TRUMP TARIFF EXPLAINED
Rubio to visit France on first post-midterm foreign trip to face questions on Trump policies
US Secretary of State Marco Rubio will attend the G7 foreign ministers meeting in France this weekend. This trip follows significant Republican losses in the midterm elections, raising questions about Trump's international policies. Rubio is expected to address various global issues, including the Iran and Russia-Ukraine conflicts. The meeting aims to cover topics like energy security and support for Ukraine amidst ongoing challenges.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
Why did market rally today? Sensex zooms 2,009 pts, Nifty ends above 24,500. Trump’s setback, 6 other factors behind Rs 8 lakh cr gains
Why market is up today: On Thursday, the Indian stock market saw a notable rally as Sensex and Nifty both surged up to 3%. Easing oil prices contributed positively to the market's momentum, leading to a recovery this week. Major companies like IndiGo and Maruti Suzuki led the gains among their peers on Sensex.
US Midterms mandate 2026: Republican fortunes go south as another war flips the script
Trump's Iran war, tariffs and economic policies have fuelled voter discontent, helping Democrats make sweeping gains in the 2026 US midterms, including in Republican strongholds Texas and Kansas. The results raise questions about Trump's political influence, the future of MAGA and the Republican Party's prospects as it looks towards 2028.
US midterm elections today: Can Trump’s pain be Dalal Street’s gain? Analysts estimate impact in 3 possible scenarios
The United States will hold crucial midterm elections that could significantly alter the balance of power in Congress. Analysts are focusing on potential scenarios that could emerge based on whether the Democrats or Republicans hold the majority. These outcomes may impact critical issues such as tariffs, immigration, foreign relations, and even oil prices.
US midterm elections set to begin: Can Trump’s likely defeat sparkle Sensex, Nifty? Here’s what analysts say
The November 3 US midterm elections could reshape control of Congress, with analysts anticipating potential Republican losses. A divided government may heighten market volatility, although historical annualised returns remain largely unaffected. For Indian investors, the key concerns are the dollar, US bond yields, crude oil prices and foreign fund flows amid an already challenging market environment.
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India's FTAs to open new export opportunities as country eyes $1 trillion milestone: IIFT VC
India's trade deficit is likely to persist as long as the country remains dependent on oil imports, although rising exports of value-added petroleum products are helping narrow the gap, K. Rangarajan, Vice-Chancellor of the Indian Institute of Foreign Trade (IIFT), said on Friday.
US Midterms 2026: Are educated Republican districts going extinct?
Republican Mike Lawler’s New York House seat has become a test of whether GOP incumbents can survive in affluent, highly educated suburban districts where Donald Trump is unpopular. Democrat Cait Conley is trying to nationalise the race around tariffs, healthcare and the Iran war, while Lawler is stressing his local record and occasional breaks with Trump as Republicans face pressure among college-educated voters.
The war bump is a false victory for S&P 500 profits
The commentary argues that strong S&P 500 earnings growth is narrowly concentrated in AI-linked companies and sectors benefiting from the Iran war, including energy, defence and materials. It warns that higher fuel prices, inflation and borrowing costs could weaken consumer demand, while heavy dependence on the AI boom leaves the market vulnerable if investment returns disappoint.
Research: Navigating the Business Risks of Changing Pro-America Sentiment
U.S. firms increasingly operate in a marketplace where “Made in USA” is no longer a neutral provenance claim but a charged political signal. A new study analyzing 5,355 companies over twenty years found that pro-America marketing has increasingly shifted from pride-based patriotism to grievance-fueled, us‑versus‑them nationalism. While this can create upsides—new customers, loyalty, pricing power—it also exposes companies to narrative capture, boycotts, and legal scrutiny. To avoid risk, companies must examine their exposure along two axes: domestic embeddedness and symbolic intensity. Leaders must align operations and symbolism, set clear guardrails, and proactively manage meaning drift before others define their loyalties.
US sanctions have India cornered. BRICS charts an escape route
US sanctions have significant implications on international trade, especially concerning countries like India. As BRICS countries explore alternative payment systems, the renminbi could become an attractive option. This change might reduce reliance on the US dollar and offer nations more strategic autonomy. The recent discussions emphasize the importance of cross-border interoperability and local-currency settlements among BRICS members. These developments highlight a potential shift in global economic power dynamics.
US very close to finalising trade deal with India, says Marco Rubio
US Secretary of State Marco Rubio said on Monday that Washington is close to finalising a trade deal with India. He said the US considers various factors, including ongoing trade negotiations, while making decisions on national security waivers related to Russian oil and gas sanctions.
Zelenskyy hints at potential meeting with Putin in US during G20 summit as Trump waives Russian Oil tariffs
Ukrainian President Volodymyr Zelenskyy announced potential trilateral talks involving Russia during the upcoming G20 Summit. He expressed willingness to participate in negotiations in any format and location. Zelenskyy called for increased pressure on Moscow rather than on Kyiv in these discussions. Additionally, he expressed disappointment about US President Donald Trump's recent decisions related to sanctions on Russia.
Trump puts Russia sanctions bill on hold, cites US national interest; retains power to reinstate measures
US President Donald Trump has waived the application of certain sanctions, restrictions and duties on Russia under the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026, according to an executive order issued on Saturday. The order outlines a waiver of specified measures provided for under the legislation.
'Getting paid by Putin': Democrats criticise Trump's waiver of sanctions under Lindsey Graham Act
US lawmakers and critics have condemned President Donald Trump’s decision to waive key Russia sanctions and tariff provisions under the Lindsey Graham Act, accusing him of siding with Vladimir Putin and betraying Ukraine. The move comes amid a Russian diesel supply deal, rising US fuel prices and India’s concerns over potential tariffs.
Pump price before politics: Is Trump's Russian diesel purchase a necessary compromise or blatant hypocrisy?
Recent actions by Donald Trump to secure Russian diesel imports highlight the complexities of US energy policy, balancing domestic fuel prices against geopolitical strategies. Despite urging allies not to buy Russian oil, the US continues to navigate a delicate landscape where affordable fuel remains a political priority ahead of the midterm elections.
As Russia turns to Asia, India a ‘natural option’ for Moscow beyond China, says EAM Jaishankar
India's External Affairs Minister S. Jaishankar emphasized the importance of maintaining strong ties with Russia. He noted that Russia's relationship with Europe has significantly deteriorated since the Ukraine conflict began. Jaishankar mentioned ongoing negotiations for a trade agreement between India and the US are nearing completion. The article outlines the EU's increased sanctions against Russia concerning its military actions in Ukraine.
India awaits how Trump will route diesel buy from Russia
India is carefully studying Trump's announcement and its implications for the country's energy purchases from Moscow, sources added. While Trump's phone call with Prime Minister Narendra Modi on September 30 was described as good, the Trump administration has not taken a conclusive decision yet on any waiver under the Russia and Iran Sanctions Act (SRIA).
India has the hair, China has the wigs: Inside a $940 million trade
Indian hair has emerged as a sought-after commodity on the international stage, prized for its vibrant hues and high quality. Yet, the country is encountering significant challenges due to the smuggling of raw hair to China, creating a shortage. The market for processed hair, essential for wigs and extensions, remains limited in India.
Will EU press the ‘kill switch’ on China? Trade war looms over talks
EU officials are raising alarms over the escalating trade deficits with China, exceeding one billion euros on a daily basis. The spike in Chinese hybrid-car exports underscores possible gaps in EU tariff policies. Although talks are underway, China shows little willingness to engage in voluntary export restrictions for select products. EU leaders are now considering a 'kill switch' mechanism.
Meet Ken Paxton, a ‘true MAGA Warrior’ secretly blaming Trump’s Iran war and gas prices for ‘dragging’ on his campaign in Texas
Ken Paxton, the Texas Republican Senate candidate, raised alarms about his campaign's hurdles stemming from escalating fuel costs. He pointed to the war in Iran and surging diesel prices as key factors straining voters' finances. With affordability becoming a primary concern, Paxton, endorsed by Donald Trump, hopes to clinch the Texas US Senate seat, drawing from his experience as former Attorney General and a commitment to traditional values.
AI drives global goods trade facing Trump tariffs, war headwinds
Global goods trade is projected to grow significantly this year, driven primarily by demand for artificial intelligence products. Despite tariffs and geopolitical tensions, merchandise trade growth is expected to reach 4.6% this year. The DHL-Stern report indicates a positive outlook, as many economies adapt to a changing trade landscape.
India and US trade deal still has a few stubborn cards to play: Fitch unit
Negotiations between India and the US have encountered significant sticking points affecting market access and agriculture. US Trade Representative Jamieson Greer noted the identification of all key issues during talks. Finance Minister Nirmala Sitharaman mentioned that negotiations have reached a plateau with limited opportunities for further concessions. India is advocating for more preferential access for its exports. Meanwhile, Washington seeks increased access to the Indian market, especially in agricultural sectors.
Trump says he has done a 'bad job' explaining his economic record
Donald Trump admitted to a crowd that he has not effectively communicated his economic achievements to the public. He blamed worsening approval ratings on high gasoline prices and public dissatisfaction with his economic management. Trump argues that the country is performing well despite these challenges, including increased consumer pessimism. His upcoming campaign tour is aimed at reversing unfavorable polling before the November elections.
US and China release reciprocal $30 billion product lists for tariff cuts after Trump-Xi meeting
The United States and China have released lists of products for tariff reductions to boost bilateral trade. The agreement includes around 1,619 U.S. goods and 77 categories of Chinese products. These changes may enhance market access for U.S. businesses and lower consumer prices in the U.S. Economic experts suggest the impact may be limited given the overall trade volumes. Analysts predict continued recovery in U.S.
There wasn’t much to Xi: A red carpet, a fragile truce and the search for US-China stability
During Xi Jinping's state visit to Washington, leaders announced modest tariff cuts and a new dialogue on AI safety. The ongoing US-Iran war significantly affects the strategic relationship between the two powers. A report highlights the US's dependence on Chinese rare earths for military needs amid supply challenges. Strategic stability efforts were explored but ultimately did not yield significant progress toward a lasting agreement.
India left more exposed to Trump's 100% oil threat as China gets tariff breather
India could find itself more exposed to US tariff pressure over Russian oil after Washington and Beijing extended their Busan trade truce until January 10, 2027, according to GTRI. The think tank's founder Ajay Srivastava argues that China's tariff breathing room leaves New Delhi facing greater risk from Trump's new powers to impose tariffs of up to 100% on major buyers of Russian energy.
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