This media is not supported in your browser
VIEW IN TELEGRAM
After this, and after the election of a GREAT AND ACCEPTABLE Leader (or leaders), we and many of our wonderful and very brave allies and partners will work tirelessly to bring Iran out of a state close to destruction, making it economically larger, better, and stronger than ever before. IRAN WILL HAVE A GREAT FUTURE. LET'S MAKE IRAN GREAT.
Please open Telegram to view this post
VIEW IN TELEGRAM
๐ฐ Top Headlines
๐ UK 2โyear gilt yields extend surge โ inflation fears mount (Reuters)
What: Shortโterm gilt yields jump as markets price stronger inflation and potential BoE hawkishness.
Forex impact: Sterling strength near term vs EUR/USD as rate expectations lift GBP; yields pressure UK bonds and may widen risk premia.
Trade note: Watch UK CPI and BoE speak for continuation.
โ Greek Q4 GDP +0.8% q/q (Reuters)
What: Greece posts solid quarter, signalling resilience in domestic demand.
Forex/FX: Supportive for EUR on periphery stability; could reduce tailโrisk premium for euro and peripheral yields.
Macro note: Positive but limited continental FX effect unless sustained momentum.
๐ Outgoing BP chief Auchincloss earned ยฃ5.3m in 2025 (Reuters)
What: High executive pay highlights corporate governance focus amid energy transition debates.
Markets: Minimal direct FX effect; watch energy stocks and sentiment in London โ potential mild GBP volatility on broader equity moves.
๐ US Retail Sales sag in January / contract (Dow Jones & Trading Economics)
What: Weak retail prints point to softer consumer spending and demand.
Forex impact: Bearish USD pressure if trend persists; reduces odds of Fed tightening, benefits risk assets and commodity currencies (AUD, NZD).
Risk: One data point โ check revisions and core consumption indicators.
๐ US Economy lost 92K jobs in February (Trading Economics)
What: Employment weakness surprised; labour market cooling may ease inflationary pressures.
FX effect: Added downside for USD; markets may price slower Fed hikes or earlier cuts, pushing yields lower.
Correlation: Combined with weak retail, risk rally could follow but watch payroll revisions and participation rate.
โ Market takeaway โ short summary
Scenario: UK gilt surge + UK inflation risk = GBP volatility; US soft data (retail, payrolls) = USD weaker and lower UST yields; positive euro tail from Greek strength; energy exec paystory = local equity governance chatter.
Strategy: Trade ideas: shortโterm long GBP on BoE hawkish surprise, long EUR/GBP on periphery stabilisation, long AUD/NZD vs USD on soft US data, watch rates and headline CPI for directional conviction.
๐ UK 2โyear gilt yields extend surge โ inflation fears mount (Reuters)
What: Shortโterm gilt yields jump as markets price stronger inflation and potential BoE hawkishness.
Forex impact: Sterling strength near term vs EUR/USD as rate expectations lift GBP; yields pressure UK bonds and may widen risk premia.
Trade note: Watch UK CPI and BoE speak for continuation.
โ Greek Q4 GDP +0.8% q/q (Reuters)
What: Greece posts solid quarter, signalling resilience in domestic demand.
Forex/FX: Supportive for EUR on periphery stability; could reduce tailโrisk premium for euro and peripheral yields.
Macro note: Positive but limited continental FX effect unless sustained momentum.
๐ Outgoing BP chief Auchincloss earned ยฃ5.3m in 2025 (Reuters)
What: High executive pay highlights corporate governance focus amid energy transition debates.
Markets: Minimal direct FX effect; watch energy stocks and sentiment in London โ potential mild GBP volatility on broader equity moves.
๐ US Retail Sales sag in January / contract (Dow Jones & Trading Economics)
What: Weak retail prints point to softer consumer spending and demand.
Forex impact: Bearish USD pressure if trend persists; reduces odds of Fed tightening, benefits risk assets and commodity currencies (AUD, NZD).
Risk: One data point โ check revisions and core consumption indicators.
๐ US Economy lost 92K jobs in February (Trading Economics)
What: Employment weakness surprised; labour market cooling may ease inflationary pressures.
FX effect: Added downside for USD; markets may price slower Fed hikes or earlier cuts, pushing yields lower.
Correlation: Combined with weak retail, risk rally could follow but watch payroll revisions and participation rate.
โ Market takeaway โ short summary
Scenario: UK gilt surge + UK inflation risk = GBP volatility; US soft data (retail, payrolls) = USD weaker and lower UST yields; positive euro tail from Greek strength; energy exec paystory = local equity governance chatter.
Strategy: Trade ideas: shortโterm long GBP on BoE hawkish surprise, long EUR/GBP on periphery stabilisation, long AUD/NZD vs USD on soft US data, watch rates and headline CPI for directional conviction.
AI is already changing modern warfare.
In the recent U.S.โIsrael operation, AI systems reportedly helped identify and prioritize ~1000 targets, enabling nearly 900 strikes within 12 hours.
The system combined Palantirโs Maven platform with Anthropicโs Claude AI, analyzing massive intelligence data from satellites, drones, and sensors in real time.
Humans still approved the strikes, but AI dramatically accelerated the decision process and shortened the military โkill chain.โ
This is a glimpse of the future โ AI-driven defense systems will become a major pillar of global military power.
Defense tech, AI infrastructure, and data-analytics companies could see massive long-term demand as nations race to build similar capabilities.
In the recent U.S.โIsrael operation, AI systems reportedly helped identify and prioritize ~1000 targets, enabling nearly 900 strikes within 12 hours.
The system combined Palantirโs Maven platform with Anthropicโs Claude AI, analyzing massive intelligence data from satellites, drones, and sensors in real time.
Humans still approved the strikes, but AI dramatically accelerated the decision process and shortened the military โkill chain.โ
This is a glimpse of the future โ AI-driven defense systems will become a major pillar of global military power.
Defense tech, AI infrastructure, and data-analytics companies could see massive long-term demand as nations race to build similar capabilities.
Chile, the biggest #copper producer, should be watched more closely.
- New president Josรฉ Antonio Kast takes office in March.
- He merged the ministries of mining and economy.
- He appoints Daniel Mas as the head, with no mining background.
Mining is the most important sector in Chile, and seeing it being headed by someone with zero mining experience raises some questions
- New president Josรฉ Antonio Kast takes office in March.
- He merged the ministries of mining and economy.
- He appoints Daniel Mas as the head, with no mining background.
Mining is the most important sector in Chile, and seeing it being headed by someone with zero mining experience raises some questions
This media is not supported in your browser
VIEW IN TELEGRAM
Rocket Lab and Blue Origin are both talking a lot about their plan for a Mars Telecom Network these days.
This will be a fun saga to follow. $RKLB
This will be a fun saga to follow. $RKLB
๐จ๐ญ Global One SI - Prompt
Three theaters. One window. Iran's military capacity is being systematically degraded. Venezuela opens its airspace by executive order. Cuba normalization is being signaled from the Oval Office. Iraq sits at the exact center of all three vectors. Whenโฆ
This media is not supported in your browser
VIEW IN TELEGRAM
๐จ BREAKING: President Trump announces he's deploying the greatest Secretary of State MARCO RUBIO to handle CUBA, which he says is going to "fall soon"
Marco has DEFINITELY been waiting for Cuba ๐ฅ
"I'm gonna put Marco over there, we'll see how that works!"
"Cuba is gonna fall pretty soon, by the way...they want to make a deal SO badly...they want to make a deal."
VENEZUELA, IRAN, then CUBA, all within a matter of months. ๐บ๐ธ๐ป๐ช๐ฎ๐ท๐จ๐บ
This will go down in history once it pans out!
Marco has DEFINITELY been waiting for Cuba ๐ฅ
"I'm gonna put Marco over there, we'll see how that works!"
"Cuba is gonna fall pretty soon, by the way...they want to make a deal SO badly...they want to make a deal."
VENEZUELA, IRAN, then CUBA, all within a matter of months. ๐บ๐ธ๐ป๐ช๐ฎ๐ท๐จ๐บ
This will go down in history once it pans out!
๐จ๐ญ Global One SI - Prompt
Iranian militias are getting text messages straight to their phones ๐ฑ "Your weapons are worthless against our airstrikes. You're dying in a fight you already lost. Your commanders sold you out. They're hiding in luxury, pocketing the cash they stoleโฆ
This media is not supported in your browser
VIEW IN TELEGRAM
๐จ BOOM! BEFORE and AFTER footage of the Iranian Islamic regime's drone carrier that they showed off to the world as a symbol of their military power
๐๐ป๐๐บ๐ธ
๐๐ป๐๐บ๐ธ
๐ฟ1
$AMPX up 10%
$ONDS up 10%
Nothing on the $ONDS chart right now screams it will breakdown.
Clear bull flag, clear elliot wave. RSI in neutral zone, far from overbought, still lots of power left.
$ONDS breaking out of the upper trendline of this channel, suggesting that the wave correction is likely complete and a next up trending wave could be starting.
Holding above $11.50 is extremely bullish, as it confirms the market is ready to resume the uptrend.
Letโs see if the bulls have enough power to beat the bears.
$ONDS up 10%
Nothing on the $ONDS chart right now screams it will breakdown.
Clear bull flag, clear elliot wave. RSI in neutral zone, far from overbought, still lots of power left.
$ONDS breaking out of the upper trendline of this channel, suggesting that the wave correction is likely complete and a next up trending wave could be starting.
Holding above $11.50 is extremely bullish, as it confirms the market is ready to resume the uptrend.
Letโs see if the bulls have enough power to beat the bears.
$ASPI $QLE some big news this morning, an MOU for $QLE and a "large publicly traded U.S.
energy company that operates nuclear power stations."
If we want to speculate, our best guess, $CEG.
$QLE is building HALEU and LEU+ production capabilities in Texas, and Constellation has been actively expanding its Texas nuclear footprint through its acquisition of the South Texas Project stake.
Again, fully speculation.
Either way, it seems $QLE $ASPI will lead the way in #HALEU.
energy company that operates nuclear power stations."
If we want to speculate, our best guess, $CEG.
$QLE is building HALEU and LEU+ production capabilities in Texas, and Constellation has been actively expanding its Texas nuclear footprint through its acquisition of the South Texas Project stake.
Again, fully speculation.
Either way, it seems $QLE $ASPI will lead the way in #HALEU.
๐ฆ๐ช Tons of wealthy Asians are quietly moving their Dubai cash, properties, and family offices back to Singapore or Hong Kong because the Gulf doesn't feel so "safe haven" anymore - Reuters
Wealth advisors in Singapore are getting flooded.
One lawyer says 6-7 of his big Dubai clients (average $50M each) want out ASAP, another firm saw 10-20 family offices inquire this week alone.
Wealth advisors in Singapore are getting flooded.
One lawyer says 6-7 of his big Dubai clients (average $50M each) want out ASAP, another firm saw 10-20 family offices inquire this week alone.
$UAVS announced a strategic investment in Aerodrome Group Ltd., an Israel-based developer of precision loitering munitions