Federal Reserve & Monetary Policy - The President has stated he will not fire the Federal Reserve Chair [3] - The Federal Reserve claims its decisions are data-driven, which is causing frustration for the President [6] - Inflation data has been better than expected, with the "super core metric" (consumer services excluding rents) being 150 basis points lower than when the Fed began cutting rates [7] - History suggests the Fed typically follows market pricing, implying rates should eventually decrease [7] Tariffs & Inflation - The administration argues that tariffs are not inflationary and are being absorbed by foreign profit margins [6][7] - The US could collect upwards of $300 billion in tariff revenue annually [8][12] - Import prices of goods directly impacted by tariffs have fallen, suggesting tariffs are being built into margins [11][12] - The tariffs' impact on inflation has been minimal, contrary to earlier predictions [12] US Economic Leverage - The US, as the world's largest consumer, dictates market terms, giving it leverage in negotiations [14]

Economic Impact - UNCTAD 秘书长 Rebeca Grynspan 讨论了如果特朗普总统实施最高关税，全球经济可能遭受的损害 [1]

Trump’s tariffs have brought a double serving of pain https://t.co/QlloctJVu2 ...

South Africa’s central bank Governor Lesetja Kganyago signaled confidence that inflation would remain within its target for the next two years, despite uncertainties stemming from US tariffs https://t.co/BMpPlCBqDV ...

Company Operations & Strategy - Company faced cross-currency management challenges due to mining sector performance and international trade uncertainty [1] - Company's origins trace back to the 1940s, listed on TSX in 2006, and underwent a major transformation starting in 2017 with new assets, balance sheet, and team [5][6] - Company planned NASDAQ public offering for over two years, driven by growth plan and investor interest [6][7] - Company aimed to increase daily trading volume, raise capital, and access larger US investors through NASDAQ listing [8] Financial Performance & Growth - Company grew from a market size of $0.5 billion to $2 billion [8] Production & Revenue - Gold accounts for approximately 80% of the company's revenues, while copper contributes around 20% [3] - Copper concentrate produced in New Mexico is sold domestically to Trafigura for export [4] - Gold exports from Brazil are directed to Europe and Canada [4] Geographic Exposure - In the previous year, Mexico and Honduras each accounted for approximately 30% of operations, with Brazil contributing the remaining 40% [2] - Future growth projects include two in Brazil and one in Guatemala, with increased exposure to gold [2]

Copper is used in everything from phones and cars to home construction and the military. Now President Trump is proposing 50% tariffs.@JoeDeaux and @davidgura discuss what new tariffs mean for the economy and your next big purchase https://t.co/b9hHfUuPCa https://t.co/omLYXiEx8Y ...

Economic Policy & Trade - Tariffs imposed by President Trump will create barriers to business [1] - The tax wedge issue is lost in the endless conversation about tariffs [1]

Trade Policy - Potential tariffs on pharmaceuticals may be imposed by the end of the month [1] - Tariffs on semiconductors could be implemented soon [1]

Trade Policy - Potential tariffs on pharmaceuticals may be imposed by the end of the month [1] - Tariffs on semiconductors could be implemented soon [1]

Trade Deals & Tariffs - Anticipation of numerous trade deals in the near future, with potential announcements increasing as the July 9th deadline approaches [1][2] - The impact of tariffs is already being felt, with potential for significant economic consequences if tariffs escalate, such as a possible 30% tariff with the EU by August 1st [4][6] - Companies have been managing supply chains and stockpiling goods to buffer against uncertainty, but this strategy has limitations in protecting against higher prices [8] - The market's reaction to Trump's tariff policies has been inconsistent, with a perception that the Fed will intervene to mitigate any negative impacts [10][11][12] Economic Impact & Political Concerns - Concerns exist regarding the inflationary impact of a large bill passed by Republicans, potentially leading to a deficit and a perception of America as an unsafe investment [13] - There is worry about stagflation in the coming year, with no forecasters predicting a positive economic outlook in terms of prices and inflation [14] - The legality of tariffs is being challenged, with arguments that Congress is abdicating its responsibilities regarding trade [15][16] - A poll indicates that even among Republicans, raising tariffs is unpopular, with only 40% favoring the measure [17]