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IMF warns risk USD run / UNH, UPS, AMZN cuts, ASML beat / GOLD UP ! / WH in panic mode / FOMC unch

  • Writer: Stéphan
    Stéphan
  • 3 days ago
  • 4 min read

  • Markets : #USD IMF prepares for global run on US dollar (now with Trump adding to risk..), Scott Bessent is already showing signs of a meltdown in reaction to the European Union’s FTA with India (Thread), FED unchanged tonight, presser always interesting particularly ahead of new FED Chair announcement shortly, worst U.S confidence numbers in 12years y'day, Rick Rieder (odds on fav) wants 1% cut, steeper curves and probably not too worried about the USD either.. so long as UST market remains steady, with all the mountain of debt that needs to be rolled in 2026 #shadowFED effectively.. >> The US has almost never seen so much debt coming due: 26.4% of US federal debt is maturing within 12 months, near the highest % in 26 years!!, mass 48K UPS layoffs, AMZN cuts too, ASML big beat >>> When the U.S. weaponizes the dollar, threatening sanctions, freezing assets, using currency as a political tool, that trust evaporates...(UST long end sold off a little again #duration risk ),... markets have to 'prepare, hedge'' for a 10-15pct move lower in major USD pairs...without the $$$ as a world currency, the U.S becomes a regional power, with HUGE debt issue..''BE careful what you wish for Donald...'' GOLD, Silver , PLAT prices were hit hard during NYC hours last few days, right back and higher again this morning !! this is the debasement full on..

  • The White House is in full blown panic mode right now. Kristi Noem is throwing Stephen Miller under the bus, Miller is throwing Greg Bovino under the bus, Republican senators are calling for Noem to be fired… it’s a mess.

  • SPX : if you measure SPX return in GOLD terms, the stock market is 'collapsing'..

  • #USD : IMF prepares for global run on US dollar. The EU should issue more common debt to provide investors with an alternative safe asset to gold and US Treasuries, the Fund's managing director said

  • Ray Dalio just said the quiet part out loud. "If you depreciate the money, it makes everything look like it's going up." The Stock Market boom is a lie… We are witnessing the death of the Dollar, not the growth of the economy

  • EU now has its own 'secure and encrypted' satellite communication system

  • Canadian Prime Minister Mark Carney said Tuesday he told U.S. President Donald Trump that he meant what he said in his speech at Davos, and told him Canada plans to diversify away from the United States with a dozen new trade deals..to EU, China..



The President doesn't make USD policy, but there you go..








We've hardly moved a few pct.. sure, if EURUSD went rapidly to 1.35+ they would



The boss been fired..


When the U.S. weaponizes the dollar, threatening sanctions, freezing assets, using currency as a political tool, that trust evaporates.

China and Brazil are already trading in yuan. India and Russia are using rupees. The European Union is pushing for euro-denominated energy contracts.

Each of these shifts is small. But they add up. And they don't reverse.





















 
 
 

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