China ramps up fiscal stimulus for H2 / Bessent on collision course with Fed : Jackson Hole key / NVDA up next ce soir

Markets : NVDA earnings after the bell, expect a move up to +/- 7%, U.S. Banks are currently facing unrealized losses of $326.7 Billion, Iran and Oman prepare Hormuz deal as US holds back on secondary sanctions, Bessent’s bond intervention puts US Treasury on collision course with Fed. Increased purchases of debt threaten to undermine central bank chief Kevin Warsh’s bid to tame inflation. (FT), Meta, US states have discussed settling teen social media harm case, ECB's Schnabel Says Rates Must Rise More on Resilient Economy, $70bn 5 year UST auction today, details live later on here Live US Debt Monitor >>> NVDA earnings + Jackson Hole are both events that have been known to move markets !
China ramping up Fiscal Stimulus in 2H to secure growth/Shanghai Securities News, China's central bank is injecting 500 billion yuan into its banking system to fund government bond sales, more liquidities..
Chipmakers are increasingly using their own balance sheets to help customers keep buying more and more compute and broadcom is becoming a textbook example - Bloomberg >>> how long can this circular economy continue at this pace..!!..
SEC reportedly subpoenas Wall Street banks over AI hedge fund Situational Awareness’s near collapse
AI-generated music will be excluded from Australia’s music charts

''Seen through that lens, every “gymnastic” of the past month is the same policy: keep the pawn shop open, liquid and cheap''

The UK government have backed a strategic mining asset... finally..but well done

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