🇮🇳🤝🇨🇳 India & China to Negotiate Border Trade Agreement After 5 Years 🔹 Rising Trade Tensions with the US Brings the Two Countries Closer 🔹 Trade with Locally Produced Goods May Restart at Shared Border Points 🔹 Advanced Talks to Restart Direct Flights 🔹 Step Responds to Trump's 50% Tariff Raise on India #India #China #Trade #Economy #Geopolitics

⛽️ I interpret the 90-day postponement of high tariffs as throwing another quarter tank of gas into the markets. I hope an agreement is found during this time, and we experience another catalyst. As long as Trump is around, these things are normal. The important thing is to always stay in the game.🏌🏻‍♂️

As the rally in technology stocks boosts market sentiment, investors continue to assess the impact of Trump's new tariffs. 🔹 S&P 500 futures: +0.3% 🔹 Nasdaq 100 futures: +0.3% 🔹 Dow futures: +0.2% 📊 Bond Market 10Y return: 4.26% (flat) 2Y return: +1bp ➡ 3.75% 📌 Thursday Summary S&P 500: -0.08% (Eli Lilly earnings pressured) Nasdaq: +0.35% 🆙 Mag-7: +0.40% 📈 (All-time high) 💬 Deutsche Bank – Jim Reid: “Trump’s chip tax exemptions and the easing of Russia-Ukraine tensions have tempered optimism. Tariffs have taken effect, but the market reaction has been weak.” 📰 Other Developments Trump tariffs officially began last night Fed Governor Waller is emerging as a candidate for chairman after Powell Today's data agenda is quiet; St. Louis Fed President Musalem will speak #SP500 #Nasdaq #DowJones #TrumpTariffs #BondMarket #Fed #Markets

$AAPL Apple and $NVDA Nvidia will be exempt from tariffs thanks to their US investments! 🇺🇸💰 Donald Trump announced that he will impose new tariffs of up to 100% on chips and semiconductors to encourage domestic production. However, he stated that companies that have invested heavily in the US, such as Apple and Nvidia, will not be affected by these tariffs. This development coincides with decisions by tech giants to increase their investments in the US. Apple's announcement of an additional $100 billion investment is one of the most concrete examples of this decision. #Trump #Apple #Nvidia #Tariff #Economy

📢 TRUMP'S FIRM MESSAGE TO THE CHIP INDUSTRY: 💥 "We will impose 100% tariffs on all chips!" 💥 Massive tariffs are coming on semiconductors coming from outside the US. 🇺🇸 However, there will be no extra cost for companies investing in the US. ➡️ Washington appears determined to bring production domestically. #Trump #Chip #Semiconductor #Trade #US #TechWar

📉 German Factory Orders Drop Unexpectedly in June 🔹 June 2025: -1.0% (Expected: +1.0%) ❌ 🔹 May (revised): -0.8% 🔹 Second consecutive month of decline! 📉 Main reason: – Sharp decline of -23.1% in aircraft, ship, train, and military vehicle orders ✈️🚢🚆 – Demand also weakened for automotive and metal products 🚗🔧 🔌 Electrical equipment orders increased ✅ 📊 3-month average (Q2): +3.1% – Orders brought forward ahead of global tariff hikes and the trade recovery in the Eurozone supported 🌍📦 #Germany #DAX #EWG #Economy #IndustrialOrders #EURUSD #RecessionRisk

According to analyst Ming-Chi Kuo, US President Donald Trump's alleged $300 billion investment in Taiwan Semiconductor Manufacturing Company (TSMC) is paving the way for upcoming semiconductor tariffs. 📈 According to Kuo, this claim is part of Trump's negotiating tactic. Noting that the officially announced investment is $165 billion, Kuo believes Trump aims to start negotiations with this high figure and then offer a discount. #TSMC #TSM #DonaldTrump #Semiconductor #US #Economy #TariffWar #Investment

Trump's New Tariff Move: 250% Tax on Medicines Possible 🔹 Tariffs planned for the chip and pharmaceutical sectors 🔹 Taxes on medicine imports could be raised from 150% to 250% 🟣 Pressure on global supply chains could increase.

Bitcoin broke it's ATH and is about to do it again but the uncertainty is still high. This pump is caused by institutions, countries and big corporations. Retail is scared of the constant wars and tariffs. Once this settles, we could see the biggest bull market ever.