.png){kind=logo}
Iran and US incr 'diplomacy' ? / Israel no clear winner, change of direction? / U.S med terms up next : very close
US midterms up next now !
Markets : Crude a little softer as Iranian and Qatari officials held a 3rd consewcutive day of talks in Doha, aimed at ending the U.S-Israel war on Iran, MSFT raised another $25bn from US bond sale, Lagarde on her way in Feb 2027, US Treasury borrows record $839 Billion in auctions last week, China stocks up on report of regulatory support >>> On top of ACTUAL news, Ai debt, etc, like Google's ugly earnings, CAT, AMZN, Intel a few others..., imagine the wrench a Democratic midterm victory could throw into the market. They could gum up the works almost immediately, bringing renewed scrutiny to crypto, banking, markets, etc.... BEWARE...
The $6tln House of Cards. Google’s announcement of nearly 1tln in forward commitments alone once again highlights how much of the AI boom today is being greased by all those involved committing to deliver future cash
Passengers on never-ending cruise stranded by soaring fuel costs
AI spending concerns linger: Goldman Sachs forecast hyperscaler capital expenditure almost doubling to $800bn this year and reaching $1.2tn in 2027, while projecting S&P 500 earnings growth slowing from nearly 30% in 2026 to 18% next year. Intel’s near 29% drop on Friday raised the stakes for other chipmakers, and US midterm elections on Tuesday added uncertainty, with a Democratic win in either house seen creating potential hurdles for data centres
Frankfurt Riots: Germany’s Dobrindt Demands Tough Penalties After Gen Z Protest Violence
UBS boss Ermotti makes clearest Swiss exit threat
A prolonged rout in the riskiest parts of the global market for junk debt is sending shockwaves through credit markets, driving some of its most active investors into sharp losses-FT
Let him go,?..how can you random swiss folks !.. having had already huge tax payers supports during GFC..
Comments