Fed's Waller 'dovish' / U.S budget deficit +40% yoy / Scott Bessent as expected and consistent with chatter
- Stéphan

- Jan 17
- 4 min read

Up to Greenland to decide its future, Danish PM tells Trump
Scott Bessent's testimony pretty consistent with what has been said/planned, cut spending, bonds liking it together with the help on the day from Fed's Waller
FED's Waller : Rate cuts are possible in the next few months. He notes the December CPI suggests PCE will come in at or close to the Fed's target for the sixth time in the last eight months. If inflation continues on this path through the beginning of 2025, it's "reasonable to think that possibly rate cuts could happen in the first half of the year."
Budget deficit rose in December and is now 40% higher than it was a year ago
Peter Thiel : A time for truth and reconciliation .Trump’s return to the White House augurs the ‘apokálypsis’ of the ancien regime’s secrets, a must read below
Marco Rubio, Trump's nominee for secretary of state, on the threat posed by China: "If we stay on the road we're on right now, in less than 10 years, virtually everything that matters to us in life will depend on whether China will allow us to have it or not."
There is a chance to end the war this year. Trump wants to do it. He is able to put pressure on Russia" - Zelensky
Google Bard asked Bill Nye how AI can help avoid the end of the world. Here’s what ‘The Science Guy’ said
UK's Badenoch:"We announced that we would leave the European Union before we had a plan for growth outside the EU." First time a Conservative leader has admitted that 1. Brexit caused economic damage and 2. Their entire approach to Brexit was economically reckless >>> yeps as said since then, it was pure ideological vandalism !
“China today accounts for around 27% of global industrial production, up from 24% in 2018. By 2030, the UN predicts, China’s share of industry will have risen to 45%” - WSJ
Iron Ore shipments from top Australian port hit annual record
Darth Powell on X: "This was the best financial interview I've ever watched. These 3 minutes with THE Dr Lacy Hunt should be required listening https://t.co/pvYH5ghv1v" / X - Must listen really - It has often been discussed, eventually it will matter..
THE Dr. Lacy Hunt on the economy. 1
-The US CANNOT spend our way out of this, it will fail
-When DEBT/GDP >90% for over 5y you lose about 30% of your standard of living
-We have lost 40% of our economic growth rate due to government spending
-Demographics are bad and going to hurt us
Elon is really involved with everything on the planet..
A must read... Peter Thiel : A time for truth and reconciliation A time for truth and reconciliation
Trump’s return to the White House augurs the ‘apokálypsis’ of the ancien regime’s secrets
In 2016, President Barack Obama told his staff that Donald Trump’s election victory was “not the apocalypse”. By any definition, he was correct. But understood in the original sense of the Greek word apokálypsis, meaning “unveiling”, Obama could not give the same reassurance in 2025. Trump’s return to the White House augurs the apokálypsis of the ancien regime’s secrets. The new administration’s revelations need not justify vengeance — reconstruction can go hand in hand with reconciliation. But for reconciliation to take place, there must first be truth.
A return of the resistance? - POLITICO A return of the resistance?
Group of former Biden officials assembles to fight Trump’s executive orders in court and rally public opinion
The £300 billion Ponzi Scheme – How The Department for Transport and HS2 Mafia Falsified Figures and Robbed Taxpayers The £300 billion Ponzi Scheme – How The Department for Transport and HS2 Mafia Falsified Figures and Robbed Taxpayers
Michael Gross argues that High Speed 2, Britain's continually delayed railway infrastructure project, is the worst government corruption scandal in our history

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