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The TACO trade engages once again

Saxo Market Call

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Uranium Market Surge and Shifting Trade Dynamics

This chapter explores recent trends in the uranium market, including a 15% increase in a uranium-linked ETF due to new executive orders promoting uranium mining. It also examines the complex trade negotiations among the EU, US, and China, particularly in the context of electric vehicles and tariffs, and the implications for the EU's role in global trade.

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