Micron joins $1trn club / Crude, commods, yields easing / Risk war goes beyond UKR / 160JPY test again
- sc0172
- 1 day ago
- 3 min read
Iran, UKR-RU war updates : Europe is starting to think Putin will expand the war beyond Ukraine, President Trump’s Board Of Peace Fund Is Empty - FT, If some of you still had doubts that US "allies" are actively preparing for a US withdrawal from Asia, South Korea's president spelled it out clearly (Thread),
Markets : Micron joins the $1trn club after UBS raises its price target from 525 to...1625 (not messing about with new price target !!), SO many headlines about the current 'NASDAQ, Ai bubble' being worse than any other (Thread -s), suddenly crude, gold, copper, silver...and yields all down (commodity sector cooling), FX nothing much going on as yields tend to move together though USDJPY near 160 may renew BoJ/MOF interest
Ex-Credit Suisse Risk Chief has Swiss criminal case dismissed
UBS Group AG’s Asia Pacific President Iqbal Khan said artificial intelligence will free up capacity and improve productivity but also have an impact on jobs. “If we can use that capacity to serve our clients better, gain more share of the wallet, grow faster, grow more, then the impact on costs and jobs is going to be less,” said Khan in an interview with Bloomberg Television
이재명 on X: "지금 우리는 그 어느 때보다 중대한 선택의 기로에 서 있습니다. 국제질서는 빠르게 재편되고 있으며, 안보 환경 또한 한 치 앞을 예측하기 어려울 만큼 급변하고 있습니다. 이러한 시대일수록 국가의 원칙과 방향은 더욱 분명해야 합니다. 자주국방은 더 이상 선택이 아닌, 국가의 존립과 국민의 https://t.co/KhXeSraVuh" / X
If some of you still had doubts that US "allies" are actively preparing for a US withdrawal from Asia, here's South Korea's president spelling it out
Silver miners relative to gold miners appear to be on the verge of a significant breakout List of Technical Setups - Tavi Costa
Alex Mason 👁△ on X: "🚨 THIS IS THE END OF THE AI BUBBLE SpaceX, OpenAI, and Anthropic are all preparing to go public at the same time. $5.4T in combined capitalization. That is 8.4% of the entire S&P 500. The market needs $250B in fresh capital to absorb them. That money has to come from https://t.co/AvtDP6XuMK" / X
Samantha LaDuc on X: "AI bulls gonna push it into 10, aren't they... BofA Hartnett writes: "consensus max bullish on Positioning & Profits, plus yields breaking up suggests some profit taking here; but no one cutting longs in stocks before historic IPOs and big top Policy tightening will come after https://t.co/BmESrKNsZK" / X
BYD for years used billions owed to suppliers as cheap financing to fund its rapid growth from a little-known component maker to a powerhouse reshaping the world’s auto industry. Now, Beijing is forcing it to clean up its books
Going to be fascinating!
Why, might one ask...
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