'Golden age of America begins right now'/ 4 Tech Bro's ahead of Trump's cabinet / WEF in full swing / BoJ up next
- Stéphan

- Jan 21
- 3 min read

Trump is promising to defeat inflation by rapidly bringing down costs, drill baby drill etc, however inflation is not caused by oil prices, they have actually been relatively low and stable last few years, inflation is on services side and caused by deficit spending and QE, hard to see Trump delivering much different?, but we shall see! AND Big Bro's CEO's causing up to Trump it not necessarily a good sign, IF Trump starts to pick winners and losers, while micromanaging economy from WH, these are trying to make sure that central government is all in their favour.. >>> time will tell
WEF going, la crème de la crème of prominent folks turning up to guide us all...one wonders how many private jets have landed last 48hour sin ZH..
Trump issued nearly 100 executive orders last night - headlines and more below
Bezos, Zuck, Pichai & Musk, -4- of the world’s five richest men were placed more prominently than members of his own cabinet, with some of their spouses occupying seats at the expense of governors and members of congress
Watch CNBC’s full interview Stanley Druckenmiller >>> Stanley Druckenmiller says 'animal spirits' are back in markets because of Trump with CEOs 'giddy'
Goldman Sachs: US-China tensions don't matter as much to Chinese stocks. Bank expects a +20% rally in China ahead
Markets overall relatively quiet, bonds rally (slight relief), FX specifics, MXN & CAD weaker on 25% tariffs chatter and CNH rallies 1pct as no big drama so far there, let's what actually happens over next few days, weeks >>> EXPECT the usual tweets around midday european times when DJT wakes up !
"Businessmen became politicians and were acclaimed as statesmen, while statesmen were taken seriously only if they talked the language of successful businessmen." — Hannah Arendt, The Origins of Totalitarianism
It will all be there ! >> President Trump's America First Priorities – The White House
Sky News on X: "From an awkward kiss to Elon Musk's dance moves - here are some of the quirky moments captured on camera during the inauguration ceremony. https://t.co/f5KC0c7YjO https://t.co/K7L3a3ECT7" / X
Some Execs orders :
-25% tariffs on Canada & Mexico from 1 Feb, unless they curb flow of drugs & migrants
-100% tariffs on China if no deal done on TikTok
-State of national emergency and deployed troops to the Mexico border
-Reinstated “Remain in Mexico” programme
-Designated cartels as “global terrorists”
-Scrapped Biden’s EV mandate & restrictions on Alaska drilling >> drill baby drill, but..
-Withdrew US from Paris Agreement and WHO
-Hiring freeze on federal government
-Exit out of the Paris Climate accord (again)
-Declared a national energy emergency
-Exit the WHO
-1600 rioters on Jan 6 2021 have been pardoned
-No US Citizenship for everyone born in the US
-A 90 Day halt in foreign aid to reassess it
U.S. oil production 2023 | Statista crude production is already on highs..
Michael Pettis on X: "1/5 I know that implementing tariffs on Canada and Mexico is done for political reasons, but we should be very clear how inconsistent they are with a functioning trade policy. In fact these tariffs will actually make US trade deficits larger. https://t.co/vyP0oXJKpI" / X

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