UST 10's : 4.2% key for risk & USD / #TSLA lowers prices again / Jordan at WEF again #USDCHF #GBPCHF

WEF : Lagarde, Bostic (in the U.S though), SNB's Jordan up later again (will he confirm yesterday's comments that weakened CHF?), Pakistan PM said he might leave early now (airstrikes with Iran)

Lagarde has blamed markets for holding up the ECB’s efforts to tame inflation. Bets on aggressive rate cuts are a distraction that complicates the battle to control runaway price rises, the European Central Bank president warned

OpenAI’s Sam Altman says human-level AI is coming but will change world much less than we think

Pakistan (WSJ): Carried out airstrikes in Iranian territory killing Pakistani militants there; the action was tit-for-tat retaliation after Iran hit a Jihadi group in Pakistan on Tuesday

Tesla slashed car prices again — this time in Europe. Consumers around the world increasingly do not want to pay full price for Teslas, once the leader of the EV market

The Hang Seng Index's P/E is now below the Nasdaq's P/B. Those two valuation ratios should not even be anywhere close one another/Thread

Google CEO tells employees to expect more job cuts this year

Yields up a little again yesterday, ont eh back of UK's inflation data and US retail sales, UST 10's 4.10-4.20 big level on way up, if we go through this, we are in for more risk-off into month-end, further correcting moves from Nov >>> Fed March cut, now down to 50% probability

USDollar follows bonds, and eventually so do equities, broadly speaking >>> January tend to correct moves from Q4, particularly when too consensus and now Central Bank's trying to walk some of those early rate cuts priced in

SPX500 4800 double top, corrective activity down to key 4'650 key med-term levels

#EURCHF #GBPCHF #USDCHF on their way up, correction higher, gone too far in 2023, overdone, now the CB probably ok with it, given low inflation in CH, decent probabilities looking at actual levels, CB stance, inflation and a decent carry particularly vs USD if you are a $ bull