Global capital markets are facing a brutal dual squeeze as 5% Treasury yields and $108 crude oil shatter expectations for monetary easing. Meanwhile, enterprise tech buyers are caught in a bizarre regulatory whiplash: AI creators are actively begging for safety guardrails while the federal government dismantles them. From Europe's shifting defense architecture to the EPA sacrificing climate rules for data centers, today's geopolitical and technological shifts are forcing a massive repricing of corporate risk. • Finland joins France's nuclear deterrent, signaling a permanent shift in NATO's eastern risk premiums as Europe hedges against US political cycles. • Benchmark 10-year US Treasury yields breach 5.0% and Brent crude tops $108.50, threatening Q4 corporate operating margins. • AI stocks slump worldwide as a clash between cautious AI lab leaders ...