Strong growth in the US economy accelerated by tariff refunds, balance sheets of retail giants, decline in oil demand, and the luxury consumption market come to the fore.

As tariff refunds supported corporate profits and gross domestic product, the US economy reached a remarkably fast growth pace of %4,3, according to a senior economist's assessment. In this positive growth environment, eyes turned to the balance sheets to be announced by Walmart and Target, leading players in the retail sector. The companies' earnings reports will clearly demonstrate the financial resilience of US consumers in the face of persistent inflation.

On the energy side, behind the inability of oil prices to move upward lies the decline in global oil demand compared to the past. While falling demand creates a concerning situation for markets, stock movements in the sector continue. Billionaire investor Peter Thiel purchased a %1 stake in the Argentina-based oil company Vaca Muerta, according to official filings.

Royal Gold (RGLD), operating in the precious metals sector, launched a share buyback program after doubling its profit. In the technology world, Silicon Valley's new billionaires who made fortunes through artificial intelligence are transforming the jet, yacht, and automobile markets by spending their bitcoin savings. Preferring fine waters instead of champagne, this new wealthy class brings a different dimension to luxury consumption habits.

In political and ideological developments, Donald Trump's new right movement (MAGA) has set its sights on Europe. The MAGA movement considers the European continent both a historical ancestral land and an ideological battleground.

This content is for general information purposes and is not investment advice.