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Policy Shifts and Market Volatility: A Turbulent Week

Over the last week, global markets experienced dramatic swings, highlighting how, in the current economic landscape, the US President’s willingness to endure market disruptions may outweigh traditional indicators like inflation, GDP, or job numbers. The volatility was fueled in part by escalating tensions between the US administration and Europe, particularly regarding Greenland. As President Trump attended the World Economic Forum in Davos—a yearly event where world leaders and influential figures gather to discuss international collaboration—investors grew increasingly anxious that diplomatic posturing could escalate into concrete measures. The underlying concern extended far beyond mere rhetoric...