Hi everyone, it's good to see you. Once again, you blink and the world goes mad. It's been a busy

several hours in geopolitics, but no need to worry when you've got Palvatar, Raoul's AI avatar. I'll get you up to

speed on the biggest market-moving news.

By the way, if you're one of those complaining that you'd prefer to hear what the real Raoul

thinks, well, you're going to have to wait until he gets his ass back to Cayman from all the

travel he's been doing lately. Trust me, he's got some insights. It'll be worth the wait.

In the meantime, you can listen to his right-hand

man, Julian Bittle, who's giving the latest MIT update for Real Vision Plus members. That's a must

watch. Anyway, let's dig into the markets. Global markets are shrugging off the latest

tensions between India and Pakistan and focusing more on US-China

reproachement. I'll get to that in a second, but notably, even the Bombay Senex closed

marginally higher today, despite India launching multiple attacks on Pakistan in retaliation for the

recent killing of tourists in a part of Kashmir that's controlled by India.

Pakistan has vowed to retaliate and claimed it had shot down five Indian Air Force jets and a drone,

the potential for escalation into a wider conflict between two nuclear powers, warrants keeping an eye on it.

Turning to more positive news, US and Chinese delegations will meet in Geneva

on Saturday for what Reuters called Icebreaker Trade Talks. Treasury Secretary Scott Besant

and Chief Trade Negotiator Jameson Greer will head the US team, while Vice Premier Heleefung

will lead the Chinese group. The news, first announced by Washington last night, boosted equity markets.

Speaking of trade, an additional story out of India worth highlighting is a deal it struck

with the UK after three years of negotiations.

In addition to trade discussions, economic data releases from major economies also play a positive

...