
In this episode, host Jonathan Fulton talks with Dr. Eva Seiwert about the Shanghai Cooperation Organization’s expanding role in the Middle East, noting Iran’s recent full membership and the region’s growing list of dialogue partners. Seiwert explains the SCO’s dual nature—as both a strategic platform for China and Russia and a largely symbolic forum—while assessing how its presence could reshape regional security dynamics. She draws on her recent book and MERICS research to highlight the organization’s limited institutional capacity but significant political signaling value. The conversation also touches on the broader implications for Western influence and the evolving balance of power in the Middle East.

Grains Australia’s new report quantifies non‑tariff measures (NTMs) as a 20.4% tariff‑equivalent on Australian grain exports, costing the sector about $4.6 billion in forgone revenue each year. The analysis, built on ABARES research and ANU‑led econometric modelling, is the most detailed...
Singapore’s market closed almost flat on Monday ahead of the Chinese New Year break, with the Straits Times Index edging up 0.02% to 4,938.58 points. Export data showed non‑oil domestic exports rose 9.3% year‑on‑year in January, missing Bloomberg’s 12% forecast...
The column warns that West Africa’s recent military coups, initially welcomed as a break from corrupt civilian rule, are evolving into authoritarian regimes. While street protests celebrated the juntas’ promises, African intellectuals have become “court poets,” praising the new leaders...

In this episode, Lukas Kuemmerle reviews his commodity portfolio, highlighting a 50% profit take on a short coffee position after hitting the first target and the initiation of a short trend‑continuation trade in cocoa, capitalizing on a brief consolidation. He...
Aurizon announced record bulk earnings for the half ending 31 December, driven primarily by a surge in Western Australian grain volumes. Bulk EBITDA reached $117 million, a 39 percent increase year‑on‑year, while total bulk rail volumes rose 4 percent to 28.4 Mt. The company also...

Canada is on the brink of becoming the world’s largest uranium exporter as NexGen Energy’s Rook I mine in Saskatchewan moves toward final approval by the Canadian Nuclear Safety Commission. The project, located in the Athabasca Basin, is designed to...
Australian fuel companies have boosted their gasoil inventories to satisfy the government‑mandated Minimum Stockholding Obligation (MSO). The MSO now requires importers to hold 32 days of gasoil and refiners 20 days, tightening the previous rules. All ten gasoil‑reporting firms met...
Treasury Wine Estates’ push back into China has been derailed by a government crackdown on extravagant banquets and tighter grey‑market controls. The winemaker announced it will pull 400,000 cases from China and 500,000 from the United States to regain pricing...

Australia’s wheat exports jumped to 2,288,487 tonnes in December 2025, more than double November’s volume and slightly above the 2.13 Mt shipped a year earlier. The surge reflects the arrival of new‑crop wheat from southern ports, marking the start of the...
Myanmar's military junta expelled Timor‑Leste's top diplomat after Dili opened war‑crimes proceedings. The case, filed by the Chin Human Rights Organization, accuses senior general Min Aung Hlaing of rape, murder and attacks in Chin State. The junta called the move a breach...
Amova Asset Management has been selected as one of six managers under Singapore’s expanded Equity Market Development Programme (EQDP), which grew to S$6.5 billion in the 2026 budget. The firm will roll out two new funds – the Singapore All Share...

In this episode, host Michelle Martin breaks down Singapore's Budget 2026, highlighting Prime Minister Lawrence Wong's AI‑centric growth plan and its implications for local equities and AI‑infrastructure stocks. She then shifts focus to China, evaluating the prospects of EV leaders...
The “AI drives a gas buildout” narrative skips the only thing that matters: DELIVERABILITY @marthamuir25 Turbine lead times are years & interconnection queues are jammed, The grid can’t supply firm power on schedule. Megawatts in press releases aren’t megawatts to the...
🚨Global equities 'SELL SIGNAL' was triggered for the 7th month STRAIGHT: Institutional investors' cash as a share of assets fell to 3.2% in January, the lowest EVER. Cash allocations at or below 4% indicate a SELL SIGNAL for world stocks.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-ended-the-week-mixed-after-a-powerful-rebound-on-friday-weekly-market-recap-trading-week-0

The Indonesia Stock Exchange (IDX) is moving to demutualize, converting from a member‑owned body to a shareholder‑owned company. The reform separates ownership from trading rights, aiming to reduce conflicts of interest and improve governance, transparency, and market liquidity. Concurrently, the...
Onshore LNG is becoming a security and politics nightmare. That’s why floating LNG is back: faster build, smaller upfront risk And you can park it offshore instead of betting $20B on land stability Lease-and-move models make gas exportable again. https://t.co/wMnwOPoyxv #LNG #FLNG #energy #naturalgas...
AirAsia founder Tony Fernandes announced that the airline’s branding unit is close to completing a Nasdaq backdoor listing, targeting a valuation of roughly US$1.5 billion. The merger with a US‑listed vehicle is expected to be announced within two months, with the...
Flat Index Masks Hidden Chaos A guest contribution post by our partners at SpotGamma https://t.co/XlP50y4c9B
Did Tencent’s New DBS and Tesla Tie-Ups Just Shift Tencent Holdings' Investment Narrative? ...deepened partnership with Tesla to embed WeChat-based services into in-car systems, moves show Tencent extending fintech and digital services reach.... https://t.co/6YRPhuqdKi
Rio Tinto has suspended production at its Simandou iron ore mine in Guinea following the death of a contractor on February 14. The company announced a thorough investigation, though details on the cause remain undisclosed. Simandou, which began shipments in...
Sixth‑generation brothers Hironori and Takanori Aoki are battling Aeon and activist fund Oasis for control of the 157‑year‑old drug‑store chain Kusuri no Aoki Holdings. They have called an emergency meeting to adopt a poison‑pill that would dilute any shareholder acquiring...
Mexico's Sheinbaum is stopping oil flow to Cuba to dodge Trump’s tariff threat It risks backlash inside Morena’s pro-Cuba wing--her own party. https://t.co/A4rwOfLqHy #Mexico #Sheinbaum #Cuba #Morena #geopolitics #oil #sanctions #trade #tariffs #latam

Unless and until NQ can consolidate above 26,800 there is a distinct possibility (50% Bayesian view) that this chart displays classic Wyckoff distribution For me the jury is still undecided @NQ_F $QQQ https://t.co/NdTFclpl7U

Neysa, an Indian AI‑infrastructure startup, secured up to $600 million of primary equity from Blackstone, giving the private‑equity firm a majority stake, and plans an additional $600 million in debt to expand its GPU fleet. The capital will help the company grow...
California has to import US gasoline via Bahamas Refinery closures + no Gulf-to-CA pipelines + the Jones Act = a logistics tax https://t.co/3dGBI24oXI #gasoline #California #energy #refining #JonesAct #shipping #supplychain #oil #inflation #markets

US headline CPI rose 0.2% month‑over‑month, bringing annual inflation down to 2.4% year‑over‑year and bolstering expectations of further Federal Reserve rate cuts. Wheat futures slipped in Chicago, Kansas and European markets as record spread volumes forced an inverted curve, even...
Thailand’s Bhumjaithai party, after winning roughly 193 of the 500 lower‑house seats in the February 8 election, announced a coalition agreement with the Pheu Thai party. The partnership, together with three smaller parties, gives Prime Minister Anutin’s bloc a clear parliamentary...
Tajik President Emomali Rahmon reappeared after a 17‑day disappearance, confirming he had traveled to China’s Hainan Island for medical treatment. The brief silence, during which only sparse updates appeared on his official website, fueled speculation about his health and the...

In Part II, the podcast examines how the ongoing "Great Compression" of money‑market rates is pushing the Federal Reserve to replace its traditional overnight Fed Funds target with a new benchmark. It explains that overnight Fed Funds volume has collapsed...
Egypt’s tourism rebounded dramatically in 2025, welcoming 19 million international visitors—a 21% year‑over‑year increase—and generating $18‑$24 billion in revenue. The surge is driven by flagship investments such as the Grand Egyptian Museum, which opened in November 2025, and ambitious Red Sea coastal...
The Straits Times Index broke the 5,000‑point barrier on Feb 12 as Finance Minister Lawrence Wong presented Budget 2026, confirming JPMorgan’s bullish target from last year. The milestone follows a series of equity‑market reforms, including a S$1.5 billion top‑up to the Financial Sector...
Caribbean and Central America are experiencing a surge in luxury hotel investment in 2026, with a strong focus on sustainability and technology. The Dominican Republic leads the market, welcoming 11.6 million visitors and achieving over 70% hotel occupancy, which has attracted...
dailyanalysts 🚨 WEEK AHEAD ALERT: Feb 16-21 🚨 Three catalysts could define your portfolio's Q1. Markets closed Monday for Presidents' Day, but Tuesday through Friday is packed with market-moving data. S&P 500 is flat YTD. Nasdaq down 3%. Consumer confidence at DECADE LOWS. Here's...

We have the potential to see a large portion of S&P 500 companies out perform in 2026. With the top 10 stocks making up around 40% of the index, even a slight pullback in tech would make this quite easy.
The Treasury estimates average tax refunds will rise to about $4,000 this year, driven by the retroactive tax cuts of the One Big Beautiful Bill Act. Higher refunds boost disposable income, reigniting consumer spending after a recent flattening. Meanwhile, Baby...

There were a record 76 companies that increased dividends last week 33 of these companies have also managed to increase dividends for at least a decade The companies include:

The EPA announced that the credit automakers receive for installing start‑stop systems is being eliminated, reversing a policy that helped meet vehicle emissions standards. The Trump administration rejected the scientific endangerment finding that justified the credit, arguing the feature damages...

US employment costs rose 0.7% in the fourth quarter of 2025, just under forecasts of 0.8%, and the lowest level since Q2 2021.

Whatever the difference between the US and China may be and however you evaluate it, it isn’t in “financialization”, at least not as measured by the share of finance in GDP (h/t twitter account of devarbol for this graph). More...
The S&P 500 may appear calm on the surface, yet index-stock dispersion has increased dramatically and SPX has now slipped below the critical 6,900 level. With put skew rising and VIX expiration ahead, volatility risk is building. Read our latest...

What's on tap for the week ahead? An increased frequency of volatility meets a holiday liquidity gap, while a run of event risk weighs in on the steadily deflating US premium. https://t.co/17IH2lFIn0 https://t.co/AlKhX25xxn
#AIM All Share Doji Candle. Resistance 822, 837. Support 801, 775, 755. RSI 57 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly. Top Bollinger Band 822. Midpoint Line 813. Bottom Band 804.
#FTSE250 needs Breakout 23585. Doji going sideways. Support 22816, 22226. RSI 62 not high. 13/21 day EMAs Bullish. Small Up Candle on Weekly and Sideways. Top Bollinger Band 23547. Midpoint Line 23330. Bottom Band 23118.
If all you knew was that semis were up double digits, you'd never expect tech to be this weak. It is like tech is being split into two groups, the stuff that goes up and the stuff that goes down.
#DAX doji Candle and Sideways. Resistance ATH 25508. Support 24272, 23924. On verge MACD Bull Cross. RSI 53 near Neutral. 13/21 day EMAs Bullish. Doji on Weekly and Sideways. Top Bollinger Band 25113. Midpoint Line 24800. Bottom Band 24500.
#FTSE100 doji Candle near ATH 10536. Support 10232, 10050. RSI 73.5 Overbought. Doji on Weekly. Top Bollinger Band 10480. Midpoint Line 10378. Bottom Band 10278.

Get my newsletter Tuesday morning: https://t.co/dSU3TT2kZX Busy week coming with GDP, Core PCE, FOMC Minutes $PANW $ADI $WMT $DE https://t.co/7mNeUbi7R9
**Reminder: Markets Closed tomorrow in observance of Presidents Day Weekly Technical Outlook Webinar will be on Tuesday at 8:30am ET Interactive Session: https://t.co/EpyXNC6zVR Live Stream on YouTube: https://t.co/iiptWpNEz9

My periodic reminder that the US TIC data doesn't measure China's holdings of US Treasuries. It only measures China's holdings of Treasuries in US custodians. The real question is how many Treasuries Chinese entities hold in non US...