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Global Markets Research article on the self-reinforcing flywheel of capital, production and demand linking Nvidia, AMD and OpenAI, and what the circular AI-chip economy means for valuations and market concentration.
Global Markets Research article on how resource nationalism, industrial policy and the energy transition are turning critical minerals and energy into instruments of geopolitical power, and the implications for investors and markets.
Global Markets Research article on how the U.S.–China tariff war has redirected Chinese soybean demand towards Brazil and Argentina, the collapse in U.S. soy exports to China, and the consequences for prices, farmers and trade flows.