Global economic trends and investment implications
Hyperscaler AI capex at record highs, Korea commits $150B to MASGA shipbuilding initiative, KOSPI rallies, gold hits all-time high above $5,600
IEA projects 3.6% annual power demand growth, Siemens Energy books 102 gas turbines, Anthropic sparks SaaS rout, Indonesia slashes nickel and coal quotas, Samsung HBM4 shipment to Nvidia imminent
OpenAI $100B & Anthropic $20B raises, India accelerates exit from Russian crude, S&P sees China property down another 10-14%, Takaichi wins supermajority for constitutional reform, US-Korea tariff deal 25→15%
Big Tech's $120B capex meets $1T market cap wipeout, gold reclaims $5,000, S&P forecasts 10-14% further decline in China property, NATO agrees to 3.5% defense spending target
Samsung HBM4 mass production this month, EU building alternative trade bloc, Japan's LDP wins 2/3 supermajority, gold hits $5,600 all-time high