Markets No Longer Allocate Critical Resources
China controls more than 90% of refining capacity for graphite and rare earths, giving Beijing leverage over battery materials and modern hardware supply chains.
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Geopolitics
Global power shifts, policy, and conflict risk feeding directly into markets.
White House warns staff off prediction-market bets on nonpublic information
The White House warned staff not to use non-public information for prediction-market bets as scrutiny grows over geopolitical trading and possible leaks.
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Polymarket pulls Iran rescue wager after Moulton criticism
Polymarket pulled a wager tied to a U.S. rescue mission in Iran after Rep. Seth Moulton called it “DISGUSTING”.
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Two-week window tests global commodity markets
Widdershoven says cargoes still move, but rising insurance costs and weaker delivery confidence are pushing buyers toward security-first procurement.
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Wall Street prices the Iran war headline by headline, NYT says
Jeff Sommer says the range of outcomes stays "staggeringly broad" as Wall Street prices the Iran war headline by headline amid Trump signals on escalation and talks.
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CFOs plan for $100 oil as Hormuz closure persists
Executives and traders see about a 2-week window to reopen the Strait of Hormuz before oil jumps again and companies plan for months of disruption.
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China’s Structural Slowdown: Real estate, debt & demographic drag
In Q3 2025, Services delivered $87.1B as Search grew 15% to $56.6B and Google Cloud climbed 34% to $15.2B with 23.7% margins.
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Europe Rethinks Strategy Against Trump’s Greenland Pressure
European leaders face growing pressure to adopt tougher responses to Trump's aggressive actions over Greenland.
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