Porsche remains overwhelmingly Made in Germany, making it potentially the biggest loser in Donald Trump’s trade war. The company is considering options to mitigate the impact of tariffs, including potentially producing vehicles at Volkswagen’s factory in Tennessee, but this would be a costly endeavor. The US is pushing to control all major future infrastructure and mineral investments in Ukraine, potentially gaining a veto over any role for Kyiv’s other allies and undermining its bid for European Union membership. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson and Kriti Gupta.
Chapters:
00:00:00 – The Opening Trade
00:01:23 – Carey Vows Tariff Response
00:04:36 – Xi meets Foreign Business Leaders
00:16:18 – Us Core PCE Due Today
00:17:35 – Alexander Jekov, BNP Paribas
00:25:23 – US Seeks Ukraine Investment Control
00:28:40 – Modupe Adegbembo, Jefferies
00:39:10 – China Faces Growth, tariff Headwinds
00:51:45 – Valerie Genin, Barclays
01:03:29 – Tariff Fears Continue To Weigh On Markets
01:14:31 – Peter Tchir, Academy Securities
——–
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