...an "unusual" number of US jets in the air...

The narrative that “AI will eat software” has run far ahead of reality. Agentic AI tools marks an important evolution, but it does not constitute an existential threat to the core of the enterprise software industry...

The BEA reported that the US economy grew at just 1.4% in the fourth quarter, the slowest growth since the tariff shock of Q1 2025; this was the direct result of the government slowdown subtracting 0.9% from GDP in Q4. 

Agents are looking at whether funding was sent through U.S.-based nonprofit groups and whether any of those nonprofits had tax-exempt status.

...Services dominate cost increases as spending outpaces incomes once again...

The ECB has announced a drastic expansion of its euro repo facility for the global central banking system. Is Frankfurt bracing for an impending liquidity crisis...

“Geopolitical stories are really notoriously difficult to price. Right now it’s almost impossible to assign probabilities to any outcome, given how quickly those narratives change.”

The late-90s hardware vs services split is back. Last time it didn’t end with a gentle consolidation.

Citigroup analyst "expects a number of competitive launches in the smart eyewear market over the next 12 to 24 months."

When all the ‘release valves’ for a civil society have been welded shut, society stops being 'civil'...

Crowded longs, dealer gamma flips and systematic selling threaten a sharp shakeout.

For too long, Germany’s economy has watched political developments from the sidelines – perhaps far too long. The cost pressures triggered by the energy transition and Brussels’ extensive regulatory policies are now reflected in business results.

Russell rotation roars ahead — while traders quietly bid up protection.

"Military action in the Middle East will likely take VLCC rates to levels not seen since 2019." 

EU-funded NGOs are pursuing election data to examine foreign interference in the Hungarian election...

Biden’s border chaos wasn’t accidental... it was a political strategy to reshape America’s electorate and expand left-wing power...

In inflation-adjusted 2025 dollars, U.S. defense spending is more than $400 billion higher than in the late 1990s...

Even as volatility shifts beneath the surface, Goldman maintains that cyclical assets — especially where valuations remain attractive — deserve the benefit of the doubt.