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UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
Despite ongoing Gulf-related energy shocks, mounting concerns over a potential energy cliff (read here), and UBS last month reactivating its supply chain stress-watch coverage, another UBS analyst noted Wednesday that the overall structure of global trade remains "surprisingly stable."
Analyst Arend Kapteyn pointed out that the structure of global trade remains far more structurally stable than recent growth trends suggest, even as technology and AI-related categories have driven nearly 80% of recent trade growth while accounting for only...
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Apr 29, 2026 / Tyler Durden
OPEC +/-
OPEC +/-
By Bas van Geffen, Senior Macro Strategist at Rabobank
Brent futures topped $115/barrel, after news broke that US President Trump rejected Iran’s proposal to reopen the Strait of Hormuz. According to CNN’s sources, Iran is expected to submit a revised proposal in the next few days. However, it is unclear why Trump would accept this new version, unless Iran is suddenly willing to make concessions on its nuclear program.
Meanwhile, Reuters reports that US intelligence agencies are studying how Iran would respond if President Trump simply declared victory – suggesting...
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Sep 10, 2026 / Tyler Durden
Trump Admin Proposes Excluding Illegal Immigrants From Census Count
Trump Admin Proposes Excluding Illegal Immigrants From Census Count
Authored by Tom Gantert via The Epoch Times,
The Trump administration is proposing to change how the U.S. Census is conducted by excluding illegal immigrants from the population totals that are used to determine political representation.
The Census Bureau posted a proposed rule on Wednesday that said it also wants to prohibit the inclusion of questions about race and ethnicity or sexual orientation on the census in "short-form questionnaire or any questionnaire used for purposes of the enumeration."
The proposed rule said that questions...
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May 26, 2026 / Tyler Durden
Finland Flourishes As Freedom Flounders In The 'Land Of The Free'
Finland Flourishes As Freedom Flounders In The 'Land Of The Free'
Global freedom declined for the 20th consecutive year in 2025, according to Freedom House. More than 50 countries saw political rights and civil liberties deteriorate, including the United States.
This graphic, via Visual Capitalist's Gabriel Cohen, ranks the world’s most and least free countries using Freedom House’s 2026 Freedom in the World report, which evaluates political rights and civil liberties across 195 countries and territories.
Finland topped the rankings with a perfect score of 100, followed by New Zealand, Norway, and Sweden at...
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