BREJOIN! #GBP / China tariffs not MAGA / MTG impact! / Anthropic CEO job loss warning / XAG ! / Powell next up!
- Stéphan
- 6 days ago
- 4 min read
BRE-JOIN : so the Tory leader now, Kimi openly admits Brexit damaged the UK economy.... quelle surprise..it has gone from “sunlit uplands” to ok right yes yes, it wrecked the place but nations can absorb shocks”.... ah! the whole political class spent close to 10years years gaslighting the public with all sort of nonsense....... Now they quietly concede, suddenly all at once.. (well doubt Farage will ...)....
Markets : Trump loosing grip, its over!, big picture, not to say he can't still create havoc! but there you go, GOP members quitting (MTG impact..) >>> So a cut at tonight's FOMC is priced in, more cuts priced in for 2026, what's not priced in you ask ? a hawkish bias....watch that UST yield curve.. Oracle also has its earnings report tonight, FX super quiet, #GBPCHF #GBP should continue to do better in 2026 (BREXON ! no doubt UK will get closer to EU, custom union etc..), metals shining ! SILVER $60+ !!, XPT doing just fine, GOLD steady as XAU/XAG spread narrows..
Trade : ...Just so we’re clear: Trump slaps tariffs on China. China refuses to buy our soybeans. Trump sends $40B of our money to Argentina. Argentina discounts their soybeans, surging sales to China. Trump spends $12B of our money to bailout American farmers. America First!!?...total nonsense
Geopolitics : Russian bombers join Chinese air patrol near Japan as Tokyo-Beijing tensions simmer, EU races to bypass Viktor Orbán on Russian assets before summit
Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI), it'll be fun they said.. good grief
The CEO of Kraft Heinz says: “We now have one of the worst consumer sentiments we have seen in decades."
TSLA begging you to buy its cars.. got to meet those emission targets!
French lawmakers narrowly approve health care budget, suspending Macron's flagship pension reform
“I’m concerned that a small number of highly educated multi billionaires living on the coasts will be viewed as having created technology that puts millions out of work. This promises even more social and political division than we have now, making the world ripe for populist demagoguery.” - Oaktree Capital Management LP co-founder Howard Marks
The $1.5T figure would put value of SpaceX at around 60x its expected 2026 revenue...
Trump is no longer doing the job of the presidency. He is in a mad dash to stuff his pockets, as fast as possible with grifts, bribes, and tax payer’s dollars. He knows his time is running out. The staffs know that too, and they’re looting whatever they can Why Donald Trump’s Presidency Is All But Over: James Carville
Mary Trump says she is not afraid of her uncle..'I don't understand people who are afraid of Donald, because he’s so pathetic. I would be embarrassed to be afraid of him,” she said
BREXIT to BREXON - the tide is turning - Farrukh on X: "Al Pinkerton, "A bill to enter negotiations with the European Union to agree a customs union between the UK and the EU" "Businesses know it. The public feel it. It's time this house admits it" "Brexit has been an abject economic failure" "It's choked business investment, https://t.co/RwzUEegM9B" / X
Justin Amash on X: "If anyone else wrote something like this, it would be universally acknowledged that the person is mentally unstable. https://t.co/4QWTGME957" / X
Totally unhinged ..
A different interview..(so many of them hard to follow really..)
Trump just admitted he’s delivering EXACTLY what Putin wants. A reporter tells him the Kremlin praised his new foreign policy. Trump shrugs:
“Putin would like to see a weak Europe… and he’s getting that.”
Pressed on how “Trump’s strategy” MATCHES Moscow’s goals, he melts:
“I have no vision for Europe.” No vision. No strategy.
Just giving Putin everything he asked for. Trump isn’t leading the free world. He’s sleep walking right into Putin’s hands.
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