🧮 𝗪𝗲𝗲𝗸𝗹𝘆 𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝗮𝗿𝘆 | 𝗘𝗮𝗰𝗵 𝗗𝗼𝗺𝗶𝗻𝗼 𝗔 𝗧𝗼𝘄𝗲𝗿
Trump just hit 🇪🇺EU & 🇲🇽Mexico with 30% tariffs—capping a 24+ nation campaign. But not all nations are struggling.
🇹🇼Taiwan: +33.7% YoY export surge, led by AI servers & chips. Leverages tech, not negotiations.
🇯🇵Japan: Faces 25% tariffs + 20yr bond yield highs. Squeezed between US demands & fiscal stress.
This week’s WEFC breaks it all down:
→ Trade pressure
→ Tech power plays
→ Policy strains
📎 Read the full report: https://t.ly/ik0wA
Trump just hit 🇪🇺EU & 🇲🇽Mexico with 30% tariffs—capping a 24+ nation campaign. But not all nations are struggling.
🇹🇼Taiwan: +33.7% YoY export surge, led by AI servers & chips. Leverages tech, not negotiations.
🇯🇵Japan: Faces 25% tariffs + 20yr bond yield highs. Squeezed between US demands & fiscal stress.
This week’s WEFC breaks it all down:
→ Trade pressure
→ Tech power plays
→ Policy strains
📎 Read the full report: https://t.ly/ik0wA
❤2
⚠️Market Alerts
CBOT - Soybeans Futures Price
995.0 (lowest since 2025-04-09)
China - Iron Ore Futures
767.5 (highest since 2025-04-02)
Japan - 10-Year Government Bond Yield
1.58 (highest since 2008-10-21)
USD/JPY
148.9 (highest since 2025-04-03)
Taiwan - TSEC Weighted Index
22835.94 (highest since 2025-03-06)
Taiwan - TAIEX Index - Electronics
1285.33 (highest since 2025-02-25)
China - Shanghai Shenzhen CSI 300 Index
4019.06 (highest since 2024-12-13)
Hong Kong - Hang Seng Index
24590.12 (highest since 2025-03-20)
South Korea - Korea Stock Exchange KOSPI Index
3215.28 (highest since 2021-08-12)
US - NASDAQ Composite
20677.8 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5718.61 (highest since 2024-07-17)
CBOT - Soybeans Futures Price
995.0 (lowest since 2025-04-09)
China - Iron Ore Futures
767.5 (highest since 2025-04-02)
Japan - 10-Year Government Bond Yield
1.58 (highest since 2008-10-21)
USD/JPY
148.9 (highest since 2025-04-03)
Taiwan - TSEC Weighted Index
22835.94 (highest since 2025-03-06)
Taiwan - TAIEX Index - Electronics
1285.33 (highest since 2025-02-25)
China - Shanghai Shenzhen CSI 300 Index
4019.06 (highest since 2024-12-13)
Hong Kong - Hang Seng Index
24590.12 (highest since 2025-03-20)
South Korea - Korea Stock Exchange KOSPI Index
3215.28 (highest since 2021-08-12)
US - NASDAQ Composite
20677.8 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5718.61 (highest since 2024-07-17)
❤1
📊 June CPI: Tariffs nudge core CPI to 2.91% YoY (vs. 2.77%), below 3% expected. Goods up 0.2% MoM, but car prices (-0.34% new, -0.67% used) soften the blow.
No inflation spiral—consumer shifts & exemptions keep it in check. Fed cut odds: 3% July, <60% Sept. We see 2 cuts in ‘25, starting Sept.
Trump’s tariffs drive investment, not chaos. Our WEFC report links it to Fed moves & sector wins:
🔗 https://t.ly/ik0wA
No inflation spiral—consumer shifts & exemptions keep it in check. Fed cut odds: 3% July, <60% Sept. We see 2 cuts in ‘25, starting Sept.
Trump’s tariffs drive investment, not chaos. Our WEFC report links it to Fed moves & sector wins:
🔗 https://t.ly/ik0wA
❤1
US - Gasoline Inventories (Weekly Change)
2025-07-11：3,399 K barrels (Previous：-2,658 K barrels)
Check Chart
2025-07-11：3,399 K barrels (Previous：-2,658 K barrels)
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US - Distillate Inventories (Weekly Change)
2025-07-11：4,173 K barrels (Previous：-825 K barrels)
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2025-07-11：4,173 K barrels (Previous：-825 K barrels)
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US - EIA Crude Oil Inventories (Weekly Change)
2025-07-11：-3,859 K barrels (Previous：7,070 K barrels)
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2025-07-11：-3,859 K barrels (Previous：7,070 K barrels)
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⚠️Market Alerts
China - Iron Ore Futures
783.5 (highest since 2025-04-02)
Taiwan - TSEC Weighted Index
23042.9 (highest since 2025-03-03)
Taiwan - TAIEX Index - Electronics
1300.91 (highest since 2025-02-24)
US - NASDAQ Composite
20730.49 (highest since 1971-02-05)
China - Iron Ore Futures
783.5 (highest since 2025-04-02)
Taiwan - TSEC Weighted Index
23042.9 (highest since 2025-03-03)
Taiwan - TAIEX Index - Electronics
1300.91 (highest since 2025-02-24)
US - NASDAQ Composite
20730.49 (highest since 1971-02-05)