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2025-08-01 • US imposes tariffs; global trade order shaken.
Evening Analysis – The Gist The White House’s overnight decree slapping a baseline 10 % tariff—and surcharges up to 41 %—on goods from 68 nations jolts the post-war trading order. Global equities fell 1–4 %, and economists now peg the U.S. effective tariff rate at 18 %, triple the 2017 level. …
Read More2025-08-01 • Trump’s tariffs: systemic shift, markets unfazed, risks persist.
Morning Intelligence – The Gist Washington’s newest tariff salvo—up to 41 % on imports from 68 nations and the EU—signals that President Trump’s trade doctrine has shifted from tactical leverage to systemic rewiring. The duties cover almost $3 trillion in annual trade and lift average U.S. tar…
Read More2025-07-31 • Nations urge Palestine recognition; UK, Canada set deadlines.
Evening Analysis – The Gist Good evening, Fifteen western nations—from Australia and Canada to France and Finland—issued a joint New York declaration within the last 24 hours urging world capitals to recognise a sovereign Palestine, while Canada and the UK separately set September deadlines to…
Read More2025-07-31 • US tariffs on Brazil spark trade tensions; risk global spiral.
Morning Intelligence – The Gist The United States has detonated a fresh fault-line in global commerce: President Trump’s overnight order slaps a 50 % tariff on most Brazilian goods and blacklists the Supreme Court judge trying Jair Bolsonaro, branding the case a “witch-hunt.” Aircraft, energy …
Read More2025-07-30 • 90-day tariff pause; uncertainty looms.
Evening Analysis – The Gist Washington and Beijing emerged from Stockholm with a pledge, not a peace: a 90-day extension of their tariff cease-fire that leaves U.S. levies stuck at 30 % and China’s at 10 %. Treasury chief Scott Bessent called the talks “very constructive,” yet the final word r…
Read More2025-07-30 • UK to recognize Palestine unless Israel meets conditions
Morning Intelligence – The Gist Britain has just crossed a diplomatic Rubicon: Prime Minister Keir Starmer told a hastily reconvened Cabinet that the UK will recognise a Palestinian state at September’s UN General Assembly unless Israel agrees to a cease-fire, lifts aid blockades and halts Wes…
Read More2025-07-29 • IMF raises 2025 growth to 3%, warns on tariffs.
Evening Analysis – The Gist The IMF has inched its 2025 growth call up to 3 % (from 2.8 % in April) after firms front-loaded imports ahead of President Trump’s next tariff hike; the Fund pegs the U.S. “effective” duty rate at 17.3 %, versus 2.5 % in January. Inflation is still seen at 4.2 [&he…
Read More2025-07-29 • US vetoes Taiwan transit to prioritize China trade
Morning Intelligence – The Gist Washington’s quiet veto of President Lai Ching-te’s New York “transit” signals more than diplomatic housekeeping; it spotlights a White House now willing to trade symbolic support for Taiwan to keep fragile tariff talks with Beijing alive. The decision reverses …
Read More2025-07-28 • Tariff deal cuts EU levies; energy buys, investmen
Evening Analysis – The Gist Washington and Brussels have defused a tariff time-bomb—agreeing to a 15 % levy on most EU exports rather than the 30 % President Trump threatened. In return, the bloc pledges an extra $750 billion in U.S. energy purchases and $600 billion in new investment, safegua…
Read More2025-07-28 • Washington-Beijing talks aim to extend tariff truce
Morning Intelligence – The Gist Washington and Beijing return to the table today in Stockholm, where Treasury Secretary Scott Bessent and Vice-Premier He Lifeng are expected to prolong the 90-day tariff truce that kept average U.S. levies at 30 % and China’s at 10 %. The talks seek a glide-pat…
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