AMERICAS WEDNESDAYS

GEOPOLITICAL RISK+GLOBAL MARKETS

US-AMERICAS | GEOPOLITICAL RISK

WORLD CUP AMERICAS = 2026 World Cup Puts Mexico and U.S. in Rare Position These Days: ‘Unified’ -NYT

White House 'exploring' Trump-Putin meeting, aide says -Politico

Post-summit, remember human rights — and China’s interests For one who has enthusiastically supported President Donald Trump’s unconventional approach to the China and North Korea challenges, optimism after the Singapore summit is now tempered by increased caution. -The Hill

U.S. Insists Sanctions Will Remain Until North Korea Denuclearizes Secretary of State Mike Pompeo told Asian powers on Thursday that President Trump was sticking to demands that North Korea surrender its nuclear weapons, as he sought to hold together a fragile consensus on maintaining tough sanctions against the North despite Mr. Trump’s declaration that it was “no longer a nuclear threat.” -NYT

The Republicans’ Protectionist Pedigree In recent decades, US Republicans have tended to embrace free trade more willingly than US Democrats. But, during most of its first century, the Republican Party was protectionist in both word and deed, and it has elected the four most aggressively protectionist presidents of the last 50 years. -Project Syndicate

Trump's tariffs pose risk to global trade, U.S. economy: IMF -Reuters

Why Trump’s Movie Trailer About North Korea Was Brilliant A president who loves to be flattered knows how to appeal to the vanity of dictators. -Politico

WATCH THE IT HERE Destiny Pictures

LISTEN Podcast of the Week The Origins of Western Identity -American Interest

READ On Grand Strategy, John Lewis Gaddis

US-AMERICAS | MARKETS IMPACT+OPPORTUNITY

GLOBAL BUSINESS

Trump Approves China Tariffs, Focuses More Closely on High Tech President Donald Trump has decided to impose tariffs on about $50 billion in Chinese imports, according to two people familiar with the matter, in a move likely to escalate trade tensions between the world’s two biggest economies. -Bloomberg

Canadians boycott US goods, Trump over tariffs Canadians have started to boycott U.S. goods in the wake of President Trump's war of words with Canadian Prime Minister Justin Trudeau and the recent steel and aluminum tariffs on Canada, the European Union, and Mexico. -The Hill

Exclusive: Mexico studies tariffs on billions of dollars of U.S. corn, soy -Reuters

AT&T closes $85 billion deal for Time Warner -Reuters

China regulators approve Qualcomm-NXP Semiconductors merger deal  -Reuters

ZTE Penalties Sought in Senate May Set Up Showdown With Trump -Bloomberg

Facebook’s New Political Algorithms Increase Tension With Publishers -NYT

Trump gets win at U.S. Supreme Court in China antitrust case The U.S. Supreme Court sided with the Trump administration and against China on Thursday on a disputed aspect of their fraught trade relationship, throwing out a lower court ruling that had allowed two Chinese vitamin C makers to escape $148 million in damages for violating American antitrust law. -Reuters

WhatsApp is upending the role of unions in Brazil. Next, it may transform politics. -The Washington Post

IHG to Open 30 New Hotels in Mexico InterContinental Hotels Group, the parent of such hotel brands InterContinental Hotels & Resorts, Kimpton Hotels & Resorts, avid hotels, Holiday Inn and Holiday Inn Express, has announced it will be opening more than 30 new hotels in Mexico over the next two years. -Travel Pulse

Chile and Argentina sign tourism deal -ITIJ

GLOBAL MACRO

Fed's Powell Just Wants to Be Understood The new chair dispenses with jargon and takes cues from monetary policy bloggers. -Bloomberg

SEC says Ether isn’t a security, but tokens based on Ether can be -Tech Crunch

“In cases where there is no… central enterprise being invested in or where the digital asset is sold only to be used to purchase a good or service available through the network on which it was created,” that digital asset is “out of the purview of U.S. securities laws”, according to William Hinman, the director of the division of corporation finance at the U.S. Securities and Exchange Commission.

Argentina Got a $50 Billion Loan and Peso Is in Free Fall Anyway -Bloomberg