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The following article of the Professional Services industry is: 'How Mexico's New Tariff Rules Impact Legacy Energy Assets' by Patricio Gamboa, Founding Partner, Energy Intelligence Consulting.
Bill and Scott discuss the Trump administration's proposed new tariffs on Canada under Section 338, the implementation of Section 301 tariffs on more than 80 countries, and the implications of the tariff provisions contained in the Russia Sanctions Bill currently making its way through Congress.
Allen covers Dominion’s $800M tariff hit, Eversource’s 84% profit drop, Nordex’s record quarter, and a looming floating wind vessel shortage. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Good Monday, everyone. Let us start this week with a number. Eight hundred million dollars. That is what tariffs on steel and aluminum added to Dominion Energy’s Coastal Virginia Offshore Wind project. Dominion President Bob Blue shared the damage on a second-quarter earnings call. Two hundred and thirty million dollars … just in the latest quarter alone. That is on top of the five hundred and eighty million from the quarter before. The project is eighty-one percent complete. Thirty-one turbines are already spinning … producing more than four hundred and fifty megawatts. But the finish line just moved. Completion is now expected by the end of twenty twenty-seven. Weather delays. Vessel maintenance. And some particularly complicated turbines to install. Blue says the project will still save customers money. And Dominion expects to pocket more than five hundred million dollars in savings from grid upgrade cost shifts. The total price tag … eleven-point-six billion dollars. Now … if Dominion is feeling the squeeze in Virginia … Eversource up in New England is feeling something worse. The utility’s second-quarter profit dropped eighty-four percent. Net income fell to just fifty-three-point-seven million dollars. Why? A one-hundred-and-sixty-four-million-dollar charge tied to the offshore wind projects they already sold. South Fork Wind. Revolution Wind. Eversource got out of offshore wind back in twenty twenty-four … but the bills keep coming. Higher-than-expected payments to Global Infrastructure Partners are dragging down the bottom line. So one company builds through the pain. Another walks away … and still pays for it. But here is some good news. Over in Hamburg, Germany … Nordex just posted a quarter that would make any CEO smile. Sales up sixteen percent. EBITDA … more than doubled … to two hundred and twenty-four million euros. Margins hit ten-point-three percent. Net income … one hundred and eleven million euros. Up from thirty-one million a year ago. And orders? Up thirty-two percent. Three-point-one gigawatts of new turbine orders in just one quarter. Their total order book now stands at eighteen-point-four billion euros. Nordex CEO José Luis Blanco confirmed the full-year guidance. The onshore wind giant is not just surviving. It is thriving. Now … let us go to sea. Classification society ABS says floating offshore wind is about to create a brand-new problem. Not enough ships. A new report says demand for large anchor-handling vessels and multipurpose support vessels will surge as floating wind projects go from small demonstrations to full commercial scale. Here is the number that tells the story. A single one-gigawatt floating wind farm needs about one hundred and ninety-eight anchors … and nearly two hundred kilometers of mooring lines. That is far more than a single deepwater oil and gas platform. ABS says shortages in certain vessel classes could hit as early as twenty twenty-nine. Global floating wind capacity is expected to grow from about two hundred and seventy megawatts today … to fourteen gigawatts by twenty forty. The race for ships … has begun. And speaking of ships … Japan just finished building one. Mitsui O.S.K. Lines held a naming ceremony in Nagasaki for the Wind Whale. Japan’s first coastal deck carrier built specifically for offshore wind. One hundred and forty-nine meters long. A flush deck designed so that monopiles, towers, blades and nacelles can roll right on from the stern. It even has dynamic positioning … so it can transfer cargo directly to installation vessels at sea. Built in China by Taizhou Sanfu Ship Engineering … the Wind Whale will carry foundations from a factory in Okayama to construction sites around Japan. A country that once built ships for oil … now builds them for wind. And finally … back home in Iowa. The state Supreme Court ruled that the CEO of Global Fiberglass Solutions can be held personally liable for dumping thirteen hundred used wind turbine blades across the state. CEO Donald Lilly and another executive argued they were never in Iowa. The court disagreed. Lilly signed the contracts. Iowa Attorney General Brenna Bird put it plainly. They were hired to recycle used wind turbine blades. Instead … they dumped them. Four hundred blades piled up along Interstate 35 near Ellsworth alone. The lesson? You can build an industry on clean energy. But you still have to clean up after yourself. So what does all of this mean … if you work in wind? It means the money is real now. Projects are not getting canceled. They are getting more expensive. And that changes the math for every engineer, every project manager, every supply chain director reading a bid today. Tariffs come and go. But an eleven-billion-dollar project does not stop on a dime. It means the vessels you need may not be there when you need them. If you are planning a floating wind project for the early twenty thirties … your vessel strategy should already be on paper. It means manufacturers who kept their discipline … who held their margins and grew their order books … are the ones writing the next chapter. And it means accountability is coming to every corner of this business. You cannot just build turbines. You have to manage the turbines. This industry asked the world to trust it with the future of energy. That trust comes with responsibility. And that is the state of the wind industry for August 3rd, 2026.
The Bank of Canada says the Canadian economy is beginning to improve, inflation has fallen to 2.8%, the TSX has reached another all-time high and Canadian consumers continue to spend. So why does the economic outlook still feel so uncertain? In the August 2026 Economic Update, Darren and Christina break down the proposed 50% U.S. tariffs on certain Canadian products, the latest movement in the Canadian dollar, what's driving the Canadian and American stock markets, and why major institutions continue buying Bitcoin. They also examine the growing disconnect between the federal government's promise to build 500,000 homes annually and CMHC's forecast that Canadian housing starts will decline over the next several years. Darren also digs into the newly opened Gordie Howe International Bridge, why the project is great news for Canadian trade and the unanswered questions surrounding the revised revenue-sharing agreement with the United States. Plus, they discuss the difference between mortgage insurance and personally owned term insurance, Manulife's growing use of AI, Control & Compound's new Instagram account and the episodes coming in August. *** Follow the new official Control & Compound Instagram account: @controlandcompound_ Show notes: 00:00 - Canada's August Economic Update 03:54 - Bank of Canada Holds Interest Rates 06:42 - Inflation Falls but Groceries Keep Rising 08:15 - What's Pushing Down the Canadian Dollar? 10:30 - The TSX Outpaces the S&P 500 15:02 - Bitcoin Rebounds as Institutions Keep Buying 18:54 - Canada's Housing Market Begins to Stabilize 20:55 - The Government Promised 500,000 Homes a Year 23:13 - The Gordie Howe Bridge Is Officially Open 25:42 - Questions About the Revised Bridge Agreement 30:38 - Trump's Proposed 50% Tariffs 32:34 - Some Positive News for Canada's Economy 34:36 - Term Insurance Versus Mortgage Insurance 37:04 - How Manulife Is Using AI 39:07 - Control & Compound's New Instagram Account 41:18 - Recent Episodes and What's Coming in August FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound_ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en LINKEDIN: https://www.linkedin.com/company/darren-mitchell-associates-inc/?viewAsMember=true BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us
How should Canada retaliate against Trump's tariff threats? Should we retaliate at all? Interfor is moving out of BC to Atlanta, Georgia. Guest: Bill Tieleman - Strategy and communications consultant and veteran campaigner Learn more about your ad choices. Visit megaphone.fm/adchoices
Procurement Says No is now sponsored by Kodiak Hub - The SRM suite that makes you super smart. Check you out with your splendid fancy pants. www.KodiakHub.comMeanwhile it's almost time to set fire to the sky as various AI agents begin to attack one another in an "unprecedented" AI cyber-attack. Oooops. Don't worry, it's all contained in the sandbox, no wait...Also in this episode...UK Military work out the best place to buy grenades. Not.CIPS funds the promotion of deforestation-free procurement in Wales.More Trump tariffs - this time for slavery in supply chains.It turns out that diamonds aren't forever.Who knew that the Suez Canal keeps closing and re-opening.New UK Government - sort of.Theme of resilience in procurement remains, er, resilient.Sainsbury's chicken eggs white supremacy madness.All this plus more on our wonderful "Ask Rich and Ed bot" AI companion app - which will answer all of your questions with genius and brilliance. We couldn't believe it! You won't either - so click the link below to be amazed...https://mentaraiq.com/share/chatbot/0e874f81-612c-46e5-8c7d-b1a8fc7ee544And, yes there is a drone called the T-400. Not quite as good as the T-600. Yet.Become a supporter of this podcast: https://www.spreaker.com/podcast/procurement-says-no--5886102/support.
Can you help me make more podcasts? Consider supporting me on Patreon as the service is 100% funded by you: https://EVne.ws/patreon You can read all the latest news on the blog here: https://EVne.ws/blog Subscribe for free and listen to the podcast on audio platforms:➤ Apple: https://EVne.ws/apple➤ YouTube Music: https://EVne.ws/youtubemusic➤ Spotify: https://EVne.ws/spotify➤ TuneIn: https://EVne.ws/tunein➤ iHeart: https://EVne.ws/iheart EV SALES SPREAD AS CHINA SLOWS https://evne.ws/dsw5n EUROPEAN BEV SHARE HITS RECORD IN JUNE https://www.jato.com/resources/media-and-press-releases/bevs-overtake-25-of-the-european-market-as-june-delivers-the-strongest-month-of-2026 RIVIAN BEATS, BUT R2 COSTS MOUNT https://evne.ws/4dehj RIVIAN SEES STRONG EARLY R2 CONVERSION https://evne.ws/rlsis VW URGES FAST EU TARIFFS ON CHINESE PHEVS https://evne.ws/43251 DENZA OPENS UK BAO 5 ORDERS https://electriccarsreport.com/2026/07/denza-bao-5-uk-price-specs-and-range-confirmed/ MERCEDES FACES YEARS OF CHINA PRICE PRESSURE https://evne.ws/vcrf8 GENESIS PRICES GV60 MAGMA AT $71,495 https://evne.ws/9cese CHINESE TRUCK MAKERS USE EUROPE'S FACTORIES https://evne.ws/8130s VATTENFALL TESTS OPEN EV CHARGING BAYS https://evne.ws/mtoeh MAN STARTS MCS-READY ELECTRIC TRUCK PRODUCTION https://evne.ws/aslzg NEXT MX-5 READIES FOR ELECTRIC FUTURE https://evne.ws/xownl
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal.Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury.Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Steve Keen is an economist and was most recently Head of the School of Economics, History and Politics at Kingston University in London. He has done research on a wide variety of topics, including Marxist economics, debt, complexity theory, and systems dynamics. In this episode, Steve and Robinson discuss his economic framework in relation to wars around the globe. More particularly, the discuss the importance of oil in the Iran War, the cold war with China, the war in Ukraine, and more.OUTLINE00:00 The Crucial Importance of Oil in the Iran War08:54 Systems Dynamics and Economics14:22 How Much Inflation Will the Iran War Cause?18:17 Will the Iran War Cause Famine?28:56 Conspiracy and the Iran War30:48 Tariffs and Trade Deficits46:03 Will Trump's Tariffs Bring Manufacturing Back to the United States52:49 Steve's Motivation59:25 The Crucial Flaw in Marxism01:12:43 Understanding the War in Ukraine's Impact on Europe01:16:38 On Putin's Motivations in Ukraine01:26:32 Understanding Trump through Narcissistic Personality Disorder01:32:52 Trump and the Takeover of Venezuela01:38:11 Economists Misunderstand Everything About China01:53:01 Why Will China Survive Global Warming?01:57:18 AI and the Future Economics of the WorldRobinson Erhardt researches symbolic logic and the foundations of mathematics at Stanford University, where he is also a JD candidate in the Law School.
Politically Entertaining with Evolving Randomness (PEER) by EllusionEmpire
Send us Fan MailWe test Dr Bob Thiel's claim that Trump's second-term policies are producing predictable ripple effects across trade, Europe's security posture, and Middle East escalation. We also wrestle with COVID-era censorship, public health incentives, and why both parties keep missing the deeper consequences. • Dr Thiel's free book and his method of tracking predictions against mainstream sources • Tariffs and policies that accelerate de-dollarization and new trade alignments • Europe approving new trade deals and rearming for strategic autonomy • Protests, “strong leader” dynamics, and the pressure toward EU reorganization • Iran “maximum pressure,” neutralization, and emerging regional military blocs • WHO withdrawal as a future-risk decision alongside COVID censorship backlash • Nutrition, vitamin D, exercise, and why basic immune health became politicized • US debt growth, the Asia pivot, and allies losing trust in US guarantees • Media bias, multi-source news habits, and rebuilding agreement on basic facts Give a review on this podcast. Give a five star, and I want a good reason why it gets a five-star. And if it's four stars or lower, how can this podcast improve? Be specific.Follow Dr. Bob Thiel at ...YouTubehttps://www.youtube.com/@BibleNewsProphecyFacebookhttps://www.facebook.com/BibleNewsProphecy/Twitterhttps://x.com/cogwriterPinteresthttps://nz.pinterest.com/biblenewsradio/Substackhttps://biblenewsprophecy.substack.com/Check these sources outGround NewsNew PaperAll SidesOpensecretSupport the showSupport the showFollow your host atYouTube and Rumble for video contenthttps://www.youtube.com/channel/UCUxk1oJBVw-IAZTqChH70aghttps://rumble.com/c/c-4236474Facebook to receive updateshttps://www.facebook.com/EliasEllusion/LinkedInhttps://www.linkedin.com/in/eliasmarty/Some free goodiesFree website to help you and me https://thefreewebsiteguys.com/?js=15632463New Paperhttps://thenewpaper.co/refer?r=srom1o9c4glPodMatchhttps://podmatch.com/?ref=1626371560148x762843240939879000
BartTheRealtor.com sponsors the wife cast with Crystal Vann and Andrea Dennis Bart and Crystal offer experienced real estate help in Central Florida and beyond Party-wife debates lead to Cowboys line dancing, concerts, and Ocean Deck stories Robbie Williams denies cocaine fell from his nose during the World Cup final Amazon spending controls lead to a $9 fish glove for Maisie A mislabeled Amazon package delivers Tom a purple bodysuit instead of Splenda Tom's nervous denials, order history, and overexplaining make him look suspicious Kids respect YouTubers more than radio hosts; Maisie says Dan just talks Maisie's appetite, local-news obsession, game shows, and Ryan Seacrest opinions Swim-fin shopping moves from Dick's to cheaper options at Walmart Georgia open carry feels normal there but alarming in Orlando A man's arrest sparks debate over stereotypes, ethnic slurs, intent, and changing language Bearcat THC seltzer sponsors the show with code USA250 through July Crystal's second Bearcat causes an intense high with laughter, tears, and a racing heart Drinking limits, early bedtimes, intimacy signals, and handling rejection maturely THC tolerance breaks, microdosing, double doses, cottonmouth, and memory loss Housecleaners discover cannabis products, bottles, underwear, and Dan's 200 hats Long family showers, limited hot water, and Maisie's shower concerts Georgia plans include a huge discounted cabin, fishing, tubing, hiking, and ticks Airbnb cleanliness, personal pillows, and preferring to sleep at home Jim Colbert joins after Dan texts that he misses him Don Mealy Chevrolet sponsors Jim's segment after more than 10 years of support Jim discusses avoiding social media, preserving mystery, and saving family memories Self-promotion feels awkward while simple household videos perform surprisingly well Short-form content feels creatively empty and less durable than radio Jim remembers meeting 19-year-old Dan and bonding over Alice in Chains Rich Berner, Vinny Boombotzy, The Chronics, and Real Radio's early website Early radio used razor-cut tape, carts, printed memos, boomboxes, and sound-effect CDs Russ, Bo, and Dirty Jim learned talk radio from Jim Philips, Ron and Ron, and Stern Baseball teammates taught Jim the ball-busting humor that became his career Political talk, media diets, varied news sources, and careful fact-checking Claude, Copilot, and ChatGPT compared alongside AI privacy and creativity concerns Tinnitus, safe volume, Huey Lewis' hearing loss, aging, and losing lifelong passions Golf with Colby, jiu-jitsu, poker tells, and Dan's $300 Baldwin Park loss Jim's pocket Derringer leads to gun, restroom, and skinny-jeans talk Young Guns sparks a parenting debate about teens, nudity, and Gen X movies H.O.T.S., Up the Creek, Porky's, Bachelor Party, and video-store movie nights Real Radio's long-running lineup and uncertain next generation Media moves from tapes to streaming as theaters and studios decline Gen Z AI backlash, college booing, and online snark entering politics Data centers raise power, water, noise, property-value, and security concerns Gigascale AI facilities may need dedicated power or small nuclear plants Tariffs and unavailable US parts threaten affordable custom Monopoly games ### Website: https://tomanddan.com/ App: https://tomanddan.com/app Become a BDM: https://tomanddan.com/registration Merch: https://tomanddan.myshopify.com/ YouTube: https://www.youtube.com/@TomandDanLive Twitch: https://www.twitch.tv/tomanddanlive Facebook: https://www.facebook.com/AMediocreTime Instagram: https://www.instagram.com/tomanddanlive/ X: https://x.com/TomAndDanLive TikTok: https://tiktok.com/@tomanddanshow Reddit: https://reddit.com/r/tomanddan ACT RSS: https://feeds.libsyn.com/61976/rss AMT RSS: https://feeds.libsyn.com/18904/rss
It's This Week in Bourbon for July 31st 2026. 24th class of inductees into the prestigious Kentucky Bourbon Hall of Fame have been announced, More tariff wars resume, and Bardstown Bourbon Company is launching Victoria Pineapple Barrel Finish Whiskey.Show Notes: Kentucky Distillers' Association announces 24th Kentucky Bourbon Hall of Fame class Apogee 21 acquires Luca Mariano Distillery and Rod & Hammer's President Trump levies 50% tariffs on select Canadian imports Uncle Nearest receiver files major counterclaim alleging lender oversight and fraud Starlight Distillery celebrates 25th anniversary with limited-edition releases Bourbon Women SIPosium returns to Louisville for 15th anniversary event Alabama Cooperage to close Trinity plant by September 2026 US removes 10% tariff on Scotch whisky imports Moonshine University to cease operations at the end of 2026 RNDC files for Chapter 11 bankruptcy and winds down operations James B. Beam Distilling Company announces 2026 Old Grand-Dad 7-Year Bottled-In-Bond Goose Island unveils 2026 Bourbon County Brand Family stout lineup New Riff Distilling brings back annual Headliner release for 3rd year B.H. James Distillers launches Spirit 76 line of flavored Kentucky bourbon Heaven Hill Distillery debuts Heaven Hill Bottled-in-Bond Double Mash 9-year bourbon Maker's Mark launches travel retail exclusive Artist Series – City Edition Brother's Bond Bourbon launches 7-year bottled-in-bond straight bourbon Garrison Brothers Distillery announces 1st-ever pre-sale for Hye Rye Bourbon Bardstown Bourbon Company debuts Victoria Pineapple Barrel Finish Whiskey Old Forester debuts The 117 Series Triple Char Kentucky Straight Bourbon St. Louis Bourbon Festival returns to Lemp Mansion on October 16, 2026 Bib and Tucker introduces 8-Year-Old Bottled-in-Bond Tennessee Bourbon Still Austin Whiskey Company opening massive 15,000-sq-ft venue in Austin Jefferson's Bourbon debuts ultra-limited Founder's Reserve 20-Year-Old Learn more about your ad choices. Visit megaphone.fm/adchoices
Tariffs, inflation, difficulty in finding buyers for grapes. It's all been a challenge for local winemakers on the Central Coast. Many wineries are now looking at alternative business models to try to satisfy a fragmented consumer base. Reporter: Mira Honeycutt Much of California is preparing for more hot weather this weekend. Temperatures could reach triple digits for many inland areas. And that means people near the coast will likely be looking for a way to cool off, at local beaches. But the combination of heat waves and rough water conditions is resulting in lifeguards across the state becoming that much more important. Reporter: Billy Cruz, The California Report Learn more about your ad choices. Visit megaphone.fm/adchoices
If you run a business that exports to the United States, how big is the tariff you have to pay? In 2025 that question was hard to answer. Between February and December, 53 separate announcements introduced, delayed, reinstated or changed US tariffs, with different countries and products pulled in or exempted each time.Kalina Manova (UCL, CEPR) and her colleagues built a database of every one of those announcements, but they also measured the confusion that those announcements created. She tells Tim Phillips about how tariff confusion has become a second tax on trade, as confusion puts off exporters: but it's one that raises no revenue. On average, uncertainty about the actual tariff doubled the damage done to trade by the tariff hikes themselves. For some countries it tripled it. Does this result mean that, if the US cleared up the confusion by not changing its tariffs regularly, it could double tariff income for the same impact on trade?The research behind this episode:Manova, Kalina, Dennis Novy, Thomas Sampson, and Aaron Tang. 2026. "Tariff Confusion." CEPR Discussion Paper DP21688 (gated).To cite this episode:Phillips, Tim, and Kalina Manova. 2026. "Tariff Confusion." VoxTalks Economics (podcast).About the guestKalina Manova is Professor of Economics at University College London and a Research Fellow at the Centre for Economic Policy Research. Her work spans global production networks and multinational activity, firm productivity and management, trade policy, and the financial frictions that shape international trade and investment. She holds an AB, AM and PhD from Harvard, and has previously held posts at Stanford, Princeton and Oxford.Research cited in this episodeUS Tariff Announcement Database (USTAD). The dataset Manova and her co-authors assembled by hand from US presidential executive orders and proclamations, recording all 53 tariff announcements of 2025 and tracing, for roughly 230 origin countries and more than 18,000 ten-digit product categories, the statutory tariff in place each month.The four confusion measures. With no direct way to measure confusion, the paper proxies it four ways: the cumulative number of relevant announcements a firm had to track; the number of possible tariff calculations those announcements could produce (labelled tariff mess, defined as two to the power of the number of announcements); the highest tariff a firm might infer if it heard only the bad news (tariff max); and how far that worst case sits above the true statutory rate (tariff miss).The firm survey. A survey of roughly 4,500 firms in the US and Canada in March and April 2025 found that around 45% believed tariffs on Chinese goods were below 20%, when the true average was about 42%; at the same time, 87% underestimated how many announcements had postponed or rolled back tariffs. Firms were wrong in both directions at once.Trade policy uncertainty. A prior literature on uncertainty about future tariffs, which tends to find that firms delay forming trade relationships when the future is unclear. The paper's contribution is to separate confusion about current tariffs from uncertainty about future ones, and to show the former bites on its own.Relationship-specific investment and trust. Trade in goods that require buyers and suppliers to customise to one another, or that sit in stickier supply relationships, proved more resilient to confusion; so did trade with countries whose populations report higher trust in foreigners. Informal trust, rather than formal contract enforcement, did the work of cushioning the shock.The IEEPA ruling. In February 2026 the US Supreme Court ruled that the tariffs imposed in 2025 under the International Emergency Economic Powers Act were unlawful. The paper's data stops before the ruling, which generated fresh policy change and, presumably, fresh confusion.More VoxTalks Economics episodesWorld War Trade. Richard Baldwin on how the April 2025 tariffs settled into a trade Cold War, and why the rest of the world kept trading without the US.Europe in the Middle. Pol Antràs and Beata Javorcik on where redirected Chinese exports go when they can no longer sell in the US, and what that means for European firms and consumers.How exchange rates responded to tariffs. Giancarlo Corsetti on why the dollar fell after Liberation Day when tariffs should, in theory, have pushed it the other way.Related reading on VoxEU.orgTrump and Tariffs, a VoxEU debate page collecting research on how the 2025 tariffs are reshaping supply chains, trade relationships and market stability.
Host: Lalo Solorzano & Andy Shiles Guest(s): Valerie Sorensen-Clark Published: July 30, 2026 Length: ~25 minutes Presented by: Global Training Center Summary What happens when a court rules that tariffs were improperly imposed—and how can importers recover the money they've already paid? In this episode of Simply Trade, hosts Lalo Solorzano and Andy Shiles welcome international trade attorney Valerie Sorensen-Clark of GDLSK. Drawing from her unique experience as former U.S. Customs and Border Protection (CBP) counsel, Valerie explains the current status of IEEPA tariff litigation and what businesses should expect as CBP processes refunds. The discussion breaks down the difference between liquidated and unliquidated entries, why those distinctions matter, and how the new CAPE refund process is being implemented. Valerie also shares behind-the-scenes insight into the legal and operational challenges CBP faces while building systems to process unprecedented tariff refunds. Whether you're an importer, customs broker, trade professional, or legal advisor, this conversation offers practical guidance on determining your eligibility, understanding the refund process, and knowing when it's time to consult customs counsel. If your company paid IEEPA tariffs, this episode provides valuable context on what comes next and how to prepare. Main Topic / Discussion The conversation focuses on the evolving legal landscape surrounding IEEPA tariffs following recent court decisions and what those rulings mean for importers seeking refunds. Valerie explains: Why the courts determined the IEEPA tariffs exceeded statutory authority. The operational rollout of CBP's CAPE refund process. The critical distinction between liquidated and unliquidated entries. Why some refunds can be processed immediately while others require additional court action. Practical steps importers should take now to determine their options. Key Takeaways • Court decisions have opened the door for many importers to recover improperly collected IEEPA tariffs. • Understanding whether an entry is liquidated or unliquidated is critical because it determines how refunds may be processed. • CBP has made significant progress implementing the CAPE refund process but continues expanding functionality for more complex entry types. • Importers with significant tariff exposure should consult an experienced customs attorney to evaluate potential recovery opportunities. Resources & Mentions • Global Training Center – https://www.globaltrainingcenter.com?utm_source=SimplyTradePodcast • GDLSK LLP - https://www.gdlsk.com/?utm_source=SimplyTradePodcast • U.S. Customs and Border Protection (CBP) • U.S. Court of International Trade (CIT) Credits Host: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/ Andy Shiles — https://www.linkedin.com/in/andyshiles/ Guest(s): Valerie Sorensen-Clark — https://www.linkedin.com/in/valerieannsorensen/ Producer: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/?utm_source=SimplyTradePodcast
"Generic drugs are not the costly drugs. A 100% increase on a relatively inexpensive generic may not even be noticeable."In this episode of Last Month in Healthcare, Producer Nathaniel and I sat down with Sean McGowan of Centivo to break down the biggest healthcare news stories of July 2026.We started with the proposed tariffs on generic drugs - 100% in 2028, 200% in 2029 - and what that actually means when India supplies roughly half of U.S. generic volume and China supplies most of the active ingredients. We also dug into ACA marketplace insurers proposing a 14% median premium increase for 2027 and whether ICHRA adoption is quietly loading that risk pool, the Patients Deserve Price Act clearing Senate HELP 21-1 and whether posted prices change any real behavior, specialty drugs on track for a 32% jump by 2028 driven by utilization rather than unit price, and a misleading headline about $6.6 trillion in "tax help" for employer plans that's actually been on the books since the 1950s.To cap it off, we ran a point solution trade deadline in honor of the MLB deadline - six solutions on the roster, a $100 cap, and some tough calls on who's overpaid. Plus I answered a listener question on whether covering GLP-1s for weight loss locks an employer in for good. Tune in for a great conversation!Thank you to Walk-On Clinic for sponsoring this episode. Visit walkonclinic.com to learn more.Chapters:(00:00:00) Intro: Sean McGowan and Walk-On Clinic(00:01:39) 200% Tariffs on Generic Drugs by 2029(00:04:41) ACA Insurers Want a 14% Premium Hike for 2027(00:07:28) The Patients Deserve Price Act Clears Committee(00:10:44) Specialty Drug Costs to Jump 32% by 2028(00:13:10) The $6.6 Trillion Tax Break Nobody Noticed(00:14:37) Game: The Point Solution Trade Deadline(00:19:52) Ask Spencer Anything: Can You Un-Cover GLP-1s?
What goes into kicking off, planning out, & sustaining a podcast? The Krewe presented their lived experiences in podcasting, along with recommendations & tips for aspiring content creators in the US-Japan space, during a workshop on July 30, 2026 at the NAJAS (National Association of Japan-America Societies) National Conference. This episode is that workshop! ------ About the Krewe ------ The Krewe of Japan Podcast is a weekly episodic podcast sponsored by the Japan Society of New Orleans. Check them out every Friday afternoon around noon CST on Apple, Google, Spotify, Amazon, Stitcher, or wherever you get your podcasts. Want to share your experiences with the Krewe? Or perhaps you have ideas for episodes, feedback, comments, or questions? Let the Krewe know by e-mail at kreweofjapanpodcast@gmail.com or on social media (Twitter: @kreweofjapan, Instagram: @kreweofjapanpodcast, Facebook: Krewe of Japan Podcast Page, TikTok: @kreweofjapanpodcast, LinkedIn: Krewe of Japan LinkedIn Page, Blue Sky Social: @kreweofjapan.bsky.social, & the Krewe of Japan Youtube Channel). Until next time, enjoy! ------ Support the Krewe! Offer Links for Affiliates ------ Use the referral links below & our promo code from the episode! Support your favorite NFL Team AND podcast! Shop NFLShop to gear up for football season! Zencastr Offer Link - Use my special link to save 30% off your 1st month of any Zencastr paid plan! ------ Links for NAJAS ------ NAJAS Website NAJAS Conference Website ------ JSNO Upcoming Events ------ JSNO Event Calendar Join JSNO Today!
Trump has put a 12.5 percent tariff on about 70 percent of NZ exports to the US, and this one looks more likely to stick The 'Liberation Day' tariffs were struck down earlier this year, but Trump is back with a new round of tariffs, and experts say these look more legally soundFind The Detail on Newsroom or RNZGo to this episode on rnz.co.nz for more details
Tariffs, inflation, high interest rates, artificial intelligence, and global competition are reshaping the U.S. economy—but what does that mean for your paycheck, household budget, job, and small business?In this episode of What's New with M.E., host Ali Mehdaoui breaks down today's biggest economic headlines with straightforward analysis and late-night satire. We explore how tariffs may affect consumer prices, why everyday expenses remain high even when inflation slows, how AI is transforming jobs and entrepreneurship, and what global economic changes could mean for American families.Most importantly, we discuss practical ways families, professionals, and entrepreneurs can adapt, prepare, and find support.Are you or someone you know struggling economically?Complete our confidential assistance form so our team can better understand your situation and explore possible resources, opportunities, or community connections:
Our guest on this week's episode is Maxime Darmet, senior economist at Allianz Trade. One week ago here in the U.S., we saw former trade tariffs expiring and a host of new tariffs being slapped on most of our trading partners. These new tariffs are attempting to tie these countries to not doing enough to prevent forced labor in the production of their products, though those allegations are extremely hard to prove. Our guest shares about these new tariffs, their impacts to our supply chains, and he compares them to previous tariffs. We also look at how business margins have been affected by the various tariffs of the past year and a half.We cover a lot of cool technology for logistics and one of the most space-age is the idea of delivering parcels with flying autonomous drones. This week, we saw two new advances in drone delivery. One for small items and one for large items.More warehouses are implementing automated packaging solutions these days—and as they do, they are demanding a higher level of collaboration with equipment vendors. The trend reflects a growing demand for automated packaging systems that easily integrate with existing warehouse automation systems—and that signals a shift in the way many vendors are approaching the market.Articles and resources mentioned in this episode:Allianz TradeArmy drone delivers cargo in autonomous demoFederal regulators approve DoorDash plan for drone deliveryFinding the right fitVisit DC VelocityVisit Supply Chain XchangeSend feedback about this podcast to podcast@agilebme.com
Send us Fan Mail Our guest for this episode of “What's Happening Across the Atlantic” podcast series, is Sahra English, Managing Director and Head of International Government Affairs at CITI. In conversation with Yvonne Bendinger-Rothschild, Executive Director of the EACCNY, Sahra shares her insights on the latest developments in the brave new world of Tariffs. Thank you for listening! Please be sure to check us out at www.eaccny.com or email membership@eaccny.com to learn more!
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Key Topics The details and potential consequences of the US-Saudi civil nuclear agreement and its departure from previous non-proliferation standards The strategic importance of the Iran war, nuclear proliferation in the Middle East, and regional reactions to new US policies The Trump administration's approach to tariffs aimed at combating forced labor and their impact on international trade UK's post-election foreign policy outlook under Prime Minister Burnham, focusing on relations with Europe, the US, and support for Ukraine NATO defense commitments, international defense spending, and how UK's role in security continues to shape global stability The influence of the UK's domestic political landscape on its foreign policy and international partnerships Links Hugh Tomlinson — https://x.com/hughtomlinson Felicia Schwartz — https://x.com/felschwartz?lang=en Robbie Gramer — https://x.com/robbiegramer Belfer Center for Science and International Affairs — belfercenter.org World Review with Ivo Daalder — belfercenter.org/world-review-ivo-daalder
"Generic drugs are not the costly drugs. A 100% increase on a relatively inexpensive generic may not even be noticeable."In this episode of Last Month in Healthcare, Producer Nathaniel and I sat down with Sean McGowan of Centivo to break down the biggest healthcare news stories of July 2026.We started with the proposed tariffs on generic drugs - 100% in 2028, 200% in 2029 - and what that actually means when India supplies roughly half of U.S. generic volume and China supplies most of the active ingredients. We also dug into ACA marketplace insurers proposing a 14% median premium increase for 2027 and whether ICHRA adoption is quietly loading that risk pool, the Patients Deserve Price Act clearing Senate HELP 21-1 and whether posted prices change any real behavior, specialty drugs on track for a 32% jump by 2028 driven by utilization rather than unit price, and a misleading headline about $6.6 trillion in "tax help" for employer plans that's actually been on the books since the 1950s.To cap it off, we ran a point solution trade deadline in honor of the MLB deadline - six solutions on the roster, a $100 cap, and some tough calls on who's overpaid. Plus I answered a listener question on whether covering GLP-1s for weight loss locks an employer in for good. Tune in for a great conversation!Thank you to Walk-On Clinic for sponsoring this episode. Visit walkonclinic.com to learn more.Chapters:(00:00:00) Intro: Sean McGowan and Walk-On Clinic(00:01:39) 200% Tariffs on Generic Drugs by 2029(00:04:41) ACA Insurers Want a 14% Premium Hike for 2027(00:07:28) The Patients Deserve Price Act Clears Committee(00:10:44) Specialty Drug Costs to Jump 32% by 2028(00:13:10) The $6.6 Trillion Tax Break Nobody Noticed(00:14:37) Game: The Point Solution Trade Deadline(00:19:52) Ask Spencer Anything: Can You Un-Cover GLP-1s?
Trudie Mason is joined by Daniel Tran, Director of Communication and Governmental Relations at Casacom, and Victor Henriquez, Public Affairs and Crisis Management specialist at Public Strategy and Conseil. A new Leger survey shows that despite a majority of Canadians believing the U.S tariffs are a threat, whether we should respond with tariffs of our own is splitting the population right down the middle. The amount of time waiting for a doctor on the info santé phone line 811 has increased to an average of 89 minutes this month. A new column in the Journal de Montreal by Josée Legault argues that asking society to simply "coexist" with homelessness risks normalizing a growing humanitarian crisis. How much would you spend on a piece of art? For the city of Saskatoon, the answer is $300 thousand. Despite meeting barely half of their performance targets, government executives received over $200 million in bonuses last year.
Live July 29, 2026 | Yaron Brook Show(Season 12, Episode 128)War; Missiles; Tariffs; DEA; Fed; AI; Cockroach; Millionaires; Lithium; Milei | Yaron Brook ShowWatch Now: https://youtube.com/live/4hDC05-WIfIIran Fires Missiles. America Runs Low on Weapons. Is the West Ready for the Next War?Iran is becoming more aggressive. America is running short on critical munitions. Tariffs continue to distort the economy. AI innovation faces growing political pressure. Meanwhile, Argentina continues proving that free markets actually work.In this wide-ranging live episode of The Yaron Brook Show, Yaron examines whether the West is prepared for the geopolitical conflicts ahead—and why economic freedom remains the foundation of both prosperity and national security.Topics Covered• Iran and Middle East conflict• Missile defense and military preparedness• Defense technology startups• Anduril and autonomous weapons• U.S. military procurement• Trump's tariffs• Inflation and the Federal Reserve• Artificial Intelligence• Lithium batteries• Javier Milei and Argentina• Capitalism vs statismYaron unpacks Iran's missile strategy, America's defense-industrial weaknesses, emerging defense startups transforming warfare, Trump's tariff policies, inflation and the Federal Reserve, AI regulation, declining millionaire populations in the UK, falling lithium battery costs, and Javier Milei's remarkable economic reforms in Argentina.If you want serious analysis grounded in reason—not partisan talking points—this episode connects today's biggest headlines through the principles of capitalism, individual rights, and long-term thinking.Watch here: https://youtube.com/live/4hDC05-WIfITimestamps00:00 Introduction, travel updates & upcoming events3:08 Jordan Peterson courses & Ayn Rand 06:19 U.S.–Iran tensions escalate10:27 Iran's missile attack explained12:15 Saudi Arabia, Houthis & regional strategy19:21 Why Iran believes it can win20:23 America's missile shortage26:25 The artillery production problem31:40 Why U.S. defense procurement is broken35:25 Defense startups changing modern warfare38:00 Anduril and autonomous fighter aircraft42:19 New air defense technologies44:36 Mach Industries & next-generation weapons47:52 Autonomous naval systems52:10 Venture capital enters defense56:19 Trump's tariffs and economic damage59:48 Can tariffs survive legal challenges?1:01:42 Canada, Brazil & trade wars1:08:32 DEA operations against drug boats1:11:42 Oil prices, inflation & the Federal Reserve1:17:01 Should AI development slow down?1:20:57 India's bizarre cockroach protests1:30:41 Why millionaires are leaving Britain1:33:40 Lithium batteries get dramatically cheaper1:35:53 Javier Milei's economic success in Argentina1:39:51 Final thoughtsLive Audience Questions1:43:46 How do you overcome extreme self-consciousness?1:47:27 What did you think of the Michael Israel interview?1:50:25 Why does Iran's regional influence continue to grow despite its struggling economy?1:52:47 Are comparisons between ICE detention centers and Nazi concentration camps valid?1:55:17 Why is small talk more common in individualistic cultures?1:58:18 Do people underestimate how much economic freedom still exists within today's mixed economies?2:02:43 Why is Objectivism especially valuable for people who have always felt like outsiders?2:04:27 What makes T.A.R.S. such a compelling AI character, and what does it reveal about intelligence, personality, and human values?See pinned comment for more questions. Like this episode?Subscribe, share it with friends, and become a Patreon supporter to access monthly AMAs, exclusive content, and commercial-free audio.#Iran #Israel #MiddleEast #Tariffs #ArtificialIntelligence #MilitaryTechnology #JavierMilei #Economics #ChinaAI #Trump #JDVance #Objectivism #Capitalism The Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.
On this episode of the AAF Exchange, AAF President Douglas Holtz-Eakin and Director of Trade Policy Jacob Jensen discuss the latest on the economy and the Federal Reserve, ongoing developments involving Hugging Face, and why new tariffs may lead to the same familiar challenges. AAF products mentioned in today's episode: In the “Weekly Economic Tracker,” Holtz-Eakin breaks down this week's economic news. https://x.com/AAF/status/2082849347998224541?s=20 In “The Hugging Face Incident,” Holtz-Eakin discusses the potential implications of the Hugging Face cybersecurity incident on Congress' approach to regulating AI. https://www.americanactionforum.org/daily-dish/the-hugging-face-incident/ In “Do Tariffs Ever Really Die?” Trade Policy Analyst Jacob Jensen explains and analyzes the biggest news in international trade. https://www.americanactionforum.org/shipment/do-tariffs-ever-really-die/
Tariffs, sanctions and chokepoints have become the weapon of choice to punish political rivals - but what happens when these fail? Gideon discusses the impact of geopolitical disputes on global trade with Edward Fishman, author of Chokepoints: American Power in the Age of Economic Warfare. Clip: Al JazeeraFree links to read more on this topic:Trump vows to deliver ‘beating' to Iran in retaliation for latest attackSaudi Arabia joins US strikes on Iran-backed militias in IraqUkraine, Iran and how regional wars go globalDonald Trump rebuilds his tariff wallSubscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe.Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Sean McGarrity.Follow Gideon on Bluesky or X @gideonrachman.bsky.social, @gideonrachmanRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
"Tammy and I have decided to retire from our jobs and also from creating the Rock School Radio show. I know this is the 744th show on PRX but it's actually our 997th show overall. We will do this show and three more, ending on our 1000th show. To that end, in this show we will announce some musicians who might be retiring soon themselves. We will list the oldest people touring this summer."
This week on the Bourbon Bytes podcast, we're wrapping up July with a shorter episode packed with whiskey news, AI controversy, celebrity whiskey moves, and a bourbon review with a meaningful story behind it. The 15-month U.S. tariff on Scotch is officially over, but will bottle prices actually come back down? Then we look at CASKD AI, a new whiskey-focused artificial intelligence tool built for Scotch enthusiasts, collectors, market valuations, and bottle research. Beyoncé is also making a major move in the whiskey world by taking full ownership of SirDavis American Whisky after originally launching the brand with Moët Hennessy. Does this mean more SirDavis releases are coming? We also cover new releases from Bib & Tucker, Dancing Goat Distillery, and Bulleit, including a bottled-in-bond bourbon, older MGP-sourced whiskey, American single malt, and the new Bulleit '87 bourbon-and-rye blend. Then it's time for a Byte-Sized Review of Locke + Co Big Blaze Bourbon. This Colorado-finished Kentucky bourbon supports firefighters and first responders, with 10% of sales benefiting Grand County, Colorado. The whiskey is finished with charred Aspen discs sourced from the East Troublesome Fire area, creating a story-driven bottle with toasted oak, vanilla, muscadine grape, bitter chocolate, and sweet vanilla finish. Small correction: I accidentally refer to the brand as “Locke + Key” in the audio, but the correct name is Locke + Co.
SBA Administrator Kelly Loeffler joins The Morning XTRA to discuss why small businesses are leading the charge in manufacturing, job creation, and economic growth. She talks about AI, trade schools, apprenticeships, and how technology is helping entrepreneurs compete and expand. Loeffler also previews Congressman Rich McCormick’s Georgia job fair and explains how the SBA is connecting businesses with workers, capital, and new opportunities.Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.
Tonight on The Last Word: Donald Trump meets with Benjamin Netanyahu as the Iran war continues. Also, The New York Times reports the new Air Force One lacks crucial defense features. Plus, Iowa State Rep. Josh Turek rides a famed Iowa race using a handcycle. And after a Supreme Court loss, Trump doubles down on tariff falsehoods. Rep. Chris Deluzio, Eric Lipton, Iowa State Rep. Josh Turek, and Rep. Mark Pocan join Lawrence O'Donnell. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Gregory Copley reports the Trump administration has imposed tariffs on Australia, alleging "forced labor" practices—a claim Copley describes as spurious. This move antagonizes a loyal ally that has fought alongside the US for over a century. Consequently, Australia and Canada are beginning to lessen their strategic dependence on the US. Copley warns that such unilateral protectionism could weaken the long-term structure of the Western alliance. (9)1971 IRAN
On today's After Show, we talk about the latest developments on cigar tariffs. The landscape keeps changing, and we will keep you up to date. The Cigar Authority is a member of the United Podcast Network and is recorded live in front of a studio audience at Studio 21 Podcast Cafe upstairs at Two Guys Cigars in Salem, NH
Boll & Branch spent 12 years doing the unfashionable thing: perfecting the product first and figuring out distribution second. Chief Commercial Officer Katia Unlu joins Phillip and Brian on today's episode to discuss Boll & Branch's store expansion strategy, an AI-generated damage claim that went viral, and the case for stimulation over substitution. That's Not How the Waffle Blanket Tears Key takeaways: Brands of the DTC era that failed were distracted by over-indexing on one hero product and not focusing on customer experiences that drive retention and brand love. Boll & Branch opens stores where their customers and ICP already live. A human CX team caught an AI-generated image in a fraudulent damage claim thanks to the team's sharp knowledge of the brand's fabric and tear patterns. This is human expertise and technological advancement meeting in the middle. Boll & Branch's AI tools aim to stimulate the customer relationship rather than flatten it. The 2027 playbook is boring, but it works. Focusing on the fundamentals is key. [00:23:12] "People might buy something they enjoy, but they will actually defend what they love." – Brian Lange [00:29:45] "There's no shortcut for what real-life consumer insights can give you when you just go and talk to people in stores." – Katia Unlu [00:43:50] "We very much don't want to substitute. We don't have an AI bot on our website that you can even ask questions to." – Katia Unlu Associated Links: Boll & Branch Scott Tannen's LinkedIn post on AI-generated return fraud at Boll & Branch Read our in-store retail space analyses: Field Notes on Future Commerce More on human vs. agent: Episode 447: The Agent Has Left the Building Explore our Word of Mouth Index Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
SMT is one of the first shows we used to do when the podcast started all those years ago; Bruce Anderson would join me and we'd lay an SMT verdict on various issues and quotes. So as we lounge through the summer of 2026 Bruce wondered whether we should try a special holiday edition of SMT. So here it is. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Importers are watching to see whether upcoming Section 301 tariffs on 16 economies will add to forced-labor duties and conflict with existing trade agreements. For more information, listen to today's Two Minutes in Trade.
Today's episode of the America's Work Force Union Podcast brings together two conversations that cut to the heart of what it means to be a worker in America right now — one focused on who keeps people safe and one on who makes the decisions that shape their lives. First, National Nurses United President Jamie Brown and NNU Assistant Director of Health and Safety Jane Thomason discuss a workplace safety crisis that most Americans never see. Healthcare workers account for approximately 73% of all nonfatal workplace violence injuries in the United States, nurses are five times more likely to be assaulted at work than people in any other industry and the actual rate is dramatically higher because most incidents never get reported. Brown and Thomason make the case for the Nurse and Health Care Worker Protection Act, which would mandate safe staffing ratios and workplace violence prevention programs at hospitals receiving Medicare and Medicaid funding, and address chemical and environmental hazards nurses face daily, including antineoplastic drug exposure, post-COVID disinfectants and wildfire smoke entering hospital facilities through filtration systems not designed to stop it. Then, IAM Union retired International President Tom Buffenbarger delivers his monthly independent labor voice segment covering three significant stories. Boeing's new CEO, Kelly Ortberg, is meeting directly with machinists, reinstating union advisory channels and committing to keep manufacturing in Puget Sound, representing what Buffenbarger calls the most meaningful cultural shift at the company in years. Tariff uncertainty, rather than tariff levels, is causing profitable companies to lay off manufacturing workers because the planning horizon has disappeared. And the One Big Beautiful Bill is structured to remove an estimated 11 to 12 million people from Medicaid through administrative burden and shift SNAP costs to states in ways that will reduce benefits for children, veterans and working families. Visit nationalnursesunited.org for more from National Nurses United and goiam.org for more from the IAM Union.
Recorded at the PSE-CEPR Policy Forum, Paris School of Economics.Tariffs move trade around, but so does economic power. When one economy dominates, other countries fall into step with it. They trade with the dominant economy, and also with each other. Alberto Martin (Barcelona School of Economics, CEPR) is one of a team that has tracked the influence of hegemons, large dominant economies, on trade from the start of the 19th century. In our latest VoxTalk he tells Tim Phillips about how they used treaties (not necessarily about trade) as a proxy for alignment, and built a database of 77,000 of them signed between 1800 and 2020 to test their theory.Hegemons sign a disproportionate share of these international agreements. After treaty-signing, trade links become stronger. But treaty-signing has fallen sharply over the past 15 years, as much as it did during the two world wars. If we are heading towards a multipolar world, might what will the absence of a global hegemony do to trade?The research behind this episode:Broner, Fernando, Alberto Martin, Josefin Meyer, and Christoph Trebesch. 2025. "Hegemonic Globalization." CEPR Discussion Paper 20339 (gated).To cite this episode:Phillips, Tim, and Alberto Martin. 2025. "How superpowers shape trade." VoxTalks Economics (podcast).About the guestAlberto Martin is a Senior Researcher at the Center for Research in International Economics (CREI), an Adjunct Professor at Universitat Pompeu Fabra, a Research Professor at the Barcelona School of Economics, and a Research Fellow at the Centre for Economic Policy Research, where he directs the International Macroeconomics and Finance programme. His research spans macroeconomics, finance, and international economics, including asset bubbles, credit cycles, sovereign debt, and the political economy of trade.Research cited in this episodeGlobal Treaty Database. The dataset at the heart of the paper, assembled by the authors from the United Nations Treaty Collection, the League of Nations archive, and country-specific historical sources. It records roughly 77,000 international agreements signed between 1800 and 2020, most of them bilateral, sorted into economic and non-economic categories such as trade, taxation, migration, borders, and military cooperation.Hegemonic stability. The idea, introduced by Charles Kindleberger in 1973, that an open and stable world economy needs a single dominant power to underwrite it. This paper builds a formal model of the mechanism Kindleberger described, and asks what happens to openness when dominance is contested.Alignment and UN voting. The most common existing proxy for how closely two countries are aligned is whether they vote together at the United Nations. The authors' treaty measure correlates with UN voting in some periods and less in others, partly because many UN votes turn on narrow questions; treaties cover more policy areas and reach back 200 years, which UN voting cannot.The recent decline in treaty-signing. Since 1800 treaty-signing has trended upward, interrupted by three sharp falls: the First World War, the Second World War, and a decline over the last 15 years that is proportionally comparable to the first two. The authors checked large-country sources directly to rule out a reporting lag, and the fall appears real.More VoxTalks Economics episodesThe safety paradox. Isabelle Méjean on how, when countries impose trade restriction to protect themselves, it also makes conflict more likely. Related reading on VoxEU.orgWhy globalisation needs a leader: Hegemons, alignment, and trade, the authors' own VoxEU column setting out the theory of hegemonic globalisation and what a shift from a unipolar to a multipolar world might mean for trade.From bilateralism to a system: Europe's early trade treaties and lessons for EU trade policy in a contested world, a VoxEU column by Laura Panza and Maria Ptashkina drawing on nearly 900 commercial treaties from 1815 to 1919 to argue for expanding networks of agreements even without universal multilateralism.
President Trump insists his economic policies have supported a reshoring of manufacturing jobs. At a rally held at a Michigan GM facility on Monday, he doubled down. In reality, the U.S. has lost 75,000 manufacturing jobs since Trump took office in 2025. In this episode, we fact check the President's claims, and consider the future of Michigan's auto industry. Plus: Companies begin to offer insurance for AI mistakes, the U.S. trade deficit shrank a bit in June, and UPS winds down its Amazon delivery fulfilment partnership.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Trump says his aggressive trade policy is bringing back factory jobs. Is it?No really, what is Kevin Warsh thinking?New insurance products cover damages caused by AIUPS and FedEx are moving from higher volumes to higher marginsThe trade deficit fell in June, but remains highAs mortgage rates stay high, this lender is seeing buyers accept the new normal
President Trump sells his economic agenda to Detroit automakers who have been hit hard by tariffs. Temporary Protected Status expires for Haitians and Syrians migrants in the U.S. And wildfires in France and Spain force hundreds of thousands to evacuate their homes. New for 20/20 and true crime fans: Subscribe to 20/20 True Crime+ for ad-free listening, early access to new series, exclusive bonus content, and hundreds of episodes from the 20/20 true crime vault. Visit apple.co/2020truecrime to subscribe now. AP Photo/Alex Brandon Learn more about your ad choices. Visit podcastchoices.com/adchoices
July 28, 2026 - 8am: Trump praises tariff, mocks affordability (again) in Michigan rally Joe monologue on DSA Jim VandeHei discusses his latest piece: AXIOS: 'The 6 Stages of Political Surrender' The future of soccer in America Trump set to meet with Ukraine's President Zelensky Trump set to meet with Netanyahu at White House today Sen. Lindsey Graham's funeral today in Washington, DC Actress Emmy Rossum on her new thriller series "FURIOUS" To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
President Trump insists his economic policies have supported a reshoring of manufacturing jobs. At a rally held at a Michigan GM facility on Monday, he doubled down. In reality, the U.S. has lost 75,000 manufacturing jobs since Trump took office in 2025. In this episode, we fact check the President's claims, and consider the future of Michigan's auto industry. Plus: Companies begin to offer insurance for AI mistakes, the U.S. trade deficit shrank a bit in June, and UPS winds down its Amazon delivery fulfilment partnership.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.Read the stories in today's episode:Trump says his aggressive trade policy is bringing back factory jobs. Is it?No really, what is Kevin Warsh thinking?New insurance products cover damages caused by AIUPS and FedEx are moving from higher volumes to higher marginsThe trade deficit fell in June, but remains highAs mortgage rates stay high, this lender is seeing buyers accept the new normal
As foreign leaders criticize the Trump administration's latest wave of tariffs targeting 60 economies, questions remain over their economic impact and potential pushback on Capitol Hill. U.S. Trade Representative Jamieson Greer explains how Section 301 authority is being used to combat forced labor practices, level the playing field for American workers, and navigate USMCA talks with Mexico. Plus, Ambassador Greer weighs in on the Federal Reserve's upcoming rate decision, manufacturing job trends, and what new trade investigations could mean for future tariffs. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Steve Dennis and Michael LeBlanc open episode 308 with a check on Steve's number one prediction for 2026 — uncertainty reigns supreme — and it's holding up. The flat 10% global tariff is gone, replaced by a 10–12.5% range on nearly all U.S. imports, with steeper rates for Canada and Brazil. The new forced-labor justification behind the increases strikes Steve and Michael as ridiculous and unlikely to survive a court challenge. The retail numbers look better than the tariff logic. June retail sales rose 5.7% year over year, led by sporting goods (a World Cup bump) and electronics. Grocery managed just 1%. Steve walks through why: dollars flat, units falling, prices 33% above pre-COVID levels, food bank use climbing on both sides of the border. Albertsons is the clearest case — sales nearly flat, guidance cut, stock down 20% in a day. Then, recorded live in the pop-up studio at the CommerceNext Growth Show in New York, Ulta Beauty Chief Retail Officer Amiee Bayer-Thomas argues stores are queen. Thirty years into a career she calls a lattice rather than a ladder — seven roles at Ulta alone, including chief supply chain officer through 2020 — she now owns everything from site selection and store design to services, asset protection, eventing, and the omni guest journey. Stores, she says, are experiential hubs delivering "beautytainment" through 60,000 associates across 1,500 locations. The numbers: 47 million loyalty members, 95% of whom shopped in-store last year. A NielsenIQ study of Gen Alpha found the most AI-engaged shoppers still pick stores over apps, 57% versus 36%. Amiee's take on AI: it's an "and," not an "or." Technology can flag a replenishment; only an associate reads the confusion on a guest's face in the skincare aisle. Omni guests visit and spend three times more. She previews a Times Square flagship alongside outlet and small-format stores, plus an eventing calendar headed toward 140,000 events this year. In the news, Wayfair is expanding its store footprint. Shein is heading toward a Hong Kong listing at roughly half its 2022 valuation. Also on the radar: fuel costs rising again as back-to-school and holiday approach, and U.S. population growth of 0.25% turning retail into a fight over share. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Tickets for our live show in New York are on sale now! Get yours here. The Trump administration is imposing tariffs ranging from 10% to 12.5% on its major trading partners as part of a new set of duties that the White House says are designed to combat forced labor. The White House has also proposed new tariffs for fining U.S. tech companies. WSJ's Gavin Bade walks us through the new levies and explores the architect behind them and how he built them to last. Jessica Mendoza hosts. Further Listening: - How Do You Refund $166 Billion? - Trump's Tariffs Are Illegal. He's Got a Plan B. - Trump's Tariff Whiplash. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Evan Smith, cofounder and CEO of Altana, was last on the show in early 2025 to talk about how Trump's first few waves of tariffs were starting to affect global trade. It was a very alarming and also very illuminating chat; Evan and I got into the existential weeds of international relations and economics almost immediately. A year and a half later, and everything is somehow even more chaotic than it was the last time Evan and I talked — and that's true about both trade and also the world of running a software company. Agentic AI, whack-a-mole tariff policy, war in Iran — we jumped right back into weeds yet again. Read the full interview transcript The Verge. Links: How Trump's tariff chaos is already changing global trade | Decoder Skydio CEO Adam Bry on not drawing red lines for drone use | Decoder Trump imposes new global tariffs, drawing protests from trading partners | Reuters Greer: USMCA Talks Could Stretch Into Next Year | Wall Street Journal Trump hits Canada with new 50% tariffs | Associated Press Iran weaponized the Strait of Hormuz. Now neighbors are going around it | CNN The Iran war is testing Southeast Asia's faith in the US | Politico Subscribe to The Verge to access the ad-free version of Decoder! Credits: Decoder is a production of The Verge and part of the Vox Media Podcast Network. Decoder's producers are Kate Cox and Nick Statt. This episode was edited by Kabir Chopra. Our editorial director is Kevin McShane. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Let's talk about how Trump's tariffs are working....
The US has imposed new tariffs on 60 trading partners.These tariffs, which replace an identical levy which expires on Friday, are based on claims key economic partners have failed to properly tackle forced labour.Those affected - including Brazil, Norway, China, and Australia have criticised the move by the Trump administration. Will these import taxes last and what effect will they have?Also in the programme: the woman who tried single-handedly to stop a police bus taking away Indian student protesters; how the future of the chief prosecutor of the International Criminal Court hangs on a vote today; and are we seeing an end-game to Russian domination of chess?(Photo: US President Donald Trump speaks at an event at the White House in Washington DC, 23 July, 2026. He wears a navy blazer, white shirt and light blue tie and is speaking into a microphone. In the background are male spectators all dressed in dark or grey blazers, shirts and ties. Credit: Samuel Corum/EPA)
Oil topped $100 a barrel for the first time in two months after Iran-backed Houthi rebels struck two Saudi tankers in the Red Sea, opening a new front in the shipping war as President Trump says he's weighing a massive attack on Iran. One of Trump's global tariffs expired overnight and he replaced it within the hour with a new one hitting 59 countries and the European Union, built on a different legal argument after the Supreme Court threw out his last batch. And people in Madison, Wisconsin gathered to remember Corey Ruiz, who police shot and killed Wednesday after they say he pulled a knife during a struggle, though bystander video appears to show him on the ground when the officer fired.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 Tina Kraja, Rebekah Metzler, Gigi Douban, Mohamad ElBardicy and Taylor Haney.It was produced by Ziad Buchh and Nia Dumas.Our director is Christopher Thomas.We get engineering support from Neisha Heinis. Our technical director is Stacey Abbott.And our Executive Producer is Jay Shaylor.(0:00) Introduction(01:54) Saudi Oil Tankers Attacked(05:24) Trump's New Tariffs(09:19) Wisconsin Police ShootingSee 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