Keir Starmer told European leaders in Munich that hard power is now the only currency that matters as speculation mounts he'll up defence spending sooner. But that doesn't make it any less hard to fund. Get the Readout with @allegrastratton https://t.co/GQmKKRecei
Original source ↗  |  February 16, 2026 at 17:26 UTC  |  Twitter - @business

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [9] TICKER: ARGT (Argentina ETF) DIRECTION: short THESIS: Argentine unions are holding a general strike over a labor reform bill, which could disrupt economic activity and create political instability, negatively impacting Argentine assets. SPEAKER: @ReutersBiz TIMEFRAME: short-term / medium-term

IDEA [12] TICKER: EWJ (Japan ETF), EEM (Emerging Markets ETF), specific Asian tech/AI infrastructure stocks DIRECTION: long THESIS: Emerging and developed Asian markets saw record net-buying by hedge funds last week, driven by optimism for AI infrastructure firms, suggesting continued upside potential for the region. SPEAKER: @

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