🌎 Outlook 2026 Series | The Tariff War's Final Chapter Trump's tariffs: Supreme Court drama aside, they're not going anywhere. Why? Trump designed tariffs to AVOID what hurts America most. → Semiconductors? Mostly exempt → Rare earths? Protected → Pharma? Light touch

https://t.co/JlEKeXGcka

The logic of the yen’s fall and the Nikkei’s rise is back! 円と日経の相関が急上昇　高市首相、日銀に利上げ見送りを迫る Markets read PM Takaichi Sanae’s call to delay hikes as a green light for risk. The JPY–Nikkei correlation just spiked back into positive territory.

JPMorgan has begun rolling out JPM Coin to institutional clients on Coinbase's Base blockchain, enabling 24/7 settlement in seconds. Following successful trials with Mastercard and B2C2, the bank plans to expand access and add euro-denominated tokens pending regulatory approval.

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SoftBank exits Nvidia position for $5.8B to fund AI ambitions The firm sold its entire stake after a 93% gain, using proceeds to finance Masayoshi Son's expanding AI portfolio—positioniong SoftBank as a pivotal financier in AI infrastructure, with plans for a $30B OpenAI

https://t.co/BhkKNVWg8O

In the AI race, there still is concern over whether US chip controls failing to contain China's AI ambitions. However, a few key details suggest otherwise. 🔹 Output gap is substantial – US production of advanced AI chips will be 25× China's this year, widening to 40× next year

TSMC shares are up 36% in Taipei this year, driven by insatiable AI demand. The chipmaker now represents 43% of Taiwan's Taiex—and nearly 12% of both the MSCI Emerging Markets Index and MSCI Asia Pacific ex-Japan Index. A single company carrying this much weight in major

BREAKING: White House considers executive order targeting proxy advisers and index-fund voting power Trump administration officials are discussing measures that could restrict ISS and Glass Lewis from issuing shareholder recommendations, particularly where conflicts of interest

⚠️According to ADP, in the four weeks ending October 25, the U.S. private sector saw an average weekly decrease of 11,250 jobs. 📉

SoftBank exits Nvidia position for $5.8B to fund AI ambitions The firm sold its entire stake after a 93% gain, using proceeds to finance Masayoshi Son's expanding AI portfolio—positioniong SoftBank as a pivotal financier in AI infrastructure, with plans for a $30B OpenAI

🚨BREAKING: 🇬🇧UK unemployment rate rose to 5% in September, the highest since February 2021. In October, jobless claims increased by 29,000, the largest rise since July 2024.

🚨 BREAKING: 🇨🇳 China's State Council has unveiled 13 measures to liberalize state-dominated sectors for private capital, raising ownership caps beyond 10% in key projects and easing barriers amid weak demand and trade frictions. Key openings: Feasibility assessments for private

🇨🇳 China's proposed VEU system for rare earth exports prioritizes blocking US military access, excluding firms with defense ties while expediting licenses for civilian end-users. This targeted carve-out fulfills Xi's truce pledge to Trump, easing flows for EVs and commercial

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Crypto market breadth has dropped to 13%—a sign of overly pessimistic sentiment. When readings fall below 20-30%, it often marks oversold conditions and a potential rebound as fear subsides. Could we be nearing a bottom? 👇👇👇 #Crypto #Bitcoin

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Santa Clara data centers sit empty 6 years after approval—not due to zoning or financing, but lack of electricity. This is the real constraint on US AI infrastructure: power supply can't keep pace with demand. Aging grids, slow transmission upgrades, and regulatory bottlenecks

🩺 Weekly Commentary | House to House Resuscitation US gov shutdown "resuscitation" incoming? Senate breakthrough could flood markets with $1T liquidity boost, easing repo chaos. Meanwhile, Taiwan's AI exports explode 50% YoY—NVIDIA's GB300 ramp-up in full swing! Weak jobs data