South African Farming Crisis May Trigger Food Shortages Across The Continent

President Donald Trump said that there was progress in talks with Iran towards a peace agreement.  “The negotiations are proceeding in an orderly and constructive manner, and I have informed my representatives not to rush into a deal in that time is on our side,” the President wrote on Truth Social Sunday. “Our relationship with […]

Israeli forces continued to carry out attacks on southern Lebanon, even as they geared up for yet another round of talks with the Lebanese government in the wake of more than half a dozen agreements with them that failed to do anything to stop the ongoing war. Airstrikes were reported in Baraachit and Beit Yahoun, […]

Bernstein Puts Timeline On When EU Rearmament Supercycle "Goes Boom" Readers by now know how we've laid out the looming rearmament supercycle in the West colliding with the "own the bottlenecks" theme, as resource nationalism makes industrial metals and rare earths scarce because of Beijing's export restrictions. Adrien Rabier, Bernstein's equity analyst covering European aerospace and defense, penned a note on Tuesday explaining why the European defense rearmament cycle remains a top investment theme and even outlined a timeline. In a report titled "European Defense: Beyond the order boom," Rabier said...