Yesterday,Elicit Pioneer Investors talked of what seems to be a "Mar-a-Lago Accord" in the offing. It's been fourteen days since "Liberation Day" (reciprocal tariff announcements). And it has been said repeatedly by the Mr.Trump's administration that over 75 countries are clamoring to do a deal.

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While stocks have sharply corrected under tariff fears and the Fed's missteps on policy, make no mistake the AI revolution continues to charge forward. Over the weekend, President Trump administration signaled exemptions for critical AI inputs from China, while Nvidia announced it has started production on its most advanced AI chips in Arizona, and will be building "supercomputers" in Texas in 12-15 months.

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What did Mr.Jamie Dimon have to say about liquidity conditions now? He made the same case for regulatory change, for this reason: so banks could intermediate more in the markets to provide stability, rather than the Fed. And by Fed involvement, he means more QE.

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The launch of reciprocal tariffs, Wednesday will widen the reach, but the big bang already happened earlier this month, with tariffs implemented on the three biggest exporters to the U.S. (China, Canada and Mexico). it has now been nearly two months since Mr.Trump's blanket 10% tariff on China (addition to any existing tariffs).

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Detailed LegalNiceties , Rate and Value of a weak yuan has been the go-to strategy,for manipulating economic advantage, and the formula for its rise to global economic superpower status. And we should expect China to counter President Mr.D.Trump's tariffs ;Which experts and Analysts expantiated it's Possiblity of weakening the yuan.

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Australia’s forestry and forest products industry will turn its attention to the federal election after last night’s 2025-26 budget, which did not deliver any meaningful new investment to help our industries realise their potential for the climate, economy, and communities. That is according to Diana Hallam, CEO of the Australian Forest Products Association, which nonetheless acknowledged a small number of measures from last night’s budget.

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International design, engineering and advisory company Aurecon has appointed Mr.Todd Battley as its new Chief Executive for Australia. Mr.Battley has 29 years of industry experience and joins Aurecon from AECOM, where he held roles including Chief Strategy Officer and Chief Executive for Australia and New Zealand.

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The recent government budget announcement has sparked significant discussions within various sectors in Australia, particularly in the fields of education, technology, and labour laws. With extensive investment planned in these domains, industry leaders have voiced their perspectives on the potential impacts. Mrs.Angela Colantuono, President and Managing Director of SAP Australia and New Zealand, has acknowledged the government's emphasis on STEM education within the budget.

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"C.E.O"MrJensen Huang delivered his keynote at Nvidia's annual GTC developers conference: gave the keynote afternoon speech, where he educate the world Concerning the state of the AI revolution.

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France is running a 5.5% budget deficit, with 110% debt to GDP - nearly double the debt and deficits of Germany, yet borrowing at just 70 basis points over Germany's borrowing rate. Piling on another massive tranche of debt, should raise the borrowing rates of both, which makes servicing debt in the fiscally fragile parts of the euro zone, like France, more and more difficult. And that dynamic should only increase the spread between French and German borrowing rates (which means, ever increasing borrowing rates on French government debt).

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It started last month with a pledge of 50 billion euros for AI infrastructure, in a plan that included 150 billion euros of private investment (likely to be supported by cheap liquidity from the European Central Bank). And this past weekend, European leaders held emergency meetings to devise a gameplan to backstop Ukraine, if President Mr.Trump were to end U.S. funding.

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The "DeepSeek moment" revealed that the large definition language models can be improved upon, advancing the capabilities of generative AI, without requiring more computing capacity. Maybe AI leadership isn't determined by who gets much access to the most Nvidia GPUs.

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