China’s leaders appear “extraordinarily emboldened” on manufacturing, reports one diplomat. They believe they are winning important battles against Donald Trump, if not the whole trade war https://t.co/HejN5GsWSd ...

Foreign purchases of US stocks rose to a record in the second quarter despite worries that global investors would dump American assets after Donald Trump launched his trade war https://t.co/WeD2yaykvM ...

Whether it's kids' toys or EVs. China's exports are on a tear this year. Companies shipped $2.5% trillion worth of goods through August. That's the most for any year for China or for any other country, for that matter.It's driven by rising demand from all over the world. And it's come despite a drop in shipments to the U.S. after President Donald Trump put 50% or more tariffs on almost all goods from China. For Beijing, it's good news because it's boosting growth at home at a time of domestic economic woes. ...

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Indians account for more than 70% of all H-1B visas. A steep $100,000 entry fee, paid by employers, for every worker entering the US under the program will effectively gut it, forcing large What should worry Prime Minister Modi more is how the new rule is being implemented. Introduced as a travel restriction, it had the appearance of an economic sanction, an escalation of the punishment the US leader has meted out to a staunch ally in recent months.Also Read: H-1B visa jitters -- Indian techie spends $8,00 ...

Core Viewpoint - FedEx Corp. anticipates a $1 billion impact from trade volatility this year, primarily due to tariffs and the loss of a key exemption for low-value goods, significantly affecting shipments from China to the US [1][2]. Financial Performance - FedEx reinstated its financial guidance, projecting revenue growth of 4% to 6% for the current fiscal year, exceeding Wall Street estimates [3]. - The company expects adjusted earnings for the 2026 fiscal year to be between $17.20 and $19 per share, slightly below average analyst estimates [3]. Trade Environment - The company faces challenges from the end of a longstanding trade policy that allowed packages worth less than $800 to enter the US duty-free, complicating global trade dynamics [6]. - The ongoing trade pressures have led to a cautious outlook, with analysts predicting lackluster demand during the holiday season due to changes in de minimis regulations [8]. Market Reaction - Despite trade pressures, the reinstated guidance provided some relief to investors, resulting in a less than 1% increase in FedEx shares, although the stock has declined over 19% this year compared to a 13% advance in the S&P 500 Index [5]. Strategic Initiatives - FedEx is implementing internal initiatives to cut costs, including merging its air and ground networks, with an expectation of achieving $1 billion in permanent cost reductions [9]. - The company repurchased $500 million worth of shares in the first quarter and plans to continue buybacks throughout the fiscal year [8].

Core Viewpoint - The trade war with China has significantly impacted Nvidia Corp. investors, indicating challenges in the company's market performance and investor sentiment during this period [1] Group 1: Company Impact - Nvidia Corp. has faced difficulties due to the trade war, which has affected its stock performance and investor confidence [1] Group 2: Industry Context - The ongoing trade tensions between the U.S. and China have broader implications for the semiconductor industry, influencing supply chains and market dynamics [1]

Geopolitical & Economic Analysis - Discussion of China and the trade war implications [1] - Analysis of tariffs and their impact on economic strategy [1] - Examination of global economic shifts and their potential consequences [1] - Consideration of whether solutions lie outside of America [1] Societal Trends - Exploration of the rise of a global anti-woke coalition [1] - Speculation on unholy alliances that might form [1] - Focus on class warfare as a potential replacement for race warfare [1] Future Concepts - Introduction to the concept of the Network School [1] - Introduction to the concept of the Network State [1]

Geopolitical Relations - Canada and Mexico agree to deepen ties [1] Trade Dynamics - The agreement occurs amid the Trump trade war [1]

Geopolitical Risk - Nvidia faces increased geopolitical risk due to the U.S-China trade war [1] - China's cybersecurity regulator is urging domestic tech firms to avoid purchasing Nvidia's latest chips [1]