"...the breaking of the world order, the end of a pleasant fiction and the beginning of a brutal reality where the geopolitics of the great powers is not subject to any constraint..."
"Over the past 24hrs the risk off sentiment has clearly exacerbated"
What Smart Money Knows
Sponsored Content By Polymarket
Sponsored Content By Polymarket
“Conciliatory remarks by Trump would surely improve the mood in markets but, in my view, wouldn’t trigger a strong rally unless yield curves come down.”
...markets should be far more open to upside inflation risks…elevated dispersion challenges the prevailing narrative of benign, linear disinflation…
... the European Union is “not taken completely seriously” by world leaders because of its “suicidal migration policy” and “nonsense climate goals”...
Estimate your earnings
oz
Calculate earnings

"We found that ~14% of ASO stores are within 25 miles of the World Cup stadiums, compared to ~12% at DKS, while noting..."
The site sits near key financial and communications infrastructure in central London...
"The shortfall is likely to persist over the medium to long term with a possibility of a non-recovery."
Any potential threat by Europe to sell its Treasuries in retaliation for President Donald Trump’s aim to annex Greenland is likely to be an empty one...
"Imagine if, in your country, thousands of people had been killed. Would you have the heart to go out dancing in a bar?"
“I know of no other country that makes things so expensive and difficult as Germany...”
Signs of an active war...

An end of the Ukraine war may have as devastating economic and political consequences for Europe...
- US President Trump said Iran will be "wiped off the face of the Earth" if Iran attempts to carry out an assassination threat against him, NewsNation reported.
- US President Trump said having Greenland makes a much more effective golden dome, will probably be able to work something out with Europe at Davos.
- JGBs rebounded slightly, with the 40-year yield falling below 4% as Japan's Finance Minister called on investors to calm down; USD/JPY chopped around 158.
- European equity futures are indicative o
Tehran will never bow down to the diktats. The neo-Caligula regime change obsession – in fact mirrored as a NATOstan obsession – will keep ruling. Tehran is not intimidated...
Following a reliable peanut subsidy and months of patient courtship, the birds apparently agreed to join the cause.







































