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Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos
Kimi, Crude, & Carney: Rabobank Sums Up The Geopolitical Chaos
Authored by Molly Schwartz, Rabobank cross-asset macro strategist,
Trading Playbooks
The advancement of one of China’s AI models, Kimi, has sharpened attention on the latest US plans to counter China’s growing AI challenge. Kimi is reportedly more powerful than several US flagship models, though not yet as powerful what lies on the frontier. However, Kimi operates at a fraction of the cost per token. That cost advantage raises the competitive threat to US AI leadership more broadly, including for other leading firms...
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Elon Musk's PAC Bets Trans Issue Push Will Drive GOP Voters To The Polls
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Elon Musk's America PAC has opened its 2026 midterm ad campaign with a barrage of ads centered on trans issues. Musk has reportedly authorized the PAC to spend more than $100 million this cycle and is targeting four Democratic Senate candidates in competitive races: Sherrod Brown in Ohio, Josh Turek in Iowa, James Talarico in Texas and Mary Peltola in Alaska. They are running online and across streaming platforms, marking the first coordinated trans-focused push of...
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