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META AI delay / Coinbase hack / Merz, Bill Gates / China CO2 emissions down in '24! / Trump & Tim cook problem

  • Writer: Stéphan
    Stéphan
  • 3 days ago
  • 3 min read


  • Markets : this week been all about deals a-gogo! SLR relief, Mid-East playing the long game with the U.S, just like China, Trump sais he is the only one to do it with Putin, he adds that they are close to a nuclear deal with Iran, SK and U.S met for talks (will be interesting to see if any USD consequence within the deal!), JPN economy shrinks in March by -0.2%, META AI delay, Coinbase hack, eq markets buying into close this week been huge (partly short gamma) going into monthly Eq derivs expiries today, clearly a lot of good news priced in these markets now (SPX 5900+)

  • USD : big picture most likely remain soft, as Bessent continues to talk/threaten with the tax on UST holdings by foreigners + possibly push for lower usd via trade talks (SK and JPN will be the tell)

  • How China caught up with Silicon Valley-FT >>> DeepSeek moment was the tell, as discussed back then, China has caught up, partly the reason for the Trump tariffs war...

  • US set to cut capital requirements for banks, FT reports

  • Bill Gates says that the tech bans on China are "absolutely" backfiring, and that it was delusional to think the US "would get substantially ahead of the Chinese" and that "[AI] was going to be super unique to us."

  • Germany’s Merz tells EU to scrap supply chain due diligence law: The EU's CSDDD was proposed to force companies to enforce sustainability rules and human rights along their supply chain

  • Starmer seeks UK-EU ‘reset’

  • Trump says he has a ‘little problem’ with Tim Cook

  • China's CO2 emissions have been declining for a year now, since 2024, when their official target was to reach peak emissions by 2030 (and carbon neutrality by 2060) >> no matter how you slice it, this is good

  • SCMP: "Container bookings from China to the United States have surged nearly 300 per cent after the world’s two biggest economies agreed to pause sky-high tariffs that threatened global shipping."...all so binary! but as we said in March, an embargo was never going to last very long...






In just four years, Xiaomi overtook Apple in China’s smartphone market.TikTok reached a billion users twice as fast as Facebook.WeChat Pay dominates in China, while WhatsApp’s payment feature remains niche, even in its strongest markets.












Getting cheap that's for sure, might be worth a look ?





 
 
 

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