Overview
- Baader Bank analyst Robert Halver argues the administration is intensifying actions against Venezuela and Iran while seeking strategic control of resources, including concerns over Greenland.
- He characterizes the reported pursuit of legal action against Fed Chair Jerome Powell over headquarters renovation costs as a move that jeopardizes the Federal Reserve’s independence.
- The analysis depicts Europe, and Germany in particular, as fragmented and slow on reforms, leaving it with limited influence despite appeals to international law.
- Financial markets appear relatively calm as investors weigh potential benefits from increased oil supply and improved access to rare earths, which could ease prices and bolster global growth.
- Halver sees internationally diversified companies and emerging markets as gaining favor with investors and forecasts stronger U.S. growth than Germany in 2026.