Keys of the day: Trump threatens Putin, Europa presses but is afraid and the serious mistake of China
The Trump-Poutin Summit in Alaska centers world tension in Ukraine and technological hegemony
https://www.youtube.com/watch?v=tdsmgob-mna
High voltage summit in Alaska: The Summit, which is celebrated in the symbolic territory of Alaska – acquired to Russia in 1867 and today its closest neighbor – is much more than a simple geographical bridge, is set for 11:30 (local time). The tension is palpable not only because of the issues to be addressed, but for Donald Trump's strategy to meet previously with European leaders to forge a “common front.” This block seeks to present Vladimir Putin a unified and firm posture, avoiding the fissures that Kremlin has managed to explode in the past to divide the West.
The 'red line' of Ukraine: the undeniable red line for Europe, with Foreign Minister Merz as the main voice, and for the Zelenski government is territorial integrity. The rupture point that threatens the summit is the possible assignment of regions such as Donbás and Crimea, a concession that Trump seems willing to assess for a quick agreement, but that for Zelenski would mean a political suicide and a betrayal of his people. The “security guarantees” required by kyiv go beyond promises: they seek a iron commitment, similar to article 5 of NATO, which dissucted future aggressions.
Euphoria in the markets: euphoria unleashes before the perspective, increasingly tangible, of an aggressive decrease of types by the Fed. The Bitcoin, acting as a barometer of the appetite for the risk, spray its record and shoots over 124,000 dollars. The influential investor Scott Besent has put figures to the expectation in Bloomberg: a cut of 1.5 percentage points since September, a drastic measure that would seek to reactivate the economy now that inflation seems anchored in a manageable 2.7%. This would flood the liquidity market, benefiting growth assets such as technology and cryptocurrencies.
The crypto boom is strengthened: the crypto boom is consolidated with the spectacular exit to Bullish's booth. The exchange platform, founded in 2021, not only raised 1,100 million, but saw its assessment to shoot up to 13 billion dollars in a single day, an unequivocal signal of the renewed investor vigor in the sector. This success is paving the way for other giants such as Exchange Gemini and the Grayscale asset manager, whose future IPOS are now expected with enormous interest, promising to inject even more capital and legitimacy to the ecosystem.
UU. It hits China in the Chips War: USA The delay of the new Model of the Chinese giant Deepseek, after the failure of its attempt to use Huawei chips instead of those of Nvidia, is more than a technical setback. The Beijing guideline was clear: using Nvidia chips for training, but those of Huawei for 'inference' (the practical application of the model). The result has been a compatibility and performance disaster. This failure not only reinforces the almost monopolistic hegemony of Nvidia in AI, but evidenced the deep Chinese dependence on American technology.
Europe, at two speeds: Europe is shown at two speeds, drawing a complex economic panorama for the ECB. While the eurozone stagnates with an anemic growth of 0.1% and sees its industrial production 1.3%, the United Kingdom, already out of the block, has comparative iron health. With a 0.3% GDP
As a final movement on this chess board, Zelenski plays his latest diplomatic letters in London. His meeting with Prime Minister Keir Starmer is not accidental: he seeks to ensure the unconditional support of the United Kingdom, one of his main military allies, in a last effort to shield his negotiating position before the crucial day tomorrow.
Good morning, good business.
