Two major storms hit at 3 AM!

The Federal Reserve made a big move at dawn, and Macron suddenly gave a nationwide speech at 3 AM, really catching everyone off guard!

First, let's talk about the Federal Reserve. The Beige Book states that although U.S. economic activity has "slightly improved," consumers are avoiding purchases, especially of non-essential goods, which have seen particularly poor sales. Notably, the Beige Book directly pointed to Trump's tariff policy, stating that it has "scared off" a number of businesses. Big players have already started stockpiling goods, just waiting to respond to various possible situations. Once this news came out, global markets were shaken.

Now, let's look at Macron. He announced at 3 AM that he wants to engage in "nuclear sharing" with European allies. What does this mean? It means that Europe wants to have control over the use of nuclear weapons in the future, no longer being led by the U.S. He assertively stated, "The future of Europe has to be decided by us, we can no longer be led by the nose by the U.S. and Russia!" With this statement, the path for European defense autonomy has been pushed even further.

With these two significant events, the financial markets became quite lively. The dollar index dropped immediately, European stock markets fell by 3% as soon as they opened, and gold futures surged by 5%.

This is no ordinary news at 3 AM; it's practically a pivotal turning point for the global situation in 2025. Although the Federal Reserve is talking in a dovish tone, it cannot hide its concerns about inflation, and Macron's declaration regarding nuclear weapons has exposed Europe's strategic anxieties. Next, we'll see how the central banks of various countries respond to this complex situation.