’s threat for a 50% tariff on Brazilian imports expanded his use of punitive duties over matters that have nothing to do with trade, breaking with more than a half-century of global economic precedent https://t.co/z0ZrVwSFit ...

Trade Relations & Economic Impact - Vietnam's economy is heavily reliant on exports, representing approximately 90% of its GDP [4][8] - The US is Vietnam's largest export market, leading to a significant trade surplus and making it a target for potential tariffs [1] - Potential tariffs from the US, such as a proposed 46% tariff, could profoundly impact Vietnam's economy and manufacturing sector [2][10] - Vietnam experienced substantial foreign investment, exceeding $600 billion since 1988, contributing to export growth [7] Geopolitical Strategy & Manufacturing - Vietnam has become a major player in the global supply chain, manufacturing goods for various American companies and global brands [3][4] - The "China Plus One" strategy led companies to relocate some production to Vietnam to avoid tariffs on Chinese goods, benefiting Vietnam during US-China trade tensions [8][9] - Vietnam employs a "bamboo diplomacy" strategy to navigate complex relationships between the US and China, balancing economic and geopolitical considerations [15][16] - Vietnam's government is proactively engaging with the US to mitigate trade imbalances, including purchasing US products [12] Historical Context & Economic Development - Post-war Vietnam was one of the world's poorest countries, but economic reforms and policies to attract foreign investment have driven significant growth [5][6] - Vietnam's strategy of offering tax incentives, infrastructure development, and an open attitude to global manufacturers has been successful in attracting foreign investment [6]

Trade Tensions and Tariffs - President Trump's threat of a 35% tariff on some Canadian goods and a baseline of 15-20% on other countries is causing market volatility [1][2] - China criticizes the U S over its trade policies, accusing Washington of abusing tariffs [1] - Markets appear relatively relaxed despite tariff headlines, with the S&P 500 pointing lower by two-tenths of 1% [2][3] - A 35% tariff on Canada may not be as impactful as it seems, as much of the trade is covered by the USMCA [5][10] - The market may be becoming desensitized or complacent to the massive number of tariff headlines [6] - A baseline tariff of 20% would effectively double the economic damage expected by markets and economists [14] Market Sentiment and Risk Assessment - Jamie Dimon warns that markets are complacent on Trump's tariff agenda [1][18] - Implied volatility is low, suggesting the market is not pricing in risk from extreme volatility [7] - The market's ability to "buy the dip" after sell-offs is a conundrum for investors [8][9] - Equity markets may be trading off of earnings outlook and inflation data rather than tariff threats [20][21] Federal Reserve and Inflation - The Federal Reserve (FED) officials are divided on how the tariff impact shows up and how long it will persist [27] - Jamie Dimon anticipates firmer inflation due to tariffs, giving the FED a 40-50% chance of hiking [22][23] - The FED minutes solidify that most FED members are worried about persistent inflation from tariffs [27] Geopolitical Implications - China opposes unilateral tariffs and believes ASEAN countries will resist unilateralism [32][33] - China is willing to work with Vietnam to safeguard the legitimate interests of all countries [34] - The U S and China are vying for influence in Southeast Asia [36]

Trump Says He Will Impose 35% Tariff On Canada—Blames ‘Flow Of Fentanyl’ And ‘Trade Barriers’https://t.co/3cixqhuLZE https://t.co/cdRLL04ERy ...

Trump’s Copper Tariff Will Likely Increase Crime. Here’s Why. https://t.co/eFeA3KFatw https://t.co/eFeA3KFatw ...

Jen, we have some uh breaking uh Trump uh illegal and unconstitutional tariff news. During your hour, uh Donald Trump decided that Canada uh for no sane reason uh should now be hit uh all goods coming from Canada with an additional 35% tariff. Uh and this is one of the many that Donald Trump, according to these letters he's sending around to different countries, uh will, as he threatens, start on August 1st. So that gives Donald Trump about 20 days to cave on this uh and to become, you know, the Donald Trum ...

President Trump, who's just announced tariffs for Canada imports. The president saying moments ago on Truth Social that there will be a 35% tariff on goods imported from Canada starting on August 1st. A little earlier this hour, we told you about those 50% tariffs he plans to hit Brazil with. ...

All right, Matt Bradley from Tel Aviv. Matt, thank you. Some breaking news to get to now.President Trump, who's just announced tariffs for Canada imports. The president saying moments ago on Truth Social that there will be a 35% tariff on goods imported from Canada starting on August 1st. A little earlier this hour, we told you about those 50% tariffs he plans to hit Brazil with, and that includes goods like coffee.Also on August 1st, according to the president, we can expect more of that. More to come ther ...