Stéphan
- Apr 8
- 3 min read

ME tensions 'easing' / Yellen-China meeting / Strong NFP on Friday, UST yields all on YTD highs, U.S CPI and FOMC minutes key on Wed

Our friends in America will be all watching later on!
Week ahead : (NFP Friday still pretty strong all round), earnings season picking up in the U.S (banks mainly), ''signs'' of middle east tension easing, Yellen-China news to follow, U.S CPI and FOMC minutes pretty key on Wednesday, UST's had one of their worst weeks in 6months, all yields across board on highs YTD, GOLD, Silver making renewed pushed higher as we started the week
China was a buyer of Gold for the 17th consecutive month even as prices soared to all-time highs >>> the rally in #XAUUSD is no a retail thing, retail implied allocations via ETF's remains very low, near bottom of range of last 10+ years, as price of gold breaks to new highs..big convergence that will sooner or later be looked at by mr market
ME crisis, signs of progress ion truce talks, watch Brent for signs of tension cooling
Yellen : “I have just concluded an extensive and productive two days of meetings in Guangzhou with Vice Premier He Lifeng of the People’s Republic of China. After significant discussion with my counterpart, I am pleased that we have agreed to launch two significant new initiatives that will advance the interests of American workers and firms and help protect U.S. national security
Powell still expects Fed to lower rates this year as inflation follows a 'bumpy' path down to 2% - let's hear it int he minutes
#USDJPY the BoJ is going to be tested by markets 152+, do they walk the walk, or just keep on talking, a little hard to stop USDJPY from going up on talk talk, while UST yields go up
EV price war intensifies as China car makers battle for market share, this will take EU inflation down further than in the U.S (diff trade policies), EV car deflation coming
German industrial production increased for a second month, underpinning hopes the economy is turning around