Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today Thursday offered markets a rare respite from nonstop geopolitical upheaval. Yet the week's headlines still reflected larger global dynamics. Case in point: Taiwan's $250 billion investment in chip production in the U.S., which is as much a strategic move as a commercial one. The agreement will see the U.S. lower tariffs on Taiwanese imports to 15% from 20% and remove them altogether on other products, such as