Tag #Geopolitical Risk

faz.net
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Deepseek's AI Model Threatens ASML's Market Position

China's Deepseek unveiled a new AI model requiring fewer, older chips, posing a significant threat to ASML, a Dutch chip machine manufacturer already facing US export restrictions to China; this caused a 10% stock drop, but the impact's long-term effect remains unclear.

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40% Bias Score

Industry, Innovation, and Infrastructure
cnbc.com
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Trump's Return: Potential for Major US-China Trade Deal

Donald Trump's expected return to the White House is likely to heighten US-China tensions; however, his transactional style might lead to a major trade deal with China, potentially involving significant concessions from China, despite the risk of alienating US allies.

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56% Bias Score

Peace, Justice, and Strong Institutions
europe.chinadaily.com.cn
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UK Prioritizes Economic Ties with China Amidst Global Uncertainty

British Chancellor Rachel Reeves' first visit to China since 2019 secured trade deals worth approximately £600 million, signaling a strategic shift toward economic pragmatism over ideology in UK-China relations amidst global uncertainties.

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56% Bias Score

Decent Work and Economic Growth
kathimerini.gr
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Lavrov Cautiously Optimistic About Trump-Russia Understanding on Ukraine

Russian Foreign Minister Lavrov expressed cautious optimism regarding a potential understanding with US President-elect Donald Trump on the Ukraine conflict, noting Trump's acknowledgment of Russia's territorial control and concerns about Ukraine's NATO membership; however, Lavrov emphasized that a ...

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48% Bias Score

Peace, Justice, and Strong Institutions
cnbc.com
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Global Economic Uncertainty: China's Slowdown and UK's Post-Brexit Challenges

China's economic slowdown, fueled by overcapacity and weak consumer spending, and the UK's post-Brexit economic struggles, create global economic uncertainty, impacting currency markets and investor confidence.

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48% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
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Britain's Stagflation Risk Amid Global Market Uncertainty

Britain faces economic stagnation alongside eight-month-high inflation, creating monetary policy challenges, impacting gilts, the pound, and potentially requiring spending cuts; upcoming inflation data is critical.

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40% Bias Score

Reduced Inequality
cnbc.com
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Dimon Warns of Inflated U.S. Stock Market

JPMorgan Chase CEO Jamie Dimon warned on Wednesday that the U.S. stock market is inflated, citing risks from deficit spending, inflation, and geopolitical uncertainty; he specifically mentioned that asset prices are in the top 10-15% of historical valuations.

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52% Bias Score

Reduced Inequality
forbes.com
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Gold Soars 27.2% in 2024 as Safe Haven Demand Surges

Gold's 27.2% surge in 2024, its best performance in over a decade, contrasted sharply with declines in industrial and agricultural commodities; this was fueled by central bank purchases, inflation, and a weak manufacturing sector.

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40% Bias Score

Affordable and Clean Energy
zeit.de
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TSMC Q4 Profit Soars on AI Chip Demand, Geopolitical Risks Loom

Fueled by soaring global demand for AI chips, TSMC's Q4 2024 net profit skyrocketed 57% to \$11.06 billion; however, geopolitical risks, including potential US policy shifts and China-Taiwan tensions, pose significant challenges.

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36% Bias Score

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theglobeandmail.com
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US Sanctions on Russian Oil Send Brent Crude Prices Soaring

Widespread US sanctions on Russian oil, impacting 1.7 million barrels per day (25% of exports), caused Brent crude to surge above $80 a barrel on Monday, its highest since August, driven by expected supply disruptions to major buyers in India and China.

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48% Bias Score

Affordable and Clean Energy
t24.com.tr
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US-Turkey Trade: Volatility Ahead Under Potential Second Trump Term

US-Turkey bilateral trade totaled nearly \$30 billion in 2024, with Turkey having a small trade surplus; however, the relationship remains volatile due to past trade disputes and potential future tariffs under a second Trump administration.

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44% Bias Score

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fr.euronews.com
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Euro Nears Parity Amidst US Tariffs and Monetary Divergence

The Euro is nearing parity with the dollar due to stronger-than-expected US job growth, anticipated Federal Reserve tightening, and the potential impact of new US tariffs on European exports, along with divergent monetary policies and geopolitical uncertainty.

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48% Bias Score

Decent Work and Economic Growth