Italian Finance Minister Giancarlo Giorgetti says he’s concerned about potential damage to European economies from trade tensions and the weakening of the US dollar https://t.co/wRXaOyj5JO ...

The precious metal has been supported by anxieties over the fallouts of trade tensions, geopolitical conflicts, and strong inflows to exchange-traded funds and central banks https://t.co/7nlqpGYJvX ...

Key Takeaways ZIM's 2025 EBITDA is projected in the $1.6-$2.2B band, sharply down from $3.7B in 2024. Tariff tensions and USTR port fees pose operational and financial hurdles for ZIM. ZIM's shares are down 26.7% YTD, underperforming the broader Transportation-Shipping industry's 0.2% growth.ZIM Integrated Shipping (ZIM) , which had a stupendous 2024 courtesy of the Red Sea Shipping crisis-induced elevated freight rates, has been suffering this year mainly due to the tariff tensions.The ongoing trade tens ...

Chinese airlines took delivery of three Boeing aircraft on Sunday, a rare same-day triple handover that points to easing trade tensions between Beijing and Washington https://t.co/BVmXo6lTRP ...

Global Economic Outlook - The US is behaving like a developing nation, exhibiting core market correlations more common in developing countries, such as currency weakening despite rising yields and the breakdown of negative correlations between bonds and equities [4] - The market initially had an 80% probability of a "Reagan moment" but fluctuated to below 50% by early April, and is now around 70%, indicating uncertainty about whether the US will experience a positive transformation or stagflation and recession [6] - There's a 50/50 chance of either "globalization light" or total fragmentation, with the outcome depending on how other countries react [6] Market and Corporate Reactions - The market views US corporations as strong with good balance sheets and innovations, and believes the US is escalating trade tensions to de-escalate, expecting either deadline extensions or favorable outcomes from negotiations by August 1st [8][9] - CEOs are generally in a "wait and see" mode, postponing major investment plans due to uncertainty about tariffs (e g, whether they will be 30% or 10%, volatile or fixed), impacting supply chains and market strategies [11][12] - Financial markets have adapted to the idea that deadlines will be pushed back, but the ultimate destination of trade policies remains unknown [14][15] Trade and Geopolitical Risks - Mexico was surprised by the potential 30% tariff, indicating that countries not currently in focus could quickly become targets [20] - China is not out of the woods regarding tariff issues and is no longer a locomotive of global growth, with concerns that it may start dumping exports, especially on the European Union, causing trade tensions [21][22] - The EU is preparing a response to US tariff threats and may seek alliances with other countries [23] Investment Strategies - European financial markets have outperformed US markets in the first quarter by 17 percentage points, benefiting from an excessive overweighting of US assets at the start of the year [26] - For Europe to continue outperforming, it needs to attract capital back, which it hasn't been doing sufficiently [27] - Companies are considering "C plus many" or "many" strategies for supply chains, reducing reliance on China and increasing resilience, which involves rewiring supply chains and is time-consuming and expensive [18]

Key Takeaways GM halts production at its Silao plant for several weeks, affecting top-selling pickups. Silverado and Sierra output paused in July and again during the weeks of Aug. 4 and Aug. 11. GM says downtime is part of routine operations to optimize manufacturing efficiency.General Motors Company (GM) is temporarily halting production at its pickup truck plant in Silao, Mexico, for several weeks, which will affect the output of its highest-selling models, per Reuters. While GM acknowledged the produc ...

>> GOOD MORNING. I'M TOM MACKENZIE IN LONDON. THESE ARE THE STORIES THAT CITE YOUR AGENDA.U.S. AND EUROPEAN STOCK FUTURES FALL AFTER PRESIDENT TRUMP DIALS UP TRADE TENSIONS, THREATENING 30% TARIFFS ON GOODS FROM THE EU AND MEXICO. BITCOIN SURGES PAST 120,000 DOLLARS FOR THE FIRST TIME EVER. TARIFF DIPLOMACY.THE EU LOOKS TO STEP UP ENGAGEMENT WITH OTHER NATIONS HIT BY TRUMPS LEVEES WHILE DELAYING ITS OWN COUNTERMEASURES TO ALLOW MORE TIME FOR TALKS WITH THE U.S.. PLUS, PRESIDENT TRUMP SAYS THE U.S. WILL SEND ...

Indian stocks are poised to begin the week on a subdued note, tracking losses across Asian markets after Trump escalates trade tensions.Read for free with your email on what could move markets today. https://t.co/ZqfufJCJqd ...

Indian stocks are poised to begin the week on a subdued note, tracking losses across Asian markets after Trump escalates trade tensions. Read for free with your email on what could move markets today. https://t.co/JsmXOvLp9b ...

European Trade Tensions Rise Ahead Of The July Summit In China https://t.co/yHOMbJ7gc9 https://t.co/yHOMbJ7gc9 ...