Tariff Headwinds Manageable as AI and Earnings Drive Gains

Published on July 30, 2025

The U.S. economy is still proving resilient despite global tensions and trade barriers. The news of a 15% EU deal is very encouraging, and there were few other restrictions in the preliminary agreement.

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Why the Recent Trade Deals are Important

July 30, 2025
With the August 1 trade deadline fast approaching, America’s trading partners are racing to finalize agreements in hopes of securing more favorable terms before the higher tariffs announced by President Trump take effect.

Hot and Sour

July 30, 2025
Constant threats are souring U.S. relations with its trading partners. Stop-gap deals of the kind agreed recently will not mark the end of the trade war, as the pacts leave high tariffs in place.