In global markets where the US Treasury decision boosted gold and crypto, tensions between the US and Canada and purchases in chip funds attract attention.

The US Department of the Treasury's decision to double its bond buyback program led to widespread movement in the markets. Following this announcement, while the US dollar lost value, precious metals and cryptocurrencies such as bitcoin recorded a rapid rise. Despite sharp declines during the chip sector sell-off in the markets, investors continued their purchases by providing billions of dollars in net cash flow to high-risk leveraged single-stock ETFs.

Tensions in the global trade arena also maintain their place on the agenda. While the Prime Minister of Canada said that Donald Trump made a miscalculation by escalating his tariff attack, Mark Carney stated that Canada is virtually in a war with the US regarding trade. On the other hand, as tax refunds that began flowing to companies after the US Supreme Court rejected Donald Trump-era customs duties turned into a massive corporate support program, consumers are also demanding a share of these resources.

Remarkable developments are taking place on the energy and corporate acquisitions side. As conflicts in the Middle East exposed New Delhi's energy supply security sensitivities, India's dependence on Russian oil reached an all-time high. In the financial sector, European portfolio management companies struggling to grow on a global scale are being acquired by US buyers at the fastest pace in decades.

In consumer trends and technology, new habits come to the fore. While contactless payment systems are transforming into a personalized accessory under the influence of social media content creators, on the European side, it is stated that smarter climate control solutions should be adopted instead of traditional air conditioning units fitted to US-style buildings.

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