Geopolitics
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BRICS Leaders Condemn Attacks on Iran, Tell Israel to Leave Gaza
Bloomberg Television· 2025-07-07 02:04
Geopolitical Stance of BRICS Nations - BRICS leaders condemned U S and Israeli attacks on Iran and called for Israeli troop withdrawal from the Gaza Strip [1] - The summit is considered unusual due to the absence of key players like President Xi and Putin [2] - Lula is portrayed as a vocal host, with Modi being a prominent figure at the summit [2] - BRICS presents itself as an alternative to the U S order and a defender of multilateral institutions [4] - The language used by BRICS nations to condemn actions in the Middle East may not be well-received by President Trump [5] - China maintains a consistent position, offering verbal support but not necessarily following through with concrete actions, particularly regarding the conflict in Ukraine and its support for Iran [9][10] BRICS Expansion and Influence - BRICS aspires to be like the G20 but hasn't fully lived up to its promise, despite representing 49% of the world's population and doubling in size [7] - Some countries, like Saudi Arabia, are still hesitant about fully committing to BRICS membership despite being invited two years ago [8] - Chinese Premier Li Chung stated that BRICS countries should champion the peaceful resolution of international disputes [8] Trade and Economic Implications - Tariffs are expected to decrease, with potential deals, especially with India, anticipated to materialize [4] - Brazil has not been significantly affected by the trade war, and Lula has expressed contrarian views on Israel [6]
X @The Economist
The Economist· 2025-07-05 10:40
Geopolitical Strategy - China is intensifying efforts to influence the Philippines [1] - The Philippines, a long-standing ally of the United States in Southeast Asia, is experiencing increased pressure [1]
X @Bloomberg
Bloomberg· 2025-07-05 10:04
Geopolitical Landscape - The report indicates that Denmark is closely aligning with Europe amidst looming geopolitical challenges for the EU [1] Industry Focus - The report's focus is on the geopolitical challenges facing the EU and Denmark's relationship with Europe in this context [1]
Korea Investment Fund Eyes China Tech
Bloomberg Television· 2025-07-01 02:03
Market Opportunities & Challenges in China - Chinese market investment is complex due to economic and geopolitical factors [2] - Chinese tech sector shows promise, but private property market and macroeconomic conditions are unclear [2] Geopolitical & Economic Shifts - US-China rivalry is expected to continue, leading to fundamental changes in the world economic order [3] - Globalization is shifting towards protectionism and supply chain disruption [4] - Countries are prioritizing the protection of key industries, including AI and high tech [4]
Canada Rescinds Digital-Services Tax to Salvage U.S. Trade Talks
WSJ News· 2025-06-30 11:59
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 ...
X @Bloomberg
Bloomberg· 2025-06-29 20:05
The geopolitical fight over the Dalai Lama's successor is coming to a head, writes @KarishmaJourno (via @opinion) https://t.co/Irsz6vVGAv ...
X @BBC News (World)
BBC News (World)· 2025-06-27 20:00
Geopolitical Risk - The report indicates a potential escalation of conflict, as Trump states he would "absolutely" consider bombing Iran again [1]
X @Bloomberg
Bloomberg· 2025-06-27 04:32
NATO Leaders Flex Muscle to Avert a $1.5 Trillion War https://t.co/dCHOzyPiE4 ...
KCM Trade分析师Tim Waterer汇评:停火致油价、美元和黄金下跌
Sou Hu Cai Jing· 2025-06-26 02:46
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]
Here's how a Putin-led war with NATO could play out
Bloomberg Television· 2025-06-25 19:52
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 ...