‼️ Alert: Unconfirmed reports that President Trump will announce that the US is leaving NATO in his joint address to US Congress tomorrow!
Source: US Homeland Security News @defense_civil25 on X
It seems that US opinion on Ukraine spending and Zelensky is starting to turn.
These numbers are from CNN which is definitely NOT pro-Trump. 👉 More people now think the U.S. is helping Ukraine too much—up from 7% to 41%. 👉On top of that, trust in Zelensky fell from 72% to under 48%
🚨BREAKING: UKRAINE AGREES TO U.S. MINERALS DEAL AFTER TRUMP ADMINISTRATION DROPS $500B DEMAND
Kyiv has finalized a minerals deal with Washington, securing joint development of Ukraine’s oil, gas, and mineral resources—but only after the Trump administration dropped its toughest demands, including a $500 billion revenue claim. The deal establishes a fund where Ukraine will contribute 50% of proceeds from future mineral monetization, but it does not include the security guarantees Kyiv originally sought. With Zelenskyy expected to visit the White House for a signing ceremony, this deal marks a major shift in U.S.-Ukraine relations under Trump. Source: Financial Times thru Mario Nawfal on X
Tariffs are set to rise to 18% under Trump - according to the Tax foundation This level was last seen around the Great Depression
Source. Bravos Research, Apollo
Germany political situation summarized in one chart
A CDU/CSU and SPD coalition holds a clear majority w/328 out of 630 seats. However, fringe parties AfD and Linke have a blocking minority of 216 seats, making it harder to revise the debt brake. Still, defense spending can be arranged through European mechanisms, bypassing the German debt brake, and the Left Party is likely to support changes for infrastructure investment in Germany. Source: HolgerZ, Goldman Sachs
HolgerZ on German elections results 👇
•🚨 CDU leader Friedrich Merz has emerged as the winner of a turbulent federal election. The CDU/CSU secured just 28.6% of the vote—its second-worst result in history. The SPD, expected to be the next coalition partner, collapsed to 16.4%, marking its weakest performance since World War II. Meanwhile, the far-right AfD doubled its support to 20.8%, and the Left Party also saw a significant surge, reaching 8.8%. 👉 The FDP and BSW failed to clear the 5% threshold and will NOT be represented in the Bundestag. W/just 45% of the vote, a CDU/CSU-SPD coalition is possible, avoiding the need to include the Greens, who dropped to 11.6%. 👉However, fringe parties now hold a blocking minority, making constitutional changes—such as setting up an off-budget defense or infrastructure fund or reforming the debt brake—dependent on concessions to them or impossible altogether.
German elections: the polls were spot on; no shocks, no surprises.
What does this mean for the new coalition government (most likely between CDU/CSU and SPD). Here is a handy primer from Deutsche Bank. Source: zerohedge, DB
EU SLAPS RUSSIA WITH NEW SANCTIONS
by Evan on X. As Trump’s administration hints at potential sanctions relief for Russia, the EU is doubling down with a fresh wave of restrictions, including a ban on Russian primary aluminum imports. Secretary of State Marco Rubio suggested that Europe will eventually have to join negotiations, stressing that “concessions on all sides” will be necessary to resolve the Ukraine conflict. Despite the shift in U.S strategy, EU leaders are holding firm, with Ursula von der Leyen insisting that the bloc remains committed to pressuring the Kremlin. Source: Euronews
