International
Fears over ‘safe haven’ status of US assets to persist
Simultaneous falls in bond and equity markets call into question the safe haven status of US assets
InternationalMeta antitrust case is a warning to US tech firms
The Trump administration's antitrust case which could force Meta to sell Instagram and Facebook has begun
InternationalTech production in South-east Asia faces US risk
Economic uncertainty from US tariffs could hinder South-east Asia’s tech ambitions
InternationalFirm GDP is key to China’s view of its global standing
The economy grew by a better-than-expected 5.4% in the first quarter and services and manufacturing picked up in March
ChinaUS-China gallium controls raise concentration fears
Gallium is a relatively small market, dominated by China; its heat resistance makes it key to many advanced technologies
InternationalUS-China cyber tensions will rise
Beijing has accused US National Security Agency of launching advanced cyberattacks against its critical infrastructure
InternationalWeak demand and solid supply will weigh on oil prices
The IEA today markedly reduced its forecast for oil demand growth this year, after OPEC did this yesterday
InternationalEU’s sovereign AI push will face challenges
Amid geopolitical uncertainties, the EU is pushing to reinforce its technological sovereignty
InternationalChina’s exports will slow but more stimulus is likely
Exports picked up in March as shippers frontloaded deals to avoid higher tariffs
China
