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The Trump Show: Summer theatre by Trump is a foregone conclusion!
US President Trump first caused excitement and outrage with the bombing of nuclear facilities, but then, after the ceasefire, he also received much praise from Western allies. However, it is not yet entirely clear whether the nuclear facilities in Iran have really been completely destroyed. He also managed to push through his demands at the NATO summit in Brussels. Now the important tariff negotiations with the EU are coming up. Trump will continue to provide summer theatre in the coming months. A meeting with Putin in Istanbul is not out of the question, but it must be well prepared. Despite increasing debt risks, investors remain calm so far. New highs are even possible in the near future.
ESTV 252 – The Trump Show: Summer theatre pre-programmed by Trump!
Close election results in Poland – Operation Spider’s Web – Peace negotiations in Istanbul – Russian ADRs
Polish cruise missiles are taking off – hopefully not the Taurus missiles to Russia too!
The new German Chancellor Friedrich Merz caused unrest in the coalition with his statement that he would lift restrictions on the range of Ukrainian attacks on Russia with German weapons. Ukrainian drones already have a range of 1,200 km, which means they can already paralyse airports in Moscow and other cities, as has often been the case. However, Putin wants to ‘conquer’ a new buffer zone including the cities of Sumy, Kharkiv and Chernigov. The EU has now adopted its 17th package of sanctions against Russia, which is primarily directed against the Russian shadow fleet.
Although Trump continues to seek peace, he is appalled by Russia’s massive drone attacks at this point in time. A lasting ceasefire is therefore still a long way off. One can only hope that Taurus missiles will not soon have a destructive effect in Russia, as this would clearly make Germany a party to the war.
ESTV 251 – The Polish course missiles take off, but also Taurus missiles to Russia?
Never put all your eggs in one basket, but also in Eastern Europe
US President Trump is now exerting considerable pressure to bring about at least a ceasefire in Ukraine in the near future. Almost simultaneously, however, negotiations on a new nuclear agreement with Iran are also underway. In negotiating the new tariffs, Trump now faces a veritable marathon of negotiations, with those with arch-enemy China being the most important. Stock market developments will now depend heavily on the outcome of these negotiations.
ESTV 250 – Never put all your eggs in one basket, but also in Eastern Europe
Trump crash and chaos open up new (trading) opportunities
The Trump crash and the customs chaos have not only caused confusion and consternation among investors, but are also creating new trading opportunities for experienced traders. Trump may have initially increased tariffs on China by 145%, sparking a trade war, but he has now excluded electronic goods from the tariffs in order to protect Nvidia, Apple & Co. He also wants to meet Chinese President Xi Jinping soon. He has ordered a three-month pause in tariff increases for more than 50 countries. So now is the time for the ‘dealmaker’ Trump. In addition, important negotiations with Iran are about to begin. Furthermore, negotiations with Putin to bring about a ceasefire in Ukraine are far from over.