GLOBAL BISGNES PERSPECTIVES NOTEWORTHY》

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.

"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.

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).

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.

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.

President Donald Trump will host Indian Prime Minister Narendra Modi in Washington on Thursday, as the two leaders work toward a trade deal and try to reinforce a relationship that the Trump administration has signaled is critical to countering the rise of China, according to senior Trump administration officials who previewed the meeting in a call.

Aside from embracing oil again and restoring global confidence in America's economy and global leadership position, what move can the Mr.D.Trump administration make to shore up the dollar's dominance and very importantly, create a new source of very deep demand for Treasuries?

Gold prior moves of magnitude;the initial price of Gold printed 16new record highs in 2025, The price of gold printed forty new record highs during 2024, on record demand. That's never happened before; February 18, 2025. And it's already hit 16 new record highs in 2025.It's up 12% on the year already, and $3,000 gold is in striking distance.

Stocks have shaken off trade barriers, disruptions in the public sector, geopolitical ultimatums, a threat to U.S. AI supremacy, and a reduction in market expectations for rate cuts.

PresidentTrump has made it clear that he wants lower rates. And remember in his first term, he voiced his displeasure with Mr.Jay Powell's Fed for taking rates up from 25 basis points to 225 basis points, despite inflation running mostly below target throughout.

President Trump's Treasury Secretary is on the job, as of Tuesday. And his Commerce Secretary should be confirmed early next week. With these three factual Economic Agenda in place; the execution of the Mr.Trump Economic Agenda will begin, including Potential clean up of what was left by the Previous administration. And that should present some "HEADWINDS for STOCKS";