Breaking: President Trump will extend the existing tariffs on Mexico for 90 days to allow more time for trade talks https://t.co/koOnIWfEvS ...

Core Insights - The article emphasizes the importance of a holistic approach to investment recommendations, considering the entire investment ecosystem rather than evaluating companies in isolation [1]. Group 1 - Michael Del Monte is identified as a buy-side equity analyst with over 5 years of experience in the investment management industry [1]. - Prior to his current role, he spent over a decade in professional services across various industries, including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. - The article suggests that investment recommendations are built upon a comprehensive understanding of the investment landscape [1].

Trade Relations - Trade talks between Chinese and US negotiators strengthened trust between the two sides [1] - Trade talks boosted confidence in resolving economic disputes [1]

French President Emmanuel Macron says the EU wasn’t feared enough in trade talks with the US https://t.co/z1WbmDQgOO ...

with Brian Niccol at 9 a. m. Eastern on Squawk on the Street.>> Right now. For the latest on this week's US China trade talks. Eamon Javers.He's in Stockholm, Sweden, with more on his conversation with Treasury Secretary Scott Bessent and Eamon. This was pretty interesting. Yesterday you managed to get some pretty significant news from the Treasury Secretary about what actually happened yesterday.>> Yeah, Becky. That's right. We sat down with the Treasury Secretary just after he got off the phone with Presi ...

We are getting some uh news on the end of these China US trade talks. Let's get to Megan Cassella. Hey Megan. Hey Carl.So that's right. The talks have ended now in Stockholm and the Chinese have been speaking with reporters. This is Chinese Vice Premier Lee Ha Fang who's the top trade negotiator been in these meetings.Speaking through a translator according to the Reuters wire. He says the two teams continued to make use of their consultation mechanism, that they had candid, in-depth and constructive discus ...

US and Chinese negotiators have concluded their latest round of trade talks, conducted in Stockholm. https://t.co/Jq8PZBAuCf ...

>> WELCOME TO DAYBREAK: EUROPE. I'M JOUMANNA. AS TRADE TALKS BETWEEN THE BIGGEST ECONOMIES ROLL ON, TRUMP SAYS HIS SUMMTIT WITH XI JINPING IS "FAKE NEWS." PLUS, FIVE PEOPLE ARE KILLED IN A SHOOTING AT BLACKSTONE HEADQUARTERS IN NEW YORK.WELL, LET'S GET YOU UP TO SPEED, DEEP IN EARNINGS SEASON WITH DATA TO WATCH OUT FOR WITH META, AMAZON, MICROSOFT, BUT EUROPE, LET'S START THERE. WE THOUGHT IT WOULD BE A DAY OF GREEN BUT EUROPE WAS TRADING IN THE RED. THE DAX WAS DOWN 1% AND AUTOMAKERS WERE DOWN 3-4%.A CASE ...

US-China Trade Negotiations - Negotiations with China are expected to differ significantly from those with the UK, Japan, and the EU [2] - China is prepared to respond to tariffs on a reciprocal basis and has other leverage mechanisms, such as export controls on critical minerals [2][3] - The negotiation is expected to be lengthy due to each side's strengths and weaknesses [3] Tariff Outlook - The initial approach of securing deals with allies before focusing on China has not been successful [6] - The market anticipates the removal of approximately 20% of EPA fentanyl tariffs over the next 90 days [9][10] - A 25% tariff from 2018 is expected to remain in place [10] Critical Minerals - China has leveraged export controls for critical minerals [3][6] - There is uncertainty regarding the expiration of the six-month sunset on the critical minerals export licensing process agreed to by China [8] Timelines and Potential Meetings - An additional 90 days are expected to provide benefits for Chinese factories, businesses, and consumers, extending beyond the holiday shopping period [7] - The administration aims to arrange a meeting between President Trump and President Xi Jinping [8]

US-China Trade Relations - The US faces a significant trade deficit with China, a problem that has persisted for decades [1] - National security concerns create tension regarding the extent of trade with China, specifically regarding the potential transfer of tools that could threaten US security [1] - Export controls, initially imposed by Biden and later strengthened by Trump, are a key point of contention between the US and China [1] - The US seeks to raise tariffs on Chinese products, potentially by 10-20% or more [1] - China's perspective on what constitutes a "win" in trade talks remains unclear, with the future of TikTok potentially being a factor [1] Chinese Economic Policies and Global Impact - China's economic structure is heavily geared towards production, leading to overcapacity in various industries [1] - Chinese government subsidies enable the production of very cheap EVs (under $25,000) for the EU market [1] - The EU is concerned about potential de-industrialization due to the influx of subsidized Chinese goods [1] - China's domestic consumption is relatively low, contributing to trade imbalances [1] Technology and National Security - The Committee on Foreign Investment in the United States (CFIUS) assesses whether foreign companies can invest in the US, with Nvidia chips being a recent example of scrutiny [1] - China passed a law preventing the export of TikTok's algorithm, posing hurdles to any potential sale of the platform [1] - China controls information flow within its borders, restricting access to platforms like Twitter and Google [1]