The United States and India have reached a deal on duties and will immediately begin reciprocal rate cuts, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">said</a> on Monday. "We have agreed to a trade agreement between the United States and India under which the United States will reduce duties from 25% to 18%. India, for its part, will begin reducing duties and non-tariff barriers against the United States to ZERO," Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">wrote</a>.

US and India reach trade agreement: White House will cut duties to 18%

In a year into his second term, US President Donald Trump has forced new trade deals on many of Washington's allies. After he declared the first trade war last April, investors <a href="https://www.marketwatch.com/story/u-s-stocks-poised-for-biggest-two-day-wipeout-in-history-as-marketloses-9-6-trillion-since-inauguration-day-430919f6">lost</a> about $6.6 trillion in the U.S. stock market in two days. When he backtracked in negotiations, indexes <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">soared</a>, with the S&amp;P 500 up 7% and the Nasdaq <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">up</a> more than 9%. For investors, Trump's negotiating strategy has become a significant market risk factor.

Donald Trump's trade wars: how the US president's negotiating strategy has become a market risk factor for investors

US President Donald Trump has announced an increase in US duties on a number of goods from South Korea to 25%. This will affect, for example, cars and pharmaceutical products. Trump expressed displeasure that South Korean lawmakers never approved his "grand bargain" with the country's president made last summer.

Trump increased duties on goods from South Korea to 25%

Airbus SE

The Boeing Company

Airbus warns of a sharp rise in geopolitical risks at the start of 2026 and urges employees to prepare for an "unprecedented number of crises" period. Company executives point to a deteriorating external environment, trade conflicts and the need to be prepared for changing conditions. Analysts say the risks for Airbus are higher than for its U.S. rival Boeing, but remain positive on the European aircraft maker's shares.

Airbus urged to prepare for new crises. Why are its risks higher than Boeing's?

Amazon.com, Inc.

Walmart Inc.

Costco Wholesale Corporation

The "sell American" sentiment is returning to investors

S&amp;P 500 showed the worst decline since October. The market is worried about duties due to Greenland

EU leaders will hold an emergency summit on Jan. 22 to discuss responses to threats of new duties from the White House

Europe has a $13 trillion "weapon" against Trump, could it be activated?

JPMorgan Chase & Co.

Visa Inc.

Netflix, Inc.

Warner Bros. Discovery, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors await court ruling on duties

NVIDIA Corporation

Advanced Micro Devices, Inc.

Earlier this week, Nvidia achieved a "lobbying victory" by avoiding another bill to tighten the terms of chip shipments to the PRC

Senators determined to stop Trump from easing rules on Nvidia's AI chip exports to China

The bank recommended that investors in Chinese securities prioritize protective instruments

"We consider the truce fragile": Morgan Stanley described scenarios for a US trade war with the PRC

Tom Lee, co-founder of research firm Fundstrat Global Advisors and chairman of BitMine Immersion Technologies, known for his optimistic forecasts, <a href="https://www.marketwatch.com/story/wall-streets-biggest-bull-reveals-what-investors-got-wrong-this-year-and-whats-ahead-for-stocks-and-crypto-e7fd79bc?mod=newsviewer_click_seemore">told</a> MarketWatch in an interview where he thinks investors have been wrong this year.

Wall Street's top "bull" named investors' biggest mistake in 2025 

Intel Corporation

Chinese authorities have invested at least $100 billion in data center construction since 2021

China has banned AI chips from overseas in state-supported data centers. Who will suffer?

According to the US president, the entire volume will be reserved for US customers

Trade war