"Demand for AI continues to grow exponentially..." 

 

...the options market is “positioning for more than just a short-term price jump, consistent with gold carrying a geopolitical and confidence premium,”

"The bigger signal is policy coordination. If markets interpret coordination as a willingness to tolerate easier global dollar conditions, especially alongside a dovish Fed reaction function, that could reinforce short-term dollar downside."

...strongest annual growth since June 2022.

The 34-page Pentagon document offers specific steps the military will take to support Trump’s broader security and foreign policy strategy.

Two years without a >7% drawdown, record foreign inflows, peak HF positioning - Europe's momentum trade looks increasingly stretched.

EU's Grok investigation comes shortly after Europe plans to launch its own X-like social media platform called "W," a... 

Together with its main pillars Berlin and Paris, the Brussels-based EU Commission is pushing forward the systematic construction of a censorship apparatus to suppress its own failures from public debate.

"We continue to believe that Uber & Lyft will operate as an asset-light third-party (3P) marketplace for AV fleet operators..." 

Policy choices turned an oil-rich democracy into a petrostate, then into an authoritarian economy where repression followed redistribution...

The United States and Europe are both facing critical transformer shortages and aging and inadequate grid infrastructure, and the threat that this shortage poses to energy security is already being felt through historic blackouts

CTAs could sell up to $154 billion and vol control could add another $48bn of unwinds in a down market next week (BofA)

US Senate Minority Leader Schumer threatened a partial government shutdown over DHS funding following the fatal shooting of a Minneapolis man by a Border Patrol agent on Saturday.

...reading this broadening as a healthy signal for US equities and expect it to continue.

Asset managers are running the biggest VIX shorts in a decade, hedge fund leverage is at record highs, and retail just logged one of the largest dip-buying days of the year.

"This level of engineered chaos is unique to Minneapolis. It is the direct consequence of far left agitators, working with local authorities." 

Ursula von der Leyen has survived yet another no-confidence vote, but the real story is how the EPP leadership enforced unity through threats and internal sanctions. As conservative opposition grows, party discipline in Brussels is increasingly replacing democratic debate. 

Global inflation is projected to ease from 4.2% in 2025 to 3.7% in 2026...

Ethereum developers to launch biweekly sessions on quantum-resistant transactions as Foundation commits $2 million in new funding to harden core cryptography...

Despite living in the world’s largest economy (and spending the most of healthcare), Americans have shorter life expectancies than residents of many other wealthy nations...