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The 2026 "soft landing" thesis is under fire as the standoff over Greenland triggers a global bond sell-off. Roman breaks down why the 10-year Treasury yield has spiked to a five-month high of 4.29% and what the President's tariff threats mean for your portfolio. We look at the "Sovereign Risk" signal coming from European pension funds, the record-shattering move in Gold, and why "Trade Policy" is now the #1 driver of market volatility.
By Roman Zelenetskyi, Zain QureshiThe 2026 "soft landing" thesis is under fire as the standoff over Greenland triggers a global bond sell-off. Roman breaks down why the 10-year Treasury yield has spiked to a five-month high of 4.29% and what the President's tariff threats mean for your portfolio. We look at the "Sovereign Risk" signal coming from European pension funds, the record-shattering move in Gold, and why "Trade Policy" is now the #1 driver of market volatility.