US equity futures drop as President Trump unveiled a 50% tariff on Brazil, one of the highest so far announced that are set to hit in August. TSMC sales show that AI spending is showing no signs of slowing down. Wei Li of BlackRock says tech is expected to do heavy lifting in the market. Frank Monkam of Buffalo Bayou says the Fed has shifted from being just data dependent. Infineon Chairman Herbert Diess spoke to Tom Mackenzie and says tariffs are set to impact finished goods in chips.

Chapters:
00:00:00 – Intro
00:01:44 – First Look Movers
00:03:51 – Wei Li, BlackRock Global Chief Investment Strategist
00:12:32 – Trending on the Terminal
00:19:27 – Front Page News
00:22:51 – First Look Movers
00:24:02 – Frank Monkam, Buffalo Bayou Holdings Head of Macro Trading
00:30:03 – Herbert Diess, Infineon Technologies Chairman of the Supervisory Board
——–
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