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A US diesel export ban could cause shortages at home, says BofA's commodities chief
4 calls: why a ban could also raise gasoline prices, why the Hormuz blockade is working but costs $20-plus a barrel, and why falling Chinese stocks may…
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Putin is a cornered rabid groundhog, not a lone wolf, says an NYU senior fellow
7 arguments: Why he says diesel is what finally reached Trump's voters, the case for making Mark Carney the EU's honorary president, and Germany's 2039…
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Europe's one objective in New York is air defenses for Ukraine — Bloomberg Podcasts
11 arguments: Why the Saudi crown prince has been turned down twice on strikes, what the EU has stopped being able to do, and the energy alert Europe is…
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UNSW AI professor: without AI data-center spending Australia was heading for recession
6 arguments: The 200K Australian teenagers with an AI partner, the misuse Anthropic disclosed last week, and why Europe plus Canada plus Australia…
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Derek Decloet: Canadians are preparing for the USMCA to simply expire in 2036
9 insights: Why Europe has been so receptive to Carney's overtures, what Canada can sell Europe that Washington also wants, and where the tariff fight…
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Mike Moffatt: attacking Carney makes it easier for him to walk away from a deal
9 takeaways: the 16-point lead that lets Canada say no, the GDP hit oil is cushioning, and the export share that has fallen from about 80% to 67%
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Catherine Austin Fitts: a plan to pull 4B new investors into the dollar system
16 takeaways: Why she says a $136T tokenization wave is coming, how stablecoins could evade US sanctions, and the guardrail bill she wrote in response
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Stephen Vaughn: Canada walked away from a deal better than any other country got
5 takeaways: Who actually killed the trade agreement, why Alberta is the friendliest province, and the risk in Ottawa betting its negotiating position…
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Henry Farrell: Bessent's op-ed casts America as an angry God, and the markets are calling the bluff | Hidden Forces
Why he reads the Treasury secretary's Pascal's wager as panic rather than strength, what Mark Carney worked out first, and the tariff fight that left…
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Mark Gurman: Apple will build AI into the hardware because it can't sell it standalone | Bloomberg Businessweek
Why the handover looks like Jassy and Bezos rather than Chapek and Iger, what Tim Cook keeps doing until Trump leaves office, and the foldable iPhone…
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