Core Insights - Amazon plans to invest over €1.4 billion in the Netherlands over the next three years, marking its largest investment in the country since starting operations in 2020 [1] - The investment aims to develop artificial intelligence for entrepreneurs selling products on the Amazon platform, while also supporting Amazon Web Services (AWS) and retail operations [1] - The initiative is expected to enhance infrastructure and assist small and medium-sized enterprises in expanding their customer reach both locally and globally [1]

Core Points - The article discusses the extension of tariff agreements between the U.S. and Mexico, with specific rates and implications for trade relations [1][2][3][4] Tariff Agreements - Trump announced a 90-day extension of the tariff agreement with Mexico, maintaining a 25% tariff on goods unless they qualify under the USMCA [2][4] - Additional tariffs include 25% on automotive imports and 50% on metals such as steel, aluminum, and copper [2][4] - The U.S. plans to implement new tariff rates on trade partners, effective August 1, following a series of negotiations [1][6] Market Reactions - Following the tariff announcements, U.S. stock indices experienced a significant drop, with the Dow Jones falling over 330 points, a decline of 0.74% [1][8] - The market's volatility was attributed to investor reassessment of monetary policy after the Federal Reserve meeting [1][8] Trade Relations with Canada - Trump signed an executive order increasing tariffs on Canadian goods from 25% to 35%, effective August 1, 2025 [1][2] - Goods rerouted to avoid these tariffs will incur a 40% transshipment tariff [1][2] Future Negotiations - Trump indicated ongoing negotiations with Mexico to finalize a trade agreement within the next 90 days [4][5] - Mexico has not retaliated against the tariffs imposed by Trump but has indicated potential responses if tariffs increase further [5]

Group 1 - The U.S. and Mexico have agreed to extend the current tariff agreement for an additional 90 days, maintaining a 25% tariff on goods from Mexico unless they qualify under the USMCA [1][3][4] - The U.S. will increase tariffs on Canada from 25% to 35%, effective August 1, 2025, with a 40% tariff on goods rerouted to avoid these tariffs [1][3] - The U.S. is set to implement new tariffs on major trading partners, including India and Brazil, which has negatively impacted market sentiment [1][10] Group 2 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping over 330 points, or 0.74%, amid concerns over monetary policy and upcoming tariff implementations [1][14][16] - Major U.S. indices initially opened high but closed lower, with the S&P 500 and Nasdaq also experiencing declines [14][16] - Specific stocks showed varied performance, with Meta rising 11.25% and Amazon facing a post-earnings drop due to disappointing guidance [16]

Group 1: Tariff Agreements - The U.S. and Mexico's tariff agreement has been extended for 90 days, maintaining a 25% tariff on goods from Mexico unless they meet the USMCA criteria [1][3] - Mexico faces additional tariffs of 25% on automotive imports and 50% on metals such as steel, aluminum, and copper [3][4] - Trump previously threatened to increase the unified tariff rate on Mexican imports from 25% to 30%, but this has been postponed following a successful phone call with the Mexican president [3][4] Group 2: Market Reactions - U.S. stock indices experienced a significant drop, with the Dow Jones falling over 330 points, a decline of 0.74%, as investors reassessed monetary policy following the Federal Reserve meeting [2][9] - The announcement of higher tariffs on major trading partners, including India and Brazil, contributed to negative market sentiment [2] Group 3: Future Negotiations - Trump indicated that negotiations with Mexico will continue over the next 90 days, aiming to finalize a trade agreement during this period [4] - The U.S. is increasingly reliant on Mexico for imports, with Mexico becoming the largest source of imports for the U.S. in 2023 [4][5] Group 4: Trade Policy Implementation - The White House announced that new tariff rates will take effect on August 1, with details on the number of required executive orders for implementation still unclear [7][8] - Approximately 150 countries are expected to receive notifications regarding new tariffs, with rates ranging from 10% to 15% [7]

Economic Data - The impact of U.S. tariff policies is becoming evident, with June's Consumer Price Index (CPI) showing structural changes despite appearing weak. The core Personal Consumption Expenditures (PCE) index is expected to significantly outperform the core CPI [2] - Analysts predict that the June core PCE month-over-month growth could reach between 0.29% and 0.34%, which may influence the Federal Reserve's decision on interest rate cuts [2][3] - The June core CPI increased by only 0.2% month-over-month, below expectations, but core commodity prices have shown a notable increase for the first time since February, particularly in household goods and clothing affected by tariffs [2] Employment Data - The U.S. non-farm payroll data for July is set to be released, with analysts forecasting an addition of 110,000 jobs, a decrease from the previous 147,000. The unemployment rate is expected to rise from 4.1% to 4.2% [3] - The June non-farm payroll report indicated that job growth was primarily driven by government employment, while private sector job growth showed signs of cooling [4] Technology Sector Earnings - Major technology companies are set to report earnings, with Microsoft and Meta releasing results on July 30, and Apple and Amazon on July 31. These earnings reports are crucial for the stock market's performance [5] - The S&P 500 index has risen by 8.3% this year, with a forward P/E ratio of 22, making the upcoming earnings reports from these tech giants critical for market valuations [6] - Apple is facing challenges due to lagging AI advancements and poor iPhone sales, with investors focusing on iPhone sales, service revenue, AI strategy, and tariff risks [6][8] - Amazon's earnings will be scrutinized for its cloud business (AWS), advertising revenue, e-commerce sales, Prime membership income, and capital expenditure plans amid tariff concerns [8] - Meta's stock has surged by 16.8% this year, with investors interested in its advertising revenue, capital expenditures, and AI initiatives [10] - Microsoft has seen its stock price rise significantly, with a market cap exceeding $3.8 trillion. Investors will focus on its cloud business growth and partnership with OpenAI [12] Federal Reserve Meeting - The Federal Reserve's interest rate decision is anticipated on July 31, with a high probability (97.9%) of maintaining current rates. The market expects a 64.7% chance of a 25 basis point cut in September and a 49.6% chance in October [15][17] - There is internal division within the Federal Reserve regarding future rate cuts, with some members advocating for immediate cuts due to labor market concerns, while others prefer to wait for more economic data [18]