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New world order, Xi, Modi, Putin & others / No public remarks from Trump since 25th Aug / Venezuela / XAG!

  • Writer: Stéphan
    Stéphan
  • Sep 1
  • 3 min read
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  • Week ahead : U.S labour day today, Aug ISM tom, JOLTS Wed, ADP and Friday's NFP report in focus, U.S court ruls many of Trump's global tariffs are illegal, China's Xi, Russia's Putin share vision for new global order at security forum, 25+ foreign postal services suspended mail to the U.S. in the run-up to the de minimis deadline on Friday, investors underestimate Trump's threat to the FED, and finally, Tension between US, Venezuela rises with military buildup

  • Markets : few rumours regrading Trump's health, he hasn't made public remarks since 25th August, and Epstein files again, tariffs to India all about nobel prize vote, NVDA down BABA up, QQQ SPX closed on highs, hard to think of many reasons why investors will want to chase this higher over next few weeks! France risk coming up in Sep >>> expect a correction, buy some vols, await patiently, no need to chase higher from here. Metals continue higher, what else..FED cutting in a 3% inflation environment... XAG finally 40+, XPT and PALL got room to shine too..

  • No longer enemies? Xi Jinping and Narendra Modi meet for the first time in 7 years, pledging closer ties as they brace for the economic fallout from the US trade war

  • UK secures largest ever warship deal from Norway, Norway canceled plans for purchase of US ships after seeing Trump admin turn off Ukraine's weapons abilities remotely, ordered $13.5 billion in UK built ships

  • France's Olivier Faure, leader of the French socialists, confirms his party will vote ‘no confidence.’ So Bayrou and his budget will be toast on Sept 8th

  • The number of unemployed people in Germany surged above 3 million for the first time in a decade, labour office figures showed on Friday, as the labour market of Europe's biggest economy is squeezed by two years of economic contraction

  • Axios: Trump considering stepping back from Ukraine peace talks. WH official: “We are going to sit back and watch. Let them fight it out for a while and see what happens.”

  • The reason Trump increased tariffs on India has nothing to do with its purchase of Russian oil, and nothing to do with Russia’s genocide in Ukraine. It’s all, ridiculously, because India wouldn’t nominate Trump for the Nobel peace prize

  • On the surface the U.S. economy still looks fine, but underneath the hood things are slowing down #macro / Thread

  • Swiss Gold Industry Lobby Rejects Idea of US Relocation - Switzerland’s trade group for gold refiners opposes a relocation of some operations to the US to ease a trade imbalance between the countries and help tariff negotiations, newspaper Neue Zuercher Zeitung reported



The U.S. is demanding that the EU give up Russian oil and gas and impose sanctions on India and China, Axios reports. According to the outlet, the U.S. does not want to bear the costs of pressuring Russia alone and wants Europe to make a more significant contribution. Washington is urging Europe to impose measures against Russia that include a complete halt to all oil and gas purchases, as well as the introduction of EU secondary tariffs against India and China, similar to those already applied by the U.S. to India.






New world order...















 
 
 

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