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GBP, EU-UK.. the Swiss+ way / Even NVDA CDS.../ EU NatGas 90+ / Increased Risk for Landlords in Berlin !

sc0172
12 minutes ago
3 min read

  • Germany Explores stealing properties from Landlords in Berlin and paying them below Market Prices, Bonds Crater (if implemented...this is the end of Berlin as we know it...), Merz of course pushign back, well worth following this story !

  • Markets : AI CDS, even NVDA CDS ( Thread ), CCC corporate yields UP, yields in general, France's 10-year bond yields are surging to new post-2012 highs relative to German 10-year yields, EU NatGas prices above euro 90 for 1st time since 2022, crude higher, diesel, VIX, Citadel CEO Ken Griffin says we are "ALMOST CERTAINLY" in an AI bubble >>> Mr market is going to be in a lack oxygen soon (liquidities), beware, risk of a decent sell-off is on the INCREASE

  • US-Iran War Live Updates: Rubio Welcomes Mediation Talks, 'But Final Call With Trump'

  • 1 % of companies represent 90% of AI spending

  • GS says HF's are cutting their tech exposure at the fastest pace in at least 10 years

  • AI stocks now make up 49% of the S&P 500 — the 2nd largest concentration in history, behind only 1880s railroads

  • US housing starts fell 5.2% in Sep to a 1.221 mio annual rate, the weakest in months

  • London's macro hedge fund pain as up to 100 people are out: "Everyone has blown up"

  • UK–EU “Switzerland Plus” Deal: Could Britain Return to the Single Market Without Rejoining?

  • #CRWV That’s nearly $1 billion in real costs erased from view — the same optical surgery Enron and WorldCom performed on their income statements….”



GBP should continue to do well vs CHF and EURO...it's heading that way, little doubts, never rejoin bit get closer and agree-negotiate bilaterals for the next many decades, it's fine, probably best long GBP vs EURO, as CHF could go bid on any crazy OAT's disaster, middle east or indeed AI wobble

































 
 
 

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