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31.08.26 - 17:25
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Stocks Fall as US-Iran Strikes Spur Rally in Oil (Bloomberg)
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A flare-up in geopolitical risks sent stocks and bonds lower as oil climbed, raising concerns about inflationary pressures that could make the Federal Reserve raise interest rates.
Tracie McMillion, Head of Global Asset Allocation Strategy at Wells Fargo, discusses the constructive backdrop for stocks and commodities. (Source: Bloomberg)...
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31.08.26 - 14:54
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China′s Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street (ZeroHedge)
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China's Record Ship Swarm Around Taiwan Sends Decoupling Alarm To Wall Street
One of our emerging investment themes (beyond nuclear, AI, and "Powering Up America") is the accelerating US-China decoupling, with a particular focus on companies with robust ex-China supply chains as Beijing increasingly weaponizes exports of strategic materials, including tungsten and germanium.
At the same time, the Trump administration's expanding sanctions campaign against Chinese entities linked to Iran is adding another friction point to an already deteriorating bilateral relationship. Looking toward 2027, one of the biggest geopolitical tail risks could be a Chinese blockade of Taiwan, which would severely disrupt global trade, semiconductor production, and critical supply chains.
The latest report from Taiwan's main English-language daily newspaper, the Taipei Times, shows that China deployed a record 244 coast guard, research, and other government vessels around the island.
The surge in Chines...
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31.08.26 - 14:45
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MÄRKTE USA/Inflationssorgen dürften Börse bremsen (Dow Jones)
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DOW JONES--Inflationssorgen dürften die US-Börsen am Montag bremsen. Die Futures auf die großen Aktienindizes deuten eine knapp behauptete Eröffnung am Kassamarkt an. Marktteilnehmer verweisen auf den "falkenhaften" Auftritt von US-Notenbank-Chairman ......
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