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  • Trump and Xi meet, announce tariff cuts and trade deal progress, but questions remain about durability and enforcement.
  • Analysts highlight sector winners and losers amid macro risks, with opportunities in domestic cyclical recovery and mid/small-cap stocks in India.
  • Trump administration reshuffles ICE leadership, intensifying immigration enforcement efforts and raising concerns among advocates.
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  • Trump and Xi meet, announce tariff cuts and trade deal progress, but questions remain about durability and enforcement.
  • Analysts highlight sector winners and losers amid macro risks, with opportunities in domestic cyclical recovery and mid/small-cap stocks in India.
  • Trump administration reshuffles ICE leadership, intensifying immigration enforcement efforts and raising concerns among advocates.
20 days
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United States Politics

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and key topics of US politics

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