Today’s signal is about who holds the levers. The levers are control of mining rules, control of balance sheets, and control of cross-border access. When those levers shift, investors reprice risk quickly. Often before any headline “crisis” arrives. 1. South Africa — ArcelorMittal SA in advanced talks with IDC as shares jump (Jan 22) ArcelorMittal […]
Trump warns Iran to make a nuclear deal, threatening new U.S. attack
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