Making sense of this crazy world
As usual, there is a lot going on. The country in the spotlight this week is Iran as US forces gather in the Middle East. A delicate situation, of course. India and China are also in the news, but this time for more positive reasons.
As the dollar weakens and US consumer sentiment suffers, Trump is rejoicing, and many analysts believe the US economy will be ‘hot’ this year, even as the labour market is under pressure.
Technology stocks are under pressure, with Microsoft falling by 10% yesterday over fears of increased AI spending. Gold and silver volumes escalated yesterday as the price whipsawed after a stellar rally. Some analysts warn of a sharp correction.
Emerging markets are continuing their momentum, helped by a weakening dollar and the UK is now gaining traction and interest from overseas investors.
This week’s content:
- US forces show strength in the Middle East
- Dollar weakens again… not good for UK investors
- US consumer confidence struggles
- Investors bet on hot US economy
- Technology stocks under pressure
- Could silver trade at half its price later this year?
- Landmark Euro-India trade deal
- India strives to boost its economy
- A sea change for the UK regarding China
- Emerging Markets are driving strong returns
- UK markets are performing well too
- Conclusion
US forces show strength in the Middle East
Tensions ramped up between Iran and the US this week, with US forces strategically placed around the Middle East in a show of strength. Trump has warned that failure to negotiate a fair and equitable deal with Iran, agreeing to NO NUCLEAR WEAPONS, will have severe consequences.
As one would expect, oil prices rose and this time to a 4-month high.
Iran said it’s ready for dialogue but vowed to retaliate aggressively if attacked.
It’s interesting how Trump initially said it was about the deadly crackdown on protests, but now uses the unrest to try and eliminate Iran’s nuclear capability.
Continues…
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