India flows the clock. With only weeks before the Trump’s July 9 rate deadline, those responsible for a bilateral sweeping agreement with American sources close to talks, depending on whether India could offer substantial rate reductions in various sectors, but it is firm on the protection of key agricultural categories such as dairy and food grains. There is a possibility of a reduction in very deep prices, said that a manager, noting that the end result, depends on the balance of the agreement for both parties. For investors, the signal is clear: a breakthrough could change capital flows and risk repression on emerging markets.
Europe is not yet sitting either. After Trump threatened a 50% rate on EU products, then suddenly delayed the decision, the block jumped into high -speed negotiations. Maro EF? Ovi?, The EU trade chief, is now to make political talks that zero in semiconductors, cars, aluminum and pharmacy. A weekend call between Trump and the president of the EU Commission, Ursula von der Leyen, seems to have opened the door to progress, with EF? Ovi? Call the right calls on Monday. But with Trump who always explodes the EU as very difficult to manage, volatility remains cooked in the result.
The technological sector feels heat. Apple 
Aapl is under direct fire after Trump launched a 25% rate if iPhones are not made in the United States, the warning has extended to Samsung, which has alarms through the world supply chains. Tesla 
TslaWho gets in -components on a global scale, could also be caught in the cross fires. If commercial negotiations are decomposed, the domino effect could strike everything, from consumer electronics to electric vehicles exerting renewed pressure on companies that have not located production. For investors who look at geopolitical lightning points, it is not only prices, it is timing, lever and who flashes first.
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