Fiscal going global #duration risk/ #MOVE #VIX indexes beginning to react #riskoff / Xi's great renegeration
- Stéphan
- Sep 3
- 2 min read
Markets : #duration Global long term bond yields are rising it would seem a mistake to ignore what is going on here...Trump apparently is mad at Putin again, he got totally outmaneuvered, Xi hails 'great regeneration of China' with dramatic show of military might, The French Socialist party — the swing vote the government needs for survival — has refused to back Bayrou’s confidence motion, this month marks 33years of Saxo (Kim's clip below), markets beginning to react, the casual reaction to FED badgering always looked pretty bizzare...bonds, MOVE index, VIX beginning to react, and risk, USD might well see bouts of strength, short covering on more risk off, metals would appear to be the only winners... (fiscal gong global)
The US has revoked Taiwan Semiconductor Manufacturing's authorization to ship essential gear to its main Chinese chipmaking base
GOLD during ''PIIGS or european soverreign bond crisis... reminder that last time we had a bond crisis in 2009-2011 period, gold almost doubled in priced from 1k to 2K..
Russia and China sign deal to build new Siberia gas pipeline, big news clearly
SAP to invest over 20 billion euros in ‘sovereign cloud’ in boost to Europe’s AI ambitions
With the RRP cushion gone, bank reserves have been falling, although at $3.21tn they remain fairly comfortably above the $3tn mark where we've seen funding issues in the past
After Norway, UK in advanced talks to build warships for Denmark and Sweden
Neil Sethi on X: "With the RRP cushion gone, bank reserves have been falling, although at $3.21tn they remain fairly comfortably above the $3tn mark where we've seen funding issues in the past. Still, that is down from $3.6tn Apr 10th (the highs of the year) and is now the least since May. I https://t.co/QGe7gMUckT" / X
Arnaud Bertrand on X: "This is huge: China and Russia apparently just signed a "legally binding" memorandum on the Power of Siberia 2 pipeline, which they'd been discussing for years. This pipeline will bring Russian gaz that's located in the Yamal peninsula in the country's North-West, the same gaz https://t.co/5bHCkzLQQo" / X
Saxo on X: "This month marks 33 years of Saxo. Looking back, technology has always been at the core of our journey – from being one of the first banks to move trading online to today, where the pace of innovation is transforming every corner of finance and beyond. In this clip, our CEO, https://t.co/inSZsr53dj" / X
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