BoJ 25bp+, 10y JGB yields up 5, JPY weaker / Copper to 15K / Epstein files / EU-UKR deal / OpEX day
- Stéphan
- 2 hours ago
- 3 min read
Markets : The 2-7% U.S CPI was a lie, BoJ hikes 25bps as exp to 0.75% (will hike again in ...6mos time not Jan, in true EMG basket case, JPY weaker and long duration yields higher by another 3-4bps), TikTok deal, Trump Media goes thermonuclear (next US govt will allocate huge deal tothe company..), Europe has a UKR deal (9bn euro, with striogns attached), French farmers in Brussels (anti Mercosur deal), Jack Smith more worring for Trump than Epstein >>> beware late market moves on Venezuela, Epstein news, post OpEx, equity markets holding up, but JGB yields a worry! if/when it leads othe yields higher too, market pushing USDJPY higher towards 160 to test BoJ resolve (risk of verbal interventions from here on), precious metals what else!
Geopolitics : Merz : The financial package for Ukraine is in place: Ukraine will receive an interest-free loan of 90 billion Euros as I suggested. This sends a clear signal from Europe to Putin: This war will not be worth it. We will keep Russian assets frozen until Russia has compensated Ukraine
Precious metals : very precious they sure are!...GOLD Silver, Platinum & Palladium We largely reached targets for all of them. They all now sit close to important Fibonacci extensions and have had incredible runs - one of the fastest in history
TikTok signed agreements with investors including Oracle, Silver Lake and MGX for a new US JV that makes the app majority-owned by American investors (sounds good initially but), and this one is out of this world..plenty of HUGE controvercy behind it, | The Trump family media group has agreed to combine with Google-backed fusion energy company TAE Technologies in a deal valued at $6bn
That's the risk Trump to announce war with Venezuela? What time is US president's address to nation?
more like a con job.. tobehonest..saying it mildly...November's CPI report "should not be taken literally or guide monetary policy," says Jonathan Hill, head of U.S. inflation strategy at Barclays
No, Trump did not legalize marijuana federally today. But he did move to downgrade how the government classifies it – from a Schedule 1 drug to a Schedule 3 drug – which could pave the way for a broader embrace of cannabis #MJ etf back down again
Plenty or articles Russian economy goingbankrupt etc, ok europe would say this.. and it's hard to get the facts ! but there you go https://www.reuters.com/business/finance/russia-orders-russian-railways-sell-24-billion-moscow-towers-pay-debts-three-2025-12-18/?utm_source=chatgpt.com
“…A UBS spokesperson said in response to questions that many of the reductions in headcount will take place over the course of several years, with some coming through early retirement or by not filling vacancies when people decide to leave UBS. The bank will also seek to reassign staff whose current roles are eliminated, the spokesperson said….”
Reminder, Paul Marshall still flogging the dead horse that is the Singapore-on-Thames Brexit - the unregulated paradise for hedge-funds that the electorate don't actually want The Brexit implementation fiasco
That kind of conspiracy - quite freaky read tbh, when you read that The CEO of the fusion company that Trump Media just announced a merger with, Michl Binderbauer, was on a fusion board with the murdered MIT professor Adam Cochran (adamscochran.eth) on X: "Trumps social media company is merging with a nuclear fusion company backed by Russia… Days after one of the top US nuclear fusion scientists was gunned down in his home…. wtf?!?" / X
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