ECB’s Lagarde sees weak growth, dominated by downside risks
The Business Times Dec 4, 2024 Eurozone economic growth could be weaker in the months ahead and the medium term outlook is uncertain with downside risks dominating, European Central Bank President Christine Lagarde said in a parliamentary hearing on Wednesday (Dec 4). The eurozone economy has been virtually stagnant for the past 18 months, and […]
Germans Aren’t Buying the Market Excitement About Friedrich Merz
Summary by Bloomberg AI German Chancellor Friedrich Merz is preparing for his first visit to the White House, with investors backing him to lead an economic resurgence driven by a major program of spending on infrastructure and defense. However, obstacles include Donald Trump’s grudge against Europe’s biggest economy and concerns that Germans may not have […]
America Let Its Military-Industrial Might Wither. China’s Is Booming.
A visualization of how far the U.S. has fallen behind By Jon Emont and Daniel Michaels May 29, 2025 11:00 pm ET Adapting to the dual challenge of China’s military and its economy has been a focus of U.S. administrations for years. America is losing ground. Modern warfare is a contest of industrial might, as […]
Tariff Ruling Is a Setback for Trump but Doesn’t End Trade War
Trade experts say Trump won’t abandon levies after court decision sows confusion By Jason Douglas, Jon Emont, and Hannah Miao May 29, 2025 SINGAPORE—Shortly after the news broke that a U.S. court invalidated almost all of President Trump’s tariffs, one Vietnam-based furniture exporter responded with an astonished text: “WHAT???” The decision by a little-known U.S. […]
Saudi Arabia’s MBS Says Will Boost US Investments to $1 Trillion
By Paul Wallace 05/13/2025 08:37:23 [BN] (Bloomberg) — Saudi Arabia’s Crown Prince Mohammed bin Salman said the kingdom will boost investments in the US to $1 trillion. The pledge came moments after the White House announced that the kingdom had committed to investing $600 billion in America.
Tariffs are a bet on the free market rather than free trade
Financial Times May 12th, 2025 Innovation has stalled in a globalised era dominated by state-sponsored national champions The writer is an FT contributing editor, chief economist at American Compass and writes the Understanding America newsletter A notable feature of the latest US-China trade détente is the Trump administration’s apparent commitment to the 10 per cent global […]
Dan Ives says China-U.S. trade progress setting up ‘dream scenario’ for tech with Nvidia biggest winner
Frank Holland MAY 12 2025 CNBC Wedbush’s Dan Ives says the US- China agreement creates a bull market environment once again for tech, while a major investor thinks there’s a trading opportunity in bonds here. Dan Ives: ‘Dream Scenario’ “If you are a tech investor, this is a dream scenario,” said Dan Ives on CNBC’s […]
Morgan Stanley stands by Nvidia as a top pick even though tariff turmoil is not over
Pia Singh April 10 2025 CNBC Morgan Stanley is sticking by Nvidia during the stock’s rocky ride, saying demand for the company’s products should help the artificial intelligence darling outperform and push past tariff concerns. Analyst Joseph Moore reiterated Nvidia as a top semiconductor pick and kept his overweight rating and $162 price target. That […]
How China is setting up shop in Mexico
Christine Murray, Nassos Stylianou, Irene de la Torre Arenas, and Dan Clark Financial Times December 15, 2024 On a recent Friday morning in Alianza Industrial Park, dust billowed up as diggers and lorries cleared land near a site for Chinese tyre maker ZC Rubber. A crane was poised to lift material for lithium and lead […]
Does the European Union Unfairly Benefit from the United States’ Productivity and Output?
Christopher Combs Silicon Valley Capital Partners November 14, 2024 Historical Reasons for U.S. and E.U. Tariff Differences and Their Fairness Today The disparity in tariffs between the United States and the European Union has roots dating back to the post-World War II era. At that time, the U.S. was a dominant economic power and sought […]