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Today's Post - https://bahnsen.co/4dVYgCC Market Rundown and Insights on Policy, Valuation, and Small Cap Opportunities In this Monday edition of Dividend Cafe, the host provides a comprehensive market analysis, noting flat to modestly positive performance across major indices and sector performance. Key topics include public policy developments, valuation metrics, and the impact of trade tariffs. The episode also highlights long-term investment lessons with reference to top-performing S&P companies and offers insights into small cap vs. large cap dynamics. Updates are provided on U.S. Senate's work on the significant bill, employment trends, and economic data from both the U.S. and China. The episode concludes with a preview of upcoming topics and encourages viewers to access further resources on the Dividend Cafe homepage. 00:00 Introduction and Market Overview 00:24 Market Performance and Sector Highlights 01:17 Encouragement and Resources 02:18 Valuation Metrics and Market Analysis 05:03 Small Cap vs. Large Cap Performance 06:07 Trade Tariffs and Company Strategies 06:58 Interest Rates and Employment Trends 08:03 Currency Movements and Market Leaders 10:14 Public Policy and Legislative Updates 14:16 Economic Indicators and Housing Market 15:56 Conclusion and Upcoming Topics Links to mentions of Apple and Amgen: https://economictimes.indiatimes.com/news/international/us/apple-stock-drops-1-5-after-wwdc-2025-keynotedid-apples-big-ai-reveal-and-siri-upgrade-fail-to-meet-investor-expectations/articleshow/121734860.cms?from=mdr https://www.barchart.com/story/news/32784272/how-is-amgen-s-stock-performance-compared-to-other-pharmaceuticals-stocks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Today's Post - https://bahnsen.co/43GC76x Monday Market Insights and Major Developments: June 2nd Edition In this edition of Dividend Cafe, David begins by discussing significant market movements on June 2nd, including the DOW's recovery and the broader stock market performance. Key highlights include a major Ukrainian drone attack on Russian bombers, potential talks between Trump and President Xi, and a terror attack in Boulder, Colorado. The episode also covers market details like the performance of various sectors, trade tariff rulings, upcoming potential economic actions by The Fed, and recent Broadway financial successes. David concludes with a preview of an upcoming special edition addressing advice for new graduates, and a reflection on ideas to tackle national debt and deficit issues. 00:00 Introduction and Market Overview 01:01 Global News Highlights 02:43 Market Performance and Analysis 06:38 Trade Tariffs and Legal Rulings 09:20 Economic Data and Predictions 13:15 Energy Sector Insights 14:33 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.2:25 – Pause of US “reciprocal” tariffs on China6:00 – National security concerns and market takeaways10:10 – Impact on global supply chains15:20 – Effects on other strategic allies and international relationships23:10 – US self-isolation and long-term investment themes
Send me a messageIn this episode of the Sustainable Supply Chain podcast, I sat down with Jim McCullen, CTO of Century Supply Chain Solutions, to unpack how technology—particularly AI—is quietly but effectively reshaping the logistics space.Jim's been with Century for over 30 years, which is practically unheard of in tech. We discussed what's kept him there so long, and how he's used that time to help major importers bring order to supply chain chaos—from managing tariff shifts and port disruptions to reducing carbon emissions through smarter origin management.We explored why North American firms lean more heavily on origin cargo management than their counterparts elsewhere, and how AI is now finally delivering real value—whether it's helping route freight more efficiently or enabling natural language queries through supply chain chatbots. Importantly, Jim also touched on the need for trust in AI systems and how they're rolling it out in ways that support rather than replace people.Other topics we covered: how data integration is still holding supply chains back, the balance between resilience and sustainability, and why training like a mountain bike racer actually makes sense if you're trying to stay focused in a complex global operation.If you're looking for practical ways to modernise supply chain operations, reduce emissions, and respond more intelligently to disruption, this one's worth your time.Listen noElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts SpotifySupport the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Alicia Farag Kieran Ognev And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.
Moody's Investors Service changed its rating of the U.S. sovereign debt last week. Joe Santos, Ph.D., breaks down the symbiotic relationship behind the downgrade.
Lester Kiewit speaks to Paul Makube, an agricultural economist at First National Bank, about the importance of South Africa’s agricultural trade with the U.S. This after President Cyril Ramaphosa included Agriculture Minister John Steenhuisen as part of his delegation to visit US President Donald Trump to repair fractured diplomatic and trade ties. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
This week, EconoFact Chats features an abridged version of the EconoFact Ask Me Anything Webinar held on April 22nd, featuring Maurice Obstfeld, former Chief Economist at the IMF, and a member of the Council of Economic Advisors. Maury answers questions on the role of international trade in the US economy, tariffs and their consequences, dollar weakness, and prospects for the U.S. and the global economy. EconoFact's monthly Ask Me Anything Webinars are exclusively available to our Premium Subscribers. The modest $50 annual fee for becoming a Premium Subscriber supports EconoFact and its efforts to bring timely, accessible, unbiased, and nonpartisan analyses on important economic and social policy issues to the public. You can sign-up for a Premium Subscription at https://secure.touchnet.net/C21525_ustores/web/store_main.jsp?STOREID=157
Former US Ambassador to China Nick Burns warns that the US-China trade war has effectively become a trade embargo, driven by extreme tariffs and deepening strategic rivalry. Burns stresses that the worlds two largest global economies must strike a deal within 90 days to prevent long-term economic decoupling. He is joined by Bloomberg's David Gura.See omnystudio.com/listener for privacy information.
The U.S. and China have reached an agreement to reduce tariffs.The Trump administration floats suspending habeas corpus. What does that mean?USA TODAY National Correspondent Trevor Hughes discusses what deporting people facing criminal charges can mean for justice.President Trump says he will sign an order aimed at cutting drug prices to match other countries.USA TODAY Justice Department Correspondent Aysha Bagchi explains how Diddy's lawyer defended a 'sex cult' leader in an eerily similar case.Pope Leo XIV warned of a 'piecemeal' third world war in his first Sunday address.Let us know what you think of this episode by sending an email to podcasts@usatoday.com.Episode Transcript available hereSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Financial Times Bureau Chief, Joe Leahy discusses the agreement between the US and China to cut tariffs for ninety days.
In this episode of Main Street Matters, Elaine Parker speaks with Congressman Rich McCormick about the pressing fiscal challenges facing the United States, including the unsustainable national debt, the spending problem, and the implications for social security and Medicare. They discuss the importance of addressing waste, fraud, and abuse in government spending, the significance of the Tax Cuts and Jobs Act for small businesses, and the overall sentiment among small business owners. The conversation also touches on trade, tariffs, and the competitive landscape in the global economy. Main Street Matters is part of the Salem Podcast Network - you can also view this episode on the Job Creators Network YouTube & Rumble channels. Learn more about Rep. McCormick HERESee omnystudio.com/listener for privacy information.
In this episode of The Chicagoland Guide, Aaron Masliansky is joined by Nadia Evangelou, Senior Economist and Director of Real Estate Research at the National Association of Realtors®. They explore how global trade dynamics, tariffs, and macroeconomic shifts are impacting the U.S. housing market — and what that means for Chicagoland.Nadia shares insights from her latest research, including a closer look at which U.S. states are most reliant on exports and imports and how trade exposure influences job growth and home prices. They also discuss trends in interest rates, inflation, immigration, remote work, and foreign investment — and what signals to watch for in 2025 and beyond.Key topics:How tariffs affect construction costs and home affordabilityWhy Illinois and Chicagoland are highly exposed to global trade shiftsWhere mortgage rates might head by the end of 2025The growing importance of inventory and affordability for first-time buyersRemote work, office absorption, and what's next for downtown real estateHow changing immigration and foreign investment patterns could influence the housing marketOpportunities in the Chicago area condo marketResources mentioned:Nadia's NAR profile and articles: https://www.nar.realtor/nadia-evangelouBlog article discussed: https://www.nar.realtor/blogs/economists-outlook/which-states-rely-most-on-exports-and-imports-a-closer-look-at-the-numbers-behind-tradeConnect with Nadia on LinkedIn: https://www.linkedin.com/in/nadiaevangelou/ and Instagram: https://www.instagram.com/nadioula/Follow The Chicagoland Guide:Instagram: https://www.instagram.com/thechicagolandguide_/Facebook: https://www.facebook.com/thechicagolandguidenewThanks for listening! If you enjoyed this episode, please subscribe and leave a review. Thank you for listening to The Chicagoland Guide!For more insights into the best places to live, work, and explore in Chicagoland, visit thechicagolandguide.com. Connect with us on social media for more updates and behind-the-scenes content. If you have any questions or want to share your own Chicagoland stories, feel free to reach out! Don't forget to subscribe and leave a review if you enjoyed this episode.
“There are decades when nothing happens, and there are weeks when decades happen.” Why's Danny opening the show with a quote from Vladimir Lenin? The shop digs into why Pie Charts R' Us™ Advisors like Merrill Lynch are shifting into survival mode, which cybersecurity stocks are worth getting into as tariffs continue to shift […] The post Can You Out-Trade Tariffs? | Your Money Podcast – Episode 543 appeared first on Revere Asset Management.
We sit down with France's minister-delegate for Europe, Benjamin Haddad, to take stock of diplomacy around Ukraine and the US-EU standoff over trade tariffs. Haddad lived in the US and worked for top think tanks there, including the Atlantic Council and the Hudson Institute. He wrote a book entitled "Paradise Lost: Trump's America and the end of European illusions" during the first Trump presidency. With that theme in mind, we also touch on European competitiveness, research and innovation.
Market Reactions to Trade Tariffs and Economic Indicators In this episode of Dividend Cafe, Brian Szytel discusses the market downturn on April 16, highlighting the NASDAQ's 1.8% drop and the DOW's 700-point decline. Key factors include the impact of tariffs on the largest AI chipmaker, leading to broad market concerns about earnings season, forward guidance, and PE ratios. Despite the selloff, energy stocks closed up by 0.8%, with WTI rising 2%. Retail sales unexpectedly rose by 1.4%, while industrial production saw a slight decline. Federal Reserve Chairman Powell's comments on tariffs further fueled market uncertainty. The episode concludes with a discussion on tariffs' economic effects, including potential shifts in manufacturing jobs and the broader implications on the U.S. economy. Brian also addresses audience questions about inflation and the potential return of manufacturing jobs to the U.S., emphasizes the interconnected nature of global trade, and previews upcoming episodes. 00:00 Market Overview and Opening Remarks 00:31 Impact of Trade and Tariffs 01:30 Sector Performance and Economic Indicators 02:33 Federal Reserve Comments and Market Reactions 03:26 Q&A: Tariffs and Economic Implications 05:28 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
On April 2nd, the U.S. government announced a host of sweeping tariff hikes with every single one of America's trading partners. The aim of the so-called “Liberation Day” tariffs was ostensibly to “rebalance” the global trading system, as some Trump advisors have put it.However, the drastic measure roiled markets and eventually resulted in the President imposing a 90-day pause on most tariffs, with the exception of strategic sectors and imports from China. India, for its part, was slapped with a 26% tariff even as top officials were negotiating a bilateral trade agreement with their American counterparts.While the fate of future tariffs and any side agreements are unknown, the episode raises serious questions about India's global economic strategy. To talk about where India goes from here, Milan is joined on the show this week by Shoumitro Chatterjee. Shoumitro is an Assistant Professor of International Economics at Johns Hopkins-SAIS. His research lies at the intersection of development economics, trade, and macroeconomics, but he has also done seminal work on the role of agriculture in development.Milan and Shoumitro discuss India's surprising export-led success, its underperformance in low-skilled manufacturing, and the country's inward turn post-2017. Plus, the two discuss how India can take advantage of the current global uncertainty and where the politically sensitive agricultural sector fits in.Episode notes:1. Shoumitro Chatterjee, “In Trump's tariff world, India must say: We are open for business,” Indian Express, April 4, 2025.2. Abhishek Anand, Shoumitro Chatterjee, Josh Felman, Arvind Subramanian, and Naveen Thomas, “How quality control orders are crippling India's trade competitiveness,” Business Standard, March 4, 2025.3. Shoumitro Chatterjee and Arvind Subramanian, “India's inward (re)turn: is it warranted? Will it work?” Indian Economic Review 58 (2023): 35-59.4. Shoumitro Chatterjee, Devesh Kapur, Pradyut Sekhsaria, and Arvind Subramanian, “Agricultural Federalism: New Facts, Constitutional Vision,” Economic and Political Weekly 62, no. 36 (2022): 39-48.5. Shoumitro Chatterjee and Arvind Subramanian, “India's Export-Led Growth: Exemplar and Exception,” Ashoka Center for Economic Policy Working Paper No. 01, October 2020.6. Shoumitro Chatterjee and Arvind Subramanian, “To embrace atmanirbharta is to choose to condemn Indian economy to mediocrity,” Indian Express, October 15, 2020.7. Shoumitro Chatterjee and Arvind Subramanian, “Has India Occupied the Export Space Vacated by China? 21st Century Export Performance and Policy Implications,” in Euijin Jung, Arvind Subramanian, and Steven R. Weisman, editors, A Wary Partnership: Future of US-India Economic Relations (Washington, D.C.: Peterson Institute for International Economics, 2020).8. Shoumitro Chatterjee and Devesh Kapur, “Six Puzzles in Indian Agriculture,” India Policy Forum 13, no. 1 (2017): 185-229.
Prepare for a deep dive into tariffs, aging wisdom, March Madness, and more in this week's episode of the 280+ Podcast!
Trade Tariffs, The Left Are Losing Their Minds. Every Week They're Trying To Creating Panic. The Scary Part Is That They Actually Believe Themselves, But Then They Run Out Of Steam Only To Jump On The Next Weekly Bandwagon. This Weeks Liberal Meltdown, Trade Tariffs
China appears to beattempting to form a united front against Washington, by drawing on support from other nations. President Donald Trump has temporarily backed down on his initial tariffs on most nations except for China. Asia Business Correspondent Peter Lewis talks to Ryan Bridge about the latest out of China, China's President Xi Jinping heading to Southeast Asia, and why Japan might be the first to negotiate a deal with the US. LISTEN ABOVE.See omnystudio.com/listener for privacy information.
Dan Mulhall, former Irish ambassador to the US, gives his view on why US President Donald Trump announced a pause in trade tariffs.
Jason and Rahul Sen Sharma, an expert on indexes from Index (INDXX), discuss global economic shifts, trade wars, and the stock market. His company tracks over $20 billion in index-based assets, aiding companies in creating indexes, ETFs, and funds. He emphasizes focusing on long-term macro trends over daily market noise, highlighting "re-globalization" as a key shift driven by supply chain vulnerabilities and a desire for friendly-shoring and near-shoring. While tariffs may offer short-term benefits to some countries like India and Mexico, the focus should be on transformative trends like EVs, battery tech, renewables, and critical metals for long-term investment. He also touches on the importance of understanding index rulebooks due to performance divergences and addresses concerns about the S&P 500's concentration, suggesting the marketplace will dictate the need for alternative weighting. https://www.indxx.com/ #Indexes #Economy #TradeWar #Tariffs #StockMarket #Globalization #Reglobalization #Friendshoring #Nearshoring #Investment #Finance #ETFs #MarketTrends #Macroeconomics #RahulSenSharma #INDXX Key Takeaways: 1:28 Meet Rahul 2:16 Broad strokes and taking a macro view 5:11 Reglobalization 7:49 Level playing field 9:43 Where do we go from here 13:16 A difference in indexes 16:24 Self-indexing and the active managers 20:50 The big picture perspective Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
Debate between Keith Rabois and Zach Weinberg on what tariffs are actually trying to accomplish. One core theme: Tariffs aren't fully about “bringing back factories,” but rather a negotiation tool to eliminate foreign trade barriers - ultimately aiming to increase free trade, not restrict it.We also got into:- What each of them would do if they were in charge- Whether the trade deficit is a meaningful metric or just a misunderstood talking point- If tariffs could be part of an initiative to replace income tax — shifting toward a more consumption-based tax system- If tariffs could successfully be used as a non-military tool to reduce drug supply to the US- If there's a major disconnect between the new administration's rhetoric and the actual economic goals behind the policyOne of the deepest economic conversations from the show's recent history — and a rare debate where both sides had real logic behind their views.(00:00) Introduction and Host's Biases(00:46) Keith's Perspective on Tariffs(03:05) Zach's Perspective and Clarifying Questions(05:14) Debating Tariff Strategies(07:45) Economic Implications and Free Trade(13:31) Trump's Tariff Policies and Goals(16:57) Global Trade and Protectionism(25:52) Final Thoughts on Tariffs and Trade(29:16) Discussion on Trade Tariffs and Partners(30:17) Impact of Tariffs on GDP and Debt(31:20) Political Coalitions and Trade Policies(32:00) Tariffs as Consumer Taxes(33:30) Debate on Trade Deficit and Tariff Rates(36:53) Regulatory Reforms and Economic Policies(47:25) Fentanyl Crisis and Trade Negotiations(51:06) Closing Remarks and Future TopicsExecutive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin HrabovskyCheck out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
Beijing announced a tariff hike on U.S. imports to 84% from 34%, shortly after America's 104% tariffs on Chinese imports kicked in on Wednesday. The EU said it would impose 25% tariffs on a range of U.S. imports in a first round of countermeasures. The 27-member bloc faces U.S. tariffs of 20% on most products and higher duties on autos and steel. Countermeasures in Canada, a close U.S. ally and major trading partner, also took effect on Wednesday.U.S. Trade Representative Jamieson Greer testified on Wednesday before the House Ways and Means Committee on President Donald Trump's 2025 trade policy agenda.
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TOC Dashboard: https://experience.arcgis.com/experience/ebe374c40c1a4231a06075155b0e8cb9/ Research Notes/Bibliography can be found here: https://publish.obsidian.md/s2underground ArcGIS Online CIP/COP: https://www.arcgis.com/home/item.html?id=204a59b01f4443cd96718796fd102c00 00:00 - Global Strategic Concerns 01:37 - Strategic Movement 04:44 - Domestic Incident Tracker 06:06 - Trade Tariffs 07:39 - Diego Garcia 11:00 - Iran 13:53 - Rubicon Crossed? 19:29 - Closing Thoughts Download the GhostNet plan here! https://github.com/s2underground/GhostNet The text version of the Wire can be found on Twitter: https://twitter.com/s2_underground And on our Wire Telegram page here: https://t.me/S2undergroundWire If you would like to support us, we're on Patreon! https://www.patreon.com/user?u=30479515 Disclaimer: No company sponsored this video. In fact, we have ZERO sponsors. We are funded 100% by you, the viewer. All of our funding comes from direct support from platforms like Patreon, or from ad revenue on YouTube. Please note that even though it hurts our income, we still offer ad-free watching via alternative platforms like Odysee, Gab, and (for now) Rumble. Odysee: https://odysee.com/@S2Underground:7 Gab: https://gab.com/S2underground Rumble: https://rumble.com/c/S2Underground BitChute: https://www.bitchute.com/channel/P2NMGFdt3gf3/ Just a few reminders for everyone who's just become aware of us, in order to keep these briefings from being several hours long, I can't cover everything. I'm probably covering 1% of the world events when we conduct these briefings, so please remember that if I left it out, it doesn't necessarily mean that it's unimportant. Also, remember that I do these briefings quite often, so I might have covered an issue previously that you might not see if you are only watching our most recent videos. I'm also doing this in my spare time, so again I fully admit that these briefings aren't even close to being perfect; I'm going for a healthy blend of speed and quality. If I were to wait and only post a brief when it's "perfect" I would never post anything at all. So expect some minor errors here and there. If there is a major error or correction that needs to be made, I will post it here in the description, and verbally address it in the next briefing. Also, thanks for reading this far. It is always surprising the number of people that don't actually read the description box to find more information. This content is purely educational and does not advocate for violating any laws. Do not violate any laws or regulations. This is not legal advice. Consult with your attorney. Our Reading List! https://www.goodreads.com/user/show/133747963-s2-actual The War Kitchen Channel! https://www.youtube.com/channel/UCYmtpjXT22tAWGIlg_xDDPA
In this segment, Marc Cox is joined by Jessie Jane Duff, who discusses key political and economic issues such as trade imbalances, tariff policies, and the impact of unfair trade practices, particularly with countries like China. They dive into historical context, including Nancy Pelosi's 1996 comments on tariff disparities, and analyze Donald Trump's approach to addressing these issues. The conversation shifts to the complex topic of immigration, including the debate over illegal immigration, the economic consequences of undocumented workers, and the criticism of employers hiring them. Additionally, they critique the current state of political discourse, discussing protest movements, left-wing politics, and Trump's political strategies. The segment also covers the economic implications of tariffs on the stock market, government job creation, and the labor market.
In this episode, Ricardo discusses the impact of tariffs and global trade tensions on project management. He shares five practical tips: (1) Review international dependencies to assess risks to cost and timelines; (2) Diversify suppliers to reduce vulnerability to specific countries; (3) Update risk analysis to include political and economic uncertainties like customs delays or currency fluctuations; (4) Communicate clearly with stakeholders to maintain trust; and (5) Explore local sourcing to avoid international instability. These strategies help navigate market volatility and keep projects on track. Proactive planning, not passivity, is essential in times of global uncertainty and disruption. Listen to the podcast to learn more!
Donald Trump has plunged markets and economies into turmoil after announcing sweeping trade tariffs across all of the USA's global trade partners. The tariffs start at a minimum of 10%, and for some countries reach over 40%. Nations like China have already begun to retaliate, imposing reciprocal tariffs on the US. Aotearoa, which had the baseline 10% tariff put on its trade with the US, has chosen not to fight back - instead joining a number of neutral countries with no response. Since the tariffs were imposed this weekend, share markets have dropped to levels not seen since covid lockdowns. Producer Evie spoke to Senior Economics Lecturer at the University of Otago, Murat Ungor about what the potential impact of these tariffs could be on Aotearoa and its economy.
As the world reels from President Trump's trade tariffs, one of Africa's smallest, poorest nations takes one of the biggest hits – we speak to the trade minister of Lesotho. We also hear from a former US defense secretary, on how worried America's 'allies' should be.Also in the programme: the home city of Ukraine's President Zelensky suffers a deadly Russian missile attack; and we remember the world famous Malian musician Amadou, of Amadou and Mariam, who has died.
President Trump's announcement of sweeping new tariffs on goods entering the United States from around the world has caused chaos in international markets, and producers have been trying to work out what it'll mean for them. The UK faces tariffs of 10% on all exports to the States. The US is the third largest export market for UK farmers after Ireland and France, according to the most recent DEFRA figures. On average, we sell £68 million worth of cheese, £23 million worth of pork and around £3 million worth of beef to the States every year. Salmon is another major food export. All week we've been visiting islands and hearing about the advantages and challenges of living in some of the UK's most beautiful places. A survey by the Young Islanders Network found the biggest concern for young people in Scotland's islands, is housing – or a lack of it. We speak to people about some of the problems they've faced - and some of the solutions.For communities on the Isle of Lewis off the west coast of Scotland. ferries are essential - and for crofters who have livestock, the ferry service is a vital part of their farming business. However getting animals on and off the island by boat isn't always predictable. In Guernsey, dairy farmers have welcomed a decision to increase the support they receive from the island's government.Firefighters are warning of the 'extreme risk' of wildfires in Scotland. The fire service has issued its third warning this year after fires in hills near Glasgow and in Aberdeenshire. It says after a spell of warm weather there is plenty of dry vegetation which can act as fuel for fires, and is urging people not to light fires outside this week.Presenter = Charlotte Smith Producer = Rebecca Rooney
Analysts are warning of increased risk of recession in the United States, and major economies like China and the European Union have threatened to retaliate. New Zealand's trade and foreign ministers say we've got the best outcome possible, but officials are still working out what it all means. Economists say the message for Kiwis is not to panic. Political reporter Russell Palmer has more. Trade Minister Todd McClay spoke to Lisa Owen.
Suzanne Lynch, Associate Editor at POLITICO and Adam Maguire, from the RTÉ Business Desk
Reaction from Minister of State at the Department of Enterprise with special responsibility for Trade Promotion, Niamh Smith and Social Democrats TD Sinead Gibney
Marc dives into the heated conversation about the U.S.'s trade imbalance with countries like Japan, India, and the EU, where unfair tariffs on American goods are making it nearly impossible for U.S. businesses to compete. He's joined by Madeline Rivera from Fox News, live from the White House, as she sheds light on President Trump's plans for imposing tariffs in a bid to level the playing field and boost domestic manufacturing. Rivera explains how Trump sees tariffs as a negotiating tool, with the goal of forcing other nations to reduce their rates. While some expect short-term pain for consumers, Trump believes the long-term benefits will strengthen American businesses. Marc and Madeline discuss the ongoing uncertainty about the exact details of the tariff plan and whether it will be revealed in time for Liberation Day. Tune in for insights into Trump's "art of the deal" approach and the potential consequences for global trade.
The imposition of tariffs by the United States on various nations has emerged as a focal point of discussion, significantly impacting global trade dynamics.In this episode of The Buzz, host Kevin L. Jackson delves into the ramifications of these tariffs, particularly on supply chain operations and international economic relations along with Warwick Powell, a distinguished expert in supply chain digitalization, who provides insightful analysis on the evolving landscape of trade and the necessity for agility amidst these challenges. Listen in as they discuss:The critical intersection of technological advancement and geopolitical considerationsThe strategies that businesses can adopt to thrive in an ever-changing global market, emphasizing the importance of informed decision-making and adaptabilityAnd much moreJoin us for a critical analysis and understanding of the current economic climate and its implications for supply chain leaders worldwide.Additional Links & Resources:Connect with Warwick: https://www.linkedin.com/in/warwickpowell/With That Said: https://bit.ly/3XUlxOgU.S. tariffs create urgent need for supply chain agility: https://bit.ly/4icqmLdAustralia rules out reciprocal move on US after Trump proceeds with steel tariffs: https://bit.ly/3FBB0wuLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Bridging the Gap: Investigating the Disconnect Between Supply Chains and the People Who Run Them: https://bit.ly/3F1iZr2WEBINAR- Unpacking the Latest Tariff Updates, Best Practices & What to Expect Next: https://bit.ly/4ikvdcSWEBINAR- Lessons Learned from the Trenches: How AI Will Impact the Future of Work: https://bit.ly/3DUnROxWEBINAR: Adapting to Volatility: Navigating Trade Wars, Supply Chain Disruptions & AI: https://bit.ly/4kqSv2DThis episode is hosted by Kevin L. Jackson and produced by Amanda Luton, Trisha Cordes, and Joshua Miranda. For additional information, please visit our dedicated show page at: https://supplychainnow.com/buzz-understanding-impact-global-trade-tariffs-1406
Morris Cohen, Professor Emeritus at the Wharton School specializing in Manufacturing, Logistics, and Operations, explores the potential consequences of trade tariffs on the U.S. real estate sector, housing affordability, and market dynamics. Hosted on Acast. See acast.com/privacy for more information.
“This is the sixth fastest correction in the S&P,” says Tim Davis, “we're viewing this as a long-term opportunity.” He thinks there's a good chance that there won't be tariffs enacted in 1H25, with global trade agreements changing by that time. He says the administration is incentivized to “do the hard part” early, well before the election cycle.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The OECD has cut global economic outlooks in its first report since US President Donald Trump unleashed tariffs on a number of allies. Meanwhile consumers across the world are taking matters into their own hands, many boycotting American products. Plus, Forever 21 is filing for bankruptcy for the second time.
US President Donald Trump's new trade tariffs are expected to negatively impact Australian industry, with business leaders already struggling to turn a profit in a sluggish economy, amid lingering inflation and a tight labour market. In the run up to a federal election, Australian Industry Group's leaders survey for 2025 found that business confidence remains low. Innes Willox is AI Group's CEO and he is speaking to SBS's Sandra Fulloon.
The tariff policies preferred by President Trump will be a "disaster" for the United States according to Republican Senator Rand Paul of Kentucky. We discussed trade, tariffs, and his hope to make spending cuts identified by DOGE permanent. Hosted on Acast. See acast.com/privacy for more information.
Did you know that Mexico is trying to protect their health and food sovereignty rights to reject US GMO corn exports for use in their corn tortillas? Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her conversation with Timothy Wise, MS, Senior Research Fellow at the Global Development and Environment Institute at Tufts University, investigative journalist for U.S. Right to Know, and the author of Eating Tomorrow: Agribusiness, Family Farmers, and the Battle for the Future of Food. Wise discusses the impact of the U.S. Mexico Canada Trade Agreement (formerly NAFTA) on Mexican food sovereignty and health, and the potential impacts of President Trump's trade tariffs. He also discusses the scientific evidence Mexico has compiled showing real health concerns from consuming GMO corn.Related Websites: Health Concerns from GM crops: https://usrtk.org/wp-content/uploads/2024/11/DOSSIER-MAIZ-2024-ENGfinal-5.pdf https://www.timothyawise.com/
Trump's speech is happening on the same day as China, Canada and Mexico all condemned the introduction of US trade tariffs - and promised to take targeted action against American imports in retaliation. Asia correspondent Erin Hale spoke to Lisa Owen.
Trade compliance expert Kyle Grobler breaks down how these changes will impact global businesses, supply chains, and international trade strategies. Learn critical insights to protect your company's bottom line in this must-watch trade update. Main Takeaways: 25% tariffs on steel, aluminum, and EU goods Potential impact on global supply chains Strategies for trade compliance EU-US trade tensions escalating #TradeTips #GlobalTrade #TradeCompliance #InternationalBusiness #TrumpTariffs Connect with EU trade expert Kyle Grobler: https://ie.linkedin.com/in/kylegrobler Stay ahead of the game, get the credits you need and education you deserve: https://globaltrainingcenter.com/courses/ Connect with Simply Trade Podcast: - Subscribe: https://www.youtube.com/channel/UCdmyGU5foKm4aFlpo7Oms4g?sub_confirmation=1 - LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast/ - Twitter: https://twitter.com/SimplyTradePod - Website: https://globaltrainingcenter.com/simply-trade-podcast/ Contact Us/ Suggest Topics Contact SimplyTrade@GlobalTrainingCenter.com Credits: Host: Annik Sobbing - https://www.linkedin.com/in/annik-sobing-mba-b226251a2/ Co-Producer/Editor: Mara Marquez: https://www.linkedin.com/in/maramarquez85/
Today, we're talking about trade tariffs back in effect for Mexico, Canada, & China, rulings from the Supreme Court, the Trump administration's cabinet meeting, and other top news for Friday, February 28th. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! The Voice of the Martyrs: vom.org/TPO Parenting with Ginger Hubbard: https://links.thepourover.org/ParentingwithGingerHubbard The Bulletin: MoreCT.com/BulletinPodcast Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast HelloFresh: http://hellofresh.com/hellofreshpodcast One Year Bible: https://links.thepourover.org/OneYearBible_Pod The Chronological Life Application Study Bible: https://links.thepourover.org/LASB_0215 World Relief: https://links.thepourover.org/WorldRelief_Pod
Send us a textUnravel the economic intricacies of President Trump's recent tariffs on steel and aluminum imports with Martin Perdomo, your Elite Strategist, in the latest episode of the Wealthy AF Business Brief. Discover how these tariffs, set at 25% and 10% respectively, might disrupt the construction and automotive industries, while also shaking up international trade relations, particularly with key partners like Canada and the EU. Prepare to unpack the layers of economic consequences, from potential cost surges in crucial sectors to the looming threat of retaliatory measures that echo previous trade skirmishes.As we continue, we turn our focus to the surging inflation rates in the US, with consumer prices climbing by 3% annually as of January. Listen in as Federal Reserve Chair Jerome Powell warns Congress about the ongoing battle against inflation, leaving investors recalibrating their portfolios in the face of rising US Treasury yields. Explore how these economic tremors impact everything from mortgage rates to entrepreneurial strategies, and why economic growth remains robust despite the challenges. Navigate these turbulent waters with insights and strategies designed to keep you informed and ahead in your investments and entrepreneurial pursuits.Support the showIntroducing the 60-Day Deal Finder!Visit: www.wealthyAF.aiUse the Coupon Code: WEALTHYAF for 20% off!
Today, we're talking about a pause on the planned trade tariffs with Mexico and Canada, Secretary of State Marco Rubio's trips to Panama and El Salvador, USAID headquarters closed while the White House reviews spending, and other top news for Wednesday, February 5th. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! The Voice of the Martyrs: vom.org/TPO Parenting with Ginger Hubbard: https://links.thepourover.org/ParentingwithGingerHubbard The Bulletin: MoreCT.com/BulletinPodcast Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast HelloFresh: hellofresh.com/tpo10fm
Today, we're talking about a plane crash in Philadelphia; an update on the last Wednesday's crash in D.C. crash; an executive order that imposes tariffs on goods from Canada, China, and Mexico; and other top news for Monday, February 3rd. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! The Voice of the Martyrs: vom.org/TPO Parenting with Ginger Hubbard: https://links.thepourover.org/ParentingwithGingerHubbard The Bulletin: MoreCT.com/BulletinPodcast Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast HelloFresh: hellofresh.com/tpo10fm One Year Bible: https://links.thepourover.org/OneYearBible_Pod
The markets and companies react to a shift in international trade. And Softbank's Masayoshi Son continues to bet big in tech. (00:14) Asit Sharma and Dylan Lewis discuss: - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods. - OpenAI and Softbank's latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses. (17:43) In the week before Trump's inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco's “smoke-free” future. Companies discussed: CP, SFTBY, PDD PM, MO Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Nick Sciple Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices