The Exchange Nvidia’s Historic Week, Bitcoin’s Wild Ride, Pres. Trump Pivots on Putin 07/11/25
Jul 11, 2025
Nvidia has hit a staggering $4 trillion market cap, sparking excitement about its next growth catalyst. Bitcoin is also making headlines, soaring to new all-time highs thanks to rising institutional interest. The discussions dive into the implications of trade tensions and tariffs between the U.S. and Canada, alongside a critical moment in U.S.-Russia relations as Trump hints at a pivotal statement. With the surge in metal prices, the mining and energy sectors are looking more enticing than ever for investors.
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Trump's Tariffs Are Here To Stay
- President Trump strongly favors tariffs and intends to keep using them despite market reactions.
- Markets currently discount threats but will react when tariffs impact corporate earnings.
Tougher Russia Policy Emerging
- Trump misjudged Putin's ambitions; U.S. likely to take a tougher stance with bipartisan Congress support.
- A stronger NATO and safer Eastern Europe could be a long-term benefit.
Housing Slows Inflation More Than Fed Knows
- Housing market declines are pushing inflation down, though the Fed seems to overlook this.
- Negative wealth effects from tariffs may pressure corporate margins and employment.
