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The Market Is Grappling With Two Major Unknowns

The Market Is Grappling With Two Major Unknowns By Stefan Koopman, Senior Macro Strategist at Rabobank President Trump began this week’s Monday‑morning jawboning ahead of schedule. Speaking to reporters aboard Air Force One on Sunday evening as he returned to Washington DC, he talked up the negotiations with Iran, said that Iran’s new leadership already constitutes “regime change” and praised the “deal” with Iranian speaker Ghalibaf to allow up to 20 Pakistan-flagged oil tankers to pass through the Strait of Hormuz under Iranian (!) escort. Markets have already brushed aside Trump’s comments,...
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Aug 26, 2026 / Tyler Durden
US-Canada Trade War Threatens Electricity Imports, Prices
US-Canada Trade War Threatens Electricity Imports, Prices By Robert Walton of UtilityDive An escalating trade war between the United States and Canada is once again threatening to ensnare the electric power sector at a time when consumers are already stretched thin. Canada is expected to announce retaliatory tariffs on U.S. goods Tuesday after President Donald Trump’s 50% tariffs on about $20 billion in Canadian goods went into effect over the weekend, with threats of more on the way. On Monday, Ontario Premier Doug Ford told the Associated Press that “everything is on the table,” including...
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Aug 14, 2026 / Tyler Durden
House Committees Detail Harvard Ties With Chinese Entities In New Report
House Committees Detail Harvard Ties With Chinese Entities In New Report Authored by Aldgra Fredly via The Epoch Times, A report released by House committees on Aug. 13 alleged that Harvard University prioritized financial ties over American national security and received more than $600 million from China, the most of any U.S. university. Harvard University in Cambridge, Mass., on March 29, 2026. Learner Liu/The Epoch Times The report, released by the House Select Committee on China and the House Education and Workforce Committee, alleged that Harvard created a nonprofit called Harvard Global to...
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Aug 17, 2026 / Tyler Durden
China Economic Growth 'Downside Risk' Looms; Goldman Warns After July Macro-Miss-Fest
China Economic Growth 'Downside Risk' Looms; Goldman Warns After July Macro-Miss-Fest China’s July activity data weakened from June, missing market expectations across the board, and signaling a soft start to Q3 amid continued divergence between resilient exports and subdued domestic demand. Originally slated for publication late last night (US time), the data release was delayed for five hours after the statistics agency revised its schedule in a break with recent practice. Industrial production (IP) growth slowed to 4.5% yoy in July from 5.3% yoy in June, reflecting slower export growth and...
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