Daily Management Review
Economics

Trump Says 25% Tariffs on Indian Exports form August 1: Implications for Trade Talks and Bilateral Relations

President Donald Trump’s surprise announcement on Truth Social that the United States will levy a 25 percent tariff on all Indian imports beginning August 1 has sent shockwaves through both governments’ trade teams. The move comes just as negotiators in Washington and New Delhi had been working...

U.S. Economy Rebounds on Trade Policy Swings and Net Exports

U.S. gross domestic product surged at a 3.0 percent annualized rate in the April–June period, snapping the economy out of a 0.5 percent contraction in the first quarter. The headline jump surprised many forecasters, but much of the gain came from a volatile reversal in imports rather than a...

US and Chinese Delegations Meet in Stockholm This Week to Extend 90 Day Tariff Truce via Rolling Rollover to Calm Trade Tensions

U.S. and Chinese negotiators reconvened in Stockholm this week with an eye toward not only renewing the existing tariff moratorium but also expanding the framework and timeline of discussions. After mid-May’s agreement to pause new duties for 90 days, both sides are weighing extensions that could...

ECB to Embed Climate Risk into Bank Lending Framework to Foster Green Finance

The European Central Bank (ECB) will overhaul its collateral rules in the second half of 2026 to introduce a formal “climate factor” when lending to banks, marking a landmark step in aligning monetary policy tools with the bloc’s environmental objectives. By adjusting the valuation of assets used...

US, China Prepare Fresh Negotiations to Extend Tariff Truce

Top economic officials from the United States and China are set to reconvene in Stockholm this week, aiming to secure another 90-day extension of their temporary tariff ceasefire. With an August 12 deadline looming, both sides hope to avoid the abrupt reinstatement of duties that could upend global...

Transatlantic Accord Unlocks New Era of Trade Cooperation

European Union and United States officials unveiled a comprehensive trade framework aimed at deepening economic ties and eliminating the threat of escalating tariffs. Under the agreement, most industrial and consumer goods will now face a uniform 15 percent import duty, significantly lower than the...

Trump Champions a Weaker Dollar to Supercharge U.S. Growth

U.S. President Donald Trump has renewed his long‑standing critique of the dollar’s strength, arguing that while a robust greenback may look impressive on financial statement printouts, a more modest valuation ultimately delivers greater economic benefits. Speaking at the White House before...

Investors Weigh Benefits of Imminent U.S.-EU Trade Pact as Deadline Nears

As the self‑imposed August 1 deadline looms, global investors are sharpening their focus on the prospect of a landmark trade agreement between the United States and the European Union. With both sides eager to avert a steep escalation in tariffs that would ripple through supply chains and financial...

Dynamic Shift Spurs Rally in Europe’s Small‑Cap Stocks

Europe’s smaller companies have surged to the forefront of investor portfolios, driven by their domestic focus, favorable valuation trends, and anticipated policy support. As trade tensions and currency volatility persist, funds are rotating away from large multinationals toward nimble domestic...

Japan and U.S. Align Returns on $550 Billion Investment Package to Reflect Contribution Levels

Tokyo and Washington have unveiled a profit‑sharing arrangement under their recently finalised $550 billion investment framework, stipulating that returns will be allocated in proportion to each side’s financial and risk contributions. The deal, struck alongside reciprocal tariff cuts on autos and...
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