While Index Volatility Has Abated, Goldman's Traders Note "The Pain In Market 'Themes' Has Been Extreme"

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...themes and factors have not been this volatile vs the market in 5+ years (the realized spread is ~36)


EU And UK Launch Digital War On America’s Tech Giants: Censorship As Trade Policy

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London and Brussels are coordinating their attacks on US tech giants. Under the flimsy pretext of consumer protection, they are trying to lay the groundwork for far-reaching censorship designs through multi-billion-dollar fines.

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US-China trade talks advance, whilst US-Canada relations remain sour; US equity futures firmer - Newsquawk US Opening News

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US and China reached a framework for Trump-Xi talks this week. US tariff increase on China averted, China was said to have agreed to delay a new rare earth exports licensing regime for a year.

WIRED Says Chatbots Pushing Russian Propaganda, Forgets To Cite Any Propaganda

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Is the Russian propaganda in the chat with you right now?


30% Of Americans Say They Can't Afford A Holiday

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...the highest proportion of respondents of the 20 countries included in the survey


Fab Five Fundamentals

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"Second-best over the history of our data set"

Antifa Retreats From Portland ICE Facility After Police Dismantle Encampment

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What did the Trump administration say to Portland officials? 


Germany Blows Up Last Nuclear Plant Towers While Economy Collapses

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On Saturday, the last cooling towers of a German nuclear power plant were demolished in Gundremmingen, Bavaria. Germany thus continues, symbolically and materially, its isolated energy policy path


These Are The World's Most Educated Populations

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Canada, Ireland, and South Korea have some of the highest shares of tertiary-educated adults (55–65%)...


Orbán Vows Hungary Will Remain 'Island Of Peace' And 'Migrant-Free' As He Likens Brussels To Soviet Oppressors

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“The pro-war countries have already formed a coalition of the willing,” Orbán declared. “They are willing to send others to die..."


Danish Commercial Warns White Citizens About Breeding With Other Whites

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The ad, paid for by Denmark's state TV, suggests Danish whites are "inbreeding" unless they find more "exotic" partners... 


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  • US and China reached a framework for Trump-Xi talks this week. US tariff increase on China averted, China was said to have agreed to delay a new rare earth exports licensing regime for a year.
  • The US is to immediately raise tariffs on Canada by another 10%.
  • APAC stocks are mostly higher, ES is up by the best part of 1%, Eurostoxx future firmer by 0.6%.
  • DXY flat with the USD showing a mixed performance vs. peers; softer vs. risk-sensitive currencies, firmer vs.

Germany's Geopolitical Freefall: Beijing Shows Berlin The Red Card

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Germany’s dramatic economic collapse is dragging its geopolitical standing down with it. Foreign Minister Johann Wadephul has now learned what it means to be treated as a second-tier diplomat, receiving the red card from Beijing


The Great Nicobar Island Project Is The New Lynchpin Of India's Act East Policy

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The global systemic transition to multipolarity is such that Great Powers like India are independently advancing their interests vis-à-vis their peers like China...


mRNA Vaccine For Birth Defects Didn't Work Well, Won't Be Continued: Moderna

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The vaccine targeted a virus linked to birth defects.


California And Chicago Move Toward Taxation Armageddon

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...behold, the great sucking sound.


Bank of England Warns Of Devastating Fallout As AI Debt Bubble Pushed To The Limit With Record Oracle, Junk Bond Deals

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“Banks would be exposed to this directly through their credit exposures to AI companies, as well as indirectly through their provision of loans and credit facilities to private credit funds and other financial institutions.”


James Carville Wants "Walk Of Shame For Collaborators" Once Trump Leaves Office

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Trump allies would be shaved bald, forced into orange pajamas, and paraded down Pennsylvania Avenue while people get to spit on them...


How AI Is Becoming Weak Link In Cybersecurity

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"It is very much similar to pinning your confidential files on a public noticeboard and hoping no one takes a copy," a data protection expert said.


Hartnett: A US-China Trade Deal May Be The End Of The Rally

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"Buy rumor, sell fact"