German election results complicate coalition talks, influencing fiscal policy, economic growth, and party dynamics amid uncertainty.
New Zealand’s retail sales rose 0.9% in Q4, exceeding forecasts, highlighting strong consumer spending and economic resilience.
ECB may cut deposit rate to 2% by summer, following January’s reduction to 2.75%, says Villeroy de Galhau.
CDU/CSU secured 28.7%, AfD 19.8%. Coalition talks crucial. Debt brake concerns persist amid rising defence spending.
New Zealand retail sales may influence Reserve Bank rate cuts, shifting forecasts between two or three reductions.
Market liquidity remains low, with minimal FX rate changes. German election results boost the euro slightly.
AI-driven spending fuels growth, but Microsoft’s lease cancellations and deferrals signal potential oversupply and shifting market dynamics.
AMD nears NVIDIA earnings; support options noted. Buying plan in progress; WAP at $104.13, stop-loss $95.80.
DeepSeek’s efficient AI models, open-source approach, and cost-effective alternatives could challenge NVIDIA and reshape AI development.
Key economic events include US Consumer Confidence, Australian CPI, US Jobless Claims, and US PCE data releases.
