META to use TPU's / Trump, Xi, Takaichi call - key Taiwan talks / Risk GOP exodus / India still loves Gold

Markets : Michael Burry is standing by his criticism of Nvidia, Bardella Poised to Make History in 2027 French Elections (ahead in polls), OpenAI is now running ChatGPT on Google TPUs!, Meta to use TPU's, NVDA said 'it's not Enron, in private email memo refuting accounting questions'', equity markets seems to be in a place where neither the bulls nor the bears have a strong view, all about December liquidities now, FED cut all but priced in Dec too now after Williams, FX pretty quiet too...GOP Rep. warns mass exodus of House Republicans is imminent: “Morale has never been lower”
Trade : Xi Jinping spoke to Trump in their first call since the trade truce, pressing the US president on Taiwan. Trump said he agreed to visit Beijing in April and invited Xi for a state visit next year. Japan PM Sanae Takaichi said Trump briefed her on his call with Xi, |
Geopolitics : Russia and Ukraine bombarded each others’ territories, just hours after Donald Trump sent an upbeat signal on prospects for a ceasefire deal, US holds Russia-Ukraine peace talks in Abu Dhabi. Army secretary Dan Driscoll meets delegations from Kyiv and Moscow in push for deal to end Kremlin’s invasion
The EU ruled out easing its tech rulebook, rejecting Howard Lutnick’s call to change its digital regulations for lower steel and aluminum tariffs
India's eternal obsession with gold lifts imports 200% in October