Commodities, Business & Shipping (and Tariffs)

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searcher

Post in thread 'Gold at another new record high. Ho. Hum.'

Is Gold Still Worth Buying At $3300?​

Apr 17, 2025

As the price of gold jumped over $100 in one day to over $3300 an ounce, is it too late to buy gold now?
I will look at what caused the gold price to jump so much in one day and what is driving the long term price. Is now still a good time to buy gold or should you be selling it at these new gold highs?


13:19
 

S&P 500 and Nasdaq futures rise as traders try to recover from tech-led sell-off: Live updates​

S&P 500 and Nasdaq-100 futures were higher on Thursday, the last trading day of the week, as traders tried to claw back some of the steep losses suffered in the previous session.

Futures contracts tied to the broad market index were up 0.6%, while those linked to the tech-heavy Nasdaq-100 advanced nearly 1%. Dow Jones Industrial Average futures tumbled 281 points, or 0.7%, driven by a 19% decline in UnitedHealth following an earnings miss.

More:

 

Temporary tariff pause mitigates trade contraction, but strong downside risks persist​

www.wto.org

Temporary tariff pause mitigates trade contraction, but strong downside risks persist

• Under current conditions, the volume of world merchandise trade is likely to fall by 0.2% in 2025. The decline is expected to be particularly steep in North America, where exports are forecasted to drop by 12.6%.\n• However, severe downside risks exist, including the application of...
www.wto.org
 

The US Trade Representative Announces Revised Port Fees | What the Heck do they mean by Ton?​

Apr 18, 2025 #supplychain #china #shipbuilding
USTR Port Fees Announced

In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses revised port fees announced by the US Trade Representative following their Section 301 investigation into China's Targeting the Maritime, Logistics, and Shipbuilding Sectors for Dominance.


24:44

USTR Section 301 Action on China’s Targeting of the Maritime, Logistics, and Shipbuilding Sectors for Dominance
https://ustr.gov/about/policy-offices...

USTR Targets China’s Maritime Dominance With New Fee Structure and U.S.-Build Incentives https://gcaptain.com/ustr-targets-chi...

USTR’s New Maritime Fee Regime Sparks Industry Pushback https://gcaptain.com/ustrs-new-mariti...
 
Nothing to see, can listen in one tab, play around the forum in a different tab.

The Most Dangerous Trade in the World Is Unraveling – Bert Dohmen​

Apr 19, 2025 #Gold #BertDohmen #InterestRates

Global markets are flashing warning signs as credit spreads widen, gold hits new record highs, and political pressure mounts on central banks. With the European Central Bank cutting rates to 2.25% and Trump attacking Fed Chair Jerome Powell over rate policy, the battle between inflation, growth, and monetary control is intensifying.

In this Kitco News interview, Bert Dohmen, founder of Dohmen Capital and author of the Wellington Letter, joins Jeremy Szafron to dissect the critical forces reshaping today’s markets. From the hidden dangers of the basis trade to growing cracks in credit markets, Dohmen outlines why the system is under stress—and where smart money is moving next. He also explains why the Fed is “boxed in,” why gold miners remain undervalued despite gold’s surge to $3,370, and what capital flight signals about confidence in traditional safe havens like Treasuries.

The Most Dangerous Trade in the World Is Unraveling –​

 
www.freightwaves.com

Borderlands Mexico: Source Logistics eyes rising US demand for Hispanic brands

This week in Borderlands: Source Logistics eyes rising US demand for Hispanic brands; South Korean automotive supplier opens $160M facility in Mexico; Otay Mesa border crossing secures $150M federal grant; and CBP snags $14M in meth from tractor-trailer.
www.freightwaves.com www.freightwaves.com

www.freightwaves.com

AI for tariffs; world’s first autonomous road-to-rail solution; Mack layoffs | WHAT THE TRUCK?!?

https://youtu.be/k31cH9fHU00 On episode 828 of WHAT THE TRUCK?!? Dooner is celebrating Good Friday by talking with Gaia Dynamics co-founder and CEO Emil
www.freightwaves.com www.freightwaves.com
 

Dan Collins - Tariffs and a China/U.S. G2​

Apr 20, 2025 #gold #silver #wealthprotection

Dan Collins knows more about China than most. He was there when China was still new to the World Trade Organization, set up factories for U.S. companies such as General Motors, and saw jobs being shipped to China.
On the flip side, he saw China grow and was part of and witnessed what could be the greatest industrialization in history.
Knowing both countries very well, what's his view on tariffs and perhaps a possible China/U.S. G2?
Dan doesn't just talk it, he lived it. Come see what he has to say in an absolute eye-opener filled with nuggets of knowledge, wisdom, and understanding.
Disclaimer, information and views expressed in this video does not constitute financial advice by any party nor does it represent the view(s) of Silver Bullion Pte Ltd.


41:40

Detailed Timeline of Topics:
00:00 Introduction
02:14 The greatest industrialization in the history of the world
06:35 When China entered the World Trade Organization
11:27 U.S./China tariffs15:40 Supply chains
19:39 Sent jobs away for profits and tax avoidance
23:05 China’s economy is not only export driven
24:38 U.S. and China need to work together as a G2
29:22 Compete or co-exist30:54 Misunderstandings
34:33 Will we get peace
37:08 Being built for chaos
 

Secondhand stores are poised to benefit if US tariffs drive up new clothing costs​

NEW YORK (AP) — Stores selling secondhand clothes, shoes and accessories are poised to benefit from President Donald Trump'strade war even as businesses the world over race to avert potential damage, according to industry experts.

American styles carry international influence, but nearly all of the clothing sold domestically is made elsewhere. The Yale University Budget Lab last week estimated short-term consumer price increases of 65% for clothes and 87% for leather goods, noting U.S. tariffs "disproportionately affect” those goods.

More:

https://www.msn.com/en-us/money/com...S&cvid=0bb787dd8b204e138108b3dd260fb1c7&ei=40
 

Dow futures drop 300 points to start the week: Live updates​

Stock futures fell again on Monday following yet another negative trading week for Wall Street, as investors receive little signs of progress on global trade talks.

Futures tied to the Dow Jones Industrial Average tumbled 351 points, or 0.9%. S&P 500 futures pulled back 1%, while also Nasdaq-100 futures dropped 1.1%.

The moves come after each of the three major averages logged a third weekly decline in the last four trading weeks. While the S&P 500 closed out Thursday’s session higher, the broad market index still finished the holiday-shortened week 1.5% lower. The Dow Jones Industrial Average and Nasdaq Composite posted their third consecutive losing session, each finishing the week with a more than 2% pullback for the four-day period.

More:

 
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More rich Americans are opening Swiss bank accounts fearing U.S. risks​

  • Swiss banks say they have seen a surge of interest and business from high-net-worth Americans opening investment accounts in recent months.
  • Switzerland’s neutral politics, stable economy, strong currency and reliable legal system are all a draw for clients.
  • While opening a Swiss bank account decades ago may have carried a trace of illicit tax evasion, today it’s highly regulated and more widespread, complete with tax forms and reporting.
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.

A growing number of wealthy Americans are opening bank accounts in Switzerland as part of the “de-Americanization” of their portfolios, according to investors and banks.

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Global markets: Investors continue to flee the U.S. as analysts predict tariff-induced recession​

  • Investors continued to shy away from U.S. assets as they digested the ongoing potential fallout from President Trump’s tariff regime and China’s response to it, over the Easter weekend. The S&P 500 is down 10% year-to-date. Futures in the S&P were down more than 1% this morning.
Stock trading was thin over the Easter weekend as many global markets were closed for Good Friday and Easter Monday. But there was one obvious indicator of sentiment regarding the U.S. economy: The weakening dollar.

More:

https://www.msn.com/en-us/money/mar...S&cvid=532ed12c81af41459eb66d0119074ff3&ei=16
 

Ray Dalio fears ‘something worse than a recession.’ If anything his fears are understated​

In a recent interview on Meet the Press, financier Ray Dalio, warned of "something worse than a recession" if current financial, economic, and trade issues are not "handled well." Later in the interview, he warned that if current problems worsen, we could experience a "world order in which there is great conflict." I agree on both counts—with the caveat that this might be an understatement. Others have issued similar warnings.

For me, Dalio's comments triggered troubling thoughts on how the world would handle a future financial crisis. During my long career on the international stage—as economic advisor to Henry Kissinger in the National Security Council in the 1970s, vice chairman of Goldman Sachs (international) in the 1980s and 1990s, and then Undersecretary of State in charge of U.S. geo-economic relations in the early part of this century—I was at the epicenter of a number of such crises and of negotiations to help resolve them. The key to success in such efforts was not just the financial skills of the major players but also their willingness to engage in trustful collaboration.

More:

https://www.msn.com/en-us/money/mar...S&cvid=095408c933b146dea2f059e691dd2e35&ei=38
 
gcaptain.com

Massive Surge in Transpacific Blank Sailings Amid U.S.-China Trade Tensions

Container shipping lines have dramatically increased blank sailings on Transpacific routes in response to escalating trade tensions between the U.S. and China, according to a new report from Sea-Intelligence. The...
gcaptain.com gcaptain.com

maritime-executive.com

Carriers Respond to Tariff Uncertainty With "Extreme" Blanked Sailings

The Trump administration's steep tariffs on Chinese goods have prompted carriers to deeply slash sailings on Asia-U.S. routes, a sign of plummetin...
maritime-executive.com maritime-executive.com
 

Wall Street Breakfast Podcast: DoJ Targets Google's AI Edge In Search​

Summary​

  • The DoJ is pushing for measures to prevent Google from using AI to maintain its dominance in web search, potentially forcing it to sell Chrome.
  • Nio has delayed the European launch of its Firefly EV to Q3 2025 due to sales and service network challenges.
  • The FDA is suspending its milk quality testing program due to staffing reductions, impacting the oversight of Grade "A" raw milk and finished products.
More:

 
Salon

"Turning the presidency into performance art": Sanctions expert on what Trump confuses about tariffs​

With all its spectacle and chaos, Donald Trump’s shock and awe strategy is both domestic and global. Domestically, Trump and his agents are targeting the American government and the country’s democratic norms, institutions, the rule of law, civil society, the Constitution, overall well-being and sense of normalcy. Trump is ruling as the country’s first elected autocrat; he is quickly acquiring much more corrupt power over all aspects of American life. The Germans have a word for this: “Gleichschaltung.”

Internationally, Trump is embracing a type of militant nationalism whereby the United States is abandoning long-standing alliances and the rules-based international order. This pivot includes enacting a historic global tariff regime and a fundamental reassessment of free trade and globalization.

Donald Trump’s shock and awe campaign has been so effective, largely because he is a high-dominance leader. This is both a strength and a weakness.

More:

https://www.msn.com/en-us/money/mar...S&cvid=e4717b42aeac4c6cb31dc15ca4c05a8a&ei=17
 
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