Global Outlook: Busy End Of The Year
Weekly PROPHET NOTES 12/29/25
Welcome to another week! Despite the holiday season we had plenty of developments. There is really no rest when you track global events. Between Ukraine, Venezuela and Taiwan we had the most packed week in months.
So without further ado, click that subscribe button and see the world for yourself.
Weekly Outlook
US Inc.
Greenland is once again a topic as Trump sparked a backlash in Denmark and Greenland after naming an envoy there, Jeff Landry, the governor of Louisiana.
Comment: the Monroe Doctrine looks both south and north.
The Trump admin paused leases for 5 large wind farms that were under construction on the east coast. Cited reason is national security risk.
Comment: wind is dead, conventional and nuclear are the way. It’s no time to fight climate change, energy must be first and foremost cheap.
The DoJ continues to release the Epstein files. They also communicated about finding additional 1 million files that they need to go through.
Comment: considering that Trump is now in full control of the Epstein narrative, the staggered release along with a promise of weeks of new drops means team Trump wants to make this situation about Democrats to hurt them before the midterms. I will be watching the next drops to understand if that is the case.
The Americas
A lot is happening in Venezuela. The US is chasing tankers, while the regime is under a naval blockade. On top of that there are rumors, or rather a direct statement from POTUS, that the US struck a facility in Venezuela on December 24th.
Comment: peace through strength, TACO only works with tariffs.
Nasry Asfura was declared the winner of Honduras presidential election.
Comment: Trump gets what he wants when it comes to South America. There is no other way, no one will come to rescue.
Jair Bolsonaro endorsed his son, Flavio, to be the next president. The elecitons will be held in October.
Comment: this will probably be the most interesting election in 2026.
Asia
China launched new, massive military drills around Taiwan.
Comment: this is most likely a response to the announced aid package from the US. But make no mistake, the chance of the actual invasion is extremely low. China is keen to see its approach of a thousand cuts to fruition.
Najib Razak was sentenced to 15 years in prison for abusing power and money laundering in the largest trial yet related to Malaysia’s 1MDB scandal.
Comment: wonder what will happen once the scam center scandal is unraveled.
Thailand and Cambodia agreed to an immediate ceasefire.
Comment: negotiations about scam centers are progressing.
Myanmar general election is ongoing.
Comment: does it really matter? The country is in a deep civil war anyway and the junta cannot overcome it.
Middle East & Africa
The US launched strikes against ISIS in Nigeria on the Christmas Eve. The Nigerian government had approved the strikes. Pete Hegseth also warned of more strikes.
Comment: the scramble for Africa.
Somalia’s capital held a municipal election, the first in decades, as Israel recognized Somaliland.
Comment: as above, 2026 will be wild when it comes to Africa. I had it booked for later to be honest.
The Libyan army’s chief of staff died in a plane crash in Turkey, where he had been on an official visit. The cause of the crash remains unknown.
Comment: do I have to repeat myself?
Europe
There was plenty happening around Ukraine. Bilateral meetings between the US and Ukraine and the US and Russia yielded enough of a progress for Zelensky to come to the White House. But nothing came out of the visit as Putin rejected the proposal for a ceasefire to conduct a referendum. However, the deal is supposedly 95% done with US security guarantees already decided.d
Comment: as I wrote on X, there is a vibe shift in the peace process and there is an opportunity to reach an agreement now.
This comes as Russia advances on Siversk, and while Ukraine and Russia deal each other strong blows.
Comment: Russia was and will continue to project strength as it tries to force Ukraine into an unfavorable ceasefire.
France’s National Assembly passed a stopgap bill to keep the government running throughout January. However, there is still a fundamental problem in the ruling aprty not being able to pass the budget.
Comment: as long as Macron is in there is no chance for a consensus.
Business, Finance & Economics
After a very favorable CPI print now we learn that the US GDP grew by 4.3% y/y in Q3.
Comment: Slightly cooked numbers continue to pour to. create an illusion of prosperity.
Silver and gold rally on no apparent news.
Comment: silver is an important element in many processes and its main supply comes from being a byproduct of other mining and smelting. 2026 is going to be interesting.
Comment: European auto industry is done…
Wrap up
And that’s all for the week. As I focus really hard on Venezuela right now, I will post the video in the next couple of days along with an update on Russia and Indo-Pacific, especially considering the Taiwan escalation.
Stay strong and see you soon!
This is not official investment or life advice. Do your own research. This are only my opinions and I encourage anyone to do their own research before putting any money anywhere.