Waypoint tracks global reactions to a changing world. We highlight how alliances, nations, industries and people are responding to the new American era.
The West
Joined April 2025
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Europe is now moving from just-in-time peacetime production towards building an industrial base for a more sustained war footing.
FULL STORY IN THE FINANCIAL TIMES
ft.com/content/ce617187-43ed…
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Interesting. The U.S. threatened to hit Canada with tariffs ahead of the Canadian Digital Services Tax being implemented. The Canadians backed down. Europe is much better able to resist U.S. pressure. Will be watching this.
NEW: State Dept has ordered U.S. diplomats in Europe to launch a lobbying campaign with the aim to build support to change/repeal EU’s Digital Services Act, which Washington says stifles free speech & imposes costs on U.S. tech companies, per an internal cable seen by @Reuters
The White House will be hearing from U.S. defence manufacturers.
Spain rules out buying F-35, choosing between Eurofighter or FCAS reut.rs/455R5VG reut.rs/455R5VG
JAPAN SETS CONDITIONS
Japan's promised $550 billion in U.S. investments under the trade deal struck last month will be determined by whether they will benefit Tokyo too, the Asian nation's top tariff negotiator said on Tuesday.
Japan says US investments under trade deal will be determined by benefits for Tokyo reut.rs/4oGrN8r reut.rs/4oGrN8r
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Waypoint retweeted
BREAKING: President Trump issued an executive order imposing an additional 25% tariff on goods from India, saying the country directly or indirectly imported Russian oil reut.rs/4m9SDUK
Waypoint retweeted
US, EU agree trade deal, EU will see 15% tariff across the board reut.rs/455PRbL reut.rs/455PRbL
EU LOADS BAZOOKA
Besides a first retaliation package set to hit €93 billion worth of U.S. goods in the absence of a deal, Brussels is already considering a new round of retaliatory measures against the U.S., which would also hit services.
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On top of that, it is now seriously weighing putting the Anti-Coercion Instrument on the table — also known as the EU’s “trade bazooka.”
More details in @POLITICOEurope politico.eu/article/transatl…
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Waypoint retweeted
Trade deal on US tariffs within reach, says EU, as 1 August deadline nears bbc.in/412Qcus
“This Orwellian message won’t fool the United States,” it said. “Censorship is not freedom.”
The remarks echo comments made by U.S. Vice President JD Vance earlier this year.
Read more here: politico.com/news/2025/07/22…
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Waypoint retweeted
The Pentagon is urging Japan and Australia to clarify what role they would play if the US and China went to war over Taiwan, the Financial Times reported reut.rs/3IFOzfL
Following up on the threatened 35% tariff for Canada, Trump now says Mexico is getting 30%. (The EU, too.) The White House has already said that most Canadian goods are tariff exempt. Mexico will probably get the same treatment due to USMCA.
🔴#ÚLTIMAHORA El presidente de Estados Unidos, Donald Trump, anunció el sábado que impondrá aranceles del 30% a México y a la Unión Europea
eluniversal.com.mx/mundo/tru…
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ANALYSIS
- Seems like more U.S. posturing via social media to keep pressure on negotiating partners.
- Canada recently gave Trump a win by scrapping an EU-style digital tax.
- Trump seems unimpressed, but Canadians also not panicking. Escalating Trump threats now baked in.
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- Markets are unhappy and Canadian dollar down against U.S. dollar, but that also just seems to be the new normal.
Read more via @Reuters here:
reuters.com/world/china/glob…
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