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DOJ going rogue / Trump's Board of Peace : $1bn / Insurrection Act on MLK day..? / JGB'S ! / Tariffs escalation

  • Writer: Stéphan
    Stéphan
  • 8 hours ago
  • 3 min read

  • Markets :.. 30year JGB yields jump another 12bps to 3.61 (10's 2.27%..'''YIELDS will keep rising until something breaks'...old bond market adage...), Trump’s entire foreign policy is just: “Pay up, shut up, or I’ll punish you.” And now the world is responding the only way adults do: By cutting him off.... EU readies €93bn tariffs in retaliation for Trump’s Greenland threat Europe could also threaten to restrict US companies’ market access in run-up to crunch talks at Davos, MUSK seeks up to $134bn damages from OpenAI and MSFT!, America’s $38 trillion national debt is so big the nearly $1 trillion interest payment will be larger than Medicare soon,  Salesforce have admitted, both internally and publicly, that they massively overestimated AI’s capabilities, Private credit investors pull $7bn from Wall Street’s biggest funds, Bessent says the US must take Greenland because Europe is too weak to ensure its own security, Republicans are facing growing calls to impeach Trump over his 'insane' desire to annex Greenland

  • Trade : India’s free trade agreement with the  European Union will be the “mother of all deals,” says Indian minister Piyush Goyal, India slaps a 30% import duty on US pulses, in retaliation for higher tariffs previously imposed by the United States on certain Indian goods, Europe may expel US military bases from its territory if the US annexes Greenland, - The Economist. The EU also may impose sanctions against US technology companies, The Moscow Times: Urals < $40 — driven by Ukraine strikes — first time since 2020! pretty bad news for RU revenues/budget..

  • FT - Broad mandate of Trump’s Board of Peace sets it up for rivalry with UN Body was originally planned to oversee Gaza but charter’s expansive wording suggests it could mediate in other conflicts, Trump got some big ideas !

  • The U.S. is preparing a possible deployment of two Army battalions to Minnesota totalling about 1,500 paratroopers from the 11th Airborne Division. That’s an elite rapid-response combat unit >>> could well be announced today, MLK day.. was leaked over the weekend too

  • US Oil production now 20% of Global Oil Production!

  • DOJ is now arguing that no court can force it to release the Epstein files >>> DOJ is a now officially a rogue state player that only reports to the President, & Trump has no plans to follow any rule of law that he dislikes


Deutsche Bank on the Greenland tariff fight: Europe has real leverage because it’s “America’s largest lender.” DB estimates Europeans hold about $8T in US bonds and equities, nearly 2x the rest of the world combined. With USD exposure still high, more Repatriierung/Umschichtung out of dollars could pressure Treasuries, lift Renditen, and weigh on the Dollar.



This looks really ugly




Funds managed by Apollo, Ares and Blackstone were among those hit by redemption requests in late 2025





Trump got some big ideas!




"Recently, senior executives at Salesforce have admitted, both internally and publicly, that they massively overestimated AI’s capabilities. They have found that AI simply can’t cope with the complex nature of customer service and totally fails at nuanced issues, escalations, and long-tail customer problems. They even say that it has caused a marked decline in service quality and far more complaints. But the problems go far deeper than that.













 
 
 

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