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META, MSFT 'capex red flags' / Brent hits $125 overnight / FOMC deeply divided, 10's UST yields 4.42% and 30's 5%..

  • sc0172
  • Apr 30
  • 2 min read

  • FOMC was deeply divided for Jerome's last meeting, Iran clouds outlook on inflation, 4 dissenters, 2 wanted go vie up the dovish bias and 1 only wanted to cut, 10's UST yields 4.42%, and 30's at 5% now..

  • Iran update : US Central Command has prepared a plan for a “short and powerful” wave of strikes on Iran, likely including infrastructure targets, according to the Axios report, Brent hit a wartime high above $123, Trump earlier told the news outlet that he would not lift his naval blockade without a nuclear deal

  • Markets : The longer Hormuz stays closed, the more of this $14T in USD that will return home to the US to bid for US oil, gas, & grains, markets now pricing in a 50% chance the Fed will raise rates by April 2027, META-MSFT earnings reports had a lot of red flags on the capex outlook.. >>>

  • World Gold Council: 95% of central banks expect to increase their gold reserves in 2026

  • Germany now produces more ammunition than the U.S. Rheinmetall boosted artillery output from 70K → 1.1M rounds/year







Bank of America’s Michael Hartnett says commodities could dominate the rest of the decade. BlackRock is moving away from the 60/40 portfolio. Capital is rotating into: gold miners, copper, uranium, energy.





Mercedes-Benz Q1 Results

Revenue -5% Profit -17% Margin -44%

The margin is now only at 4%. Mercedes-Benz has announced plans to reduce its global production capacity by more than 10% to approximately 2.2 million units in order to achieve cost savings....it's tough out there




Meta down 7%, Google up 6% after hours, AMZM and MSFT not much into it














 
 
 

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