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Boom:JGB's 30y 3.85% ! #duration risk / 10's UST 4.27%! / Trump's bonkers ceremony, Greenland, lively WEF !!

  • Writer: Stéphan
    Stéphan
  • 2 days ago
  • 3 min read

  • Markets: what is surprising is that plenty of folks in markets keep being surprised by Trump and we are far away from reaching peak medterms madness...!!... so what's Greenland all about ?..hiding Epstein files, maybe, imperialist agenda possibly..help Russia break up NATO, well.. or simple utter craze..!.., Nvidia market share in China is expected to collapse, from 66% to 8% this year #NVDA peak, #JPY Japan PM Takaichi: My administration will put an end to excessively tight fiscal policy... BAD idea !!--- (panic, yields up, currency down, #debtcrisis), Trump demands bonkers 'ceremony' in front of Davos crowd (Franco-German tensions threaten EU’s drive for common front against Trump..UNITE or else.!.), New loans to Chinese households plunged to just 441.7 billion yuan in 2025, the lowest since 2005 (Thread) >>> beware of a sudden 'sell America' scenario (Mr Market is Very long 'America' Ai, Mag7 and USD still...and in particular U.S TREASURIES... europe has $8trn of them... see those UST yields.. ?... Japan panicking and clearly not helping #duration nightmare..

  • Geopolitics : China says it will show the strongest evidence world that COVID-19 was originated from the United States, The EU is considering creating a new alliance with Ukraine, but without the USA: Europe plans to recognize the United States as an unreliable partner - Politico

  • Trade : Venezuelan oil is now being sold to China at a discount,

  • BlackRock CEO Larry Fink is warning that markets are focused on the wrong thing. Everyone's watching the Fed. Almost nobody's talking about the $38.4 trn national debt

  • Jerome Powell plans to attend the Supreme Court hearing on Wednesday over the attempted dismissal of Fed Governor Lisa Cook by Trump

  • US housing market sellers outnumber buyers by 529,770, the largest gap ever recorded!

  • WEF PRESIDENT COMPARES GLOBAL GOVERNANCE TO A JAZZ BAND, SAYS DAVOS IS ABOUT "ORCHESTRATING CONDITIONS"...power ! not about neutrality..

  • BlackRock CEO Larry Fink warned that global capitalism is losing public trust because prosperity has left too many people behind...quelle surprise..you are part of it..!


|Emmanuel Macron doesn’t plan to join Donald Trump’s proposed Board of Peace


This is not a joke....







We're in a rolling global debt crisis. Last year it was the UK and France that were under pressure. Now it's going to be Japan, which thinks it's a smart idea to cut taxes with public debt at 240% of GDP. The BoJ will cap yields, forcing the Yen to fall...












 
 
 

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