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Coup attempt: China / Iran! / JPY 'interventions'! / GOLD ! / Big week: FOMC, post WEF, BigTechs & OIl earnings

  • Writer: Stéphan
    Stéphan
  • 3 hours ago
  • 4 min read

  • IF confirmed and they were to agree on 'USDJPY' lower, a 7-10pct is necessary to make any real difference.. so watch out over next few days for ''confirmation''

  • Markets : JPY focus, intervention alert (you could easily argue that currently, the U.S Treasury is happy to drive USD down..JPY, KRW way oversold - Bessent talked about it last week), both currency and JGB's have been acting like an EMG basket case, because of government spending, seems they are backtracking (Critical minerals are facing massive deficits over the next decade. - Copper: ~33% deficit - Lithium: ~38% deficit - Nickel: ~15% deficit - Cobalt: ~14% deficit (Thread), Bernstein predicts that copper shortage will start in 2027 and progressively deepen by 2050!, Trump is kind of ending 60+ years of American power/domination >>> HUGE week with FOMC on Wed, BoC and Riksbank meetings, EU-India summit in Dehli and Big Techs and Oil majors reporting, Commodities higher ( Brazil too cheap), Gold, Silver, commodities higher (FIAT collapsing..) and BONDS now falling, is NOT a good set-up for banks in 2026

  • Democrats threaten government shutdown after Minneapolis killing

  • Germany and Europe have squandered their tremendous potential — Merz

  •  In a fiery speech, Italian Prime Minister Giorgia Meloni delivered a brutal wake-up call that has EU elites panicking. "We either take our destiny into our own hands with vision and courage — or we will simply endure our own decline," Meloni stated

  • VW is abandoning plans to build an Audi plant in the USA. At least until President Donald Trump reduces the burden of tariffs

  • For the first time ever, the U.S. is spending more on interest payments ($1.20T) than on national defense ($1.16T)

  • China’s military says top general undermined Xi Jinping’s authority. Zhang Youxia under investigation after affecting ‘party’s absolute leadership over military’, PLA’s official media claims

  • Ten European nations agree to Hamburg Declaration. A North Sea offshore wind grid with 100GW capacity will be jointly constructed. Signing Monday. Will power 143 million homes

  • France Has Taken The Captain Of A Russian Tanker Into Custody

  • JPN folks changing their mood rather swiftly.. Japan PM's approval rating slips amid doubts over food tax cut: Nikkei poll. As election looms, more than half think lower tax won't help against inflation








'''Debt will tear us apart...''''



There was a coup attempt in China yesterday, but Xi received intelligence two hours before the incident and has since arrested nearly 3,000 people, including military personnel and their families!




AI casualties...


Jamie Dimon, hardly a socialist firebrand, openly called out the dysfunction at the heart of the global system. Not in activist language. Not in moral rhetoric. But in blunt, managerial terms. Dimon argued that targeted public spending, if directed straight to people who need it, would drive growth rather than drain it. He dismissed the obsession with deficit panic and even accepted that modest tax rises might be justified, if the money actually reached ordinary people instead of disappearing into Washington’s black hole.



German Chancellor Merz admits: Both Germany and Europe have wasted incredible potential for growth in recent years by dragging their feet on reforms and by unnecessarily and excessively curtailing entrepreneurial freedom and personal responsibility. We must substantially reduce bureaucracy in Europe. The single market was once created to form the most competitive economic area in the world. Instead, we have become the world champion of overregulation. That has to end















 
 
 

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