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L.A. unrests / FOMC next week / #PLAT ! #XAG, #PALL 🆙/ U.S CPI in focus +U.S - China trade talks

  • Writer: Stéphan
    Stéphan
  • Jun 9
  • 3 min read
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  • Markets : May NFP report points to gradual moderation in labor market, Q1 GDP in Japan contracted 0.2% (less than 0.7% prev announced), carnage-shocking stuff in L.A. (large amount of ICE agents suddenly turn up there..., just as Musk talked Epstein files..coincidental distraction..?..) >>> U.S CPI, PPI, jobless clains and inflation exp coming up, UK spending, China /U.S trade talks ongoing, FED looks unlikely to cut next week, market may price something if CPI is soft(er)

  • China approves some rare-earth export application

  • Trump official who shut down counter-Russia agency has links to Kremlin

    Darren Beattie, who alarmed the State Department with his pro-Moscow views, is married to a woman whose uncle has ties to Vladimir Putin

  • A cargo ship carrying around 3,000 vehicles, including 800 electric vehicles, caught fire June 3 off the coast of Alaska!!!, causing its crew to be evacuated – its operator Zodiac Maritime confirmed in a statement to USA TODAY

  • GOLD, Silver, PLAT ! and PALL we love still, but the real long term dar hoerse is #copper ''We need to mine as much copper in the next 25 years as we have mined in the last 1000 years''

  • Goldman: … clients have engaged in buying stocks to increase their net exposure, but would highlight gross exposure remains at some of the highest levels of all time. The risk of a right tail rally against an overly short index portfolio is palpable, and you can see this reflected in the SPX vol surface, the closer we get to retaking the ATHs, the more bid call skew has become … the closer we get to spx ATHs the harder it is to ignore this rally

  • The market value of Treasury Bonds as a % of the market value of Stocks has fallen to its lowest level since the 1960s

  • Old article, but still.. - Historian finds German decree banishing Trump's grandfather. Royal decree ordered Friedrich Trump to leave Bavaria and never come back after he failed to do military service, that's why Merz brought him the birth certificate at the WH..



MS - We expect the US Treasury curve to steepen much further than it has so far. At the same time, we don't think 30-year Treasury bond yields drive the curve steeper by rising as they have year to date. Instead, we expect investors to face lower yields across the Treasury curve, led by shorter maturities. Still, just as lower yields have proved elusive over the past two years, stubbornly high levels may continue to frustrate investors over the next six months. Our economists believe tariff-related inflation will prevent the Fed from lowering rates this year – a dynamic which may keep Treasury yields in their two-year range for longer.




Brazil is hoping to sell its first sovereign debt in the Chinese market as soon as this year



Hummm




That's really good for the ocean and environment, no-one will speak sbout this though


If you buy that artificial intelligence is a once-in-a-species disruption, then what Demis Hassabis thinks should be of vital interest to you. Hassabis leads the AI charge for Google, arguably the best-equipped of the companies spending many billions of dollars to bring about that upheaval. He’s among those powerful leaders gunning to build artificial general intelligence, the technology that will supposedly have machines do everything humans do, but better... hummmm, going too far too fast IMHO, I don't particularly like regulations, but there are almost none...what could possibly go wrong..











 
 
 

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