Independent thinking for complex markets and current events
Canada is prioritizing cheap labor and foreign trade deals over its own citizens. By flooding the workforce with temporary foreign workers, wages are suppressed and Canadians are forced to compete against a system designed to undercut them. Meanwhile, courting China signals that economic policy is being shaped more by foreign influence than domestic needs. Domestic …
India-US trade is neatly balanced if we include imports and exports of IT services. True that. pic.twitter.com/ZEqORiHm86 — Arijit Roy🇮🇳 (@iArijitRoy) September 3, 2025
It looks like this year’s trade detour is about to prove worse than the emergency it promised to save us from. by David Haggith For six months straight, manufacturing has been receding, according to the Institute for Supply Management. What I find most revealing in today’s ISM report about this period of manufacturing recession are …
Link to article:https://t.co/PjjGEIgPNo — Kalani o Māui (@MauiBoyMacro) August 28, 2025
A $1 billion gold trade, history’s largest, snakes through a dark pool, veiled from the eyes of the honest. This isn’t just money moving; it’s a theft of hope, a barricade built by the elite to shield their wealth as the system buckles. They’re preparing for a collapse they won’t name, hoarding gold while the …
Ryosei Akazawa didn’t board the plane. The Japanese trade minister was scheduled to arrive in Washington for final talks on a $550 billion investment pact. Instead, he canceled — no press conference, no handshake photo, just a quiet diplomatic retreat. https://uk.news.yahoo.com/japan-trade-negotiator-akazawa-cancels-004433937.html Kyodo News called it “a postponement due to unresolved working-level issues.” That’s sanitized language …
It’s official. We have finalized our historic U.S.–EU Framework Agreement on Reciprocal, Fair, and Balanced trade. The EU has agreed to open its $20 Trillion market. The second largest in the world behind the great USA This deal: ➡️ Eliminates EU tariffs on all U.S. industrial goods, ➡️ Creates historic access to the vast European …
An early morning press release from the White House on Thursday announced that the European Union has agreed to eliminate all tariffs on industrial goods from the U.S. after reaching a trade deal. The White House released a press release announcing that both entities have reached an agreement on a Framework Agreement on Reciprocal, Fair, …
“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s senior leaders found Secretary Lutnick's "addicted to American technology stack" comments “insulting”, leading to policymakers …
Trade "deals" under Trump: Where binding agreements go to die of acute documentation deficiency. Our allies now navigate a Schrödinger's negotiation—simultaneously concluded and nonexistent. South Korea confirmed August 5 their "deal" isn't written down. Vietnam's 40%… — White House Xray (@xray_media) August 19, 2025
$1.2 TRILLION. That’s China’s trade surplus over the last 12 months. No country in modern history has ever crossed that mark. And they did it while fighting a trade war with the U.S. (a thread) pic.twitter.com/flXiBmEBez — StockMarket.News (@_Investinq) August 13, 2025 A tariff is a border tax paid by importers to make foreign goods …
China will stop some non-tariff actions against the United States after President Trump agreed to extend the tariff pause for 90 days just before it ended. This was announced in a joint statement by Chinese state media and confirmed by a White House executive order. “China will keep its earlier tariff pause for 90 days …
China tells US to lift Nvidia chip restrictions before leaders meet in high-stakes AI showdown. 🇺🇸 🇨🇳 CHINA TO US: HAND OVER THE AI CHIPS OR NO DEAL China’s basically sliding a note across the trade table that says, “Nice economy you got there… shame if something happened to it.” Beijing wants the U.S. to …
Tariffs began as taxes. First to raise revenue. Then to protect local industries. Later to enforce reciprocity. Three goals. One blunt tool. It never worked smoothly. “Looking at several centuries of tariffs, we can summarize their impact through three R’s: revenue, restriction, and reciprocity.” https://econlife.com/2025/01/the-three-rs-of-tariffs/ Push tariffs too high and imports collapse. Revenue drops. Push …
Tariffs Announced by Trump. 🇮🇳 India – 25% + 25% = 50%🇧🇷 Brazil – 50%🇸🇾 Syria – 41%🇲🇲 Myanmar – 40%🇱🇦 Laos – 40%🇨🇭 Switzerland – 39%🇨🇦 Canada – 35%🇮🇶 Iraq – 35%🇷🇸 Serbia – 35%🇩🇿 Algeria – 30%🇱🇾 Libya – 30%🇧🇦 Bosnia & Herzegovina – 30%🇿🇦 South Africa – 30%🇧🇳 Brunei –… — The …
The U.S. just announced a 15% tariff hike on Japanese imports. This comes two weeks after Trump declared a “massive” trade agreement with Japan on July 22, calling it “maybe the largest deal in history.” https://www.usatoday.com/story/news/politics/2025/07/22/trump-trade-deal-japan-tariff-imports/85331747007/ The July 23 agreement was supposed to lock in a 15% baseline tariff and prevent a threatened 25% hike. …
Magnificent 7 mask ugly earnings across the broader market. OUCH! The S&P 493 – that’s the S&P 500 excl “Magnificent 7” – is expected to deliver just 2-3% net income growth in Q2, Q3, and Q4. That’s slower than inflation, meaning most of the market is barely growing in real terms. Measured against this, US …
“U.S. imports from China fell to 28.3 billion in April, the lowest since March 2020 amid rising tariffs and trade uncertainty.” https://www.tipranks.com/news/u-s-imports-from-china-at-lowest-level-since-2020-as-trade-deficit-halves “President Trump has warned that the European Union could face 35 % tariffs unless it meets a $600 billion investment commitment that he called a gift.” https://www.nypost.com/2025/08/05/us-news/trump-threatens-to-ratchet-up-tariffs-on-eu-if-it-fails-to-invest-600b-in-us/ “India has slammed the United States and EU for double …
With almost no GDP growth per capita, no big trade deals, how exactly is Canada going to be “its own best customer”? Get ready for tough times. pic.twitter.com/vhXHb2C620 — Ryan Gerritsen🇨🇦🇳🇱 (@ryangerritsen) August 3, 2025 🚨Great News: Canada is Caving on Tariffs. Carney and Trump about to strike a deal. pic.twitter.com/bXt6nL7uF7 — Juanita Broaddrick (@atensnut) …
Members of Congress are paid $174,000 annually. That figure has not changed in more than a decade, but the value of the job keeps growing in ways most Americans never see. Lawmakers only work roughly 160 scheduled days in-session per year. That includes time spent in hearings, debates, and votes, but excludes weekends, holidays, and …
Trump announced a 25% tariff on Indian goods that takes effect August 1. He also attached an additional import penalty tied to India’s purchase of Russian oil and defense equipment. The move arrives as months of trade talks failed to yield an agreement. India sent $87 billion in goods to the U.S. last year and faces the …
President Trump just locked in a historic trade agreement with the European Union—bringing in a staggering $750 billion to the U.S. energy sector and another $600 billion in American investments. As this economic windfall pours in… could it finally be enough to rescue Social Security before the trust fund runs dry? Trish Regan dives into …
The EU just signed off on a $1.35 trillion trade framework that locks in a 15% tariff on most of its exports to the U.S. In return, Brussels pledged to buy $750 billion of American LNG over 3 years and invest another $600 billion into U.S. industries. Von der Leyen called it “predictability.” Markets called …
Trump’s Japan trade deal puts Ford & GM at a competitive disadvantage, as they will pay 25% tariffs on Canadian & Mexican parts and 50% tariffs on steel and aluminum. Meanwhile, Americans will only pay 15% tariffs to buy cars built 100% in Japan using cheaper parts and materials. — Peter Schiff (@PeterSchiff) July 26, …
US and EU have locked in a trade pact that resets the terms of $1.3 trillion in annual exchange. Trump confirmed the deal from Turnberry, Scotland, after a closed-door session with Ursula von der Leyen. The agreement halts a tariff escalation set to detonate August 1. EU will inject $600 billion into US sectors over …
Trump forecasts ‘50-50 chance’ for EU trade deal, lower chance with Canada — and floats ‘rebate’ for some Americans https://t.co/xLxsTw1y5I pic.twitter.com/tfmXevE7Md — New York Post (@nypost) July 25, 2025 WASHINGTON — President Trump told reporters Friday that the US has a “50-50 chance” of reaching a trade deal with the European Union ahead of an …
Momentum just doubled. The European Union and the United States are finalizing a trade agreement that would lock in a 15% tariff on EU goods entering the U.S. The framework mirrors the Japan deal signed days earlier. That one included a $550 billion investment pledge and a 15% tariff ceiling. The EU pact is smaller, …
European Union countries are pressing the bloc to prepare new and potent measures to hit back against U.S. companies, beyond retaliatory tariffs on goods, if a trade deal can’t be reached by the Aug. 1 deadline. U.S. officials said this past week they expect President Trump to demand further concessions from the EU. The shift …
🚨Just In: A major #Bitcoin Whale just sold all his 80,000 BTC for $9.6 BILLION after buying it for $54,000 in 2012. Is this the most profitable trade in history? pic.twitter.com/USd9aWGHAg — Jesse Cohen (@JesseCohenInv) July 18, 2025 #MSTR will be the greatest shorting opportunity of a life time! Not yet! But it is coming …
