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A promising development for Lake Wyangan residents with Griffith Mayor Doug Curran offering a timeline on the reopening of Mallinson Road. Catch weekly Interviews with the Griffith Mayor Monday Mornings after 7:30 .See omnystudio.com/listener for privacy information.
Mike Minor and Kyle Kracht discuss the July Cattle on Feed, border reopening and more in this week's Cattle Talk Podcast
Extreme volatility and shifting trade policies continue to reshape North American cattle markets. In this week's Beef Market Update, Shaun Haney is joined by Anne Wasko of Gateway Livestock Exchange to unpack a tumultuous month for both cash and futures trade. U.S. cash prices finally stabilized near $231 to $232 per cwt following a violent... Read More
Senate Agriculture Committee Chair John Boozman still wants to mark up a farm bill before the August recess. Mississippi Senator Cindy Hyde-Smith joins Newsmakers to share her thoughts on the bill. Then, Julie Anna Potts with the Meat Institute explains the importance of vigilance as southern ports begin to reopen for livestock trade as well as Mandatory Country of Origin Labeling and challenges of a low cattle herd.Want to receive Newsmakers in your inbox every week? Sign up! http://eepurl.com/hTgSAD
Researchers at Oregon State University have developed a low-cost, semi-automated, AI-driven method that uses remote cameras to survey bumblebees and other insects, and cattle groups support reopening of the southern border to live cattle from Mexico.
The Georgia Department of Agriculture warns ag community after receiving multiple reports of sophisticated online scams targeting farmers searching for farm equipment, and cattle groups support reopening of the southern border to live cattle from Mexico.
You can donate to the Dale Dobson Memorial Scholarship fund here: https://ckcf.fcsuite.com/erp/donate/create/fund?funit_id=5290Thanks to Greg Thomas with Helena Agri-Enterprises for sponsoring this week's show! Contact him at 270-723-6019.And thanks to our studio sponsor Biotech Innovations. Learn more about them at www.biotechinnovationsag.com.
A new study says growing health disparities are contributing to workforce challenges across rural America, and USDA will begin reopening the southern border to cattle imports from Mexico next month.
The iwi of Tauranga Moana say the recent landslides on Mt Maunganui Mauau is their mountain telling them he is not ready to accept people yet. Six slips have been recorded since the weekend, near where severe storms and record rainfall in January sent a deadly load of mud and debris into the campsite below. Work is being done to repair the tracks and give the public access to the jewel of the region, but opinions are divided on when it should be open. Waikato, Bay of Plenty reporter Rachel Moore reports.
USDA Announces Phased Reopening of Southern Livestock Ports
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Sue Hickey, Mayor of Glenorchy City Council, joins Kaz and Tubes for this week's Mayor on the Air segment, discussing the reopening of Glenorchy Pool, the success of the city's Youth Hub, and welcoming 150 new citizens to the municipality.See omnystudio.com/listener for privacy information.
The sermon examines Malachi 1 to contrast the Mosaic covenant's failed, formalistic worship with the New Covenant reality of pure spiritual worship. It highlights Malachi 1:11 as a prophecy that God's name will be honored globally through acceptable offerings from all nations. The preacher explains that Jesus Christ fulfills this by purifying believers to become a holy priesthood and a living temple filled with the Holy Spirit. This shift moves worship away from physical locations like Jerusalem to a universal practice in spirit and truth, inaugurated by Christ's sacrifice. The message calls the church to recognize its identity as the new temple and to offer worship that pleases God.
⚖️ What Happens If You Fail to Disclose Assets in a Divorce? | Los Angeles Divorce
The Men’s Central Jail in downtown L.A. was supposed to close in 2021...how much longer will it remain open? What the Cinerama Dome & Hollywood Arclight might look like after reopening. And a new music festival brings major artists to Santa Monica. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com
Big K Hour 02: It's the Immaculate Construction! PennDOT's District Executive joins to discuss the Parkway East's expected reopening next week! full 1437 Thu, 23 Jul 2026 13:36:16 +0000 xAfWuliWJYxEeR9bmZRI4HoQluu2SPsv news The Big K Morning Show news Big K Hour 02: It's the Immaculate Construction! PennDOT's District Executive joins to discuss the Parkway East's expected reopening next week! The Big K Morning Show 2024 © 2021 Audacy, Inc.
A 30-year law enforcement veteran shares the one piece of advice he gave a young academy classmate that stuck for an entire career: Don't hang out with the people you work with. In this powerful episode of Reasons We Serve, Jim Molesa (former Mesa PD, longtime DEA agent, and Navajo County Chief Deputy) opens up about mental health in public safety, the child abuse cases that burned him out, massive drug seizures, working with the FBI after 9/11, life on Indian reservations, and why law enforcement is finally confronting PTSD head-on. From patrol to elite federal work, Jim breaks down real wisdom on staying grounded, building healthy relationships, and surviving a career that exposes you to trauma multiple times a week. Key Timestamps: 00:02:56 - The advice that changed everything 00:10:14 - Child abuse cases that led to burnout 00:25:03 - 980-kilo cocaine bust as a new DEA agent 00:36:33 - Working 9/11 and Oklahoma City 00:44:05 - Life as DEA Public Information Officer 00:56:50 - Reopening the Flagstaff office & reservation work01:24:30 - PTSD in public safety: the crisis we must face If you respect the men and women who serve, hit LIKE, SUBSCRIBE, and turn on notifications. Drop a comment: What's the best career advice you ever received in uniform? For those interested in participating in the CLIPr program for first responders, please go here: https://clipr.ai/reasonsweserve Welcome to our channel, Reasons We Serve, a podcast dedicated to exploring the motivations, challenges, and realities of working in law enforcement. We dive deep into the personal stories of officers, discuss different career paths, and break down the roles of various agencies—from local police departments to state and federal law enforcement.
FFAW President Dwan Street makes a case for re-opening the commercial mackerel fishery + Archaeologist Barry Gaulton on the race to document a section of the site in Ferryland before it is washed away or under water.
Should Canada reopen its embassy in Tehran? Prime Minister Mark Carney has reignited a debate that many believed ended when Canada closed its embassy in Tehran in 2012. In the opening essay, Jian asks: "Reopening the Canadian embassy in Tehran? Really?" He argues that an embassy is never simply a building. It is recognition. It is legitimacy. It is a message. Joining Jian are Avideh Motmaen-Far, journalist, political commentator and President of the Council of Iranian Canadians, and Ardeshir Zarezadeh, lawyer, former political prisoner and Director of the International Center for Human Rights in Iran. They discuss why the embassy was originally closed, whether engagement amounts to endorsement, the unresolved legacy of Flight PS752, the IRGC's terrorist designation in Canada, transnational repression against Iranian-Canadians and who would ultimately benefit from Canada returning to Tehran. Plus, details on Roqe Live 6, coming this Saturday, July 18. This episode is brought to you with the support of Avoca Chocolates. Website: https://avocachocolates.com Instagram: @avocachocolates Thanks for listening to Roqe.
Andy Roszak, JD, MPA, EMT-Paramedic, is the Founder and Chief Executive Officer of the Institute for Childhood Preparedness (ICP), where he equips early childhood professionals and child-centered organizations nationwide with practical emergency preparedness training, tools, and resilience strategies. He is also the Founder of Head Start East, a nonprofit organization founded in 2025 to provide high-quality professional development, technical assistance, and events for the early childhood education field. Since 2018, Andy has supported the Region II Head Start Association in advancing preparedness, health, safety, and environmental health initiatives across New York, New Jersey, Puerto Rico, and the U.S. Virgin Islands. That work will conclude this year after a strong and impactful run. A trusted advisor to leading organizations including Sesame Street in Communities and the U.S. Marine Corps, Andy has delivered training to early childhood professionals in all 50 states and 35 Native American Tribal Nations. He also serves as an Adjunct Professor in the School of Community and Environmental Health at Old Dominion University. Andy is the author of the award-winning Preparing for the Unexpected book series, developed specifically for early childhood professionals: Preschool Preparedness for an Active Shooter, winner of the 2020 Independent Author Network Book of the Year Award in two categories; Preschool Preparedness for an Emergency; and Recovering and Reopening after a Disaster. With more than twenty years of experience in emergency preparedness across local, regional, state, federal, and nonprofit levels, Andy's previous roles include Senior Director of Emergency Preparedness at Child Care Aware of America, Senior Preparedness Advisor for Super Bowl XLVI, Senior Public Health Advisor at the U.S. Department of Health and Human Services, and Senior Director of Environmental Health, Pandemic Preparedness, and Catastrophic Response at the National Association of County and City Health Officials (NACCHO), where he worked closely with the CDC and 3,100 local health departments to strengthen community preparedness for pandemics, disasters, and public health emergencies. Andy began his career in the Chicago area as a firefighter, paramedic, and certified hazardous materials technician. He holds a Juris Doctor and Master of Public Administration from Southern Illinois University, a bachelor's degree in Fire Science Management, and is a graduate of Harvard University's Early Education Leadership Program. He is admitted to practice law in Illinois, the District of Columbia, and before the U.S. Supreme Court. Andy is the proud father of two young daughters and lives in the Washington, D.C. area with his family.
Folks in Boyle Heights are looking for answers from Lineage tonight... including what they're doing about the smell of rotting food. Advocates say ICE activity has been up during the World Cup. The man accused of being one of MacArthur Park's main drug suppliers is changing his plea to guilty. Plus, more from Morning Edition. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com
Trump v. Barbara, et al., No. 25-365 (U.S. June 30, 2026)birthright citizenship; history; Second Founding Sosnava Rodriguez, et al. v. Mullin, et al., No. 26-50183 (5th Cir. July 2, 2026)procedural and substantive due; right to a bond hearing after 90 days; Mathews; fundamental liberty interest for noncitizens; EWI detention; mandatory detention Matter of T-D-E-, 29 I&N Dec. 732 (BIA 2026)credibility; clear error; failure to disclose military service in DS-160; fraud to enter U.S.; corroboration; prior false testimony; Burkina FasoMatter of Vizcaino Aybar, 29 I&N Dec. 736 (BIA 2026)bond; venue; jurisdiction Riley v. Blanche, No. 22-1609 (4th Cir. July 2, 2026)withholding-only review; jurisdiction; claims processing rule; 30-day petition for review deadline; FARO; final order of removal; clear error; BIA fact finding; BIA stating standard but not applying it Rivera-Mendoza, et. al v. Blanche, No. 21-70107 (9th Cir. June 25, 2026)child endangerment; statutory interpretation; Congressional intent; Cal. Pen. Code § 273a(a); Or. Rev. Stat. § 163.545(1); crime of child abuse, child neglect, or child abandonment; INA § 237(a)(2)(E)(i); Loper Bright; criminal negligence mens rea; actus reas; dictionaries; general intent crimes Morris v. Blanche, No. 25-3084 (6th Cir. June 25, 2026)firearms offense; motion to reopen; motion to reconsider; ineffective assistance of counsel; jurisdiction as a sword; concessions of counsel; strict Lozada compliance; proof of mailing Santillan Quiroz v. Mullin, No. 26-6019 (10th Cir. June 30, 2026)no mandatory detention of EWIs; Hurtado; seeking admission; INA § 235(a)(2)(B); § 236(a); § 236(c); Laken Riley Act; applicant for admission entry; canon of constitutional avoidance; plain text; statutory interpretation; longstanding agency interpretation; legislative history; use of the word “otherwise”; cannot against surplusage; due process rights of noncitizensKurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years.eimmigration"Immigration law software you'll love to use."get.eimmigration.com/IRP Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com Stafi"Remote staffing solutions for businesses of all sizes"Click me!Want to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATION:Email: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerSupport the show
We are revisiting a topic today to bring in more perspectives. Dave Ritschard teaches choir in Alabama, where they are considering ADDING sight reading to the All State Choir audition. Dave is opposed. Today, we are diving headfirst into a hot-button topic that recently blew up on Facebook: what is the true purpose of an … Continue reading "Episode 294: Reopening the All State Debate. Sight read, or nah? with David Ritschard"
Niger has set strict conditions for reopening its border with Benin closed since the July 2023 military takeover. Among them are a new defence agreement, greater transparency over foreign military activities near the border, and the creation of a joint intelligence unit. The conditions were outlined during talks in Cotonou, Benin's commercial capital between a Niger delegation led by Maj Gen Mohamed Toumba, a member of the ruling military junta, and Beninese officials.In The Gambia, the country is grappling with rising temperatures, coastal erosion, erratic rainfall, and growing pressure on communities that depend on agriculture and fisheries all due to climate changePresenter: Nkechi Ogbonna Producers: Ayuba Iliya and Blessing Aderogba Technical Producer: Herbert Masua Senior Producer: Keikantse Shumba Editors: Charles Gitonga and Maryam Abdalla
McDonnell Planetarium Manager Will Snyder joins Megan Lynch to talk about the renovations that the Planetarium has gone through and how it will improve the experience.
End the war, get the oil tankers moving, and the world's economy returns to normal. It sounds easy. It really isn't. Donald Trump and the Iranian regime have signed a Memorandum of Understanding in the hopes of bringing the four-month conflict to an end. But the key objective of allowing global shipping to pass freely through the currently Iran controlled Strait of Hormuz is far less straightforward than it may appear. From the threat of minefields to a change of heart over military action, it could take months – if not longer – for the region to return to normal. Niall Paterson is joined by Sky's military analyst Sean Bell. Have you got a question for Niall? Email us: why@sky.uk
The memorandum of understanding between Iran and the US will see the reopening of the Strait of Hormuz at the end of this week, according to US President Donald Trump. Jakob Larsen, Chief Safety and Security Officer for BIMCO spoke to John Campbell.
Business and finance news from the Asia-Pacific. Bonds advanced ahead of the Federal Reserve's policy decision, as a slide in oil prices to a three-month low helped ease concerns of a renewed inflation shock. Investors are also reassessing the global interest-rate outlook as the Fed meets for the first time under Chairman Kevin Warsh, with some expecting no changes this week and a shift in how the Fed communicates with markets. We speak to David Finnerty, Bloomberg's FX and Rates Strategist. Plus - the US and Iran are preparing to formally sign an interim peace deal that's left both sides claiming victory, with details of the accord still emerging and leaving many European governments, energy investors and shipping companies with reservations about how fast the Strait of Hormuz can return to pre-war conditions. Bloomberg TV Hosts Haidi Stroud-Watts and Shery Ahn spoke to Parash Jain, HSBC Global Head of Transport and Logistics Research about his outlook on shipping ahead of Hormuz reopening. See omnystudio.com/listener for privacy information.
This is the first part of our interview with prof. Keen, where we talk about the economic consequences of the Iran war and what to expect after the reopening of the strait of Hormuz.
No Upfront Financial Incentives Iran does not receive direct U.S. funds. Economic benefits come only if Iran complies with the agreement. Conditional Sanctions Relief Sanctions may be lifted gradually if Iran: Abandons nuclear weapons development Allows international verification Strategic Leverage The U.S. maintains military and diplomatic power. Iran must comply or receive no economic benefit. Nuclear Nonproliferation Goal The deal claims to ensure Iran will not develop nuclear weapons.
Laureano v. Att'y Gen. U.S., No. 24-2433 (3d Cir. May 29, 2026)petition for review withholding of removal; reinstatement; Riley; Matter of Y-L- presumption Matter of Herrera-Nunez, 29 I&N Dec. 691 (BIA 2026)stay pending motion to reopen; requirement to file stay with DHS first; procedural rules; administrative efficiency; power to create discretionary policies Matter of Herrera-Nunez, 29 I&N Dec. 695 (BIA 2026)sua sponte motion to reopen; equities acquired post-removal order Dodaj v. Blanche, No. 25-3409 (6th Cir. June 8, 2026)LPR cancellation of removal; BIA reweighing evidence; waiver of removability argument; HYTA youth conviction in Michigan as a minor Senatus v. U.S. Att'y Gen., No. 24-10514 (11th Cir. June 8, 2026)Borden; crime of violence; recklessness; Fla. Stat. § 784.021(a); Somers; Florida Supreme Court change in law tells what statute always meant; favorable exhaustion standard Tiah v. Blanche, No. 24-2010 (8th Cir. June 8, 2026)INA § 237(a)(2)(E)(ii); violation of a protective order; circumstance specific approach; no requirement to submit violation; N.D.C.C. § 12.1-31.2-02Kurzban Kurzban Tetzeli and Pratt P.A.Immigration, serious injury, and business lawyers serving clients in Florida, California, and all over the world for over 40 years.eimmigration"Immigration law software you'll love to use."get.eimmigration.com/IRP Gonzales & Gonzales Immigration BondsP: (833) 409-9200immigrationbond.com Stafi"Remote staffing solutions for businesses of all sizes"Click me!Want to become a patron?Click here to check out our Patreon Page!CONTACT INFORMATION:Email: kgregg@kktplaw.comFacebook: @immigrationreviewInstagram: @immigrationreviewTwitter: @immreviewAbout your hostCase notesRecent criminal-immigration article (p.18)Featured in San Diego VoyagerSupport the show
Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.
16 Jun 2026. With the potential opening of the Strait of Hormuz, we look at what it would take to get shipping flows back to normal with expert Captain Zarir Irani of Constellation Marine Services. Plus, we look at what it could mean for oil, shipping and prices with Matt Stanley of Kpler. And phase one of the mega $35 billion Al Maktoum International Airport project will open on time in 2032. With that major update, we speak to Dubai Airports boss Paul Griffiths.See omnystudio.com/listener for privacy information.
In this episode, we break down the immediate plunge in global oil prices and the stock market rally triggered by the historic US-Iran framework peace agreement. We also look at the logistics at sea as nearly 600 stranded tankers cautiously await the reopening of the Strait of Hormuz, and highlight the UAE's major governance leap with the creation of the federal Artificial Intelligence and Data Authority.
A reported U.S.–Iran Memorandum of Understanding could become one of the most consequential geopolitical developments in years—but only if both sides follow through. In this episode of STRAT with retired Marine Intelligence Officer Hal Kempfer, the discussion examines what is reportedly included in the proposed framework, why an MOU is not the same as a treaty or peace agreement, and what challenges lie ahead during the expected 60-day negotiation period. Key topics include reopening the Strait of Hormuz, Iran's nuclear enrichment program, ballistic missile capabilities, international inspections, sanctions relief, and the future of Iran's regional proxy networks. The episode also explores the strategic concerns of Israel, the role of the Iranian Revolutionary Guard Corps, and the economic pressures facing Tehran. While the agreement could potentially reduce tensions and improve regional stability, significant questions remain about verification, compliance, and enforcement. The ultimate success of any deal, the analysis argues, will depend on actions—not promises.Takeaways:The reported U.S.–Iran MOU is a framework, not a final agreement.Reopening the Strait of Hormuz will be the first major compliance test.Iran's nuclear enrichment activities remain a central negotiating issue.Verification and inspections are critical due to longstanding trust concerns.Ballistic missile capabilities remain a major security concern for Israel and the West.Iran's proxy networks across the Middle East are expected to be addressed.Economic pressure and sanctions relief may be driving negotiations.The success of the agreement will depend on implementation and enforcement, not rhetoric.#STRATPodcast #HalKempfer #MutualBroadcastingSystem #StrategicRiskAssessmentTalk #IranDeal #StraitOfHormuz #MiddleEastSecurity #NuclearNegotiations #BallisticMissiles #MaritimeSecurity #GlobalRisk #NationalSecurity #ForeignPolicy #Geopolitics #RegionalStability #IranNuclearProgram #ProxyWarfare #StrategicAnalysis #InternationalRelations #WorldAffairs
Mike is joined by Reverend Theron Walker, discussing the Grand Reopening on the Emmaus Anglican Church TODAY from 3pm-6pm. After the ribbon cutting ceremony, they'll have a buffet and drinks, come on by! This and more on Hour 2 of the mike Boyle Restaurant ShowSee omnystudio.com/listener for privacy information.
Use code "SCI" at http://www.arenaclub.comPSA's value tier return timeline is here, plus we break down Gold Logoman record sales, Fanatics' antitrust win, and World Cup players who could move the card market.Shop CardsHQ Inventory Online ►: https://bit.ly/cardshq Track card prices & your collection with Market Movers ►: https://bit.ly/marketmoversappJoin CardsHQ Breaks on Whatnot ►: https://bit.ly/cardshqbreaks Join CardsHQ Shop on Whatnot ►: https://bit.ly/cardshqshop Join CardsHQ Blitz on Whatnot ►: https://bit.ly/cardshqblitz Join CardsHQ Hoops on Whatnot ►: https://bit.ly/cardshqhoops Join CardsHQ Poke on Whatnot ►: https://bit.ly/cardshqpoke Discounted PSA/SGC Card Grading ►: https://bit.ly/gradingserviceDownload our Apps! SCI App (Apple) ►: https://apple.co/3riGbb5 SCI App (Google) ►: https://bit.ly/SCIAPPGooglePlayFollow Us: SCI Instagram ►: https://bit.ly/SCIIG SCI Twitter ►: https://bit.ly/scitweets SCI Facebook ►: https://bit.ly/FBSCIPage Geoff's IG ►: https://bit.ly/itsgeoffwilson Geoff's YouTube ►: https://bit.ly/ytgeoff Card Crew YouTube ►: https://bit.ly/cardcrew Market Movers YouTube ►: https://bit.ly/marketmoversyt
Bill Roggio and John Hardie discuss Russia's reopening of military schools to replenish its officer core. They analyze the impact of high casualties in Ukraine on Russian force quality and post-war reconstitution plans. (9)1919 CAPETOWN
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US Secretary of State Marco Rubio under fire from Democratic senators over Iran policy; Mixed reactions from business and unions on the Fair Work wage decision; And in sport, The Socceroos settle into their World Cup base camp. - आइभीएफ प्रदायकहरू माथि भिक्टोरिया सरकारको कडाइ लगायत आजका प्रमुख समाचार सुन्नुहोस्।हाम्रा थप अडियो प्रस्तुतिहरू पोडकास्टका रूपमा उपलब्ध छन्। यो नि:शुल्क सेवा प्रयोग गर्न तपाईंले आफ्नो नाम दर्ता गर्नु पर्दैन। पोडकास्टमा सामाग्री उपलब्ध हुनासाथ सुन्न यहाँ थिच्नुहोस्।
This episode with Dr. Emma Salisbury explores how the closure of the Strait of Hormuz exposed the vulnerabilities of the global maritime system, revealing how a regional conflict can rapidly become a global economic and security crisis. The conversation examines why critical maritime chokepoints remain central to international trade, energy security, and geopolitical competition, and what recent disruptions tell us about the resilience of the modern global economy.We discuss the challenges of reopening contested waterways, the balance between disruption and protection at sea, and why freedom of navigation is becoming increasingly contested from the Persian Gulf to the South China Sea. The episode also considers the state of Western naval readiness, the growing importance of maritime resilience, and what a more fragmented and competitive international order could mean for global trade, critical infrastructure, and security.Dr. Emma Salisbury is a maritime security specialist and Non-Resident Senior Fellow in the National Security Program at the Foreign Policy Research Institute. Her work focuses on naval strategy, maritime power, defence policy, and the role of sea power in contemporary geopolitics.The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical instability and organised crime to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you're a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.Dominic Bowen is the host of The International Risk Podcast and Europe's leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe's leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe's business leaders. Dominic is the go-to business advisor for leaders navigating risk, crisis, and strategy; trusted for his clarity, calmness under pressure, and ability to turn volatility into competitive advantage. Dominic equips today's business leaders with the insight and confidence to lead through disruption and deliver sustained strategic advantage.Subscribe for all our updates!Tell us what you liked!
Craig Carton and Chris McMonigle react to the latest developments involving New York Giants rookies Abdul Carter and Jaxson Dart after both players addressed their widely discussed disagreement surrounding President Donald Trump.
Abnormalities in the Thomas Massie race start to emerge // Is there hope of saving American politics from lobbyist influence? // “Why We’re Reopening the Lindbergh Files” // LETTERS
Edmund Fitton-Brown discusses the Strait of Hormuz closure and the potential for military escalation if negotiations fail. He critiques European passivity and notes China's interest in reopening the vital waterway. Bill Roggio joins the conversation. (11/16)1964
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Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today, I'll be talking about expectations heading into the U.S.-China summit this week and what investors should be watching. It's Wednesday, May 13h at 11am in Copenhagen. Despite the importance of the upcoming summit, we think expectations for tangible progress should remain relatively modest. Reporting ahead of the meeting indicates that the discussions will focus on trade, Taiwan arms sales, and the U.S.-Iran conflict. Across the board, our base case remains an extension of the current truce with limited areas of relaxation. That's probably enough to support modest upside for risk assets in China, but likely short of the kind of breakthrough needed for a material re-rating in risk premia. Let's start with trade. We think the discussion here is likely to skew toward phase one style commitments rather than structural policy shifts. That could include additional Chinese purchases in sectors like agriculture and aerospace, or things like high-level trade and investment pledges. Or even limited tariff relief in key areas designed to demonstrate cooperation but without fundamentally changing the competitive dynamic between the two countries. What we don't expect is a meaningful unilateral tariff reduction from the U.S. side heading into the summit. Remember, China still faces an effective tariff rate of around 30 percent, and it benefited the most of all our trading partners when the Supreme Court struck down the IEEPA tariffs earlier this year. As we noted at the time, that lowered its effective rate by roughly 7 percentage points. Secondly, we think the administration continues to view higher tariff levels on China versus other trading partners as a strategic imperative. Said differently, the administration appears committed to maintaining some degree of structural separation between China and other trading allies like Europe, Japan, and South Korea. We think that means a large-scale tariff reset is unlikely in the wake of the summit or in the lead up. On Taiwan, we also see limited room for meaningful policy change. President Trump has publicly referenced Taiwan arms sales in recent comments, but we think a major concession from China would be needed for a meaningful departure from many years of U.S. policy precedent. The third issue on the agenda is the Iran conflict and the Strait of Hormuz. Reopening the strait is likely the area of greatest uncertainty heading into the summit. The extent to which the U.S. will ask for China's help on this front and whether or not that request will be granted remains a key unknown. But there's also a technology dimension here worth watching closely. While public reporting indicates that export controls are likely not formally part of the talks, we see a possibility that the discussion could occur, in particular in the context of rare earth relaxations from China's side. Concessions on rare earth controls likely require some corresponding U.S. flexibility on advanced semiconductor exports, given the chips for rare earths equilibrium that we think underpins the strategic bilateral relationship. We think that's largely what's disincentivized both sides from escalating in recent months. So, what should markets watch most closely? Aside from tangible trade arrangements or a formal extension of the truce, we think the tone will be crucial. Language around technology cooperation or an agreement to continue negotiating will be critical in assessing how both sides plan on managing the relationship moving forward. Remember, this event is one of several potential meetings this year, so symbolic commitments toward broader structural concessions in the future could matter. For now, we think the most likely outcome is continued stabilization rather than a transformational reset. That's still constructive for markets at the margin, but probably not enough to eliminate the geopolitical overhang that continues to shape investor positioning globally.Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen and share the podcast with a friend or colleague today.
11/16: Evan Ellis reports on Venezuela's repressive regime, which continues to hold political prisoners despite an economic reopening. He discusses the US fuel blockade on Cuba and its humanitarian impact. Potential resolutions include naming a date for Venezuelan elections and ratcheting diplomatic pressure on the Cuban leadership.1900
President Trump reached a last-minute ceasefire with Iran just before his deadline to bomb the country's bridges and power plants, with Iran agreeing to open the Strait of Hormuz for two weeks while negotiations continue over a 10-point peace proposal. Iran and the U.S. are both claiming victory, but the terms are murky and Israel says the deal does not include Lebanon, even as Hezbollah says it is abiding by the ceasefire. And global markets are surging on the news, but analysts warn the damage done to oil infrastructure will keep prices high for a long time to come.Want more analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Rebekah Metzler, Gerry Holmes, Rafael Nam, Mohamad ElBardicy, and Alice Woelfle.It was produced by Ziad Buchh and Ava Pukatch.Our director is Kaity Kline.We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Supervising Producer is Michael Lipkin.(0:00) Introduction(01:58) Trump-Iran Ceasefire(05:41) Iran On Trump's Reversal(09:51) Markets React To Reopening Of HormuzTo manage podcast ad preferences, review the links below:See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy