top of page

Credit jitters off, TACO friday / BYD's hub / IKEA / Oracle's Allisson on data / Geopolitics / JPN new coalition

  • Writer: Stéphan
    Stéphan
  • 4 days ago
  • 4 min read
ree

  • Japan set for new coalition, as Takaichi set to become PM #JPY

  • Markets : no credit worries yet then, markets rebound as Trump contains China chaos on Friday, more TACO action on Friday, cold war, Ai race, US rare earth trade war with China (dependency, big picture not priced in, not even close..), you have to wonder what this will do to capital markets to have 40+ years of trade politices that benefited the US dominance, peace and globalisation, what will it do if trade policies fully reverse..?? Brexit impact on UK economy 'negative for foreseeable future' BoE's Bailey, Larry Allisson's bragging on private policy !, Swiss government fears wealth exodus with inheritance tax hike, U.S. Credit Spreads drop to lowest level since 1998 (what credit scare?..amazing really), BYD's new manufacturing hub in Zhengzhou is the size of the US city of San Francisco..

  • Geopolitics : Trump urged Zelensky to accept Russia’s terms for ending its war in a volatile White House meeting on Friday, warning Putin said he would “destroy” Ukraine if it did not agree. The meeting was a “shouting match”, with Trump “cursing all the time.”.., Trump, up and down as usual, on Ukraine-Russia, hard to tell what was really said !!, S&P cuts France's credit rating due to the country's unsustainable debt trajectory

  • Trade : Even IKEA is raising prices in this economy, Trump says US will increase tariffs on Colombia as drug trade feud escalates,

  • The US economy is so insanely financialized that it has more private equity funds (19,000) than McDonald's (14,000)

  • #GOLD Gold’s breakout is a macro story driven by fiscal dominance, de-dollarization, debasement, inflation and global central bank demand — and why Bitcoin isn’t the hedge many think / Thread, video - Gold now accounts for over 20 % of global central bank reserves, the highest share we've seen in nearly three decades, but you need a long-term chart to realize it was 40% in the 1980's (FT chart available on request)

  • #XAUUSD  India’s largest precious metals refinery has RUN OUT of silver STOCK for the FIRST TIME in HISTORY — maybe just down to Diwali, let's see...

  • AI growth now depends on sovereign control of infrastructure, not just software innovation

  • LDP's Takaichi set to become PM as Japan Innovation agrees to coalition. Diet to pick first female prime minister on Tuesday but minority rule may continue














Theft of privacy ! not even hiding it, totally normal practice bascially, wont' be stopped, Oracle admits they are part ofit, that is the US exceptionalism and Ai tech dominance... he said it out loud '''Larry openly bragged that every bit of our personal “private” data from any Oracle powered organization, has been unknowingly accessed, scraped, and sprayed across the public LLM domains!'''





Video, nice macro stuff












 
 
 

Comments

bottom of page