EU Planning Counter Measures if No Deal The European Union and the US are moving towards an agreement on tariffs, with a proposed 15% tariff on imports as a baseline. The EU is prepared to accept this level for various…
Strategic Trade Deal between the US and Japan On July 22, the United States and Japan announced a trade deal after several months of negotiations. The agreement marked a significant diplomatic achievement for Japan, addressing major U.S. demands on investment…
Trump is Increasing the Pressure on Putin to Negotiate On July 14, 2025, US President Donald Trump announced the resumption of Patriot air-defense missile supplies to Ukraine, but with a twist: these weapons would be purchased by European allies, not…
Tariff Windfall Due to Weak Position of US Trade Partners America's trading partners have largely refrained from retaliating against President Donald Trump's sweeping tariffs, allowing the US to raise nearly $50 billion in extra customs revenues with minimal reciprocal impact…
ASEAN: Caught betweeen US and China Six ASEAN countries — Indonesia, Thailand, Malaysia, Cambodia, Laos, and Myanmar — face steep U.S. tariffs starting August 1 due to accusations of goods being transshipped from China to evade tariffs. Vietnam secured a…
Fiscal and Geopolitical Implications of Big Beautiful Bill The "One Big Beautiful Bill" (BBB), a Republican tax-and-spending plan passed in early July 2025, is a complex and fiscally irresponsible legislation (unsustainable budget deficits of 6.7% of GDP) that extends deficit-financed…
Vietnam Trade Agreement: Model for Future Deals The U.S. and Vietnam reached a trade deal reducing tariffs on Vietnamese imports from 46% to 20%, with Vietnam agreeing to impose a 40% duty on goods transshipped from other countries, mainly targeting…
Oil Market and the Deflation of the Geopolitical Risk Premium This Goldman Sachs prediction was a worst case scanario. The closure of the Strait of Hormuz would have a strategic mistake by Iran. For three reasons, it needs the money…
A Weakened Iran Strategically Accepts a Ceasefire President Trump thanked Iran for giving "early notice" of its missile attack on Al-Udeid Air Base in Qatar, calling the Iranian retaliation "very weak" and expressing a desire to avoid war with Iran…
Increased Probability of US Strike on Iranian Fordow Nuclear Site President Trump declared "total control of skies" over Iran and called for Iran's "unconditional surrender" amid growing signs the U.S. might join Israel's bombing campaign against Iran's nuclear facilities. The…
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