Trade Relations & Tariffs - The US President's social media posts are creating uncertainty in trade talks with India [1] - The US President accuses India of buying Russian oil and reselling it, threatening to raise tariffs substantially, potentially to 25% [2] - The US President is escalating rhetoric against India regarding trade negotiations and Russia's actions in Ukraine [3] - It is uncertain whether the US President's actions are to gain leverage in trade negotiations or address Russia's compliance [4] - The US has imposed 39% tariffs on Switzerland due to a trade deficit [10] Geopolitical & Economic Implications - India seems to be finding alternative sources for oil purchases, mitigating the economic impact of potential US actions [4] - The US President is facing challenges with BRIC nations, including India, Brazil, and China [5] - Brazil is open to trade talks if treated as an equal [5] - The US relationship with China is in its own category, while negotiations with India have a long history [7] - US negotiators are not expected to meet with Indian counterparts until late August [10] Swiss Trade Situation - Switzerland is trying to find a way to satisfy the US President's demands to avoid tariffs [11] - Switzerland may offer large weapons purchases, particularly aircraft, or LNG and other energy deals [14]

Trade Relations - The European Union will delay planned U.S tariffs for 6 months [1] Policy Impact - The delay is to allow for trade talks with President Trump [1]

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 ...