>> THESE ARE THE STORIES THAT RISE AFTER PRESIDENT TRUMP THREATENS A 35% TARIFF ON SOME CANADIAN GOODS AND RAISES THE PROSPECT OF INCREASED LEVEES ON MOST OTHER COUNTRIES. CHINA'S FOREIGN MINISTER WAYS AND, BLASTING THE U.S. OVER ITS TRADE POLICIES, SAYING WASHINGTON IS ABUSING TARIFFS. JAMIE DIMON SAYS MARKETS ARE COMPLACENT ON DONALD TRUMP'S TARIFF POLICIES.HE SAYS A DEAL BETWEEN THE U.S. AND EU NEEDS TO GET DONE. WE BRING YOU AN EXCLUSIVE INTERVIEW WITH THE CHIEF EXECUTIVE OF S. A.P. , EUROPE'S MOST VALU ...

Let's talk about the dollar for a second. Since April 2nd, basically since the start of the second quarter, we've seen the dollar fall about 6% historically. How big of a move is that.And do you see that as a potential warning sign for equity investors. Yeah, clearly the the decline in the dollar here reflects this loss of confidence in US trade uh security and and perhaps even fiscal policy because you also see a bit of a divergence between the dollar index and rate differential. I think that reflects this ...

European vehicle makers are feeling the pain of President Donald Trump’s trade policies: Here's your Evening Briefing https://t.co/g8RNPHbhO5 ...

Daimler Truck expects US orders to remain at “extremely” low levels until uncertainty over President Donald Trump’s trade policies subsides and freight volumes begin to recover https://t.co/VpzujN9khp ...

Bank of America strategists boosted their outlook for US equities, citing the Corporate America’s ability to maintain earnings guidance in the face of Donald Trump’s chaotic trade policies https://t.co/4lMF64hvRs ...

But some stocks haven't felt that bullishness. The three biggest losers in the index at the halfway point of the year are Deckers Outdoor (DECK 2.20%), Enphase Energy (ENPH 3.13%), and UnitedHealth Group (UNH 4.46%). Here's a look at how much these stocks were down as of the end of June, why they've been struggling, and whether they're good buys right now. Deckers Outdoor: Down 49% in the first half of 2025 Despite generating decent growth numbers this year, footwear company Deckers Outdoor is the S&P 500's ...

US President Donald Trump's trade policies and escalating tensions between the US and China have underscored the vulnerability of Vietnam's economy. Hanoi's recent economic success has been driven primarily by exports to the US and surging investments from companies fleeing China. However, its China plus one success has backfired as Trump takes issue with trading partners with large surpluses with the US.Vietnam has the third largest surplus after China and Mexico, and it was hit with a 46% tariff rate on T ...

Key Takeaways SFM, URBN, COST and BJ are well-positioned despite a drop in U.S. consumer confidence in June. SFM's growth is fueled by innovation, pricing strategy, store expansion and private label momentum. URBN leverages digital growth, brand strength and operational agility to drive profitability.U.S. consumer sentiment declined in June, reflecting rising concerns over job concerns and broader economic challenges. The Conference Board's Consumer Confidence Index dipped by 5.4 points to 93.0, down from ...

Resurgent US inflation could unfold as the world economy reels from Donald Trump’s disruptive trade policies, BIS warned https://t.co/29hUyl1QvJ ...

Core Insights - Caterpillar Inc. (CAT) is experiencing significant volume challenges, marking six consecutive quarters of decline, particularly in its Construction Industries segment [2][9] - The decline in total volume for CAT was $3.5 billion in 2024 and $1.1 billion in Q1 2025, primarily due to weak demand and dealer inventory drawdowns [3][9] - Broader macroeconomic uncertainties and global trade policy concerns are negatively impacting demand prospects, with the U.S. manufacturing sector contracting for three consecutive months [4][9] Financial Performance - CAT's revenues have declined for five consecutive quarters, and earnings have fallen in the last three quarters [4][9] - The Zacks Consensus Estimate indicates a year-over-year decline of 14.6% in earnings for 2025 and a 2.4% drop in revenues [12] Industry Comparison - Industry peers such as Terex Corporation and Komatsu Ltd. are also facing similar volume declines, with Terex experiencing five straight quarters of negative organic growth [6][7] - Komatsu's Construction, Mining & Utility Equipment segment has seen volume declines, while its Industrial Machinery & Others division has shown growth due to strong demand in specific sectors [7] Market Performance - CAT shares have lost 2.9% year-to-date, underperforming the industry average growth of 1.9% [8][10] - The current forward 12-month price/earnings (P/E) ratio for CAT is 17.90X, compared to the industry average of 17.06X, indicating that CAT stock does not present a compelling value proposition at current levels [10]