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GEOPOLITICAL RISK + GLOBAL MARKETS

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GLOBAL RISK

Trump on Trumponomics: nationalism plus flexibility In an interview, the president sets out the economic ideas that will help him make America great again -The Economist

U.S., China reach deals on access for beef, financial services The countries have agreed that China will allow U.S. imports of beef by no later than July 16. -Reuters

By that same deadline, the United States said it would issue a proposed rule to allow Chinese cooked poultry to enter U.S. markets, Ross told reporters at a briefing.

Beijing also agreed to issue guidelines by then to allow U.S.-owned card payment services "to begin the licensing process" in a sector where China's UnionPay system has had a near monopoly. Foreign-owned firms in China will also be able to provide credit rating services.

U.S. RISK

Trump signs long-delayed executive order on cybersecurity The executive order places greater responsibility for federal cybersecurity with the military -Tech Crunch

 “Civil society organizations in the United States have fought hard against the militarization of the domestic internet”

All the President’s Guests The unauthorized White House visitor logs Who has the president’s ear? Who’s hitting the links with the commander in chief? And who’s on the outside looking in? The official White House visitor logs keep a record of who sees the president and his staff — but they don’t tell the whole story. -Politico

How Trump’s N.S.A. Came to End a Disputed Type of Surveillance -NYT

John McCain: Why We Must Support Human Rights Word had reached the gulag that the leader of the most powerful nation on earth had spoken in defense of their right to self-determination. America, personified by its president, gave them hope, and hope is a powerful defense against oppression -NYT

China complains to U.S. over lawmakers visit to Dalai Lama -Reuters

U.S. Senate confirms Trump trade representative ahead of NAFTA talks -Reuters

$500,000.00 AND A DREAM>> Senate Judiciary Chairman Chuck Grassley (R-Iowa) urged the head of the Homeland Security Department to affirm that no one would receive preferential treatment from the EB-5 investor visa program -Politico

An Update on the Volume of Open Internet Comments Submitted to the FCC -FCC

ADD YOUR TWO CENTS>> Make a difference. Submit your comments and let your voice be heard. -Regulations.gov

U.S.-AMERICAS || GLOBAL MARKETS IMPACT +

OPPORTUNITY

GLOBAL BUSINESS

Is the Gig Economy Working? Many liberals have embraced the sharing economy. But can they survive it? -The New Yorker

Federal probe into Uber now includes operations in Austin A U.S. Department of Justice criminal investigation into Uber’s operations now includes how the company operated in Austin. -Statesman

GE's Immelt bets big on digital factories, shareholders are wary $4 billion in the last six years to transform GE's jet engines, power plants and other large industrial products into smart machines that are connected to computer networks. -Reuters

Taiwan's Foxconn to begin construction on U.S. plant in second half of 2017 – source Taiwan's Foxconn, the world's largest contract electronics manufacturer and major Apple Inc (AAPL.O) supplier, will begin construction on a U.S. plant in the second half of this year, a person familiar with the matter told Reuters on Wednesday. -Reuters

GLOBAL MACRO

RICARDO, DO NOT GO GENTLE INTO THAT GOOD NIGHT>> In Trump's shadow, Fed official says trade barriers a 'dead end' Trade protectionism is a "dead end" that may score political points but will ultimately hurt the U.S. economy -Reuters

That’s Right: Saudis Control Largest U.S. Refinery Saudi Aramco now owns the largest U.S. refinery and controls Shell gasoline sales in many Southern states. -Barron’s