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Lutnick : 1st Aug hard deadline on tariffs / JPN coalition crumbling / BIS : cashless economy by 2030 / Powell tom

  • Writer: Stéphan
    Stéphan
  • Jul 21
  • 3 min read
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  • 1st Aug hard deadline or TACO action again..

  • Markets : Trump went on to say that he didn't need Bessent to know about Powell risk (Thread below), one of his madest intervention yet?, U.S CPI was slightly softer (yet inflation expectations rose notably last week), Europe Prepares for a U.S. Trade Fight - the European Union still wants a deal, but with U.S. demands growing, the bloc is getting ready to push back, JPN ruling coalition lost control of upper house too>> busy earnings week ( #GOOD and #TSLA focus in majors), car companies globally really struggling, Hackers exploited flaw in Microsoft server software, still huge RU air-drone strikes on UKR + some reports of , Powell speaks tomorrow

  • BoA: Despite five consecutive downside surprises in the core CPI, y/y core PCE inflation could climb to 3% as early as July. In our view, a 3-handle would make it optically very challenging for the Fed to cut rates.

  • BIS : AGENDA 2030 only happens in a CASHLESS economy, great...not...

  • Trump is suing the Wall Street Journal over an Epstein report, seeking $10 billion in damages, that huge story will not go away..

  • U.S Manufacturing jobs have fallen from 43% of all private jobs in 1945 to just 9% today

  • Central banks are increasingly buying gold from local mines as prices surge #XAUUSD

  • Swatch may let you design your own MoonSwatch using artificial intelligence. Swatch's artistic intelligence, named AI-DADA, will be used to design unique watches

  • Warren Buffett has set alarm bells ringing on Wall Street. The veteran investor’s decision to ditch billions in banking stocks could be a canary in the coal mine

  • #PLAT Valterra Platinum limited _ lower plat prod due to flooding as we said single source country risk 70% comes from S Africa

  • Japan's Ishiba vows to stay despite suffering setback in elections #JPY

  • Apple / EU Tech Regulation - UK government seeks way out of clash with US over Apple encryption - Officials fear technology deals with Washington could be impeded after Trump administration weighs in

  • Iran has reached an agreement in principle to hold talks with the UK, France and Germany over its nuclear program, the semi-official Tasnim news agency reported






















 
 
 

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