Podcasts about Nikkei

Wall St closed modestly lower on Tuesday as investors shifted focus from tariffs to first quarter earnings results. The Dow Jones lost 0.38%, the S&P500 fell 0.17% and the tech-heavy Nasdaq ended the day down 0.05%. Bank of America rose 3.6% yesterday after exceeding analysts' expectations for Q1 results, while Untied Airlines and Netflix are also expected to report this week. Boeing shares fell more than 2% though on Tuesday on reports that Beijing ordered Chinese airlines not to take anymore of the company's planes.In Europe overnight, markets in the region rose amid investor optimism of further tariff exemptions to come from the White House. The STOXX 600 rose 1.6%, Germany's DAX added 1.3%, the French CAC gained 0.9% and, in the UK, the FTSE100 ended the day up 1.5%.Across the Asia region on Tuesday, markets mostly rose in the region as a tech rally boosted investor sentiment. Japan's Nikkei rose 0.84%, South Korea's Kospi Index gained 0.88%, India's Nifty 50 rose 2.18% and Hong Kong's Hang Seng ended the day up 0.23%.The local market rallied for a second session on Tuesday with a gain of 0.17% after a day of relative calm with minimal news on the tariff front out of the White House. Investors increasingly sought out defensive stocks on Tuesday with CSL and CBA rising 2.56% and 0.87% respectively.The high growth tech sector came under pressure on Tuesday despite strength on the Nasdaq on Monday and Trump's exemption of key tech tariffs. KFC Australia operator Collins Food Group fell over 7.7% on Tuesday after announcing the results of its strategic review including the exiting of its Taco Bell operations in Australia and further expansion of KFC into Germany.Accent Group on the other hand rallied over 4.5% after announcing it will launch and operate leading global sports retailing business, Sports Direct to Australia and New Zealand. The leading Australian retailer also announced a long-term strategic relationship with Frasers Group, a global retailer of sports, premium and luxury brands based in London, with Frasers also increasing its stake in Accent Group to 19.57%.What to watch today:The Aussie dollar has further strengthened against the greenback to buy 63.48 US cents, 90.82 Japanese Yen, 48.08 British Pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning, oil is trading 0.33% lower at US$61.32/barrel, gold is up 0.5% at US$3227.51/ounce and iron ore is up 0.13% at US$100.08/tonne. Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down just 0.04% Trading Idea.s:Bell Potter has downgraded the rating on Evolution Mining (ASX:EVN) from a buy to a hold and have raised the 12-month price target on the gold and copper miner from $7.89 to $8.10 following the release of the company's March quarter report which came in strong as Bell Potter was expecting. The downgrade to a hold simply follows recent share price appreciation.Trading Central has identified a bullish signal on Universal Stores (ASX:UNI) following the formation of a pattern over a period of 38-days which is roughly the same amount of time the share price may rise from the close of $7.46 to the range of $10.10 to $10.70 according to standard principles of technical analysis.

(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

Wall Street ended the rollercoaster week of last week in the green on Friday after possibly the most volatile week in NYSE history as investors responded live to Trumps tariff updates as they were announced. The Dow Jones rose 1.56%, the S&P500 rose 1.81% and the Nasdaq ended the last trading session of the week up 2.06%. The rise in investor optimism on Friday was due to the White House remaining optimistic a deal on tariffs would be done with China. Let's hope for some more clarity and calm on global markets this week.In Europe on Friday markets in the region closed mostly lower to round off a choppy week for stocks in the Eurozone. The STOXX 600 fell 0.1%, Germany's DAX fell 0.9%, the French CAC dropped 0.3%, and, in the UK, the FTSE100 ended the day up 0.64%.Across the Asia region on Friday markets closed mixed as investors assessed escalating trade wars with the US. Japan's Nikkei lost almost 3%, South Korea's Kospi index fell 0.5%, but Hong Kong's Hang Seng rose 1.13% and China's CSI index ended the day up 0.41%.Locally on Friday the ASX200 fell 0.82% with every sector aside from consumer discretionary stocks ending the day in the red, with healthcare taking the biggest hit amid Trump's latest tariff announcement on producers in the sector. For the week, the ASX200 lost just 0.28% despite the extreme highs and lows of the trading week.What to watch today:Gold miners rallied last week as the price of the precious commodity topped US$3200/ounce for the first time later in the week.On the commodities front this morning oil is trading 2.38% higher at US$61.50/barrel, gold is up 1.5% at US$3236.55/ounce and iron ore is up just 0.06% at US$99.95/tonne.The Aussie dollar has slightly improved against most currencies to buy 62.86 US cents, 90.64 Japanese Yen, 49.03 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 day up 0.23%.This week will be interesting on the tariffs front as we ended last week with Trump raising total tariffs on China to 145% but backtracked on electronics and certain imports that support large caps like Apple.Trading Ideas:Bell Potter has downgraded the rating on Lynas Rare Earths (ASX:LYC) from a hold to a sell as the analyst believes valuation has been overextended and the current share price prices in optimistic expectations. The analyst still believes Lynas is a high-quality business with viable growth options and a strong management team.Trading Central has identified a bullish signal on Waypoint REIT (ASX:WPR) following the formation of a pattern over a period of 90-days which is roughly the same amount of time the share price will rise from the close of $2.50 to the range of $2.65 to $2.69 according to standard principles of technical analysis.

Wall Street started the new trading week in the green as investors welcomed the latest tariff exemption from Trump in the form of smartphones and computers in addition to other devices and components like semiconductors. The Dow Jones rose 0.78% on Monday, the S&P500 gained 0.79% and the tech-heavy Nasdaq ended the day up 0.64%. While the tariff exemption is welcome right now, Trump teased on Sunday that the exemptions are not permanent, i.e. the Trump tariff rollercoaster continues.In Europe on Monday, markets closed higher as Trump exemptions boosted investor sentiment, temporarily. The STOXX 600 rose 2.7%, Germany's DAX gained 2.6%, the French CAC added 2.4% and, in the UK, the FTSE100 ended the day up 2.4%.Across Asia to start the week, markets in the region rallied as investor appetite for growth and tech stocks rose on Trump's latest exemption announcement. Hong Kong's Hang Seng rose 2.4%, China's CSI index added 0.23%, Japan's Nikkei rose 1.18%, and South Korea's Kospi Index ended the day up 0.95%.Locally on Monday, the ASX200 started the new trading week with a significant rise of 1.3% as investors hold high hopes tariff relief after President Trump began scaling back some tariffs in recent days. Mining stocks regained momentum yesterday with the materials sector rising %, while 10 of the 11 sectors ended the day in the green.Neuren Pharmaceuticals soared 21% yesterday after the drug maker announced the US FDA has approved the outcomes of a key trial of the company's second drug candidate for the treatment of Phelan-McDermid Syndrome in Children, which paves the way for the company's final US FDA approval of the drug before it hits the market.Gold miners are again drawing investor attention as the price of the precious commodity rallied to yet another fresh record high on Monday and UBS lifted its gold price forecast for the second time in a week, this time to an average of US$3500/ounce in 2026.On the commodities front this morning, oil is trading 0.18% higher at US$61.61/barrel, gold is down 0.74% at US$3212.46/ounce and iron ore is up just 0.06% at US$99.95/tonne.What to watch today:The Aussie dollar has further strengthened against the greenback overnight to buy 63.24 US cents, 90.50 Japanese Yen, 48.11 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Tuesday's trading session here in Australia, the SPI Futures are anticipating the local market will open the day up 0.23% tracking global market gains overnight.Trading Ideas:Bell Potter has raised the 12-month price target on De Grey Mining (ASX:DEG) from $1.97 to $2.58 and maintain a hold rating on the gold exploration and development company after Gold Road Resources announced its intention to vote in favour of the proposed all-scrip acquisition of DEG by Northern Star, as Gold Road Resources has an approximate 17.3% stake in DEG.Trading Central has identified a bullish signal on SRG Global (ASX:SRG) following the formation of a pattern over a period of 21-days which is roughly the same amount of time the share price may rise from the close of $1.25 to the range of $1.38 to $1.42 according to standard principles of technical analysis.

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.

With Prime Minister Shigeru Ishiba pleading for tariff relief and Warren Buffett still betting big, is Japan signaling deep value - or deeper trouble? Japan’s stock market is in turmoil - but could this still be a good time to hunt for Japanese companies that could be dividend gems? Fresh off a investor roadshow trip to Japan, Willie Keng, Founder of Dividend Titan, shares on-the-ground investor sentiment and his read of Japanese companies amid the recent 23% Nikkei plunge and surging trade tensions. He dives into dividend resilience, political risks, and hidden yield plays investors may be missing. From Berkshire’s bold bond moves to sector surprises, discover where caution meets opportunity. A timely listen for anyone eyeing Japan’s chaos with curiosity - and a long-term lens.See omnystudio.com/listener for privacy information.

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

Jesús Sánchez-Quiñones, director general de Renta 4 Banco, ha comentado las principales claves del día para los mercados: "Comenzamos con caídas bastante elevadas en las bolsas europeas el día en que entran en vigor los aranceles recíprocos de este año. Hemos tenido también caídas importantes en el Nikkei, y en China sí que ha estado plano. Y lo más llamativo es la subida de los tipos de interés de los bonos".

東京都心部の新築マンションは価格高騰が続き、1億円を超す「億ション」はもはや珍しくありません。居住目的に加え投資対象としても人気が高いことが背景にあります。今後の見通しやマンション購入で重要になるポイント、タイミングなどを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。 ■Minutes by NIKKEI編集長　渡部加奈子　1992年生まれ。日本経済新聞社に記者として入社後、日経電子版の連載「朝刊1面を読もう」の企画、YouTubeのニュース解説などコンテンツマーケティングに従事。産休・育休をへて2023年に現職。 【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（高野敦編集長） ▽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）

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.

Asian equities rebound after hitting an 18-month low while Wall Street futures are in the green following a volatile session on Monday. The Nikkei is up following the news that Tokyo is granted priority in U.S. trade talks with a negotiating team due to arrive in Washington D.C. later today. Beijing vows to ‘fight to the end' against American ‘blackmail' after President Trump threatens to double tariffs on China this week. Brussels prepares retaliatory measures against the U.S. but also believes that a ‘zero-to-zero' tariff deal is possible. We hear from Banca Monte di Paschi di Siena CEO Luigi Lovaglio who says Europe is able to ride out the tariff turmoil. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Javier Etcheverry, Analista de mercados, comenta la situación de los mercados en un contexto de mucha volatilidad. El analista nos cuenta que “estamos en una zona de congestión de precios, tendrían que pasar muchas cosas para que el mercado siga cayendo”. Para la opinión de Etcheverry, “con el techo de deuda que había, las correcciones eran inevitables”. En cuanto a las oportunidades que hay actualmente, el analista explica que “empezaría a comprar ligeramente, si mi cartera fuese de 100, compraría un 20%”, además asegura que “no entraría en los índices principales” y centra su atención en el índice de la India, el SENSEX, o el NIKKEI de Tokio, ya que no ve claro entrar en acciones concretas.

Pedestrians walk past a board showing the numbers of the Nikkei Stock Average on the Tokyo Stock Exchange in Japan on Monday. Tokyo stocks plunged on Monday, with the benchmark Nikkei index suffering its third-largest point drop on record, as global sell-offs continued amid intensifying fears of an all-out trade war and a global economic recession triggered by the United States' tariff hikes.周一，在日本东京证券交易所，行人从显示日经平均指数的电子屏前走过。由于对全面贸易战和由美国加征关税引发的全球经济衰退的担忧不断加剧，全球市场持续抛售，东京股市周一大幅下跌，基准日经指数录得史上第三大点数跌幅。While the Chinese stock market was not immune from Monday's global stock market meltdown after the United States announced wide-ranging tariffs, the A-share market will likely gain continued favor from investors, as China has plenty of policy room in the midterm to long run and its economy is resilient enough to offset the impact of the sweeping tariffs, said experts.专家表示，尽管中国股市未能免受周一美国宣布大范围关税后全球股市崩盘的影响，A股市场仍有望继续受到投资者青睐，因为从中长期看，中国政策空间充足，且经济韧性足以抵御广泛关税带来的冲击。Although the benchmark Shanghai Composite Index and Shenzhen Component Index were down by 7.34 percent and 9.66 percent respectively on Monday, action was taken immediately. Central Huijin Investment, an arm of China's sovereign wealth fund, said during the late trading hours on Monday that it had increased its holdings in exchange-traded funds.尽管基准指数上证综指和深证成指周一分别下跌7.34%和9.66%，但相关应对举措也已迅速出台。中国主权财富基金下属的中央汇金投资公司周一晚间交易时段表示，它已增持交易所交易基金。Fully acknowledging the A-share market's current investment value, Central Huijin said it would increase its exposure and firmly safeguard the stable operation of the capital market.中央汇金充分认识到A股市场当前的投资价值，表示将加大投资力度，坚决维护资本市场的稳定运行。A sell-off swept the global market after US President Donald Trump signed an executive order on Wednesday to impose a 10 percent baseline tariff on all imports to the United States. The policy includes tariffs as high as 34 percent on imports from China and 20 percent from the European Union.美国总统唐纳德·特朗普周三签署行政令，对所有进口到美国的产品征收10%的基准关税。该政策包括对从中国进口的产品征收高达34%的关税，对从欧盟进口的产品征收高达20%的关税。该措施引发全球市场大规模抛售潮。Japan's Nikkei 225 closed 7.83 percent lower on Monday, while Hong Kong's Hang Seng Index slumped 13.22 percent. The pan-European STOXX 600 was 6 percent lower shortly after the opening bell, and Germany's DAX index was more than 9.5 percent lower during early deals.日本日经225指数周一收盘下跌7.83%，香港恒生指数下跌13.22%。泛欧斯托克600指数开盘后不久下跌6%，德国DAX指数早盘跌幅超过9.5%。The US stock market also fell victim to the country's tariff regime. The Nasdaq plunged 5.8 percent on Friday to end the week by losing over 10 percent, signaling the entry of a bear market for the first time since 2022, according to Dow Jones Market Data. The S&P 500 nosedived 9.08 percent over the past week, while the Dow Jones slumped 7.86 percent, with both reporting their biggest weekly losses since March 2020.美国股市也成为中国关税政策的牺牲品。道琼斯市场数据显示，纳斯达克指数周五暴跌5.8%，本周收盘跌幅超过10%，标志着美国股市自2022年以来首次进入熊市。标普500指数过去一周暴跌9.08%，道琼斯工业平均指数下跌7.86%，均创下2020年3月以来的最大单周跌幅。Zhang Bin, deputy director of the Institute of World Economics and Politics at the Chinese Academy of Social Sciences, said that the latest US tariff policies are "unprecedented" for this generation. Bringing harm both to the US and other economies, the chain effects are hard to predict. Under such circumstances, it is also difficult to foresee the bottom of the US economy and its capital market.中国社会科学院世界经济与政治研究所副所长张斌表示，美国最新的关税政策对这一代人来说是“史无前例的”。对美国和其他经济体都造成了伤害，其连锁效应难以预测。在这种情况下，也很难预见美国经济和资本市场的底部。But most domestic and international investors still have a relatively optimistic outlook with regard to China's economic growth and its capital market. China's development of new technologies and the upgrading of its traditional industries have buoyed economic activity and facilitated the recovery of the capital market, he said.但大多数国内外投资者对中国经济增长和资本市场仍持相对乐观的态度。他说，中国新技术的发展和传统产业的升级刺激了经济活动，促进了资本市场的复苏。China has much room for more policies to expand domestic demand, facilitate industrial growth and stabilize exports. The current valuation of Chinese stocks is quite low when compared with historic levels. This indicates the greater appeal of the Chinese capital market, added Zhang.张斌补充表示，中国在扩大内需、促进工业增长和稳定出口方面还有很大的政策空间。与历史水平相比，中国股市目前的估值相当低。这表明中国资本市场的吸引力更大。In the near term, investors across the globe will lower their risk appetite and adopt a wait-and-see stance in anticipation of a recession due to the US tariffs, said Qiu Xiang, chief strategist of CITIC Securities. But A shares will show higher resilience than Hong Kong stocks or those listed on the US stock market, mainly due to the investor structure.中信证券首席策略师邱翔表示，短期内，全球投资者将降低风险偏好，采取观望态度，以应对美国关税导致的经济衰退。但由于投资者结构不同，A股市场的韧性将高于香港股市和在美上市股票。China's policies to offset the aggravated external impact may be implemented earlier or to a greater extent, he said.他表示，中国抵消外部影响加剧的政策可能会会更早出台，或力度更大。Yi Huan, chief macroeconomist at Huatai Securities, agreed that China may come up with stronger countercyclical policies, including boosting consumption and increasing government investment, as well as further energizing the capital market and the property sector.华泰证券首席宏观经济学家易欢也认为，中国可能会出台更有力的逆周期政策，包括促进消费和增加政府投资，以及进一步激发资本市场和房地产行业的活力。In a report released on Sunday, Goldman Sachs, a US investment bank, expected Chinese policymakers to accelerate fiscal easing measures to offset the drag on growth from the higher tariffs announced by the US.美国投行高盛周日发布的一份报告预计，中国决策者将加快财政宽松措施，以抵消美国宣布提高关税对经济增长的拖累。Mark Haefele, chief investment officer of UBS Global Wealth Management, said on Monday that it holds a "neutral" rating on A shares, given the negative impact of the US tariff policies and the potential retaliatory measures. Investors are advised to look for opportunities in certain State-owned enterprises and high-dividend stocks from the finance, telecommunications, public utility and energy sectors, as these can provide stable returns amid market fluctuations, he said.瑞银全球财富管理首席投资官马克·海费尔周一表示，鉴于美国关税政策和潜在报复措施的负面影响，该行对A股维持“中性”评级。他表示，建议投资者在金融、电信、公用事业和能源等行业寻找某些国有企业和高股息股票的机会，因为这些股票可以在市场波动中提供稳定的回报。In a survey released on Monday, HSBC said that 34 percent of respondents had a positive outlook on the Chinese stock market, higher than the emerging market average and 15 percentage points higher than the last survey conducted in December. The A-share market is thus rated as the top choice among all emerging markets.汇丰银行周一发布的一项调查显示，34%的受访者对中国股市持乐观态度，高于新兴市场平均水平，比去年12月进行的上一次调查高出15个百分点。A股市场因此被评为所有新兴市场中的首选。Meanwhile, these investors, mostly from financial institutions, believed that China's economic stimulus packages will help it to achieve its growth targets both in the short and long term.同时，这些多数来自金融机构的投资者认为，中国的经济刺激计划将有助于其实现短期和长期的增长目标。Murat Ulgen, HSBC's global head of emerging markets research, said that such optimism has reflected investors' confidence in a rebound in China's economic activity, expectations of further stimulus and upbeat sentiment toward the technology sector.汇丰新兴市场研究全球主管穆拉特·乌尔根表示，这种乐观情绪反映了投资者对中国经济活动反弹的信心、对进一步刺激措施的预期以及对科技行业的乐观情绪。tariff hiken.加征关税plungev. / n.骤跌，暴跌risk appetite风险偏好sell-offn.抛售（尤指因恐慌）bear market熊市（股价普遍下跌的市场）retaliatoryadj.报复性的countercyclical policies逆周期政策capital market资本市场baseline tariff基准关税emerging markets新兴市场upbeat sentiment乐观情绪market volatility市场波动wait-and-see stance观望态度

Asian stocks staged a modest recovery on Tuesday, rebounding from the past three trading days of what was a “garden-variety” correction. Most regional stock indices saw sharp gains today, with the Nikkei soaring nearly 7%. Meanwhile, the Chinese yuan depreciates to its weakest level since late 2023.Over in Singapore markets, Straits Times Index down 12% over the two weeks – a crisis or a buying opportunity? So how do we make use of all these? On Market View, Willie Keng speaks to Kelvin Wong, Senior Market Analyst, OANDA, to find out more about the latest market movements.See omnystudio.com/listener for privacy information.

//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.

Asian equities fall with the Nikkei hitting an 18-month low as China retaliates against President Trump's sweeping tariffs policies. U.S. equity futures also indicate a heavy sell-off after $5tn in market cap was wiped off the S&P 500 in just two days. Europe is also set lower today as European Union trade ministers gather in Luxembourg to discuss an appropriate tariff response. And in media news, the Trump administration is forced to extend the TikTok deadline as Beijing abandons the deal at the last moment over the last week's tariff controversy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Donald Trump van Amerika se omvattende tariewe stuur steeds skokgolwe deur die wêreld se finansiële markte. Markte in Asië het vanoggend getuimel met Japan se Nikkei wat kort na opening met meer as 8 persent gedaal het, en Suid-Korea se Kospi met meer as 4,8 persent. Australië se ASX 200-indeks het vanoggend met sowat 6,3 persent gesak. Wat die markte se daling betref, het Trump het aan joernaliste op Air Force One gesê ʼn mens moet soms medisyne drink om iets reg te maak:

A flight from global equities accelerated Monday and investors piled into haven assets as the fallout from US President Donald Trump’s tariffs deepened after China slapped retaliatory measures. From Sydney to Tokyo, Asian stocks plunged at the open along with commodities such as oil and copper. Trading of Nikkei 225 and Topix futures was suspended earlier as a circuit breaker was triggered due to a glut of sell orders, according to a notice on Japan Exchange Group's website. Yields on two-year Treasuries, the most policy sensitive bonds, dropped as much as 22 basis points while the Japanese yen and Swiss franc surged. Chinese stocks are bracing for a grim day when trading resumes after an extended weekend, during which Beijing announced 34% tariffs on all imports from the US. A gauge of US-listed Chinese shares fell 8.9% on Friday. For perspective on the week ahead for markets, we speak with Helen Zhu, Chief Investment Officer and Managing Director at NF Trinity. The tariff moves underscore the heightened concerns across financial markets as Trump attempts to reshape the global trade in Washington’s favor, increasing the risk of a recession. Federal Reserve Chair Jerome Powell made clear that the central bank won’t rush to react to the tariffs, which are likely to have a significant effect on the US economy, including slower growth and higher inflation. We explore what the global selloff could mean for monetary policy with Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management.See omnystudio.com/listener for privacy information.

Die Aktienmärkte setzen ihre Abwärtsbewegung ungebremst fort. Weltweit verzeichnen Aktienindizes deutliche Verluste – darunter etwa der SMI, Eurostoxx und Nikkei. Belastungsfaktor bleibt die Eskalation im Handelskonflikt, verbunden mit wachsenden Rezessionssorgen und gesenkten Prognosen. SMI: -5.2%   

Zu Beginn der neuen Woche zeigten sich Börsianer weiterhin sehr nervös. Der Trump-Crash aus der vergangenen Woche setzte sich global fort. In Hongkong ging es um mehr als 13 Prozent nach unten, während der japanische Nikkei 225 knapp 8 Prozent an Wert verlor und auf ein 18-Monats-Tief fiel. Im deutschen Leitindex DAX lag das Minus zeitweise bei rund 10 Prozent. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Con Jorge Bustos y Pilar Cisneros, la última hora en mediodía Cope. Estar informado. ¿Qué tal? Soy Jorge Bustos, bienvenido al mediodía de este lunes 7 de abril, lunes negro. Desplome generalizado de las bolsas, ecos del crack del 29, que ya es el crack del 25. La bolsa de Hong Kong ha caído a plomo, por ejemplo, ha perdido más del 13%, el Nikkei, pues en torno a un 7, nuestro IBEX está dejando un 5%. Londres, París o Milán están igual o peor. Todos los inversores del mundo han entrado en modo pánico porque temen la posibilidad creciente de una recesión. Y claro, acaba siendo una profecía ...

Wall Street started the new trading week mostly in the red as investors piled out of equities for a third straight session after President Trump threatened even higher tariffs against China on Monday. Trading volume hit the highest level in 18 years yesterday with markets trading around 29 billion shares. The Dow Jones fell 0.91% on Monday, the S&P500 shed 0.23% and the tech-heavy Nasdaq ended the day up 0.1%.In Europe overnight, markets in the region started the new trading week lower as investors continue to fear the global fall out of Trump's Tariffs and implications on economic activity in the Eurozone. The STOXX 600 tumbled 4.54%, Germany's DAX lost 4.26%, the French CAC plummeted 4.8%, and in the UK, the FTSE100 ended the day down 4.4%.Asia markets started the week with another sea of red as global trade war fears escalate following China's reciprocal tariff announcement on Friday. Hong Kong's Hang Seng plummeted 13.22%, China's CSI index fell 7.05%, Japan's Nikkei tumbled 7.83% and South Korea's Kospi index ended the day down 5.57%.Locally on Monday, the ASX200 tanked over 4% to post the biggest loss in 5-years after China retaliated with tariffs on US goods, escalating the global trade war and tensions on a global scale.Abacus Storage King was among the only winners on Monday with a rally over 20% after its majority investor Ki Corporation and NYSE-listed Public Storage lobbed a proposal to buy the remaining stake for $1.47 a share.Market heavyweights tanked yesterday, with CBA diving over 6%, so too did BHP and other miners as the price of iron ore slumped on global trade and demand concerns.What to watch today:Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.75% to recover some of the heavy losses experienced in recent days.On the commodities front this morning, the sea of red continues with oil trading 1.12% lower at US$61.29/barrel, gold is down 1.65% at US$2987/ounce and iron ore is down 1.5% at US$102.64/tonne.The Aussie dollar has further weakened against the USD overnight to buy US$0.59, 88.67 Japanese Yen, 47.08 British Pence and NZ$1.08.Trading Ideas:Bell Potter has initiated coverage of Trajan Group (ASX:TRJ) with a buy rating and a 12-month price target of $1.50 on the global developer of scientific measurement devices as the analyst sees the company is returning to growth. The analyst sees Trajan Group as offering deep value given it is trading at a 47% discount to close peer Tecan and a 60^ discount to major US peers.And Trading Central has identified a bearish signal on EBR Systems (ASX:EBR) following the formation of a pattern over a period of 52-days which is roughly the same amount of time the share price may fall from the close of $1.39 to the range of 75 to 85cps according to standard principles of technical analysis.

Toyota gaat binnen nu en twee jaar het aanbod van elektrische modellen verdrievoudigen. Momenteel verkoopt Toyota vijf elektrische modellen en dat moeten er in 2027 vijftien zijn. Ook het aantal productielocaties wordt uitgebreid, van twee naar vijf, meldt de Japanse zakenkrant Nikkei. Het merk wil in 2027 een miljoen elektrische auto's produceren. Vorig jaar verkocht Toyota slechts 140.000 EV's. Verder in de auto-update: Tankstations moeten in Amsterdam mogelijk plaatsmaken voor laadinfrastructuur. Jaguar Land Rover pauzeert de export naar Verenigde Staten De hogere importheffing op auto's in Amerika geldt niet voor klassiekers.See omnystudio.com/listener for privacy information.

Wall St was smashed again on Friday as investors fled equities amid concerns over Trump's latest tariff implications on the US economy. The Dow Jones tumbled 5.5%, the S&P500 lost 5.97% and the tech-heavy Nasdaq plunged 5.8%. China's commerce ministry said on Friday that it will impose a 34% levy on all US products without negotiation with President Trump, while tech and other stocks with exposure to China also tumbled as investors brace for impact on such company's sales, financials and growth outlook.In Europe on Friday, markets in the region closed sharply lower as investors digested Trump's liberation day tariffs and after China retaliated with tariffs on the US. The STOXX 600 fell 5%, Germany's DAX fell 4.7%, the French CAC lost 4.3% and, in the UK, the FTSE100 ended the day down just shy of 5%.Across the Asia region to end the week, markets closed lower as the global tariff sell-off extended into the region. China's CSI index fell 0.59%, Japan's Nikkei tumbled over 4%, Hong Kong's Hang Seng declined 1.52% and South Korea's Kospi Index ended the day down 0.76%.The local market tumbled 2.4% on Friday erasing 57b$ from the ASX200 after global markets reacted to Trump's liberation day tariff handouts that were larger and broader than expected.Our market followed the US free-fall on Thursday that saw the Nasdaq tumble 6%, the S&P 500 drop 4.84% and the Dow Jones decline 4%.Stocks with exposure to the US market were heavily sold off as investors fled exposure to cost hikes faced by such companies under the new 10% blanket tariff on all Aussie exports bound for the US.In the wake of global uncertainty, investors are increasingly dumping growth stocks in favour of supermarkets given their defensive nature, lack of exposure to the US and guaranteed earnings no matter the time of economic cycle.Breville Group has been hit hard by the US tariff imposition with the company falling over 11% on Friday and over 6% on Thursday as the company manufactures in China and attributes a large portion of revenues to the US market. Breville has already started moving production out of China, however, will need to assess pricing and strategize to overcome the tariff implications.Growth stocks associated with the AI revolution were also heavily sold off on Friday with NextDC falling over 6% while geolocation tracking app with a high presence in the US, Life 360, fell over 8%.What to watch today:Ahead of Monday's trading session to start the new trading week, the SPI futures are anticipating the ASX will open the day down 4.3% tracking the global sell-off on Friday.On the commodities front this morning it is a sea of red across the commodities space with oil down 3.14% at US$60/barrel, gold is down 0.57% at US$3020/ounce and iron ore is down 1.5% at US$102.64/tonne.The Aussie dollar has weakened against the greenback over the weekend to buy US$60.02, 87.07 Japanese Yen, 46.77 British Pence and NZ$1.08.Trading Ideas:Bell Potter has downgraded the rating on Bellevue Gold (ASX:BGL) from a buy to a hold and have lowered the 12-month price target on the gold producer from $2 to $1.30 per share after Q3 production missed guidance by 30%.And Trading Central has identified a bearish signal on Generation Development Group (ASX:GDG) following the formation of a pattern over a period of 53-days which is roughly the same amount of time the share price may fall from the close of $4.36 to the range of $3.40 to $3.70 according to standard principles of technical analysis.

８カ月ぶりに３万４０００円を割り込んだ日経平均株価を示すモニター、４日午後、東京都中央区トランプ米政権の相互関税による景気悪化懸念が広がり、東京株式市場では４日も株価が急落し、日経平均株価は８カ月ぶりに３万４０００円を割り込んだ。 Tokyo stocks sank further on Friday amid a global sell-off triggered by U.S. President Donald Trump's announcement of reciprocal tariffs, sending the benchmark Nikkei 225 average below 34,000 for the first time since Aug. 5 last year.

Tokyo stocks sank further on Friday amid a global sell-off triggered by U.S. President Donald Trump's announcement of reciprocal tariffs, sending the benchmark Nikkei 225 average below 34,000 for the first time since Aug. 5 last year.

To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms. https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc This is Nelson John, and I'll bring you the top business and tech stories, let's get started.  Trump's Tariffs Shake Global Trade, But India Stays Steady Donald Trump's sweeping new tariffs—10% on all imports and 27% on Indian goods—sent global markets into a tailspin, yet India's markets showed resilience. While Japan's Nikkei plunged nearly 3% and Hong Kong's Hang Seng fell 1.5%, India's Sensex and Nifty 50 barely flinched. Analysts say India's competitive edge remains intact, though foreign investors pulled ₹2,806 crore from stocks. Meanwhile, gold prices surged as investors sought safe havens amid U.S. economic concerns. With central banks increasing gold reserves, the move signals deeper worries about the dollar's stability. India's Fuel Trade With the U.S. Faces New Challenges The 27% tariff on Indian imports is set to disrupt India's $6 billion petroleum trade with the U.S., particularly in refined fuels like gasoline. As Western nations cut Russian oil post-Ukraine war, India became a major supplier—but the new tariff threatens that role. Despite a 3.7% rise in export volume, revenue dropped 7% to $40.4 billion this fiscal year. Private refiners like Reliance and Nayara Energy are expected to take a hit. India is unlikely to retaliate with counter-tariffs, as that would raise domestic crude and LNG prices. Instead, officials are considering boosting imports of U.S. WTI crude to maintain trade ties. India's Pharma Industry Wins Tariff Exemption Amid Trump's tariff spree, Indian pharmaceuticals emerged unscathed. The U.S. exempted the sector, recognizing its role in providing affordable medicines worldwide. India supplies 40% of the U.S.'s generic drugs, saving the American healthcare system $219 billion in 2022 alone. With exports worth $8.7 billion to the U.S. and imports of just $800 million, the exemption benefits both nations. However, legal experts warn of potential future scrutiny under Section 232, which assesses imports based on national security concerns. For now, the exemption reinforces India's status as the “pharmacy of the world,” opening opportunities for biosimilars and domestic API production. BMW India's EV Sales Soar Despite Industry Caution BMW India defied concerns over slow EV adoption, reporting a threefold surge in electric vehicle sales in Q1 2024. EVs accounted for 17% of its total sales (3,914 units), with overall sales growing 7% year-on-year. While Tata Motors and Maruti Suzuki remain cautious about EV adoption due to infrastructure challenges, BMW sees strong demand even in smaller cities. The company's latest EV, the BMW iX1 Long Wheelbase, launched at Auto Expo 2024, has already secured 1,500 bookings. However, the auto industry faces headwinds from Trump's 25% tariff on auto imports, prompting manufacturers to refocus on internal combustion engines (ICE) amid policy uncertainty. Dusit International Returns to India With a Bold Expansion Plan After exiting in 2017, Thailand's Dusit International is making a comeback in India with plans to sign 30 hotels and 3,000 rooms in three years. “This time, we're getting it right,” says Siradej Donavanik, VP of Global Hotel Development. The company is targeting tier-II and III cities while maintaining a presence in metros. Led by industry veteran Deepika Arora, Dusit's expansion includes luxury and upper-midscale brands, with upcoming hotels in Raipur, Bhiwadi, Kolkata, Lonavala, Kasol, and Manali. As India's luxury travel market surges toward a projected $410 billion by 2030, Dusit sees a prime opportunity to establish a strong foothold.

President Trump hails his tariff blitz on Liberation Day. U.S. markets fall in extended trade as investors rush to safe havens, fearing the swathe of levies imposed by Washington could spark a global trade war. In Asia, the Nikkei slumps to an 8-month low and the tariff effects are felt across South-East Asian markets. China slams the move as ‘unilateral bullying' and Canada pledges retaliation. The EU's response is measured for now. EC President Ursula Von Der Leyen says the bloc is still committed to negotiation. We hear from TotalEnergie CEO Patrick Pouyanné and Leonardo CEO Roberto Cingolani who remain upbeat that the trade conflict could be beneficial to Europe. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Asian markets ae in the red with the Nikkei 225 plunging to a more than six-month low as jitters are felt ahead of President Trump's tariffs due on 2nd April. Trump hits out at Russian President Vladimir Putin for delaying a ceasefire deal with Ukraine and hints at secondary tariffs on buyers of Russian oil. In France, Marine Le Pen is in court on charges of embezzling money from the European Parliament, potentially banning her from office. And in Myanmar, rescue efforts continue following Friday's earthquake which has claimed more than 1,700 lives. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US President Trump is said to be pushing senior advisers to go bigger on tariff policy as they prepare for ‘Liberation Day' on April 2nd; reportedly revived the idea of a flat universal tariff single rate on most imports.European bourses and US futures in the red given the above and into month & quarter end, Euro Stoxx 50 -1.5%, ES -1.0%; NQ -1.3% with NVDA pressured.DXY has been on either side of the unchanged mark throughout the morning, EUR and GBP flat/slightly softer while USD/JPY hit a 148.71 low as the Nikkei 225 entered correction territory.Fixed benchmarks bid on the broad risk tone, German State CPIs sparked a fleeing move lower into the mainland figure, JGBs slipped as the BoJ cut its bond purchase amounts.Crude firmer as geopolitical tensions outweigh the macro tone following reports around Trump on Iran, XAU at a fresh record high, base metals dented.US President Trump threatened to bomb Iran if a nuclear deal can't be reached, while he also warned of secondary tariffs on Russian oil.Looking ahead, highlights include US Chicago PMI & Trump's executive orders.Note: UK clocks changed from GMT to BST on Sunday which means the London to New York time gap returned to five hours.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Mon, 31 Mar 2025 04:00:00 +0000 https://markt-trends-swissquote.podigee.io/1349-new-episode e494e7807917516f4a53df6c2a193fcc Erst angekündigt, dann umgesetzt. Obwohl die Handlungen Donald Trumps schon länger angekündigt waren, hat haben die Märkte diese bislang noch nicht eingepreist. Ob sie in ihrer Einschätzung übertrieben, oder ob jetzt schon alles überstanden ist, das klärt Wieland Arlt, CFTe und Präsident der IFTA in dieser Ausgabe der Marktwoche. 00:00 Begrüßung und Einleitung 01:56 Aktuelle Daten 06:41 DAX (Future) 09:41 SMI (Future) 11:20 Nikkei 225 (Future) 12:48 S&P500 (Future) 16:17 Nasdaq 100 (Future) 18:35 Dow Jones (Future) 20:46 AMD 21:55 Deutsche Bank 23:05 Apple 24:26 Abschluss 24:43 Disclaimer Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 20 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. DAX #SMI #DowJones #SP500 #Nasdaq100 #AMD #DeutscheBank #Apple full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen

Mon, 24 Mar 2025 05:00:00 +0000 https://markt-trends-swissquote.podigee.io/1341-new-episode 7540a8b3d500ff535b556eaf6a27b754 Alles sah nach Erholung aus, doch irgendwie sind die Käufer nicht richtig durchgekommen. Auch der DAX kann nicht mehr überzeugen. Kippt jetzt der Gesamtmarkt endgültig, oder sammeln die Käufer nur Kraft? Dieser Frage geht Wieland Arlt, CFTe und Präsident der IFTA in dieser Ausgabe der Marktwoche nach. 00:00 Begrüßung und Einleitung 03:15 Aktuelle Daten 07:39 DAX (Future) 12:07 SMI (Future) 14:14 Nikkei 225 (Future) 15:47 S&P500 (Future) 18:27 Nasdaq 100 (Future) 19:44 Dow Jones (Future) 21:18 Meta 23:24 Allianz 26:56 Apple 28:08 Abschluss 28:51 Disclaimer Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 20 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. DAX #SMI #DowJones #SP500 #Nasdaq100 #Allianz #Meta #Apple full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten I

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 discussion on a recent hot topic ・Today's discussion topic is: “More Chinese seek residency and education in Japan"   ・You can read more at: https://asia.nikkei.com/

１８日午前の東京株式市場は、堅調だった米国株式市場の動きを好感し、幅広い銘柄で買いが入った。 The Nikkei 225 stock average retook 38,000 at one point in Tokyo trading on Tuesday morning, helped by overnight gains in U.S. stocks.

Mon, 17 Mar 2025 05:00:00 +0000 https://markt-trends-swissquote.podigee.io/1332-new-episode 00dfb8f1b2d439319fa593b030bb3f10 Während der DAX relativ stabil läuft, sind die US-Indizes an wichtigen Unterstützungen angekommen. Inwieweit wir jetzt schon bereits von einer Erholung sprechen können, das bespricht Wieland Arlt, CFTe und Präsident der IFTA in dieser Ausgabe der Marktwoche mit Ihnen. 00:00 Begrüßung und Einleitung 01:13 Aktuelle Daten 05:53 DAX (Future) 11:44 SMI (Future) 15:15 Nikkei 225 (Future) 16:37 S&P500 (Future) 21:46 Nasdaq 100 (Future) 23:01 Dow Jones (Future) 24:37 Microsoft 27: 13 Tesla 29:07 Apple 31:19 Abschluss 32:15 Disclaimer Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 20 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. DAX #SMI #DowJones #SP500 #Nasdaq100 #Microsoft #Tesla #Apple full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick

S&P futures are pointing to a higher open, up +0.33% ahead of the February CPI release. Asian markets had a mixed session on Wednesday. Japan's Nikkei climbed +0.25%, supported by a rally in semiconductor and battery-related stocks. European markets opened higher, following a 3% decline between Monday and Tuesday, leaving markets near February lows. Tariff-related tensions continued as President Trump briefly threatened to increase tariffs on Canadian imports to 50%, though later retracted the statement. As of midnight U.S. time, 25% tariffs on steel and aluminum products were implemented without exemption.Companies Mentioned: Google, TSMC, Bar Harbor Bankshares

MICHAEL SHELDRICK is a policy entrepreneur and a driving force behind the efforts of Global Citizen to end extreme poverty. As a Co-Founder and Chief Policy, Impact, and Government Affairs Officer, he leads the organization's campaigns to mobilize support from governments, businesses, and foundations. He is the author of the Amazon best-selling book, From Idea to Impact: A Playbook for Influencing and Implementing Change in a Divided World. With a career that spans the world of pop and policy, Michael has worked with an impressive roster of international artists such as Beyoncé, Coldplay, Idris and Sabrina Elba, Lady Gaga, Miley Cyrus, Priyanka Chopra, Rihanna and Usher, as well as prominent political leaders including Canadian Prime Minister Justin Trudeau, Barbados' Prime Minister Mia Mottley, former UN Secretary-General Ban Ki-moon, and former Australian Prime Ministers Julia Gillard and Kevin Rudd.He has co-produced some of the world's most impactful social campaigns and events, including the annual Global Citizen Festival in New York, the Guinness World Record-winning virtual concert One World: Together At Home, and the Nelson Mandela 2018 centennial celebration, Mandela 100. These initiatives have reached millions of people in over 150 countries and helped secure over $40 billion in support for local and regional organizations working to provide access to essential resources such as healthcare, education, and climate resilience.A sought-after speaker and author on policy advocacy, sustainable development, and corporate responsibility, Michael has shared his insights at conferences and summits worldwide. His insights have also featured in leading outlets including Forbes, The Guardian, The Hill, HuffPost, Nikkei and Fairfax Media, and his voice heard on major news networks such as ABC, BBC, France 24, Sky News and CNN.He has been recognized as a finalist for the 2017 Young Commonwealth Person of the Year and serves on: the board of the Ban Ki-moon Centre for Global citizens; the Leadership Council of aable, a fintech company connecting compassionate investors with underserved communities; and the Advisory Board of the Nigerian Solidarity Support Fund. He is also a co-host of the Global Town Hall, a North-South, East-West meeting featuring world leaders and leading minds to connect with global citizens.From Ideas to Impacthttps://michaelsheldrick.com/https://www.nexuspmg.com/

Mon, 10 Mar 2025 05:00:00 +0000 https://markt-trends-swissquote.podigee.io/1324-new-episode 80c873c007449d0245b2cff57dc1972b Man kann seinen Augen kaum trauen… Der DAX springt von einem Allzeithoch zum nächsten und der S&P500 fällt immer weiter ab. Ist die USA also nun abgehängt und in Deutschlands spielt jetzt die Musik? Was daran dran ist, das bespricht Wieland Arlt, CFTe und Präsident der IFTA in dieser Ausgabe der Marktwoche mit Ihnen. 00:00 Begrüßung und Einleitung 01:56 Aktuelle Daten 07:48 DAX (Future) 13:11 SMI (Future) 16:05 Nikkei 225 (Future) 18:17 S&P500 (Future) 22:34 Nasdaq 100 (Future) 23:40 Dow Jones (Future) 26:12 Amazon 28:11 Starbucks31:43 31:43 Apple 33:04 Abschluss 34:08 Disclaimer Wieland Arlt ist einer der erfolgreichsten Trader Deutschlands, gefragter Referent und Autor von Fachbeiträgen und Büchern, darunter "55 Gründe, Trader zu werden" Wieland Arlt, CFTe blickt auf rund 20 Jahre Erfahrung im Trading zurück. Er ist Präsident der IFTA und Mitglied im Vorstand der VTAD e.V. DAX #SMI #DowJones #SP500 #Nasdaq100 #Amazon #Starbucks #Apple full no Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen

S&P futures are pointing to a higher open today, up +0.23%. The White House announced 25% tariffs on Canada and Mexico made goods, while doubling tariffs on Chinese imports to 20%. In retaliation, China imposed 10-15% tariffs on U.S. agricultural products and added additional U.S. firms to its unreliable entity and export control lists. Canada and Mexico have also flagged substantial retaliatory measures. Asian markets were broadly lower on Tuesday. The Nikkei fell (1.2%), weighed by weak economic data and trade-related concerns. European markets are broadly lower in early trades, with German automakers are leading the decline.Companies Mentioned: Walgreens Boots Alliance, JetBlue, American Airlines, Didi Global

Following lower closes yesterday, S&P futures are still pointing to a softer open today, down (0.13%). Asian markets were firmly lower on Tuesday, with the Nikkei dropping (1.4%) as it hit the lower end of its five-month trading range. The Hang Seng fell (1.3%) but saw mid-morning dip buying in tech stocks, supported by mainland inflows. European markets opened mixed but are edging higher, while bond yields are finding support amid safe-haven buying. Companies Mentioned: Apple, Thermo Fisher Scientific, Solventum Corp, Starbucks