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Europe's one objective in New York is air defenses for Ukraine — Bloomberg Podcasts
11 arguments: Why the Saudi crown prince has been turned down twice on strikes, what the EU has stopped being able to do, and the energy alert Europe is…
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India graduates 11M students a year, 800K of them engineers, Wall Street Week finds
8 takeaways: Blackstone's best private equity returns anywhere came from India, why a graduate's odds of a formal job keep falling, and the 30-day…
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The quarter-point hike was political, not economic, says Sri-Kumar Global's president
14 predictions: Why he wanted 50 basis points, when the second hike lands, and the reason he says the Treasury's bond buyback failed on its own numbers
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Aurelion co-founder: gold gets to $5K an ounce, and oil does not go above $120
9 calls: why he sold his miners in January and is buying them back, the two ways he owns uranium, and the photonics supplier that told him copper is a…
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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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87% of EV investment went into red states, says Reuters' US autos editor
15 numbers: The $160B six-year build-out, why announced EV projects fell from more than $50B a year to a $3B pace, and the 26,000 promised jobs that…
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80% of voters have a negative view of AI, PIMCO's public policy head finds
11 takeaways: The base case of a Democratic House and a Republican Senate, the 2031 Social Security deadline she thinks finally forces Congress to act…
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Justin Wolfers: labor's share of income is the smallest in recorded history
15 arguments: why he blames the AI build-out and the deficit for the global bond selloff, what the $5,000 checks would actually cost, and why the…
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Joe Overdevest: 85% of Canadian goods still enter the US tariff-free
10 insights: Why Canada is beating the S&P 500, the capital its banks have just been allowed to release, and the state whose pause on data centers he…
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Jess Hertz: 75% of AI-attributed orders came from outside the top 100
13 lessons: The Slack agent that has taken 15M actions in 5 months, why complexity is the moat rather than the problem, and the compensation plan she…
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Ed Conway: one Birmingham factory makes 55% of the world's supply of a car part
13 insights: Why spreading production across the world concentrated it instead, what the 2011 tsunami exposed about Toyota, and why bringing…
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