The North Atlantic Council met this morning and discussed the situation in light of Poland's request for consultations. Under Article four of the Washington Treaty. Allies expressed solidarity with Poland and denounced Russia's reckless behaviour.A full assessment of the incident is ongoing. What is clear is that a violation last night is not an isolated incident. The Supreme Allied commander will continue to actively manage our deterrence and defense posture along the entire eastern flank.Allies are resolv ...

US Defense Strategy & Policy - The discussion revolves around the US Department of Defense, with concerns raised about renaming the agency and its potential impact on military strength [1][2][3] - The report emphasizes the importance of strategic investments in defense to maintain the US as the strongest military power [2][3] - The analysis highlights the need for careful consideration of actions in escalating situations, such as those involving Venezuela, including the importance of intelligence gathering and force protection [4][5][6] Congressional Oversight & Covert Operations - The report raises concerns about the White House acting independently without informing key members of Congress, particularly regarding covert operations [10][12] - It references a specific instance of SEAL Team Six conducting a covert mission in North Korea in 2019, raising questions about congressional awareness and legal compliance [12][14] - The report underscores the importance of informing key congressional members about covert missions, citing the briefing of congressional leaders on the Osama bin Laden raid as an example of best practice [16] Risk Assessment & Leadership - The discussion acknowledges the inherent risks in national security operations, citing both the North Korea mission and the raid on Osama bin Laden as examples [19] - It emphasizes that leadership involves taking calculated risks to protect national security interests [20]

Trump Will Rename Defense Department To ‘Department Of War’ Today—Is It Legal? Here’s What To Know. https://t.co/BJCGhzfrQ2 ...

Watch live coverage as President Trump is expected to make an announcement that U.S. Space Command will move to Alabama, according to two defense officials. For more context and news coverage of the most important stories of our day, click here: https://www.nbcnews.com » Subscribe to NBC News: http://nbcnews.to/SubscribeToNBC » Watch more NBC video: http://bit.ly/MoreNBCNews NBC News Digital is a collection of innovative and powerful news brands that deliver compelling, diverse and engaging news stories. NB ...

Watch live coverage as President Donald Trump makes an announcement in the Oval Office focused on defense, a senior White House official told NBC News. For more context and news coverage of the most important stories of our day click here: https://www.msnbc.com/ » Subscribe to MSNBC: https://www.youtube.com/msnbc » Subscribe to MSNBC on TikTok https://www.tiktok.com/@msnbc » Subscribe to MSNBC on Instagram https://www.instagram.com/msnbc Download our new MSNBC app for the latest breaking news and daily head ...

President Donald Trump welcomes South Korean President Lee Jae Myung to the White House.While trade and defense issues top their agenda, Lee will ask Trump to take steps to rebuild trust with North Korea, Lee’s National Security Adviser Wi Sung-lac said https://t.co/9TUp71Krhg https://t.co/L5ARGRw1AA ...

Security Guarantees & International Cooperation - Security guarantees are being discussed with seven leaders of great countries [1] - There will be a lot of help when it comes to security [1] - The involvement of US troops in security guarantees is a possibility, details to be revealed later [1] European Defense & US Involvement - European countries are the first line of defense [2] - The US will help them out and be involved [2]

Asian leaders are quietly outraged by Trump’s strong-arm tactics linking trade to defense, writes @KarishmaJourno (via @opinion) https://t.co/JK2bbdl4JJ ...

From @WSJopinion: Europe will never keep its promises to Trump on defense. The bloc is staggering under the fiscal weight of foolish welfare, climate and immigration policies, writes @gerardtbaker. https://t.co/eUqWQaLc2k ...

Investment Rating - Overweight on Japanese equities with an end-of-year target for TOPIX at 3,000 and Nikkei Average at ¥40,000 [8][9][10] Core Insights - Corporate earnings remain resilient, particularly in domestic demand-oriented sectors, with no change in guidance at manufacturers and upward revisions at non-manufacturers [6][8] - The report anticipates a gradual yen appreciation to ¥140/$ by December 2025, with manageable impacts on share prices [8][10] - The impact of reciprocal tariffs is expected to be manageable, with a 10% reciprocal tariff already priced in by the market [8][10] Summary by Themes Theme 1: Impact of Trump Tariffs - Expect only a 4-6% EPS decline for Japanese companies due to US tariffs, with the largest impact on the autos sector [10][62] - Share prices in the autos sector have already factored in successful negotiations, assuming tariffs are lowered to 10% [10][62] Theme 2: Domestic Economic Activity and Bank of Japan Outlook - Moderate improvement in domestic economic activity is anticipated due to peaking import inflation and spring wage hikes [10][8] - The Bank of Japan is gradually moving toward policy normalization, with expectations for the next rate hike in late 2025 [10][8] Theme 3: Forex Rate Impact on Japanese Stocks - A moderate yen appreciation is expected, with a cross-asset view assuming dollar strength and yen weakness [10][8] Theme 4: Corporate Reform and ROE Improvement - More companies are committing to balance sheet reforms, with total payout ratios over 100% and management restructuring initiatives [10][8] Theme 5: Fund Flow - Fund flow trends indicate a shift towards buying European and Japanese stocks post-tariff shock, with NISA purchases continuing for both foreign and domestic stocks [10][8] Political Landscape - The report highlights key political events in 2025, including the Upper House election and potential impacts on the ruling coalition's status [11][19] - The consumption tax cut is a hot topic ahead of the Upper House election, with various party pledges regarding tax policies [21][28]