Trade & Tariffs

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Trump’s Latest Trade Clash with China Highlights Risks for Copper Market Amid AI-Driven Demand Surge

Rising demand from artificial intelligence and European defense expansion underscores the need for diversified copper supply chains as trade tensions flare.

China Claims U.S. Is Stoking Fear Over Rare Earth Export Rules, Signals Willingness to Talk

Beijing rejects what it calls U.S.-led “panic,” defends export curbs as national security, and leaves door open for negotiations amid rising trade tensions

U.S. Stands Firm on China Policy Despite Market Turbulence

Treasury Secretary Scott Bessent dismisses market volatility concerns, asserting that trade strategy with Beijing is driven by long-term U.S. economic interests, not short-term stock performance.

Trump Claims Modi Vowed to End Russian Oil Imports, But Implementation Timeline Remains Unclear

India’s energy strategy faces global scrutiny as Washington pushes New Delhi to curb Russian crude purchases

U.S. Treasury Chief Accuses China of “Dragging the World Down” Amid Escalating Economic Standoff

Scott Bessent warns that Beijing’s export restrictions on key tech minerals could backfire, deepening China’s own downturn while rattling global markets.

Trust on the Brink: U.S.–China Relations Enter a New Era of Economic Retaliation

A series of trade restrictions and tariff threats highlight how the world’s two biggest economies are drifting further apart, with mutual distrust at the core of the conflict.

China Sanctions Five U.S. Subsidiaries of Hanwha Ocean Amid Escalating Maritime Dispute

The move deepens U.S.–China tensions as both sides exchange trade restrictions on shipping and maritime industries, sending Hanwha Ocean shares tumbling over 8%.

Philippines Claims Chinese Ship Rams Local Vessel Near Disputed Thitu Island Amid Rising Tensions

Manila reports water cannon attack and minor collision as Chinese maritime forces confront Filipino vessels in contested South China Sea

China’s September Trade Data Surprises Markets as Exports Rebound and Imports Surge

Strong export growth and the fastest import increase since April highlight China’s resilient trade amid rising U.S.-China tensions

China’s Stock Rally Faces Pressure as U.S.-China Trade Tensions Resurface

Investor optimism tested after months of gains as new tariff threats and export controls raise fears of a renewed trade conflict

WTO Boosts 2025 Global Trade Forecast to 2.4% Amid AI Surge, Warns of Slowdown in 2026

Strong first-half growth driven by AI-related goods and pre-tariff imports lifts trade outlook this year, but rising tariffs and economic cooling cloud next year’s prospects.

Taiwan Pushes Back on U.S. ’50-50′ Chip Plan, Says Tariff Cuts Remain Top Priority

Taipei rejects Washington’s call to split semiconductor production, emphasizing tariff relief and fairer trade as the real agenda.

EU Launches World’s First Carbon Border Tax, Reshaping the Future of Global Trade

The Carbon Border Adjustment Mechanism will impose new costs on imports like steel and cement, sparking global backlash while testing Europe’s climate leadership

Trump Imposes 10% Tariff on Lumber and Steep Duties on Wooden Products

U.S. aims to boost domestic industry as tariffs on kitchen cabinets, vanities, and furniture to rise in 2026

U.S. Pharma Tariffs Leave Indian Generic Drugmakers Largely Unscathed, But Investor Anxiety Rises

While Trump’s 100% tariffs target branded drugs, India’s generic-focused pharmaceutical sector faces minimal impact amid broader trade concerns.

Trump Imposes 25% Tariffs on Imported Heavy Trucks, Targets Broader Range of Goods

New tariffs on trucks, furniture, kitchen cabinets, and pharmaceuticals aim to protect U.S. manufacturing and national security

Trump Orders 100% Tariff on Imported Branded Drugs Unless Firms Build U.S. Plants

Pharma industry warns of higher prices, supply chain risks, and costly reshoring hurdles

European Healthcare Stocks Edge Higher Despite Trump’s 100% Tariff on U.S. Medicine Imports

Markets weigh new trade barriers, sector resilience, and broader economic signals across Europe

European Medtech Stocks Tumble as U.S. Launches Probe Into Medical Device Imports

Trump administration investigation sparks tariff fears, dragging down Siemens Healthineers, Philips, and Convatec, while retail stocks buck the trend.

Swiss Economy Braces for Heavy Blow as U.S. Tariffs Weigh on Growth

The Swiss National Bank warns that steep American tariffs threaten exports, investment, and long-term growth, as hopes for a trade deal with Washington remain uncertain.

What Britain Hopes to Achieve from Trump’s Second State Visit

Beyond multi-billion-dollar business deals, the U.K. aims to solidify trade commitments, reduce tariffs, and boost investor confidence

Japan’s Export Slump Eases in August as Asian Demand Rebounds

Stronger shipments to Asia and Europe help offset steep U.S. declines, signaling resilience amid tariffs and global demand uncertainty

China Tightens Rare Earth Grip, Forcing European Firms to Count Million-Euro Losses

As Beijing curbs rare earth exports, European companies face mounting costs, unstable supply chains, and growing uncertainty over future access

Britain Bets on Trump: Why the UK Is Banking on a Controversial Ally to Weather Its Storm

As Prime Minister Keir Starmer grapples with political turmoil and plunging approval ratings, Donald Trump’s high-profile state visit could be the lifeline Britain needs to reset trade ties and global confidence.

Trump Pushes NATO for Unified Action, Threatens Major Sanctions on Russia

Former President urges allies to halt Russian oil purchases and consider steep tariffs on China to weaken Moscow’s war effort in Ukraine

U.S. and China Revive Madrid Trade Talks as TikTok Deadline Nears

High-stakes negotiations aim to ease tariffs, resolve tech disputes, and avert a looming ban on TikTok in the U.S.

U.S. Threatens Action Over Bolsonaro’s 27-Year Sentence in Brazil

Washington Calls Verdict a ‘Witch Hunt’ as Tariff Tensions and Political Fallout Escalate

U.S. and Japan Strike Historic $550 Billion Investment Deal

Washington and Tokyo to Split Profits Until Japan Recoups Its Investment, Then Shift to 90/10 in America’s Favor

China Warns Mexico Over Planned 50% Car Tariffs

Beijing threatens countermeasures as Mexico targets Asia-made vehicles, putting $52 billion in trade ties at risk

Trump and Modi Strike a Hopeful Note on U.S.-India Trade Talks

Despite tensions over tariffs and Russian oil imports, both leaders stress optimism for a breakthrough in negotiations

Trump Urges EU to Levy 100% Tariffs on China and India Over Russian Oil Purchases

Washington signals readiness to match European measures as pressure grows on Moscow amid stalled Ukraine peace talks

Record Number of U.S. Firms Shift Investments Away From China

Southeast Asia emerges as the top destination as tariffs, competition, and rising uncertainty reshape global supply chains

Trump Joins Rolex CEO at U.S. Open Despite New 39% Tariff on Swiss Watches

The president attended the men’s singles final with top White House officials just weeks after imposing steep tariffs on Switzerland, signaling complex ties between trade policy and corporate engagement.

Massive Immigration Raid Hits Hyundai-LG Georgia Plant, 475 Workers Arrested

Federal authorities target unauthorized employment at the $7.6 billion battery and auto facility, prompting South Korea to work on returning over 300 of its nationals.

Supreme Court Showdown Looms Over Trump Tariffs, Potential $1 Trillion Refund Bill at Stake

Lower court rulings put Trump-era levies in jeopardy, raising fears of massive refunds to importers and economic disruption

Trump Seals Japan Trade Deal with 15% Tariffs as Ishiba Battles Rising Party Dissent

A sweeping U.S.-Japan trade agreement introduces new tariffs and investment pledges, reshaping global supply chains while Japan’s Prime Minister Ishiba faces political turbulence at home.

Xi Jinping Warns of ‘Global Crossroads’ as Trump Accuses Beijing of Plotting Against U.S.

At a grand military parade marking the 80th anniversary of World War II’s end, Xi calls for “peace or war, dialogue or confrontation,” while Trump fires back with accusations of Chinese conspiracy and appeals to U.S. wartime legacy.

Court Ruling Challenges Trump-Era Tariffs, Leaving Shippers and Businesses in Limbo

Federal appeals court decision could trigger billions in refunds while supply chains await final outcomes

Supreme Court May Rule Trump Tariffs Illegal, but Washington Still Has Tools to Keep Them Alive

Legal battles mount, but the U.S. Treasury hints at fallback options to preserve Trump’s trade measures

Trump Blasts India-U.S. Trade Ties as ‘One-Sided Disaster’ Amid Modi’s China Outreach

Washington-Beijing-New Delhi tensions rise as tariffs, Russian oil, and failed trade talks dominate relations

Modi and Xi Emphasize Partnership Over Rivalry Amid Growing Trade and Geopolitical Challenges

India and China signal closer cooperation on trade, border stability, and regional security during Shanghai Cooperation Organization summit.

Trump Trade Adviser Slams Appeals Court Tariff Ruling as “Partisan Injustice”

White House trade adviser criticizes the court’s decision on tariffs, calling it politically biased and undermining U.S. trade policy.

U.S. Appeals Court Strikes Down Key Trump Tariffs, Adding Fresh Trade Uncertainty

Ruling casts doubt on billions in duties targeting China, Canada, and Mexico, fueling concerns over market volatility and trade policy stability.

Japan’s Top Trade Negotiator Cancels U.S. Trip Amid Tariff and Investment Disputes

Tokyo seeks resolution on reciprocal tariffs and confirmation of $550 billion investment package

EU Moves to Lift Tariffs on U.S. Industrial Goods, Unlocking Retroactive Cuts for Autos

Proposal aims to stabilize transatlantic trade and secure reciprocal tariff relief from Washington

U.S. Companies Race to Beat Tariffs with Record Surge in Chinese Imports

Frontloading strategy in 2025 dwarfs 2018 trade war patterns, as exporters rush shipments ahead of tariff hikes

European Postal Services Halt Some U.S. Shipments Ahead of Global “De Minimis” Rule End

New U.S. trade regulations on low-value imports force carriers across Europe to pause shipments, disrupting small-scale e-commerce and international postal flows.

Trump Threatens Sweeping Tariffs and Chip Export Bans Over Global Digital Taxes

The former president escalates his fight against foreign digital service taxes, warning countries to back down or face tough trade penalties.

Trump Threatens 200% Tariff on China Over Rare-Earth Magnet Exports

The president warns Beijing against curbing shipments of critical rare-earth magnets, raising fears of renewed trade tensions just months before a fragile truce is set to expire.

India Confirms Ongoing U.S. Trade Talks Amid Looming Tariffs

Washington set to impose tariffs up to 50% as New Delhi defends key economic interests

Trump’s Unconventional Global Strategy: Pressure on India, Relief for China, and Outreach to Putin

A closer look at how Trump is reshaping trade, diplomacy, and global power balances to secure leverage on multiple fronts

Trump Expands 50% Steel and Aluminum Tariffs to 407 More Products

New duties cover auto parts, chemicals, and everyday goods, raising fears of higher costs and supply chain disruptions

Japan’s Exports Record Sharpest Decline in Over Four Years as U.S. and China Demand Weakens

Automobile shipments slump amid tariff concerns, fueling fears of further economic slowdown

Tariffs Could Skew Retail Profitability as Accounting Practices Mask True Costs

How the retail inventory method may temporarily overstate margins for Walmart, Target, Home Depot, and other U.S. retailers facing rising import costs.

U.S. Jewelry Sales Defy Global Slowdown Amid Tariff Pressures

Pandora and luxury brands see strong American demand even as Europe and China lag

U.S. Trade Delegation Cancels India Visit Amid Escalating Tariff Dispute

Trump’s 50% cumulative tariff on Indian exports adds new strain as both nations struggle to reset trade talks

Senate Democrats Urge Trump to Reconsider AI Chip Deal with China

Lawmakers warn advanced semiconductor sales could jeopardize U.S. national security despite revenue-sharing plan

Applied Materials Shares Plunge 10% After Soft Q4 Forecast Amid Global Market Uncertainty

Despite beating Q3 expectations, the semiconductor equipment giant warns of declining revenue and ongoing challenges in China, rattling investors and raising concerns over U.S.-China trade tensions.

Japan’s Economy Outperforms Expectations in Q2 2025 as Exports Drive Growth

Resilient trade and narrowing deficits help Japan beat forecasts despite U.S. tariffs, but analysts caution on slowing investment ahead.

Putin's Playbook: How He Might Outmaneuver Trump in Their Alaska Summit

With high stakes in Anchorage and global eyes watching, Putin may use symbol, strategy, and seclusion to tilt the diplomatic balance—casting doubt on any hope of an amicable peace deal for Ukraine.

Fed Board Candidates Miran and Bullard Dismiss Tariffs as Inflation Drivers

Economists aligned with Trump argue tariffs have minimal impact on inflation, supporting calls for interest rate cuts

China Urges Companies to Avoid Using Nvidia and AMD AI Chips Amid U.S. Export Deal

Chinese authorities restrict government use of Nvidia’s H20 and AMD’s MI380 chips following recent U.S. revenue-sharing agreement

White House Navigates Legal Complexities of Export Deals with Nvidia and AMD for China Chips

Ongoing discussions focus on 15% revenue cut export tax, with potential expansion to other tech companies

Trump Demands 20% Cut from Nvidia for China Chip Sales, Labels H20 Chip ‘Obsolete’

After negotiations, Nvidia settles on a 15% fee to ship H20 chips to China amid ongoing U.S. export restrictions and concerns over advanced AI technology transfer.

Spain’s Bold Defense Stance Sparks Rising Tensions with Trump Administration

Madrid’s Strategic Shift in Defense and Foreign Policy Tests U.S.-Spain Relations Amid NATO Pressure and Growing China Ties

Trump Hits Pause Again: U.S.–China Tariffs Delayed for Another 90 Days

Just hours before steep duties were scheduled to return, President Trump signs an executive order pushing the tariff deadline to early November—buying more time for negotiators amid volatile trade dynamics.

Trump’s Global Energy Export Wins Clash with U.S. Shipbuilding Realities

Ambitious LNG export targets face major obstacles amid a shrinking domestic shipbuilding industry and stringent new U.S. trade mandates

Why India Faces Heavy U.S. Tariffs Despite Russian Crude Not Being Sanctioned

Understanding the complexities behind Washington’s increased tariffs on India amid growing Russian oil imports and global energy market pressures

E.l.f. Beauty Reports 30% Profit Decline Amid Rising China Tariffs

Sales continue steady growth while tariff pressures reshape profitability and supply chain strategies

Trump Threatens 100% Tariff on Chip Imports Unless Companies Manufacture in U.S.

Apple, Nvidia, TSMC among firms expanding domestic operations as semiconductor policy heats up

U.S. Slaps 50% Tariff on India Over Russian Oil Imports Amid Rising Trade Tensions

The Biden administration targets India with one of the highest tariffs among U.S. trading partners, escalating pressure on countries maintaining energy ties with Russia.

Trump's 100% Chip Tariff Shakes Japanese Semiconductor Sector, While Samsung and TSMC Gain Ground on U.S. Expansion

With Trump's tariff plan targeting imported semiconductors, Japanese chip stocks tumble while U.S.-based investments by Samsung and TSMC emerge as early winners.

U.S. Charges Two Chinese Nationals for Smuggling Nvidia AI Chips Worth Millions Into China

DOJ cracks down on illegal exports of advanced AI semiconductors as Washington tightens controls to protect U.S. chip technology from reaching China.

Syria Faces World’s Harshest Tariff as U.S. Slaps 41% Levy, Threatening Fragile Recovery

Just months after lifting sanctions, the Trump administration imposes the highest global tariff on Syria, deepening its economic crisis and signaling a new form of pressure.

Swiss-U.S. Trade Tensions Escalate as 39% Tariff Deadline Approaches

With just days remaining, uncertainty looms over potential deal as Swiss businesses brace for significant economic impact

EU Postpones Planned U.S. Tariffs by Six Months to Facilitate Ongoing Trade Negotiations

Suspension of countermeasures follows high-level discussions between EU and U.S., aiming to ease tensions and promote stability in transatlantic trade

India Pushes Back at U.S. and EU Over Russia Trade Accusations Amid Tariff Threats

New Delhi calls out "double standards" as U.S. and EU continue substantial trade with Russia while criticizing India’s oil imports

Trump and Carney Expected to Hold High-Stakes Trade Talks Amid Rising Tariff Tensions

Canada and the U.S. gear up for critical dialogue as Ottawa seeks to ease a 35% tariff Washington imposed on non-USMCA goods—amid accusations tied to fentanyl smuggling and investment uncertainty.

Treasury Secretary Bessent Signals Progress Toward U.S.-China Trade Agreement as Key Deadline Approaches

With August 12 looming, Treasury Secretary Scott Bessent expresses cautious optimism on resolving tariff disputes amid ongoing tough negotiations.

Indian State Refiners Halt Russian Oil Purchases Amid Shrinking Discounts and U.S. Tariff Threats

As Russian oil discounts narrow and geopolitical pressure mounts, India’s major state-owned refiners pause imports, shifting focus to Middle Eastern and African crude supplies.

Wealthy Yacht Buyers Navigate Strategies to Dodge New 15% EU Tariffs

As U.S. tariffs on European-made yachts kick in, affluent buyers and industry insiders are exploring legal loopholes and alternative registrations to mitigate soaring costs.

Trump Unleashes Sweeping Tariff Overhaul with 40% Penalty on Transshipped Goods

As August 7 implementation nears, U.S. allies and rivals brace for fresh wave of trade disruptions and renegotiations

Asia Responds to Trump's New Tariff Shake-Up as August Deadline Approaches

With tariff revisions just days away from taking effect, Asian nations weigh the economic and diplomatic implications of Washington’s latest trade maneuver

Trump Imposes 25% Tariff on India Starting August 1, Adds Unspecified ‘Penalty’ Over Russian Trade Ties

President Trump targets India with steep tariffs amid concerns over high trade barriers and New Delhi’s continued military and energy purchases from Russia, escalating tensions in U.S.-India economic relations.

Trump Imposes Steep Tariffs on India: Why New Delhi Is Holding Back from a Quick Trade Deal

Despite 25% U.S. tariffs and pressure for market access, India leverages its strategic bargaining power, protecting sensitive sectors while pursuing diversified trade partnerships worldwide.

U.S. and South Korea Finalize Trade Deal with 15% Tariffs, $350 Billion Investment Agreement

The agreement lowers previously threatened tariffs, unlocks massive Korean investment in U.S. industries, and raises questions about interpretation, equity, and future trade dynamics.

Bessent Tells U.S. Firms to Stay Calm as Trump’s Blanket Tariffs Loom

Ahead of the August 1 deadline, Treasury Secretary Scott Bessent urges American businesses not to panic over upcoming tariffs, calling them temporary and negotiable—despite growing uncertainty and rising cost pressures.

China’s Exports to U.S. Set to Plunge by $485 Billion by 2027 Amid Tariff Surge, Simulator Forecasts

New global trade simulation reveals massive shifts in U.S.-China trade flows, with Russia and other nations poised to gain as tariffs reshape markets.

India Surpasses China as Top U.S. Smartphone Exporter Amid Manufacturing Surge

As Apple and others shift production away from China, India’s smartphone exports to the U.S. jump 240%—marking a new milestone in global supply chain realignment.

Trade Court Declines to Reinstate Tariff Exemption on Low-Value Imports Amid Legal Battle

Detroit Axle’s challenge to Trump’s tariff rollback on de minimis shipments stalls as broader legal showdown heads to federal appeals court.

Trump’s Tariff Deal Provides Limited Relief for Japanese Automakers as Rising Chinese Competition Looms

While the U.S.-Japan trade agreement reduces tariffs to 15%, Japanese carmakers face mounting pressure from China’s growing dominance and domestic economic challenges.

Trump Announces U.S.-EU Trade Agreement with 15% Tariffs on European Goods

After intense negotiations, the U.S. and European Union reach a landmark deal featuring reduced tariffs, massive energy purchases, and significant investment commitments amid looming tariff deadlines.

How Trade Wars and Shifting Politics Have Left Russia and Ukraine Isolated on the Global Stage

As U.S. tariffs and political maneuvers reshape international relations, the ongoing Russia-Ukraine conflict risks being sidelined amid escalating sanctions, fragile alliances, and internal upheaval.

Lutnick Says Trump May Accept ‘Good Enough’ EU Trade Offer—But What Qualifies Remains Vague

As Trump’s 30% tariff threat looms, Commerce Secretary Howard Lutnick signals openness to a deal—if the European Union makes the right concessions before the August 1 deadline.

Trump Secures U.S.–EU Trade Deal with 15% Tariffs Amid $1.35 Trillion Investment Pledge

Europe avoids a full-blown trade war as Washington and Brussels strike a deal imposing 15% tariffs on most EU goods while unlocking massive transatlantic energy and capital investments.

America’s Trade Shakeup: How the New U.S.–EU Deal Could Slash Imports and Redraw Global Supply Chains

A new 15% tariff on European imports threatens to cut U.S. inbound trade by nearly half, triggering a $2.68 trillion shift in global export patterns and a major rebalancing of corporate supply routes.

EU Commission President Urges More Balanced Trade with China Amid Rising Tensions

At the 25th EU-China Summit, Ursula von der Leyen stresses need to address trade deficits, overcapacity, and market access to sustain a fair and mutually beneficial partnership.

Bipartisan Senators Push to Shield Small Businesses from Trump’s Canada Tariffs

The CANADA Act seeks to exempt millions of U.S. small firms from harsh duties as Washington’s trade tensions with Ottawa threaten cross-border commerce.

Orange Juice Importer Files Lawsuit Against Trump Administration Over Brazil Tariffs, Warning of Price Hikes at U.S. Supermarkets

Johanna Foods claims proposed 50% tariffs on Brazilian imports could increase consumer prices by up to 25% and threaten thousands of jobs

Japan’s Political Setback Weakens Its Hand in U.S. Trade Negotiations, Analysts Warn

Following upper house election losses, Prime Minister Ishiba faces mounting pressure at home—leaving Tokyo in a vulnerable position ahead of high-stakes tariff talks with Washington

Leah Rosenfeld

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August 3, 2025