Geopolitics
The global financial landscape is increasingly characterized by a profound and pervasive influence of geopolitical tensions, casting long shadows over market stability and investor sentiment. From ongoing military conflicts to intensifying great power rivalries and protectionist shifts, these international risks are reshaping economic trajectories, supply chains, and inflation trends worldwide.
Trade War
President Donald Trump's administration has announced a 90-day extension of tariffs on a wide range of Chinese goods, a move that signals a continued hardline stance in the ongoing trade dispute between the world's two largest economies. This decision, coming amidst persistent negotiations, casts a shadow
NVIDIA
In a groundbreaking and highly unusual move, the U.S. government has forged a new agreement with semiconductor titans NVIDIA Corp. (NASDAQ: NVDA) and Advanced Micro Devices Inc. (NASDAQ: AMD), mandating that they remit 15% of their revenues derived from certain artificial intelligence (AI) chip sales to China. This unprecedented