Geopolitical Strategy - India is resisting U S pressure to cut ties with Moscow [1] - India benefits economically and geopolitically from its relationship with Moscow [1] Economic Impact - The relationship with Moscow brings economic benefits to India [1] Trade Relations - U S tariffs pose a threat, but India is maintaining ties with Moscow [1]

An American-backed deal between Armenia and Azerbaijan could weaken Russia https://t.co/y9Os6La9Ts ...

America may be trying a new tack in its push to eliminate a Chinese presence around Panama’s canal https://t.co/Gzth8FugZb ...

Geopolitical Significance - The Suwalki Gap, a 65mm area, is a crucial land bridge between NATO's central European partners and Baltic allies [1] - Control of the Suwalki Gap by Russia would create a land bridge between Kaliningrad and Belarus [2] - The US and NATO conduct military exercises in the area to deter Russian aggression [2] - The Suwalki Gap is considered by some as NATO's Achilles heel [2]

CEO Confidence & Economic Outlook - CEO confidence rebounded to roughly neutral, climbing 15 points to 49 from a low of 34 last quarter, following tariff announcements and tax bill resolution [3] - Geopolitics is the number one issue for CEOs, followed by cyber risks, with tariffs slipping to number three [5] - Despite clarity on tariffs, concerns remain about higher costs and potential impact on bottom lines for retailers [6] - Companies are negotiating within the supply chain to spread tariff costs, with some costs potentially passed on to consumers [7] - Unemployment remains low at 42%, and CEOs are not planning significant layoffs [9] Strategies for Cost Management - Companies are exploring AI as a potential boost for productivity to offset cost increases [10] - Negotiations and some price increases are being implemented to address cost differences [10] Trade & Tariffs - Increased clarity on trade, with some frameworks established with major trading partners, has contributed to improved CEO confidence [3] - CEOs are reacting to the expectation of ongoing tariffs and potential trade deals [8]

Geopolitical and Tariff Variables Impacting markets - Bloomberg Surveillance https://t.co/po1SjYVZZ1 ...

After long efforts to woo New Delhi as an ally against Beijing, Washington has suddenly veered toward hostility. It will regret the turn, says @andreaskluth (via @opinion) https://t.co/DCactw7MsK ...

The tug-of-war between China and America over the Panama Canal has a new front https://t.co/3DreQXl4zW ...

Tariffs and Geopolitics Impact - The industry is still learning about the impact of geopolitics and tariffs [1] - Tariffs are detrimental to consumers [1] - A 15% tariff is better than the announced 30% tariff, but worse than zero [2] Trade and Regulations - The company did not expect to be able to ship to China due to regulations [2] - The Department of Commerce and the government are considered open [2] Impact and Hope - The company hopes the impact of trade agreements will be minimized, but it is out of their control [3] - The company is hopeful that the Trump administration understands the predicament of U S manufacturing companies [3] - The company hopes the administration will work with them to do the right thing for U S manufacturing companies [3]

India and the Philippines have staged their first joint naval exercises in the South China Sea, sending a clear signal to Beijing, writes @KarishmaJourno (via @opinion) https://t.co/LrUuRwW9dr ...