China-U.S escalation ? again / RBA 'cautious' / #Rareearth / AI 'financial engeneering' / Bessent's warnings

Stéphan
Oct 14
3 min read

Rare earth metals is all the rage
Bessent says China wants to ‘pull everybody else down’. US Treasury secretary tells FT that Beijing is trying to hurt the world’s economy
Markets : Retaliation or escalation?, Xi Jinping has made it clear he’s happy to fight fire with fire in China’s trade spat with the US >>> WHY exactly does the market (U.S ..) view China as the bad actor in these situation ?? - after all these years of calmess ?...that because China has or will soon outperform the US in just about every industrial way.. (how will the U.S rebuild its industrial rebirth, Marshall plan 2.0... going to be tricky as they all fight for rare metals !! #REGB , #SLV starting to trade like a 'meme' stock, be careful out there, #AI ''financial engineering disguised as technological progress.'' (Thread), GS : American pay tariffs , 'Very troubling': AI's self-investment spree sets off bubble alarms on Wall Street>>> markets showing some 'volatile herratic signs' on highs, time to be careful out ther and have a #hedgingtrade on, #USDJPY trend still favors a weaker yen, the market is stretched, carry trades are crowded, volatility is creeping higher, and any shock to U.S. yields or a coordinated policy move from Tokyo could trigger a sharp yen rebound
Trade : crude higher n trade tensions
Geopolitics : Trump after Gaza, he plans to focus on resolving the war in Ukraine, and after that, on a peace deal with Iran, US president wants to ‘rebuild Gaza’ after signing historic peace deal
Ex-CIA Director Petraeus: Putin became NATO’s greatest gift since the Cold War. For years the threat seemed gone, defense was deprioritized. I expect Merz to show more leadership. Germany is Europe’s largest economy and now the world’s 3rd
BofA lifts gold target to $5,000/oz, sees silver staying in deficit