Your Geopolitix Bottom LIne

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GEOPOLITICAL RISK+GLOBAL MARKETS

US-AMERICAS IMPACT + OPPORTUNITY

Voters, Your Foreign Policy Views Stink! Rogue nations thrive when the good lose all conviction -NYT

The President’s 2019 Trade Policy Agenda and the United States-Mexico-Canada Agreement -U.S. Senate, Finance Committee Hearing

Trump Should Make a Deal with China Before It’s Too Late Making a monster out of Beijing would make Americans poorer and less safe -The National Interest

PODCAST OF THE WEEK: The New Politics of Trade: ‘There’s China and There’s Everything Else:’ Trump’s trade wars scramble domestic political fights Trump has pushed Republicans away from their long-held positions on free trade. -Politico

Trump says Canada, Mexico behind trade deal, up to U.S. to get it passed. -Reuters

Mexico Senate Should Ratify USMCA Trade Deal Next Week: President -Reuters

GLOBAL BUSINESS

House lawmakers open antitrust probe into tech industry's biggest players -Politico

Tech elites dismiss breakup threats from Washington But the striking thing is that all of them are massively beefing up their lobbying muscle in D.C. The thing to do is to watch what they do and not what they say.” Indeed, the biggest online companies have invested heavily in protecting their policy interests in Washington, manifested by their sizable and growing influence operations. -Politico

Google alone spent $21.2 million to lobby the federal government last year, alongside donating to hundreds of associations and policy organizations in the capital. And they’ve also ramped up their efforts in Europe, where regulators have punished Google with a total of $9.2 billion in fines in the past three years and have opened investigations into Facebook, Amazon and Apple.

How (Not) to Regulate the Internet We should be more focused on protecting user rights than on policing content itself. -The American Interest

Over 600 U.S. companies urge Trump to resolve trade dispute with China: letter Walmart Inc, Target Corp and more than 600 other companies urged U.S. President Donald Trump in a letter on Thursday to resolve the trade dispute with China, saying tariffs hurt American businesses and consumers. -Reuters

Why Tesla and Uber won’t escape 25% tariffs — for now -TechCrunch

Why one U.S. can-maker avoids Trump's tariffs while rivals pay up The U.S. Commerce Department granted DS Containers an exemption from the import tax because it uses a raw material, plastic-laminated steel, that isn’t produced by U.S. steelmakers. -Reuters

Trump vows to 'do something' about EU wine duties But US wines shipped to the EU face duties of 11 to 29 cents a bottle, according to the Wine Institute, a trade body promoting American exports. In 2017, the United States imported $4.5 billion in European wine but sold only $553 million to Europe. -France24

Canada rejects idea of halting extradition of top Huawei executive to United States -Reuters

Judge Rejects Mexican Tomato Growers’ Request For Relief This week, Judge Jennifer Choe-Groves of the U.S. Court of International Trade declined to halt both the collection of nearly 18% duties on imported Mexican tomatoes and a recently restarted dumping investigation. -Fronteras

GLOBAL MACRO

How Tanker Attacks on a Skinny Waterway Could Affect Oil Prices The Strait of Hormuz, the gateway for a third of all crude oil by tanker, has become a security risk that could threaten the oil market. -NYT

U.S. blames Iran for tanker attacks in Gulf of Oman, oil prices rise -Reuters