Trade

While markets watch every macroeconomic signal to anticipate Fed movements, a major indicator just defied forecasts. The United States trade deficit fell by nearly 24% in one month. In a global context of high tension, between renegotiated tariff agreements and disrupted supply chains, this unexpected decline raises strategic issues. It could also influence capital flows, reshape economic balances, and strengthen interest in decentralized assets like bitcoin.

China: the economy slows and signals turn red. What impact on the crypto market if the world's second-largest economy falters?

Trump shakes hands with Xi, crypto traders hold their breath. Historic agreement, systematic mistrust: the tariff truce amuses the stock market, but Bitcoin still sulks.

A strategic turn is emerging between Washington and Beijing. On the eve of a summit between Donald Trump and Xi Jinping, the two powers announce a preliminary agreement to defuse a trade war with global repercussions. This unexpected but calculated signal of détente resonates even in financial markets and the crypto ecosystem, historically reactive to geopolitical tensions. In a context where tariffs and technological restrictions fueled uncertainty, this opening rekindles hope for a sustainable normalization of Sino-American trade.

Bitcoin collapses, Trump threatens, Beijing counterattacks, and cryptos suffer: meanwhile, Dogecoin still seeks a way out of the crisis. Should we laugh or buy?

China announces that it is giving up some of its privileges at the WTO. This move, described as "major" by the organization's director-general, Ngozi Okonjo-Iweala, reshuffles the cards of global trade. Made by Li Qiang himself, this decision marks a strategic shift for Beijing authorities, long accused of unfairly benefiting from multilateral rules.

While the West defends the supremacy of the dollar and the euro, Moscow and Beijing accelerate their divorce from these currencies. Vladimir Putin confirmed that Russo-Chinese trade is now conducted almost exclusively in rubles and yuan. This shift, supported by a spectacular rise in bilateral trade and a deliberate strategy, could mark a decisive step towards a multipolar financial order.

Ambani, once favored by Trump, ends up grilled by Russian oil. When the Indian economy irks Uncle Sam, it smells like hot oil and diplomatic frying.

The United States extends the 90-day tariff truce concluded with China. The American president signed, on August 11, a decree setting the new deadline to November 10. The existing surcharges are maintained. This measure avoids an automatic increase in customs duties and allows additional time to continue negotiations.

While the trade war intensifies, Beijing and Moscow show their determination. In July, their exchanges jumped to $19.14 billion, an annual record that contrasts with the gloom of the first half of the year. This rebound occurs as Donald Trump threatens China with new tariffs, after sanctioning India for its Russian oil purchases.

The already fragile balance of the global economy has just taken another hit. On August 1st, Donald Trump signed a decree imposing heavy tariffs on seventy countries, with enforcement scheduled for August 7th. This announcement immediately shook financial markets, amplifying tensions against a backdrop of global instability. Behind this trade offensive lies a clear protectionist strategy, with potentially massive consequences for international trade, diplomatic relations, and the economic trajectory in the coming months.

In response to the increase in customs duties decreed by Donald Trump, 30% on European imports starting August 1st, Brussels is deploying heavy artillery. The Commission has approved a counter-tariff attack of 93 billion euros, targeting strategic American sectors. An economic escalation is unfolding between two major blocs, against a backdrop of political tensions and fragile global trade.

Trump slams the door on the G7 and brings out his tariff weapons. Canada suffers, the economy wavers, and copper prices soar. What is the star chef of protectionism really cooking up?

France's economy recorded a trade deficit of 7.6 billion euros in May. A concerning trend for investors.

Can the dollar lose its global supremacy? What was once speculation is now taking a concrete diplomatic turn. As the BRICS summit approaches in Rio, major emerging economies are placing local currency transactions at the heart of their strategy. This shift occurs within a context of growing geopolitical tensions and demands from the Global South for a more balanced financial system. Behind this dynamic lies a possible redefinition of the rules of global trade.

As Washington and Beijing reopen a diplomatic channel in London, tensions over rare earths and semiconductors threaten the global balance. In the face of the Chinese delegation, Washington demonstrates its firmness. Donald Trump, true to his style, sets the tone: "China is not easy." Behind this statement lies a reality: neither side seems willing to yield on such strategic and explosive issues.

Trump keeps the suspense going, Brussels breathes, the stock market dances. But behind the curtain, the threats still loom. Who will emerge victorious from this customs waltz?

A phone call, a truce? Trump puts away the customs missiles. The European economy is breathing, but for how long? Ursula whispers, Donald retreats. Suspense is high until July.

When a consumer product surpasses oil and diamonds in the exports of a country like India, it is no longer just an industrial success, but a strategic shift. The meteoric rise of smartphones as the leading export item reflects a redeployment of the country's economic priorities. This turning point marks the emergence of a manufacturing India connected to global value chains, with possible repercussions on the balance of international trade, technological flows, and ultimately, on digital uses and the dynamics of the crypto economy.

The return of Donald Trump to the global economic arena was enough to shake the markets. On Friday, a terse statement on Truth Social ignited the powder keg: 50% tariffs on European imports starting June 1. The reaction was swift. Wall Street wavered at the opening, traders hurriedly adjusted their positions, and the crypto market felt the shock: Bitcoin dropped by 4%, leading to liquidations of over 300 million dollars.

The maritime industry, a pillar of global trade, has long been grappling with outdated financial systems. Companies must manage inefficiencies, slow processes, and fraud risks, complicated by the complexity of cross-border transactions and compliance with multi-jurisdictional regulations. These challenges limit access to capital, delay transactions, and lead to an overall lack of financial transparency. With traditional institutions hesitant to engage, the industry faces significant gaps in financial solutions.

Polymarket reached an all-time high in new market creation in April, but trader activity and trading volume have slowed since the 2024 U.S. election. Speculation around a possible token launch could drive renewed engagement and further growth.

Trump eases up (a bit) on customs tariffs: the economy breathes, analysts cough, and Beijing chuckles. 90 days of truce, or 90 days until the storm?

The U.S. and China agree to pause tariffs for 90 days, boosting crypto market optimism with Bitcoin and others seeing strong gains.

Chinese economy: prices are sinking, the people are saving, Beijing is patching things up, dishes are changing. The dragon is coughing, but still plays the mystery card to avoid being roasted.

The global monetary architecture is shaking on its foundations. By reducing the share of the dollar in their exchanges to 33%, the BRICS are signaling a historic break. Their trade now largely relies on their own currencies. Behind this shift lies a deliberate strategy to fragment a system dominated by the greenback. This is no longer an intention; it is a movement underway. And it is reshaping the balances of a financial order that has until now been under the influence of Washington.

While the Sino-American trade war seemed frozen in an endless game of retaliation, an unexpected gesture has rekindled hope: Beijing agrees to official talks with Washington. A first in months. This meeting, much more than a simple diplomatic exchange, crystallizes the deep tensions shaking global trade and the economy of the two giants.

And if a trade war could lead to a nuclear confrontation? The hypothesis seems extreme, until it is put forward by Warren Buffett. Indeed, during the annual meeting of Berkshire Hathaway, the investor warned that Donald Trump's economic policies, perceived as aggressive, could fuel global tensions with uncontrollable consequences. An unusual stance, heavy with implications, in an international context already weakened by growing rivalries.