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(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/chamath/status/1950673622059667764 https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370 https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503 https://x.com/simonw/status/1950592653047062578 https://fred.stlouisfed.org/series/A191RL1Q225SBEA https://www.youtube.com/watch?v=aYn8VKW6vXA https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25 https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84 https://www.google.com/finance/quote/SPY:NYSEARCA
Tom and co-host Drew tackle some of the most pressing issues shaping our world right now—from trade deals and tech breakthroughs to the complexities of American politics and evolving cultural narratives. The conversation kicks off with reactions to a major US-EU trade agreement and what it means for America's place in the global economy. Tom and Drew dive into the ongoing gridlock in Congress, sparked by passionate remarks from Cory Booker, and discuss whether polarization is crippling the nation—or protecting it from “doing anything really crazy.” They draw surprising parallels between the American political landscape and other countries, especially China. Next, the team explores a viral ad campaign starring Sydney Sweeney, unpacking the culture war currently raging over beauty standards, identity, and the stories we tell ourselves as a society. Tom makes the case for the power of uplifting narratives—both for individuals and entire nations—while warning of the risks when those narratives turn toxic. SHOWNOTES 00:00 Political Gridlock and Lack of Compromise 05:44 Bipartisan Values Amidst Polarization 12:23 "Expectations vs. Reality" 16:28 The Dangers of Disempowering Narratives 21:19 Evolutionary Signals of Attractiveness 26:38 Blonde Hair, Blue Eyes Debate 33:50 "Value Added Tax Impact" 38:42 "Vision Beyond Today" 44:31 "Pursuit of Success: Go to America" 50:22 "Unreal Engine's Transformative Impact" 55:35 Children's Bonds with Characters 01:01:49 "AI Future: Utopia or Dystopia?" 01:05:37 Continuous Skill Improvement Strategy 01:11:44 "Understanding Leads to Wealth" 01:16:43 Violent Currents Cause Whale Beaching 01:23:43 Exclusion Fuels Social Media Backlash 01:25:41 Misuse of Men's Reputation Tool 01:30:22 "Finding Social Opportunities to Shine" 01:35:51 "Women as Evolution's Gatekeepers" 01:42:46 "Motherhood and Mate Selection Strategy" 01:47:59 Exploiting Global Dating Markets SUPPORT OUR SPONSORS Vital Proteins: Get 20% off by going to https://www.vitalproteins.com and entering promo code IMPACT at check out SKIMS: Shop SKIMS Mens at https://www.skims.com/impact #skimspartner Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. SleepMe: Visit https://sleep.me/impact to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to https://jerry.ai/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact CashApp: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod iRestore: For a limited time only, our listeners are getting a HUGE discount on the iRestore Elite when you use code IMPACT at https://irestore.com/impact What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER SCALING a business: see if you qualify here. Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/impacttheory ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Learn more about your ad choices. Visit megaphone.fm/adchoices
Whilst usual host Merryn Somerset Webb is out on holiday, John Stepek is joined by Bloomberg Opinion columnist Marcus Ashworth to discuss why America's tariff deal with the European Union is actually quite good, the spat between Chancellor Rachel Reeves and Bank of England Governor Andrew Bailey and the mood music amongst UK consumers. See omnystudio.com/listener for privacy information.
Another week of winning as President Trump lands the US-EU trade deal in Scotland. Watch this episode here.
Bo and Beth welcome Political Science Professor Scott Huffmon to get his thoughts on the developments in the NC Senate and SC Governors races. The impacts of the US and EU trade deal and the potential of former President Obama being prosecuted by the DOJ over accusations of treason.See omnystudio.com/listener for privacy information.
A trade deal reached on Sunday between the United States and the European Union has sparked controversy among European officials, businesspeople and analysts — despite both sides hailing it as a step toward restoring "trade balance "and promoting fairer commerce.美国和欧盟周日达成的一项贸易协议在欧洲官员、商界人士和分析人士中引发了争议,尽管双方都称赞这是恢复“贸易平衡”和促进更公平商业的一步。At the heart of the debate is the deal's asymmetry: The US will lower tariffs on EU goods to 15 percent, while the EU has agreed not to impose additional tariffs on US products.争论的核心是该协议的不对称性:美国将把欧盟商品的关税降至15%,而欧盟已同意不对美国产品征收额外关税。French Minister for European Affairs Benjamin Haddad described the agreement as "unbalanced", though he acknowledged it would "bring temporary stability to economic actors threatened by the escalation of American tariffs".法国欧洲事务部长本杰明·哈达德称该协议“不平衡”,尽管他承认该协议将“为受美国关税升级威胁的经济行为体带来暂时的稳定”。German Chancellor Friedrich Merz said, "We have thus managed to preserve our fundamental interests, even if I would have wished for more relief in trans-Atlantic trade."德国总理弗里德里希·默茨说:“因此,我们设法维护了我们的根本利益,即使我希望在跨大西洋贸易中得到更多缓解。”Italy's Prime Minister Giorgia Meloni said the agreement "ensures stability" and that the 15 percent tariff level is "sustainable", especially if it is not added to previous duties.意大利总理Giorgia Meloni表示,该协议“确保了稳定”,15%的关税水平是“可持续的”,特别是如果不将其添加到以前的关税中。Olivier Blanchard, a Robert Solow professor of economics emeritus at the Massachusetts Institute of Technology, called the agreement "completely unequal", saying the "asymmetric 15 percent tariffs are an EU defeat".麻省理工学院Robert Solow经济学荣誉退休教授Olivier Blanchard称该协议“完全不平等”,称“不对称的15%关税是欧盟的失败”。"When the law of the jungle prevails, the weak have little choice than to accept their fate," he wrote on X. "But Europe could potentially have been strong, either alone or in a coalition with others. It would have had to be ready for stormy waters. But it would have gotten a better deal in the end and sent a strong message to the world. An opportunity lost."“当丛林法则盛行时,弱者别无选择,只能接受自己的命运,”他在X上写道。“但欧洲本可以强大,无论是单独还是与其他国家结盟。它必须为风暴做好准备。但最终它会得到更好的协议,并向世界发出强烈的信息。失去了一个机会。”Bernard Dewit, chairman of the Belgian-Chinese Chamber of Commerce, voiced concern over the 15 percent baseline US tariff on EU goods, "particularly in light of Europe's broader economic and trade interests".比利时中国商会主席Bernard Dewit对美国对欧盟商品征收15%的基准关税表示担忧,“特别是考虑到欧洲更广泛的经济和贸易利益”。"Such a move risks escalating trans-Atlantic trade tensions and could undermine the stability and predictability that European businesses rely on," he told China Daily.他告诉《中国日报》:“此举有可能加剧跨大西洋贸易紧张局势,并可能破坏欧洲企业所依赖的稳定性和可预测性。”。"European exporters, including many in Belgium, operate in highly integrated global supply chains. The imposition of a blanket tariff will inevitably increase costs, reduce competitiveness and possibly prompt retaliatory measures — ultimately hurting consumers and small- and medium-sized enterprises on both sides of the Atlantic."“欧洲出口商,包括比利时的许多出口商,在高度一体化的全球供应链中运营。征收一揽子关税将不可避免地增加成本,降低竞争力,并可能引发报复措施,最终损害大西洋两岸的消费者和中小型企业。”Dewit urged Europe to further diversify its trade relationships. "Strengthening ties with dynamic markets such as China, ASEAN, and Africa becomes increasingly strategic," he said.德维特敦促欧洲进一步实现贸易关系多样化。他说:“加强与中国、东盟和非洲等充满活力的市场的联系变得越来越具有战略意义。”。Bernd Lange, chair of the European Parliament's Committee on International Trade, described the US-EU deal as "lopsided".欧洲议会国际贸易委员会主席贝恩德·兰格将美欧协议描述为“一边倒”。"My first assessment: not satisfactory," he wrote on X. "Concessions have clearly been made that are difficult to accept. Deal with significant imbalance."“我的第一个评估是:不令人满意,”他在X上写道。“显然已经做出了难以接受的让步。处理严重的不平衡。”According to the published details of the agreement, the EU has pledged to purchase $750 billion worth of US energy and commit an additional $600 billion in US investments.根据已公布的协议细节,欧盟已承诺购买价值7500亿美元的美国能源,并承诺向美国额外投资6000亿美元。The scale of the deal has left many European analysts stunned. Qin Yan, a principal analyst at ClearBlue Markets in Norway, told China Daily that every energy market expert she is talking with is busy calculating how much US energy the EU would need to buy to reach such a harsh number.这笔交易的规模让许多欧洲分析人士感到震惊。挪威ClearBlue Markets的首席分析师秦燕告诉《中国日报》,与她交谈的每一位能源市场专家都在忙着计算欧盟需要购买多少美国能源才能达到如此苛刻的数字。Clyde Russell, an Asia commodities and energy columnist for Reuters, noted: "Putting together the value of EU imports of US crude oil, LNG and metallurgical coal gives a 2024 total of around $64.55 billion.路透社亚洲大宗商品和能源专栏作家Clyde Russell指出:“将欧盟进口的美国原油、液化天然气和冶金煤的价值加起来,2024年的总价值约为645.5亿美元。"This is about 26 percent of the $250 billion the EU is supposed to spend on US energy a year under the framework agreement."“这大约是欧盟根据框架协议每年应在美国能源上花费2500亿美元的26%。”Qin likened the deal to "visiting a small cafe around the street corner and booking a banquet big enough for 1,000 tables of guests".秦将这笔交易比作“参观街角的一家小咖啡馆,预订一场足以容纳1000桌客人的宴会”。"My concern is that the commitment to US energy purchases should not undermine the EU's climate goal," she said.她说:“我担心的是,美国购买能源的承诺不应破坏欧盟的气候目标。”。lopsidedn.不平衡,/ˌlɒpˈsaɪdɪd/baselinen.基础/ˈbeɪslaɪn/
European Commission president Ursula von der Leyen described the US-EU trade agreement as “huge”, demonstrating a helpful grasp of President's Trump's lexicon. The imposition of tariffs and the threat of punitive ones has gone remarkably smoothly. That may not always be so, but for now markets are buoyant and inflation only modestly higher. The White […]
On this episode of the Energy Security Cubed Podcast, Kelly and Joe discuss the future of Net Zero, the US-EU energy trade deal, and questions of energy data transparency. // Host Bio: - Kelly Ogle is Managing Director of the Canadian Global Affairs Institute - Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute // Reading Recommendations: - Collapse: The Fall of the Soviet Union, by Vladislav M. Zubok: https://yalebooks.yale.edu/book/9780300268171/collapse/ - The Buried Giant: A Novel, by Kazuo Ishiguro: https://www.indigo.ca/en-ca/the-buried-giant-a-novel/9780345809414.html // Interview recording Date: July 29, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.
A gunman shot and killed four people — including a police officer — at an office building in midtown Manhattan. During his four-day trip to Scotland, President Trump made several deals, including a new US-EU trade agreement. And, the aid situation has changed in Gaza now that Israel has relaxed the rules for aid deliveries.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter. Today's episode of Up First was edited by Russell Lewis, Miguel Macias, Hannah Bloch, Janaya Williams and Alice Woelfle. It was produced by Ziad Buchh, Nia Dumas, and Christopher Thomas. We get engineering support from Stacey Abbott. And our technical director is Carleigh Strange.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
It was a bizarre display: President Trump read the terms of surrender to EU Commision President Ursula Von der Leyen. One of those terms was for the Europeans to purchase a quarter of a trillion dollars worth of very expensive US LNG each year. The other terms are equally impossible. Are we in a post-reality society?
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 Wind Event3:00 Crop Conditions7:38 Big Brazil Crop8:40 US/China Update10:13 US Dollar11:08 Grain Shipments11:52 Flash Sales
Hugh discusses U.S.-E.U. trade deal, the market, the media's false claims of famine and genocide in Gaza, Democrats' increasingly low poll numbers, and talks with Senator Tom Cotton, Dr. Michael Oren, Adm. Mark Montgomery (USN, Ret.), Bethany Mandel, and Olivia Beavers.See omnystudio.com/listener for privacy information.
The one-sided trade agreement that Donald Trump imposed on the EU illustrates how the US empire exploits its "allies" in Europe as vassals to benefit the American oil/gas industry, Big Tech corporations, and the military-industrial complex. This did not start with Trump, but he has accelerated the vassalization of the European Union. Political economist Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=lpf6ZeABP1I Topics 0:00 Intro 1:04 US empire doesn't have allies, only vassals 2:14 US-EU trade deal & tariffs 5:19 China defended itself in trade war 6:19 Ursula von der Leyen on US energy 7:28 (CLIP) Trump on US-EU trade deal 7:54 USA benefits 8:15 (CLIP) Trump: "the biggest of all the deals" 8:28 Europe gets nothing 9:11 (CLIP) US makes no concessions to EU 9:57 (CLIP) Trump on US fossil fuel exports 10:20 US gets everything, EU gets nothing 11:02 Vassalization of Europe 12:27 BRICS expansion 13:22 NATO Secretary General Mark Rutte 14:03 (CLIP) NATO chief calls Trump "daddy" 14:17 Trump addresses "daddy" comment 14:42 (CLIP) Trump: I'm NATO's "daddy" 15:03 Trump leaks humiliating text messages 16:26 Failure of EU "strategic autonomy" 17:18 NATO demands military spending at 5% of GDP 18:42 US military-industrial complex benefits 20:14 Paying imperial tribute 20:48 Replacing welfare state with warfare state 21:44 EU spending on education 22:08 EU spending on healthcare 22:33 Trump & MAGA take off the mask 23:26 VP JD Vance attacks Europe 23:40 Kissinger: "to be America's friend is fatal" 24:20 Trump boasts of ending Nord Stream 25:39 (CLIP) Trump: "I ended Nord Stream 2" 25:59 US targets European infrastructure 26:26 (CLIP) Trump: US wants to sell oil/gas 26:53 US attacks European "allies" 27:27 Sabotage of Nord Stream pipelines 28:05 Who blew up Nord Stream? 29:20 West opposed UN investigation 30:06 Polish official said US blew up Nord Stream 30:47 Historical amnesia 31:17 Why Germany wanted Nord Stream 32:34 (CLIP) Trump: Europe must buy US oil/gas 32:48 Trump pressured Angela Merkel on Russia 33:15 (CLIP) Trump: Europe must cut Russia ties 34:12 Trump sanctioned Nord Stream 34:55 USA seeks to divide Europe & Russia 35:39 Biden threatened Nord Stream 36:02 (CLIP) Biden: We will end Nord Stream 36:36 Bipartisan vassalage 37:30 US energy exports to Europe 38:08 EU imports of oil 39:25 EU imports of natural gas 39:56 EU imports of LNG 40:45 Climate change catastrophe 41:20 Germany re-opens coal plants 42:00 Germany's pro-war "Greens" 43:19 US imperial strategy: divide Europe 44:56 Imperialist Mackinder's heartland theory 45:28 US fears of Europe-Russia alliance 46:23 NATO's goal: keep US on top 47:24 Deindustrialization of Europe 47:59 EU attacks top trading partner China 48:40 Why are EU leaders Atlanticists? 49:01 EU leaders are literally crying 49:26 EU elites invest in US financial assets 51:57 US Big Tech corporations 52:35 Comprador bourgeoisie 53:48 Western oligarchies 55:00 US empire fears Eurasian integration 56:15 Trump tries to divide Russia & China 56:33 Europe is at a geopolitical crossroads 58:36 Outro
Plus: Energy analysts call US-EU deal 'pie in the sky' ... EPA targets endangerment finding ... PJM looks for answers ... Electricity output and prices hit record highsSign up for the Renewable Energy SmartBrief
European exports to the U.S. are about to face a steep 15% tariff—while American goods heading to Europe will face a zero tariff rate. We hear from the alcohol and automobile industries affected by these tariffs and why the former EU Trade Commissioner has called the deal 'a mistake'.Plus, Sam Fenwick explores the global surge in popularity for women's football and what it means for the future of the sport.Throughout the program, Sam will be joined by two guests on opposite sides of the world—Peter Morici, economist and Professor of Business at the University of Maryland in the United States and Business Consultant Jessica Khine in Malaysia.
The deal reached by EU Commission President Ursula von der Leyen and US President Donald Trump over the weekend has led the Euro to lose value against the US dollar. This follows wide-ranging criticisms within the bloc over the "asymmetrical" nature of the deal, with French Prime Minister François Bayrou equating it to submission. In this edition, we look back on what's been agreed on, and what still needs to be determined.
The US reaches a trade deal with the EU, Thailand and Cambodia agree to an unconditional ceasefire, Thousands in Greece and Turkey evacuate amid wildfires, Trump and Starmer discuss Gaza, Russia and trade in Scotland, A Boston judge blocks the Trump administration's efforts to defund Planned Parenthood, Tesla and Samsung Electronics sign a $16.5 billion chip supply deal, The abbot of the Shaolin Temple is investigated for embezzlement, An elite police squad is created to monitor social media unrest in the U.K., Pharmacists say demand for weight loss drugs is becoming unsustainable, and a study links AI chatbots to mental health crises. Sources: www.verity.news
On Episode 642 of The Core Report, financial journalist Govindraj Ethiraj talks to Rahul Jain, Director at Dolat Capital.SHOW NOTES(00:00) Stories of the Day(01:09) A Short Take(04:20) The markets reverse three day losing streak(06:02) Indian IT companies are downsizing, does that make them more attractive as investments?(16:19) India is set to overtake the US in clean energy generation(17:30) Dissenting voices have begun in the US-EU deal, what is the future of all such deals?(18:37) A DeepSeek competitor emerges from China again(19:44) Shailesh Jejurikar to take over as Procter & Gamble global CEO from January 1(20:08) Tesla's amazing financial engineering and the shocking revenue breakuphttps://www.investing-referral.com/aff303Subscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube
Markets kicked off the week with new highs and a fresh US-EU trade pact. But with earnings, the Fed, and key data still ahead, the real action is just getting started.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.
Headlines: – Welcome to Mo News (02:00) – National Chocolate Day: Chocolate Price Going Up (02:30) – Michigan Walmart Mass Stabbing Suspect Faces Terrorism Charge (06:40) – Israel Announces Daily Military Pause In Gaza Amid International Pressure, Aid Airdrops Resume (10:00) – U.S. And E.U. Reach Tariff Agreement As Friday Deadline Looms (18:20) – Thailand, Cambodia Set For Ceasefire Talks After Trump's Push (23:00) – Democrats Polling Their Worst With Voters In Decades (24:50) – U.S. Birth Rate Hits All-Time Low (27:30) – Gwyneth Paltrow Hired By Astronomer As Temp Spokesperson After Coldplay KissCam Scandal (33:30) – On This Day In History (35:50) Thanks To Our Sponsors: – LMNT - Free Sample Pack with any LMNT drink mix purchase – Industrious - Coworking office. 30% off day pass – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs – Incogni - 60% off an annual plan| Promo Code: MONEWS
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
So far this month, the S&P 500 index has returned more than twice its long-term average return for July. Notably, the S&P 500 Equal Weight index, which gives equal importance to small and large companies alike, reached two all-time highs last week from none for this year. The index's two largest sectors are industrials and financials, sectors that follow the ups and downs of the overall economy. When many stocks are participating in an uptrend, it usually means the uptrend is stronger.Meanwhile, the recent US-EU trade deal, which includes a 15% tariff on European goods, should put pressure on Mexico and Canada to get deals done by the Friday deadline. However, negotiations may not be as straightforward: Canadian Prime Minister Carney said last week that Canada "will not accept a bad deal", and Trump said, “We haven't really had a lot of luck with Canada. I think Canada could be one where there's just a tariff, not really a negotiation."
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 US Weather, Giant Crop2:42 US/EU Trade Deal4:13 US and China Talks8:05 The Funds8:53 Cattle on Feed11:13 Argentina Taxes12:09 China Heat13:27 Flash Sales
Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth Advisors
Today's host was Michael Wear, Founder, President and CEO of the Center for Christianity and Public Life. Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Scripture: Hebrews 12 Top Headlines: 1) US-EU Strike Trade Deal 2) Israel to Allow More Food Aid 3) AP Poll, Trump Approval Rating Consistent Today's host was Michael Wear, Founder, President, and CEO of the Center for Christianity and Public Life. Join the conversation and follow us at: Instagram: @michaelwear, @ccpubliclife Twitter: @MichaelRWear, @ccpubliclife and check out @tsfnetwork Music by: King Sis #politics #faith #prayer #Israel #aid #Gaza #polling #Trump #immigration #economy #trade #EU #WhiteHouse #tariffs Learn more about your ad choices. Visit megaphone.fm/adchoices
The US and EU have struck a new trade agreement, easing tensions over tariffs. Rahul Tandon explores what this breakthrough means for key sectors. We hear from Karin Karlsbro of the European Parliament's Trade Committee and Hildegard Müller, President of the German Automotive Industry Association as well as Tomas Philipson who served as the Acting Chairman of the Council of Economic Advisers in the First Trump administration.
US equity futures are firmer with S&P up 0.3%. European equity markets go up with Asian markets mixed. US 2-year flat to 3.9% and 10-year is off 1bp at 4.4%. Dollar firmer, with biggest move versus Euro and Aussie. Oil up. Gold little changed, industrial metals lower. Trade deal momentum continues after President Trump announced US-EU deal establishing 15% tariff on most EU exports, including autos. Agreement expands list of major US trading partners signing deals over past week, with attention now centering on US-China negotiations as Treasury Secretary Bessent and China Vice Premier He Lifeng meet in Stockholm on Monday. Press reports that two sides are expected to agree to another 90-day tariff deadline extension. Fading prospects of US-India deal by deadline, tough both side sound positive on negotiations. South Korea to resume talks this week.Companies Mentioned: KKR&Co., First National Financial, Union Pacific
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Will Bain looks at the trade deal agreed between the EU and the US. Plus, what does the Lionesses Euros win mean for sponsorship opportunities?
On the DSR Daily for Monday, we break down the EU/US trade deal, the ceasefire between Thailand and Cambodia, Democrats' plan to combat Texas redistricting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chuck Zodda and Mike Armstrong preview a very busy week for economic data. Is the US-EU trade deal the least bad outcome? How long can the US economy defy expectations? The Fed hasn't been this divided in 30 years. Are things really changing for the better at Boeing under the new CEO?
Dollar Climbs after US-EU deal, Trump thinking about World Tariff, More on the Retirement and Wealth Management seminar at the Crowne Plaza in Foster City on Saturday August 2nd at 10am with Certified Financial Planners Chad Burton and Ryan Ignacio from EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.
A big start to the business week with the US and the European Union announcing a major trade deal. Liz Maddock gets the latest on that from Hebe Chen, Market Analyst at Vantage Australia. And Laurie Lawira speaks to Chief CommSec Economist Ryan Felsman about the CommSec State of the States report.
EU and US agreed on a trade deal with 15% tariffs; EU to buy USD 750bln in US energy, and make USD 600bln in investments.EC President von der Leyen later confirmed the 15% rate is for a vast majority of EU exports including cars, semiconductors and pharmaceuticals; 50% tariff on steel and aluminium remains.US and China are expected to extend the trade truce by 90 days, according to SCMP. Reuters suggested that talks are to begin in the “afternoon” in Sweden.European bourses cheer EU-US trade deal, but are off best levels; US futures are modestly higher.DXY picks up and EUR pulls back as participants digest the EU-US trade deal, whilst Antipodeans lag.Bonds were initially hit on the EU-US trade deal, but have since reversed to trade firmer on the session.Crude picks up on trade optimism and into OPEC+ JMMC, gold remains steady.Looking ahead, Dallas Fed Manufacturing Business Index, Treasury Financing Estimates, OPEC+ JMMC, US and China talks in Stockholm, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
Today's top headlines: Number of tick-related illnesses in Lowcountry are highest in SC, experts warn Troopers investigate deadly single-vehicle crash near Summerville 1 dies in head-on crash involving ambulance in Dorchester County Several fire crews battle a Johns Island structure fire Authorities seek to file terrorism and assault charges against suspect in Walmart knife attack Rep. Ralph Norman enters 2026 race for SC governor ‘Banned Together’ documentary features three Beaufort County students Hundreds participate in Charleston Sprint Triathlon Series 21st annual Sweetgrass Festival teaches traditions, fosters culture US-EU deal sets a 15% tariff on most goods and averts the threat of a trade war with a global shock
Stock-index futures climbed after the European Union struck a deal with President Donald Trump that will see the bloc face 15% tariffs on most exports, averting a potentially damaging trade war. S&P 500 contracts rose 0.4% and those for European stocks jumped 1%. The euro was slightly stronger against the dollar after the US-EU deal. Asian shares fluctuated at the open as Japanese equities declined 0.4%. Treasuries dipped slightly with yields on the 10-year gaining one basis point to 4.4%. Gold edged lower and oil was marginally higher. Investors are bracing for a busy week of data - including meetings of the Federal Reserve and the Bank of Japan - and earnings from megacap companies that could set the tone for the rest of the year in markets and the economy. Stocks have risen from their slump in April as investors speculate the US will strike trade deals with countries and that will help avoid significant damage to company earnings and the global economy. We preview the trading week ahead with Clark Geranen, Chief Market Strategist at CalBay Investments. Plus - Australia and the UK signed a landmark 50-year defense treaty on Saturday to underpin the construction of nuclear-powered submarines, senior ministers from both nations said. Both sides stressed that the treaty doesn't impact the AUKUS security partnership between Australia, the UK and the US - currently under review by the Trump administration. For a closer look, we speak with Paul Allen, Australia Correspondent for Bloomberg Television.See omnystudio.com/listener for privacy information.
①China and the US are entering a fresh round of trade talks in Stockholm. What can we expect? (00:39)②China has proposed the creation of a global AI cooperation organization. What's behind the initiative? (11:16)③The US and EU have agreed to a trade deal with a 15% US tariff on most EU goods. Who are the winners and losers? (24:14)④China's tax and fee revenue during 14th Five-Year Plan is expect to top 155 trillion yuan. (34:26)⑤Houthis vow to step up shipping attacks to press Israel on Gaza. (43:32)
US President Donald Trump and European Commission President Ursula von der Leyen claimed Sunday that they had reached a trade deal under which the United States would impose a baseline tariff of 15 percent on European Union (EU) goods.美国总统唐纳德・特朗普与欧盟委员会主席乌尔苏拉・冯德莱恩于周日宣称,双方已达成一项贸易协议,根据该协议,美国将对欧盟商品征收 15% 的基准关税。The announcement was made at a joint press briefing Sunday afternoon following trade talks at the Trump Turnberry in South Ayrshire, Scotland.这一消息是在苏格兰南艾尔郡的特朗普坦伯利高尔夫度假村举行贸易谈判后,于周日下午的联合新闻发布会上宣布的。Although both leaders described the deal as a step toward restoring "trade balance" and promoting more equitable two-way commerce, the agreement allows the United States to impose a broad 15 percent tariff on EU goods while securing zero-tariff access for a range of strategic American exports. In contrast, the EU has pledged to purchase $750 billion' worth of American energy and commit an additional $600 billion in investments in the United States.尽管两位领导人都称该协议是朝着恢复 “贸易平衡”、促进更公平双向贸易迈出的一步,但协议允许美国对欧盟商品广泛征收 15% 的关税,同时确保一系列美国战略性出口商品获得零关税准入。与之相对,欧盟承诺购买价值 7500 亿美元的美国能源,并额外在美国投资 6000 亿美元。At the press briefing, Trump claimed the agreement would enable American cars to re-enter the European market and make US agricultural exports more accessible in the EU. He also said that pharmaceuticals were excluded from the agreement, while existing 50 percent tariffs on EU steel and aluminium exports to the United States will remain in place.在新闻发布会上,特朗普称该协议将使美国汽车重新进入欧洲市场,并让美国农产品更易进入欧盟。他还表示,药品被排除在协议之外,而美国对欧盟出口的钢铁和铝所征收的 50% 现有关税将继续有效。However, at a separate press briefing, von der Leyen clarified that the EU and the US had agreed to include pharmaceuticals under the 15 percent tariff framework. She did not rule out the possibility of further US trade actions in the future.然而,冯德莱恩在另一场新闻发布会上澄清,欧盟与美国已同意将药品纳入 15% 的关税框架中。她并未排除美国未来采取进一步贸易行动的可能性。When asked whether a 15 percent tariff for EU carmakers-up from 2.5 percent under the Biden administration-was a favorable outcome, von der Leyen responded that, prior to this agreement, European vehicles faced a total tariff of 27.5 percent when entering the US market. This included a 25 percent levy imposed during Trump's previous term in addition to the original 2.5 percent. The new 15 percent rate, she argued, represents a reduction from that level.当被问及对欧盟汽车制造商而言,关税从拜登政府时期的 2.5% 上调至 15% 是否是有利结果时,冯德莱恩回应称,在本协议达成前,欧洲汽车进入美国市场面临的总关税为 27.5%,其中包括特朗普上一任期内加征的 25% 关税以及原本的 2.5%。她认为,新的 15% 关税较此前水平有所降低。Bernd Lange, chair of the European Parliament's Committee on International Trade, criticized the newly reached deal as "unsatisfactory" and "significantly imbalanced," warning that it could undermine the EU's economic stability and job security.欧洲议会国际贸易委员会主席伯恩德・兰格批评这项新达成的协议 “令人不满” 且 “严重失衡”,并警告称其可能破坏欧盟的经济稳定和就业安全。"This is a deal with a slant. Clearly, concessions have been made that are difficult to bear," Lange said in a statement on Sunday.兰格在周日的一份声明中表示:“这是一项带有偏向性的协议。显然,我们做出了难以承受的让步。”Prior to the agreement, over 70 percent of EU exports to the United States were subject to tariffs, including 50 percent on steel and aluminium, 25 percent on automobiles and parts, and a 10 percent duty on most other goods. Trump had warned that if no deal was reached by Aug 1, the 10 percent tariff would be raised to 30 percent.协议达成前,欧盟对美出口商品中超过 70% 需缴纳关税,其中钢铁和铝的关税为 50%,汽车及零部件为 25%,大多数其他商品为 10%。特朗普曾警告称,若 8 月 1 日前未能达成协议,10% 的关税将上调至 30%。tariff /ˈtærɪf/ 关税 concession /kənˈseʃn/ 让步;妥协 imbalanced /ɪmˈbælənst/ 失衡的;不平衡的 framework /ˈfreɪmwɜːk/ 框架;结构
Jeff Bezos cashes out billions while Samsung lands a $16B deal—what does it all mean for markets? Asia-Pacific opens the week mixed amid news of a US-EU trade pact. Hosted by Michelle Martin with Ryan Huang, this episode breaks down the tariff fallout, Amazon’s rally, and surprising gains from Rex International and Hiap Seng Industries. We also check in on earnings from ST Micro, Apple, and S-REITs. Plus, the STI’s top movers: DFI Retail, City Developments, and SingTel. Companies featured: Amazon, Samsung, Rex International, Hiap Seng, ST Micro, SingPost, Puma, Volkswagen.See omnystudio.com/listener for privacy information.
Dr. Eric Kam, Economics Professor at Toronto Metropolitan University, joins Greg to talk about the US-EU trade deal with 15% tariffs across the board and what that means for a potential US-Canada deal Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Macro Mondays, James Todd, Will Cunliffe, and Edward Hayden-Briffett unpack the week that was in global markets. Markets are reacting to sweeping new trade deals - notably a major US-EU agreement involving zero tariffs and massive energy investments - while weak US and Eurozone PMIs, consolidating precious metals, and rising Japanese yields signal caution. Meanwhile, investors are withdrawing from US Treasuries amid political uncertainty, China's economy is under pressure despite upcoming stimulus, and global attention turns to a packed week of critical economic data releases.
Analysis of the EU-US trade deal suggests it's a huge win for the US and a major climbdown for the EU. The details of the deal have still been kept under wraps, but Donald Trump is set to meet with Prime Minister Sir Kier Starmer to further discuss trade. UK correspondent Gavin Grey explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Despite a cautious mood, US stocks held near record highs, while the US dollar recorded its biggest jump since May as trade jitters eased. Super Micro Computer surged on optimism around China-US trade relations, and Nike shares climbed following a broker upgrade, with analysts urging investors to "just buy it" ahead of the Soccer World Cup. In Europe, Heineken shares slipped after the company flagged flat sales volumes for the year. Meanwhile, in commodities, gold fell to a three-week low, while oil prices rose 2% on the back of a new US-EU trade agreement. Back home, Aussie shares are expected to open lower on Tuesday, with mining stocks still under pressure. Ryan and Tom also preview the upcoming US interest rate decision and what it could mean for markets. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
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Today we dive into the multifaceted realm of supply chain dynamics, with a primary focus on the critical discussions surrounding sustainability and technological advancements. Welcome to The Buzz!Hosts Scott Luton and Richard Donaldson welcome special guest Heidi Benko, VP of Product Management and Strategy for Infor Nexus, to the show today. Together they discuss:Insights from the Gartner Supply Chain Top 25The impact of tariffs on US-EU trade relationsThe evolving role of technology in multi-enterprise business networksThe rapid advancements in AI and digital product passports, emphasizing the importance of connecting supply chain tiers to meet regulatory requirementsInsights to propel organizations toward more resilient and sustainable supply chain practicesJoin us as we underscore the imperative for supply chain leaders to adopt a proactive approach in an increasingly volatile environment and illuminate strategies that can empower organizations to thrive amidst the chaos of the modern supply chain landscape.Additional Links & Resources:With That Said: https://bit.ly/3IH5yyp Inside the Gartner Top 25: How supply chains are embracing the future: https://bit.ly/3TQBF1aUS companies quietly maintaining, boosting sustainability investments in 2025: report: https://bit.ly/3GSJOz8The Bridge Webinar This Friday: https://event.on24.com/wcc/r/4996409/A06BB7334AB2D8676D7B5809082ACC4A?partnerref= What's the Status on Digital Product Passport Implementation? https://bit.ly/4lFpSisU.S. plays hardball on tariffs deadline as EU battles for a deal: https://bit.ly/44Iya33Globalisation is here to stay, but not as we've known it: https://bit.ly/46mg1sWConnect with Heidi on LinkedIn: https://www.linkedin.com/in/heidibenko/Connect with Richard on LinkedIn: https://www.linkedin.com/in/richarddonaldson/Learn 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- Real Stories: How an Australian Powerhouse Unlocked Millions in Capex Using Advanced Supply Chain Planning: https://bit.ly/3TsxBUFWEBINAR- Unleash Your Inner Pioneer: How to Transform How You Lead: https://bit.ly/45X3ax3WEBINAR- Still in the Dark? 4 Shipping...
Meera Chandan, Greg Fuzesi, Khagendra Gupta and Aditya Chordia discuss take-aways from the latest ECB meeting as well as expectations on the US-EU tariff negotiations for the outlook of European economy, rates and currency markets. Speakers: Meera Chandan, Global FX Strategy Greg Fuzesi, Economic & Policy Research Khagendra Gupta, Rates Strategy Aditya Chordia, Rates Strategy This podcast was recorded on 25 July 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5034766-0, https://www.jpmm.com/research/content/GPS-5038613-0, https://www.jpmm.com/research/content/GPS-5038418-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.