Global Economic Briefing M Global Idea Global Tariffs: Timelines to Consider June 30, 2025 04:00 AM GMT With a series of tariff deadlines approaching, this note reviews historical experiences of trade negotiations to help set expectations and identify what we will be focusing on in the outcomes. We also consider how the negotiations affect the transmission of tariffs to economic data. Key Takeaways The timing of tariff impact on the economy will be affected by the actual application of tariffs as well as th ...

Group 1 - General Motors (GM) has decided to stop exporting vehicles from the United States to China amid ongoing trade negotiations between the two countries [1] - The Durant Guild, GM's premium import brand, accounted for less than 0.1% of total sales in China, prompting a restructuring of operations due to significant economic shifts [2] - In Q1 2025, GM and its joint ventures delivered over 442,000 vehicles in China, achieving year-over-year sales growth and increasing market share for the third consecutive quarter [3] Group 2 - Sales of new energy vehicles (NEVs) in China surged by 53.2% year-over-year, with GM planning to expand its NEV portfolio further in 2025 [3] - Ford Motor Company has also paused shipments of several U.S.-built vehicles to China due to retaliatory tariffs, which have increased import taxes significantly [4] - Tesla halted new orders for its Model S and Model X in China following increased tariffs on U.S. imports, facing rising competition from domestic manufacturers like BYD [5]

市场洞察 | 市场 | 亚洲 Market Insights | Markets | Asia 2/ 看好的新兴市场亚洲多头为韩元、台币、⻢来西亚林吉特和新加坡元（Danny） 3/ 美元兑⼈⺠币中间价⾸次⾃四⽉初以来跌破 7.20 + 美元兑离岸⼈⺠币下⾏交易策略 Five things you need to know: 4/ Shifting landscape between EM vs G10 FX dynamics: USD underperformance increasingly EM-led 你需要知道的五件事： 1/ GS lowers US recession odds, raises US growth views, revises up S&P forecasts, and lifts China GDP growth 1/ ⾼盛下调美国衰退概率，上调美国增⻓预期，修正上调标普预测，并提升中国 GDP 增⻓预期 2/ Favored EM Asia longs are KRW, TWD, MYR and SGD (Danny) 3/ USDCNY fixing came in bel ...

FICC Research Economics 9 May 2025 Global Economics Weekly Habemus primum pactum! The US-UK trade deal should be the first in a series, with India, Japan, Korea, Vietnam likely next, and eventually also China and the EU. However, tariffs will likely remain high and the final agreements still uncertain. Central banks respond with caution. Next week, it's US CPI and retail sales. Global Synthesis Habemus primum pactum! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 The US-UK t ...

B&G Foods (BGS) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants AJ Schwabe - Senior Associate, Corporate Strategy and Business DevelopmentKenneth C. Keller - President, Chief Executive Officer and DirectorBruce Wacha - CFO & Executive VP of FinanceRobert Moskow - Managing Director Conference Call Participants Michael Lavery - Senior Equity Research AnalystScott Marks - Equity Research AnalystWilliam Reuter - AnalystNone - Analyst Operator Good day, and welcome to the B G Foods First Qua ...

Penske Automotive Group (PAG) Q1 2025 Earnings Call April 30, 2025 02:00 PM ET Company Participants Tony Pordon - Executive Vice President Investor Relations and Corporate Business DevelopmentRoger Penske - Chairman & CEORichard Shearing - Chief Operating Officer of North American OperationsRandall Seymore - Chief Operating Officer of International OperationsShelley Hulgrave - Executive Vice President & CFOJohn Murphy - Managing DirectorDaniela Haigian - Vice President - Equity ResearchRon Jewsikow - Direct ...