Mark, you've been warning about this, this Bitcoin tech correlation, this Bitcoin tech kind of sentiment that's wrapped into each other. Your take on what this chart is showing. Yeah, I think we will continue to see some of that negativity from the crypto space.I know it's trading stronger today, but I don't that they the sell off there is over. I think the digital asset treasury companies have turned into a negative for the space. So I think that the negativity in crypto will continue to lean on tech and w ...

Market Trends & Economic Indicators - Investors await the Federal Reserve's interest rate cuts, with jobs report due Thursday [1][23] - The USD gained, up 01% [2] - Bitcoin at one point erased the gains of 2025, then up 18% [2][25] - S&P futures are up 4/10 of 1% [24] Company Performance & Investment - Oracle's credit spreads are climbing, stock is down 25% due to AI investment concerns [3][25] - NVIDIA earnings are a key event this week [3][51] - Samsung is hiking chip prices, giving a leg up for TSMC [3] - Saudi Arabia's PIF holdings in U.S-listed stocks decreased to $194 billion, the lowest in almost one year [21] - Abu Dhabi Investment Authority is considering reducing its stake in a Qatari telco company, aiming to raise $500 million or $600 million [22] Geopolitical & Policy Impacts - China issued a travel advisory to Japan following comments on Taiwan, impacting department stores with double-digit declines due to reliance on the Chinese market for 30% of revenue [4][26] - MBS is heading to Washington for discussions on nuclear tech and expanding the Abraham Accords [23][28] - South Africa's credit rating has improved for the first time since 2005, but remains two steps below investment grade [38][39]

President Donald Trump has said proposed Senate legislation to sanction Russia's trading partners would be, quote, okay with me. Joining me now is Bloomberg's chief Asia correspondent, Ross Mattson. Ross.Moments like this always have to question how much weight we should put on these comments from the US president, how much conviction he has behind them. What is your take as to whether or not this is a significant adjustment in terms of the position from the US President. Well, that's right.He can be quite ...

Market Trends & Consumer Behavior - Spending on foreign premium brands in mainland China has started stalling, with the rise of local premium brands [1] - Chinese consumers are becoming more cautious and selective, seeking personal connection, wellness, and cultural relevance in their purchases [4] - Western luxury brands are adapting by stressing storytelling and experiential shopping, such as building multi-story megastores with retail, exhibition, food, and drinks [10] Competitive Landscape - Chinese premium brands offer experiential and cultural elements in their brand storytelling, attracting Chinese consumers [5] - These brands are positioned as cheaper alternatives to Western luxury brands while still providing good quality products [6] - LVMH's chairman was observed shopping for Chinese brands, indicating a shift in the market [9] Challenges & Uncertainties - The rapid growth of Chinese premium brands started from a relatively low base, making future growth uncertain [6][7] - China's weak economy, lacking expanding population and middle-class income, poses challenges for homegrown luxury brands [8]

Geopolitical and Technological Shifts - The world is moving away from American unipolarity, with China emerging as a near-peer or potentially stronger adversary [1] - A revolution in artificial intelligence (AI) technology is underway, poised to transform all aspects of life, especially defense and military, within 5 to 10 years [2][3] - The integration of AI in defense raises policy questions about maintaining human oversight, particularly as adversaries may not prioritize it [4][5] Palantir's Strategy and Growth - Palantir aims to secure future contracts by leveraging its presence and investments in the UK [6] - The UK is considered a prime location outside the US and China for engineering talent needed to develop Palantir's software [6] - Palantir views the UK as a potential epicenter for defense and military technology development [6] - Palantir has 1 thousand people in London, its second-largest office globally, and plans to significantly expand its UK presence over the next 5 years [7] - The UK is seen as a key military power in Europe, a pillar of NATO, and a potential bridge to the rest of the continent, acting as a security guarantor [7][8]

Mumbai, India's financial capital, is pouring billions into new highways, train lines and airports. Yet every year, the city is still brought to its knees by relentless rains and floods. A new study reveals that severe flooding in Mumbai claimed more than 2700 lives annually over a decade, while causing economic losses of $1.2% billion each year.Deaths were linked to drowning, electrocution and disease with conditions like diarrhea and tuberculosis worsening dramatically during flood seasons. I mean, we're ...

Finland, home to 5 million people and 3 million Sauna is. Here. Warmth isn't just a comfort.It's a culture. But now the nation that has perfected staying warm in any condition is finding a new way to do it. 50 meters below the streets of Helsinki, a hidden network of tunnels hums with the sound of machinery.So where are we. We are at the Helen Hit Pump Station where video calling for the Helsinki data. And we take the calls and sell it as a hit for the housing and households.Our guide through this undergrou ...

This is interesting because we're going from the domain of aentic AI and we're trying to take it to how consumers already use search >> marry them in the context of retail. >> How does it work and why is it important. >> Yeah.So, Agentic tech is, you know, relatively new and we're really focusing on bringing agentic AI for consumer problems that really matter to consumers. And so, for example, taking the tedious parts of shopping and having agentic AI, which is AI that does things on behalf of the user. So ...

Global Retirement Challenges - The US has 57 million Americans without savings or retirement plans [1] - Many countries face challenges in providing adequate retirement income due to lower interest rates and increasing life expectancy [2][3][4] - OECD reports 40% of elderly in Korea live on less than half of the median income, and just under 25% in the US [3] Dutch Pension System - The Netherlands has around €1600 billion (16000 亿欧元) in pension assets, equating to approximately 150% to 300% of its GDP [6] - Dutch pension assets account for 59% of all European pension funds, despite having only 4% of the population [6] - The Netherlands is transitioning from defined benefits to defined contribution to increase the sustainability of the fund [7] - The Dutch pension reform discussions started in the early 2000s and the shape of the current reform was decided around the start of the pandemic [8][9] Investment Strategies and Risk Management - The Dutch system allows pension asset managers to invest in higher risk and higher yield assets for younger workers [16] - The focus shifts from contributions to stable investment results as individuals near retirement [17][18] Policy and Consensus Building - The Dutch system emphasizes consensus building between employers, employees, and the government [19] - Political uncertainty around the pension reform ended after a failed vote in Parliament and a shift in government [11]

Retribution was a key theme of Trump's reelection campaign last year. He promised to go after Democrats once he was back in office. He talked about taking revenge on his political opponents.When Trump did take office this year, how did he start to make good on that promise. >> So, I think going into his second term, it was an open question about how much time would be spent on policy versus how much time would be spent on revenge. What we've seen in office so far is that the retribution agenda is alive and ...