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Today, Ursula von der Leyen delivered her annual State of the European Union speech in Strasbourg, where she, for the first time, proposed sanctions on Israeli officials, acknowledged the backlash over the EU-US trade deal, and underlined the importance of competitiveness for Europe.But can these promises restore trust in her leadership, or will they deepen the divisions inside the EU?Join us on our journey through the events that shape the European continent and the European Union.Production: By Europod, in co production with Sphera Network.Follow us on:LinkedInInstagram Hosted on Acast. See acast.com/privacy for more information.
Welcome to 'The AI Lawyer Talking Tech,' where we delve into the dynamic intersection of artificial intelligence and the legal world. Today, we explore how AI is fundamentally reshaping legal practice, from accelerating document review and sophisticated contract analysis to generating new forms of intellectual property and regulatory obligations. We'll uncover the groundbreaking efficiencies AI introduces to legal operations, while also discussing the critical challenges—such as preventing AI 'hallucinations' and upholding client confidentiality—that demand our unwavering attention. Join us as we examine the ethical considerations, emerging regulations, and the indispensable role of human expertise in this rapidly evolving digital era of law.China's Supreme People's Court Releases Typical Cases of Unfair Competition in 2025 Covering Trademarks, Trade Secrets and AI Model Weights2025-09-08 | National Law ReviewLawVu Partners with ClauseBase to Enhance Legal Workspace Efficiency2025-09-08 | InvestorsHangout.comFat Joe Accuses Tyrone Blackburn Of Using AI To Create His Legal Defense2025-09-08 | HotNewHipHopPractice Pulse | When AI 'Lies': The Legal Risks of Hallucinations2025-09-08 | Wisconsin Lawyer MagazineBest Practices for Confidentiality in the Age of AI-Powered Legal Tools2025-09-08 | JD SupraExplaining AI: Tech Vendors Are From Mars, Lawyers Are From Venus… Or Vice Versa2025-09-08 | Above The LawRegulations Sep 2025 What You Need To Know About Maryland's New Privacy Law2025-09-08 | DataGrailWhy General Counsels are Now Playing a Leading Role in Cybersecurity and Data Protection2025-09-08 | CSCGlobal.comAnthropic endorses California's AI safety bill, SB 532025-09-08 | TechCrunchAI Search Visibility: The Tools Law Firms Need for 2025 and Beyond2025-09-08 | JD SupraLegal Ethics Roundup: Discipline For Judge's Shooting Threats, AI-Tainted Briefs, Smith Faces Ethics Complaint Over Indictments & More2025-09-08 | Above The LawThe Tech Bros Are Wrong About Law's Future, And That's Good News for Real Lawyers2025-09-08 | JD SupraRedefining business development as client service in the AI era2025-09-08 | ReutersCahill Relocates to New D.C. Office Near White House Amidst Strategic Practice Expansions2025-09-08 | CityBiz.coData Center Development Offers Unique Blend of Opportunities and Legal Challenges2025-09-08 | Barley SnyderNavigating Challenges: Earthworks Industries Inc. Moves Ahead2025-09-08 | InvestorsHangout.comThe EU-US Data Privacy Framework Survives an Annulment Challenge2025-09-08 | Berwin Leighton PaisnerSenior IRS Official Liz Askey Joins Skadden as Of Counsel in the Tax Group2025-09-08 | SkaddenWhat AI Can't Do (Yet) And Why Legal Ops Talent Still Matters2025-09-08 | Forbes.comOPINION: Tesla, Autopilot crashes, and the legal challenges therein2025-09-08 | Traffic Technology TodayMemphis legal nonprofit, clergy look to create immigration court watch program2025-09-08 | Yahoo! NewsEU General Court rejects legal challenge to EU-US data transfer framework2025-09-08 | SCL.orgBrian Inkster: Why the Law Society cannot defer ABS in Scotland for two more years2025-09-08 | Scottish Legal NewsLaw Firms ‘Fail' On Inhouse AI Benefits – Says Law Firm2025-09-08 | Artificial LawyerLawVu Partners With ClauseBase2025-09-08 | Artificial LawyerLawyer Mark Zuckerberg sues… Mark Zuckerberg2025-09-08 | Legal CheekLegora Partners With Deloitte Legal For Inhouse Push2025-09-08 | Artificial LawyerTesla's FSD Definition Change in Light of Musk's New Pay Package2025-09-08 | InvestorsHangout.comBuilding AI Q&A Systems for Legal Professionals: A Product Manager's Guide2025-09-08 | Legaltech on MediumWhy Businesses Are Accelerating AI Adoption and Eight Hallmarks of Success2025-09-08 | Debevoise Data BlogLegal Tech vs. Tech Law: Why the Difference Matters2025-09-08 | Legaltech on Medium
As the EU political season gets back into full swing, member states are confronted by daunting challenges. In the last few days, they have revisited the thorny question of providing security guarantees to Ukraine – which, of course, means dealing with the notoriously mercurial US president, Donald Trump. Transatlantic tensions are obvious, both politically and on the trade side of things – despite an EU-US agreement on tariffs struck at the end of July. We take a closer look at the geopolitical and economic headwinds faced by the EU with Arancha Gonzalez Laya, the dean of the Paris School of International Affairs at Sciences Po university. She is a former foreign minister of Spain, and a former senior official at the World Trade Organization and the United Nations.
Lloyds Banking Group will put thousands of its staff at risk of dismissal, and Indonesians are angered over the widening inequality in their country. Plus, MEPs in the European parliament are unhappy with the EU-US trade deal, and the FT's John Foley explains what artificial intelligence has to do with the outcome of Google's antitrust case. Mentioned in this podcast:Thousands of Lloyds staff face axe in performance overhaul European parliamentarians attack EU-US trade deal and demand changesGoogle shares jump after judge refrains from ordering break-upIndonesian rage over MPs ‘opulent lifestyle' reflects deep economic discontentGoogle dodges a bulletToday's FT News Briefing was produced by Fiona Symon, Katya Kumkova, Victoria Craig, and Marc Filippino. Additional help from Blake Maples, Michael Lello, David da Silva and Gavin Kallmann. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
090425 Scott Adams Show, Russia Siberian Pipeline to China, EU US is Waking Up, ICE Chicago
Day 1,287.Today, as a Nato leader meets with Vladimir Putin while Ukraine is subjected to the latest wave of Russian drone strikes, we look at the ongoing Shanghai Cooperation Organisation summit in China that is attempting to rewrite the global security order. Plus, we examine quite what happened to European Commission President Ursula von der Leyen's plane, after suspected Russian interference, and hear the latest in the cyber war.Contributors:Dominic Nicholls (Associate Editor of Defence). @DomNicholls on X.Francis Dearnley (Executive Editor for Audio). @FrancisDearnley on X.Gareth Corfield (Transport Correspondent). @GazTheJourno on X.Content Referenced:Ursula von der Leyen's plane forced to land blind after ‘Russia jams GPS' (The Telegraph):https://www.telegraph.co.uk/world-news/2025/09/01/ursula-von-der-leyen-plane-forced-land-blind-russia/ Costa breaks ranks on EU-US trade deal, fires warning shot at Trump (POLITICO):https://www.politico.eu/article/antonio-costa-eu-us-trade-deal-warning-shots-donald-trump/ Germany and France plan early warning system JEWEL (Hartpunkt):https://www.hartpunkt.de/raketenabwehr-berlin-und-paris-planen-fruehwarnsystem/Andrew Fox Substack on PTSD: https://mrandrewfox.substack.com/p/ptsd?r=z0uop&utm_campaign=post&utm_medium=web&triedRedirect=trueSIGN UP TO THE NEW ‘UKRAINE: THE LATEST' WEEKLY NEWSLETTER:https://secure.telegraph.co.uk/customer/secure/newsletter/ukraine/ Each week, Dom Nicholls and Francis Dearnley answer your questions, provide recommended reading, and give exclusive analysis and behind-the-scenes insights – plus maps of the frontlines and diagrams of weapons to complement our daily reporting. It's free for everyone, including non-subscribers.NOW AVAILABLE IN NEW LANGUAGES:The Telegraph has launched translated versions of Ukraine: The Latest in Ukrainian and Russian, making its reporting accessible to audiences on both sides of the battle lines and across the wider region, including Central Asia and the Caucasus. Just search Україна: Останні Новини (Ukr) and Украина: Последние Новости (Ru) on your on your preferred podcast app to find them. Listen here: https://linktr.ee/ukrainethelatestSubscribe: telegraph.co.uk/ukrainethelatestEmail: ukrainepod@telegraph.co.uk Hosted on Acast. See acast.com/privacy for more information.
Discover how C.H. Robinson's aggressive adoption of AI has significantly boosted its stock price, even in a weak freight market, leading to a 52-week high. Learn about their new "Always-on Logistics Planner," an agentic AI-driven "digital teammate" within its Managed Solutions 4PL arm, which autonomously handles tasks 24/7 and has achieved 100% customer adoption among its clients. We confront the growing peril of escalating cargo theft, a critical concern in the industry, with North American cargo thefts surging 27% year-over-year in 2024, resulting in $455 million in stolen goods across 3,625 incidents. Hear how Ceva Logistics alone suffered over $18.3 million in losses from eight incidents, often due to security policy breakdowns like using unvetted carriers or inactive GPS trackers, making warehouses particularly vulnerable. Analyze major shifts in international trade, including a new EU-US trade truce framework designed to stabilize container flows for goods like pharmaceuticals and agricultural products on transatlantic lanes. However, this framework notably excludes automobiles, with continued high tariffs leading to a 16.8% decline in European car exports to the U.S. in the first half of this year, potentially shifting consumer demand towards domestic or Asian suppliers. Examine developments in workforce and infrastructure, as FedEx Supply Chain is laying off 611 employees in Memphis after Cummins Inc. moved a significant portion of its distribution to a new 3PL in Indianapolis for efficiency. In stark contrast, South Korea's Hanwha Group announced a $5 billion investment to expand its Philadelphia shipyard, aiming to increase shipbuilding capacity to 20 vessels annually and double the local workforce to 3,000 by 2025 as part of a larger $150 billion commitment to revitalizing the U.S. maritime sector. Finally, we unpack the serious rail regulatory turbulence caused by President Trump's firing of STB member Robert E. Primus, creating a 2-2 partisan split and leaving the board short two members. This controversial move comes just months before a major merger application (Union Pacific-Norfolk Southern) is expected and has already stalled other important rail proceedings, raising concerns that it could weaken the board and harm the freight rail network, consumers, and the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's show Andrew and Bill begin with Li Chenggang in Washington for another round of meetings with American negotiators. Topics include: Outreach to soybean farmers and rumors of Boeing purchases, why the PRC may sense an opportunity for dealmaking, President Trump's plans to welcome 600,000 PRC students, 200% tariffs and the stakes surrounding rare earths, and more details on the EU-US trade deal. From there: Investors are all-in on Cambricon's upside, the FT reports on big chipmaking plans in China, while additional reports of a ban on Chinese H20 purchases spawn more questions about Beijing's motivations and the state of domestic chips. At the end: Reactions to an extensive New York Times investigation of PRC interference in New York politics, and Labubu news for Tashi.
Discover how C.H. Robinson's aggressive adoption of AI has significantly boosted its stock price, even in a weak freight market, leading to a 52-week high. Learn about their new "Always-on Logistics Planner," an agentic AI-driven "digital teammate" within its Managed Solutions 4PL arm, which autonomously handles tasks 24/7 and has achieved 100% customer adoption among its clients. We confront the growing peril of escalating cargo theft, a critical concern in the industry, with North American cargo thefts surging 27% year-over-year in 2024, resulting in $455 million in stolen goods across 3,625 incidents. Hear how Ceva Logistics alone suffered over $18.3 million in losses from eight incidents, often due to security policy breakdowns like using unvetted carriers or inactive GPS trackers, making warehouses particularly vulnerable. Analyze major shifts in international trade, including a new EU-US trade truce framework designed to stabilize container flows for goods like pharmaceuticals and agricultural products on transatlantic lanes. However, this framework notably excludes automobiles, with continued high tariffs leading to a 16.8% decline in European car exports to the U.S. in the first half of this year, potentially shifting consumer demand towards domestic or Asian suppliers. Examine developments in workforce and infrastructure, as FedEx Supply Chain is laying off 611 employees in Memphis after Cummins Inc. moved a significant portion of its distribution to a new 3PL in Indianapolis for efficiency. In stark contrast, South Korea's Hanwha Group announced a $5 billion investment to expand its Philadelphia shipyard, aiming to increase shipbuilding capacity to 20 vessels annually and double the local workforce to 3,000 by 2025 as part of a larger $150 billion commitment to revitalizing the U.S. maritime sector. Finally, we unpack the serious rail regulatory turbulence caused by President Trump's firing of STB member Robert E. Primus, creating a 2-2 partisan split and leaving the board short two members. This controversial move comes just months before a major merger application (Union Pacific-Norfolk Southern) is expected and has already stalled other important rail proceedings, raising concerns that it could weaken the board and harm the freight rail network, consumers, and the economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Automotive in Flux This week on the Simply Trade Roundup, host Annik Sobing is joined by licensed customs broker and Master Customs Specialist Filipp Zaborenko to tackle the fast-changing world of automotive trade compliance. From shifting tariffs and forced labor enforcement to steel and aluminum duties and the evolving EV market, the conversation dives into how automakers and compliance professionals can keep pace with uncertainty while planning for the future. What You'll Learn in This Episode: Tariff Shifts – The new EU–US trade deal and what a 15% duty means for automakers Forced Labor Rules – Why due diligence never went away — and why enforcement is heating up Cost Planning Uncertainty – How long-term auto production faces tariff unpredictability Classification Challenges – Why misclassifying parts could cost millions under new rules EVs Under the Microscope – The love-hate relationship with electric vehicles and new classification hurdles Compliance Strategy – Staying proactive when trade feels more like reaction mode Key Takeaways: Tariff changes reshape auto supply chains but leave long-term planning murky. Forced labor enforcement remains a top priority for global automakers. Steel and aluminum tariffs add complexity to tariff classification and cost modeling. Correct classification directly impacts USMCA eligibility and tariff exposure. Compliance pros must embrace both vigilance and technology — including AI tools — to stay ahead. Resources & Mentions: Filipp Zaborenko's upcoming Automotive Classification Advanced Mini-Course (Sept 16–18) via Global Training Center Recent EU–US automotive tariff updates UFLPA and forced labor due diligence requirements CBP guidance on steel and aluminum tariffs Credits Host: Annik Sobing https://www.linkedin.com/in/annik-sobing-mba-b226251a2/ Producer: Lalo Solorzano https://www.linkedin.com/in/lalosolorzano/ Guest: Filipp Zaborenko Subscribe & Follow: New Roundup episodes every Monday. Presented by: Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. Connect with us on LinkedIn, LinkedIn (GTC), YouTube, Spotify, or Apple Podcasts,join the Trade Geeks community, or email us at simplytrade@globaltrainingcenter.com. Don't forget to rate, review, and share with your fellow trade geeks! Want to Be on the Show or Have Topic Suggestions? Reach us at SimplyTrade@GlobalTrainingCenter.com or DM us on Twitter/X @SimplyTradePod
Over the weekend, European Commission President Ursula von der Leyen stepped in to defend the EU- US tariff deal, after sharp criticism from Mario Draghi, economist, former ECB chief and former Italian prime minister who, just last year, was asked by von der Leyen to compile a report with ideas to ramp up the EU's economic growth. So, is the tariff deal a smart compromise, or proof of Europe's weakening influence?Join us on our journey through the events that shape the European continent and the European Union.Production: By Europod, in co production with Sphera Network.Follow us on:LinkedInInstagram Hosted on Acast. See acast.com/privacy for more information.
The European Union and America set out new details of a trade deal, the outline of which was agreed on last month. Hosted on Acast. See acast.com/privacy for more information.
Kate English, Chief Economist with Deloitte Ireland, discusses the potential impact of the EU-US tarriff agreement on Irish Government spending.
Your talkbacks on today's topics. Ryan Schmelz on POTUS signs more EOs - what are these about? The new Cracker Barrel logo is not very popular. Steadman's Lil Sports Corner. Jeff Monosso on the EU-US trade deal.
The EU and US clarify details of a tentative trade deal, with President Trump dropping plans for steep tariffs on cars, semi-conductors and pharmaceuticals. We get reaction from the German auto industry.We examine why a gathering of top economists and central bankers in the US is being overshadowed by politics. Tensions are high between President Trump and Federal Chair Jerome Powell, who is preparing a big speech at the Jackson Hole Economic Policy Symposium.And McDonald's gets a scolding from the Japanese government. So why is a Happy Meal campaign involving Pokemon Cards drawing criticism?
Tánaiste and Minister for Foreign Affairs and Trade Simon Harris said the EU-US framework trade agreement, published today, provides welcome clarity that the deal includes a single, all-inclusive 15% tariff on EU goods. Shona Murray, Europe Correspondent of Euro News gives an update.
The EU-US framework trade agreement published this afternoon with a 15% tariff on more European Union imports. To discuss this Oliver O'Connor, Chief Executive of the Irish Pharmaceutical Healthcare and Eoin Ó Catháin, director of the Irish Whiskey Association.
The joint agreed statement between the EU and US on the recent trade deal agreed in Scotland has been published. In particular, it seems to give Ireland a firm commitment to cap pharma tariffs at 15 per cent, while some parts of the sector may be excluded altogether. But is it being greeted with joy? Relief? Or maybe some are still disgruntled? Cormac Lucey is an Economic Commentator with The Sunday Times. He joins me now, as does IBEC's Executive Director of lobbying and influence, Fergal O'Brien.
Jens und Marco besprechen die Erhebungen von Statistiken, ihren Korekturen und den Umgang damit. Außerdem bewerten wir den EU-US-Deal (anders) und sehen Demographie als Chance.
Dan Mulhall, former Irish Ambassador to the United States, discusses the future of EU/US trade relations following the imposition of a 15% US tariff on EU goods.
Earlier this week we dug into the EU-US trade deal, a deal that many Europeans feel is a humiliation and a surrender. As the dust settles around the details of this agreement, Thanos Davelis brings on Yiannis Mouzakis, the co-founder and editor of Macropolis.gr - a political and economic analysis site that focuses on Greece, to take a closer look at what this deal could mean for Greece.You can read the articles we discuss on our podcast here:Greece digests EU-US trade deal amid mixed reactionFirst foreign universities to be approvedTurkey government 'manufactures' enemies, opposition tells AFP
Simon McKeever, Chief Executive of Irish Exporters Association, discusses how tariffs imposed on the EU by the US will impact Irish traders
Max and Donatienne discuss last week's EU-US trade deal announcement, where European allies agreed to a 15 percent tariff rate on most U.S. imports. Max talks with Lykke Friis, director of the Copenhagen-based think tank Europa, about Denmark's presidency of the European Union. Please submit your questions or feedback to erep@csis.org with “Eurofile Listener Feedback” in the subject line. Learn more: Russian Roulette | CSIS Podcasts Heart of the matter: How Denmark's focus on Ukraine and enlargement will define its EU presidency
President Trump says imports from Brazil will face a 50% tariff from next week. But why did key Brazilian exports get a pass?Also, dissent at America's central bank, but the Federal Reserve has kept interest rates unchanged. And what does Europe's pharmaceutical industry think of the EU-US trade deal? Ed Butler hears from the head of Germany's leading pharma association.
Earlier this month about 30 Kurdish PKK fighters put their assault rifles in a cauldron and set them on fire, a symbolic move after Abdullah Ocalan, the PKK's imprisoned leader, issued a call for the PKK to lay down its arms. Thanos Davelis is joined by Piotr Zalewski, The Economist's Turkey correspondent, as we look into whether Kurds and Turks, after more than four decades of conflict, are closer than ever to peace. You can read the articles we discuss on our podcast here:Kurds and Turks are closer than ever to peacePeace in Turkey must not become a smokescreen for repressionAwaiting the details of the EU-US trade dealMPs vote to probe subsidies scandal
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss this week's GDP data and what's to come, the EU-US trade deal, China-US negotiations and why a weak housing market could be helping the economy. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
This week host Ciarán Hancock is joined in studio by economist and Irish Times contributor John FitzGerald. He gives his reaction to the EU-US trade deal that will see a 15% tariff rate on European imports going into the US, a deal that he feels the EU had agreed to with ‘two hands tied behind its back' on account of its continued reliance on the US when it comes to the war in Ukraine.Also, ahead of Budget 2026 John outlines the need for the Government to stop pumping money into a booming economy and focus on making space for much-needed infrastructure. He feels we are inflating the economy when we should be cutting expenditure or raising taxes, neither of which would be politically popular.Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.
Tariffs are back in the headlines with the EU-US trade deal, China and the US continuing to talk and Australia facing 15-20% tariffs. We unpack it all on today's episode of Equity Mates. We also cover:Loveable - the world's fastest growing company Unhelpful Desk returns Pimp my Portfolio with Adam Dawes—------Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Not so fast! We unpack the surprise EU-US trade deal that has everyone shouting sellout but we see it differently. In this episode, we take a deeper look at what really went down in the Trump-triggered tariff negotiations. The headlines scream defeat: Europe folds, Trump wins, 15% tariffs slapped on all EU goods while the US gets full access to the European market. But is that the full story? We break it down, the EU runs a $200 billion trade surplus with the US. So why would they agree to this? Because sometimes in poker, the smartest move is folding a bad hand to fight another day. We also lift the lid on the civil war brewing within Europe: the Commission vs. the member states, nationalism vs. federalism, free trade idealism vs. geopolitical realism. Germany wants to protect its cars. France its booze. Ireland? Our pharma sector's now hanging in the balance. We talk street-fighting Trump vs. rulebook Europe, why this deal might actually be good news for investment in Ireland. Hosted on Acast. See acast.com/privacy for more information.
Today, we look at the downdraft in the euro and European stocks yesterday and wonder if this is merely a kneejerk reaction to the EU-US trade deal or the start of something bigger. We also run down a few big movers in the US yesterday as the AI theme remains strong in the "shovel" space in AI (those who make the hardware driving AI data centers). Finally, we use Visa's valuation to demonstrate the rich valuation in US equities, look at levels for major Euro crosses and gold and silver, break down the US macro data up today and more. Today's pod hosted by John J. Hardy, Saxo Global Head of Macro Strategy. Link to John's substack for more links to Saxo and other content. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.
Rudyard and Andrew start the show assessing Trump's new trade deal with the EU: no relief on tariffs, carve outs that favour the US, and uncertainty for Europe down the road. Why did European Commission President Ursula von der Leyen agree to this deal? Why aren't all countries currently negotiating with the US working together to create a united front? And does the EU's deal provide a window into what Canada can expect from its own trade negotiations with the US? Trump is committed to tariffs and we need to accept this will be part of any future deal. And while we might not have yet seen the effects of tariffs on the price of consumer goods, we will soon as companies accept that this is a long term economic reality. Rudyard and Andrew then turn to supply management, a flawed policy issue that the Canadian government refuses to address. Why are we upholding a redistribution of wealth which benefits an affluent business community at the expense of the country's poor? Click here to purchase Andrew's new bestselling book, The Crisis of Canadian Democracy.
Monocle’s Paris bureau chief, Simon Bouvier, and foreign editor, Alexis Self, discuss France and Germany’s dissent to the EU-US trade deal, calling it an act of “submission”. Plus: Japanese pictograms take London.See omnystudio.com/listener for privacy information.
Reaction to the EU-US Trade Deal that will see the introduction of tariffs. Former US president Barack Obama and his wife have been invited to accept their Freedom of the City of Dublin. It has been announced that synthetic cannabinoid HHC or Hexahydrocannabinol has been classified as an illegal drug.
Nach monatelangem Tauziehen haben sich die USA und die EU in letzter Minute auf einen Handelsdeal geeinigt. Der asymmetrische Kompromiss sorgt für Zündstoff: Die einen sprechen von einer Demütigung Europas, die anderen sehen darin eine realistische Standortbestimmung – und einen Weckruf. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz analysieren die Details, diskutieren die wirtschaftlichen und politischen Folgen – und erklären, wer wirklich profitiert und wer verliert. Weitere Themen: - Bis zu zwei Millionen Prozent – diese 13 Aktien profitieren vom doppelten Zinseszinseffekt - Kommunikationsdienste-Anbieter mit Rüstungsfantasie – diese Ösi-Aktie rockt die Märkte - Vergütung der Dax-CEOs auf neuem Höchststand – ob die Saläre der Top-Manager gerechtfertigt sind - Dividendenstarker Spezialchemie-Anbieter – welche MDax-Aktie sich verdoppeln könnte DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Produktion: Serdar Deniz Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
In today's episode, we cover Trump's visit to Scotland, Germany and France's reactions to the EU-US trade deal, the US blocking Taiwan's president from a stopover in New York, and the UK's emergency cabinet meeting on Palestine.Watch TLDR's latest videos here (YouTube):https://youtu.be/273tgA0UdB8?si=iFAH9FN90JAQ2dgm https://youtu.be/AeI4C7StAk8?si=71wZsb3XqWMEMr6F TLDR's Daily Briefing is a roundup of the day's most important news stories from around the world. But we don't just tell you what's happening, we explain it: making complex topics simple to understand. Listen to the Daily Briefing for your global news bulletin every weekday.Pre-order the next edition of Too Long, TLDR's print magazine, here: https://toolong.news/dailyProduced and edited by Scarlett WatchornHosted by Georgina FindlayWritten by Ben Blissett, Georgina Findlay and Gabe Kirkham-JosephMusic by Epidemic Sound: http://epidemicsound.com/creator//////////////////////////////Sources:✍️ Trump in Scotlandhttps://www.theguardian.com/us-news/2025/jul/28/key-takeaways-donald-trump-keir-starmer-press-q-and-a-turnberry-scotlandhttps://www.bbc.co.uk/news/articles/cdrkj4nvy22ohttps://www.bbc.co.uk/news/articles/cx2q5pwzz1yohttps://www.bbc.co.uk/news/articles/cy8g8w431wyohttps://edition.cnn.com/2025/07/27/business/trump-scotland-business-cryptohttps://www.bbc.co.uk/news/articles/cgmw03e9423ohttps://www.thetimes.com/uk/politics/article/farage-khan-and-lady-starmer-trumps-chaotic-press-conference-h5tzl53x9✍️ Germany & France Criticise EU-US Trade Dealhttps://on.ft.com/3IKezXL ✍️ US Blocks Taiwan's President from Stopover in New Yorkhttps://on.ft.com/3J6Arwk https://www.newsweek.com/taiwan-president-donald-trump-stopover-china-trade-2105405 ✍️ Keir Starmer Calls Emergency Cabinet Meeting about Gaza Crisishttps://on.ft.com/473GjQT https://www.theguardian.com/politics/2025/jul/27/keir-starmer-to-recall-cabinet-for-emergency-meeting-on-gaza-crisisSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Olof Gill, European Commission Spokesperson on Trade, on the EU-US trade deal.
Holger Gorg, Professor in International Trade at Keil Institute for the World Economy in Germany, analyses the potential impact of the new EU-US trade deal
Over the weekend, President Trump announced a new trade deal with the EU: 15% tariffs on most goods in exchange for the EU's promise to purchase U.S. energy. But a court case brought by a group of small businesses could derail Trump's tariff agenda. We'll explain what's at stake. Plus, a reminder to get outside and enjoy what nature has to offer. (But stay cool!)Here's everything we talked about today:"EU-US tariffs: five key takeaways from the trade deal" from The Guardian"US and EU reach tariff agreement" from “Marketplace Morning Report” "EU's pledge for $250 billion of US energy imports is delusional" from Reuters "Japan Expects Only 1-2% of $550 Billion US Fund to Be Investment" from Bloomberg"Trump's economy faces historic week on interest rates, trade, jobs and more" from Axios"Trump's trade deals and tariffs are on the chopping block in court. What happens next" from CNBC"Texas buys land for new state parks that will be developed using $1 billion voter-approved fund" from The Texas Tribune "A 100-year-old on a bike? Yes. ‘The right to wind in your hair'" from The Washington Post We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over the weekend, President Trump announced a new trade deal with the EU: 15% tariffs on most goods in exchange for the EU's promise to purchase U.S. energy. But a court case brought by a group of small businesses could derail Trump's tariff agenda. We'll explain what's at stake. Plus, a reminder to get outside and enjoy what nature has to offer. (But stay cool!)Here's everything we talked about today:"EU-US tariffs: five key takeaways from the trade deal" from The Guardian"US and EU reach tariff agreement" from “Marketplace Morning Report” "EU's pledge for $250 billion of US energy imports is delusional" from Reuters "Japan Expects Only 1-2% of $550 Billion US Fund to Be Investment" from Bloomberg"Trump's economy faces historic week on interest rates, trade, jobs and more" from Axios"Trump's trade deals and tariffs are on the chopping block in court. What happens next" from CNBC"Texas buys land for new state parks that will be developed using $1 billion voter-approved fund" from The Texas Tribune "A 100-year-old on a bike? Yes. ‘The right to wind in your hair'" from The Washington Post We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
In this episode, Scott Becker covers five key business stories including a potential EU-US tariff deal, Palantir's remarkable rise, mounting challenges for health insurers, and more.
Dan Nathan and Guy Adami discuss the significant financial events of the final week of July on the RiskReversal Podcast. They cover the performance of the S&P 500 amidst 40% of its companies reporting earnings, upcoming Federal Reserve decisions, GDP data, and the jobs report. The conversation delves into the implications of a new EU-US trade deal with 15% tariffs and its potential drag on global growth. The hosts also explore the market's reaction to recent trade deals, tariff impacts on various industries, and the nuances of Nvidia's dealings with China. Additionally, they analyze Treasury Secretary Yellen's debt issuance strategy, market valuations, and various earnings reports from major tech and financial companies. The episode highlights underlying economic concerns, market reactions to earnings, and the importance of valuation metrics amidst current market enthusiasm. Links Companies Welcome EU-U.S. Trade Deal as Least Bad Outcome (WSJ) Tariffs have netted $20 billion so far – here's where the money's coming from (Axios) Why Trump Just Gave China the Keys to A.I.'s Future (NYT) Trump and Bessent Bring New Style to Managing America's Debt (WSJ) Master Investor Podcast w/ David Solomon (Website) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Today, a look at the reaction to the EU-US trade deal struck at the weekend, as some may be surprised to see a weaker euro on the back of this. Elsewhere, we talk Physical AI and an interesting ETF that has exposure to the space, the comeback in risk sentiment, the rise of Chinese luxury and more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy. Link to John J. Hardy's substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo.
Yossi Mekelberg and Patricia Cohen look at the escalating humanitarian crisis in Gaza, Europe’s reaction to the trade deal with the US, Moscow’s launch of direct flights to Pyongyang and “Ghosts of Iron Mountain”.See omnystudio.com/listener for privacy information.
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Peter Burke, Minister for Enterprise, Trade and Employment, outlines the Government reaction to the new EU-US trade deal
Tommy Meskill, London Correspondent, has the latest from Scotland after the US and EU agreed a trade deal with a 15% baseline tariff
Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.