Industrial Policy & Economic Nationalism - The report critiques the Trump administration's "rule by deal" approach, where individual companies gain public investment through White House negotiations without transparency or consideration of the broader industrial landscape [3][4][5] - The report argues for a comprehensive, institutional approach to industrial policy, particularly for critical minerals, with a clear mission, institutional capacity, and streamlined processes [8][9][10] - The report highlights the need for government intervention in areas like rare earths and semiconductors due to China's dominance, emphasizing the importance of securing these industries [7][8] - The report mentions the CHIPS program, where $40 billion was allocated to semiconductor manufacturers, as an example of a thorough but slow process [11] Tariffs & Trade - The report suggests that broad tariffs across all imports can negatively impact trade and economic growth [20] - The report acknowledges that targeted tariffs, like those on electric vehicles from China, can be strategically useful [21] - The report warns that excessive tariffs could lead to higher prices for consumers and a less competitive domestic car market [22] AI & Data Centers - The report suggests caution regarding government investment in AI data centers, given the significant private capital already flowing into the sector, estimating close to $500 billion this year [15][16] - The report expresses concern about a potential bubble in the AI space due to excessive private investment [16]

The full impact of US President Donald Trump’s tariff policies has yet to be seen, and that question may weigh down prospects for the US stock market depending on how it plays out, according to Pimco CEO Emmanuel Roman https://t.co/Ewh7Vu0s0R ...

Financial Performance - Cosco managed to increase profit despite a volatile environment for freight rates [1] Industry Outlook - Uncertainty about tariff policies will continue to pose challenges for the freight industry [1]

Political Risks - Embracing tariff policies could be politically risky ahead of the 2026 midterm elections [1] - Bashing the president's tariff policies could earn GOP lawmakers a public rebuke from the White House [1]

Political Risks - Embracing tariff policies could pose political risks for GOP lawmakers before the 2026 midterm elections [1] - Criticizing the president's tariff policies might lead to a public reprimand from the White House [1]

Heard on the Street: Ford appears determined to avoid cutting its dividend, even as President Trump’s tariff policies wreak havoc on its business https://t.co/2g1ENezGbv ...

From @WSJopinion: Trump promises voters that foreigners will pay for his tariff policies. Producer price data is a sign that the economy may have other ideas. https://t.co/viV0DSEejU ...

Trade Policy & International Relations - Trump's tariff policies are prompting Switzerland to reassess its global role [1] Economic Impact - The situation is causing uncertainty and requiring careful evaluation of Switzerland's position in the international trade landscape [1]

Watch: The U.S. economy has remained resilient amid President Trump’s tariff policies. Here’s how that strength could be tested in the months ahead. https://t.co/2s5qS0m9ss ...

Sales & Profit Forecast - Mattel released a new sales and profit forecast for 2025 [1] - The new forecast was introduced two months after the previous outlook was withdrawn [1] External Factors - The previous outlook was withdrawn due to uncertainty related to Donald Trump's tariff policies [1]