USDMYR 26y highs / Lithium / Bezos sells a lot of #AMZN, #SMCI #NVDA #PANW / #SHCOMP back to 3K

All ears and eyes on FOMC minutes first, then #NVDA after the bell, #SMCI off 30% of Friday highs.. few crazy moves out there. (up and now down). #Palo Alto weaker guidance last night, Jeff #Bezos needed a bit of cash, sold another $2.37bn of AMZN shares, for a total of $8.4bn in 10days, and SHCOMP rallies for 6th trading day, back at 3K ! #contrariantrade

#USDMYR at highest level since 1998 EMG crisis, where were you during the wild Oct 1998 ?

London Capital & Finance ran ‘Ponzi’ scheme, court told. Sums raised by investment firm allegedly spent on earrings, horses and shotguns

Relatively heavy UST coupon issuance over the next week

The price of Lithium is down 80% from its peak in 2021 - prices have normalized, good news

Elon Musk says Neuralink's first human patient can move a computer mouse with their mind

Israel's war against Hamas is hitting its economy even harder than expected

Asset Managers have built the largest S&P 500 futures position in history according to data from CFTC

Massive spending cuts have left the French government struggling to put together funding for a package of as much as €3 billion in military aid to Ukraine

Gold at $3,000 and oil at $100 by 2025? Citi analysts don't rule it out

UK listings : biggest message from JDcom buying/moving for Currys >>>> buy when it's cheap, and there are a lot of cheap companies in the UK, too cheap

-Markets : bit of profit taking in NVDA ahead of earnings!, similarly few USD longs took profit ahead of FOMC, with higher yields overall pushing CROSSJPY's higher, pretty wild correction/down moves in the hottest stocks/sector/Ai related YTD, big picture now is risk fairly well balanced going into FOMC, clearly though, if any further signs of a 'high for longer' scenario comes out, it will give further excuse for markets to keep bond under pressure (supply) and trigger further unwind of QQQ longs