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Post in thread 'Trading - The Congress Critter Way'

Relate and interesting.

The Insiders: When Markets Become the House Game: The defining features of this presidency are cruelty and chaos — but chaos with a purpose. Share prices plunge following tariff threats, only to rally when he backs down. The White House attempts to bar Harvard from enrolling international students, then gets blocked by the courts. Trump calls for Fed Chairman Jerome Powell to be fired, then insists days later he has “no intention” of terminating him. Even if most of his promises go unfulfilled, the long-term damage will be severe. (Prof Galloway)
 

Trump wants to bring manufacturing jobs back. The aviation industry can’t hire fast enough​

  • President Donald Trump has long touted the importance of manufacturing jobs in America.
  • But the U.S. aviation industry is facing a wave of retirements for aircraft technicians and other skilled aviation workers.
  • Airlines and aerospace companies are trying to get more younger people interested in the field.
LAFAYETTE, Ind. — President Donald Trump has said he wants to bolster manufacturing jobs and other technical employment in the United States. But in the aviation industry, finding skilled workers to make airplanes and engines — and maintaining those jobs for years to come — has been a struggle.

The average age of a certified aircraft mechanic in the U.S. is 54, and 40% of them are over the age of 60, according to a joint 2024 report from the Aviation Technician Education Council and consulting firm Oliver Wyman, which cites Federal Aviation Administration data. The U.S. will be short 25,000 aircraft technicians by 2028, according to the report.

“A lot of them were hired on in the ’80s and early ’90s. You just start doing some math and you start saying at some point they’re going to retire,” said American Airlines Chief Operating Officer David Seymour, who oversees the carrier’s more than 6,000 daily flights.

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Types of Scrap Yard Customers Explained [Which One Are You?]​

Jun 8, 2025

Check Scrap Prices: https://iScrapApp.com/ - In this video, Tom breaks down the most common types of customers who visit scrap yards like Rockaway Recycling. From hobbyist walk-ins and homeowners to industrial scrappers and demolition contractors—discover where you fit in the scrapping world!
Read more: https://iscrapapp.com/blog/types-of-s...

Types of Scrap Yard Customers Explained [Which One Are You?]

Channel: https://www.youtube.com/@iScrapApp/featured
 

One entrepreneur’s supply-chain odyssey shows just how difficult it is to quit China​

Michael Einhorn wanted to quit China. He really did. He supports the Trump agenda that champions fewer regulations, a lower tax burden for businesses, and elimination of environmental mandates that inflate energy prices. He founded Dealmed on a shoestring in 2006; today it’s one of the two biggest privately owned, non-private-equity-held manufacturers and distributors of medical supplies in the New York–New Jersey–Connecticut tristate market. And he largely buys Trump’s argument that China is cheating on trade. So when the POTUS announced his “Liberation Day” tariffs of 135%, Einhorn figured there must be some decent alternatives to source the 10,000 products including masks, gauze, testing equipment, and gowns that he sells to clinics and health care facilities all over the U.S.

And this wouldn’t even be the first time Einhorn had weaned his company off China. During COVID, when Trump’s first set of tariffs had made importing more costly, Einhorn had pieced together a patchwork of suppliers that had squeezed the Chinese share of his company’s imports down to 15%. How hard could it be to repeat that strategy again?

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https://www.msn.com/en-us/money/mar...is-to-quit-china/ar-AA1GiIll?ocid=socialshare
 
Reuters

Take Five: It's TACO time​

(Reuters) -Uncertainty from Washington's tariff tactics remains rife, but investors realise that whatever U.S. President Donald Trump threatens doesn't tend to last long before he delays or backs down, meaning recent volatility has ebbed.

This tendency to U-turn, dubbed the TACO trade - "Trump Always Chickens Out" - has caught on but it's also given investors something to bank on so they can focus on upcoming reads on inflation and trade.

Here's a look at what's coming up for world markets from Kevin Buckland in Tokyo, Naomi Rovnick and Amanda Cooper in London and Alden Bentley in New York.

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https://www.msn.com/en-us/money/markets/take-five-its-taco-time/ar-AA1GllaB?ocid=socialshare
 

US stocks edge toward records with inflation data, policy progress in focus​

By Lewis Krauskopf

NEW YORK (Reuters) -The U.S. stock rebound has driven key indexes to the cusp of record levels, with fresh economic data and trade and fiscal policy developments set to test whether equities will get an extra push higher in the near term.

A monthly U.S. inflation report headlines the events for markets in the coming week.

Equities have bounced back from a steep fall in April, sparked by concerns about the economic fallout from President Donald Trump's tariff plans. Stocks ended the week on a high note, with the S&P 500 closing on Friday above 6,000 for the first time since late February, buoyed by a monthly U.S. jobs report that calmed worries about the economy.

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https://www.msn.com/en-us/money/mar...rogress-in-focus/ar-AA1Gja0y?ocid=socialshare
 

Wall Street Breakfast Podcast: Qualcomm To Acquire Alphawave For $2.4B​

Summary​

  • Qualcomm acquires Alphawave for $2.4B to strengthen its AI chip technology, leveraging Alphawave's SerDes expertise for high-speed data transfer.
  • L'Oréal secures a majority stake in Medik8, expanding its skincare portfolio with a focus on vitamin A-based anti-aging products and omni-channel growth.
  • Metaplanet plans a $5.4B share offering to amass 210,000 Bitcoin by 2027, positioning itself as a hedge against Japan’s economic headwinds.
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From August 2024

The Top Companies Behind the Rare Earth Industry

Rare earth metals are critical to many green energy technologies, including the development of electric vehicles. And for decades, China has played a dominant role in mining, processing and producing them at scale. Beijing has also begun restricting access to them, for trade and diplomatic...
wirescreen.ai
 

‘He’s like Iron Man’: Jensen Huang lit up London Tech Week — and we were in the room​

  • Nvidia CEO Jensen Huang received the rockstar treatment at London Tech Week on Monday as he kicked off a big European tour.
  • Floods of people queued up to get into the Olympia auditorium to hear from Huang, who spoke alongside British Prime Minister Keir Starmer.
  • There weren’t any multi-billion dollar investments touted at the event — but the biggest win for Starmer and the U.K. by far was Huang’s lavish praise for the country.
LONDON — Wherever Nvidia CEO Jensen Huang goes, excitement follows — this time, all the way to London Tech Week.

The Nvidia boss — whom Wedbush analyst Daniel Ives dubs the “godfather of AI” — is more like a rockstar these days, given his wide-spanning effect on the AI industry.

“The amount of infrastructure required for AI wouldn’t be possible without that man,” one attendee at London Tech Week said.

“He’s like Iron Man,” the attendee added, referencing the popular Marvel superhero who is a tech billionaire inventor under the name of Tony Stark.

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Congress Passes Maritime Security and Cargo Preference Bills to Bolster U.S. Ports and Fleet

The U.S. House of Representatives today passed a package of nine transportation-related bills, including several aimed at enhancing maritime supply chain security, reinforcing the U.S. flag fleet, and cracking down...
gcaptain.com

South Korea’s Hanwha Cleared to Boost Control of U.S. Navy Shipbuilder Austal

Hanwha Group has received clearance from the Committee on Foreign Investment in the United States (CFIUS) to increase its shareholding in Australian shipbuilder Austal Limited up to 100%, marking a...
gcaptain.com
 

CNBC Daily Open: If U.S.-China talks go well, analysts think the S&P 500 could hit new high​

  • U.S. President Donald Trump’s top trade officials met Chinese counterparts in London on Monday.
  • U.S. stocks edged up Monday, while Europe’s Stoxx 600 index dipped 0.07%.
  • Apple held its Worldwide Developers Conference keynote on Monday, where it announced a redesign to its iOS system called “Liquid Glass.”
  • “The U.K. is in a Goldilocks circumstance,” Nvidia CEO Jensen Huang said Monday.
  • Several events in the days ahead could push the S&P 500 to a new high, according to the JPMorgan trading desk.
Trade negotiators from the U.S. and China have met in London, and talks are expected to continue Tuesday, a source familiar with the situation told CNBC’s Megan Casella.

At the top of the agenda for America appears to be a relaxation of China’s rare earths export curbs, according to a CNBC interview with U.S. National Economic Council Director Kevin Hassett. If China’s actions late last week — when it seemingly gave Western automakers concessions regarding those minerals — are any indication, Beijing could be willing to accede to the U.S. request.

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Exclusive-Hyundai Motor has a rare earths stockpile that can last about a year, source says​

By Heekyong Yang

SEOUL (Reuters) -Hyundai Motor has a rare earths stockpile that can last about a year and it does not expect any near-term impact from global supply chain disruptions caused by China's export curbs, said a person who attended a company investor call.

China's decision in April to restrict exports of a wide range of rare earths and related magnets has tripped up the supply chains central to automakers, aerospace manufacturers, semiconductor companies and military contractors around the world.

More:

https://www.msn.com/en-us/autos/new...year-source-says/ar-AA1Gpntr?ocid=socialshare
 

Stocks, dollar gain as investors look for US-China trade talk progress​

By Johann M Cherian and Amanda Cooper

SINGAPORE/LONDON (Reuters) -Global stocks and the dollar edged higher on Tuesday as trade talks between the United States and China were set to extend to a second day, giving investors some reason to believe tensions between the world's two largest economies may be easing.

U.S. President Donald Trump put a positive spin on the talks after Monday's session.

Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer were set to meet again in London on Tuesday with their Chinese counterparts.

Any progress in the negotiations is likely to provide relief to markets given that Trump's often-shifting tariff announcements and swings in Sino-U.S. ties have undermined the two economies, disrupted supply chains and threaten to hobble global growth.

More:

https://www.msn.com/en-us/money/mar...de-talk-progress/ar-AA1GqbLd?ocid=socialshare
 

GM to invest $4 billion in U.S. manufacturing plants amid tariffs​

  • GM plans to invest $4 billion in several American plants, including adding production of two popular Chevrolet vehicles that are currently built in Mexico.
  • The Detroit automaker announced the plans Tuesday, as there have been few indications of progress in trade talks between the Trump administration and Mexican leaders.
  • The investment and moves will likely be hailed as a win for Trump’s policies and automotive tariffs, which took effect for imported vehicles in April and many auto parts in May.
DETROIT — General Motors plans to invest $4 billion in three American assembly plants, including moving or increasing production of two Mexican-produced vehicles to U.S. plants.

The Detroit automaker announced the plans Tuesday, as there have been few indications of progress in trade talks between the Trump administration and Mexican leaders. Earlier this year, President Donald Trump implemented 25% tariffs on imported vehicles and 25% tariffs on many auto parts imported into the U.S.

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China, U.S. officials reach agreement for allowing rare-earth, tech trade. Now it’s up to Trump and Xi​

  • The U.S. and China have reached consensus on trade, representatives from both sides said after high-level talks in London.
  • The negotiators will now seek approval on the framework from the U.S. and Chinese presidents, before implementing it.
  • The talks follow a breakthrough trade agreement reached in mid-May that paused new tariffs for 90 days.
The U.S. and China have reached an agreement on trade, representatives from both sides said after a second day of high-level talks in London, with the deal now awaiting a nod from the leaders of the two countries.

“We have reached a framework to implement the Geneva consensus and the call between the two presidents,” U.S. Commerce Secretary Howard Lutnick told reporters.

That echoed comments to reporters from Li Chenggang, China’s international trade representative and a vice minister at China’s Commerce Ministry.

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