... company's revenue came from Chinese clients. Following a downturn in the smartphone market, Qualcomm reported a recovery: in the first half of 2024, sales of chips to Chinese OEM brands increased by 40%. However, any escalation in the trade war (e.g., new tariffs) poses a threat to these sales and could impact Qualcomm’s profits and those of other component suppliers. Boeing (BA). Aerospace manufacturer Boeing is also significantly dependent on the Chinese market. Until recently, China was the largest ...

... dipped slightly (to -19 points from -18 in June), reflecting continuing household caution. A key theme in Europe remains international trade relations. In light of new challenges in global trade, an increasing number of companies mention the impact of tariffs and barriers in their reports. The focus is on negotiations between the USA and the European Union. President Donald Trump's administration has intensified its rhetoric concerning import tariffs; however, by August 1, positive shifts are emerging: ...

The German auto industry, including such giants as Mercedes, BMW and Volkswagen, is under threat of a serious crisis. Trade tariffs, falling demand in Europe and strong competition in China have led to significant financial losses and raised concerns among investors. In this article, we analyze the challenges facing German automakers, possible scenarios for their development ...

... by a balance between positive factors and mitigating risks. Demand and Trade Agreements. Market participants are encouraged by progress in U.S. trade negotiations. Recently, Washington concluded a major agreement with the European Union, avoiding a tariff war: instead of threatening a 30% duty, a mutual base rate of 15% has been established, and the EU has committed to increasing investments in the U.S. as well as purchasing American energy. Earlier deals were reached with Japan and several other ...

... partners. Washington has already secured an agreement with Japan and is close to deals with the European Union. India expressed confidence in reaching an agreement with the U.S. before August 1 — the date for the planned introduction of new American tariffs. These moves alleviate concerns about a slowdown in the global economy and support global oil demand. The summer vacation and travel season also contribute to increased gasoline and jet fuel consumption in the U.S. and China. Major producers forecast ...