Week ahead full of macro data, U.S CPI key, BoJ next week / #NVDA 'turned' / #EURJPY #USDJPY ⬇️

Week ahead : Tuesday: Japan PPI, UK Labour Market report, US NFIB Small Business Optimism Index, US CPI. Wednesday: UK GDP, UK Industrial Production, Eurozone Industrial Production.Thursday: US PPI, US Retail Sales, US Jobless Claims, New Zealand Manufacturing PMI. Friday: US Industrial Production, US University of Michigan Consumer Sentiment Survey, PBoC MLF.

Saudi Aramco sees global oil demand up 1.5m b/d in 2024 (largely around consensus, but higher than the IEA own forecast of 1.2m b/d). Aramco CEO calls consumption growth "robust" and describes the oil market as "heathy"

EURJPY - been in a great trend up since Q2 2022 - room for a decent correction on ECB cutting earlier (April?, probably too early but June) and BoJ moving in March

RFK Jr.: How I See The State Of Our Union - 9mins video - worth listening

Nvidia is sued by authors over AI use of copyrighted works

ISM manufacturing weaker numbers mask an upbeat trend

Meta’s ‘consent or pay’ data grab in Europe faces new complaints >>> "If Meta’s latest consent coercion fails, it could — finally — be forced to reform its surveillance business model

Data centre developers are seeking connections to the gas grid which could use three times as much power as all existing facilities in Ireland, in a bid to get around the existing moratorium on electricity grid connections in Dublin!

Not a layoff! THIS tech giant is asking employees to resign voluntarily; calls it 'Resource Action'

Portugal votes as far right seeks kingmaker role

Markets : NVDA story, what happened last week/Thread, during Asian session, the 3rd largest company just went from being down 6% to up 3% and now back down 2% in 5 hours, this is not 'normal' USD on back foot still, yields down, ahead of inflation data this week, USDJPY to stay offered ahead of BoJ meeting next week. We take note of NVDA price action, 'a' confirmation that market valuations are stretched no matter how you slice it, QQQ 18K+ and SPX500 5100-3200 should be pretty touch to sustain, DAX 18K+ all big markers, USDollar all about Reals, U.S CPI key.