Topic: #trade
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US import prices rise 0.3%, Chinese costs hit highest since 2008
US import prices climbed 0.3% in June 2026, but Chinese import costs jumped 0.9%—the largest monthly surge since January 2008—complicating inflation expectations and potentially delaying Fed rate cuts.
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Maersk raises 2025 profit guidance on European demand surge
A.P. Moller-Maersk lifted its full-year EBITDA forecast to $8-9.5 billion, citing strong container demand outside North America, but cautioned that a wave of new vessel deliveries will depress earnings significantly in 2026.
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G7 Caps Rare Earth Imports at 60% Per Country by 2030
G7 leaders meeting in France committed to diversifying rare earth supply chains away from China, capping any single country's share of imports below 60% by 2030 with an aspirational 50% target, and launching a new critical minerals alliance with the International Energy Agency.
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TSMC's $250B US investment shields Taiwan's chip dominance from geopolitical risk
Taiwan Semiconductor Manufacturing is funneling $250 billion into US chip production under a January 2026 trade deal while keeping its most advanced 2nm nodes at home, strengthening deterrence against military disruption and deepening Taiwan's economic ties with Washington.