
The interview with John Bay, CIO of NEI Investments, centered on today’s market rally, a 3% oil price jump, and the broader impact of geopolitical tensions on North‑American equities. Bay linked the oil surge to stalled Russia‑Ukraine talks and heightened U.S.–Iran friction over the Hormuz Strait, noting that fundamentals remain bearish. He highlighted Shopify’s 8% TSX gain after an analyst upgrade and a $2 billion buyback, while warning that AI‑driven capex—estimated at $660 billion—is eroding free‑cash‑flow and curtailing share repurchases. He also discussed Northern Dynasty’s 38% drop following a U.S. Justice Department environmental veto on its critical‑minerals project. Key quotes included Bay’s observation that “geopolitical concerns are one of the few things that can get oil higher,” and his description of Shopify’s new “agentic AI” feature that lets shoppers purchase directly from chatbots. He framed the U.S. veto as part of a shifting Canada‑U.S. trade dynamic, emphasizing the new Canadian government’s strategy to “focus on areas we can control” such as reducing inter‑provincial barriers and diversifying trade beyond the United States. For investors, the take‑aways are clear: monitor oil volatility, assess AI‑related cash‑flow pressures on tech giants, and weigh the political risk premium on Canadian resource firms. Diversifying supply chains and customer bases across Europe and Asia can mitigate exposure to U.S. policy swings, aligning portfolios with the Canadian government’s push for broader trade resilience.

The Asia Undercurrent webinar examined how Indo‑Pacific democracies can bolster resilience by pooling innovation resources. Hosted by Professor Marie Ancherdogi, the session featured health‑tech entrepreneur Dr. Madiha Fuad, Japan‑focused economist Takashi Imamura, and economist Dr. Manish Sharma, each outlining pathways...

In early February, the Trump administration convened an unprecedented critical‑minerals ministerial in Washington, drawing more than 55 nations to confront China’s near‑total control of rare‑earth elements and related supply chains. The summit marked the first large‑scale, multilateral U.S. effort to...

Batam is rebranding itself from a manufacturing stronghold to Indonesia’s next regional digital economy hub, centering development around the Nongsa Digital Park special economic zone. Its proximity—just 45 minutes by ferry—to Singapore positions the island as a natural extension for...

The Spillover episode spotlights Europe at a crossroads, after Munich Security Conference and a Belgian summit, as the bloc wrestles with its strategic role amid US‑China rivalry and the war in Ukraine. Hosts note that while Europe’s macro picture is strained—aging...

Morgan Stanley’s Squawk Box Asia segment framed current market dynamics around technological innovation and changing consumer behavior, arguing these forces are driving significant growth and industry transformation. The piece emphasizes that navigating these trends requires strategic foresight and bespoke financial...

The video features Dr. Brian Fonseca discussing how China’s expanding economic, technological, and security footprint in Latin America and the Caribbean is reshaping U.S. hemispheric strategy. He frames the issue within the latest U.S. National Security Strategy, which labels Beijing...

The market focus on February 18 was the decline in 10‑year Treasury note futures after the Federal Reserve released its minutes. Futures slipped for a second straight session, retreating from a two‑and‑a‑half‑month high and trading around the 112.29 level. Two catalysts...

The video explores a less‑likely but plausible scenario in which the Federal Reserve shifts from cutting rates to hiking them, based on recent Fed meeting minutes that suggested some participants would back a two‑sided outlook if inflation stays above target....

The video reports that the Indian Navy, after a brief Twitter announcement later deleted, seized three oil tankers linked to the so‑called “shadow fleet” within India’s exclusive economic zone on Feb 5‑17. The shadow fleet, estimated at about 1,000 vessels, transports 3‑4 million...

The Reserve Bank of New Zealand’s February 2026 monetary‑policy conference, led by Governor Anna Breman, announced that the Official Cash Rate (OCR) will remain unchanged at 2.25%. The committee reached consensus to hold rates, citing a still‑recovering economy and a desire to...

Governor Anna Breman announced that the Reserve Bank of New Zealand’s Monetary Policy Committee kept the Official Cash Rate unchanged at 2.25% in its February 2026 meeting, emphasizing a cautious stance aimed at sustaining the nascent economic recovery. The committee highlighted...

The video centers on the 10‑year Treasury yield hovering near the 4% mark, which the presenter describes as the market’s thermostat for the coming trading week. He argues that this single number now dictates cross‑asset flows, influencing everything from tech...

The National Health Service has rolled out a nationwide campaign urging nine million Britons to access talking‑therapy services, zeroing in on six anxiety‑related conditions – social anxiety, panic disorder, PTSD, OCD, body‑dysmorphic disorder and specific phobias. The push comes as...

UK unemployment has risen to 5.2% with youth unemployment at a 10-year high of 16.1%, and in some areas such as Birmingham 18-24 claimant rates reach 18.6%, well above the national average. Young people describe months or years of repeated,...

The Dip podcast episode dives into Poly Market, a prediction‑market platform that lets users wager on everything from sports outcomes to geopolitical events. By framing contracts as "investments," the service skirts traditional gambling regulations, prompting a debate over whether...

Speakers at the Atlantic Council event argued that amid a perceived shift away from a US-led rules-based order, Turkey is consolidating its role as a middle power by pursuing strategic autonomy through hedging, expanded defense and energy self-sufficiency, regional mediation,...

Enterprise Singapore is boosting Singapore firms’ expansion into the Middle East through a new Singapore Enterprise Centre in Dubai, which aims to run about 150 advisory sessions and support 30 projects this year across infrastructure, real estate and tech-driven services....

The video warns that Western nickel and copper smelters are rapidly shutting or scaling back as artificially low nickel prices and a global shortage of copper concentrate choke production, while Chinese smelters absorb the supply. The speaker cites two forces: price...

The opening segment of the Australian market focused on BHP’s latest earnings release, which topped analysts’ forecasts, and a broader look at earnings from real‑estate, storage and retail firms. BHP reported a record 146.6 million tonnes of iron ore from Western Australia,...

The Macro Musings episode debates whether Bayesian forecasting is a passing fad or a lasting paradigm shift in macroeconomics. Panelists note that Bayesian econometrics, popular in the U.S., lets analysts embed prior beliefs, which is especially valuable when data are scarce....

The discussion centered on a potential rotation from U.S. equities, especially AI‑driven large‑cap stocks, to overseas markets as the AI rally shows signs of fading. Panelist Adam Lynn highlighted that the Nasdaq and S&P 500 may struggle to sustain gains...

The Munich Security Conference centered on the future of the transatlantic partnership, highlighting a noticeable shift in Washington’s tone. After a year of sharp rhetoric, U.S. officials presented a more conciliatory, "charm offensive" aimed at easing tensions with European allies. Analysts...

The Berlin Briefing Podcast at MSC2026 focused on the urgent need to bolster the European pillar of the transatlantic alliance. Speakers emphasized that the United States is urging Europe to step up, but the drive stems from Europe’s own security...

In a recent Monetary Matters episode, Nobel laureate Paul Krugman examined the durability of the U.S. dollar, the consequences of China’s export‑driven model, and the looming threat of a disjointed global monetary order. Krugman noted micro‑data showing tariffs have lifted consumer...

The video focuses on Cuba’s deepening energy crisis, highlighting how chronic fuel shortages have crippled electricity generation, water supply, and transportation across the island. Interviewee Emily Morris, a research associate at University College London, describes daily life in Havana and...

The video examines a deepening crisis for America’s auto giants as vehicle prices surge to an average of $50,000 – a 30% rise over the past five years – while truly affordable models have all but disappeared. It argues that...

Sellers of barbecued pork slices are maintaining price stability for Chinese New Year treats even as pork and labor costs climb, while a fire at Century Bakwa’s kitchen threatens short‑term supply. The vendor reported a record season, moving more than...

Singapore’s 2024 budget slashed early‑registration car rebates by 45 percentage points, halving the maximum payout to S$30,000. The move targets all vehicle age groups and removes a key financial buffer for fleet operators. Industry players warn the cut accelerates depreciation, raising...

The Energy Security Hub 2026 panel featured Alexander De Croo, newly appointed UNDP Administrator and former Belgian prime minister, discussing the urgent need to rebuild multilateralism by integrating development into security strategies. He noted that at this year’s Munich Security Conference,...

The video frames today’s energy crunch as a massive, global portfolio reallocation rather than a purely geopolitical showdown. Host Jay Martin and Dr. Warwick Powell argue that the United States’ aggressive trade and tariff policies under the second Trump term...

The video outlines an escalating battle between OpenAI and Anthropic as they gear up for potentially historic 2026 IPOs, each vying to dominate both consumer chat and enterprise AI markets. OpenAI announced ad placements for free‑tier ChatGPT users to fund its...

U.S. Secretary of State Marco Rubio used his Munich Security Conference appearance to reaffirm America’s commitment to the transatlantic alliance, stressing that the United States wants to continue working within the existing treaty framework and deepen cultural ties with Europe. Rubio’s...

The video reports that the U.S. Navy’s newest super-carrier, the USS Gerald R. Ford, is sailing from the Caribbean toward the Middle East, a move that coincides with President Donald Trump’s explicit endorsement of regime change in Iran. According to Reuters,...

The market focus this week centers on U.S. Treasury yields, which have slumped across the curve—from the 5‑year to the 30‑year—dragging the 10‑year rate to its lowest point since October 28, 2024. The yield plunge helped the dollar close its weakest week...

The 2026 Munich Security Conference convenes world leaders and security experts amid growing doubts about the durability of the post‑Cold‑War order. Hosted by the Atlantic Council in Munich’s historic hotel venue, the gathering arrives as the United States settles into...

The video reviews 2025’s remarkable advances in critical mineral supply chains, innovative government tools, and new partnerships, framing them against the backdrop of rising geopolitical tension with China. Committee member Jeremy underscores the need to measure 2026’s success by how...

The program opened with a quick market scan before the three‑day President’s Day weekend, noting a mixed trading day: livestock showed modest movement, while grains and oilseeds were largely flat. Host Tommy Graafi and co‑host discussed how the quieter session...

Europe’s industrial strategy is at a crossroads as policymakers argue for a shift toward defense production and a home‑grown lithium‑battery supply chain to counter China’s dominance. The speaker notes that several car manufacturers are already retooling factories for defense purposes,...

The Brown University event featured former Colombian President Iván Duque reflecting on the recent U.S. operation that captured Venezuelan leader Nicolás Maduro. Duque framed the removal as a moral imperative, describing it as a precision humanitarian intervention rather than a conventional invasion,...

The China Pulse episode examines China’s unprecedented trade performance in 2025, highlighting a record $3.8 trillion in exports and a widening trade surplus despite ongoing tariffs and export controls. The discussion notes that China achieved its targeted 5 percent growth, with roughly...

The episode examines how a progressive Democratic president would overhaul U.S. foreign policy after the Trump era, featuring Matt Dus, former Bernie Sanders foreign‑policy adviser and progressive think‑tank leader. Dus outlines a progressive doctrine built on ‘solidarity’: aligning with other democracies,...
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South Korea’s AI‑driven news roundup highlighted a bustling Lunar New Year travel season, a potential Japan‑South Korea prime‑ministerial meeting, robust economic data, and a historic sports victory. The Korea Expressway Corp expects 5.54 million vehicles on highways, prompting Corell to add 110,000...

The weekly roundup opened with a stark market correction: the Nifty 50 slipped 1.3% to 25,471.1 and the Sensex fell 1.25% to 82,626.8, with energy, metals and realty leading the declines. The segment was followed by a deep dive into...

The Taking Stock broadcast highlighted a sharp market pullback on Thursday, February 12, as the S&P 500 fell 1.6% and the Dow slipped 1.3% ahead of the Friday consumer‑price index (CPI) release. Host Peter Tuckman warned that the session closed...

The video reports that Taiwan has signed a new trade agreement with the United States, imposing a 15 percent tariff on American‑made automobiles while simultaneously granting limited market access for U.S. beef and pork products. The arrangement is part of...

The video examines accelerating shift from publicly funded services to private sector as governments confront mounting debt and demographic pressures, arguing that “demographics is destiny” for long‑term portfolio construction. It highlights fiscal tightening in the US and looming UK austerity, noting...

Sarah Hunter, the Reserve Bank of Australia’s chief economist, used a Perth forum to explain how the central bank evaluates labour‑market health and its link to inflation. She emphasized that while the post‑COVID easing has softened some pressures, the market...

The video reports that days after President Donald Trump and Prime Minister Narendra Modi unveiled a US‑India trade pact, farmers and labor unions across India staged a nationwide strike to denounce the agreement. The pact calls for India to slash or...

Mexico dispatched two naval vessels loaded with rice, beans, sardines and powdered milk to Havana, marking the first sizable humanitarian shipment since President Donald Trump’s oil embargo took effect in late January. The embargo has cut off more than 80% of...