Trade & Tariffs

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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

U.S. and Indonesia Unveil Reciprocal Trade Deal Framework as Final Negotiations Continue

Agreement would remove most tariffs on U.S. goods entering Indonesia, while setting a 19% U.S. tariff on Indonesian imports and paving the way for $18.2 billion in commercial deals

Trump Secures Landmark Trade Deal with Japan as Tariffs Drop to 15 Percent

Agreement promises $550 billion in Japanese investment, major U.S. market access, and economic optimism despite Japan’s political uncertainty

U.S.–Japan Trade Deal Eases Tension but Highlights How Tariff Expectations Have Shifted

Trump’s new 15% tariff on Japan appears moderate only because earlier rates were far steeper, showcasing the psychological power of the anchoring effect in trade negotiations

Trump’s Trade War Hits Hardest on Smaller U.S. Ports from California to the Gulf Coast

Secondary ports see significant declines in container traffic as shippers pivot to larger hubs ahead of tariff deadlines

U.S. Races to Secure Rare-Earth Magnets as Imports from China Skyrocket 660% in One Month

China’s dominance in rare-earth magnet production leaves U.S. manufacturers scrambling for supply as trade restrictions ease under new agreement.

U.S. Holds Firm on August 1 Tariff Deadline as EU Races to Avoid Economic Fallout

With a 30% tariff looming, last-minute trade talks intensify as the European Union faces mounting pressure to reach a deal and avoid devastating impacts on key export sectors.

South Korea’s Finance and Trade Chiefs to Meet U.S. Counterparts for High-Stakes Tariff Talks

Newly appointed South Korean officials to engage in 2+2 trade talks in Washington, as both nations race to resolve tariff disputes ahead of Trump’s looming August 1 deadline.

Bessent Signals August 1 Tariffs Meant to Pressure Trade Partners Into Better Deals

The Treasury Secretary emphasizes quality over speed in trade negotiations, as investors brace for potential 40% tariffs on top U.S. trading partners.

Trump’s 30% Tariff Threat Shakes EU Exporters: ‘This Is Simply Unsustainable,’ Say Whiskey, Cheese Makers

From Irish distilleries to Italian dairies, European producers warn that steep U.S. import duties will spike prices, shrink sales, and destabilize decades-old trade ties.

Aug. 1 Set as Final Tariff Deadline: U.S. Signals Tough Stance on Trade Under Trump Policy

Commerce Secretary Howard Lutnick confirms Aug. 1 as the enforcement date for Trump's reciprocal tariffs, with smaller nations facing a baseline 10% rate and larger economies under pressure to open markets or pay higher levies.

Volvo Cars Revamps U.S. Strategy Amid Rising Tariffs Pressure

Sweden’s automaker shifts production plans to South Carolina as tariffs reshape its North American business model.

Japan’s Exports Tumble for Second Month as U.S. Trade Tensions Escalate

Auto sector hit hardest with 26.7% drop; no U.S. trade deal in sight as recession fears mount.

Russia May Have Miscalculated Trump Strategy, Says Former U.S. Ambassador

As Trump escalates pressure on Putin over Ukraine, questions arise in Moscow about whether past influence attempts have backfired.

Trump Plans New Tariff Wave for Smaller Nations, Likely Above 10%

The former president signals upcoming tariff notices for smaller trade partners, building on his broader protectionist trade strategy.

Tensions Escalate Over Water as US and Mexico Clash Amid Historic Drought

An 80-year-old treaty is under strain as climate change deepens droughts, crippling agriculture on both sides of the border and igniting political threats over scarce water resources.

Trump’s New Tariff Threat Leaves Russia Surprised but Relieved

Despite fiery rhetoric and fresh sanctions announcements from Washington, Moscow finds room to maneuver as the U.S. stops short of harsher penalties—at least for now.

EU Postpones Retaliatory Tariffs on U.S. Imports, Eyes Deal Before August 1 Deadline

Amid rising transatlantic trade tensions, Brussels halts planned countermeasures in a final push to negotiate with the Trump administration as $2 trillion in EU-U.S. trade hangs in the balance.

How U.S. Companies Are Using Foreign Trade Zones and Bonded Warehouses to Dodge Tariffs and Preserve Cash Flow

With trade tensions escalating and tariffs fluctuating, businesses are turning to U.S.-sanctioned FTZs and bonded warehouses as financial safe havens to manage costs and delay duty payments.

Albanese Visits China as Trade Resets and Security Frictions Shape Future of Australia–China Relations

With a six-day tour across three major Chinese cities, Prime Minister Anthony Albanese aims to balance economic cooperation with strategic caution as trade ties rebound and military tensions linger.

Trump Imposes Sweeping 30% Tariffs on EU and Mexico, Starting August 1

Move signals aggressive return to protectionist trade policy as U.S. allies brace for economic impact and prepare countermeasures.

Global Leaders Push Back as Trump Threatens 30% Tariffs on EU and Mexico

European leaders stress unity and diplomacy while warning of tough countermeasures if U.S. tariffs take effect August 1.

A $1,980 Side Table From Mexico Came With a Shocking $1,170 Tariff Bill

As Trump’s new tariffs take effect, unsuspecting U.S. consumers like Dave Yeske are getting hit with steep import fees — turning everyday purchases into costly lessons.

China’s Export Boom Surpasses Expectations in June as Import Growth Returns

With a looming tariff deadline in August, Chinese exporters accelerate shipments, while imports post their first year-on-year rise in 2025 — signaling a possible rebound in domestic demand.

Trump’s Expanding Tariff Threats Overshadow Macron’s Royal UK Visit

As France’s President enjoys regal hospitality in Britain, global focus shifts to looming U.S. tariffs that may reshape EU trade and unsettle global markets.

Trump’s 50% Tariff on Brazil Could Spike Coffee Prices Across the U.S.

With Brazil supplying a third of America’s coffee, new trade duties could worsen inflation and drive up your daily caffeine fix.

Trump’s 50% Tariff on Brazil Sparks Legal Firestorm as Emergency Powers Face Scrutiny

New tariffs tied to Bolsonaro’s prosecution stretch Trump’s authority under IEEPA, triggering backlash from lawmakers and legal experts amid an ongoing court battle.

Trump Slaps 35% Tariff on Canadian Goods Starting Aug. 1, Warns of Harsher Penalties if Ottawa Strikes Back

New trade tensions erupt as Trump links fentanyl and digital tax disputes to sweeping tariff hikes, escalating pressure on one of America’s closest trading partners.

Brazil Vows Retaliation After Trump Imposes 50% Tariff on Imports, Citing Bolsonaro Prosecution and Trade Disputes

President Lula da Silva invokes new reciprocity law as Brazil pushes back against U.S. tariffs seen as politically motivated; Brazilian currency drops 2% amid rising trade tensions.

Trump Confirms 50% Tariff on Copper Imports Starting August 1 Amid National Security Concerns

With copper deemed vital to U.S. defense and tech industries, the tariff could spike domestic prices and widen global market gaps as Washington aims to revive local production.

Trump’s New Tariffs Threaten Deeper Economic Slowdown in Japan and South Korea

As growth falters and trade tensions rise, fresh U.S. tariffs could deepen economic woes for two of Asia’s biggest export-driven economies.

Markets Slide as Trump Unveils Surprise Tariffs on Japan, South Korea and Others

U.S. stocks drop sharply after new tariffs rattle investor confidence; global markets brace for more policy volatility ahead of the extended August 1 deadline.

Trump Extends Tariff Deadline Again, Keeping Global Trade Talks in Limbo

The anticipated July 9 tariff deadline turned out to be yet another delay, as President Trump extends negotiations with over 60 countries and ramps up pressure with surprise announcements and executive actions.

Trump’s New Tariff Letters Spark Headlines But Echo Old Policies

Despite bold language and sharp numbers, Trump's latest tariff warnings to global leaders largely repeat past threats, leaving markets jittery but analysts unconvinced of real change.

Bessent: Tariffs Set to Snap Back to April Levels by August 1 for Countries Without New Trade Agreements

Trump administration prepares formal warnings to trading partners as 90-day tariff pause nears expiration; major deal announcements expected soon

Trump Warns of 10% Tariff Hike on Nations Supporting BRICS’ “Anti-American” Agenda

As BRICS leaders meet in Brazil to challenge U.S. global influence, Trump issues tariff ultimatum amid growing global trade tensions

U.S. Reverses Chip Software Export Ban to China, Signaling Easing of Tech Tensions

Siemens, Synopsys, and Cadence resume business with Chinese clients as Washington softens curbs amid improving trade relations with Beijing.

America’s Race Against Time: Losing the Rare Earth War to China

As China tightens its grip on global critical minerals, U.S. efforts remain fragmented and far behind

Canada Halts Digital Services Tax After Trump Cuts Off Trade Talks

Ottawa reverses course on controversial 3% tech tax amid mounting U.S. pressure and trade negotiation fallout

UK Car Exports Gain Tariff Relief in New U.S. Trade Deal, but Steel Negotiations Still Ongoing

Britain secures a critical win for its auto industry under a new U.S. tariff structure, while talks continue on easing duties for steel and aluminum exports

McCormick Strategizes Around Tariff Risks to Agricultural Sourcing

With 90% of U.S. products made domestically but ingredients sourced globally, McCormick sharpens focus on mitigating tariff impact while maintaining strong consumer demand

China Quietly Defies U.S. Sanctions to Remain Iran’s Top Oil Buyer — And That’s Unlikely to Change

Through transshipment tactics, yuan payments, and a sprawling shadow network, China continues to import millions of barrels of Iranian crude despite U.S. pressure and intensifying sanctions

U.S. and China Finalize Trade Implementation Deal, Paving Way for Eased Tech and Export Controls

Breakthrough agreement clarifies key provisions of the Geneva framework, with China approving export licenses and the U.S. lifting select restrictions amid renewed economic cooperation

Europe Must Assert Global Leadership as U.S. Relations Grow Strained, Warns Former Italian PM

Matteo Renzi urges the EU to "wake up" amid growing trade tensions, security concerns, and diminishing influence in international diplomacy under Trump's leadership.

China’s Premier Warns Against Politicizing Global Trade Amid Rising Tensions

At the World Economic Forum in Tianjin, Premier Li Qiang urges global leaders to preserve economic cooperation and avoid turning trade into a tool for political or security leverage.

Shipping Companies Divert From Strait of Hormuz as U.S. Strikes Escalate Tensions with Iran

Following U.S. attacks on Iranian nuclear facilities, global shipping giants reduce transit through one of the world’s most critical energy chokepoints amid growing fears of military retaliation and energy market disruption.

Japan’s Rare Earth Strategy Offers a Blueprint for the West as China Tightens Its Grip

Long before China’s latest export restrictions, Japan quietly built a more resilient supply chain for critical minerals. Can Western nations follow its lead?

Middle East Shipping Insurance Costs Soar Amid Escalating Israel-Iran Conflict

Rising war risk premiums in the Red Sea and Persian Gulf add pressure on global shipping routes, oil markets, and supply chains as regional tensions intensify.

Tariff Engineering Resurges as Companies Get Creative to Slash Soaring Import Duties

From lapel pins to SUVs, global manufacturers are redesigning products to fit favorable tariff codes, leveraging century-old legal loopholes to navigate mounting U.S. trade barriers

US-EU Trade Talks on the Brink as Key Disputes Threaten Deal Before Tariffs Return

With a $1.93 trillion partnership hanging in the balance, unresolved conflicts over tech regulation, taxation and negotiation philosophy stall critical trade agreement

The UK’s Secret Formula: How Britain Became Trump’s Favorite Trade Ally

Despite stark political differences, the UK has secured unprecedented favor with President Trump — blending cultural ties, strategic diplomacy, and trade pragmatism into a winning formula.

Taiwan Bans Huawei and SMIC in Major Trade Shift — Echoes U.S. Crackdown on Chinese Tech

Amid rising cross-strait tensions and global tech rivalry, Taiwan adds over 600 Chinese firms — including Huawei and SMIC — to its high-risk entity list, signaling deeper alignment with U.S. export controls.

Europe Courts Southeast Asia — But Can’t Rival U.S. or China’s Dominance

As geopolitical tensions rise in the Indo-Pacific, the EU seeks stronger economic and strategic ties with Southeast Asia — but decades of lagging trade and distance make it hard to compete with the U.S. and China.

China’s Exports to the U.S. Suffer Steepest Drop Since 2020 — Plunge Over 34% in May

Trade tensions bite as rare earth controls, tariffs and sluggish U.S. demand fuel sharp decline; Southeast Asia, EU, and Africa emerge as stronger markets for Chinese exports.

China and U.S. to Resume Critical Trade Talks in London Amid Global Tensions

Senior trade officials from both nations meet in the UK to restart economic negotiations after months of tariff wars, tech restrictions, and geopolitical strain.

Japan Reports Progress in Tariff Negotiations with U.S. Amid Rising Trade Pressures

With G7 summit approaching, Japan seeks urgent resolution to avoid steep tariff hikes on key exports.

Trump Confirms High-Stakes U.S.-China Trade Talks in London Amid Escalating Economic Tensions

Top U.S. officials set to meet Chinese delegates Monday to resume critical negotiations as both nations navigate the fallout of a prolonged trade war.

Global Markets Brace for a New ‘China Shock’ as Manufacturing Surplus Sparks Trade Turmoil

While cheap Chinese exports raise alarms for local industries, they may also ease inflation pressures worldwide—offering a bittersweet reprieve for struggling economies.

Rachel Steinberg

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August 3, 2025