Regardless of however the "friendly competition" evolves between Germany and Poland over leading NATO 3.0 , one thing is certain, and it's that US-led creative energy diplomacy will likely shape the post-war European security architecture...

• US President Trump is considering joining Saudi strikes against Yemen's Houthis following deadly airport attacks, while Iran reiterated that Hormuz will only reopen once the US fulfils all seven conditions.
• US President Trump announced a potential Russia-Ukraine energy ceasefire and a diesel deal with Russia, sparking criticism from US lawmakers.
• APAC stocks traded mixed amid geopolitical tensions and holiday-thinned trade; US equity futures gained, while European futures point to a positive open.

What will you refuse to forget how to do?

Muse growth peaking... and now for the bill

Progressive activists always take the side of the villain... 

“The biggest challenge I see for most investors — especially those who only recently got into Korea for the memory chip trade — is that the easy money in that theme has been made”

But there's a catch...

While investors are being asked to fund the AI rollout, progress in turning that investment into meaningful returns has so far been underwhelming. Those concerns are being echoed across all global markets.

"The recent sharp increase in global interest rates is exposing the unsustainable reality..." 

Hartnett’s “most bullish event” (an October hike) and his “most bearish outcome” (a Democratic sweep) are on the calendar less than a week apart, and the market prices the first at just 17% and the second at 64%. That’s a lot of asymmetry

Building a ship in the United States costs four to five times as much as in China or South Korea...

You had the media funded by USAID. You had the universities funded by USAID. You had the staffers of the Supreme Court and the TSE (Superior Electoral Court), the election court, USAID

"Billions of dollars are in play now."

Is there enough public interest in visiting the monument to the greatness of Barack to keep it afloat?

...more tankers attacked, more strikes on Riyadh's airport, IEA urges more reserve releases...

Every time a tanker hits a mine in the Strait of Hormuz, a Republican incumbent somewhere loses a few tenths of a point... But Goldman shows why Democrats' sweep odds usually fade from here.