December CPI Preview: Snapback From Govt Shutdown Distortions

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"The setup is one where markets are bulled up, but the data suggest that a hawkish print is more likely than a dovish print; but, the market outcomes are skewed bullishly"


Trump Imposes 25% Tariff On Any Country Doing Business With Iran "Effective Immediately"

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"Effective immediately, any Country doing business with the Islamic Republic of Iran will pay a Tariff of 25% on any and all business being done with the United States of America. This Order is final and conclusive."


Orsted Shares Jump After Judge Allows Trump-Halted Wind Project To Resume

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"There is relief in renewables, {UBXERNEW} up 50bp, as ORSTED is given the green light..." 


RFK Jr. Alleges Germany Targeting Doctors For Legitimate Vaccine, Mask Exemptions

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“When any government criminalizes doctors for advising their patients, it crosses a line that free societies have always treated as sacred.”


US Market Open: US equity futures are modestly lower, whilst DXY is flat as market awaits US CPI - Newsquawk US Opening News

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European bourses are tentative whilst US equity futures are modestly lower as markets await US CPI.

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The 15 Fundamental Charts That Caught Our Eye

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A visual tour through fifteen charts that caught our attention, starting with how rich the 1% are and ending with horrible man-colds.

DC, New York Brace For Deep Mid-January Freeze

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Brrr...


The Good, The Bad and The Ugly on Valuation

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A look at global equity valuations shows a market that is expensive in places, defensible in others, and increasingly reliant on late-cycle assumptions.

Eastern Mediterranean Geopolitics Are Becoming More Complex

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Tensions are growing between Turkiye-Pakistan and Israel-Cyprus-Greece...


400 Professionals. One View. What Could Possibly Go Wrong?

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Goldman’s investor survey shows record optimism on growth, rate cuts, equities and commodities. And the Copper Clan now > Bitcoin Bros.

Le Pen's Political Future Hangs In The Balance As Appeal Begins This Week

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Le Pen has accused the judiciary of politically motivated targeting...


EU Official Plotted To 'Organize Resistance' Against Hungary's Orban, Files Show

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Hungary on the verge of EU subjugation?...


China–EU EV Conflict Nears Resolution As New Pricing Framework Emerges

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The conflict dates back to the EU’s 2023 anti-subsidy probe, which resulted in 2024 duties of 7.8% to 35.3% for five years.


Germany's Mittelstand Succession Crisis: Who Will Take the Reins?

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Germany faces a demographic and political time bomb as over half of Mittelstand owners age out and successors vanish. Political interference, taxation, and cultural shifts are deterring young entrepreneurs from stepping in, threatening mass closures and lost value. 


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Trump admin nears a deal with Taiwan; trade deal would cut tariffs and include a commitment from TSMC (TSM) to build more manufacturing plants in the US.

A Paleoconservative Rips Apart Trump's Venezuela Overthrow

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 Who are you going to believe; me or your lying eyes?


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Day 1,419: The Russia-Ukraine Conflict Just Surpassed Soviet War With Nazi Germany

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One end result is Ukraine will be left with a military larger than any of its European backers...


Money And Power: Fiat Currency, Monetary Corruption, & The Architecture Of Extraction

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A free society cannot rest on a monetary foundation that requires ignorance to function...


Behind The Utter Failure Of Russian Anti-Air Systems In Venezuela

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Military told to stand down? or were the S-300s derelict & inactive...


10 Commandment Displays Became Law In Texas, Then The Lawsuits Came

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A federal court is expected to hear lawsuits filed against laws in Louisiana and Texas directing schools to post the Ten Commandments.