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Crude higher / UST 10's 4.64% / OpenAi's model goes rogue ! / U.S Treasury walking a tightrope on U.S debt / #TLT 24y low!

  • sc0172
  • 1 day ago
  • 3 min read

  • The Treasury is walking a tightrope on U.S. debt by relying so much on short-term rates that are at the mercy of a suddenly very hawkish Fed >>> "Therefore, the biggest risk to the debt burden would be a sharp rise in short-dated yields if the Fed were to hike rates by more than expected in the coming year.", TLT 82.53 all time (24 year) low for this ETF fwiw... (chart below)

  • OpenAI said its advanced AI models inadvertently hacked Hugging Face in an “unprecedented” incident, prompting renewed calls for curbs

  • Iran update : Brent climbed for a fourth day as risks to global supply spread beyond the Strait of Hormuz, with Tehran-backed Houthi rebels in Yemen threatening disruptions in the Red Sea. The war has cost the US $37.5 billion, according to Pete Hegseth, as US strikes on Iran continued

  • Markets : crude stays high(er) as U.S strikes Iran for 11th consecutive night, 10's USt uncomfortable high (breaking up???) at 4.64%, PM's trying to rally off base built over last few weeks, equity rotation back into energy, oil related names, QQQ continues to struggle, #AI bubble top, #Space top etc..., in FX land, USDJPY 163+ where is BoJ ?, CHF slightly softer, USDCHF beginning to like life 0.80/0.8100+..

  • Business professor Scott Galloway says China is flooding the world with dirt-cheap AI models on purpose, and it’s wrecking American AI companies faster than cheap Japanese cars ever wrecked Detroit..“What the Chinese automobile industry did to Detroit in about three decades, it feels like Beijing is doing to us in AI frontier models in about three months.”

  • Donald Trump prepares fresh tariff barrage with 10% levies set to expire. US president to renew trade war after Supreme Court threw out reciprocal duties

  • ''The digital euro would give Europe its own public payment infrastructure and weaken a strategic American monopoly''

  • Equinor CFO says that even if Straits are open today for the rest of the year Europe will have a gas problem this winter as dependence on Russia phases out too >>> basically Norway is running the show gas wise for Europe










The fear campaign against the digital euro protects foreign financial dominance over Europe.  The digital euro would not pay interest and would be free for basic consumer use.  It explicitly rejects programmable money. It could not be restricted by product, shop, place or date.  Visa and Mastercard process around 65% of euro-area card payments. The digital euro would give Europe its own public payment infrastructure and weaken a strategic American monopoly. That is why foreign financial interests want Europeans to fear it.









 
 
 

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