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The Latest Breaking News from Marko Papic

JPMorgan launches ‘lean and mean’ geopolitics arm

Wall Street is tapping longtime Washington insiders for help navigating an increasingly uncertain landscape.

Fortune

Trump's 'angry' tariff threat on Russian oil has Putin cornered—and it could accelerate a peace deal with Ukraine, expert says

Trump’s threat of secondary tariffs on oil could halve Russia’s government revenue.

Fortune

JD Vance may be right and wrong about the Suez Canal and Europe

Attacks on tankers or, worse, a wider conflict in the Arabian Peninsula, could spur stagflation.

Fortune

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Why lowering the yield on 10-year bonds is more important to Trump than the stock market or interest rates

Roughly six in 10 U.S. adults report owning stock, but nearly 80% of American households have some type of debt.

Fortune

Trump wants half of Ukraine’s minerals. Is a deal possible?

The total value of Ukraine’s mineral deposits has been pegged in the trillions, but a deal with the U.S. faces several roadblocks.

Fortune

Bond yields are soaring—and that could pose a problem for Trump

If bond markets riot, some think it will encourage the president-elect to deliver scaled down versions of his campaign promises.

Fortune

How Elon Musk, Donald Trump And DOGE Will Take On The Federal Government, And What It Means For The S&P 500

With Elon Musk as his government efficiency chief, President-elect Donald Trump has made a surprise turn to fiscal sustainability. It won't be easy.

Investors Business Daily

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The Federal Reserve Race To Take Down The S&P 500 And Break The World

Aggressive Federal Reserve rate hikes are straining global currencies and economies. But the Fed may not stop until something breaks.

Investors Business Daily

Brace for more Russian plot twists, geopolitical strategist says

When assessing what a political leader is going to do, Marko Papic doesn’t give much weight to the person’s desires. Rather, he looks at what he calls “material constraints.” In other words, what factors will limit the leader’s ability to get what he or she wants.

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