Le Pen, Farage.. / Crude $75 again, Iran ''kicks off'' again / UST 10y 4.56% again, JGB 30y 4.01% Russian bonds..

sc0172
8 hours ago
3 min read

Iran war updates : US bases targeted by Iran after fresh strikes, Trump renews Greenland threats at NATO summit, says U.S. could remove troops from Europe
Markets : JP Morgan just released their Q3 Guide to the Markets (Thread-charts), Russian bonds imploding (10y yields 16.60+) , #JPY carry trade ? ahead of BoJ hike, RBNZ lifts rates to 2.5%, #JPY this will soon start to matter .. Japan’s borrowing costs soar to 30-year high on debt fears (JP30Y: Japan 30 Year Treasury - Stock Price, Quote and News - CNBC) techs/AI struggling (massive spending & monetization of it all + big funding costs..beginning to matter!), USD stable to stronger, UST yields back near HIGHS, 10y 4.56%... with all these mountains of debts to toll ahead of us.. >>> overall plenty of risk out there still, many parts of Eq markets look mispriced given yields..
Worries over long-term spending plans help push bond yields to highest since 1996
Political survivor Le Pen makes her boldest gamble yet for France's presidency
Chanos : ''the AI trick: in a spending boom, one dollar gets counted twice. booked as profit by the company selling the gear - quietly depreciated by the one buying it. earnings look unstoppable… until the spending stops
China's Real Estate market has erased all gains from the last 20 years. Housing prices are expected to fall even further, in line with the Chinese policy that "houses are for living, not for speculation"
What a complete farce this is, Farage only cares about himself, other parties refuse to run in Farage by-election, he ma<y well have lost it already #miscalculated it !