<p>Trump hits NATO allies with tariffs over Greenland, China's  population shrinks for the fourth year, and AI pivots from efficiency to innovation. Plus: three trade ideas — long gold, long European defense, short high-duration European bonds. Gold just hit $4,700.  </p>

Trump hits NATO allies with tariffs over Greenland, China's population shrinks for the fourth year, and AI pivots from efficiency to innovation. Plus: three trade ideas — long gold, long European defense, short high-duration European bonds. Gold just hit $4,700.

<p>Trump hits NATO allies with tariffs over Greenland, China's&nbsp; population shrinks for the fourth year, and AI pivots from efficiency to innovation. Plus: three trade ideas — long gold, long European defense, short high-duration European bonds. Gold just hit $4,700. &nbsp;</p>

19/01 Markets Move. We Tell You Why.

Markets move. We tell you why.

Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed.

Sharp. Fast. Occasionally cynical. Always actionable.

New episode every market day. 8 minutes. Coffee not included.

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Business News

Markets move. We tell you why. Alex and Emma cut through the noise to deliver what matters for investors. Geopolitics, macro, AI, commodities, trade ideas, and the stories everyone missed. Sharp. Fast. Occasionally cynical. Always actionable. New episode every market day. 8 minutes. Coffee not included.

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19/01 Markets Move. We Tell You Why.

19/01 Markets Move. We Tell You Why.