Every: Trump deadly serious about ‘expanding US square footage’ via Greenland

Geopolitics and Trump Statecraft on Display

Shallow thinking and DeepSeek vs DeepCynic

Market Comments

Authored by Michael Every, Global Strategist Rabobank

The first week of Trump’s second term was hardly quiet: here comes the second, locked and loaded. Most in markets think it will be about the BoC (seen cutting 25bps), the Fed (seen on hold), the Central Bank of Brazil (seen hiking 100bps), then …