And the three ways Europe can retaliate...

"I am staking my own political future as prime minister on this election. I want the public to judge directly whether they will entrust me with the management of the nation."

"The administration is focused on bringing inflation and treasury yields down and Europe may be able to influence both. " - George Saravelos

Europe is the new Balkans that risks becoming the plaything of empires.

"The Supreme Court will likely hear arguments in the case this spring..." 

"Markets are sensitive to the dynamic developments regarding new tariffs as a basis for negotiating security issues. Rising uncertainty, as seen last year, will weigh on all markets."

As investors are caught between fear of missing out on a further stock market rally and the building geopolitical risks, they can take a cue from the derivatives strategists at the biggest Wall Street banks. 

...the sector’s recent rally is starting to look less like a rates trade and more like a policy-vibe trade...

"The renewed trade conflict also feeds broader geopolitical concerns, including NATO cohesion..." 

The new DeepSeek model “has the potential to disrupt the sector again, underscoring China’s position as the main rival to US AI supremacy,”

...becomes valuable when chaos erupts or supplies are threatened

"if Trump approval doesn’t improve by end-Q1, mid-term election risks grow and tougher for investors to remain long “Trump boom” cyclicals" - Michael Hartnett

"Affordability, particularly in the context of housing, has recently been a central focus..." 

...there's a bull market on “broadening out” trades

Next week, earnings will take center stage as the primary market drivers...

“I cannot believe that we committed to non-profit if three months later we’re doing b-corp then it was a lie.”

"Macy’s has been a valued member of our community since 1986 and has consistently been one of Cheshire’s top ten employers, making this a significant loss for our town.

...tailwinds to growth are hitting through H1 from the fiscal impulse, FCI impulse, fading tariff impacts and AI productivity gains...