Covering The Intersection Of Geopolitics, Global Markets, & Economic Confidence | Follow @ArmstrongEcon for more
Joined January 2010
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South Korea Aims to Accurately Identify AI Content - South Korea may be doing something the rest of the world should have done the moment artificial intelligence escaped the laboratory and flooded the internet, pushing mandatory watermarking for AI-generated content, as society is rapidly reaching the point where nobody knows what is real anymore. zurl.co/aHWUX
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German Chancellor Friedrich Merz is now proposing that Ukraine receive an “associate member” status within the EU, allowing participation in summits, ministerial meetings, portions of the EU budget, and even coverage under the bloc’s mutual defense clause, all without formal full membership. zurl.co/zLhEc
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American Consumer Confidence Cracks as the War Cycle Intensifies - The index declined to 44.8 in May as Americans increasingly fear inflation, rising fuel costs, and economic instability tied directly to the expanding conflict with Iran. zurl.co/4R2zB
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Britain is now discovering you cannot dismantle your industrial and energy base, wage war on domestic production, impose endless climate regulations, and still expect to maintain a functioning economy. Reality eventually arrives no matter how many politicians attempt to legislate against it. zurl.co/hUep4
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The Grocery Store Is Becoming a Surveillance Center - People still think inflation is simply rising costs or supply shortages, but what they fail to understand is that we are entering a completely different phase where prices themselves will become individualized. zurl.co/KEjr1
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The West still refuses to understand what is taking place because they are trapped inside their own propaganda. They actually believed sanctions would isolate Russia, collapse its economy, frighten China, and force the world back under American and European financial dominance. zurl.co/hIJYQ
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A real bull market is something rising in a broad basket of currencies. Then and only then do you see how markets truly respond. This 80% crash is nonsense. To achieve that, which is a repeat of 1929, so many things would have to be different. zurl.co/GhuKt
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Digital Surveillance Is Becoming the New Form of Government Power - According to reports from WIRED, DHS used a “customs summons” under the Tariff Act of 1930 to demand location records, account activity, and identifying information connected to a Canadian man who had criticized ICE online following controversial immigration enforcement incidents earlier this year. zurl.co/i3qnE
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Indiana is preparing to impose some of the toughest penalties in the country against employers hiring illegal migrants, including fines reaching $10,000 per violation and the possible permanent revocation of business licenses. zurl.co/x7gZ0
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Canada Is Running Toward Europe as the West Fractures - Mark Carney’s decision to make Canada the first non-European nation ever invited into the European Political Community summit tells you everything about where Ottawa is heading politically. zurl.co/2KWPC
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Eurozone inflation is accelerating again at the worst possible moment for Europe. Consumer prices rose 3% in April compared to 2.6% the previous month, driven primarily by surging energy costs tied to the Iran conflict and fears surrounding the Strait of Hormuz. zurl.co/WFRVn
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The War on Crypto Was Always About Control - The U.S. Treasury has now frozen $344 million in cryptocurrency tied to Iran, according to Treasury Secretary Scott Bessent, who announced sanctions targeting multiple digital wallets allegedly connected to Tehran. zurl.co/7qeNX
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What is unfolding right now is not just another dispute inside OPEC. This is the beginning of the breakdown of coordinated global energy policy under the pressure of war. The decision by the United Arab Emirates to exit OPEC effective May 1 comes as oil supply is being physically disrupted, not merely negotiated. zurl.co/MmQHC
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South Korea has now overtaken the United Kingdom to become the world’s eighth-largest stock market. The total market capitalization of Korean equities has exploded more than 45% in 2026 alone to roughly $4.04 trillion, while the UK has barely moved, rising about 3% to $3.99 trillion. zurl.co/AgN3V
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What is unfolding in Portugal is a perfect example of how the cycle turns quietly before the public even realizes what is taking place. The arms industry there is now expanding at a pace that would have seemed unthinkable just a few years ago. zurl.co/4Z0VH
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We have a ECM turning point coming in June as well as June showing up on so many markets globally. What these morons are doin is undermining their own systemn of power and they are too caught up in their position of glorified power to even see what they have unleashed. % years ago, many question the 2032 forecast. zurl.co/V8Uht
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Germany has now openly declared its intention to become the dominant conventional military power in Europe by 2039. What Berlin is doing is a structural shift that has been building quietly for years, and now it is being formalized in plain sight. zurl.co/kVO8P
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