NATO united / ''Shadow FED'' lined up + lower cap requirements / USD breaking down / #PLAT breaking up

Stéphan
Jun 26
3 min read

Trump considers 'three or four' successors to 'stupid' Powell >> ''shawdow FED'' + capital requirements easing >>> markets loving this set-up together with softer usd, yields and oil... >>> BUT, markets have now about 63bps of cuts priced in for 2025 already!
NATO united, 5% target, Article 5 etc >>> the U.S will stick to it all, till europe has spent enough to manage the situation in Europe.. as discussed while back...Trump has managed to get Europe to spedn and he has manage to unite Europe, something no-one has managed in 30+ years...
Markets : NVDA, QQQ all time highs, ''what else'', Shell denies BP interest, USD breaking down (EURUSD 1.1600-50+ is a big medium term statement..pick your currency to buy vs USD..), Growth sectors are outperforming in the US, while Value sectors are leading the rest of the world (chart available), crypto asset for home loan could very well be accepted shortly
Lutnick: “Just cut our interest rates, our deficit will naturally shrink and our economy will soar.”...okay then..sounds pretty easy!
GOLD holding up well, SILVER has $40 in sight for summer, as expected...HUGE break up in PLAT, PALL also in the frame...
European stocks fell (slightly) on Thursday after Trump warned that Spain could face tariffs twice as high from the US if it doesn’t increase its defense spending
Debt-to-GDP is above 100% in 6 of 7 G7 nations, and is rising/THREAD
China urges Beijing-backed development bank to focus more on Belt and Road Initiative
Japan’s chief trade negotiator Ryosei Akazawa said the country can’t accept the US’s 25 per cent tariffs on cars, adding that the Asian nation’s automakers produce far more cars in the US than they export to America >>> accept higher JPY then, to make a deal...
Crypto Enters the Mortgage Mainstream: FHFA Signals Institutional Integration, Mortgage giants Fannie Mae, Freddie Mac directed to consider crypto as valid assets for home loan eligibility
Peter Thiel on why 70% of Millennials say they are pro-socialist: “When one has too much student debt or if housing is too unaffordable, then one will have negative capital for a long time… and if one has no stake in the capitalist system, then one may well turn against it.”