POPULARITY
Hôm 14/11/2025, tổng thống Trump lùi bước, tự dỡ bỏ một số hàng rào quan thuế đánh vào một số thực phẩm mà ông đã dựng lên. Mười ngày trước, đời sống khó khăn tại Mỹ giúp nhiều ứng cử viên của đảng Dân Chủ thắng cử trong các cuộc bầu cử địa phương. Washington vừa ra khỏi tình trạng 43 ngày shutdown, vì không có ngân sách hoạt động. Sau nhiều tháng đàm phán, Mỹ vẫn chờ các đối tác đầu tư thêm hàng ngàn tỷ đô la đưa Hoa Kỳ trở lại « thời kỳ vàng son ». Theo thăm dò của trung tâm Navigator công bố hôm 12/11/2025, 16 % những người được hỏi bày tỏ « thất vọng » vì chính sách kinh tế của tổng thống Trump, 16 % khác « hối hận » đã bỏ phiếu ủng hộ ông hồi tháng 11/2024 và nhìn chung thì 59 % « không hài lòng » về những quyết định kinh tế của chủ nhân Nhà Trắng. « Quá ồn ào nhưng kết quả lại chẳng là bao nhiêu ». Garett Melson thuộc ngân hàng đầu tư Natixis IM của Pháp đã đánh giá như trên phần trang tài chính của báo Le Figaro. Sau nhiều màn đầy kịch tính làm khuấy động thị trường ở Mỹ và thế giới, các chỉ số kinh tế của bàn thân Hoa Kỳ đã « trở về với thời điểm đầu năm 2025 », cuối nhiệm kỳ Biden và khi tổng thống Donald Trump trở lại cầm quyền. Thị trường chứng khoán của Mỹ và các doanh nghiệp « có sức chịu đựng tốt hơn dự kiến ». Tổng sản phẩm nội địa của Hoa Kỳ cho năm 2025 dự trù tăng 1,6 % ; lạm phát dao động ở mức 3 %. Thị trường lao động được đánh giá là « vẫn ổn định », cho dù giám đốc cơ quan đặc trách thống kê lao động Mỹ đã bị cho thôi việc và do tình trạng Shutdown, báo cáo về tình trạng lao động tại Hoa Kỳ tháng 10/2025 đã không thể được công bố đúng hạn kỳ. Trong những tuần lễ gần đây tập đoàn Amazon loan báo kế hoạch sa thải 14.000 nhân viên, công ty vận tải UPS chuẩn bị cho 48.000 nhân viên nghỉ việc … Nghiên cứu hàng tháng do Đại học Michigan thực hiện về tâm trạng người tiêu dùng trong tháng 10/2025 cho thấy chỉ số này đã sụt giảm đến 6 % so với hồi tháng trước và giảm đến 30 % so với cùng thời kỳ năm ngoái. Riêng tầng lớp giàu có nhất thì không bị ảnh hướng : đó là những người nắm giữ nhiều cổ phiếu chứng khoán. Chỉ số S&P500 tại Wall Street tăng liên tiếp trong 6 tháng qua, chủ yếu là nhờ các tên tuổi lớn trong lĩnh vực thông minh nhân tạo. Trong phần phỏng vấn dành cho RFI Việt Ngữ, kinh tế gia Jean -François Boittin, đại diện Hiệp hội giới chủ doanh nghiệp Pháp MEDEF tại Washington đã nêu bật vấn đề này và phân tích kỹ hơn về « logic khó hiểu » trong chính sách kinh tế của tổng thống Donald Trump. RFI : Kính chào Jean-François Boittin, câu hỏi đầu tiên : So với thời điểm bầu cử tổng thống Mỹ cách nay một năm, đời sống tại Washington nơi ông cư ngụ hiện tại ra sao ? Jean-François Boittin : « Chi phí sinh hoạt tại Hoa Kỳ nói chung, chứ không chỉ riêng ở Washington, rõ ràng đã tăng lên mặc dù lạm phát đã có xu hướng giảm so với đỉnh điểm của hồi 2022. Khi đó lạm phát ở Mỹ bị đẩy lên tới 8%. Chỉ số giá cả tại Mỹ hiện tại là khoảng 2,5%, tức là vẫn còn cao hơn so với mục tiêu của Ngân hàng Trung ương Mỹ là 2%. Tuy nhiên thời gian gần đây chỉ số lạm có khuynh hướng nhích lên tới gần 3 % và quả thực đó chính là yếu tố quyết định dẫn tới thắng lợi của nhiều ứng cử viên đảng Dân Chủ trong các cuộc bầu cử địa phương cách nay hai tuần ở các bang Virginia, New Jersey và cả thành phố New York. Đời sống đắt đỏ là chủ đề mà các ứng viên đảng Dân Chủ đã đặc biệt quan tâm và là yếu tố giúp họ chinh phục cử tri ». RFI : Hai điểm nổi bật trong chính sách của tổng thống Mỹ thứ 47 được nhắc đến nhiều, đó là chính sách thương mại, ông Trump dùng đòn thuế quan để giải quyết tình trạng nhập siêu mà đây còn là một công cụ ngoại giao, để giải quyết các xung đột trên thế giới ; và bên cạnh đó là chính sách thuế đối với doanh nghiệp và tư nhân. Nhưng dường như cả hai cùng khó thuyết phục được một phần lớn cử tri Hoa Kỳ ? Jean-François Boittin : « Có hai đặc điểm hoàn toàn mâu thuẫn với đường lối kinh tế vốn được coi là kim chỉ nam trong chính sách của bên đảng Cộng Hòa. Thứ nhất là chính quyền Trump đã thông qua đạo luật One Big Beautiful Bill Act, triển hạn biện pháp giảm thuế cho doanh nghiệp và cá nhân. Hệ quả kèm theo là đẩy thâm hụt ngân sách cả chính quyền liên bang lên cao. Đạo luật này sẽ khiến thâm hụt ngân sách Mỹ tăng thêm từ 3.000 đến 3.500 tỷ đô la theo tính toán của các tổ chức trung lập. Yếu tố thứ hai, dĩ nhiên là thuế quan. Từ rất lâu Trump đã tự nhận là Tariff Man, chỉ tin vào công cụ này để giải quyết tất cả. Hôm 02/04/2025 ông đã công bố kế hoạch tăng thuế quan rất mạnh. Tuy nhiên, Donald Trump đã buộc phải giảm bớt tham vọng này vì thị trường tài chính đã lao dốc ngay sau đó. Sau nhiều tháng đàm phán, mức thuế quan trung bình hiện nay vẫn ở mức 17,5%, trong khi trước khi ông lên nắm quyền, mức trung bình chỉ là 2,5%. Đây là một gánh nặng đối với mỗi người tiêu dùng, tác động đến sinh hoạt hàng ngày của họ. Giá nhiều mặt hàng bị đẩy lên cao. Cuối cùng áp lực lớn đến nỗi, cuối tuần qua tổng thống Trump đã phải bãi bỏ thuế quan đánh vào một số mặt hàng thực phẩm phải nhập khẩu từ những nơi khác để phục vụ thị trường Mỹ. Rất khó để hiểu được cái logic của ông Trump ». RFI : Cũng dưới chính quyền Donald Trump Hoa Kỳ vừa trải qua giai đoạn nhiều cơ quan chính phủ liên bang phải đóng cửa vì không có ngân sách hoạt động. Shutdown ảnh hưởng thế nào đến tăng trưởng của Mỹ ? Jean-François Boittin : « Việc chính phủ liên bang phải đóng cửa vì không có ngân sách hoạt động, thực chất là do bên đảng Dân Chủ gây ra. Họ muốn lợi dụng thời điểm này để thúc đẩy Quốc Hội thông qua một đạo luật về trợ cấp y tế, thường được biết đến dưới tên gọi là ObamaCare. Họ dùng đòn này để gây sức ép. Vì các khoản chi tiêu của chính phủ liên bang phải được Quốc Hội phê duyệt, phe Dân Chủ, thiểu số tại cả Thượng và Hạ Viện, đã chặn quá trình này và tuyên bố họ chỉ bỏ phiếu gia hạn các khoản chi tiêu của chính quyền liên bang nếu Hạ Viện đồng ý tài trợ trở lại các chương trình trợ cấp y tế. (…) Điều rất kỳ lạ là mặc dù rõ ràng đảng Dân Chủ là bên chặn quá trình và cố gắng lợi dụng hoàn cảnh để thông qua việc gia hạn trợ cấp y tế, nhưng dư luận, qua các cuộc thăm dò, lại đổ lỗi cho đảng Cộng Hòa đã gây ra tình trạng shutdown. Về câu hỏi shutdown trong thời gian dài kỷ lục, 43 ngày có tác động đến kinh tế Mỹ hay không, thì câu trả lời là có : đầu tiên hết là một số công chức của chính phủ liên bang đã không được trả lương đúng hạn. Do mức tiết kiệm của người Mỹ nói chung rất thấp, họ nhanh chóng rơi vào khó khăn. Ngoài ra, rất nhiều chương trình hỗ trợ lương thực, liên quan đến 1 người Mỹ trên 8, (đặc biệt là trẻ em và thanh thiếu niên) đã phải ngừng hoạt động, hoặc hoạt động một cách nhỏ giọt tại nhiều bang. Điều này cũng đã gây ra thêm nhiều khó khăn nữa cho dân Mỹ thời gian vừa qua. Nhìn rộng ra hơn, tác động không quá lớn từ viện chính phủ không có ngân sách hoạt động đối với GDP của Hoa Kỳ cho cả năm. Nhưng đúng là tăng trưởng của 3 tháng cuối năm nay bị thiệt hại. Dù vậy kinh nghiệm quá khứ cho thấy, sự chậm trễ trong quý 4 sẽ chóng được xóa nhòa ngay từ đầu năm sau thôi ». RFI : Với tư cách đại diện của Hiệp hội các chủ doanh nghiệp Pháp, theo ông, với môi trường bất ổn như vậy, trước những hứa hẹn đầu tư hàng ngàn tỷ đô la vào Mỹ mà ông cho rằng chưa chắc là các bên liên quan sẽ giữ lời… Liệu rằng đây có phải là thời điểm thuận lợi để các công ty nước ngoài mạnh dạn đầu tư vào Mỹ hay không ? Jean-François Boittin : « Chính quyền, mà thực tế là chính tổng thống Trump liên tục gây áp lực để thu hút đầu tư vào Hoa Kỳ với mục tiêu xây dựng lại nền công nghiệp Mỹ giống thời kỳ vàng son của những năm 1950–1960. Không ai tin mục tiêu này sẽ đạt được. Mỗi lần đàm phán với một quốc gia, Donald Trump luôn đòi đối tác phải cam kết đầu tư để phát triển nền công nghiệp của Hoa Kỳ. Thí dụ mới nhất là với Thụy Sĩ. Trước đây nước này bị với mức thuế hải quan là 39 % nhưng vừa đàm phán, hàng Thụy Sĩ nhập vào Mỹ chỉ bị đánh thuế 15%. Đổi lại các tập đoàn Thụy Sĩ cam kết đầu tư 200 tỷ đô la vào Hoa Kỳ trong 3 năm tới. Như nhiều quốc gia khác từng đám phán với Washington, sẽ không ai thực hiện cam kết này. Về câu hỏi của chị có nhiều yếu tố như sau : Dĩ nhiên, ai cũng muốn đầu tư vào Hoa Kỳ, một quốc gia giàu có. Nhưng các quy định, luật lệ, đặc biệt là thuế quan thay đổi từ ngày này sang ngày khác tùy theo tâm trạng của Donald Trump… Chính điều đó tạo ra một môi trường bất ổn. Giới đầu tư nói chung rất sợ sự bất ổn, vì họ đầu tư cho dài hạn nên muốn và cần biết rõ môi trường mà họ sẽ hoạt động trong đó. Ngoài ra, tùy vào những lĩnh vực chúng ta muốn đầu tư. Đây có thể là thời điểm tốt để dấn thân vào thị trường Mỹ. Rõ ràng là vậy, vì nền kinh tế hiện nay là một nền kinh tế theo mô hình chữ K : Nghĩa là một phần dân số, 10% người giàu nhất, chi tiêu rất nhiều vì giá trị cổ phiếu họ nắm giữ đã tăng mạnh. Trái lại, phần còn lại của dân số, đặc biệt là càng xuống các nhóm thu nhập thấp, thì tình hình càng khó khăn từ khi ông Trump trở lại cầm quyền. Vì vậy nếu chúng ta nhắm tới tầng lớp 10 % dầu có nhất, thậm chí là 1 % những tài sản đồ sộ nhất ở Mỹ, thì hãy nên đầu tư vào Hoa Kỳ ». RFI : Chân thành cảm ơn Jean-François Boittin, đại diện MEDEF các doanh nhân Pháp tại thủ đô Washington.
BRAZIL: "TARIFF MAN" MARY ANASTASIA O'GRADY. 19228 brazil
Peter Schiff examines the impact of Trump's tariffs on the economy, critiques government spending bills, and emphasizes the urgency of investing in precious metals.This episode is sponsored by NetSuite. Download the free ebook “Navigating Global Trade: 3 Insights for Leaders” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, Peter Schiff delves into the current state of the economy, focusing on the implications of recent trade deals and tariffs announced by the Trump administration. He highlights the detrimental effects of these tariffs on American consumers, arguing that they will lead to higher prices and increased inflation, ultimately hurting the very economy they aim to protect. Schiff also reflects on American exceptionalism, the significance of government policies on economic growth, and the troubling rise of socialist ideals in politics. Listeners will gain insight into the ongoing economic challenges and the misguided policies that threaten to undermine market stability. Tune in as Peter Schiff navigates through these pressing issues, providing his keen analysis and perspective on the future of the U.S. economy.https://www.youtube.com/watch?v=ifM-zmNWQiohttps://www.youtube.com/watch?v=Qd15JoUnEfE
Donald Trump grew up learning to make deals. He's also loved tariffs since the 1970s. So are his market-shaking tariffs a bargaining chip? Or are they here permanently? We go all the way back to Trump's childhood to try to figure out if Dealmaker Don or Tariff Man Trump is in charge. Marc Fisher's book with Michael Kranish is Trump, Revealed. Related episodes: What's so bad about a trade deficit? (Apple / Spotify) Why there's no referee for the trade war (Apple / Spotify) Tariffied! We check in on businesses (Apple / Spotify) For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
The Supreme Court had two big immigration rulings this week on deportees to the Salvadoran gulag prison: One terrible and one … marginally okay. Meanwhile at the White House, Tariff Man is running amok! Luckily, he extorted hundreds of millions of dollars worth of big firm billable hours to defend the government. But not from Susman Godfrey, the target of his latest wildly illegal executive order. Links: Tech Policy Podcast with Corbin Barthold (Liz and Andrew guest appearance) https://podcast.techfreedom.org/episodes/403-the-constitutional-crisis Abrego Garcia v. Noem (D.Md. docket) https://www.courtlistener.com/docket/69777799/abrego-garcia-v-noem/ Abrego Garcia (SCOTUS Docket) https://www.supremecourt.gov/search.aspx?filename=/docket/docketfiles/html/public/24a949.html Perkins Coie Docket https://www.courtlistener.com/docket/69725919/perkins-coie-llp-v-us-department-of-justice/ J.G.G. v. Trump (SCOTUS docket) https://www.supremecourt.gov/search.aspx?filename=/docket/docketfiles/html/public/24a931.html SCOTUS: Rendition Is Fine Actually https://www.lawandchaospod.com/p/scotus-rendition-is-fine-actually Jenner & Block Docket https://storage.courtlistener.com/recap/gov.uscourts.dcd.278932/ J.A.V. v. Trump (S.D. Texas docket) https://www.courtlistener.com/docket/69862833/jav-v-trump/ G.F.F. v. Trump (S.D.N.Y. docket) https://www.courtlistener.com/docket/69857769/gff-v-trump/ Susman Godfrey EO https://www.whitehouse.gov/presidential-actions/2025/04/modernizing-defense-acquisitions-and-spurring-innovation-in-the-defense-industrial-base-5 Show Links: https://www.lawandchaospod.com/ BlueSky: @LawAndChaosPod Threads: @LawAndChaosPod Twitter: @LawAndChaosPod
Attack of the Tariff Man! Jim Cramer and the Psychic Friends Network. Trump Pardons a Crook!! White Collar Crime Pays! Is Newsmax Stock an April Fool's Joke? The Boeing Grift Gets Worse. Corey Booker Digs a Hole to China! Forget It Elon, It's Chinatown. Trump's Auto Interest Gimmick. Republicans Love the Green New Deal! The Reason Why Left-Wingers Resort to Violence. Trump Third Term? SBA Loses Billions. How Many IRS Agents Does It Take To… Jon Stewart Gets Red Pilled! March Sadness
Chris rips Trump's ‘Liberation Day' tariff speech—$2T wiped from markets in 15 minutes! Is it a negotiation ploy or economic chaos? www.watchdogonwallstreet.com
Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat's Tom Lee broke down why he thinks stocks are massively oversold here, and Citi's Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers Squawk on the Street Disclaimer
On this week's episode of the Trade Guys, we discuss the updates to tariffs on Canada and Mexico, bills in Congress aiming to limit presidential authority, and the trade deficit.
We're back, and we force Mark to take a victory lap for his February rate cut prediction! We dive into the details of the RBA's decision and its implications for future cuts. Then, we dissect the market freakout following the release of Deepseek's open-source AI model. What does it say about AI market leaders' valuations, the effectiveness of export controls and the future of AI? Finally, we discuss the return of "Tariff Man" and the potential for a Smoot-Hawley moment.
Hopes for an end to the conflict in Ukraine has provided a significant sentiment boost, driving European and US stocks to new heights. Despite ongoing discussions, announcements, and postponements of new tariffs, markets are increasingly looking beyond the short-term noise. For a deeper analysis of the latest developments, we turn to our experts. Dario Messi, Head of Fixed Income Research, offers his insights into the recent moves in bond yields, while Nenad Dinic, Equity Strategy Research, shares his views on the surge in emerging market stocks and identifies areas with further growth potential.00:00 Introduction by Jonti Warris (Investment Writing)00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:23 Bond market update: Dario Messi (Head of Fixed Income Research)10:36 Emerging market equities update: Nenad Dinic (Equity Strategy)16:23 Closing remarks by Jonti Warris (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Maybe the UK Avoids the Tariff Man's Negotiating Plan Macro, Micro News for Friday 14th February 2025 25% DISCOUNT OFFER ONLY AVAILABLE IN FEBRUARY ONLY MACRO Trump triggers prospect of global trade war over 'reciprocal' tariff planNational insurance hike has ‘taken a bite' out of London labour market MICRO Totally #TLY Transense Technologies #TRT *****MY NEW BOOK***** How to Become a MicroCap Millionaire - A 3 Step Strategy for Stock Market Success Is now on sale here: https://www.sharepickers.com/how-to-become-a-microcap-millionaire-3-step-strategy/ !!!HOW GET 25% OFF MEMBERSHIP TO THE SHAREPICKERS INVESTMENT CLUB!!! If you buy a copy of the book, then leave a 5 star rating & write a positive review, you can get yearly membership to the SharePickers Investment Club for just £149.99!!! !!!THIS IS ONLY AVAILABLE IN FEBRUARY!!!
On this week's episode of the Trade Guys, we will talk about the announced but ultimately delayed tariffs on Canada and Mexico, along with the tariffs on China.
Les Américains ont à nouveau peur d'un retour de l'inflation, qui forcerait la Réserve Fédérale à maintenir ses taux à haut niveau. Les dernières menaces de Donald Trump risquent d'attiser ces craintes. Elles ont fait plier les indices à Wall Street vendredi, même s'ils restent au contact de leurs records. Il en résulte une ambiance un peu curieuse sur les marchés financiers, où l'optimisme parvient à garder le dessus à court terme, malgré les bouleversements qui s'annoncent.
The Trump administration has imposed a 10-percent tariff on all Chinese goods coming into the United States, prompting counter measures by Beijing. What are the economic arguments that favor tariffs and how could Trump's measure backfire on the United States? Adam and Cameron dig in. Learn more about your ad choices. Visit megaphone.fm/adchoices
Manpreet speaks to Rajat about whether Trump is likely to prioritize tariffs or deals in his early months and how investors can position their portfolios around these US policies. Find out more from our latest Weekly Market View report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In episode 406 of the BE SMART podcast, Cameron and Jared discuss a whirlwind of recent headlines, including the impact of tariffs on global markets, the response of the US dollar and gold, Elon Musk's cost-cutting initiatives, trends in private equity, Robinhood's new sports betting feature, the importance of real estate in investment portfolios, and what's on deck for the Fed. They also share personal experiences from a recent trip to the Real Vision Crypto Gathering in Miami.
Investors can be forgiven for having tariff whiplash, after the threat and then temporary reprieve of 25% US tariffs on Canada and Mexico, and the implementation of additional 10% tariffs on China. Paul and Luke speak to James McCann, Bob Gilhooly, and Lizzy Galbraith from the abrdn economics team about the thinking behind President Trump's tariff strategy, the economic and monetary policy impacts, and what this all tells us about Trump's broader agenda.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed's stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a necessary part of investing.Ryan and Sonu discuss:Tariffs create uncertainty, but history shows markets adapt.The Fed's rate cut timeline may be delayed due to inflation concerns.Fiscal policy could offset the impact of tariffs, especially with potential tax cuts.Despite uncertainty, broadening market trends and strong corporate earnings remain positive.February has historically been weak post-election, but the long-term outlook remains bullish.Resources: ● Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: ● LinkedIn: Ryan Detrick● X: Ryan Detrick Connect with Sonu Varghese: ● LinkedIn: Sonu Varghese● X: Sonu Varghese Publishing Tags: #FinancialMarkets #Investing #StockMarket #Economy #Tariffs #TradeWar #Inflation #FederalReserve #InterestRates #MarketTrends #InvestmentStrategy #GlobalEconomy #StockMarketAnalysis #EconomicPolicy #PersonalFinance #FinancialPlanning #InvestorEducation #MarketVolatility #Trading #WealthManagement #FinancePodcast
SUMMARY: Trump enacts 25% tariffs on Mexico & Canada, prices rise as expected in December, and it's jobs week!DISCLAIMER: TowneBank Mortgage, NMLS #512138, is an equal housing lender. This podcast is for informational purposes only. Hosted by Tyler Cralle #2028201
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
US President Donald Trump has followed through on his promise to impose tariffs on Canada, Mexico and China. That’s not all. Trump has also threatened to widen the scope of his trade tariffs - to include the European Union – and potentially the UK. Could this trigger a world trade war on our hands? Which country is next to be hit with tariffs? On The Big Story, Hongbin Jeong speaks to Dr Jayant Menon, Visiting Senior Fellow, ISEAS-Yusof Ishak Institute, to find out more.See omnystudio.com/listener for privacy information.
Since taking office on January 20th, Trump has adopted a rather nuanced stance on China tariffs, a contrast to his hardline trade policy during his first presidency. However, the end of the honeymoon period still looms, as the "Tariff Man" campaigned on levying high tariffs on all Chinese exports to the U.S.. Can the two sides find ways to establish a mutually beneficial trade relationship? Why has trade been resilient despite Trump's tariffs that were kept in place by Biden? Can new and bigger tariffs really make America great again?
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore stocks started trading in negative territory this morning, mirroring overnight losses in global markets. The Straits Times Index (STI) opened 0.2 per cent lower at 3,793.77 points after 18.9 million securities changed hands in the broader market. In terms of companies to watch for today, we have Sembcorp Industries, after the company’s renewables subsidiary Sembcorp Green Infra was awarded a build-own-operate project by India’s public sector company, the Solar Energy Corporation of India. Elsewhere, from a last look at expectations ahead of the US Federal Reserve’s December rate decision, to how Japanese giants Honda Motor and Nissan Motor are reportedly said to enter merger talks to better compete against other electric vehicle makers – more international and corporate headlines remain in focus. On Market View, The Evening Runway’s finance presenter Chua Tian Tian unpacked the developments with Jeremy Tan, CEO, Tiger Fund Management.See omnystudio.com/listener for privacy information.
Anarchist Reacts murder of UnitedHealthCare CEO Brian Thompson. Then Dr Lloyd makes his last house call of the year - Toward Anarchy
President Elect Donald Trump doubles down on his promise of tariff and offers a new take on the future of the Fed. Plus, why is one money manager is urging crypto caution with Bitcoin at all-time highs. And later, Billionaire Steve Cohen closes the deal - with the richest contract in sports History.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Trump Proposes Major Tariffs on BRIC Nations and North American TradePresident-elect Donald Trump has proposed 100% tariffs on the BRIC nations (Brazil, Russia, India, China, South Africa, Egypt, Ethiopia, Iran, and the UAE) if they undermine the US dollar. These countries are looking to reduce their dependence on the US dollar, which currently dominates global currency exchanges at 58%. With the BRIC nations' growing economic influence, this move could challenge the dollar's position in global trade. Mexico Responds to Trump's Tariff ThreatsMexico's President Claudia Sheinbaum clarified her conversation with Donald Trump after his threats to impose 25% tariffs on Mexico and Canada. While Trump claimed Sheinbaum agreed to close Mexico's southern border to migration, Sheinbaum emphasized that Mexico will continue its policy of keeping the border open and fostering positive bilateral relations. She also expressed confidence that a tariff war between the two countries would not take place.Brazil's Soybean Crop Expected to Break RecordsAgroconsult, a Brazilian consultancy, has forecasted a record-large soybean crop for the 2023/2024 season, estimating a 172.2 million metric tons (mmt) harvest. This would surpass last year's record of 162.4 mmt by nearly 11%. USDA estimates a slightly smaller crop of 169 mmt, while Brazil's own Conab predicts 166.1 mmt. Brazil's soybean exports are also projected to hit a record 103.4 mmt, driven by favorable growing conditions and strong international demand.US Soybean and Corn Export Sales SoarUS soybean export sales reached a marketing-year high, with 2.5 million metric tons (92 million bushels) sold last week. China remained the largest buyer, reflecting robust demand. Meanwhile, corn sales totaled 1.1 million metric tons (42 million bushels), though they were down 29% from the previous week. Mexico remained the largest buyer for US corn. Wheat sales came in at 366,800 metric tons (13 million bushels), showing a slight decline but still strong on the global stage.US Ethanol Production Hits Record HighUS ethanol production reached a record high last week, with an output of 1.12 million barrels per day. This marked the highest weekly output on record, surpassing the previous peak two weeks ago. Ethanol stocks also increased to 22.87 million barrels, reflecting strong production levels. Meanwhile, implied gasoline demand rose 1% compared to the previous week.Russia Reduces Wheat Export Quota to Combat InflationRussia has cut its wheat export quota for the period from mid-February to June, reducing the limit to 11 million metric tons (mmt) — a 62% decrease from last year. This move is designed to control domestic wheat supply amid bad weather and rising inflation, which is currently at 8.5%
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Trump's New Tariff Plans and Their Impact on TradeDonald Trump is taking bold steps to address migration and drug trade concerns by imposing additional tariffs. Trump plans to add a 10% tariff on imported goods from China and 25% tariffs on goods from Mexico and Canada. The tariffs are part of a broader effort to discourage migration and curb drug trafficking. These new tariffs would complement his earlier plans for 60% tariffs on Chinese imports and 20% on global imports.US Winter Wheat Conditions Improve with RainfallUS winter wheat conditions improved dramatically last week thanks to recent rainfall across the High Plains. The crop is now rated 55% good to excellent, a marked improvement from 49% the prior week and 45% on average. The 17% improvement since the end of October is the best for this time of year since 2018. Only 12% of the crop is rated poor to very poor, down from 23% last month.Brazil Soybean Planting Near CompletionBrazil's soybean planting is nearing completion, with 86% of the expected area already planted by last Thursday. This is up from 80% the previous week and significantly ahead of last year's pace of 74%. US Halts Mexican Cattle Imports Due to Screwworm DiscoveryThe US has halted Mexican cattle imports after the discovery of New World screwworm in a cow near the Guatemalan border in Chiapas, Mexico. This parasite causes severe infections and can infest both animals and humans. As Mexico is the largest source of US cattle imports, this halt is expected to dramatically reduce the supply of feeder cattle, sending futures soaring to their highest levels since July. Imports from Mexico, which were up 21.3% this year, are expected to be restricted for at least the next month.Coffee Futures Surge Amid Supply ConcernsCoffee futures saw a significant surge on Monday, with Arabica coffee climbing 3% to its highest level since 1997. Robusta futures also hit their highest since the 1970s. Concerns over supply shortages in Brazil and Vietnam are driving prices up. While Brazil experienced heavy rains in October, earlier hot and dry conditions have damaged coffee trees, impacting the upcoming season's production. The USDA forecasts Brazil's coffee stockpiles to fall 26% by the end of the season, exacerbating concerns.Scott Bessent Expected to Soften Trump's Economic PoliciesFinancial markets reacted positively to Scott Bessent's appointment as US Treasury Secretary. Bessent, the founder of Key Square Group, is expected to advocate for a more gradual use of tariffs and a focus on economic growth through regulation reduction. His appointment has led to a rise in currencies worldwide, with investors anticipating a softer stance on some of Trump's more extreme economic policies. US Soybean and Corn Export Sales UpdateUS soybean shipments declined last week, with 2.1 million metric tons (77 million bushels) inspected for export, a 7.3% drop from the previous week. However, they are still +34% higher compared to the same week last year. On the other hand, corn exports soared, reaching 903,049 metric tons (36 million bushels), which is +115% higher than last year. Wheat exports were also strong, with 360,513 metric tons (13 million bushels) sold, a +25% increase from the same week last year.
We know that the President-elect has made his affinity for tariffs and enforcement quite clear. How will his aspirations impact CBP's agenda and leadership?
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 New Tariff Man3:05 Xi, Brazil, Farm Trade4:55 Brazil Crop Estimates8:23 Russia Update9:59 US Ethanol Exports
Join Mark and Raph to unpack the potential economic implications of the US election result. We examine some of the key economic policy pledges that President Elect President Donald Trump made during the campaign, from tariffs to taxes, and discuss the possible ramifications for interest rates, inflation, growth, and other economic variables. President Trump's proposals could send US average tariff rates to their highest level since the 1934 Great Depression. What would this mean for inflation, the US dollar, and the global economy? We also explore the potential impact of tax cuts and deregulation on growth and profits, as well as the implications for the Federal Reserve and US debt and deficits. And is this a sign of a broader global shift away from neoliberalism? Tune in to find out. Read more from Mark on the AICD website: https://www.aicd.com.au/news-media/economic-weekly.html Send feedback to: podcasts@aicd.com.au
On this week's episode of the Trade Guys, we give our first reactions to the reelection of Donald Trump and speculate about what trade and economic policy will look like in the next administration.
Heute mit diesen Themen:Donald Trump gelingt ein historisches Comeback: Der Republikaner gewinnt mit einem überraschenden deutlichen Vorsprung auf seine Gegnerin, die Demokratin Kamala Harris. Im Wahlkampf bezeichnete sich Trump gerne als «Tariff Man», als «Zollmann». Diese Handelszölle würden auch die Schweiz direkt Treffen. Ein Bündner USA-Kenner schätzt die Folgen ein.Rettet die Nationalpark-Wölfe: Naturschutzorganisationen haben der Bündner Regierung 35'000 Unterschriften persönlich abgegeben. In einer Petition appellieren sie, auf die Tötung des Fuorn-Rudels zu verzichten und Alternativen zu finden.Das populäre Klöntal nur zum Teil autofrei: Vor vier Jahren forderten die Jungen Grünen an der Glarner Landsgemeinde acht autofreie Sonntage. In der Politik zeichnet sich ab, dass diese sich nur für drei autofreie Sonntage durchringen mag.
Tariff Man Returns! www.watchdogonwallstreet.com
On this week's episode of Trade Guys, we'll discuss the Biden administration's new set of tariffs on U.S. imports from China.
As president, Donald Trump presided over a good — sometimes great — economy. But his proposals are unnerving business leaders this time around. The Washington Post's Heather Long and Economist columnist Henry Tricks on the Tariff Man's Tariff Plans. This episode was produced by Miles Bryan and Jesse Alejandro Cottrell, edited by Amina Al-Sadi, fact-checked by Laura Bullard, Melissa Hersch, and Hady Mawajdeh, engineered by David Herman, and hosted by Noel King. Transcript at vox.com/todayexplained Support Today, Explained by making a financial contribution to Vox! bit.ly/givepodcasts Learn more about your ad choices. Visit podcastchoices.com/adchoices
Dumb ideas from the Tariff Man. www.watchdogonwallstreet.com
On this week's episode of the Trade Guys, we'll talk about Former President Trump's proposed tariff plan, the latest on the WTO Section 232, and tin mill steel.
Wages are rising but not as fast as inflation, steel & aluminum tariffs are going bye-bye, and crime is playing a big role in where people are deciding to live.
In this episode, Andrew and the Trade Guys discuss trade policy after President Trump, how President Biden’s climate agenda will intersect with trade policy, and what to expect from next week’s “Buy American” executive order.
Casey Mulligan served as the chief of Trump's Council of Economic Advisers from July 2018 to June 2019. During that time, he experienced a different version of the events that have made recent headlines (i.e., Ukrainegate) in other White House "tell-alls."Mulligan's new book, You're Hired! Untold Successes and Failures of a Populist President, has much the same cast of characters as Bolton's recent memoir, but it follows a very different script. Mulligan is an economics professor at University of Chicago and, as such, the focus of his book is on ideas – not attitude. However, we do learn a great deal about the personalities working behind the scenes, including that of the "Tariff Man" himself.Professor Mulligan joins me this Sunday to tell the story of his time crafting analysis and advice on regulations, international trade, immigration and prescription drug policy for the President. A picture emerges of a politically incorrect president who has a hard time admitting he is wrong, but who also listens to his economic advisers (in most situations).Hear from the man who has been called “the smartest man in the White House” how he used supply and demand to advance one of the biggest deregulatory pushes in recent history. Is Trump genuinely opposed to Washington insiders and special interests, or is it a self-serving act to appeal to his populist base?We will compare the legacies of Reagan and Trump on the vital issue of international trade and will also discuss how the continuation of generous unemployment benefits is adding to the costs of pandemic and delaying economic recovery.
In this episode, Andrew and the gang explain the administration’s decision to label goods from Hong Kong as “Made in China.” Plus, they’ll breakdown a flurry of action from the White House on medical supply chains, including the Kodak loan saga. And, they’ll discuss Trump’s decision to reimpose tariffs on Canadian aluminum.
In this episode, the Trade Guys and Andrew kick off the episode with more good news. They also discuss updates on EU export restrictions and a recent executive order allowing deferrals on some tariff payments.
In this episode, the Trade Guys and Andrew kick off the episode with more good news. They also discuss updates on EU export restrictions and a recent executive order allowing deferrals on some tariff payments.
In this episode, Andrew and the Trade Guys discuss the Trump administration's threat to Argentina and Brazil of tariffs on their steel and aluminum industry. They also dive into President Trump's decision to move ahead with tariffs on France over their plans for a digital services tax. Finally, the three react to the president's remarks on waiting until after the election for a trade deal with China. Download the full transcript here.
In this episode, Andrew and the Trade Guys discuss the Trump administration's threat to Argentina and Brazil of tariffs on their steel and aluminum industry. They also dive into President Trump's decision to move ahead with tariffs on France over their plans for a digital services tax. Finally, the three react to the president's remarks on waiting until after the election for a trade deal with China.
Donald Trump calls himself Tariff Man, and he certainly seems to enjoy waging his trade wars. Has he exceeded his constitutional authority? What, precisely, is a tariff, anyway? And who has the power to impose them? Joel Trachtman of the Fletcher School of Law and Diplomacy at Tufts University shares his expertise with Stewart, and, boy, does Joel know a lot about law, economics, and, well, tariffs.
Today the PAK gets a special guest to call in, the founder of Robinhood. We discuss the market, Beyond Meat, Impossible Burger, and of course, The Tariff Man.
In this episode, Andrew and the Trade Guys discuss the U.S.-Mexico deal saga and its impact on the USMCA. ("RocketMan" rendition by Mallory Heights.)
In this episode, Andrew and the Trade Guys discuss the U.S.-Mexico deal saga and its impact on the USMCA. ("RocketMan" rendition by Mallory Heights.)
Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as the United States and China failed to reach a trade deal and escalated tariff tensions. The United States also proposed new tariffs on Mexico, further complicating the outlook for trade. The turnaround in trade talks has surprised investors and rattled global financial markets.
Topics discussed: Mr. Tariff Man moves south Are tariffs inflationary? The Fed's signal to markets. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Who can take tomorrow and dip it in a dream? Who can take tomorrow and collect up all the cream? The tariff man can, the tariff man can.
Dès son investiture, Donald Trump a été très clair, sa mission est de rétablir l’équilibre du déficit commercial américain, malmené par ses partenaires internationaux, Chine en tête. Un discours bientôt suivi des faits. S’autoproclamant « Tariff Man » il lance en 2018 une première salve de taxes sur les importations chinoises d’acier et d’aluminium. On assiste depuis à une succession de répliques entre Pékin et Washington. Mais, où cela peut-il les mener. Et surtout qui risque d’y perdre le plus ? Les Chinois ? Les Américains ? Et si cette guerre était plutôt un jeu à qui perd, perd ? La Story est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en mai 2019 dans les locaux des « Echos » (Paris, 15e). Rédaction en chef : Clémence Lemaistre. Invités : Guillaume Maujean (rédacteur en chef aux « Echos ») et Hervé Goulletquer, stratégiste à la Banque Postale asset management. Réalisation : Adel Itel et Nicolas Jean. Chargée de production et d’édition : Jean-Philippe Louis. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Shutterstock. Sons : CNN, Europe 1, France 3, France 24. Voir Acast.com/privacy pour les informations sur la vie privée et l'opt-out. See acast.com/privacy for privacy and opt-out information.
Celebrating our 50th Episode in classic Festivus style! We start with Sophie Hughes and hear a clip of how a Canadian hero quits a job, talk about our own quitting stories and fantasies. We throw in a couple news stories of Russian "Robots", the hottest dictators and a Vermont man's greatest sign of protest before we hear Sophie's Festivus grievances & enjoy her feats of strength vs. Reilly. Dylan Haas then joins us to have a special dad moment with Dustin, shares his surprisingly merciful Festivus thoughts, then shows off his new zen patience as the guys try to stoke his fire before trying to create Trump's new super hero: Tariff Man. Matt Newland calls in from the mountains of Colorado to send us his holiday thoughts. Then we finally welcome in Eric Lyons, bring back Chris Sundberg and Eric Cole to close out this long, wacky and hilarious Festivus miracle of an episode. Hope you enjoy it, thanks for listening and Merry Festivus to you all. Email us: DiabetesForTheSoul@gmail.com Twitter: @DFTSPodcast @ChadHeft @Chalicorp @SophieCayHughes @hogspoiled @ignjriley @SirIsaacNewland @Enrico_Sly @ERockTheWorld @mistercroup Visit Our Fantastic Sponsor: @UTG_CLOTHING_CO https://t.co/azJCPgMtYi
Trading Block: A look back at the week in trading Tariff Man spooks the market…again. Exchanges were closed on Wednesday, December 5 in observance of a National Day of Mourning for the late George HW Bush. Netflix blew $100M on Friends reruns for one year! Most active this week: SPY - 3.01M (ADV 1.43M) VIX - 476K Earnings Highlights: Tuesday - Dollar General, HP Wednesday - Five Below Thursday - The Kroger Co., Broadcom, Michaels, Ulta Friday - Big Lots Odd Block: Tesla put summary, opening Dec put love in Signet Jewelers Ltd. (SIG), opening Jan put love in Teradyne, Inc. (TER), and opening Feb call love in Lennar Corporation (LEN) Mail Block: Listener questions and comments Question from Daleon - Hey! I'm something of an options noob but I'm learning from listening to you guys. Still haven't pulled the trigger on my first trade. My question - what's the best and easiest starting point for noobs? I mostly have SPY in my portfolio right now. Is it selling calls on SPY? Am I correct that those calls would be considered covered? Fun show. Also liking the playbook program. Around the Block/This Week in the Markets: Dec 7 - Unemployment, Consumer Sentiment
Amid escalating tensions and stalled talks between the U.S. and China, financial reporter David J. Lynch and Beijing Bureau Chief Anna Fifield explain what's at stake for Trump, the two countries and the global economy.
Trading Block: A look back at the week in trading Tariff Man spooks the market…again. Exchanges were closed on Wednesday, December 5 in observance of a National Day of Mourning for the late George HW Bush. Netflix blew $100M on Friends reruns for one year! Most active this week: SPY - 3.01M (ADV 1.43M) VIX - 476K Earnings Highlights: Tuesday - Dollar General, HP Wednesday - Five Below Thursday - The Kroger Co., Broadcom, Michaels, Ulta Friday - Big Lots Odd Block: Tesla put summary, opening Dec put love in Signet Jewelers Ltd. (SIG), opening Jan put love in Teradyne, Inc. (TER), and opening Feb call love in Lennar Corporation (LEN) Mail Block: Listener questions and comments Question from Daleon - Hey! I'm something of an options noob but I'm learning from listening to you guys. Still haven't pulled the trigger on my first trade. My question - what's the best and easiest starting point for noobs? I mostly have SPY in my portfolio right now. Is it selling calls on SPY? Am I correct that those calls would be considered covered? Fun show. Also liking the playbook program. Around the Block/This Week in the Markets: Dec 7 - Unemployment, Consumer Sentiment
Michael Flynn’s cooperation is rewarded, Republicans subvert democracy in Wisconsin, Trump’s tweets tank the markets, and Democrats begin the battle for the 2020 nomination. Then Senator Sherrod Brown joins Jon and Dan to discuss his conversation with Trump about GM, the Green New Deal, how he won Ohio, and his plans for 2020.
Sami and Bryan are back. They start off talking about Rudy Giuliani’s social media ineptitude on full display after tweeting out a bad hyperlink. At 8:00 they talk about Robert Mueller dropping Michael Flynn’s sentencing document recommending no prison time. At 11:30 they talk about Gina Haspel testifying in front of Congress that the CIA believes the Crown Prince MBS is directly responsible for Khashoggi’s killing. At 19:00 they talk about the market going a little whack after Trump called himself “big tariffs man” on twitter. For One More Thing they give an update on two stories of Republican corruption and voter fraud related to the 2018 midterm election results in Wisconsin and North Carolina.
The boys discuss new developments in the Mueller investigation, the death of George H. W. Bush, Trump loving tariffs, Saudi Arabia and potential congressional backlash, international institutions being for losers according to Mike Pompeo, and lawmakers in Wisconsin trying to curtail the power of the incoming Democratic governor.
After a brief respite on Monday, Wall Street shares dived on Tuesday once again on fears of slowing growth and a trade war truce that was hanging in the balance. It’s been a rollercoaster week for global markets, with key events punctuating the steady climb that most investors have enjoyed for several years now. Chief among those is the fragile pact that President Trump and President Xi agreed in Argentina last weekend on the sidelines of the G20 conference. That truce looked to be under threat as neither the US nor China would confirm the details of the deal, although as of Wednesday afternoon it looks to be gathering some momentum. Unfortunately, that wasn’t the story of Tuesday, when the three major US indexes dropped 3 per cent in one of their worst days in weeks. This was fueled in part also by growing concerns over global economic outlook, with analysts pointing to a flattening yield curve as evidence that confidence in the US economy is beginning to wane. In today’s episode, we discuss all this and more, including the UK’s tumultuous Brexit vote, in the context of whether we are in for a positive end to 2018, or if next year looks like it’ll be a volatile one.
Tonight on the show the tariff man, bad day on the stock market, lefty rag hates dogs and just how many Democrats are going to run for President.
The stock market tanks as President Trump's tariff policies begin to fail, the Mueller Investigation recommends no jail time for former Trump National Security advisor Michael Flynn and Democratic politicians struggle to understand and relate to the American people.
This is an archived copy of The Daily Standard podcast. Please note that advertisements, links and other specific references within the content may be out of date.
Max starts his week by reminding us why he started the Voice of the Radical Center, and how the message seems to be resonating around the United States. Rather than jumping into his usual smack down of both the GOP and the Democrats, Max starts by reading the wonderful letter that George Bush wrote to Bill Clinton on the day Clinton took office, which Max calls an example of pure grace and places in contrast to the current times we live in . Eventually Max jumps into the current political situation focusing on Trumps tax on the middle class, otherwise known as tariffs and even though Trump said he would not forget the “forgotten” that is exactly what seems to have happened with Trumps attack on the Consumer Financial Protection Bureau (CFPB) which is now run by Mick Mulvaney who actually hates the CFPB. Amazing! So much for protecting the Average Working American. Back on tariffs, it is no surprise the Trumpster reminds us he is “Tariff Man,” despite the fact the damage retaliatory tariffs are doing to farmers and small business.