AMERICAS FRIDAYS

GEOPOLITICAL RISK+GLOBAL MARKETS

US-AMERICAS | GEOPOLITICAL RISK

The Global Nostalgia Epidemic Nostalgia has become a driving force behind nationalist movements the world over, and nowhere is this more true than in the case of Brexit. But as seven recent books show, the Brexiteers’ yearning for a return to their country’s supposedly glorious imperial past is not just fanciful, but also dangerous. -Project Syndicate

WHEN TRUMP MEETS PUTIN Six experts share their perspectives on what to expect and hope for from the U.S.-Russia summit. -The American Interest

Trump Backed Brexit. Then He Used It As Leverage. Under this president, the ‘special relationship’ isn’t so special anymore. -Politico

Donald Trump and Theresa May meet amid Brexit storm -BBC

Docket Number USTR - 2018-0026 Request for Comments Concerning Proposed Modification of Action Pursuant to Section 301: China’s Acts, Policies, and Practices Related to Technology Transfer, Intellectual Property, and Innovation. -Office of The United States Trade Representative

HOUSE TRADE BILL WATCH to amend the Trade Expansion Act of 1962 to require Congressional approval before the President adjusts imports that are determined to threaten to impair national security. -H.R.

Trump sparks Republican rift on Russia The GOP is increasingly divided as Trump undermines NATO and warms to Vladimir Putin. -Bloomberg

How the GOP Embraced the World—And Then Turned Away Decades ago, Dwight Eisenhower defeated the isolationist faction of the Republican Party. Now, Trump is toppling his legacy. -Politico

Self-Driving Cars Don't Need Rules Yet, U.S. Regulator Says -Bloomberg

U.S. and Mexico discussing a deal that could slash migration at the border -The Washington Post

US-AMERICAS | MARKETS

IMPACT+OPPORTUNITY

GLOBAL BUSINESS

SENATE WATCH Senate Commerce Committee to Google re: consumer protection and privacy -United States Senate

Box CEO Aaron Levie says mistrust of Google and Facebook is a ‘contagion’ that could spread to every tech company -Recode

“The worst-case scenario for us is that Silicon Valley gets so far behind on these issues that we just can’t be trusted as an industry.”

INTO THE ARENA Silicon Valley employees flex newfound political muscles Employees at several of the world’s biggest technology companies have been exercising newfound political power where they work, pushing their bosses on business ethics with help from established and fledgling nonprofit groups. -Reuters

The Department of Justice isn’t done fighting the AT&T-Time Warner merger The U.S. Department of Justice has filed to appeal a federal judge’s decision to approve AT&T’s acquisition of Time Warner. -Tech Crunch

Beijing urges U.S. firms in China to lobby Washington over trade war -Reuters

U.S. companies in China mostly oppose tariffs, survey shows Most U.S. businesses operating in China oppose using tariffs as a weapon to solve their problems ranging from market access to poor protection of intellectual property rights, a survey suggested on Thursday. -Reuters

Juul is a $15 billion company. So what’s so wrong with Silicon Valley investing in sin? Some Silicon Valley VCs have limits. -Recode

GLOBAL MACRO

A Soybean Surge Makes Trump’s Trade War Look Deceptively Good Economists are predicting that the gross domestic product for the second quarter could reach 5 percent when the preliminary numbers are released on July 27. The United States trade gap with China has narrowed, as more American products were shipped to Beijing ahead of the tariffs, which went into effect on July 6. -NYT

Trade War With China Exposes U.S. Mineral Import Problem -Forbes