Global Economy

The world demands more security and energy infrastructure, but supply is struggling to keep up. A chief investment officer explains why the new reality is forcing investors to recalculate their path.

Global food prices rose in July to a high of more than three years, led by wheat, grains, and sugar. The UN warns that the wars in Iran and Ukraine, extreme weather, and energy costs could exacerbate the price increases.

While global growth forecasts remain stable, geopolitical turmoil and a surge in AI investments are creating widening gaps between the US and the Eurozone. Here are the key factors set to influence investor strategy.

In early trading, Intel is surging following a stronger-than-expected revenue forecast, while most semiconductor stocks are trading lower. The price of gold is climbing moderately, oil is falling. The USA will impose tariffs of 10%-12.5% on imports from most of its major trading partners. The "Magnificent Seven" group recorded its sharpest day of declines since the tariff turmoil in April 2025.