Briefing

Donald Trump’s renewed promises to restore American manufacturing sound grand on the campaign trail, but they rest on hollow ground. The rhetoric of tariffs, subsidies, and "America First" plays well politically, yet it collides with the hard realities of economics, corporate strategy, and global supply chains. Manufacturing is not simply a matter of patriotic willpower or … [Read more...] about Why Trump’s Posturing Won’t Bring Manufacturing Back to America

Donald Trump’s latest declaration amounts to nothing less than a deliberate war on renewable energy. By framing clean energy development as an enemy of his administration, he has made it clear that this is not simply a debate over subsidies or fiscal responsibility, but an ideologically driven assault on a sector critical to America’s long-term competitiveness and energy … [Read more...] about Trump’s War on Renewable Energy Is Petty Politics Masquerading as Policy

What was Nvidia thinking? By agreeing to the 15% profit-sharing scheme demanded by Washington, the company shackled itself to an arrangement that reeked from the very beginning. It wasn’t a partnership, it was a tollbooth—an artificial surcharge imposed by Trump’s White House to flaunt control over America’s crown jewels in semiconductors. The H20 chip, a stripped-down … [Read more...] about Nvidia’s H20 Debacle: A Stinky Entanglement in Trump’s Semiconductor Games and Beijing Politics

President Donald Trump’s latest actions underscore a glaring double standard in the way he wields power over financial institutions and public officials. While news broke that he has personally purchased more than $100 million in government bonds since taking office, he simultaneously demanded the resignation of Federal Reserve Governor Lisa Cook after a Trump-appointed housing … [Read more...] about Trump’s Hypocrisy on Full Display in Bond Deals and Mortgage Probes

The newly announced U.S.–EU trade agreement is a landmark recalibration of transatlantic commerce, with direct consequences for equities across the American market. By codifying tariffs rather than escalating them, Washington and Brussels have injected stability into a policy landscape that had unsettled investors for months. Instead of a looming 30 percent tariff wall, the … [Read more...] about Transatlantic Trade Deal Lifts Uncertainty, Sets Stage for Sectoral Gains on Wall Street