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NEOM / NVDA prices up - earnings on Wed / Iran : economic D-Day / Jackson Hole up next for Warsh & markets

  • sc0172
  • 12 minutes ago
  • 3 min read

  • ''Bessent’s running battle with the bond market starts to look like his boss’s war in Iran''

  • Markets : Nvidia just told Microsoft, Google, and Oracle their AI bills are going up 15%, NVDA earnings on Wednesday, always pretty key for general Ai sentiment (circular economy etc), BABA down 10% in HK, Samsung disappointed, Anthropic IPO details coming out, U.S. has just 41 days of crude oil inventory left, the lowest level in half a century, GOLD has broken back well above 200dma around 4'500$ >>> overall 'debasement' trade came back pretty swiftly, was only a matte of time, Bessent's attempt to control/manipulate bond market can/will backfire, could be the beginning of the big debasement trade 2.0 >> it's the bond market or the USdollar.., can't have your cake and eat it, seems pretty obvious that IF a choice has to be made, and IMHO the market is beginning to do just that... the USDollar will be the fall guy... (Bessent intervening with BoJ might be a sign-push....), Gold bigger than UST in CB reserves by now, main play (but consider also XAG, PLAT, PALL, Copper etc)...and BTC of course

  • Anthropic seems to have built one of the best models available but its customers don’t appear willing to pay much more to use it - FT

  • Warsh seeks to soothe investors’ nerves as signs of economic strain mount. Economists criticise Fed chair’s communication strategy as policymakers prepare to gather at Jackson Hole symposium

  • US vows 'economic D-Day' as Iran threatens to halt all oil exports. The U.S. threatened Iran with what it called "the greatest ​financial offensive ever marshalled" as it prepared to roll out economic sanctions on Monday that target Iran's trade partners. (Reuters) => Oil falls as US prepares to unveil new Iran sanctions

  • Why the World’s Largest Megaproject Collapsed | WSJ - Video

  • Zurich to launch 35-hour working week pilot scheme

  • 227,500 properties filed for foreclosure in the first half this year, a 21% increase from last year and a 30% increase from two years ago

  • China acquired +40 tonnes of gold in June via the London OTC market, marking their 2nd-largest monthly purchase since early 2025










Sounds like a great idea, but execution will be next to impossible..














 
 
 

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