Geopolitical Developments - The New START treaty between the U.S. and Russia is set to expire, marking the end of the last major nuclear arms control agreement, raising concerns about global strategic stability and the potential for an unconstrained nuclear arms race [2] - Iran has summoned all EU ambassadors in response to the EU's designation of its Revolutionary Guard as a terror group, while the Iranian Foreign Minister indicated a realistic approach in ongoing negotiations with the U.S. [3] Market Performance - Europe's Basic Resources Index fell sharply by 3.3%, indicating its largest daily drop in nearly ten months, affecting major companies like Glencore, which dropped by 4.1%, and Julius Baer, which fell by 1.9% [5] - Economic data from Europe showed mixed results, with Switzerland's Manufacturing PMI at 48.8, below expectations, while the Services PMI rose to 53.8, indicating expansion [6] Corporate News - Royal Caribbean Group received a target price increase from JP Morgan, moving from $368 to $371 [7] - Tesla saw a significant increase in new registrations in Sweden, up 26.4% year-over-year in January [7] - Lloyds had its rating cut to "Sell" from "Hold" by Shore Capital, although its target price was raised from 84p to 91p [7]

The incipient nuclear-arms race may start in earnest in 2026. A nuclear free-for-all beckons, as China rapidly builds up its arsenal, and America’s allies and foes alike think of going nuclear https://t.co/elOsXN4gJA ...

The incipient nuclear-arms race may start in earnest in 2026. A nuclear free-for-all beckons, as China rapidly builds up its arsenal, and America’s allies and foes alike think of going nuclear https://t.co/TXhRyCAybXIllustration: Petra Péterffy https://t.co/ibHEXm15Sx ...

US Politics & Government - The report highlights concerns about potential government overreach and censorship, particularly under the Trump administration, including attacks on the media and threats against universities [3][6][8][9] - The discussion includes the controversy surrounding the Jeffrey Epstein case, with questions raised about government transparency and potential cover-ups, especially regarding Trump's connections and the handling of the case by his administration [4][5][65][66][67] - The report mentions Republican efforts to investigate the Epstein case, but questions the seriousness and motives behind the subpoenas issued, suggesting a potential attempt to spread blame and create political content [68][69][70][71][72][73] - The report discusses the issue of redistricting in Texas, with allegations that Republicans are attempting to change the rules to maintain power, potentially undermining democracy [91][92][93][94] Media & Press Freedom - The report emphasizes the importance of press freedom and the role of journalists in holding government accountable, referencing Bob Woodward's work on Watergate and his recent reporting on Trump [2][10][11][27] - The report raises concerns about potential political interference in media, including the FCC's role in shaping media coverage and Trump's attacks on news outlets [19][20][21] - The report discusses changes at the Washington Post, including departures of reporters and potential shifts in editorial direction, raising questions about the influence of ownership on journalism [12][16][17][18] Nuclear Arms Race & Global Security - The report marks the 80th anniversary of the Hiroshima bombing and discusses the ongoing threat of nuclear weapons, emphasizing the need for international efforts to contain and eliminate them [38][39][45][52] - James Cameron discusses his upcoming film about Hiroshima, aiming to humanize the victims and warn against the dangers of ignoring history and repeating past mistakes [41][43][44][46][47][48][49] - The report highlights the urgency of addressing the nuclear threat, particularly in the context of current geopolitical tensions and the potential for human error in the chain of command [50][51][60][61][63]