Geopolitics
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Gold has more room to run as geopolitics, cenbank buying fuel gains, analysts say
Reuters· 2026-01-26 05:34
Core Viewpoint - Analysts predict that spot gold prices, which recently reached a record high of over $5,000 per ounce, are expected to rise further towards $6,000 this year due to increasing global tensions and robust demand from central banks and retail investors [1] Group 1 - Spot gold prices hit a record high above $5,000 per ounce on Monday [1] - Analysts anticipate gold prices to climb towards $6,000 this year [1] - The increase in gold prices is attributed to mounting global tensions and strong demand from central banks and retail [1]
X @The Economist
The Economist· 2026-01-25 19:40
NATO’s dependence on America goes well beyond Ukraine. Most analysts expect American troop levels in Europe will be cut. But America could go further https://t.co/1v38GRFMzg ...
Tech Giants Reshape AI, Tariffs Impact Auto Investment, and Geopolitics Drive Market Shifts
Stock Market News· 2026-01-25 15:38
Group 1: Apple and AI Initiatives - Apple is significantly overhauling its artificial intelligence strategy through a major partnership with Google, preparing to launch two new versions of Siri that will leverage Google's Gemini technology [2][9] - The revamped Siri is expected to be deeply integrated into iOS 27, iPadOS 27, and macOS 27, transforming into a more advanced chatbot [2][9] - Apple is reportedly paying Google approximately $1 billion annually for access to these advanced AI models [2] Group 2: Volkswagen and Trade Policies - Volkswagen has indicated it will not proceed with a planned Audi factory in the U.S. unless automotive tariffs are reduced, highlighting the impact of trade policies on global investment decisions [3][9] - CEO Oliver Blume emphasized that tariffs imposed by the U.S. are directly affecting manufacturing expansion plans [3] Group 3: Geopolitical Developments - The United Arab Emirates is facilitating trilateral talks between the U.S., Russia, and Ukraine, which underscores its crucial diplomatic role in the current geopolitical landscape [5][9] - Emerging Asia is experiencing fresh demand, positioning itself as a relative refuge from geopolitical instability, indicating shifting dynamics in global capital flows [6][9] Group 4: Japanese Energy Market - Japanese startup Enechain successfully raised 5.05 billion yen (approximately $31.9 million) to expand its business in the growing power market [7][9] - Enechain aims to achieve "Social Good" through fair markets for electricity, fuels, and environmental commodities [7]
X @The Economist
The Economist· 2026-01-25 13:20
Britain’s 99-year lease deal for an archipelago in the Indian Ocean undermines Donald Trump’s argument that he needs to own Greenland to have a reliable base https://t.co/7TEgKtmjaa ...
X @The Economist
The Economist· 2026-01-25 06:20
One might guess that India will tread a bit more cautiously with Pakistan next time. Yet our columnist’s conversations in Delhi suggest that many Indians see things very differently https://t.co/0LMnqmAN9V ...
This Week In Markets: Geopolitics, More Selective AI Investment, Steady Macro Backdrop
Seeking Alpha· 2026-01-24 07:00
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
X @Bloomberg
Bloomberg· 2026-01-24 05:30
A US warship docked at Cambodia’s Ream Naval Base on Saturday for a five-day visit, signaling a continued thaw in military relations after years of tension over access to the strategic port in the Gulf of Thailand https://t.co/XZFAox1q3O ...
X @BBC News (World)
BBC News (World)· 2026-01-24 05:24
China no longer Pentagon's top security priority https://t.co/ZqEyEd7nAd ...
Why Iran Is Moving Oil Markets
CNBC· 2026-01-23 19:01
I cover energy here at CNBC and here's what you need to know about Iran's role in the global oil markets. Iran pumps around 3.4% million barrels per day. By comparison, Saudi Arabia almost triples that at 9.5% million barrels and the U.S. pumps even more, about 13.5% million barrels per day.On top of that, existing sanctions due to disputes around Iran's nuclear program means that Iran's exports can't be sold on the open market. China has essentially become the lone buyer of Iranian barrels. What the sancti ...
Squawk Pod: Davos 2026: Goldman Sachs CEO David Solomon - 01/23/26 | Audio Only
CNBC Television· 2026-01-23 18:41
They have an environment where they think they really can make progress growing their businesses. You got technology innovation that's helping people in their businesses and CEOs are very focused in that. >> Goldman Sachs CEO David Solomon at the World Economic Forum in Davos, Switzerland.A conversation spanning business sentiment, consumer credit, and of course the markets. I think we're set up where we have the possibility for a stronger growth trajectory for the next few years. >> Business people around ...