No strategic spillover in the Middle East

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No strategic spillover in the Middle East
David P. Goldman writes that the recent killings of Hamas leader Ismail Haniyeh in Tehran and Hezbollah commander Fuad Shukr have not led to significant market reactions, with oil prices rising slightly and gold remaining stable. Iran is to avoid escalating the situation further.

The tech bubble and the US Dollar
David P. Goldman recommends Japanese yen and gold to hedge against dollar depreciation. The yen’s current depreciation and Japan’s inflation dynamics could shift, and gold’s value is increasing as a hedge against inflation, economic weakness, and Federal Reserve rate cuts.

Kiev fears potential aid cuts under Trump 2.0
James Davis writes that concerns are rising in Ukraine over Donald Trump potentially cutting aid if he returns to the White House. Meanwhile, Russia remains skeptical of Trump’s diplomacy rhetoric and insists on peace only on its terms.

Bank of Japan raises interest rates, Yen jumps to 150.7
Scott Foster writes that the Japanese Yen’s 7% rise since July should help curb inflation, aiding BOJ Governor Kazuo Ueda’s credibility and alleviating pressures from wage-lagging inflation. The rate hike, however, poses challenges for housing, corporate loans, and Japanese exporters.