Data Centers, Power Infrastructure, Healthcare Set To Lead Next Phase Of Construction Boom

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"We come away from our discussion with a continued outlook for private non-residential construction spending to return to growth..." 


US equity futures higher, JPY gains on reports of a BoJ hike as early as April - Newsquawk US Opening News

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A White House Official said the chip announcement on Wednesday was 'phase one' action and there could be other announcements, pending ongoing negotiations with other countries and companies.

They Seek It Here, They Seek It There...

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Is recession risk really only 1% as some market based indicators are saying?

China Leads Global Coal Power Additions Despite Renewables Push

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China continues to nearly single-handedly prop up global coal consumption and new coal-fired power generation, despite being also the world’s leading investor in renewables and battery storage...


Danish Intelligence Confirms The Russia-China Threat To Greenland

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Trump: "if you take a look outside of Greenland right now, there are Russian destroyers."


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If You See A Bubble - Ride It

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The Gangnam Style KOSPI Bull Bubble - Too Good To Ignore?

What's Behind Washington's Signaling Support For NATO Troops In Ukraine?

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It might be a negotiating tactic to pressure Russia into concessions on its maximalist goals in the conflict as a quid pro quo for not reprioritizing Russia’s containment over China’s...


Nervous-Looking Macron Urges Military To Produce Own Version Of Russia's Oreshnik

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Says France is within range of the hypersonic missile...


A Greenland-To-Patagonia Defense Axis

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While President Trump’s ambition to control Denmark’s massive territory of Greenland has many strategic merits, it is also politically problematic and risks wasting scarce political capital that could be directed toward a far greater prize.


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DXY falters on reports of potential BoJ hike; European equity futures pointing to a softer open.

Trump Kicking BRICS Out Of The Americas

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The underlying reason for Trump’s neo-Monroe Doctrine has to do with preserving dollar (and U.S.) supremacy in the world...


PJM Trims Near-Term Load Forecast On Stricter Data Center Vetting, Economic Outlook

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However, the PJM Interconnection expects long-term load growth to surge past its estimates released a year ago...


First European Troops Arrive In Greenland In Dark Of Night

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Macron vows further "land, air & sea assets" in coming days...


Banks & Big-Tech Lift Stocks As 'De-Escalation' Sends Oil, Gold, & Crypto Lower

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...TSMC beat, respite in geopol wrecking ball, tariff 'sell the news', and strong macro data send rate-cut odds tumbling...


36,000 Refugees Could Not Provide IDs When Entering US After Afghanistan Withdrawal: Deputy IG

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Several thousand also said they did not know their date of birth when asked upon entering the United States...


Day One Of UBS China Conference Reveals Emphasis On Humanoid Robotics

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"Robotics has climbed the agenda from previous years, but humanoids..." 


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Inflation And Revolution

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Iran has experienced the sort of inflation that brings down whole governments...


Muslim Nations Scramble To Acquire Pakistan's JF-17 Fighter Jet

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Showcased in flash war with India last year: largest & most high-tech air battle of the young 21st century.


"It Has Cast A Shadow Over The Permian": Drilling Slows In Texas As Venezuelan Oil Policy Raises Concerns

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In the Permian Basin, the heart of U.S. fracking, drilling activity has slowed..


The Whining Of Jacob Frey

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Frey complained that red states have more illegals to be rounded up. Maybe that's because, unlike his state, those states are creating jobs. What is he creating?