In this article:

•  The Shift in Greenland Negotiations and NATO Implications

•  Financial and Commodity Market Reactions to Trade Policy

•  Pressure on Kraft Heinz: Is Buffett Exiting?

The geopolitical drama surrounding the Arctic took a significant turn last night as U.S. President Donald Trump announced the suspension of broad tariffs scheduled to take effect on February 1st. The announcement followed what was described as a “very productive” meeting between the President and NATO Secretary General Mark Rutte, during which a “framework for a future deal” regarding security and control in Greenland and the broader Arctic region was established. Trump, in his address at the World Economic Forum in Davos, clarified that while he does not intend to use military force to seize the Danish territory, the U.S. will not abandon its sovereignty demands. He maintained that control is essential for national security and the deployment of the “Golden Dome” aerial defense system.

Wall Street: A Moderate Sigh of Relief Amid Sharp Selectivity

The President’s announcement led to a swift recovery in major New York indices, following a day of sharp declines driven by fears of an all-out trade war with Europe. The S&P 500 rose by approximately 1%, supported by the news that eight key NATO allies—including Denmark, Germany, and the Netherlands—would not immediately face a 10% tariff. However, the market’s optimism remained selective; while general indices rose, technology stocks, led by Netflix, continued to suffer from negative sentiment. Wall Street analysts noted that the market is still “pricing in high geopolitical risk,” as the threat to increase tariffs to 25% by June remains on the table if negotiations fail to produce a finalized agreement.

The Kraft Heinz Drama: A Shadow Over the Food Giant

While the broader market recovered, Kraft Heinz (KHC) experienced a significant downturn, plunging 5.9% to a five-year low. The blow came from Berkshire Hathaway, Warren Buffett’s holding company, which filed a prospectus with the SEC allowing for the sale of its entire stake—approximately 325 million shares worth an estimated $7.8 billion. Although the filing does not indicate an immediate sale, investors interpreted it as a clear sign that Buffett is losing faith in the food giant, which is struggling with declining U.S. sales and structural changes. This move created aggressive selling pressure that weighed down the entire consumer staples sector.

Commodities as a Safe Haven: Gold Eyes $5,000

Uncertainty regarding the future of NATO and the U.S. Arctic strategy sent gold prices surging over 2%, trading near record levels of $4,850 per ounce. Investors, fearing a diplomatic escalation in Davos, flocked to safe-haven assets. The tension with Denmark and the use of tariffs as a tool for territorial leverage have shaken confidence in global economic stability, leading gold to complete a double-digit jump since the crisis began. Commodity analysts estimate that if tensions with Russia and China in the Arctic intensify, the precious metal could cross the $5,000 threshold in the coming months.

Looking Ahead

The coming months will be defined by the race for a “Greenland-NATO” agreement. The market will closely monitor the work of Vice President J.D. Vance and Secretary of State Marco Rubio, with the next critical deadline set for June 1st—the date when tariffs could jump to 25%. In the corporate sphere, attention will remain on Berkshire Hathaway’s potential exit from Kraft Heinz; a massive sell-off by Buffett could serve as an omen for traditional value stocks in an environment of inflation and tariffs. Investors are advised to maintain hedges through gold and commodities as long as the “Golden Dome” and Arctic sovereignty remain open issues on the international agenda.