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Trump’s 200% Tariff on European Alcohol: How It Could Reshape Markets & Portfolio Strategies

March 13, 2025

Trump’s 200% Tariff on European Alcohol: How It Could Reshape Markets & Portfolio Strategies A new trade war battleground is emerging, and this time, it’s hitting European wines, champagnes, and spirits—a $40 billion industry with deep ties to the hospitality sector. In a major escalation of trade tensions, President Donald Trump has threatened a 200% tariff on European alcoholic beverages, following the European Union’s 50% retaliatory tariff on American whiskey set to take effect … Read more…

US recession risks dominate inflation concerns, push Treasury yield forecasts lower: Reuters poll

March 11, 2025

By Sarupya Ganguly BENGALURU (Reuters) – U.S. Treasury yields will remain range-bound over coming months as mounting concerns of an economic downturn dominate tariff-linked inflation fears, pushing bond strategists in a Reuters poll to broadly revise their yield forecasts lower from last month. Recent weakness in macro data coupled with President Donald Trump’s comment that sweeping tariffs could cause Americans some “short-term” pain has raised recession risks in the world’s largest economy and sent the … Read more…

US job openings rise, layoffs low before Trump policy shifts

March 11, 2025

By Lucia Mutikani WASHINGTON (Reuters) -U.S. job openings increased in January, but demand for labor is likely to soften in the months ahead amid concerns that uncertainty over import tariffs and aggressive government spending cuts could cause a sharp slowdown in economic activity. For now, the labor market is holding steady, with the Job Openings and Labor Turnover Survey, or JOLTS report, from the Labor Department on Tuesday showing layoffs declining for a fourth straight … Read more…

Uber terminates Foodpanda Taiwan acquisition, to pay about $250 million termination fee

March 11, 2025

(Reuters) -Uber has decided to terminate its agreement to acquire Delivery Hero’s Foodpanda business in Taiwan and will pay a termination fee of around $250 million, the food delivery company said on Tuesday. Uber said in an emailed statement that it would not appeal the decision of the Taiwan Fair Trade Commission. Taiwan had in February blocked Uber’s $950 million purchase of Delivery Hero’s Foodpanda business on the island because of concerns it would be … Read more…

US-Canada trade war heats up as Trump doubles tariffs on metals imports

March 11, 2025

By Jeff Mason, David Ljunggren and Doina Chiacu WASHINGTON/OTTAWA (Reuters) – President Donald Trump on Tuesday ramped up a burgeoning trade war with Canada, vowing to double tariffs set to take effect within hours on all imported steel and aluminum products from America’s northern neighbor to 50%, although he later said he would likely lower them after Canadian officials agreed to talks. Trump’s latest salvo, which sent financial markets reeling and rekindled fears of inflation, … Read more…

BlackRock CEO Fink says nationalistic US policies to stoke inflation

March 10, 2025

By David French and Marianna Parraga HOUSTON (Reuters) -BlackRock CEO Larry Fink said on Monday that inflation in the United States will be elevated by nationalistic policies, including the deportation of workers. The head of the U.S. investment management company, speaking at the CERAWeek conference in Houston, added that markets are discounting inflation and there will be further cost increases over the next six to nine months. “I think if we all are becoming a … Read more…

Delta Airlines cuts first-quarter forecast on economic uncertainty

March 10, 2025

By Rajesh Kumar Singh CHICAGO (Reuters) -Delta Air Lines on Monday slashed its profit estimates for the current quarter through March, citing increased macroeconomic uncertainty. The Atlanta-based company said it now expects a profit in the range of 30 cents-50 cents a share, compared with 70 cents and $1 a share estimated in January. Analysts on average expected the company to report a quarterly profit of 86 cents per share, according to data compiled by … Read more…

Trump to sign executive order on disaster relief on Monday

March 10, 2025

WASHINGTON (Reuters) -U.S. President Donald Trump plans to sign an executive order on Monday designed to empower state and local governments and citizens to handle disaster preparations and relief, a White House official said. The order is in keeping with Trump’s drive to place more responsibility for disaster response to states and away from the Federal Emergency Management Agency. The White House official, describing the contents of the order, said it delivers on Trump’s commitment … Read more…

Oracle expects 15% revenue growth next fiscal year on strong AI cloud demand

March 10, 2025

(Reuters) – Oracle CEO Safra Catz said that the company’s large sales backlog will help drive 15% growth in its revenue next fiscal year, surpassing analysts’ current estimates as it expands its artificial intelligence cloud services. Analysts expect revenue growth for its fiscal 2026 to be 12.6%, according to data compiled by LSEG. Shares of the Austin, Texas-based company rose 2% in extended trading. Oracle, which has been a latecomer to a cloud market dominated … Read more…

NY Fed: Worry over outlook increases amid stable inflation expectations

March 10, 2025

By Michael S. Derby (Reuters) -Americans grew more worried about the economic outlook in February even as their expectations of the future path of inflation were little changed, a report on Monday from the Federal Reserve Bank of New York said. According to the bank’s latest Survey of Consumer Expectations, inflation a year from now is seen at 3.1%, up a hair from January’s 3% reading, while the projected level of inflation three and five … Read more…