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AI leaders meet Trump, as Anthropic >> OPENAI >> NVDA / JPN-U.S coordinate on JPY / Germany-EU budget ultimatum
Markets : Ai leaders meeting trump today, because ?...Anthropic warned of 'existential risks to humanity' in IPO prospectus, so OPENAi followed and scraped new AI model, AND of course.. Nvidia (HAD to come up with something new) share buyback plan gets $150 billion boost >>> AND NASDAQ specs built the largest LONG QQQ futures position since 2017..., US and Iran separately talk with mediators in latest bid to end war | Any further talks are expected to focus on an amended version of a seven-day proposal that Iran presented last week on the sidelines of the United Nations General Assembly, JPN/U.S coordinating on JPY, RBA hiked as expected (AUD softer), GOLD 'must' hold levels aroun dhere on charts >>> USD firm(er) into quarter-end flows as bonds globally get hit (into Q3 end..), risk mixed to softer, watch QQQ positioning !!..
Germany issues EU budget ultimatum. Berlin and five other capitals tell Brussels to axe ‘hundreds of billions’ in planned spending
Japan Finance Minister Reaffirms U.S. Coordination on Yen Stability | Finance Minister Satsuki Katayama agreed in a recent call with U.S. Treasury Secretary Scott Bessent to strengthen cooperation in the currency market, saying that “reconfirming this stance at this time holds great significance.” (WSJ)
We need a LOT of rain... Water levels in eastern Switzerland fall to record low
Sweden faces political deadlock after Andersson gives up attempt to form government
Australia’s central bank on Tuesday raised policy rates to 4.6%, the highest level in 15 years, as the country looks to contain inflation stoked by the Middle East conflict
Jensen Huang says AI distillation is 'competition.' Scott Bessent has called it 'theft'
and Barchart on X: "Speculators have now built the largest long Nasdaq Futures position since 2017 🚨 https://t.co/iynu24E7lw" / X
Julien Bittel, CFA on X: "Jeff Gundlach laid out the Fed's dilemma this week: Hike, and the interest bill on all that short-dated debt balloons. Cut, and inflation reignites. He’s right. But I think it’s the wrong framing, and I haven’t seen anyone unpack this properly yet in response. Here’s my take… https://t.co/FipKapLoN9" / X
FWIW.. agree with a lot of it... '''the main issue is OIL, and Warsh told Bessent and Trump about it...'' on to you DC..
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