Most Ukrainians now back negotiated peace
Support for “fighting until victory” has fallen from over 70% in 2022 to just 24% in 2025 (and who can blame them?). Meanwhile, 69% now want Ukraine to negotiate an end to the war as soon as possible. A dramatic shift in public sentiment over three years. Source: Gallup thru Mario Nawfal on X
India has overtaken China as the top smartphone supplier to the US, shipping 44% in the second quarter of 2025 - up from 13% a year earlier.
Geopolitical tensions and uncertainty of Trump's tariffs pushed giants like Apple and Samsung to shift production. Source: @timesofindia
UBS Ukraine Reconstruction Index hit a fresh ATH on Trump peace push.
Top gainers in the index include: Ferrexpo (+20%), Raiffeisen Bank (+12%), Wienerberger (+9.5%), CRH (+7%). Source: HolgerZ, Bloomberg
The trade-weighted tariff on swiss exports to the us is close to 20% - not 39%.
Indeed, as discussed in this article by NZZ, medicines and most gold imports are currently exempt from Trump's tariffs. Therefore, the 39% punitive tariff is likely to affect less than half of all Swiss goods exports to the United States. On a trade-weighted basis, the tariff rate for Switzerland would thus be around 20%. The main victims would be watch manufacturers and other companies in the mechanical engineering, electrical and metal industries. Link to the article: https://lnkd.in/esu_XvFM
The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.
“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order. “Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.
Trump: 100% tariff on chips, semiconductors. Exempt from tariff if made commitment to build in US.
However, companies like hashtag#Nvidia ( $NVDA ) and hashtag#Apple ( $AAPL ), which have already invested heavily in U.S. manufacturing, are exempt from the new policy... Source: CNBC
If you put a punitive tariff of 25% on India for importing Russian oil, you have to do the same for China, which is an even bigger buyer.
That means China tariffs go from 50% to 75% (and 20% in Jan. '25). Will it be applied on China as well??? Source: Robin Brooks
With Trump's new Tariffs on Swiss watches, it will now be cheaper to fly to Hong Kong and buy a watch.
Source: Drew @aKellyBrand on X
