European Stocks Rally
A variety of market dynamics are shaping the financial landscape, from cryptocurrency recoveries following legal victories to consumer good price pressures from tariffs.
Notes
Notes gather my informal reflections, working thoughts, and the weekly commentaries I previously published as a standalone newsletter. They include exploratory ideas, data‑driven observations, and occasional automated analyses drawn from a wide range of financial news sources. Views expressed are my own. Mentions are not endorsements. This is not financial advice.
Tariff Pause
US tariffs on Canada and Mexico are paused for thirty days.
DeepSeek
The AI trade is challenged by a Chinese startup.
47
US President Trump's inauguration signals a new era of American policies.
High Five in China
China met its 5% GDP growth target in 2025. The world awaits for Trump's inauguration.
Bearing North
US President-Elect Trump eyes Panama Canal and Greenland.