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Fitch downgrades France / #UPS, Dow Theory / U.S Aug deficit $345bn / FOMC + many CB meetings this week

  • Writer: Stéphan
    Stéphan
  • Sep 15
  • 3 min read
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  • FOMC will cut 25bps, citing weakening job market, why not do 50bps since it's priced in anyway, could well be seen as political, so probably not

  • Markets : CME raises COMEX Gold Margins by 6.7%, in August, the US Gvt collected $344 Billion, sounds good, just one big problem, it spent $689 Billion, that is a $345 BILLION deficit in one month alone, DOW THEORY says the transports are always the first stocks that get hit prior to a recession #UPS share price, Fitch downgrades France to A+ from AA-, outlook stable , Sherwin Williams cutting its 401(k) match is a pretty loud signal about where the cracks are showing in the economy

  • DOJ probing Tricolor for pledging the same collateral multiple times, Tricolor’s AAA bonds (rated 2 months ago July ’25) just plunged—par to 75¢, lower tranches to 10¢

  • Trade : US companies put brakes on hiring after Donald Trump’s tariffs hit - Industries most exposed to rising costs caused by trade wars launch wave of job cuts, US Democrats press Trump for a trade deal that curbs China's production, Trump demands NATO action on Russian oil before any U.S. sanctions, Tariffs face legal threat that puts Trump’s deficit plan at risk, US-China Talks Head Into Second Day Focused on Trade, TikTok, China purchased 54% of US grown soybeans last year for $13.2 billion China has purchased $0 in US soybeans this year, Trump arrives in UK tomorrow for his visit

  • As GOLD heads towards $4'000 and XAUUSD towards $50, very strong possibility, momentum investors and institutions will be forced to join in, FOMO on a historic precious metals bull market

  • The bottom 50% of US households now hold just 2.5% of total US wealth

  • Nepal’s PM elected through Discord: How Nepal chose its first woman PM

  • 'Nobody is going to stay and work when it's like this,' said an LG Energy Solutions subcontractor who was among the 300 South Koreans who returned to their country after being detained in a US immigration raid

  • Major Central Bank Meetings This Week

    • Federal Reserve (FOMC/USA):September 16–17(monetary policy decision and press conference)

    • Bank of Canada:September 17(policy rate meeting)

    • Banco Central do Brasil:September 17(rate decision)

    • Bank of England (UK):September 18(Monetary Policy Committee meeting)

    • Norges Bank (Norway):September 18(policy decision)

    • South African Reserve Bank:September 18(policy meeting)

    • Bank of Japan:September 19(monetary policy statement)
















Everyone is in it for him or herself, left and right ! nothing illegal here mind.. Lord Kinnock to benefit from trust loophole that reduces inheritance tax


Rating agencies are partying like it’s 2008, slapping AAA on junk. The music’s stopped, & subprime auto debt tied to fraud is crashing fast. Same playbook, new bubble




£20bn of tax payers £££'s wasted, maybe more, Miliband pushed this through couple of years ago

















 
 
 

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