is geopolitics. Canada's been a very difficult country to deal with uh over the years. Uh you know, we hear Canada, we have a great relationship with the people of Canada, but it's been very difficult.Is there anything Canada can do to change your mind about this situation. No. They put a tax on uh companies that were American companies that they should a very very severe tax and uh yeah I guess they could remove it.They will but it I don't really I mean it doesn't matter to me. We'll continue to conduct uh ...

The geopolitical fight over the Dalai Lama's successor is coming to a head, writes @KarishmaJourno (via @opinion) https://t.co/Irsz6vVGAv ...

Trump says he would 'absolutely' consider bombing Iran again https://t.co/mT2gvz0mS2 ...

NATO Leaders Flex Muscle to Avert a $1.5 Trillion War https://t.co/dCHOzyPiE4 ...

Core Viewpoint - Geopolitical tensions, particularly between Israel and Iran, have significantly influenced financial markets, leading to fluctuations in oil prices, the US dollar, and gold, with recent developments indicating a temporary ceasefire that has caused a pullback in these assets [1][3][5][7] Oil Market - Oil prices have shown volatility, with a peak near $78 per barrel before retreating to approximately $65 as traders reassess the likelihood of Iran closing the Strait of Hormuz [3] - The potential for renewed conflict could lead to another spike in oil prices, indicating that future price movements may be driven more by news than technical factors [3] Currency Market - The US dollar index (DXY) rose to 99 points amid conflict but fell back to 98 points following ceasefire news, with support at 97.65 and resistance at 98.40 [5] - Federal Reserve Chairman Jerome Powell's hawkish stance on interest rates has not significantly bolstered the dollar, but renewed tensions in the Middle East could lead to a resurgence in dollar strength [5] Gold Market - Gold prices have come under pressure due to reduced safe-haven demand following the ceasefire, with current prices around $3323 and key support levels at $3290 and $3260 [7] - The potential for gold to rebound exists if geopolitical tensions escalate again, although the decline in gold prices appears limited due to ongoing uncertainties in other areas such as tariffs [7] Economic Indicators - Upcoming economic data, including GDP growth expected at -0.2% for the first quarter, will be closely monitored, alongside Powell's testimony, which may influence market sentiment [7]

European officials tracking the ramp up of Vladimir Putin's military are wrestling with a threat that would have been scarcely plausible a few years ago. War with Russia. So, here's one way Russia could attack Europe, how Europe might respond, and how it could cost the global economy up to $ 1.5% trillion in the first year.The first step of an attack could be a staged incident that gives Russia a pretext. One former Lithuanian official has suggested Russia could stop the Moscow to Kolinrad train as it trave ...

Market Focus - Fidelity leaders discuss the escalating conflict in the Middle East and its potential impact on oil prices, markets, and the global economy [1] - The discussion covers topics such as the Iran conflict, Middle East situation, oil prices, and the global economy [1] - Fidelity provides insights on managing portfolios in the context of geopolitics [1] Economic Impact - The analysis includes short and long-term perspectives on oil prices [1] - The relationship between oil prices and inflation is examined [1] - Global reactions to the Middle East conflict are considered [1] Investment Strategy - Fidelity touches on international stocks and interest rates [1] - Fidelity encourages viewers to bookmark their Market Insights webpage for updates on market headlines and volatility [1]

Industry Overview - The semiconductor industry is crucial for technological advancements in HPC, AI, automated driving, and IoT, with a bright long-term outlook due to the essential role of semiconductors in cloud functionality and data analysis [1] - Global semiconductor sales are projected to grow by 11.2% this year, following a 19% increase in 2024, driven by AI workloads demanding high-end logic chips and high-bandwidth memory [4] - Advanced nodes (below 20nm) capacity is expected to increase by 12%, with utilization remaining above 90%, while mature nodes utilization is projected to rise from 70% in 2024 to above 75% this year [5] Market Challenges - Geopolitical instability and U.S. tariffs are creating challenges, disrupting supply chains, delaying deliveries, and increasing prices, which may lead to a rich valuation despite the industry's long-term potential [2][3] - The ongoing geopolitical tensions, particularly regarding China and Taiwan, are raising concerns about supply chain disruptions and national security implications [9][17] Company Insights - NVIDIA Corp. is highlighted as a strong investment opportunity, with its GPUs leading in gaming and significant growth in enterprise, data center, and automotive sectors [24][27] - Texas Instruments (TXN) is also recommended for tracking, focusing on internal manufacturing capacity expansion and benefiting from U.S. semiconductor manufacturing incentives [31][34] Financial Performance - The semiconductor industry has gained 17.9% over the past year, outperforming the broader technology sector and S&P 500 index [18] - The industry is currently trading at a forward P/E ratio of 32.79X, which is below its median value but appears overvalued compared to the S&P 500 and broader sector [21][22] Future Growth Drivers - The industrial IoT market is expected to grow at a 12.7% CAGR between 2025 and 2033, driven by advancements in connectivity and AI adoption [7] - AI is identified as the largest driver of the semiconductor industry, transforming efficiency and competitiveness across various sectors [11][12]

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like Matt on because you're trying to figure out what exactly are we not thinking of in terms of the market action why are we higher why is V down all these things that you wouldn't have thought we play that game if I told you what had happened would you be able to tell me what the reaction the market% none of this today I would give maybe maybe yields maybe yields lower it was the only one I potentially could have gotten right based on but in terms of crude oil being down 6% absolutely not the S&P rallying ...