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Beef over Tariffs, Beef bans lifted, Beef with prices.

Lets not even talk about the butter.

Author

Admin
July 28, 2025

Good Morning,

No Taylor, your ‘shake it off’ philosophy does not apply to recessions… just look at New Zealand, a lucky punter scores 1 million dollars in powerball draw… that might be enough for a few sticks of butter, Ian Proudfoot proposes ideas to tackle the beef with dairy and meat prices, Australia’s Beef with U.S Beef no longer active, Ursula is making moves on the otherwise inevitable Trumpie Tariffs.. and India and England are pals when it comes to trading! (aww). People want to know about the potential change in status of Ghislaine Maxwell’s incarceration (who can blame them), Liam Lawson comes 10th in the Belgian Grand Prix… You will never believe who came first though… Big Rest in Peace to Hulk Hogan… and to that glorious mustache, sigh… OH, and there is Meth in the Pacific!

Let's jump in.

Before The Bell

As of 27/07/2025 market close, US and UK share and treasury data as of market close 27/07/2025

All data off Yahoo Finance except bond yields which are off Marketwatch. Currency based on location.

Markets

  • Infatril and Ebos help drive NZ stocks higher. (GR)

  • Abbott Laboratories Stock Decline. (Wall St.)

Earnings and Data

  • NVIDIA’s market capitilzation explodes to $4.2 Trillion on the back of its Data Center GPUS. (NASDAQ)

News Summary

  • New Zealand remains stuck in a recession, just cant shake it off… real recovery now not expected until 2026. (RNZ)

  • A lucky punter indeed… (Stuff)

  • Ian Proudfoot, KPMG’s global head of agribusiness, suggests farmers voluntarily assign a small portion of their dairy or meat production for domestic pricing. (Herald)

  • The European Union’s Ursula von der Leyen will meet with U.S. President Donald Trump in Scotland on Sunday to discuss trade relations… growing optimism around the prospect of a tariff breakthrough… (CNBC)

  • India’s first such deal with a major European economy. (NBR)

  • Trump discusses potential of Ghislaine Maxwell being pardoned. (Stuff)

  • Goodbye Mr Hogan… (YahooNews)

  • Liam Lawson in the Belgian Grand Prix.. (Stuff)

Deal Flow

Investments / M&A

  • ‘Now we are going to sell so much to Australia’ lifted restrictions on U.S. beef imports, now allowing beef from cattle born in Canada or Mexico—previously barred due to mad cow (BSE) biosecurity concerns. (MSN)

  • U.S GOVT and Qatar are expected to finalise an agreement this week regarding their beloved planes! (Stuff)

  • Several Trade Deals announced instead of upcoming ‘Reciprocal’ Tariff deadline. (TRWPRC)

VC & Fundraising

  • The ASX Aspirant making $350m + Gross Revenue a year ! (FR) 

  • Private Equity sees opportunity in Childcare Crisis (BBG)

Daily Picks

  • Meth in the pacific! (1NEWS)

  • Pam Bondi- Failing Epstein Victims for years. (BBG)

The Daily Deck is sponsored by Industrial Equity, LLC

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