Carney's Davos address draws global attention / 'Risk' of boycott in U.S asset, products / BIG 2days at WEF now
- Stéphan
- 1 day ago
- 3 min read
It's ALL happening in Davos !... next 48hours could be huge, Carney's speech in Davos is one for history........and Europe won’t yield to 'bullies' Macron warns as Trump pushes Greenland claim, VdL was also pretty firm, Newson was telling everyone that there is NO diplomacy with Trump.. etc etc , Danish MEP was a little too direct but hey..>> are the all going to call Trump's bluff ?...
Trump is destroying world order and giving enemies excuses to annex foreign land, if Greenland is important to the US, other will say that Crimea is equally important to Russia etc etc etc, will will give too many ideas to others...
Markets : Will Europe call Donal's bluff.. FWIW.. this time I wouldn't underestimate Europe.., "EU-Inc" announced at Davos to simplify business across the European Union ( DO IT.. this would be huge, but do IT ! ).., FIRST EU pension fund 'dumping' UST's (small PF, but HUGE if others follow through their credit risk view) >>> been clear for while...the Global monetary order is breaking (why GOLD and precious metals, now commods are going through the roof!) , beware if some sort of 'boycott U.S products call makes traction'', including Treasuries, USD, MAG7 etc..
Geopolitics : Iran has conducted its first ICBM test,
Cleaning up "AI workslop" is costing businesses hundreds of hours a week
Danish pension fund AkademikerPension announces they will sell all US Treasuries by month-end, citing "rising credit risk" under President Trump. The fund's CIO says US finances are no longer "sustainable," due to weak fiscal discipline, a softer Dollar, and Trump’s push for Greenland >>> HUGE, IF(/when other pension funds take a similar credit view...
S.V. Dáte on X: "I sat through two hours of lunacy this afternoon. And watched 15 minutes of this guy just now. The difference is night and day. If you want to understand the long-term damage Donald Trump is doing to our country, it’s worth your time. https://t.co/1yykN7RMMg" / X
At WEF, Carney says Canada doesn’t need the U.S. We’ll be our own customer and pivot to CHINA The NEW WORLD ORDER with CHINA (1.4B people) 76% of all Canada trade goes to this is a bold statement given we can’t move that much trade overnight or ever
Macron at Davos ! Says he doesn’t intend to talk to Trump after snubbing his play club, calls for european STRENGHT in the face of foreign aggression. We need a STRONG EUROPE !
𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰 on X: "I cannot tell you just how significant this speech is by Ursula von der Leyen, President of the European Commission. Europe is in my view about to call Trump’s bluff and I really don’t think Americans understand just how catastrophically damaging this could be in terms of long https://t.co/m8wRgvcthB" / X
EU puts brakes on $750B energy-and-trade pact amid Greenland tariff row
Jack Prandelli on X: "Everyone Knows Shell, bp, and ExxonMobil But the Real Power Sits Somewhere Else Shell, bp, ExxonMobil are builders. 💰They spend billions drilling holes in the ground. But the traders play a different game. The hidden giants: Vitol, Trafigura, Glencore. The difference is https://t.co/iPNJW6LSKx" / X
Yes, he is worth $1.5billion, his company manages $15 trillion...Larry is absolutely correct, it's rigged and he was part of rigging it..
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