... England's interest rate draws particular attention from analysts: it is anticipated to remain at its current level, which may indicate a cautious approach from the regulator regarding future monetary policy. At the same time, the impact of American tariffs on goods from China will heighten volatility in financial markets. Furthermore, reports from giants such as Siemens and Toyota may reveal both the state of their business and prospects under the prevailing economic realities. Overview of Key ...

... 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: ...

... and mitigating risks: Demand and Trade Policy. Market participants are closely monitoring the global external trade situation. The U.S. has secured key trade agreements with the European Union, Japan, and several other partners, avoiding a full-scale tariff war and supporting confidence in demand resilience. However, from August 1, Washington has introduced new tariffs on imports from several countries (including India and Canada) that did not conclude agreements, adding uncertainty. Nevertheless,...

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 ...