The Stable Genius Report

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Summary:The White House is actively engaged in multiple trade negotiations, including an upcoming meeting with South Korea regarding tariff reductions and a recently concluded deal with Pakistan to develop its oil reserves. These efforts are presented as integral to significantly reducing the United States' trade deficit.
Sentiment:Triumphant
Key Claims:
  • The White House is very busy working on trade deals.
  • Leaders of many countries desire to make the United States 'extremely happy.'
  • A meeting with the South Korean Trade Delegation is scheduled to discuss offers to buy down 25% tariffs.
  • A deal has been concluded with Pakistan for joint development of its massive oil reserves.
  • An oil company is in the process of being chosen to lead the US-Pakistan oil partnership.
  • There is a possibility of Pakistan selling oil to India in the future.
  • Other countries are also making offers for tariff reductions.
  • These trade actions are projected to significantly reduce the US trade deficit.
  • A full report on these matters will be released at an appropriate time.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
Profile Picture View on Truth Social ↗ text
Summary:The United States experiences a massive trade deficit with India.
Sentiment:Critical
Key Claims:
  • The United States experiences a massive trade deficit with India.
Potential Market Impact (S&P 500):2/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:2/10
Key Entities:
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Summary:The speaker successfully facilitated an agreement between Cambodia and Thailand for an immediate ceasefire and peace, following discussions with both nations' leaders, and anticipates future trade agreements with the United States once peace is established.
Sentiment:Peacemaking
Key Claims:
  • The speaker had a very good call with the Prime Minister of Cambodia.
  • The speaker informed Cambodia's Prime Minister of discussions with Thailand and its Acting Prime Minister.
  • Both Cambodia and Thailand are seeking an immediate ceasefire and peace.
  • Both Cambodia and Thailand are also looking to resume trade discussions with the United States.
  • The speaker considers it inappropriate to engage in trade talks until fighting ceases.
  • Cambodia and Thailand have agreed to immediately meet and work out a ceasefire and ultimate peace.
  • The speaker found it an honor to deal with both countries.
  • Cambodia and Thailand possess a long and storied history and culture.
  • The speaker hopes Cambodia and Thailand will get along for many years.
  • The speaker looks forward to concluding trading agreements with both countries once peace is achieved.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
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Summary:Donald Trump announces that he signed the largest trade deal in history with Japan, asserting it is a great deal for everyone. The deal is described as a massive agreement involving a $550 billion investment by Japan into the United States, with the U.S. receiving 90% of the profits. This agreement is stated to create hundreds of thousands of jobs and will open Japan's market to U.S. trade, including cars, trucks, rice, and other agricultural products, with Japan also paying reciprocal 15% tariffs to the United States. The post emphasizes a continued great relationship between the two countries.
Sentiment:Triumphant
Key Claims:
  • A trade deal, characterized as the largest in history/ever made, was signed/completed with Japan.
  • Japan will invest $550 billion into the United States.
  • The United States will receive 90% of the profits from Japan's investment.
  • The deal will create hundreds of thousands of jobs in the United States.
  • Japan will open its country to trade with the United States, including cars, trucks, rice, and other agricultural products.
  • Japan will pay reciprocal tariffs of 15% to the United States.
  • The deal is beneficial for everyone and ensures a continued great relationship between the United States and Japan.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
Profile Picture View on Truth Social ↗ text
Summary:A massive deal has been completed with Japan, involving a $550 billion investment into the United States at the speaker's direction, with the U.S. receiving 90% of the profits. This deal is stated to create hundreds of thousands of jobs and includes Japan opening its markets to U.S. trade, such as cars, trucks, rice, and other agricultural products, along with Japan paying 15% reciprocal tariffs to the United States. The post emphasizes a very exciting time for the United States and a continued great relationship with Japan.
Sentiment:Triumphant
Key Claims:
  • A massive deal has been completed with Japan, described as potentially the largest ever made.
  • Japan will invest $550 billion into the United States at the speaker's direction.
  • The United States will receive 90% of the profits from this investment.
  • The deal will create hundreds of thousands of jobs.
  • Japan will open its country to trade, including cars, trucks, rice, and certain other agricultural products.
  • Japan will pay reciprocal tariffs of 15% to the United States.
  • This is a very exciting time for the United States of America.
  • The United States and Japan will continue to always have a great relationship.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:9/10
Key Entities:
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Summary:President Ferdinand Marcos of the Philippines visited the White House, where a trade deal for open market access and zero tariffs with the United States was concluded. The deal also states the Philippines will pay a 19% tariff. Additionally, military cooperation was agreed upon, and President Marcos was praised for his leadership and negotiation skills.
Sentiment:Triumphant
Key Claims:
  • President Ferdinand Marcos of the Philippines visited the White House.
  • A trade deal was concluded between the United States and the Philippines.
  • The trade deal makes the Philippines an open market with the United States.
  • The trade deal includes zero tariffs with the United States.
  • The Philippines will pay a 19% tariff as part of the deal.
  • Military cooperation between the two countries was agreed upon.
  • The visit was a beautiful experience.
  • It was a great honor to be with President Marcos.
  • President Marcos is highly respected in his country.
  • President Marcos is a very good and tough negotiator.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10
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Summary:Donald Trump expresses strong support for Jair Bolsonaro, criticizing the "terrible treatment" he receives from an "unjust system" and advocating for the immediate cessation of his trial. The letter raises concerns about attacks on free speech and a "ridiculous censorship regime" in Brazil and the United States, explicitly stating Trump's disapproval through public statements and tariff policy, and urging the Government of Brazil to cease attacking political opponents.
Sentiment:Advocating
Key Claims:
  • Jair Bolsonaro is receiving terrible treatment from an unjust system.
  • Bolsonaro's trial should end immediately.
  • Bolsonaro is a highly respected and strong leader.
  • There are attacks on free speech in Brazil and the United States, originating from the current government.
  • Donald Trump has publicly voiced disapproval and utilized tariff policy regarding these issues.
  • The Government of Brazil should change its course, stop attacking political opponents, and end its censorship regime.
  • Donald Trump will be watching the situation closely.
Potential Market Impact (S&P 500):2/10
Potential Geopolitical Risk:4/10
Potential Global Cross-Asset Impact:2/10
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Summary:A landmark deal has been finalized with the Republic of Indonesia, opening its entire market to the United States for the first time in history. As part of this agreement, Indonesia will purchase $15 billion in U.S. energy, $4.5 billion in American agricultural products, and 50 Boeing jets, while U.S. exports to Indonesia will be tariff-free and Indonesia will pay a 19% tariff on its exports to the U.S.
Sentiment:Triumphant
Key Claims:
  • A landmark deal was finalized with the Republic of Indonesia.
  • The deal opens Indonesia’s entire market to the United States for the first time in history.
  • Indonesia committed to purchasing $15 billion in U.S. Energy.
  • Indonesia committed to purchasing $4.5 billion in American Agricultural Products.
  • Indonesia committed to purchasing 50 Boeing Jets, many of them 777s.
  • U.S. ranchers, farmers, and fishermen will have complete and total access to the Indonesian market of over 280 million people.
  • Indonesia will pay the United States a 19% Tariff on all Goods they export to the U.S.
  • U.S. Exports to Indonesia are to be Tariff and Non Tariff Barrier FREE.
  • If there is any Transshipment from a higher Tariff Country, then that Tariff will be added on to the Tariff Indonesia is paying.
  • The deal represents friendship and commitment to balancing the trade deficit.
  • The deal will keep DELIVERING for the American People, and the People of Indonesia.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
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Summary:The post declares the United States as the preeminent nation globally.
Sentiment:Triumphant
Key Claims:
  • The United States is currently the 'hottest Country anywhere in the world'.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:1/10
Key Entities:
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Summary:The United States is escalating trade measures against Canada, planning to impose a 35% tariff on all Canadian products starting August 1, 2025. This action is attributed to Canada's alleged financial retaliation, its failure to stop fentanyl from entering the U.S. contributing to the fentanyl crisis, and Canada's 'extraordinary Tariffs' on U.S. Dairy Farmers, which contribute to an unsustainable trade deficit that is a threat to U.S. economy and national security. The U.S. also states that if Canada increases its tariffs, an additional 35% will be added to the U.S. tariff.
Sentiment:Vindicative
Key Claims:
  • Canada financially retaliated against the United States.
  • Canada's failure to stop drugs from entering the U.S. contributed to the U.S. fentanyl crisis.
  • The United States will impose a 35% tariff on all Canadian products starting August 1, 2025.
  • Goods transshipped to evade the U.S. tariff will also be subject to that tariff.
  • The United States will quickly approve Canadian companies building or manufacturing products within the U.S.
  • If Canada raises its tariffs, an additional 35% will be added to the U.S. tariff.
  • Canada charges extraordinary Tariffs (up to 400%) on U.S. Dairy Farmers.
  • The trade deficit with Canada is a major threat to the U.S. Economy and National Security.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:7/10