Sunday ends tensely and the week begins negatively.
The European Union has put a €93 billion retaliation package against the US on the table.
The market reacted badly to the uncertainty: trade risk between allies from February onwards has skyrocketed.

The result on screen: futures fell, Bitcoin collapsed -$2,000 in minutes, gas exploded +11%!

2️⃣ The €93 Billion "Bazooka" (Stalled)

The EU has designed its economic warfare weapon.

Leaders discussed today imposing €93 billion in tariffs on American products, but opted not to apply them immediately.

The goal is to use this massive threat as "bargaining power" in crucial meetings with Trump in Davos this week.

3️⃣ The Ultimatum: February 1st

Why did the market feel the impact?

Because the clock is ticking and an agreement seems distant.

Trump threatened to impose tariffs of 10% (rising to 25% in June) on 8 European countries (including Germany and France) if Greenland is not sold by February 1st.

Europe's hesitation today leaves the market exposed to this deadline.

4️⃣ Bitcoin: The Crash of Uncertainty (-$2k)

With tensions escalating in NATO and Europe armed but paralyzed, capital fled risk.

Bitcoin suffered a rapid drop when futures reopened, losing $2,000 in minutes.

It was a risk readjustment by those fearing that Davos will fail and the trade war will remain in the news for a long time.

5️⃣ Natural Gas: Military Movement (+11%)

The dispute is gradually moving from theory to reality.

The market is reacting to the deployment of European troops to Greenland and to Russia's rhetoric, which accused NATO of having "belligerent plans" in the Arctic.

With armies moving along the LNG route in the middle of winter, Natural Gas explodes +11%.

6️⃣ Flight to Real Assets

While diplomacy is in turmoil, money continues to flow into physical assets:

🥈 Silver (+5%), Gold (+1.7%): Soared at the opening.

In various disruption scenarios, such as now with another €93 billion trade deficit, precious metals are a safe haven outside the banking system.

7️⃣ Stocks in the Red

Futures also opened negatively:

🇺🇸 Nasdaq: -0.97%. 🇫🇷 CAC 40: -1.01%.

The week will be defined in Davos.

Europe will do everything to avoid using the €93 billion "bazooka". Trump has the 10% tariffs ready to go.

In the end, everyone is seeking an agreement. It's difficult to know exactly what it will be, but Trump will definitely do something with Greenland.