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Quantum Strategy
@quantumstrategy.bsky.social
The leading researcher in macro that matters to markets
Reposted by Quantum Strategy
Those 🇫🇮Finns who have completed their conscription service, “regardless of rank, [will have] to carry on as reservists until age 65.

Over a 5-year period, the change is projected to boost the number of reservists by around 125,000 members, bringing the total to approximately one million by 2031.”
Finland's Defence Committee supports increasing reservist numbers
The change would expand Finland's military reserve to around a million people by the year 2031.
yle.fi
November 27, 2025 at 9:50 PM
Drewry’s World Container Index decreased 2% to $1,806 per 40ft container this week. The decline was primarily due to reduced rates on the Transpacific and Asia–Europe trade routes.

www.linkedin.com/posts/drewry...
#drewry #worldcontainerindex #containers #shipping #supplychains #logistics #oceanfreightrates #transportation | Drewry Shipping Consultants Ltd
Drewry’s World Container Index decreased 2% to $1,806 per 40ft container this week. The decline was primarily due to reduced rates on the Transpacific and Asia–Europe trade routes. Access our full ana...
www.linkedin.com
November 27, 2025 at 11:49 PM
Reposted by Quantum Strategy
If inflation comes up at the dinner table, don’t forget to draw attention to a deeper structural driver of high prices: corporate power.

Much of the food industry is dominated by a few corporate giants with the power to keep prices high because they face little competition.
November 27, 2025 at 7:01 PM
Reposted by Quantum Strategy
'Russia wants to drive a wedge between Poland and Ukraine, deepen the already extreme political polarisation in Poland, and empower domestic forces hostile to the European Union' writes Sławomir Sierakowski.
Is Russia's Hybrid War on Europe Becoming Conventional?
From arson attacks on civilian targets to the recent bombing of a rail line between Warsaw and Ukraine, Russian provocations inside Poland are intensifying. By stoking anti-Ukrainian and anti-EU sentiment, the Kremlin hopes to empower the "useful idiots...
www.rusi.org
November 27, 2025 at 5:50 PM
China warns internal affairs off limits after report Trump asks Takaichi to ‘temper’ tonr

www.scmp.com/news/china/d...
‘Internal affair’: China dismisses reported US mediation in Japan row
Tokyo denies Wall Street Journal report that Japanese leader was advised not to provoke Beijing on Taiwan issue.
www.scmp.com
November 27, 2025 at 12:50 PM
Trump declares ban on South Africa from attending next G20

More hatred based on prejuduce , ignorance and lies. God save us from America!

Trump declares ban on South Africa from attending next G20 jrnl.ie/6886771
Trump declares ban on South Africa from attending next G20
The presidency of the G20 was formally handed over by South Africa to the US this week.
jrnl.ie
November 27, 2025 at 12:22 PM
Hate is cheap. It is understanding that is alien. And thus proper response impossible. How terrible is the daily awakeing of evil in the world.

www.bbc.com/news/article...
US suspends immigration requests for Afghans after National Guard shooting
The alleged gunman in the Washington shooting is an Afghan national who entered the US in September 2021.
www.bbc.com
November 27, 2025 at 11:11 AM
The New Cold War is Here by David Roche

Engelsberg Ideas.

NOVEMBER 26, 2025

engelsbergideas.com/essays/the-n...
The New Cold War is here
As China consolidates an ideological and strategic bloc with Russia, Iran and North Korea, it seeks nuclear parity with the United States, technological and economic autonomy, and greater control over...
engelsbergideas.com
November 26, 2025 at 4:53 PM
Beijing demands clarity from Japan on one-China principle as diplomatic row escalates

www.scmp.com/news/china/d...
Beijing demands clarity from Japan on one-China principle as row escalates
Foreign ministry and state media turn up the heat on Tokyo as countries continue to clash over Sanae Takaichi’s Taiwan comments.
www.scmp.com
November 26, 2025 at 3:51 PM
Taiwanese leader pledges US$40 billion rise in defence spending to ‘defend democracy’

www.scmp.com/news/china/d...
Taiwanese leader Lai pledges US$40 billion rise in defence spending
William Lai says in newspaper article that the eight-year spending commitment is aimed to create ‘greater costs and uncertainties’ for Beijing.
www.scmp.com
November 26, 2025 at 3:50 PM
Philippine scandal escalates as Marcos’ family accused of budget corruption, patronage

Philippine scandal escalates as Marcos’ family accused of budget corruption, patronage www.scmp.com/week-asia/pe...
Accountability test for Philippines’ Marcos family as budget scandal widens
Zaldy Co’s claims strike at the core of a system where budget power, patronage and family networks have long been intertwined, analysts say.
www.scmp.com
November 26, 2025 at 3:48 PM
The FT article on Ireland’s defences (or lack of them).
Nothing new but well aggregated.

on.ft.com/3KkixHw
How Ireland became the weak spot in Europe’s defences
With few ships and limited intelligence-sharing, some say the country cannot hope to protect itself or its infrastructure
on.ft.com
November 25, 2025 at 2:31 PM
Alibaba posts 5% rise in quarterly revenue on AI, cloud computing momentum

www.scmp.com/tech/big-tec...
Alibaba posts 5% rise in quarterly revenue on AI, cloud momentum
‘We have entered into an investment phase to build long-term strategic value in AI technologies and infrastructure,’ CEO Eddie Wu Yongming says.
www.scmp.com
November 25, 2025 at 12:56 PM
Reposted by Quantum Strategy
Maker of China’s C919 receives massive capital injection amid supply chain challenges

www.scmp.com/economy/chin...
Maker of China’s C919 receives capital injection amid supply chain challenges
The state-owned Comac has received more funding from its stakeholders, a timely infusion as the company attempts to clear a backlog of C919 orders.
www.scmp.com
November 25, 2025 at 12:52 PM
Israel sacks three generals over their failure to prevent October 2023 attack jrnl.ie/6884726
Israel sacks three generals over their failure to prevent October 2023 attack
The firing comes after all three had already resigned from their posts.
jrnl.ie
November 25, 2025 at 5:55 AM