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Writer's pictureStéphan

FOMC minutes : inflation risk / GBP-Gilts bonvigilanted / Greenland, Mexico, Danemark, France respond to Trump

  • Markets : Stocks swinging hard (SPX500 back to Nov 6 lev-beware 'owned stocks and thematic stuff', quantum yesterday..), Crude prices trade like recession has been avoided, GOLD prices grind higher still, UST yields trade like inflation rebounding (though very s.t did well on the 30y auction yesterday), USDollar remains king (not much choice elsewhere!!..), China trades like there is no floor anywhere (debt pile galore), Crypto trading like bull market stalling out, UK/GBP getting 'bonvigilanted' (chart)

  • FOMC minutes reveal officials’ concerns over inflation and impact of potential trade policy changes, ''December's rate cut call as 'finely balanced'''

  • Quantum Computing stocks dive after Nvidia CEO says Tech 15-30 Years away

  • Poilievre’s PM odds on Polymarket surge to 93% after Justin Trudeau’s resignation

  • Why Trump’s pursuit of Greenland could be cheered on by Russia

  • Corporate borrowers kick off 2025 with record-setting $83bn bond bonanza. Issuers pounce on surging investor demand for debt before Donald Trump returns to the WH


 



Technology billionaire is interested in building support for another political party, notably Reform UK, Musk gets involved in many countries, creating political chaos, which he and few other oligarchs will benefit from...






And just like that 'quantum eq names' get smashed 50%, after some huge rallies lately..but still - huge brutal moves












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