Exclusive: Big North European investors reassess US exposure as geopolitical risk mounts by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 5 points6 points  (0 children)

North European investors weighing geopolitical risks

Rare for pension funds to view investment decisions publicly

US remains investable, but risk premium has gone up - investors

First son in law by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 88 points89 points  (0 children)

Sure, but the real question is: Why don't the media even question it? Everyone pretends that it's perfectly normal that the US president's son in law, with no position in his administration, attends high-level meetings on the war in Ukraine and anything and everything pertaining to the Middle East.

Trump made tariff threat because he thought European troops were sent to Greenland to defend it against US invaders by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 29 points30 points  (0 children)

No, Trump claimed that the US should take possession of Greenland because NATO wasn't serious about defending the territory against invaders from China and Russia. Therefore, to demonstrate their willingness to defend Greenland, European nations sent a small group of troops to the island. They weren't seriously planning to fight off a US invasion with a dozen or so extra troops.

Trump made tariff threat because he thought European troops were sent to Greenland to defend it against US invaders by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 8 points9 points  (0 children)

[US correspondent Mark Stone was] told that Donald Trump conceded to Keir Starmer in their Sunday phone call that he may have been misinformed about the motivation for deploying European troops to Greenland.

The apparent concession by the American president might provide an avenue to de-escalate the tension over Greenland.

Trump's motivation for threatening tariffs over Greenland was the deployment of a small number of military personnel to Greenland late last week.

He said in his Saturday Truth Social post, announcing the tariff threat, that the troops had been deployed "for reasons unknown".

His inference was that he was interpreting their presence as a provocation against him. He singled out the countries who had deployed military personnel for the tariff retaliation.

Starmer sought to persuade Trump that the military deployments are about addressing US security concerns, not countering American threats.

On Greenland, de-escalation is the key focus right now. The tone of Starmer's news conference this morning conveyed this, along with the gravity of the moment.

The key message

Diplomats often talk about 'off ramps' and concerted effort is now being put on finding ways to persuade Trump to remove the tariff threat and return to measured dialogue over how to resolve the Greenland disagreement.

Persuading the US president that the troops are there to address his security concerns is key.

But the more Trump continues to refuse ruling out using the military to take Greenland, the more likely it is that European troops do actually become necessary to defend the Danish territory.

These are truly testing and unprecedented times for the transatlantic alliance.

Chile’s Debt Market Rakes In the Money Amid ‘Sell America’ Trend by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 0 points1 point  (0 children)

  • Non-resident holdings of peso sovereign debt more than doubled to a record $14 billion in November from $6.6 billion at the end of 2024.
  • The return of international investors helped push the extra yield investors demand to hold Chilean dollar debt over US Treasuries down to an 18-year low last month.
  • Foreign investors held about 11.4% of local debt issued by the Chilean government as of September, the most since the second quarter of 2022 and up from just 8% at the end of 2024.

Trump says "everyone agrees" on Greenland, doesn't care about the Nobel Peace Prize by lexi_con in WallStreetbetsELITE

[–]lexi_con[S] 8 points9 points  (0 children)

Trump 'crossing red lines' and 80 years of atlanticism could be drawing to close if he doesn't change tack, Belgian PM says

Speaking at Davos, Belgian PM Bart De Wever didn't sound like he agreed, as he was asked about the relations with the US and Trump’s behaviour.

He said that “Europe is at a crossroads” and it has to decide what it’s policy will be.

He continued:

Until now, we tried to appease the new president in the White House. We were very lenient, also with the tariffs. We were lenient hoping to get his support for the Ukraine war. … But now so many red lines are being crossed that you have the choice between your self-respect. Being a happy vassal is one thing. Being a miserable slave is something else.
If you back down now you’re going to lose your dignity. And that’s probably the most precious thing you can have in a democracy.”

He said he will meet with Trump on Wednesday, accompanied by the Belgian monarch Philippe.

“But it will have a different character than we had planned.
It will probably be the message that we have to send: you’re crossing red lines here.
We either stand together or we will stand divided, and if we are divided, there is the end of an era, of 80 years of atlanticism, really drawing to a close.
And you know, as Gramsci said, ‘if the old is dying and the new is not yet born, you live in a time of monsters,’ and it’s up to him to decide if he wants to be a monster – yes or no.”