Bessent on BoJ, Stablecoins, UST's & NVDA fee model for others! / India-China / Trump meets Putin in Alaska tom

rmd005
Aug 14, 2025
3 min read

All happening in Alaska tomorrow
Bessent suggested the U.S. could use the Nvidia “fee” model with other industries...
Markets : Trumo to Putin : peace or sanctions, your call (how..will be a trillion usd question..but lasting ceasefire would be a start!), markets continue to enjoy the Miran plan )unlocking refi wave, huge home equity, and inflation to inflate US debt away and thus continue to favor asset holders at the expensive of MAGA followers who voted him in (mostly), it will go on till something cracks.. >>>> Outside MAG7,plenty of action across the oceans in Europe, Japan, China, and emerging markets (Chile, Brazil breakouts.. ?). The global liquidity cycle is rising, and equities like more liquidity..
Bessent said the Bank of Japan is falling behind the curve in addressing inflation, in a rare comment admonishing policy decisions by a foreign central bank, he also wants to run BoJ and other CB's ?... #USDJPY
#UST #stablecoin we said it a while back, now Bessent said it, he has only ONE main target, sell UST's to the world via stablecoins / Thread
Trump warns of ‘severe consequences’ if Russia doesn’t stop Ukraine war after Putin meeting, they had a very good chat yeterday together with EU leaders, let's see now
Porsche, Deutsche Telekom in Talks to Anchor €500 Million Defense Fund - the new fund will be run by DTCP, a Hamburg-based investment firm, and is seeking to raise €500 million. Porsche SE is setting up a fund to make defense-industry investments, and has dropped a previous requirement that it could only invest in companies that developed dual-use technology with both civilian and military applications
White House to conduct review of Smithsonian museum exhibitions to ensure they fit with Trump's view of American history..
US appeals court lets Trump cut billions in foreign aid
India, China in talks to resume border trade amid U.S. trade pressures
Arab nations fume after Netanyahu says he feels connection to vision of ‘Greater Israel’’
European powers threaten ‘snapback sanctions’ if Iran doesn’t return to nuclear talks