Gold Prices Edge Higher as Markets Await Key U.S. PCE Inflation Data 
Europe Confronts Rising Competitive Pressure as China Accelerates Export-Led Growth 
Asian Markets Stabilize as Wall Street Rebounds and Rate Concerns Ease 
Dollar Slides to Five-Week Low as Asian Stocks Struggle and Markets Bet on Fed Rate Cut 
RBI Cuts Repo Rate to 5.25% as Inflation Cools and Growth Outlook Strengthens 
Gold Prices Steady as Markets Await Key U.S. Data and Expected Fed Rate Cut 
U.S. Futures Steady as Rate-Cut Bets Rise on Soft Labor Data 
Bitcoin Reserves Hit 5-Year Low as $2.15B Exits Exchanges – Bulls Quietly Loading the Spring Below $100K 
Germany’s Economic Recovery Slows as Trade Tensions and Rising Costs Weigh on Growth 
European Stocks Rise as Markets Await Key U.S. Inflation Data 
China Urged to Prioritize Economy Over Territorial Ambitions, Says Taiwan’s President Lai 
Strengthening Semiconductor Restrictions
The Trump administration is poised to strengthen semiconductor limits on China, expanding on prior actions by the Biden administration to constrain Beijing's technological capabilities. The steps entail aligning with allies like Japan and the Netherlands to block companies like Tokyo Electron Ltd. and ASML Holding NV from providing maintenance services for semiconductor gear in China.
Specific Restrictions and Company Impact
Such potential restrictions include tighter controls on Nvidia chips shipped to China, with licensing for a wider range of products and volumes. Additional restrictions on Chinese semiconductor companies like SMIC and CXMT are under consideration.
Strategic Goals and Trade Frictions
These actions aim to restrict China's technology drive and protect the US interest within the semiconductor market, similar to ongoing trade friction between the countries. The US intends to bring back its own semiconductor manufacturing, potentially by colluding through enterprises like TSMC and Intel
