MTU powers ahead with strong growth amid clarity on tariff impact
By Tom Batchelor Jul 24, 2025, © Leeham News: German engine manufacturer MTU has posted a 40% rise in operating profit for the first half of 2025 amid what outgoing CEO Lars Wagner called “robust growth” across both... Read MoreThe post MTU powers ahead with strong growth amid clarity on tariff impa
这是Beigie Awards,我们每年八次致敬有关经济故事的艺术和科学。最近的米色书籍表明,美国人正在寻找花费更少的钱的方法……包括假期。 On today's show, we find out what Benjamin Franklin and Jersey Beach goers have in common.Related episodes:How many times can you say uncertainty in one economic report?Trump's cuts come for food banksThe secret tariff-free zoneF
Stocks And Euro Surge, Gold Tumbles On Report US, EU Close In On 15% Tariff Deal
Stocks And Euro Surge, Gold Tumbles On Report US, EU Close In On 15% Tariff DealJust a few minutes before 12pm ET, stocks shot up as if stung, with the Euro joining along for the move higher while gold and silver tumbled, on an FT report that fresh off signing a landmark trade deal with Japan, Trump
Tom Hayes and Carlo Palombo have convictions for rigging benchmark interest rates quashed by Supreme CourtFull story: City trader Tom Hayes’s conviction for Libor rigging is overturnedThe US-Japan trade deal has helped to ease investor fears that tariffs are about to snap back higher on 1 August, re
Embraer says tariffs could raise jet price by $9mn
Embraer (EMB, São José dos Campos U.E. Stumpf International) forecasts that potential tariffs the US government imposes on Brazil could generate an additional cost of around USD9 million per exported aircraft to this country, chief executive Francisco Gomes Neto told reporters.Potential impacts coul
Your tinned fish obsession is helping resurrect a lost industry
从前,各州都有一个蓬勃发展的罐装鱼市场。就像许多美国制造业一样,丢失了。 But sardines are having a moment right now and that may help a growing effort to resurrect this lost industry.Related episodes:Why do shrimpers like tariffs (Apple / Spotify) When a staple becomes a luxury (Apple / Spotify) We're gonna need a bigger boat-building
EJ Antoni on the No Tariff Pass Through Thesis
X:N.B。的Heritage首席经济学家EJ Antoni:这是与国内同行相比,这是未通过B/C进口价格获得关税的间接指标;这是替代效应和外国生产者试图通过相对降低价格来保留市场份额的结果:·7月17日进口[…]
▼研究人员的眼睛☆背景是改变对金融部门气候变化反应的意识的背景以及建立倡议 - 金融机构中脱碳的趋势 - 基于“ SDG疲劳”的气氛,真正的可持续性 - 日本,欧洲之间的空白,美国和欧洲之间的空白,这是“搜索数据”的更多信息。 2025) - Even with high prices, consumption for fun such as travel, leisure, and digital is strong ☆Privacy rights on the Internet - Deleting posts and compensation for damages -----▼Basi
▼基础研究所报告 *我们已经精心挑选了2024年发布的报告(一些新出版物已发布)。 Nissei基础研究所报告2025(第69卷)-----▼研究人员的眼睛☆低收入妻子会继续提供收入补偿或鼓励他们重建生活吗? - 考虑到常规饮食会议修订的“年收入障碍”和“幸存者的养老金” - ☆由于全球股票增加,流入会减慢吗? - Investors Trading Trends in Japanese Stock Market: An Analysis for June 2025 ☆Trends in sales by investment division (June 2025) - Foreign i
Adobe Digital Price Index Torpedoes Democrats' Inflationary Tariff Storm Propaganda
Adobe数字价格指数Torpedo会在周二的消费者价格指数(CPI)印刷品(CPI)印刷之前的通货膨胀关税暴风雨宣传(这可以确定9月份的税率价格是否在6月份的数字通货膨胀率之一中出现在9月份的降价中,这表明在6月份的缩水显示出来,没有任何指示,而没有任何指示。这与左派企业媒体和密歇根情绪调查所推动的通货膨胀启示的叙述相去甚远。 Adobe数字价格指数(Adobe Analytics(Adobe Analytics)具有能力的通货膨胀计,该通货膨胀量表跟踪在线价格,类似于CPI,但专注于数字商务 - 6月份的年度为-2.09%。诸如服装(-7.68%),电子产品(-2.66%)和杂货(-2.
WTI Slides After Biggest Crude Build Since January
WTI滑梯在最大的原油建设后降低了,因为美国原油库存大幅增长的迹象破坏了阿拉伯联合酋长国和沙特阿拉伯关于紧迫的市场状况的评论。 That would be the largest increase since January if confirmed by government data due later on Wednesday.The expected inventory gain threw some cold water on UAE Energy Minister Suhail Al Mazrouei’s comments that a lack of major inventor
US tariff delay deepens trade uncertainty, warns top UN economist
A leading UN trade official warned on Tuesday that the United States’ decision to delay the end of a tariff suspension by a few weeks risks prolonging global uncertainty and undermining long-term investments and commercial contracts.Read the full story, “US tariff delay deepens trade uncertainty, wa
投資部門別売買動向(25年6月)~海外投資家は買い越し、個人は売り越し~
Nikkei股票的平均平均数量连续第三个月份在2025年6月。一开始,Nikkei的平均股票在低37,000日元范围内继续挣扎,以及美国和中国之间贸易摩擦的重新点燃,使中东地区的局势恶化,美国总统特朗普对Triff对Tariff Hikes的评论。在一年中,由于围绕美联储货币政策的地缘政治风险和意图,此举来回来回。但是,在本月底,美国高级美联储官员的评论支持以色列与伊朗之间的停火协议,并降低了早期税率,美国科技股也有所上升,并购买了日本股票。特别是,购买了与半导体相关的股票,对Nikkei平均水平有很高的贡献,Nikkei的平均水平在26日超过39,500日元,第二天,第二天,它在五个月内首次
▼研究人员的眼睛☆J REIT市场在2025年上半年增长了7.6%。供求的改善将鼓励崛起 - 通过记录销售利润来增强回报的努力继续持续,您会拥有房屋或租金吗?”从法律角度考虑住房(1) - 购买房主意味着获得所有权----▼每周经济学人信☆银行日本坦克人(6月调查) - 到目前为止,特朗普的负面影响是有限的,但它并未直接与早期息息息息息差异 - ----------------- food delivery conflict - Social insurance coverage is a trump card for drivers ----▼Basic Research Institut
US Transpo Secretary supports zero tariffs on aerospace, but change isn’t assured
Subscription Required By Scott Hamilton July 7, 2025, © Leeham News: US Transportation Secretary Sean Duffy wants to return to aerospace’s zero-tariff agreement, dating to 1979, but cautioned that doing so requires a larger trade agreement between party... Read MoreThe post US Transpo Secretary supp
'It's all fake': Trump aide says the quiet part out loud about this 'theatrical' policy
4月,唐纳德·特朗普总统承诺在推出所谓的“解放日”关税后的90天内,在90天内达成了90笔交易。但是,即使特朗普迄今仅获得了一项协议(与英国的暂定框架)在下周关闭了90天的窗口,但他没有表现出任何关注的迹象。一个未命名的白宫助手最近向Politico坦言,特朗普认为国际贸易更多地认为国际贸易是游戏技巧,而不是认真的尝试签署并签署了具体的政策。助手暗示,特朗普认为关税是对贸易伙伴的杠杆作用的一种手段,并且他认为他的关税政策是“总统任期中最有趣的部分”。“我发现他很难相信他会轻易地投降。这是假的。这是假的。没有截止日期,”助手说。 "It’s a self-imposed landmark in
'Went on hold': Powell blames Trump for high interest rates
美联储主席杰罗姆·鲍威尔(Jerome Powell)在周二论坛上说,如果不是总统唐纳德·特朗普(Donald Trump)宣布极端关税的话,美联储可能会降低利率。Mediaite发布了一次采访的链接,这是CNBC在葡萄牙经济论坛上对鲍威尔(CNBC)对鲍威尔(Powell)讲话的报道。 Powell was among a small panel discussing the world economy when he was asked directly if the Fed had been considering lowering interest rates prior to T
今天,特朗普总统发表了一份纽约市敦促鲍威尔主席降低利率。下面的图像由科纳·森(Conor Sen)提供,显示了全球中央银行的利率。特朗普先生写道:杰罗姆,你和往常一样,“为时已晚”。您已经花了很多钱 - 并继续这样做 - 您应该将费用降低很多!损失了数百十亿美元!没有通货膨胀。特朗普还写道,“应该在这里”,并参考了0.25%至1.75%的利率。当前美联储的资金利率在4.25%至4.5%之间。美联储主席鲍威尔(Powell)可能对当前“适度”限制的利率可能是正确的,但是我们现在可能是中立的。首先,有一定的通货膨胀。目前的PCE通货膨胀率在5月份为2.7%,高于4月的2.5%。在过去的3个月中