Discussion – Financial Economic Update
We get into a number of economic and financial developments that are interrelated. Firstly, the Iran peace deal and its impact on Israel. Also, the BOJ raising rates and how it impacts global debt burdens. SpaceX IPO makes it the 5th largest company in the world, but it loses tons of money.
Let’s get into it!
Iran
Peace Deal MOU – Where is Israel in this? What was the beef between PM Netanyahu and Pres. Trump? Mine clearing operation involving France and the UK. Are fees being charged in the strait?
ILTV – Israel not in Iran Deal
ILTV – Trump’s Iran Deal Sparks Outrage in Israel
CNN – Text of 14 point MOU
G7
Gathering in France – PM Emmanuel Macron and Pres Donald Trump bromance. Ukraine and Zelenski hanging around the hoop. Tariffs anyone? 10-12% tarrifs on forced labor.
Bank of Japan
Increased rates to 1% today. What does this mean in terms of Yen/Dollar and JGBs? What about the global systemic risk?
Bloomberg video – BOJ raises rates to 1%
SpaceX
Largest IPO of all time. Up 60% from $135 pricing. $3Tn valuation—does that make any sense?
USA and Anthropic
Anthropic was forced to shut down its top-AI model after the government said no foreign nationals are allowed to use it given jailbreak issues.
Looking for our Kingdom perspective on all things economic/financial? See the Storehouse Vision where we lay out the scriptures on “Facilitating Economic Relationships in Biblical Community.”
Mentioned on the Call
Does Gen 12v3 apply to modern Israel today – second revision
Watch Japan podcast series
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