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欧洲最大资产管理机构重磅发声!
中国基金报· 2025-07-04 12:05
Amundi Asset Management's Global Head of Macro: Long-term Optimism Toward China's Economy Remains Intact 【导读】东方汇理资产管理全球宏观研究主管:坚持长期看好中国经济的态度 中国基金报记者 吴娟娟 Juanjuan Wu, China Fund News Mahmood Pradhan, Head of Global Macro Research at Amundi, told China Fund News on June 27 , that his long-term optimism toward China's economy remains unchanged. He stated that China's economic transformation is a gradual process and that this transformation is currently underway. Pradhan believes that globalization is difficult ...
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Bloomberg· 2025-07-04 11:56
A comprehensive US-India trade deal could supercharge South Asian nation’s exports and manufacturing, laying the foundation for long-term growth, Bloomberg Economics says https://t.co/VPPJ2uieMm ...
Bear of the Day: Toyota Motor (TM)
ZACKS· 2025-07-04 09:01
Core Viewpoint - Toyota Motor Company is facing significant challenges due to escalating trade tensions and tariffs imposed by the US, which threaten its profit margins and overall financial performance [2][3][7]. Group 1: Company Overview - Toyota Motor Company is a leading global automaker, founded in 1973, with a diverse product portfolio that includes cars, minivans, and trucks [1]. - Approximately 50% of Toyota's revenue comes from internal combustion vehicles, while hybrid cars account for nearly 48% of sales [1]. - The company has a strong international presence, particularly in Japan, North America, Europe, and Asia [1]. Group 2: Trade and Tariff Impact - The US has imposed a 10% tariff on Japanese goods during a 90-day pause, with potential for further increases if trade agreements are not reached [2]. - President Trump's dissatisfaction with the automotive trade imbalance between the US and Japan places Toyota in a precarious position amid the trade war [2]. - Toyota is experiencing a 20.8% year-over-year contraction in profit margins due to rising material prices and US-imposed tariffs [3]. Group 3: Stock Performance - Toyota's stock is currently underperforming, trading below the 200-day moving average and down 15% over the past year [5]. - The stock is described as "dead money" for the moment, indicating a lack of upward momentum [5]. Group 4: Future Outlook - The looming July 9 tariff deadline presents significant uncertainty for Toyota, with potential tariff-induced price hikes threatening its profit margins [4][7].
How Trump Is Helping China, Brazil and BRICS
Bloomberg Originals· 2025-07-04 08:00
This is a story about how the world's most powerful, richest country is slowly losing its influence. .And it's evident here. We can see across Brazil, thousands of Ford cars almost disappear.Meanwhile, China's BYD is becoming increasingly common. Ford. Left a plant abandoned.BYD, they modernized the plant. They are now producing electric cars from Brazil. It's evidence of the growing connection between Brazil and China, the B and the C of the BRICS+ Coalition.This is a group that hopes to rival the US-led G ...
How Concerning Are Trump Trade Letters?: 3-Minute MLIV
Bloomberg Television· 2025-07-04 07:41
The trade headlines overnight have caused that kind of volatility, haven't they. They've caused some concern in Asia about the levels that we are ultimately going to see on the trade front. Well, it was a it was a reasonably sizable reaction, but not a big reaction.Are we getting immune to the trade headlines. Is is that maybe what the take away from today should be. Yes, we're worried about it, but we're not as worried as we were on Liberation Day. We're not getting the kind of volatility as we did that.No ...
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Bloomberg· 2025-07-04 07:35
China imposed anti-dumping duties on European brandy for five years, as diplomatic and trade tensions escalate between the two trading partners https://t.co/UkQQCqyTaz ...
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Bloomberg· 2025-07-04 06:18
German factory orders dropped for the first time in four months as businesses at home were wary of committing to large investments before uncertainty over trade with the US is resolved https://t.co/PI6taon7mn ...
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Bloomberg· 2025-07-04 05:08
EU firms like Mercedes-Benz and LVMH are urging restraint in trade negotiations with the US, pushing for a quick deal to avoid tariff retaliation that could hurt European industries https://t.co/wE1n5rCbrX ...
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Bloomberg· 2025-07-04 04:52
India’s market watchdog SEBI has temporarily barred US trading firm Jane Street from accessing the local securities market over allegations of manipulative trades.@haslindatv speaks to @VishnoiSays on what this means for India’s markets and exchanges: https://t.co/676M5KVrRn https://t.co/ErD5VLqzMN ...
高盛:全球经济评论-出人意料的小幅不确定性拖累
Goldman Sachs· 2025-07-04 03:04
3 July 2025 | 11:09AM EDT Global Economics Comment: A Surprisingly Small Uncertainty Drag (Briggs/Dong) A Surprisingly Small Uncertainty Drag Trade policy uncertainty rose in most countries after President Trump's election victory (and spiked sharply following Liberation Day on April 2), exceeding levels observed during the 2018-19 trade war. While uncertainty indices remain high Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and o ...