Saxo Market Call Ripping gold reversal. Underappreciated Meta risks?
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May 16, 2025 This discussion dives into recent geopolitical shifts affecting global markets, especially regarding trade dynamics and defense spending. The two-faced risks faced by Meta draw attention, highlighting the deeper ethical issues in tech. Listeners will also explore significant macroeconomic trends, including a potential gold market rebound and the complexities of U.S. Treasury yields. Insights into inflation and currency movements reveal trading opportunities amidst shifting market sentiments, making this a must-listen for market watchers!
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Trump's Middle East Deal Insights
- Trump's Middle East deal signals a full commitment to the U.S. sphere of influence by Qatar and Saudi Arabia.
- This deal links energy, defense, AI, and global financial architecture, sectors where the EU lacks power.
Germany's Defense Spending Ambition
- Germany aims to vastly increase defense spending to 5% of GDP by 2032 including infrastructure and cybersecurity.
- This is a strategic move to develop the most powerful military in the EU as NATO proposes.
Japan's Trade Deal Challenges
- Japan is slowing down trade deal talks with the U.S. due to auto industry and farmer resistance.
- Powerful rural voters, similar to U.S. electoral dynamics, influence government hesitance to make concessions.