top of page

'de minimis' exemption ends! / France conf vote / Musk sues APPL, OpenAi / FED independence questioned

  • Writer: Stéphan
    Stéphan
  • Aug 26
  • 3 min read
ree

  • September high volatility likely, as it often is/has been over the years (higher VOL=risk reduction)

  • Markets : USD and UST's ( whatch long end #duration !) under pressure as FED independence questioned with the attempt at firing Lisa Cook, Musk sues APPL and OpenAI, saying they hurt competition, Trump also talked about 50% tariffs to hit India soon (and China on magnets!), French government risks collapse after Bayrou calls high-stakes confidence vote  (#EURJPY #EUR rather than UK, the IMF is more likely to be involved with France...), overall #macro picture is slowing from China, to the U.S and Europe... >>> The near 70% decline in the #VIX over the last 4-5months weeks is the biggest volatility crash in history (action:...time for a hedging trade, BUY some !), Japan 30y 3.22% too

  • So let me get this straight: the Republican Party now supports consolidating power in a single individual to enforce protectionist tariffs, centrally manage the economy, take government ownership stakes in private companies, and pressure the Federal Reserve to create inflation in order to fund skyrocketing deficits

  • Trump: China has to give us magnets, if they don't we'll charge them 200% tariff or something, he said he was removing Federal Reserve governor Lisa Cook over alleged mortgage improprieties, though her term runs to 2038 and the legality of the move is unclear!..>>> This should be seen for what it is: a blatant shakedown and an attempt to strong-arm policymakers into lowering rates

  • Fed independence questioned: The action deepened concerns about political interference at the central bank, following Trump’s past threats against Fed chairman Jerome Powell >>> Now that Trump has fired Cook (for cause), this could set off a chain reaction where Trump now appoints 2 more governors to the FOMC, Trump would hold a 4-3 majority on the board of governors (would move to 5-2 if Powell left after his chair is over)

  • Latest updates Price to Earnings Ratio (TTM) Palantir: 487 Tesla: 197 NVIDIA: 57 Netflix: 51 Microsoft: 37 Amazon: 35 Apple: 35 S&P: 29 Meta: 27 Google: 22

  • Moody’s economist says U.S. is edging near recession — with some states already in one. Moody’s chief economist Mark Zandi placed blame on high tariffs and “restrictive” immigration policies for the economy’s downturn

  • Australia blames Iran for two antisemitic attacks, expels its envoy

  • Copper and potash are among six new proposed additions to the US Geological Survey's list of critical minerals...








The authoritarian government .. Truth Details | Truth Social







 
 
 

Comments

bottom of page