Global economic trends and investment implications
US tariffs 96% consumer pass-through, Supreme Court unconstitutional ruling, $160B importer refund claims; Meta-CoreWeave $21B deal; EVs displace 1.7M barrels daily
Brent crude plunges to $94.80 as global equities surge; Ras Laffan LNG faces 5-year rebuild, fertilizer prices double; Strait of Hormuz transit toll set at $2M per ship
Samsung Electronics Q1 operating profit KRW 57.2T (8x YoY increase), Broadcom-Anthropic 3.5GW deal, Trump's $1.5T defense budget
Aramco's record Asia premium, WTI-Brent inversion, Meta's $115-135B AI investment
VW-Rafael Iron Dome parts talks, Brent crude breaks $109, WTO warns trade growth could plunge to 1.4%
WTI surges 51% monthly to breach $110, Asian naphtha jumps 50% triggering Korea export curbs and India tariff waivers, KOSPI plunges 4.47%
March semiconductor exports at $32.83B mark first single-product $30B breakthrough, IEA releases 400M barrels of emergency reserves, Trump considers NATO withdrawal
Niche raw material supply chains under stress, S&P Energy sector posts record outperformance, NATO cracks widen
Brent crude posts largest-ever monthly gain, Fed rate hike probability breaks 50%, South Korea agrees on KRW 25T supplementary budget
Gulf aluminum smelter strikes and helium supply disruption, South Korea's KRW 25T supplementary budget, No Kings protests draw 8 million
Google TurboQuant slashes LLM memory usage by 6x sending memory chip stocks tumbling, IRGC formalizes Hormuz tollgate system, OECD cuts Korea 2026 growth to 1.7%
Defense rare earth supply bottleneck and DFARS deadline, Moody's recession probability at 48.6%, Philippines declares world's first energy emergency
One-third of global fertilizer supply collapse accelerates US corn-to-soybean shift, IEA releases record 400 million barrels from strategic reserves, Valero refinery explosion shutdown
Gold's 25% decline meets Brent crude's 50% surge in a scissors squeeze, Trump halts Iran strikes for 5 days, KOSPI crashes 6.49%
Trump's 48-hour ultimatum to Iran on Hormuz, South Korea's KRW 25T supplementary budget, Qatar helium supply disruption emerges as hidden bottleneck for semiconductor fab operations