Dina Ting and Diane King Hall discuss global trading patterns as countries adjust to new tariff rates. She points to potential growth in South Korea, the United Kingdom and Japan. Dina provides insights into the regulatory environment in Europe, particularly its capex spending on defense capabilities and A.I. growth. For the semiconductor trade, she looks at Japan's public/private model to become a potential catalyst in that technology space. Globally, Dina says U.S./China trade agreements will be closely monitored and believes Chinese consumer strength will be something to watch.