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China : ignore U.S sanctions / #JPY in play / GOLD targets from WS firms / Ford CEO on Chinese EV's / Hormuz still

  • sc0172
  • May 4
  • 3 min read

  • Iran Updates : Trump : we were going to escort the ships...then..US officials claim Trump didn't mean US would escort ships through the Strait of Hormuz but guide them to safe passages without any underwater mines, more importantly : China's Ministry of Commerce just officially declared it will not recognize, implement, or comply with US sanctions on Iranian oil purchases

  • Markets : The real energy-oil shock is 3 to 4 weeks away, Spirit airlines is the first casualties in the industry, Moskow hit by drones, TSLA 'most successful CON', Crude $100+ still >>> markets been pumped into April, AI had a massive push again + techs, a correction coming in Mai, very most likely as the 'real' energy shortages start, JPY defo worth a play, it has been way overdue (IF inflation is too high, and it is in Japan, either hike or manufacture currency higher - or both), seems MoF is going to force JPY higher for a bit....if that's so 7-10pct move should be on the card, otherwise 'why bother'.. >>> might want to consider shorts in CROSSJPY's too..

  • Jensen says Nvidia now has 'zero percent' market share in China — says US export policy 'has already largely backfired'

  • #GOLD #silver : Wall Street is finally catching up. Here are the latest 2026 gold & silver price targets (Thread)

  • Mark Carney just nailed it: Countries that rushed into dodgy deals with the US under Trump got deals “not worth the paper they were written on.”

  • Ford CEO Jim Farley: We should not let Chinese EVs into the US. He said, "It's the most humbling thing I've ever seen. They have far superior in-vehicle tech."

  • Morgan Stanley has again raised its capex forecasts for the five hyperscalers (Thread)

  • Saudi Arabia has come to view Israel and its actions as a threat to regional security and sees the UAE’s alignment with Israel in a poor light

  • Tesla is the most successful CON in the history of capital markets (Thread)












On May 15, Jerome Powell hands over the keys. The man who held rates steady through an oil shock, a diplomatic collapse, and four internal rebellions is done. Kevin Warsh cleared the Senate committee on Friday. He thinks rates should be higher.









 
 
 

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