{"id":23431,"date":"2025-09-01T07:43:37","date_gmt":"2025-09-01T06:43:37","guid":{"rendered":"https:\/\/www.bordier.com\/?p=23431"},"modified":"2026-03-30T04:06:57","modified_gmt":"2026-03-30T03:06:57","slug":"tech-rises-tensions-simmer","status":"publish","type":"post","link":"https:\/\/www.bordier.com\/es\/tech-rises-tensions-simmer\/","title":{"rendered":"Tech Rises, Tensions Simmer"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"23431\" class=\"elementor elementor-23431\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"has_ae_slider elementor-element elementor-element-8a9542e e-flex e-con-boxed ae-bg-gallery-type-default e-con e-parent\" data-id=\"8a9542e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-39d57f5 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"39d57f5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e5ec2ba elementor-widget elementor-widget-heading\" data-id=\"e5ec2ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">\/ Weekly Market Update  - <em>1 September 2025<\/em><\/h4>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5aea53f elementor-widget elementor-widget-heading\" data-id=\"5aea53f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Tech <em>Rises,<\/em> Tensions <em>Simmer<\/em><\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-7550790 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"7550790\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-819a63a elementor-widget__width-initial elementor-widget elementor-widget-video\" data-id=\"819a63a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;video_type&quot;:&quot;vimeo&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;mute&quot;:&quot;yes&quot;,&quot;loop&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<iframe class=\"elementor-video-iframe\" allowfullscreen allow=\"autoplay\" title=\"Reproductor de v\u00eddeo vimeo\" src=\"https:\/\/player.vimeo.com\/video\/1114783457?autoplay=1&amp;color&amp;autopause=0&amp;loop=1&amp;muted=1&amp;title=0&amp;portrait=0&amp;byline=0#t=\"><\/iframe>\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-fecde70 e-flex e-con-boxed ae-bg-gallery-type-default e-con e-parent\" data-id=\"fecde70\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-de9d7a7 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"de9d7a7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ff8460 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"3ff8460\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">US<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5621b7d elementor-widget elementor-widget-heading\" data-id=\"5621b7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tech &amp; Policy in <em>Focus<\/em><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d6e207 elementor-widget elementor-widget-text-editor\" data-id=\"2d6e207\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Nvidia beat Q2 expectations but underwhelmed on magnitude, though AI momentum remains strong with Blackwell, GB300, and sovereign demand.<\/p><p>US economic data showed slightly lower jobless claims and an upward GDP revision, while Fed Governor Lisa Cook filed a lawsuit to block potential dismissal by Trump.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-169d7db e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"169d7db\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-644d5d5 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"644d5d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Europe<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d07aab4 elementor-widget elementor-widget-heading\" data-id=\"d07aab4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><em>France<\/em> Faces Political Test<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18759b5 elementor-widget elementor-widget-text-editor\" data-id=\"18759b5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>French PM Bayrou faces a Sept. 8 confidence vote on \u20ac44bn cuts, with opposition set to block him, raising risks of government collapse, early elections, and renewed concerns over France\u2019s deficit, driving asset underperformance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-19feb3a e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"19feb3a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a4eef57 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"a4eef57\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Asia<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9a3dfe4 elementor-widget elementor-widget-heading\" data-id=\"9a3dfe4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><em>China<\/em> Leads<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-28cf462 elementor-widget elementor-widget-text-editor\" data-id=\"28cf462\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Beijing nudges yuan higher, signalling a tilt toward strength.<\/p><p>CSI 300 up 10.5% in August, second only to Vietnam\u2019s 11.9%; A-shares in bull market as PMIs loom in coming week.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-d6eebd4 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"d6eebd4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-858692b elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"858692b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Geopolitics<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e7689cd elementor-widget elementor-widget-heading\" data-id=\"e7689cd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Conflict and Trade Pressures <em>Mount<\/em><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87a32fc elementor-widget elementor-widget-text-editor\" data-id=\"87a32fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Russia escalated attacks on Kyiv, while a Zelenskiy\u2013Putin meeting appears unlikely, according to Germany\u2019s Chancellor Merz.<\/p><p>The US imposes 50% tariffs on Indian imports over Russian oil, prompting diplomatic pushback as Modi heads to China, while Japan presses the US to implement July\u2019s trade deal on car and parts tariffs, with timing still uncertain.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-4003ef3 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"4003ef3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cb69e63 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"cb69e63\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Credit<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-715cd65 elementor-widget elementor-widget-heading\" data-id=\"715cd65\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><em>French<\/em> Yields Surge on Fiscal Worries<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-80fd527 elementor-widget elementor-widget-text-editor\" data-id=\"80fd527\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>DXY gains on resilient US macro data, including lower jobless claims and higher Q2 GDP, while Euro weakens amid European market sell-off and France\u2019s budget confidence vote.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-c4528a8 e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"c4528a8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-026a8c6 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"026a8c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">FX<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-31ba7fe elementor-widget elementor-widget-heading\" data-id=\"31ba7fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><em>Dollar<\/em> Supported as Euro Slips on French Fiscal Worries<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9367077 elementor-widget elementor-widget-text-editor\" data-id=\"9367077\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>DXY gains on resilient US macro data, including lower jobless claims and higher Q2 GDP, while Euro weakens amid European market sell-off and France\u2019s budget confidence vote.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"has_ae_slider elementor-element elementor-element-22d394a e-con-full e-flex ae-bg-gallery-type-default e-con e-child\" data-id=\"22d394a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19b3000 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"19b3000\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Commodities<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1dacf67 elementor-widget elementor-widget-heading\" data-id=\"1dacf67\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><em>Gold<\/em> and <em>Oil<\/em> Rise Amid Fed Scrutiny and Geopolitical Tensions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3590465 elementor-widget elementor-widget-text-editor\" data-id=\"3590465\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Gold gains amid Fed political scrutiny and Trump\u2019s tariff threats, while oil climbs on stalled Russia-Ukraine ceasefire talks, risks to Russian energy infrastructure, US crude drawdowns, and US-EU sanctions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A brief recap of the market\u2019s past week, by Bordier Singapore<\/p>\n","protected":false},"author":5,"featured_media":23432,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_seopress_robots_primary_cat":"none","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","footnotes":""},"categories":[19],"tags":[151],"news_country":[12],"news_language":[38],"class_list":["post-23431","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insights","tag-elementor-post","news_country-singapore","news_language-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/posts\/23431","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/comments?post=23431"}],"version-history":[{"count":5,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/posts\/23431\/revisions"}],"predecessor-version":[{"id":23614,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/posts\/23431\/revisions\/23614"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/media\/23432"}],"wp:attachment":[{"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/media?parent=23431"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/categories?post=23431"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/tags?post=23431"},{"taxonomy":"news_country","embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/news_country?post=23431"},{"taxonomy":"news_language","embeddable":true,"href":"https:\/\/www.bordier.com\/es\/wp-json\/wp\/v2\/news_language?post=23431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}