Federal prosecutors are laying the groundwork to criminally charge companies and individuals that try to evade US tariffs as Donald Trump readies a fresh round of levies next week https://t.co/BlQEXGXgPi ...

The yen spiked as much as 0.3% against the dollar and then quickly erased gains after the announcement by Trump of 15% tariffs on Japanese imports https://t.co/cGNo1k2iXo ...

“Americans are mostly paying for the tariffs,” says George Saravelos, global head of FX research at Deutsche Bank: Here’s your Evening Briefing https://t.co/k8oDGPIZe0 ...

Geopolitical Impact - Trump's tariffs are reshaping Europe's perspective on Chinese investments [1] - Some EU leaders are increasingly open to Beijing's financial resources and influence [1]

Who’s paying for Donald Trump’s tariffs? So far, it’s American businesses and consumers. https://t.co/Xy3sTVCbsw ...

Nokia cut its profit guidance for the year, citing a weaker US dollar and tariffs https://t.co/TjIcktaKl7 ...

Tariff Impact & Mitigation - General Motors (GM) expects a $1.1 billion hit to profit from President Trump's tariffs [1] - GM aims to offset 30% of the tariff impact through cost austerity, manufacturing changes, and pricing strategies [4] - GM anticipates seeing mitigation efforts bear fruit in Q3 and Q4 of 2025 [10] - GM expects pricing to be up about 0.5% to 1% for the full year in 2025 [11] Supply Chain & Manufacturing - Only about 3% of GM's direct purchases come from China through the supply chain [6] - GM announced $4 billion of investments over the next couple of years to increase production in the United States [8] - GM will produce more than 2 million vehicles in the US after the investments, making it the largest producer in the country [8] Capital Allocation - GM will invest $10 to $12 billion over the next couple of years to improve its vehicle portfolio and footprint [17] - GM resumed share repurchases in July, with $4.3 billion remaining under its authorization as of June 30th [19]

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance news for July 22, 2025. Coca-Cola reported second quarter results that topped estimates. The company plans to start using more cane sugar in its drinks, but will not completely drop high fructose corn syrup. General Motors beat Q2 earnings expectations, but President Trump's tariffs added $1.1 billion in costs in the second quarter. The company expects a $4 to 5 billion tariff impact this year. #youtube #stocks ...

Global Economy - The global economy is showing resilience despite the historic increase in tariffs this year [1]

Market Performance & Trends - The S&P 500, NASDAQ Composite, and NASDAQ 100 reached fresh records, while the Dow barely closed in the red and small caps fell by approximately 025% [2][3] - The 10-year Treasury note yield decreased by 6 basis points to 437%, and the 30-year yield also decreased by 6 basis points, remaining below 5% [4] - The US dollar index decreased by approximately 067%, a significant amount for a major currency [4] - Communication services showed the strongest performance, increasing by 137%, while energy declined by more than 1% [4] - Investors are becoming more comfortable with the resilience of the US economy, supported by strong retail sales and low jobless claims [7][8] - The market reaction to tariff headlines has diminished, with the S&P 500 and tariff-related stocks showing minimal movement in response to recent tariff news [32] Company Specific News - Trump Media Technology Group revealed approximately $2 billion in Bitcoin holdings, representing about two-thirds of their balance sheet [12][13] - Taiwan Semiconductor's largest client is Nvidia, and Taiwan Semiconductor lifted their full-year guidance by 30% [20][21] - NATO countries have committed to spend up to 5% of their GDP on defense spending over the next decade, and the European Union plans to spend $840 billion over the next four years on defense [22] - Nisource, a multi-utility company and one of the largest distributors of natural gas, has a dividend yield of nearly 3% and is considered a backdoor play into the AI revolution [26][27] - Coca-Cola is expected to report less growth in Q2 due to a slowdown in price increases, and General Motors is expected to report earnings in line with analyst estimates [63][64] Economic Outlook & Federal Reserve - The US economy is showing signs of regaining its strength, with consumer confidence and spending rebounding, and major financial institutions no longer anticipating a recession [43] - The Federal Reserve's summary of economic projections in June indicated a potential slowdown to 14% by the end of the year, with unemployment rising to 45% and core PCE inflation rising to 31% [47] - The market is currently pricing in approximately two rate cuts by the Federal Reserve for the remainder of the year, potentially in September and October [60]