Why JPMorgan's Desk Thinks The Greenland Standoff Ends In A Bullish "Negotiated Arrangement"

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"Trumpism is causing some volatility, and it is hitting markets at a point where there is an orange flag on the risk of an Equity drawdown (think of TPM 4w change, EM Risk Appetite, Bull/Bear etc.)."


Trump Threatens 200% Champagne Tariff After Macron Rejects 'Board Of Peace'

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"Oh, did he say that? Well, nobody wants him because he's going to be out of office very soon." 


Even For Tech, Europe Is The Place To Be Right Now

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A key reason why European tech is burning brighter is its heavy exposure to chip equipment names...


JGBs Implode, Gold Soars: The Trade CNBC Ridiculed Is Crushing Everything

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He was called "pathetic" on air for predicting higher gold prices and Japanese bonds imploding


Bessent Says MSM Causing "Hysteria" Over Greenland, Downplays Treasury Dumping Threat

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"I am confident that the leaders will not escalate..." 


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Germany's Censorship Frontier And The Rise Of Digital Control

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Schleswig‑Holstein’s Minister‑President Daniel Günther has, in what felt like a genteel salon, pulled back the curtain on the true censorship ambitions of politics...


Don Lemon Faces KKK Act Charges On MLK Holiday

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"There is zero tolerance for this kind of illegal behavior..." 


30Y JGBs in Full Panic Mode — Global Spillovers Have Started

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Japan rates in panic mode — now the US 10Y is breaking out above the 200-day

Global fixed income slips, lead by JGBs; US equity futures in the red amid heightened US-EU trade tensions - Newsquawk US Opening News

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Global fixed income in the red, taking lead from marked pressure in JGBs on fiscal concerns driving JPY action.

UBS: Will There Be Chinese EVs In America?

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"We believe that even for Chinese vehicles built in the US, they would want to leverage..." 


Highest Expectations in 15 Years

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"The strongest continuation of earnings growth following a peak ever."

Market Is Not Well Positioned For Another Risk-Off Episode

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As far as speculators go, Trump's timing is inconvenient...


Russia Restores Mothballed Soviet-Era Jets As Plane Shortage Worsens

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Majority of nation's fleet is foreign-made as US-EU sanctions bite...


Childish Media Games: How The SPD's "Germany Food Basket" Masks State-Driven Inflation

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The “Germany Basket” smell unmistakably like a product pulled straight from the SPD marketing kitchen.


China's 200,000-Satellite Filing Sparks Fears Of An Orbital Power Grab

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Satellites now underpin modern warfare, forming part of the so-called “kill mesh.”


Much Defiance, No Strategy: Germany's Outrage At Trump's Greenland Policy

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There is no denying it: under the current administration, realpolitik is back in the EU-U.S. relationship. Europe must recognize these new realities and approach them with a realistic assessment of its own position. And the current economic situation is anything but rosy.


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Trump threatens France with a 200% tariff on French wines and Champagne; European equity futures are lower - Newsquawk European Opening News

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US President Trump threatened to impose 200% tariffs on French wines and Champagne following France's intention to decline the invitation to join his 'Board of Peace'.

Architecture Of Plunder: Why The Modern Democratic Party Is A Kleptocracy

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"The modern kleptocrat does not break the law; he writes the law to make his theft mandatory."

 


China Flies Military Drone Into Taiwan Airspace For First Time

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"China has found another soft spot. They can repeat this to demonstrate that they can enter Taiwan airspace with impunity. And what do you do if they start flying lower and lower?


Damascus Attacks Syrian Kurds Overseeing ISIS Prison As US Stands By

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"Extremely Dangerous": SDF being sold out while the US watches it happen...