AMERICAS FRIDAYS

GEOPOLITICAL RISK+GLOBAL MARKETS

US-AMERICAS | GEOPOLITICAL RISK

Trump’s easy campaign promises run into the difficulties of reality -The Washington Post

Trump proposes $100 billion more in tariffs on China President Donald Trump said on Thursday he had instructed U.S. trade officials to consider $100 billion in additional tariffs on China, again ratcheting up tensions with Beijing. -Reuters

What China’s tariffs mean for the U.S. The war of tit-for-tat tariffs between the United States and China escalated further on Wednesday when Beijing unveiled a list of U.S. exports worth about $50 billion that it plans to target with a new set of duties. -Politico

OXBOW IN THE NEWS Here’s what the Trump-China trade negotiations could mean for Alaska’s gas pipeline -ADNews

Kudlow tries to tame Trump’s trade war The new White House economic adviser, a proponent of free trade, spent his third day on the job calming markets amid the president's economic escalation with China. -Politico

Two American Power Centers Are About to Clash The most interesting intellectual conversations right now are going on in San Francisco and Washington. What happens as tech dreams collide with government realities? -BloombergView

Trump administration to impose fresh sanctions against Russia -The Washington Post

Mexican president rebukes Trump over border threats Mexican President Enrique Peña Nieto delivered his most direct public rebuke of President Trump on Thursday afternoon, in a national address that characterized Mexico as willing to cooperate with the United States but not at the expense of its sovereignty or dignity. -The Washington Post

Judge Orders Brazil’s Ex-President ‘Lula’ to Begin Prison Term on Friday -NYT

US-AMERICAS | MARKETS IMPACT+OPPORTUNITY

GLOBAL BUSINESS

China’s tariffs test the political patience of farm country Soybean growers are particularly vulnerable to a small drop in exports. -Politico

Twitter claims more progress on squeezing terrorist content -Tech Crunch

Trump Is Right. It Is the Amazon Washington Post. If Amazon didn’t exist, it’s unlikely the Washington Post would exist in its current form. -Politico

Trump taking 'serious look' at policy options on Amazon U.S. President Donald Trump said on Thursday he would take a serious look at policies to address what he says are the unfair business advantages of online retailer Amazon.com Inc -Reuters

Facebook fined $33 million for failing to aid Brazil graft probe A Brazilian judge has ordered that Facebook Inc (FB.O) pay 111.7 million reais ($33.4 million) for failing to cooperate with a corruption investigation, federal prosecutors said on Thursday, prompting Facebook to say it was exploring “all legal options.” -Reuters

GLOBAL MACRO

China’s Running Out of U.S. Imports to Target Attempting to match Trump’s latest $100 billion tariff proposal will require China to get creative -Bloomberg

Oil moves lower on Trump's latest China trade threats -Reuters

“Any meaningful change to the perception regarding future trade issues will most likely trump the potential effects of short-term variations to oil fundamentals.” WWWHHAT?

Eni, Qatar Hold Talks for Deal on Giant Mexico Field The deal would mark the first Mexico farm-out, a joint venture in which help in developing an oil area is exchanged for a stake, by companies other than Petroleos Mexicanos since the country opened its oil industry to competition in 2013, ending three-quarters of a century of state monopoly over exploration and production. -Bloomberg