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Trump uncertainty and its measurement
David Goldman highlights pressures around the US budget deficit, rising real yields, and uncertainty surrounding President Trump’s proposed policies. Market volatility remains subdued, except in gold, which serves as a hedge against inflation and dollar instability.
Trump’s tariff ultimatum could force Europe into a lose-lose decision
Diego Faßnacht outlines the critical dilemma Europe could face under a second Trump administration, where aggressive US trade policies might force the EU to choose between decoupling from China and aligning with Washington or facing punitive tariffs.
Contradictory US messaging clouds Ukraine peace efforts
James Davis observes that while the new US administration has expressed interest in ending the war in Ukraine, its approach lacks clarity, with Moscow skeptical of inconsistent messages combining negotiation overtures with threats of harsher sanctions.
Stargate changes the AI landscape
Scott Foster highlights the announcement of the $500 billion Stargate AI infrastructure project. With a budget nearly 10 times the CHIPS Act’s $52.7 billion, the project aims to construct 20 data centers over four years in a bold push to cement US leadership in AI.