MNI POLITICAL RISK ANALYSIS - US Daily Brief 9-Dec-25

Dec-09 13:09By: Tom Lake
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(MNI) London - Executive summary:

  • President Donald Trump will deliver remarks on the economy from the Poconos in Pennsylvania at 18:10 ET 23:10 GMT.
  • Comes as the latest opinion polling shows issues of 'affordability' and cost of living remain the major concerns for voters on both sides of the political divide.
  • In a wide-ranging interview delivered to Politico, President Trump claimed that European leaders are "weak" and "don't know what to do", and that the lack of a presidential election in Ukraine means it is "not a democracy any more".
  • Trump confirmed that Nvidia will be permitted to export its advanced H200 chips to China, which will have to pay a 25% surcharge. Marks a notable shift in US policy, which to date has been marked by restrictive measures towards allowing China access to high-tech semiconductors on national security grounds.
  • The president announced a USD12bln financial relief package intended to assist farmers. Comes with less than a year until the midterm elections, where many rural-state Republicans face tough races amid a tough operating environment for farmers.
  • House Rules Committee set to take up the National Defense Authorization Act, a ~USD900bln package that will fund the Pentagon for another 12 months.
  • Poll of the Day: China's trade surplus continues to grow despite Trump's tariff efforts

Please find the full article attached below:

MNIPOLITICALRISK-USDailyBrief9Dec25.pdf