Podcasts about Nikkei

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: “China and Indonesia show blockbuster power of home-grown animated films” ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup  

中国車載電池の世界最大手、寧徳時代新能源科技（CATL）が電池交換市場の覇権を握ろうと動き出しています。電池交換を手掛ける電気自動車（EV）新興メーカー、上海蔚来汽車（NIO）の傘下企業の買収へ交渉していると報じられました。一方で比亜迪（BYD）は5分で充電できる技術を開発しました。充電を巡る中国の最新事情を、NIKKEI Mobilityの小泉裕之編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Mobility編集長　小泉裕之　記者として自動車、テック・通信、流通など幅広く各業界を担当。2019〜21年に自動車業界を担当した際は、カルロス・ゴーン元会長逮捕後に経営再建を進める日産自動車の取材に奔走し、取材チームをまとめるキャップも務めた。23年10月からNIKKEI Mobilityデスク。25年4月から現職。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録は⁠⁠こちら⁠⁠から⁠⁠https://www.nikkei.com/promotion/service/prime/⁠⁠【NIKKEI PODCAST】　日経電子版Podcastポータルサイト：⁠⁠⁠https://www.nikkei.com/special/podcast⁠　Xアカウント：⁠⁠@nikkeipodcast⁠⁠ （⁠⁠https://x.com/nikkeipodcast⁠⁠）　Instagramアカウント：⁠⁠@nikkeipodcast⁠⁠（⁠⁠https://www.instagram.com/nikkeipodcast/⁠⁠）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Escalation of attacks between Iran and Israel hit global markets on Friday.Wall Street closed lower as investors assessed the worsening tensions in the Middle East with the S&P500 dropping1.13%, while the Dow Jones lost 1.8% and the tech heavy Nasdaq ended the day down 1.3%. Oil and defensive stocks rose on Friday amid the rising price of oil due to Middle East tensions and as investors buy into the defence sector driven by rising geopolitical tensions.In Europe on Friday markets closed in the red after Israel launched air strikes on Iran. The STOXX 600 fell 1%, Germany's DAX and the French CAC each lost 1.1% and, in the UK, the FTSE100 ended the day down 0.5%.Across the Asia region on Friday markets closed mixed as investors assessed an announcement by Trump that a deal had been done with China to the effect of 55% on imports from China into the U.S. Hong Kong's Hang Seng fell 1.11% on Friday, China's CSI index closed flat, Japan's Nikkei fell 0.65% and south Korea's Kospi index rose 0.45%.Locally on Friday, the ASX200 posted a 0.2% loss after Israel attacked Iran's nuclear program sites in a significant escalation of tensions in the Middle East.Luxury online fashion retailer Cettire tanked a further 20% on Friday following a 31% drop on Thursday after the company announced its second profit downgrade in less than two months, citing uncertainty around tariffs and elevated promotional activity as the drivers of the downgrades.Gold miners jumped on Friday amid the renewed geopolitical tensions driving investor uncertainty hence leading to a flock to safe-havens, while energy stocks also soared on the 13% spike in brent oil prices amid the rising Middle East tensions.What to watch today:On the commodities front this morning oil is trading 7.26% higher at US$72.98/barrel, gold is up 1.36% at US$3432/ounce and iron ore is down 0.08% at US$95.38/tonne.The Aussie dollar has weakened against the greenback to buy 64.85 US cents, 93.59 Japanese Yen, 47.96 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.23%.Trading Ideas:Bell Potter has reduced the 12-month price target on Accent Group (ASX:AX1) from $2.60 to $2.10 and maintain a buy rating on the footwear and fashion retailer following the company providing a FY25 trading update last week including group like-for-like sales down 1% in 2H25 to date, and gross margins fell 80bps on the PCP.Trading Central has identified a bullish signal on New Hope Corporation (ASX:NHC) following the formation of a pattern over a period of 85-days which is roughly the same amount of time the share price may rise from the close of $3.87 to the range of $4.60 to $4.75 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on:"Tourists in Japan shift away from luxury shopping and concerns over BYD price cuts" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Thu, 12 Jun 2025 07:47:00 -0000fullラジオNIKKEI 173575b5c45c-4761-11f0-9c07-27b8c462a5c4

Die Berichtssaison fürs erste Quartal 2025 ist durch – Zeit für eine Bilanz. Während die großen US-Techs neue Rekorde melden, zeigen sich in Deutschland und Teilen Europas Schwächen. Was steckt hinter den Zahlen? Welche Branchen überraschen – positiv wie negativ? Und wie blicken die Unternehmen selbst auf den weiteren Jahresverlauf? Katharina Lehmann spricht mit Thomas Altmann, Head of Portfoliomanagement bei QC Partners, über Gewinner und Verlierer der Berichtssaison, regionale Unterschiede und spannende Entwicklungen bei DAX, S&P 500, Nikkei & Co.

バンドが奏でる音楽を耳で聴き分け、パートごとに譜面を起こした耳コピの「バンドスコア」。実はこれまでの法解釈では著作権で守られないと考えられてきました。このほど、商用販売されている耳コピ楽譜を模倣してネット上で無料公開することは不法行為にあたると東京高裁が認めました。どんな判決だったのか、NIKKEI Digital Governanceの中西豊紀編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。■NIKKEI Digital Governance編集長　中西豊紀　大阪で流通と電機、東京では金融や財界、機械業界などを取材。2012年から3年間、名古屋でトヨタ自動車を担当した。16年から4年間は米ニューヨークとシリコンバレーに駐在しモビリティーやテックの新潮流を追った。24年3月にNIKKEI Digital Governanceを創刊し、編集長に就任。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録は⁠こちら⁠から⁠https://www.nikkei.com/promotion/service/prime/⁠【NIKKEI PODCAST】　日経電子版Podcastポータルサイト：⁠⁠https://www.nikkei.com/special/podcast　Xアカウント：⁠@nikkeipodcast⁠ （⁠https://x.com/nikkeipodcast⁠）　Instagramアカウント：⁠@nikkeipodcast⁠（⁠https://www.instagram.com/nikkeipodcast/⁠）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

 Wall St rallied on Tuesday as investors focus on the outcome of US and China trade talks which entered a second day in London. The S&P500 gained 0.55% to post a third straight winning day while the Dow Jones added 0.25% and the Nasdaq ended the day up 0.63%. Investors are hoping a stable deal can be done, with some officials saying the negotiations are ‘going well and they expect the talks to continue all day again'.In Europe overnight, markets closed mixed as investors brace for US – China trade updates. The STOXX 600 rose 0.08%, Germany's DAX fell 0.58%, the French CAC rose 0.17% and, in the UK, the FTSE 100 ended the day up 0.24% just shy of its previous record set. Across the APAC region on Tuesday, markets in the region closed mixed as investors await details of the US – China trade talks. Japan's Nikkei rose 0.32%, China's CSI index lost 0.51%, Hong Kong's Hang Seng closed flat and South Korea's Kospi Index ended the day up 0.56%.The local market started the holiday-shortened trading week with a fresh record close buoyed by strength among energy stocks amid the rising price of oil.Progress in talks between China and the US on Monday night through a 6-hour meeting and NAB business confidence data for May out on Tuesday morning beating expectations were the key drivers of the local index posting a 0.84% gain on Tuesday. Investor sentiment is very news and noise driven right now so any positive news and outlook drives markets higher.Yesterday, we had the release of NAB Business confidence for May released and Westpac Consumer Confidence for June released with business confidence rising 2 index points for May, well exceeding the fall to -3 index points economists were expecting, but consumer confidence rose just 0.5% which fell short of the 2.5% rise markets had expected as consumer fears remain elevated on the global trade uncertainty front.MonashIVF (ASX:MVF) tanked over 25% yesterday after news surfaced that the company has encountered a second IVF embryo implantation incident with the wrong embryo being inserted into a patient, marking the second event of its kind to hit the headlines in a month.Gold miners retreated on Tuesday as investor appetite for growth stocks regained momentum amid the sliding price of gold on the back of trade negotiation progress between the world's largest economies.What to watch today: The Aussie dollar has strengthened against the greenback to buy 65.19 US cents, 94.47 Japanese Yen, 48.11 British Pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning, oil has pulled back from yesterday's spike to trade 0.91% lower at US$64.68/barrel, gold is down 0.1% at US$3322/ounce and iron ore is down 0.6% at US$95.62/tonne.Ahead of Wednesday's trading session in Australia the SPI futures are anticipating the ASX will open the day up 0.28%. Trading ideas:Bell Potter has increased the 12-month price target on Catapult Group (ASX:CAT) and maintain a hold rating on the leading sports technology company following the company's announcement of its latest acquisition of US-based Perch for an initial consideration of US$18m. The analyst sees the acquisition will provide a large cross-sell opportunity to its existing 3600 pro teams.And Trading Central has identified a bullish signal on Yancoal (ASX:YAL) following the formation of a pattern over a period of 60-days which is roughly the same amount of time the share price may rise from the close of $5.51 to the range of $6.25 to $6.45 according to standard principles of technical analysis.

US equity futures are pointing slightly up. European markets are narrowly mixed, while Asia go broadly higher, with decent gains for Nikkei and Hang Seng. Kospi extended recent post-election outperformance. For treasuries, 10-year yields stay steady at 4.5% after backing up sharply in prior session. Dollar softer, oil down, gold softer, industrial metals mixed. Attention on trade developments with US and China resuming talks in London with export licenses a key topic of discussion. NEC Director Hassett confirmed US is seeking agreement on rare earths from London talks. For its part China has taken issue with US principally over tech export controls and Huawei crackdown, which were attributed in part for Beijing maintaining its rare earths export curbs. Unclear whether the latest talks will lead to resolution of divisions between US and China, leaving fate of tariffs unknown.Companies Mentioned: Qualcomm Inc, Alphawave IP Group, Quartzsea Acquisition Corp, Meta Platforms

Wall Street closed mostly higher on Monday as investor optimism remains elevated on hopes of trade talks progress between the U.S. and China. The S&P500 rose 0.09%, the Dow Jones fell just 1.1 points and the Nasdaq ended the day up 0.31%.In Europe overnight, markets closed lower as investors awaited the outcome of talks between the U.S. and China in London. The STOXX 600 fell 0.08%, Germany's DAX lost 0.54%, the French CAC dropped 0.17%, and, in the UK, the FTSE100 ended the day down 0.06%.Across the Asia markets on Monday, it was a sea of green as investors welcomed some favourable economic data out of China and awaited key trade talks between the world's largest economies. Consumer price inflation fell by 0.1% YoY in May which was lower than the 0.2% economists were expecting, while producer price index fell by 3.3%.China's CSI index rose 0.3%, South Korea's Kospi index rose 1.55%, Japan's Nikkei added 0.92% and Hong Kong's Hang Seng ended the day up 1.63%.The ASX was closed on Monday for the King's Birthday public holiday.Last week though, the ASX posted a near 1% gain for the 5-trading days to notch the first positive trading week for June and the fourth consecutive weekly gain as progress talks between Presidents Trump and Xi resumed and ended with an in-person meeting agreement.Gold producer Ora Banda took a hit on Friday after downgrading its gold production guidance for FY25 to 5% below the low end of the initial guidance range, while also increasing the costs expected by 4% with the driver of the update being extended downtime required for the processing plant.What to watch today:Ahead of Monday's trading session in Australia the SPI futures are anticipating the ASX will open the day down 0.06%.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 94.19 Japanese yen, 47.98 British pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning oil is trading 1.24% higher at US$65.32/barrel, gold is up 0.42% at US$3325.58/ounce and iron ore is down 0.6% at US$95.62/tonne.Trading Ideas:Bell Potter has increased the 12-month price target on Develop Global (ASX:DVP) from $4 to $5 and maintain a buy rating on the hybrid underground and owned-mine operator following the release of recent updates out of the company including Woodlawn's plant commission and underground mine production ramp-up progressing ahead of Bell Potter's expectations.And Trading Central has identified a bearish signal on REA Group (ASX:REA) following the formation of a pattern over a period of 26-days which is roughly the same amount of time the share price may fall from the close of $232.52 to the range of $219 to $223 according to standard principles of technical analysis.

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: "Japan's income gap limits children's sports participation" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

「転勤が多い会社にはいかない」という人が新卒、中途ともに増えています。人材に選ばれるために企業は新たな制度で対応しますが、転勤にはメリットも。Minutes by NIKKEIの渡部加奈子編集長が解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録は⁠⁠⁠こちら⁠⁠⁠から⁠⁠⁠https://www.nikkei.com/promotion/service/prime/⁠⁠⁠【NIKKEI PODCAST】　日経電子版Podcastポータルサイト：⁠⁠⁠⁠https://www.nikkei.com/special/podcast⁠⁠　Xアカウント：⁠⁠⁠@nikkeipodcast⁠⁠⁠ （⁠⁠⁠https://x.com/nikkeipodcast⁠⁠⁠）　Instagramアカウント：⁠⁠⁠@nikkeipodcast⁠⁠⁠（⁠⁠⁠https://www.instagram.com/nikkeipodcast/⁠⁠⁠）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Wall St tor on Tuesday as investors anticipate details on potential US trade deals will come to light very soon. AI stocks lead the gains with Nvidia up more than 3% at the sessions' end. The S&P500 rose 0.58% on Tuesday, while the Nasdaq added 0.81% and the Dow Jones ended the day up 0.51%.In Europe overnight, markets closed slightly higher after the eurozone inflation reading eased to a cooler-than-expected forecast 1.9% in May. The STOXX 600 rose 0.01%, Germany's DAX added 0.64%, the French CAC climbed 0.33% and, in the UK, the FTSE100 ended the day up 0.13%.Across the Asia region on Tuesday, the US Customs and Border Protection agency's move to extend a tariff pause on some Chinese goods boosted risk-on sentiment during Asian trading. This also helped the US dollar strengthen, recovering some of Monday's sharp losses against major currencies. China's CSI index rose 0.31% on Tuesday, Hong Kong's Hang Seng climbed 1.4%, Japan's Nikkei ended the day flat and South Korean markets were closed for polling day.The Australian share market had its best day in a month, rising 0.6% as optimism about revived US-China trade talks boosted investor sentiment. The S&P/ASX 200 gained 52.6 points to close at 8466.7, with financials leading nine of 11 sectors higher. The rally followed gains on Wall Street after news that Presidents Trump and Xi will discuss tariffs this week.Investors bought into the banks on Tuesday due to the safe-haven nature of such investments over the last year, while Iron ore miners declined in line with a drop in iron ore futures, triggered by China's manufacturing activity hitting its lowest point in over two years. BHP (ASX:BHP) fell 0.6%, while Rio Tinto (ASX:RIO) slipped 0.7%.IDP Education (ASX:IEL) recorded the biggest loss on the market, tumbling 44.8% after warning investors that global policy uncertainty has impacted its student enrolment pipeline. The company also revealed it is conducting a review of its profitability and cost structure.Meanwhile on a macro level, from 1st July, 2.6 million workers will benefit from a historic 3.5% minimum wage increase; the $32 weekly rise brings the national minimum wage to $24.95 per hour or approximately $948 per week. While this wage rise is one of the largest above-inflation increases ever, it is expected to have only a modest impact on inflation.What to watch today:On the commodities front this morning, oil is trading 1.38% higher at US$63.38/barrel, gold is down 0.9% at US$3352/ounce and iron ore is down 0.7% at US$95.30/tonne.The Aussie dollar has weakened against the greenback overnight to buy 64.67 US cents, 93.03 Japanese Yen, 47.93 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session in Australia, the SPI futures are anticipating the ASX will open the day up 0.27%.Trading ideas:Bell Potter has increased the 12-month price target on Aspen Group (ASX:APZ) from $3.05 to $3.90 and maintain a buy rating on the real estate company following the company's successful raising of $70m via an institutional placement with a further $4m to be raised via SPP at $2.90/unit.Trading Central has identified a bullish signal on Rural Funds Group (ASX:RFF) following the formation of a pattern over a period of 30-days which is roughly the same amount of time the share price may rise from the close of $1.79 to the range of $1.91 to $1.93 according to standard principles of technical analysis.

S&P futures are pointing lower today, down (0.5%). European equity markets are weaker. Asian markets are lower, with Nikkei, Hang Seng and Taiwan underperforming, mainland China closed for public holiday. Overnight, treasury yields went up, with the two year up 2bps and the ten year up 5bps. The U.S. dollar weaker, oil up, gold gains, industrial metals higher. Trade tensions weighing on risk appetite. US-China relations fraying a month with two sides accusing the other of violating Geneva agreement. Main disagreements revolve around US frustration at China slow walking offer of relaxing rare earths curbs and China taking issue with US at new export restrictions. On geopolitical front, China rebuked US after Defense Secretary Hegseth warned of potentially imminent Taiwan invasion. Renewed tensions come as press sources noted efforts underway to set up a Trump-Xi call in bid to move forward talks.Companies Mentioned: Qualcomm, Alphawave IP Group, Sanofi, Blueprint Medicines, BASF

00:00 Begrüßung und Einleitung 01:12 Aktuelle Daten 04:07 DAX (Future) 08:08 SMI (Future) 10:13 Nikkei 225 (Future) 12:16 S&P500 (Future) 16:14 Nasdaq 100 (Future) 17:34 Dow Jones (Future) 19:52 Qualcomm 22:16 Deutsche Bank 25:15 Apple 28:10 Abschluss 29:07 Disclaimer

Welcome to Top of the Morning by Mint.. I'm Nelson John and here are today's top stories. Flat Start for Markets, All Eyes on RBI Indian markets are bracing for a cautious open this Monday. Global cues are mixed—Japan's Nikkei and Topix dipped, while US indices closed steady after clocking their best monthly gains since Nov 2023. Gift Nifty hints at a flat open. The big domestic trigger? The RBI's monetary policy decision on Friday, with markets pricing in a 25-bps rate cut. Investors will also track May auto sales, foreign fund flows, and the fallout from Trump's move to double US steel tariffs to 50%. India's GDP grew 7.4% in Q4, even as FY25 growth slowed to 6.5%. GST collections stayed strong at ₹2 lakh crore+, and crude oil prices are heating up again. “Stay diversified,” says PL Capital's Vikram Kasat. “Macro resilience is intact, but global uncertainty looms.”

Wall Street closed mixed on Friday but posted strong gains across the key indices for the month of May as investors shrugged off Trump's tariff turmoil and global trade uncertainty to send equities higher for the month. The S&P500 closed flat on Friday but gained 6.2% for the month, the Dow Jones rose 0.13% on Friday and 3.9% for the month, and the tech-heavy Nasdaq ended the day down 0.32% but posted a 9.6% surge for the month of May.On Friday a trade deal between the U.S. and UK was reached, boosting investor optimism that more deals of this kind can be done.Across the European region on Friday, markets closed mostly higher on the UK trade deal and as investors welcomed the potential blocking of his tariffs on certain regions.The STOXX600 rose 0.1%, Germany's DAX added 0.3%, the French CAC fell 0.36%, and, in the UK, the FTSE100 ended the day up 0.64%.Across the Asia region on Friday markets closed mostly lower as the appeals court in the U.S. allowed majority of Trump's tariffs to be re-instated. Japan's Nikkei fell 1.22%, China's CSI index lost 0.48%, South Korea's Kospi index declined 0.84%, and Hong Kong's Hang Seng ended the day down 1.2%.Locally on Friday, the ASX200 posted a 0.3% gain despite Trump's tariff-related volatility weighing on the key index early in the session. Investors again moved into defensive and safe-haven stocks like the banks and staples, while shifting out of riskier stocks like tech on Friday as uncertainty arose again on the tariffs front. The local market posted a second straight monthly gain for the month of May despite heightened volatility and macro uncertainty.On Friday morning it was announced that a federal appeals court temporarily upheld many of President Trump's tariffs on China and other countries, pausing a lower court ruling that had challenged them. This move allows the tariffs to remain in place while the court reviews the case and considers the administration's request for more time. The appeal success came not even 12-hours after a federal court announced a blockage of the tariffs amid overuse of Presidential power. This week will be an interesting time for tariffs as the appeals process unfolds, but we are no closer to clarity on exactly what tariffs are allowed to remain and the implications on our locally listed companies.Retail sales fell by 0.1%, missing the forecasted 0.3% increase, with warmer weather contributing to reduced clothing purchases. Clothing and department store spend were the key contributors to the weaker-than-expected reading for April, while cafes and food related spend was still on the rise. Surprisingly, niche retailers like Accent Group and Universal Stores still rallied on Friday despite the retail spend figure being released.In data out this week, Q1 2025 GDP figures are also expected to show a slowdown in growth to 0.2%, down from 0.6% in Q4 2024, primarily due to weaker household consumption. Markets are now factoring in a 73% chance of a rate cut out of the RBA when it next meets in July, up from the 59% chance expected prior to the retail sales data being released. What to watch today:On the commodities front this morning, oil is trading 0.25% lower at US$60.79/barrel, gold is 0.9% lower at US$3288.58/ounce and iron ore is down 0.15% at U.S.$99.12/tonne.The Aussie dollar has weakened against the greenback to buy 64.37 U.S. cents, 92.57 Japanese yen, 47.76 British pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the first trading session of June up 0.09%.Trading ideas:Bell Potter has decreased the 12-month price target on IPD Group (ASX:IPG) from $4.60 to $4.10 and maintain a buy rating on the leading Australian distributor of electrical equipment and industrial digital technologies, following the company provid

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia. ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: "Exploring Bengaluru, changes to Japan's ‘nomikai' culture and more" ・You can read more at: https://asia.nikkei.com/Spotlight/Podcast/Podcast-News-Roundup

Fri, 30 May 2025 03:38:00 -0000fullラジオNIKKEI 1735949fe0be-3d07-11f0-b8aa-eff8e06cdb33

今回は、いよいよ今週末に迫った日本ダービーを徹底展望！ 普段より多く、リスナーの皆さんの予想をご紹介しました。さすがダービー、皆さんの予想にも力が入ります！ ラジオNIKKEIアナウンサー陣の本命馬もご紹介。みなさんの予想を聞くと、やはり気持ちが高まりますね。どうぞよき日本ダービーをお迎えください！ 淑子さんの日本ダービーの予想は、週末重賞予想のコーナーで。スタジオ担当は小塚歩アナです。今週も競馬キャスター・鈴木淑子さんと一緒に、幅広い競馬情報と素敵なおしゃべりをお楽しみください！

家事から経営まで、AIにどこまで任せられるか――。日本経済新聞の専門メディア編集長が音声で解説する「日経プライムボイス」特別編のテーマはAI。暮らしに入り込むヒト型ロボット、経営判断に使われるAI、事実と異なる回答を生む「ハルシネーション（幻覚）」のリスクという3つの視点から、AIの可能性と課題について各メディアの編集長が実例とともに解説します。スキマ時間に刺さる音声コンテンツNIKKEI PrimeVOICE（日経プライムボイス）は専門メディア編集長6人がイチ押し記事をお届けします。日経プライムボイスは毎週木曜配信。公式SNS「日経ポッドキャスト」から #プライムボイス で感想をお寄せください。【NIKKEI Prime】日経グループの多彩な新メディア。会員登録は⁠⁠⁠こちら⁠⁠⁠から⁠⁠⁠https://www.nikkei.com/promotion/service/prime/⁠⁠⁠【NIKKEI PODCAST】　日経電子版Podcastポータルサイト：⁠⁠⁠⁠https://www.nikkei.com/special/podcast⁠⁠　Xアカウント：⁠⁠⁠@nikkeipodcast⁠⁠⁠ （⁠⁠⁠https://x.com/nikkeipodcast⁠⁠⁠）　Instagramアカウント：⁠⁠⁠@nikkeipodcast⁠⁠⁠（⁠⁠⁠https://www.instagram.com/nikkeipodcast/⁠⁠⁠）■NIKKEI Primeの各媒体▽モビリティの未来を先取りするNIKKEI Mobility（小泉裕之編集長）▽脱炭素時代の変革のヒントを追うNIKKEI GX（京塚環編集長）▽最先端技術や知財戦略を探るNIKKEI Tech Foresight（久米秀尚編集長）▽デジタル・AI時代のルールを読み解くNIKKEI Digital Governance（中西豊紀編集長）▽FTの厳選記事で世界の潮流をつかむNIKKEI FT the World（檀上誠編集長）▽難解なニュースも短時間で確実に理解できるMinutes by NIKKEI（渡部加奈子編集長）

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia.   ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: "Asian students flock to Malaysian international schools" ・You can read more at: https://asia.nikkei.com/  

Thu, 22 May 2025 07:37:00 -0000fullラジオNIKKEI 17349ebb99b8-36df-11f0-b479-136162efc1bb

A version of this essay has been published by firstpost.com at https://www.firstpost.com/opinion/shadow-warrior-india-fights-alone-narrative-wars-western-gaslighting-and-a-missed-opportunity-13891339.htmlFrom the 1st of May until the 20th I was traveling in the US, and thus had to depend on western media (mostly Twitter/X) for news about Operation Sindoor and the aftermath. It was self-evident that there was no point in reading things like the NYTimes, Wapo, the Economist, etc. because one look at their headlines confirmed that they were “manufacturing consent”.Soft PowerGiven the difference in X posts that I read in the US and those in India, I think the algorithms were deprecating posts for me in ways that are hard to detect. In other words, there is a narrative war where India has no say, but lots at stake. India's soft power is seriously wanting. Joseph Nye, the academic who popularized that phrase, passed away this week: following in his footsteps, it behooves India to make a concerted attempt to improve its story-telling.It faces an uphill battle, because Western, especially American, media has shown an ability to gaslight at scale in three major stories in the recent past: the COVID panic, the “Trump-is-a-Russian-stooge” meme, and the “Biden is mentally sharp as a tack” story. They are good at it, have no love lost for India, and so India needs a long-term plan to get its own propaganda story out, for instance developing an Al-Jazeera-style global footprint or an X-style social medium.The entire Western narrative, for self-serving purposes, continues to be against India, for good reason: they do not wish to see India grow into a peer-level competitor at the G3 level. In this, both China and the West are of one mind, and it shows. Besides, the West has every incentive to try to block India from becoming a major arms exporter: they would prefer India to continue to be one of the biggest importers, preferably from them.Narrative warfare is a Western specialty, as I said in Information Warfare, Narrative-Building: That Kind of Warfare. In addition to kinetic warfare, India needs to up its game here too. Narratives have real-life consequences.The Pakistanis have been quite successful in their own narratives, riding on Western media: here is an example from the Nikkei (which owns the Financial Times) from a Pakistani journalist. This is typical of the stories created by Pakistanis and amplified by western media: basically that India took a major hit, with five or six high-end aircraft downed by Pakistani/Chinese weaponry. The story was repeated so many times that it essentially became the Truth.A step change in aerial warfareMy personal belief is that India won a victory on the ground and in the air, humiliating Pakistan, attacking it at will and exposing its Chinese armaments as below-par. Some thoughtful neutral experts support this view: See Calibrated Force and the Future of Indian Deterrence. India also demonstrated surprising competence in the new age of electronics-based warfare. It may no longer be expensive fighter jets (and by extension, aircraft carriers) that tilt the balance, but missiles, drones and integrated air defense.This must be emphasized. There are periodic step-functions in warfare that render earlier, victorious technologies/processes less valuable: this is similar to disruptive innovation, where the ‘insurgent' firm nullifies the apparent advantages of the ‘incumbent' firm. Often that means a point of inflection. An example is the arrival of the longbow in medieval times that made hitherto unstoppable heavy cavalry stumble. Another is the arrival of air power itself.Today there may be another point of inflection. Experts have suggested that warfare going forward will be software-driven, including drone swarms that can autonomously reshape their formations (reminiscent of the murmurations of flocks of starlings). Presumably, there will be plenty of predictive AI built in as well. Given India's poor track record in software products, it was generally assumed that India would not do so well in such a new environment.In reality, there appears to have been a clever integration of indigenous and imported technology to create an “iron dome” of sorts against Pakistan's Chinese missiles, of which an advanced variant, PL-15, was apparently shot down intact.More interestingly, it appears that Lakshya and Banshee drones were programmed to masquerade as Rafales, Sukhois, etc. by emitting their radar signals, thus attracting enemy fire towards themselves. This might explain the claims of five or six Indian aircraft shot down by Pakistan, whereas in reality they may have simply shot down the phantom, mimic dronesThe implications are large: in effect, India was able to attack Pakistan at will: video evidence shows significant damage to terrorist sites in the first round, and to military sites in the second round, including to key Pakistani air bases, as well as, it is said, the entrance tunnel to the nuclear storage facilities in the Kirana Hills. Indian air dominance appears to have forced the Pakistanis to beg for US support to suggest a cessation of hostilities.This skirmish was proof in the heat of battle for India's indigenous weapons, especially the BrahMos (although of course that is a joint venture with Russia). It may result in a number of serious queries from prospective customers especially in Southeast Asia, who will be interested in battlefield performance against Chinese missiles and aircraft. This would be a win for India's arms industry.Conversely, there is a singular sore spot: fighter jets. For a variety of reasons, most especially the fact that the Kaveri engine has not been allowed to complete its testing and development phase, India is still dependent on others for advanced fighters. And this is just fine as far as they are concerned, because the Americans want to sell F-35s, the French want to sell more Rafales, and the Russians want to sell Su-57s.Here's a twitter comment by a military historian who suggests that India's fighter jets are inadequate. He deleted his further comment that indigenization is fine as industrial policy, but it doesn't work for advanced weaponry. This is a typically sniffy attitude towards India, which is grist to the mill for the Chandigarh Lobby's successful efforts to trash local weapons and gain lucrative middleman deals for foreign weapons.Strategic Dilemma: To push on or notThere is also a strategic dilemma. India has an unfortunate habit of wasting its soldiers' hard-won victories at the negotiating table due to bad political calculations. The epitome of this is of course, Indira Gandhi's 1971 give-away of 93,000 Pakistani PoWs in exchange for essentially… nothing. There is some reason to wonder if something similar happened in 2025 as well. A tactical victory was possibly converted into a stalemate, and the old era of hyphenation and the nuclear bogey has returned.What we saw in 2025 was that the Pakistanis were taken by surprise, and India had a massive advantage. But now that cat is out of the bag, Pakistanis and Chinese will regroup and figure out corrective tactics. Thus India has, to use an American expression, “shot its wad”, and the element of surprise is gone forever.The end game for India is the dissolution of Pakistan into four or five statelets, which, one hopes, will then concentrate on Pakistani Punjab as the root of all their troubles. In that case, they will keep each other occupied, and India can live in peace without regular terrorist attacks. Of course, that may be a pipe-dream, given the Ghazwa-e-Hind formula many entertain, but the collapse of the Pakistani state is anyway desirable for India.Should India have continued its offensive? Forget the murky issue of the nuclear assets in Sargodha. Should India have moved the Line of Control forward into some areas, perhaps into Gilgit-Baltistan (with Sharda Peeth and the Kishenganga) and up to the Jhelum River in Pak-occupied Jammu and Kashmir? The problem though, is that once you start moving past the border posts, you have hostile civilians to contend with, and your supply lines start getting stretched.Even though it is tragic to let go of an opportunity to thrash an enemy that's on the back foot, and Pakistan will inevitably use the truce to rearm itself and come back ever stronger (the Treaty of Hudaybiyah is not a meme in the Islamic world for nothing), it is not clear to me what India could have done to militarily make the LOC irrelevant and make Pakistan implode, especially in the context of American pushback.The role of the USWhy was there pressure from President Trump? One of the things I observed during my US stay is the total absence of DOGE and Elon Musk from the headlines after Trump's 100 days, very contrary to their ubiquity early on. Similarly, the security implications of Trump's recent embrace of Syria's President Al-Sharaa contradicts Director of National Intelligence Tulsi Gabbard's views on Syria as evidenced by her tweets. Further, there are U-turns on tariffs.This means Trump is being mercurial as ever. Furthermore, there might be something to the idea that his family's embrace of crypto may have endeared Pakistan – which is making noises about supporting crypto at scale – to him. All this is red-pilling many about Trump. Indeed, he may be allowing short-term, commercial considerations to drive policy, which may return to haunt the US: that is exactly what Clinton, Bush, Obama et al did with respect to China.On the other hand, there are longer-term considerations, too. Pakistan is essentially a Potemkin nation, which has no particular reason to exist, other than it is being propped up. Initially, it was a British project for the Russian Great Game; then it was taken over by the US Deep State in order to fend off the Soviet Union. Pakistan was a “major non-NATO ally” (MNNA) according to Obama if I remember right, and earlier it was a member of CENTO and SEATO.The IMF loan to Pakistan, approved in the middle of the hostilities, is not surprising, either: this has happened before. In a way, it is a complicated money-laundering activity. Funds from somewhere (possibly Qatar) are channeled to Pakistan, which then buys American arms. Thus the Deep State Military Industrial Complex is the winner.With the end of the Afghanistan wars, Pakistan offers no obvious geographic and strategic value to the US. Unless, of course, the target is no longer Russia, but India. Perhaps in anticipation of its being a check on India, the US had helped Pakistan nuclearize, according to this archived article from the NYTimes: US and China Helped Pakistan Build Its Bomb, from a time when it was possibly more truthful. I am indebted to Brahma Chellaney for this link.This may suggest that Pakistan's nuclear ‘assets' are not theirs, but are managed by American crew. On the other hand, though, the greater possibility is that such assets are loaned by China. Pakistan is a fantastic force multiplier for China.Abhimanyu SyndromeThe bottom line, then, is that India is on its own: sort of an Abhimanyu Syndrome, with nobody to help. The most obvious ‘friend' is Japan (because of the China threat), but it is severely constrained by American red lines: see how there was not a murmur from the Quad after Pahalgam. India's very possible rise is in fact encouraging other powers to put it down: grow so much, but no farther.There really is no alternative for India but to industrialize, manufacture everything possible for its large internal market, and increase the level of strategic autonomy in everything it makes: no more dependence on third parties, which may feel free to use kill switches, or deny spares or components at will. In this round, India did surprisingly well with indigenous technology, and it has articulated a strategy of escalating deterrence. To put teeth into this, innovation at home must continue.Here's the AI-generated podcast about this episode from notebookLM.google.com: 1975 words, 22 May 2025 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe

Uploaded every Friday, Nikkei Asia News Roundup delivers a collection of articles from Nikkei's English language media, Nikkei Asia.   ・A selection of news headlines ・A glimpse into a notable story for deeper understanding ・A highlight of our best stories Today we focus on: ”Philippine elections, India-Pakistan conflict and more”   ・You can read more at: https://asia.nikkei.com/

Thu, 15 May 2025 07:48:00 -0000fullラジオNIKKEI 1735f253d538-3160-11f0-af21-43ef618b90dc

US markets rallied on the back of a US-China trade truce and lower-than-expected inflation data, easing recession concerns and boosting equities. The S&P 500 and Nasdaq 100 indices rose, driven by gains in tech stocks, such as Nvidia and AMD, following a major semiconductor deal with a Saudi Arabian AI firm. In Asia, Hong Kong's market gained ground following strong earnings from JD.com, whereas Japan's Nikkei 225 experienced a slight decline after a 13-day uptrend. Looking ahead, European shares are poised to open flat, building on the previous day's positive session, which was fuelled by improved sentiment in Germany and a record high for the DAX. Mathieu Racheter, Head of Equity Strategy, observes that Q1 earnings have exceeded expectations, but companies are issuing cautious guidance due to reduced visibility on the economic outlook.00:00 Introduction: Bernadette Anderko, Investment Writing00:27 Markets wrap-up: Mike Rauber, Investment Writing06:47 Earnings/Equity Market update: Mathieu Racheter, Head of Equity Strategy11:08 Closing remarks: Bernadette Anderko, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Nissan planea despedir a 10.000 empleados en puestos de todo el mundo según la cadena pública japonesa NHK . Estos se suman a los que ya tenía pensados la compañía en el proceso de reestructuración. En total, para llevar a cabo este recorte de gastos, la reducción será de 20.000 trabajadores o lo que es lo mismo, un 15% de su plantilla. La situación financiera de la empresa no pasa por su mejor momento desde el año pasado. Su beneficio operativo cayó un 86%, hasta los 64.000 millones de yenes. Peor fue su beneficio neto, que registró un descenso del 98%. Todo esto hizo que el CEO de Nissan hasta el mes de abril, Makoto Uchida, advirtiera que si nadie invertía la firma podría ir a la quiebra. Uchida aseguraba el 7 de marzo que las pérdidas podrían llegar a los 536 millones de dólares. Solo cuatro días después la firma anunciaba su despido y el nombramiento de Iván Espinosa como nuevo CEO. La supervivencia pudo llegar con la fusión con Honda pero al final no se dio la fusión que muchos daban como segura. El 13 de febrero ambas compañías anunciaron que abandonaban la fusión, que de producirse, tenía un valor de 60.000 millones de dólares. Hubiera sido el cuarto mayor grupo automovilístico del mundo. ¿Cómo hubiera sido esa fusión? Se hubiera formado un holding conjunto con Honda como matriz y Nissan como filial, mediante un intercambio de acciones. Los medios económicos apuntaban al orgullo de la compañía nipona a pasar como filial y su negativa a cerrar fábricas. Lo cual ahora choca bastante ya que según el medio económico Nikkei, Nissan suspenderá las operaciones en algunas plantas de Japón para reestructurar su modelo de negocio. Algo que se ve necesario teniendo en cuenta las pérdidas que prevé la compañía. Nissan prevé en este ejercicio de entre 4.250 y 4.560 millones de euros en este ejercicio y planea el cese de su producción en Argentina y descarta el plan de construir una nueva fábrica de baterías para vehículos eléctricos en la ciudad japonesa de Kitakyushu. La historia de Nissan se remonta a 1911 cuando Masujiro Hashimoto fundó una fábrica de automóviles en Tokio. En 1915 saca al mercado su primer coche, Dat. Su primer gran coche de pasajeros fue el Datsun en 1935 y su avance en esta década simbolizaron los avances tecnológicos de Japón. En los años de la posguerra tuvo su primera gran alianza, realizando una alianza estratégica con Austin Motor Company del Reino Unido en 1952.

US equity futures are higher, with S&P up 2.5%. European equity markets are also pointing up. Asian markets go broadly higher. Greater China markets outperform on latest US-China trade developments. Nikkei was lagging, mild gains for ASX and Kospi sees moderate gains. Bond yields are back up with US 10-year 7 bps higher at 4.5%. Dollar sees big gains versus Japanese yen, euro, Swiss franc and sterling. Oil higher. Gold sharply lower. Industrial metals mixed. In a significant de-escalation of the US-China trade war, both countries announced that they will significantly reduce tariffs on the other. US will reduce tariffs on Chinese goods to 30% from 145%, for 90 days and China will reduce tariffs on US goods to 10% from 125%, also for 90 days. New duties reverse reciprocal and subsequent retaliatory tariffs imposed from 2-April, while US keeps in place 20% fentanyl tariff. Companies Mentioned: Dow,Inc, MAG Silver, Banco Santander, NatWest Group

The US and China both reported "substantial progress" after two days of talks in Switzerland aimed at de-escalating a trade war, marking what Chinese Vice Premier He Lifeng called "an important first step" toward resolving differences. While neither side immediately announced specific measures on Sunday, He said the world's two biggest economies agreed to create a mechanism for further talks, led by US Treasury Secretary Scott Bessent and himself. Bessent said the US would share details on Monday and He promised a joint statement. We get analysis from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Japanese stock futures rose on optimism the US-China trade tension may begin to de-escalate after those talks. The Nikkei 225 has climbed 5% through Friday since US President Donald Trump announced so-called reciprocal tariffs on April 2nd, among the best performing major markets. Japan last month was one of the first countries to formally engage in talks with the US, though an agreement is yet to be made. For more on Japan's outlook, we hear from Jean Eric Salata, Chairperson at EQT Asia.See omnystudio.com/listener for privacy information.

Thu, 08 May 2025 09:00:00 -0000fullラジオNIKKEI 1735f2510586-2bea-11f0-b906-63dd26daa50b

You might not be able to send inventory to FBA next month. Tariff surcharges could appear on Amazon listings, and TikTok Shop expands again. All this buzzing news and more! ► Instagram: instagram.com/serioussellerspodcast ► Free Amazon Seller Chrome Extension: https://h10.me/extension ► Sign Up For Helium 10: https://h10.me/signup  (Use SSP10 To Save 10% For Life) ► Learn How To Sell on Amazon: https://h10.me/ft ► Watch The Podcasts On YouTube: youtube.com/@Helium10/videos We're back with another episode of the Weekly Buzz with Helium 10's VP of Education and Strategy, Bradley Sutton. Every week, we cover the latest breaking news in the Amazon, Walmart, and E-commerce space, talk about Helium 10's newest features, and provide a training tip for the week for serious sellers of any level. Amazon Slashes Your FBA Capacity! https://sellercentral.amazon.com/inventory-storage/storage-request/limit-increase Create deals for Amazon Pet Day https://sell.amazon.com/blog/announcements/pet-day Amazon denies plans to list tariff prices after President Trump calls Jeff Bezos to object https://www.usatoday.com/story/news/politics/2025/04/29/amazon-tariff-costs-trump-white-house/83340801007/ Grow With US: How Walmart's New Program Aims To Help Small Businesses Go Big https://corporate.walmart.com/news/2025/04/29/grow-with-us-how-walmarts-new-program-aims-to-help-small-businesses-go-big France urges fees on cheap e-commerce parcels in EU https://uk.finance.yahoo.com/news/france-urges-fees-cheap-e-121540875.html Walmart to Offer 3-Hour Delivery to 95% of Americans https://www.pymnts.com/walmart/2025/walmart-to-offer-3-hour-delivery-to-95percent-of-americans/ Exclusive: Some Amazon sellers are pulling out of Prime Day amid Trump tariffs https://www.reuters.com/business/retail-consumer/some-amazon-sellers-are-pulling-out-prime-day-amid-trump-tariffs-2025-04-28/ Walmart, Target resume business with some Chinese factories after tariff-related halt, suppliers say https://edition.cnn.com/2025/04/29/business/walmart-target-chinese-orders-tariffs-hnk-intl/index.html TikTok to enter Japan's e-commerce industry, Nikkei reports https://www.reuters.com/world/china/tiktok-enter-japan-e-commerce-nikkei-reports-2025-04-26/ Did you know Helium 10 has a forum? While our Facebook group gets more traffic, we want to grow the forum community too! It's a great place to ask questions and join discussions about e-commerce, Amazon strategies, and more. Remember, it's not for Helium 10 customer support—that's available 24/7 through our website. To participate, sign in to your Helium 10 account and head to forum.helium10.com. Helium 10 has rolled out several powerful new features this week, starting with the brand-new Tariff Analyzer tool in Profits. This feature gives sellers a detailed breakdown of how tariffs impact their net profits on a product-by-product basis. By inputting the country of origin and cost of goods sold (COGS), users can instantly see pre- and post-tariff profit margins, estimate the price adjustments needed to maintain margins, and even compare how switching manufacturing to another country, like Vietnam or Uzbekistan, might improve profitability. It's a game-changing tool for sellers looking to stay agile amid rising import costs. Another major upgrade is the expansion of Managed Refund Services, now available to both Platinum and Diamond users. Previously reserved for Diamond subscribers, this service helps Amazon sellers recover funds owed by Amazon due to lost, damaged, or mishandled inventory. Helium 10's team handles the tedious claims process, scanning accounts, filing cases, and staying compliant with Amazon's policies. Sellers only pay a small percentage of successfully recovered funds, making it a zero-risk way to reclaim potentially thousands in lost revenue. On top of that, Helium 10 has added support for Cerebro and Magnet in the Amazon Saudi Arabia marketplace, with built-in translation tools to help sellers understand foreign-language keywords and rank data, opening up new international expansion opportunities easily. Tune in for a wealth of knowledge and strategies to keep your Amazon business thriving.

This week on Sinica, I chat with SCMP Senior Europe Correspondent Finbarr Bermingham, who joins from Brussels where he's been covering the EU-China relationship in fantastic depth and with great insight.3:17 – EU-China relations in early 2025: the effect of the 2021 sanctions, who advocated for engagement versus confrontation with China, and the importance of the Comprehensive Agreement on Investment (CAI)13:49 – How Brussels initially reacted to the rupture in the transatlantic alliance 17:14 – China's so-called charm offensive 21:03 – The idea of de-risking from Washington 23:10 – The impact of the Oval Office meeting with Zelensky 24:55 – Europe's dual-track approach with China and shift toward pragmatism 29:35 – National interests versus EU unity regarding Chinese investment, and whether Brussels could extract concessions 35:20 – Brussels' worry over Trump cutting a deal with China 38:06 – Possible signs of China's flexibility on different issues40:25 – The lifting of the sanctions on European parliamentarians 42:21 – The decrease in calls for values-based diplomacy, and whether securitization is happening in Europe47:05 – How the EU might address tensions over China's industrial overcapacity 50:17 – The possible future of EU-China relations, and whether the transatlantic relationship could go back to normal55:50 – The knee-jerk element of looking past EuropePaying It Forward: Ji Siqi at SCMP, Cissy Zhou at Nikkei, and Kinling Lo and Viola Zhou at Rest of WorldRecommendations:Finbarr: The Stakeknife podcast series; Say Nothing: A True Story of Murder and Memory in Northern Ireland by Patrick Radden Keefe; and the 20th anniversary edition of Wilco's album, A Ghost Is Born Kaiser: The Ottomans: Khans, Caesars, and Caliphs by Marc David Baer See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US equities are mostly higher with S&P and TSX futures pointing up. US 2-year yield stays at 3.8% and 10-year down 5 bps to 4.4%. Gold finished down 2.6%, bitcoin futures was up and WTI crude settled up 1.4%. European equity markets are firmer, follows broad strength in Asia, with decent gains for Nikkei and Hang Seng. Attention to the White House, President Trump said he never intended to fire Fed Chair Powell. He repeated his criticisms of Powell and said that he'd like him to be more active in terms of lowering interest rates, but that even if Powell doesn't, it would not result in his termination. Sell-side firms warned firing Powell risked inviting fresh market turbulence though there was also lingering scepticism that Trump would carry out threat to remove Powell given financial repercussions that would follow.Companies mentioned: Voyager Acquisition, VERAXA, Fonterra Co-operative Group, Intel

(April 15,2025)Amy King and Neil Saavedra join Bill for Handel on the News. El Salvador's president says he won't return mistakenly deported man to U.S. US Army to control land on Mexico border as part of base, migrants could be detained, officials say. Israel has taken over about a third of the Gaza Strip. Honda to make 90% of US sales locally by relocating Mexico, Canada production, Nikkei reports. Starbucks' 2025 dress code requires baristas to wear certain colors.

S&P futures and TSX are pointing slightly up. Asian equities inched higher in cautious trade with a 0.8% surge in Nikkei, Hang Seng and Shanghai are slightly up with India leading the gainers as its banks and auto stocks rallied on tariff reprieve news. European equity markets are mostly higher, with major indices up near 1%. Overnight, US 10-year yield was steady at 4.4% with the 2-year up 1 bP to 3.9%. US dollar unchanged, AUD higher, NZD at four-month high, yen and yuan flat. Oil went up and gold firmer. Crude futures are slightly higher, precious metals are also resuming their upward trend, base metals are mixed. Cryptocurrencies are higher.Companies mentioned: Apple, Lowe's Companies, Ryanair Holdings, NVIDIA Corp

This is the Catchup on 3 Things by The Indian Express and I'm Ichha Sharma.Today is the 11th of April and here are this week's headlines.The US officially enforced a sweeping 104% tariff on all Chinese imports starting Wednesday, escalating its trade confrontation with Beijing. This move follows President Trump's ultimatum to China to withdraw its retaliatory 34% tariffs. China hit back sharply at Washington's escalating trade war rhetoric, saying it does not seek conflict but won't tolerate bullying either. US further escalated the situation with its decision to raise tariffs on Chinese goods to 125% while pausing tariffs for other nations. Responding to this, Foreign Ministry spokesperson Lin Jian said at a press briefing, “This cause will not win popular support and will end in failure.” Lin emphasized that Beijing will defend its people's rights, signaling that retaliatory action may still be on the table. Meanwhile, Asian markets surged on news of the 90-day tariff pause for other countries, with Japan's Nikkei 225 soaring 8%, South Korea's Kospi rising over 5%, and Australia's ASX 200 up 5% in early trading.In a landmark ruling, the Supreme Court declared Tamil Nadu Governor R N Ravi's decision to reserve 10 re-passed Bills for Presidential consideration as illegal. The court held that the Governor showed scant respect for judicial precedent and unduly delayed action. Using Article 142, the bench declared that the 10 Bills are deemed to have received assent, overriding the governor's withholding. This rare step sends a strong message about constitutional propriety and reinforces legislative autonomy amid growing tensions between elected governments and appointed constitutional heads.The Reserve Bank of India has slashed the repo rate by 25 basis points to 6% in its latest monetary policy review. This signals lower interest rates on home, personal, and auto loans soon. The Monetary Policy Committee also shifted its stance from "neutral" to "accommodative," hinting at more rate cuts ahead. GDP growth for 2025–26 has been revised down to 6.5% from 6.7%, while retail inflation is projected at 4%. Lower rates aim to boost borrowing and spending amid slowing economic momentum.Russia has formally invited Prime Minister Narendra Modi to attend its Victory Day Parade on May 9, commemorating 80 years since the end of World War II. Deputy Foreign Minister Andrey Rudenko confirmed that the invitation has been sent, and the visit is under discussion. The gesture comes after Moscow confirmed President Putin's scheduled visit to India later this year. Russia has extended invitations to several “friendly nations,” reinforcing diplomatic ties amid ongoing geopolitical tensions. Modi's participation would signify India's balancing act in global power dynamics.A deadly Israeli airstrike hit a residential building in northern Gaza's Shijaiyah neighborhood on Wednesday, killing at least 23 people, including eight women and eight children, according to officials at Al-Ahly Hospital. The Gaza Health Ministry confirmed the toll and said rescue teams were still searching through rubble for survivors. Nearby buildings were also damaged, according to Gaza's civil defense, which operates under the Hamas-run government. The strike is the latest in a wave of intensifying attacks, as the humanitarian crisis worsens in the besieged Palestinian enclave with no signs of a ceasefire in sight.This was the CatchUp on 3 Things by The Indian Express.

This is the Catchup on 3 Things by The Indian Express and I'm Flora Swain.Today is the 10th of April and here are today's headlines.China Pushes Back Against U.S. Tariffs, Warns of ConsequencesChina hit back sharply at Washington's escalating trade war rhetoric, saying it does not seek conflict but won't tolerate bullying either. Responding to the U.S. decision to raise tariffs on Chinese goods to 125% while pausing tariffs for other nations, Foreign Ministry spokesperson Lin Jian said at a press briefing, “This cause will not win popular support and will end in failure.” Lin emphasized that Beijing will defend its people's rights, signaling that retaliatory action may still be on the table. Meanwhile, Asian markets surged on news of the 90-day tariff pause for other countries, with Japan's Nikkei 225 soaring 8%, South Korea's Kospi rising over 5%, and Australia's ASX 200 up 5% in early trading.India Steers Clear of U.S. Tariff Clash, Eyes Fall Trade PactIndia responded cautiously as U.S. President Donald Trump announced a temporary suspension of his sweeping reciprocal tariffs, which went into effect Wednesday. Just hours before the announcement, External Affairs Minister S. Jaishankar confirmed that India is actively engaging with Washington to finalize a bilateral trade agreement by the fall. Speaking at the News18 Rising Bharat Summit, Jaishankar avoided directly commenting on Trump's controversial statements about trade partners, saying only, “We've been constructive in our engagement, and so have they.” India appears to be walking a fine line—avoiding confrontation while quietly working to secure a stable trade relationship.Tahawwur Rana Extradited from U.S., Special Prosecutor AppointedIndia has taken a key step toward justice in the 26/11 Mumbai terror attacks case. The Ministry of Home Affairs on Wednesday night appointed a special public prosecutor for a three-year term to lead the prosecution of Tahawwur Rana, who is being extradited from the United States. Sources confirmed that a senior team from the National Investigation Agency (NIA) and intelligence services has taken custody of Rana, who is expected to arrive in Delhi by Thursday. Rana is accused of aiding the planning of the deadly 2008 attacks in Mumbai, which left more than 160 people dead.Kashmir Cleric Says Police Blocked Religious Meet Over Waqf ActMirwaiz Umar Farooq, the prominent religious leader and head of the Muttahida Majlis Ulema (MMU), accused Jammu and Kashmir police of halting a planned meeting of clerics at his Srinagar residence. The gathering was meant to discuss concerns over the Waqf Act, which governs religious endowments in the region. Calling the police action unjust, Mirwaiz said religious leaders must be allowed to deliberate peacefully. He added that a joint resolution would be read in mosques across the Valley on Friday. The MMU also pledged support to the All India Muslim Personal Law Board's legal challenge to the Act.Israeli Airstrike Kills 23 in Gaza as Conflict DeepensA deadly Israeli airstrike hit a residential building in northern Gaza's Shijaiyah neighborhood on Wednesday, killing at least 23 people, including eight women and eight children, according to officials at Al-Ahly Hospital. The Gaza Health Ministry confirmed the toll and said rescue teams were still searching through rubble for survivors. Nearby buildings were also damaged, according to Gaza's civil defense, which operates under the Hamas-run government. The strike is the latest in a wave of intensifying attacks, as the humanitarian crisis worsens in the besieged Palestinian enclave with no signs of a ceasefire in sight.That's all for today. This was the CatchUp on 3 Things by The Indian Express.

Wall Street enjoys a historic rally after President Trump announces a 90-day pause on reciprocal tariffs, not including China. Asian equities are also in the green with the Nikkei and Taiwan's Taiex leading gains. European futures are also up as are Chinese equities, despite Trump increasing levies on the country to 125 per cent. In Germany, the CDU/CSU and the SPD unveil a coalition deal with Chancellor-in-waiting Friedrich Merz addressing President Trump directly to give assurances on defence and economic competitiveness. And in autos news, Volkswagen shares plummet as the car maker misses forecasts by a wide margin amid tariff uncertainty. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tariffs are killing markets. A glimpse int what happens when we take a difference course Markets making some of the wort moves in decades Billionaires - all in on Trump lost billions... WAIT !!!!!! Maybe a 90-day pause on Tariffs now...Or Not... More finesse, less sledge hammer? PLUS we are now on Spotify and Amazon Music/Podcasts! Check this out and find out more at: http://www.interactivebrokers.com Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Markets making some of the worst moves in decades - Billionaires - all in on Trump lost billions... - WAIT !!!!!! Maybe a 90-day pause on Tariffs now...Or Not... - More finesse, less sledge hammer? Markets - Key Reversal Indicator - 1st Green cluster bottom on Monday.. Oversold? - Stock markets slammed - President Trump discussing stocks - Economic Pissing Match - Even more tariffs, or bluffs - VIX HITS 60! -- A Quick Poem - Green Eggs and Navarro --- One of the gents that responded to Vietnam's desire to have zero tariffs as "not enough" DAX on Monday and other Markets - Opened up down 10% - clawed back a bunch by end of the day - European stocks down 1.5% YTD 2024 - US Stock bearing the brunt of the move - Hong Kong (after being closed Friday) - closed Monday DOWN 13%! - Monday in Japan, Markets halted, futures trading suspended as Nikkei and Topix plunge more than 5% --- Follow up - then up 6% the next day - Monday YTD US Markets: Heads Up - Just in... - Tuesday at 12:30PM - 'White House Press Secretary says 104% additional tariffs went into effect at noon eastern time because China has not removed it's retaliation. The 104% additional tariff will be collected starting tomorrow April 9th'  -Markets were trying to right themselves - up big to start the day - then this headline.... - What if  - China comes back at 200%? More: - Tuesday afternoon : White House Secretary Karoline Leavitt answers questions on trade at briefing: President Trump not considering delay in tariffs that are due to go into effect tomorrow at 12:01 AM - Where is the negotiation? Seems like a pissing match or bluff with unlimited funds. If you are interested - Rand Paul making all sorts of sense this morning - Trades are win-win. Trade does not mean that one side has to win and one lose. - https://www.cnbc.com/video/2025/04/08/sen-rand-paul-on-trump-tariffs-trade-is-an-integral-part-of-capitalism.html Stupid - Taiwan's top financial regulator said on Sunday it will impose temporary curbs on short-selling of shares to help deal with potential market turmoil from U.S. President Donald Trump's new import tariffs, and will take other steps as needed. - Taiwan's Financial Supervisory Commission said in a statement it would limit the number of shares that can be sold short and raise the minimum short-selling margin ratio to 130% from 90%, starting from Monday and lasting until Friday. - We have seen how this plays out in the past. More references to bluffing - "I think it was a big mistake, this Chinese escalation, because they're playing with a pair of twos," Bessent said during an interview on CNBC's "Squawk Box." "What do we lose by the Chinese raising tariffs on us? We export one-fifth to them of what they export to us, so that is a losing hand for them." VIX - Hits 60 on Monday - then backs off to 45 - Not often we see a run like that. - Still at 45 shows big concerned about near-term volatility. --- S&P 500 top to bottom 7% move today - VIX was at 37 - back to 52 BREAK - IBKR Billionaires losing $$ - Do we feel bad? - Sample of losses on Liberation Day - Zuck lost $18B - Bezos lost $15B What? - Treasury Secretary Scott Bessent says Americans looking to retire aren't concerned about day...

S&P 500 was slightly up 0.04%. Asian equity markets were under pressure on Wednesday, with Japan and Taiwan performance particularly weak. Nikkei went down 3.93%, Hang Seng up 0.68%, Shanghai Composite +1.31%. European equity markets opened broadly lower, with STOXX 600 down 3 percent and FTSE 100 up 2.6%. Press declared US reciprocal tariffs came into effect with the clock moving past the 12:01 am ET deadline as stated by the White House. Most of the attention is on the highest tariff rate of 104% imposed on China. No further reaction came from Beijing so far though yesterday's backlash continued to reverberate. Full effects may take some time to filter through as goods already in transit as of midnight will be exempt as long as they arrive in the US by May 27th. Companies Mentioned: Apple, KKR, Assura, META

Today's Headlines: The global economy is spiraling as Trump doubles down on tariffs, threatening a 50% increase on China if they don't back down. Markets tanked again, swinging wildly after a false report hinted at a delay, and the chaos isn't just domestic — Japan's Nikkei dropped 8% and Europe's markets fell 4%. Congress remains largely inactive but a few Republican lawmakers are attempting to push back, Trump has already vowed to veto any bill on tariffs. The U.S. also slapped a 17% tariff on Israeli imports, despite Israel dropping theirs in solidarity. Meanwhile, the Supreme Court made two big moves: they temporarily blocked the return of a wrongfully deported Maryland man to El Salvador, but also allowed the administration to keep using an 18th-century law to deport immigrants with minimal due process — a decision so extreme even Amy Coney Barrett joined the dissent. And in Texas, 238 Venezuelan migrants — most with no criminal records — were deported to a maximum security prison in El Salvador. Resources/Articles mentioned in this episode: Bloomberg: Trump Threatens 50% More China Tariffs, Teases Talks With Others Axios: Stock markets lurch on false Trump tariff pause report Axios: Scoop: Trump issues veto threat on tariff bill  Times of Israel: Iran denies Trump's claim sides to hold direct nuclear talks, says Oman will mediate  Ap News: Chief Justice Roberts pauses order for return of Maryland man deported to El Salvador Axios: Supreme Court allows Alien Enemies Act deportations to resume  CBS News: U.S. sent 238 migrants to Salvadoran mega-prison; documents indicate most have no apparent criminal records Morning Announcements is produced by Sami Sage alongside Bridget Schwartz and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we talk about taxes, reciprocity, and recession.We also discuss falling indices, stagflation, and theories of operation.Recommended Book: The Serviceberry by Robin Wall KimmererTranscriptStagflation, which is a portmanteau of stagnation and inflation, is exactly what it sounds like: a combination of those two elements, usually with high levels of unemployment, as well, that can cause a prolonged period of economic sluggishness and strain that slows growth and can even lead to a recession.The term was coined in the UK in the 1960s to describe issues they were facing at the time, but it was globally popularized by the oil shocks of the 1970s, which sparked a period of high prices and slow growth in many countries, including in the US, where inflation boomed, productivity floundered, and economic growth plateaud, leading to a stock market crash in 1973 and 1974.Inflation, unto itself, can be troubling, as it means prices are going up faster than incomes, so the money people earn and have saved is worth less and less each day. That leads to a bunch of negative knock-on effects, which is a big part of why the US Fed has kept interest rates so high, aiming to trim inflation rates back to their preferred level of about 2% as quickly as possible in the wake of inflation surges following the height of the Covid pandemic.Stagnant economic growth is also troubling, as it means lowered GDP, reduced future outlook for an economy, and that also tends to mean less investment in said economy, reduced employment levels—and likely even lower employment levels in the future—and an overall sense of malaise that can become a self-fulfilling prophecy, no one feeling particularly upbeat about where their country is going; and that's not great economically, but it can also lead to all sorts of social issues, as people with nothing to look forward to but worse and worse outcomes are more likely to commit crimes or stoke revolutions than their upbeat, optimistic, comfortable kin.The combination of these two elements is more dastardly than just the sum of their two values implies, though, as measures that government agencies might take to curb inflation, like raising interest rates and overall tightening monetary policy, reduces business investment which can lead to unemployment. On the flip-side, though, things a government might do to reduce unemployment, like injecting more money into the economy, tends to spike inflation.It's a lose-lose situation, basically, and that's why government agencies tasked with keeping things moving along steadily go far out of their way to avoid stagflation; it's not easily addressed, and it only really goes away with time, and sometimes a very long time.There are two primary variables that have historically led to stagflation: supply shocks and government policies that reduce output and increase the money supply too rapidly.The stagflation many countries experienced in the 1970s was the result of Middle Eastern oil producing nations cutting off the flow of oil to countries that supported Israel during the 1973 Yom Kippur War, though a sharp increase in money supply and the end of the Bretton Woods money management system, which caused exchange rate issues between global currencies, also contributed, and perhaps even more so than the oil shock.What I'd like to talk about today is another major variable, the implementation of a huge package of new tariffs on pretty much everyone by the US, that many economists are saying could lead to a new period of stagflation, alongside other, more immediate consequences.—A tariff is a type of tax that's imposed on imported goods, usually targeting specific types of goods, or goods from a particular place.Way back in the day these were an important means of funding governments: the US government actually made most of its revenue, about 90% of it, from tariffs before 1863, because there just wasn't a whole of lot other ways for the young country to make money at the time.Following the War of 1812, the US government attempted to double tariffs, but that depleted international trade, which led to less income, not more—gross imports dropped by 71%, and the government scrambled to implement direct and excise taxes, the former of which is the tax a person or business pays that isn't based on transactions, while the latter is a duty that's paid upon the manufacture of something, as opposed to when it's sold.Tariffs resurfaced in the following decades, but accounted for less and less of the government's income as the country's manufacturing base increased, and excise and income taxes made up 63% of the US's federal revenue by 1865.Tax sources have changes a lot over the years, and they vary somewhat from country to country.But the dominant move in the 20th century, especially post-WWII, has been toward free trade, which usually means no or low tariffs on goods being made in one place and sold in another, in part because this tends to lead to more wealth for everyone, on average, at least.This refocus toward globalized free trade resulted in a lot of positives, like being able to specialize and make things where they're cheap and sell them where they're precious, but also some negatives, like the offshoring of jobs—though even those negatives, which sucked for the people who lost their jobs, have been positive for some, as the companies who offshored the jobs did so because it saved them money, the folks who were hired were generally paid more than was possible in their region, previously, and the people consuming the resulting goods were able to get them cheaper than would otherwise be feasible.It's been a mixed bag, then, but the general consensus among economists is that open trade is good because it incentivizes competition and productivity. Governments are less likely to implement protectionist policies to preserve badly performing local business entities from better performing foreign versions of the same, and that means less wasted effort and resources, more options for everyone, and more efficient overall economic operation, which contributes to global flourishing. And not for nothing, nations that trade with each other tend to be less likely to go to war with each other.Now that's a massively simplified version of the argument, but again, that's been the outline for how things are meant to work, and aside from some obvious exceptions—like China's protection of its local tech sector from foreign competition, and the US's protection of its aviation and car industries—it's generally worked as intended, and the world has become massively wealthier during this period compared to before this state of affairs was broadly implemented, post-WWII; there's simply no comparison, the difference is stark.There are renewed concerns about stagflation in the United States, however, because of a big announcement made by US President Trump on April 2, 2025, that slapped substantial and at times simply massive new tariffs on just about everyone, including the country's longest-term allies and most valuable trading partners.On what the president called “Liberation Day,” he announced two new types of tariff: one is a universal 10% import duty on all goods brought into the US, and another that he called a reciprocal tariff on imports from scores of countries, including 15 that will be hit especially hard—a list that includes China, EU nations, Canada, and Japan, among others.The theory of these so-called reciprocal tariffs is that Trump thinks the US is being taken advantage of, as, to use one example that he cited, the US charges a 2.5% tariff on imported cars, while the EU charges a 10% tariff on American cars imported to their union.The primary criticism of this approach, which has been cited by most economists and entities like the World Trade Organization, is that the numbers the US administration apparently used to make this list don't really add up, and seem to include some made-up measures of trade deficits, which some analysts suspect were calculated by AI tools like ChatGPT, as the same incorrect measures are spat out by commonly use chatbots like ChatGPT when they're asked about how to balance these sorts of things. But the important takeaway, however they arrived at these numbers, is that the comparisons used aren't really sensical when you look at the details.Some countries simply can't afford American exports, for instance, while others have no use for them. The idea that a country that can't afford American goods should have astoundingly large tariffs applied to their exports to the US is questionable from the get-go, but it also means the goods they produce, which might be valuable and important for Americans, be they raw materials like food or manufactured goods like car parts, will become more expensive for Americans, either because those Americans have to pay a higher price necessitated by the tax, or because the lower-price supplier is forced out of the market and replaced by a higher-price alternative.In short, the implied balance of these tariffs don't line up with reality, according to essentially everyone except folks working within Trump's administration, and the question then is what the actual motivation behind them might be.The Occam's Razor answer is that Trump and/or people in his administration simply don't understand tariffs and global economics well enough to understand that their theory on the matter is wrong. And many foreign leaders have said these tariffs are not in any way reciprocal, and that the calculation used to draw them up was, in the words of Germany's economic minister, “nonsense.” That's the general consensus of learned people, and the only folks who seem to be saying otherwise are the one's responsible for drawing these tariffs up, and defending them in the press.Things have been pretty stellar for most of the global economy since free trade became the go-to setup for imports and exports, but this administration is acting as if the opposite is true. That might be a feigned misunderstanding, or it might be genuine; they might truly not understand the difference between how things have been post-WWII and how they were back in the 1800s when tariffs were the go-to method of earning government revenue.But in either case, Trump is promising that rewiring the global order, the nature of default international trade in this way, will be good for Americans because rather than serving as a linchpin for that global setup, keeping things orderly by serving as the biggest market in the world, the American economy will be a behemoth that gets what it's owed, even if at the expense of others—a winner among losers who keep playing because they can't afford not to, rather than a possibly slightly less winning winner amongst other winners.This theory seems to have stemmed from a 1980s understanding of things, which is a cultural and economic milieu from which a lot of Trump's views and ideas seem to have originated, despite in many cases having long since been disproved or shown to be incomplete. But it's also a premise that may be more appealing to very wealthy people, because a lot of the negative consequences from these tariffs will be experienced by people in lower economic classes and people from poorer nations, where the price hikes will be excruciating, and folks in the middle class, whose wealth is primarily kept in stocks. Folks in the higher economic echolons, including those making most of these decisions, tend to make and build their wealth via other means, which won't be entirely unimpacted, but will certainly be less hurt by these moves than everyone else.It's also possible, and this seems more likely to me, but it's of course impossible to know the truth of the matter right now, that Trump is implementing a huge version of his go-to negotiating tactic of basically hurting the folks on the other end of a negotiation in order to establish leverage over them, and then starting that negotiation by asking what they'll do for him if he limits or stops the pain.The US is expected to suffer greatly from these tariffs, but other countries, especially those that rely heavily on the US market as their consumer base, and in some cases for a huge chunk of their economy, their total GDP, will suffer even more.There's a good chance many countries, in public or behind closed doors, will look at the numbers and decide that it makes more sense to give Trump and his administration something big, up front, in exchange for a lessening of these tariffs. That's what seems to be happening with Vietnam, already, and Israel, and there's a good chance other nations have already put out feelers to see what he might want in exchange for some preferential treatment in this regard—early reports suggest at least 50 governments have done exactly that since the announcement, though those reports are coming from within the White House, so it's probably prudent to take them with a grain of salt, at this point. That said, this sort of messaging from the White House suggests that the administration might be hoping for a bunch of US-favoring deals and will therefore make a lot of noise about initial negotiations to signal that that's what they want, and that the pain can go away if everyone just kowtows a little and gestures at some new trade policies that favor the US and make Trump look like a master negotiator who's bringing the world to heel.There's been pushback against this potentiality, however, led by China, which has led with its own, very large counter-tariffs rather than negotiating, and the EU looks like it might do the same. If enough governments do this, it could call Trump's bluff while also making these other entities, perhaps especially China, which was first out the door with counter-tariffs and statements about not be cowed by the US's bluster, seem like the natural successors to the US in terms of global economic leadership. It could result in the US giving away all that soft power, basically, and that in turn could realign global trade relationships and ultimately other sorts of relationships, too, in China's favor.One other commonly cited possibility, and this is maybe the grimmest of the three, but it's not impossible, is that Trump and other people in his administration recognize that the world is changing, that China is ascendent and the US is by some metrics not competing in the way it needs to in order to keep up and retain its dominance, and that's true in terms of things like manufacturing and research, but also the potential implications of AI, changing battlefield tactics, and so on. And from that perspective, it maybe makes sense to just shake the game board, knocking over all the pieces rather than trying to win by adhering to what have become common conventions and normal rules of play.If everyone takes a hit, if there's a global recession or depression and everything is knocked asunder because those variables that led to where we are today, with all their associated pros and cons, are suddenly gone, that might lead to a situation in which the US is hurt, but not as badly as everyone else, including entities like China. And because the US did the game board shaking, the US may thus be in a better position as everything settles back into a new state of affairs; a new state of affairs that Trump and his people want to be more favorable to the US, long-term.There's some logic to this thinking, even if it's a very grim, me-first, zero-sum kind of logic. The US economy is less reliant on global trade than the rest of the G20, the wealthiest countries in the world; only about 25% of its GDP is derived from trade, while that number is 37% for China, 63% for France, and a whopping 88% for Germany.Other nations are in a relatively more vulnerable position than the US in a less-open, more tariff-heavy world, then, and that means the US administration may have them over a barrel, making the aforementioned US-favoring negotiations more likely, but also, again, potentially just hurting everyone, but the US less so. And when I say hurting, I mean some countries losing a huge chunk of their economy overnight, triggering a lot more poverty, maybe stagflation and famines, and possibly even revolutions, as people worldwide experience a shocking and sudden decrease in both wealth and future economic outlook.Already, just days after Trump announced his tariffs, global markets are crashing, with US markets on track to record its second-worst three-day decline in history, after only the crash of 1987—so that's worse than even the crashes that followed 9/11, the Covid-19 pandemic, the debt crisis, and many others.Foreign markets are doing even worse, though, with Hong Kong's recently high-flying Hang Seng falling 13% in trading early this week, and Japan's Nikkei dropping 8%.Other market markers are also dropping, the price of oil falling to a pandemic-era level of $60 per barrel, Bitcoin losing 10% in a day, and even the US dollar, which theoretically should rise in a tariff scenario, dropping 0.1%—which suggests investors are planning for a damaging recession, and the US market and currency as a whole might be toxic for a while; which could, in turn, lead to a boom for the rest of the world, the US missing out on that boom.There are also simpler theories, I should mention, that tariffs may be meant to generate more profits to help pay for Trump's expanded tax cuts without requiring he touch the third-rails of Medicare or Social Security, or that they're meant to address the US's booming debt by causing investors to flee to Treasury bills, which has the knock-on effect of reducing the interest rates that have to be paid on government debt.That flight toward Treasuries is already happening, though it seems to be primarily because investors are fleeing the market as stocks collapse in value and everyone's worrying about their future, about stagflation, and about mass layoffs and unemployment.It may be that all or most of these things are true, too, by the way, and that this jumble of events, pros and cons alike, are seen as a net-positive by this administration.For what it's worth, too, the US Presidency doesn't typically get to set things like tariffs—that's congress' responsibility and right. But because Congress is currently controlled by Republicans, they've yet to push back on these tariffs with a veto, and they may not. There are rumblings within the president's party about this, and a lot of statements about how it'll ultimately be good, but that maybe they would have done things differently, but there hasn't been any real action yet, just hedging. And that could remain the case, but if things get bad enough, they could be forced by their constituents to take concrete action on the matter before Trump's promised, theoretical positive outcomes have the chance to emerge, or not.Show Noteshttps://www.everycrsreport.com/files/20060925_RL33665_4a8c6781ce519caa3e6b82f95c269f73021c5fdf.pdfhttps://en.wikipedia.org/wiki/Tariffhttps://www.washingtonpost.com/business/2025/03/31/tariffs-affect-consumer-spending/https://www.wsj.com/tech/exempt-or-not-the-chip-industry-wont-escape-tariffs-a6c771dbhttps://www.wsj.com/economy/central-banking/goldman-sachs-lifts-u-s-recession-probability-to-35-ce285ebchttps://www.axios.com/newsletters/axios-am-9d85eb00-1184-11f0-8b11-0da1ebc288e3.htmlhttps://apnews.com/article/trump-tariffs-democrats-economy-protests-financial-markets-90afa4079acbde1deb223adf070c1e98https://www.wsj.com/economy/trade/trade-war-explodes-across-world-at-pace-not-seen-in-decades-0b6d6513https://www.mufgamericas.com/sites/default/files/document/2025-04/The-Long-Shadow-of-William-McKinley.pdfhttps://x.com/krishnanrohit/status/1907587352157106292https://www.nytimes.com/2025/04/04/business/trump-stocks-tariffs-trade.htmlhttps://www.nytimes.com/2025/04/05/opinion/trump-tariffs-theories.htmlhttps://www.nytimes.com/2025/04/06/world/asia/vietnam-trump-tariff-delay.htmlhttps://www.nytimes.com/2025/04/06/world/europe/trade-trump-tariffs-brexit.htmlhttps://marginalrevolution.com/marginalrevolution/2025/04/why-do-domestic-prices-rise-with-tarriffs.htmlhttps://www.foxnews.com/politics/how-we-got-liberation-day-look-trumps-past-comments-tariffshttps://www.pbs.org/wgbh/frontline/article/trumps-tariff-strategy-can-be-traced-back-to-the-1980s/https://www.nytimes.com/2024/12/12/us/politics/trump-tv-stock-market.htmlhttps://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdfhttps://economictimes.indiatimes.com/news/international/us/over-50-countries-push-for-tariff-revisions-will-donald-trump-compromise-heres-what-the-white-house-said/articleshow/120043664.cmshttps://www.nytimes.com/2025/04/06/business/stock-market-plunge-investment-bank-impact.htmlhttps://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-07-25https://www.wsj.com/world/china/china-trump-tariff-foreign-policy-6934e493https://www.wsj.com/economy/in-matter-of-days-outlook-shifts-from-solid-growth-to-recession-risk-027eb2b4https://asia.nikkei.com/Business/Markets/Asia-Pacific-stocks-sink-from-Trump-s-tariff-barrage-Hong-Kong-down-13https://www.reuters.com/markets/eu-seeks-unity-first-strike-back-trump-tariffs-2025-04-06/https://www.washingtonpost.com/politics/2025/04/07/trump-presidency-news-tariffs/https://www.nytimes.com/2025/04/07/world/asia/china-trade-war-tariffs.htmlhttps://www.bloomberg.com/news/newsletters/2025-04-07/global-rout-carries-whiff-of-panic-as-trump-holds-fast-on-tariffshttps://en.wikipedia.org/wiki/Stagflationhttps://finance.yahoo.com/news/economists-fed-recent-projections-signal-120900777.htmlhttps://en.wikipedia.org/wiki/1973_oil_crisishttps://en.wikipedia.org/wiki/Economic_stagnation This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

S&P futures are pointing to a higher open, up +1.71%, as equity markets rebound following recent volatilities. Asian equities were broadly higher today, led by a +5.6% surge in Japan's Nikkei, while other markets posted more modest gains. European equities are staging recoveries in early trades, with major indices up near +2%. For today's highlight, Trump threatened China with an additional 50% tariff unless Beijing removes its retaliatory levies. China's Commerce Ministry responded, vowing to "fight to the end" if the US escalates further. Companies Mentioned: Marvell Technology, CVS Health

Ce mardi 8 avril 2025, on attend un rebond de la Bourse après d'importantes baisses face aux droits de douane agressifs annoncés par Donald Trump. Dans l'actualité reviennent donc les termes de Dow Jones, CAC40, Nasdaq... mais que signifient-ils exactement ? Cette saison dans "RTL Matin", Florian Gazan répond aux questions pas si bêtes qui nous passent par la tête. Distribué par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

//The Wire//2300Z April 7, 2025////ROUTINE////BLUF: GLOBAL MARKET TURMOIL RESULTS FROM TARIFF SHAKEUP. FORCE BUILDUP IN MIDDLE EAST CONTINUES.// -----BEGIN TEARLINE------International Events-Global: On the economic front, hallmarks of a global market correction began to be observed this morning. Last night the Japanese stock market crashed, with circuit breakers being tripped for futures trading (Nikkei 225). Taiwan and South Korea did not do much better as circuit breakers were also tripped for their respective futures products as well as products linked to Taiwan's semiconductor production giant TSMC.Following the exceptionally chaotic market fluctuations this morning, President Trump announced on social media that the United States will increase the tariffs on China by an additional 50% if China does not remove their additional tit-for-tat tariff implementations. AC: As the United States has already implemented a 20% tariff on China, plus an additional 34% tariff, an additional 50% tariff on top of these previous taxes means China is looking at a potential 104% tariff being implemented in two days (if the situation doesn't change).Middle East: The Charles de Gaulle Carrier Strike Group (CSG) was observed transiting north through the Suez Canal this morning, leaving the two American carriers the only one's in the CENTCOM AOR. Minor repositioning was observed at Diego Garcia as of this morning, with 6x B2's still on site with their respective refueling aircraft. Over the weekend, Israeli media claimed that the elusive THAAD battery that was originally in South Korea has been transferred to Israel.AC: If this is true (and it likely is), this brings the total in Israel to two of these missile defense systems.-HomeFront-New York: Over the weekend a mass stabbing was reported at an apartment building in Brooklyn. Local authorities state that a man had a mental episode which resulted in him attempting to murder four young family members. 4x children were wounded in the attack, and the attacker was neutralized by police during their response.Texas: A local measles outbreak has gained national attention following the death of a second child from the disease. HHS Secretary RFK Jr. visited Gaines County yesterday, and announced the deployment of CDC personnel to the area. RFK Jr. also stated on social media that "The most effective way to prevent the spread of measles is the MMR vaccine".Washington D.C. - Over the weekend, FBI Director Kash Patel promoted the highly-controversial Steven Jensen to lead the Field Office in Washington D.C. Previously Jensen served as the chief of the Domestic Terrorism Operations Section within the Counterterrorism Division.-----END TEARLINE-----Analyst Comments:While many may have forgotten, Steven Jensen is a highly controversial pick for this position as he was one of the masterminds within the FBI to investigate parents speaking at school board meetings as terrorists under the command of AG Merrick Garland in 2021.As he was the Chief of the Domestic Terrorism Operations Section (also in 2021), Jensen was also the lead FBI decision maker behind the J6 investigations, and enthusiastically carried out the targeting of J6 participants on that day, and for many months afterwards. In short, Jensen is the man who provided the legwork for the J6 investigation, and he is one of the main persons responsible for why Trump himself had to pardon many J6 participants. Now, Jensen has been promoted into a very prestigious position at the FBI, leading the Field Office in Washington.Due to the highly controversial nature of this pick, this promotion was not advertised with much fanfare. However, Patel passively confirmed the move himself by reposting an article on social media referencing the personnel change.On the information and econo

Asian markets took a nose dive overnight. The Nikkei dropped more than 8%. Global markets are caught in the undertow of Trump's new tariffs. Over the weekend, as Trump flew off to play golf, he said of the market downturn, “sometimes you have to take medicine to fix something.” This as markets continue to plummet. Iheart TV and radio political analyst Gary Fietrich will be in to talk about the tariff fallout and more.We welcome David Sirota to The Mark Thompson Show. David is the founder and editor-in-chief of The Lever, an investigative news site focused on exposing the negative influence of corporate corruption.Karen Dawn, of Dawn Watch, will stop through to talk about animals.The Mark Thompson Show 4/7/24Patreon subscribers are the backbone of the show! If you'd like to help, here's our Patreon Link:https://www.patreon.com/themarkthompsonshowMaybe you're more into PayPal.  https://www.paypal.com/donate/?hosted_button_id=PVBS3R7KJXV24And you'll find everything on our website: https://www.themarkthompsonshow.com

This is the Catchup on 3 Things by The Indian Express and I'm Flora Swain.Today is the 7th of April and here are today's headlines.Domestic benchmark equity indices Sensex and Nifty plummeted over 5 per cent this morning, following a sharp decline in US futures triggered by United States President Donald Trump's sweeping reciprocal tariffs last week. The BSE's 30-share Sensex nosedived 5.19 per cent, dropping 3,914 points to open at 71,449.94. Meanwhile, the broader Nifty slipped 5 per cent, or 1,146.05 points, opening at 21,758.4.How Asian markets opened? As trading resumed Monday, Asian stock markets crashed and the sell-off was widespread with Tokyo's Nikkei 225 dropping nearly 8%, Australia's S&P/ASX 200 falling over 6%, and South Korea's Kospi shedding 4.4%. Oil prices also continued their downward slide, with the US benchmark crude dropping 4 per cent. The sharp declines followed a massive meltdown on Wall Street on Friday, as Trump's tariffs and retaliatory measures from China stoked fears of a full-blown trade war and heightened concerns over a potential global economic recession. US companies with significant exposure to China saw some of the steepest losses.Chief Justice of India Sanjiv Khanna on Monday said that he will take a call on listing petitions challenging the changes made to the waqf law. The CJI conveyed this to senior advocate Kapil Sibal, who brought up the matter before a Supreme Court bench presided by him. Sibal said that a petition had been filed by Maulana Arshad Madani, president of the Jamiat Ulema-i-Hind, a body of Muslim clerics. The CJI pointed out that a system is already in place to request listing of cases by emailing the court and said it should be followed and oral mentioning should be avoided. Sibal said he had sent the email request, following which the CJI said that he will examine it in the afternoon.As Indian stock markets plunged 5 per cent, the Congress Monday took a swipe at Prime Minister Narendra Modi, claiming that both United States President Donald Trump and he are experts in causing “self-inflicted wounds” to their respective economies. The bloodbath tracking Asian markets came in the wake of concerns over escalation in trade wars following the reciprocal tariff announcements by the US. In a post on X, Congress general secretary in-charge communications Jairam Ramesh wrote: “It is no wonder that Mr. Modi and Mr. Trump describe themselves as good friends. Both are experts in giving their economies self-inflicted wounds.”Ahead of this year's Hajj pilgrimage, the Kingdom of Saudi Arabia (KSA) has temporarily suspended the issuance of visas to citizens of 14 countries. The government will refrain from the issuance of Umrah, business, and family visit visas until mid-June 2025, which coincides with the conclusion of Hajj. The ban comes amid efforts to manage overcrowding associated with the Hajj pilgrimage and to prevent individuals from attempting to perform Hajj without proper registration, as stated by Saudi officials. This measure aims to avert a recurrence of last year's Hajj stampede, which resulted from extreme heat and the influx of unregistered pilgrims. Saudi Crown Prince Mohammad bin Salman has directed authorities to enhance visa regulations. According to the revised rules, the final day to apply for an Umrah visa this year is April 13, 2025. Furthermore, no new Umrah visas will be issued until after Hajj concludes.That's all for today. This was the CatchUp on 3 Things by The Indian Express.