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PUBLICATIONS
Recap | 16 January 2026
US lawmakers visit Greenland as President Trump waves new tariff threat Back-channel diplomacy wards off US action in Iran where protests dissipate Canada treats with China on trade in sign of new world order US and Taiwan agree on tariff relief, chip investment Small-cap stocks outperform on week amid oil pullback Hassett loses front-runner status to succeed Powell as Fed Chair FOMC participants emphasize independence and signal January pause Administration explores addition
1 day ago8 min read
Recap | 14 January 2026
US withholds response to Iran's crackdown amid tension Denmark cites 'fundamental disagreement' over Greenland US data points to ebbing price pressures, resilient activity Central bankers reiterate importance of Fed independence Equities relent as technology, bank stocks drag; oil and silver retreat China posts record surplus on diversified trade flows Japan plans elections while boosting ties with South Korea, Philippines US announces second phase of peace agreement in Gaza
4 days ago8 min read
Recap | 12 January 2026
Facing probes, Powell defends Fed independence Iranian crackdown prompts US tariffs, military planning NATO's fate tied to Greenland's Stocks, metals climb to records as dollar weakens, oil rallies Credit card cap proposal weighs on banks Snap election prospects in Japan see weaker yen US steps up rhetoric against Russia at UN G7 plots rare earths strategy Germany inks agreements with India EU and China seek to resolve EV tariffs US and Taiwan negotiate tariffs, chip investme
6 days ago6 min read
Recap | 9 January 2026
Iranian protests draw government defiance, crackdown Russia uses hypersonic missile in Ukraine US pushes for oil investment in Venezuela amid uncertainty, quarantine White House reiterates Greenland goal Tepid job growth highlights precarious labor market MBS purchases ordered in bid to lower borrowing rates Stocks defy geopolitical risks to climb to new records, oil rallies No tariff ruling from Supreme Court EU moves forward on Mercosur trade agreement India and Australia t
Jan 106 min read
Recap | 7 January 2026
US Eyes Indefinite Control of Venezuela's Oil Proposed Greenland Annexation Vexes Allies Security Assurances Take Shape in Ukraine Housing, Defense Sectors Upended by Trump Proclamations JOLTS Data Hint at Stagnant Labor Market CBO Lowers Population Growth Estimates China Restricts Dual-Use Exports to Japan South Korea Looks to China as Mediator with North Saudi Arabia, UAE Proxy Battle in Yemen EDWARD VON DER SCHMIDT Headlines US Eyes Indefinite Control of Venezuela's Oil :
Jan 85 min read
Recap | 5 January 2026
We are reintroducing the Datum Research Recap, which will be published on Mondays, Wednesdays, and Fridays (excluding holidays). Your feedback is very welcome! US Removes Venezuela's Maduro World Responds to America's New Doctrine Ukrainian Security CES 2026 Defense Contractors, Energy Stocks, and Metals Rally OECD Global Minimum Tax* US Manufacturing PMI Declines Iranian Protests Continue Syria and Israel to Resume Mediation Yemeni Separatists to Meet with Saudi Arabia China
Jan 65 min read
Recap | 29 December 2025
We are reintroducing the Datum Research Recap, which will be published on Mondays, Wednesdays, and Fridays (excluding holidays). Your feedback is very welcome! EDWARD VON DER SCHMIDT Headlines China Surrounds Taiwan: In a second day of live-fire military drills that continued into Tuesday, China's People's Liberation Army (PLA) encircled Taiwan. Dubbed "Justice Mission 2025", the large-scale operation simulated a blockade of the island and has involved naval and aerial forces
Dec 30, 20255 min read
Recap | 26 December 2025
We are reintroducing the Datum Research Recap, which will be published on Mondays, Wednesdays, and Fridays (excluding holidays). Your feedback is very welcome! EDWARD VON DER SCHMIDT Headlines Ukraine Peace Proposal: Ukrainian President Zelenskyy will meet with President Trump in Florida on Sunday to discuss key parameters of a 20-point peace proposal to end the war with Russia. The talks may cover how to handle de facto concessions of territory, foreign security guarantees,
Dec 27, 20253 min read
Notes | President Trump's Address to Congress
Introducing Datum Research Commentary, Notes will comprise short annotations of current events, topical developments, and important themes. 5 MAR 2025 EDWARD VON DER SCHMIDT President Trump outlined a decidedly transactional posture toward foreign policy and trade in particular. The appearance of American dominance and economic reciprocity in bilateral relations (or lack thereof) will greatly influence what policies are actually effected and for how long. The administration's
Mar 5, 20253 min read
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