Key U.S PCE (Fed's preferred measure) up next / Druck & Elliott : mining-metals assets / PMI's and U.S govt 'shut down' chatters again

Week ahead : focus on U.S PCE core inflation (Fed's preferred inflation gauge), JPN inflation tomorrow is expected to drop below 2%, PMI's in China, Oz, Japan and EU. RBNZ meeting, consumer confidence data and we also have yet another deadline to avoid U.S government shutdown by the end of the week

First Druckenmiller, now Paul Singer's Elliott - the smart money's getting in mining "The mandate is to buy across all assets, including base metals and precious metals in addition to commodities in demand for electric vehicle production."

European gas prices peaked in the summer of 2022, soaring to more than €300/MWh at one point, prices are now back to pre-crsis levels - good news!

Harker said Fed rate cuts are 'near' while Jefferson predicts 'later this year'

The People’s Bank of China increased its reserves faster than anyone else last year. Whether it is due to geopolitics or prudence is anyone’s guess.  Nearly 42% of the more than 2800 A-share listed firms that have issued preliminary annual results are expecting an improvement in their 2023 earnings. Chinese banks in Guangzhou ease first-home mortgage requirements

Ryanair warns of 10% fare rise as new Boeing planes delayed

Forbes - Takeaways From Berkshire Hathaway’s 2023 Earnings And Buffett’s Letter

Nikkei - Japan stocks give boost to BOJ's case for monetary tightening

Merrill financial advisors' 1-year outlook is the most bullish in the history of BofA's Investment Manager Survey

Markets : slight 'divergence' with higher rates not leading to higher USD over last couple of weeks, equity markets enjoying a huge push last week, lead by you know who, Ifo was a little brighter on Friday, China continue with efforts to shore up its economy, U.S core PCE up next as key 'FED data', 4.35% highs on 10's UST last week, didn't seem to frighten anyone. NASDAQ 18K still a key top, SPX pushing towards big levels/year-end targets of 5'100-5'200, EUstockxx50 highs were 5'300 back in 2000, might still have room to run, DAC and CAC made news highs too