Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum

Fed spies and mail-ordered brides. Market update
Part II: China Goes All In On Trade And Depreciates The CNY

Is This The End of American Exceptionalism?
RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics

Is US economic exceptionalism over? Presentation by Alan Brazil
Ozempic 3.0 | Markets Update

GLP-1 “fat shot drug.” More good news to come?
India-Pakistan | U.S.-China Trade | Citadel

A very busy weekend in geopolitics…
Houthis | India-Pakistan | Israel | AI | Trade ‘Deal’

Paul Tudor Jones’ AI vision
SOM | Is This The End of American Exceptionalism?

Video presentation and slides
Bessent | USA “Credit Risk”

Oops!… He did it again
Brent Donnelly | Time To Reload USD Shorts

Six reasons to jump back in the pool
Middle East | Temperature Rising Again

Guest contribution by former British “diplomat” in the Middle East