ESTV 248 – Trump shocks investors with an excessive trade war – and now?
The ‘whatever it takes’ madness is driving up share prices – but for how much longer?
Events have been unfolding rapidly in recent days, and each event in itself can be described as ‘historic’ and as part of a turning point. The trigger was the scandal at the White House, when Trump and Selinskyi loudly exchanged words in front of the camera in a way that had never been seen before in the White House. Trump wanted to make a rust material deal with Selinskyi, but did not want to give any security guarantees. After this deal did not materialise due to the dispute, Selinskyi flew to London and was warmly welcomed by Prime Minister Stamer. Selinskyi immediately received a loan commitment from Stamer for 2.75 billion pounds. But the EU is also supporting Ukraine, with the exception of Hungary and Slovakia, and now even wants to spend €800 billion on defence. In addition, the CDU/CSU and SPD have agreed to have a special fund for infrastructure spending in the amount of €500 billion approved by parliament, and that before the change of government on 18 March. This would partially override the debt brake. So once again, election promises are not being kept. There were even rumours that the US would leave NATO, but these were fake news, which Merz fell for. However, Trump does want to move American soldiers from Germany to Eastern Europe.
ESTV 247 – ‘Whatever it takes’ is driving up share prices – but for how much longer?
Trump against the BRICS countries – who will win?
US President Donald Trump took action and increased import tariffs from China by 10%, whereupon China responded with counter-tariffs of 15% on US oil and gas imports, some agricultural products and US cars. This was followed by tariffs of 25% on steel and aluminium for all countries worldwide. Does this mark the beginning of a new trade war between the US and China, which could later even lead to a war in Taiwan? Trump also wants to increase tariffs by 100% for all BRICS countries if they want to introduce a new BRICS currency. The battle for the new world order is also a battle for raw materials. More than 90% of rare earths come from the BRICS countries, along with many other important raw materials. Raw materials could therefore become scarce selectively this year. Gold has already reached a new all-time high and has already risen by more than 40% in one year. In this respect, it is now also worth taking a closer look at the commodity ETC from BNP Paribas, which can be easily done via the link https://bnpp.lk/ETC. In addition to gold, oil and copper could also be quite promising this year, at least temporarily.
Trump will end the war in Ukraine, but also create new conflicts.
US President Donald Trump is causing new excitement almost every day, either with new decrees or new tariffs. The 25% increase in tariffs for Canada and Mexico has been suspended for a month, but the 10% increase in tariffs on China has been maintained. China reacted angrily with counter-tariffs of 15% for oil and gas imports from the US. But be careful: if you annoy China too much, a trade war could turn into a real war over Taiwan before the end of the year. Trump now also wants to take over the Gaza Strip and turn it into a holiday paradise. But he also wants to resettle 2 million Arabs there, which Jordan and Egypt are not willing to go along with. He is also threatening to wipe out Iran. Trump has already managed to get rid of the Panama Canal toll for US ships.
BRICS-TV 2 – Trump against the BRICS – who will win?
ESTV 246 – Trump would end the war in Ukraine, but cause further conflicts
Trump: a lottery win for investors – especially in the crypto market!
Even before his inauguration, President-elect Donald Trump caused a stir not only with his provocative demands at a press conference, but also with the official launch of his own Trump Meme Coin on the Solana blockchain on 18 January. In just a few hours, the Trump Meme Coin multiplied from 20 million USD to a market value of 14 billion and a day later to 65 billion USD at a rate of 65 USD. Since Trump wants to make the USA a new world power in cryptocurrencies, too, all crypto fans are looking forward to the ‘golden Trump age’. Ripple (XRP) had previously seen the greatest increase due to its good relations with Trump. The value of XRP has already increased sixfold from 0.5 to 3.0 XRP/USD. For many crypto fans, however, this is just the beginning of a long journey, as XRP now even wants to compete with PayPal and push the tokenisation of US assets. The restrictions on crypto investors are now to be lifted under Trump/Musk and the SEC is to lose some of its control powers.
ESTV 245 – Trump: a lottery win for investors – especially in the crypto market
So 2025 will be a year full of surprises!
Even before his inauguration, US president-elect Donald Trump was already the talk of the town and the centre of attention. This may give us a small taste of what to expect this year: plenty of surprises and change. But it will also be the beginning of a new world order, which will be fiercely contested with the main rivals USA and China and its allies. Indonesia has now also joined the BRICS as a full member. The topic ‘G7 versus BRICS’ will continue to haunt us throughout the year with increasing significance. There will be many political and economic surprises this year.