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NVDA 'a beat', was it really ?.. / BoJ suggest Dec hike #JPY / FOMC minutes 50-50 for Dec / Epstein files now..

  • Writer: Stéphan
    Stéphan
  • 42 minutes ago
  • 4 min read
ree

  • Markets : #NVDA  it's a beat of course, but no less than -7- accounting tricks to achieve this ''manufactured beat''.., and Jensen says demand is “off the charts,” but the cash levels disagrees and so do higher inventories (Thread), FED cut in Dec is 50/50, no consensus (probably what the FED wants..), BOJ board member suggests chance of December hike after yen drop, Oracle CDS still up nearly up to 2022 highs, even Scott Bessent days look limited now !

  • Japanese government bond yields surged to its highest since 1999, causing a surge in cost of borrowing. Disastrous for the highly indebted Japanese government #JPY #JGB, All this happened within one month of Takaichi taking office...

  • Geo-politics : Trump Says He Will Meet With Mamdani Friday at the White House, The US signaled to President Volodymyr Zelenskiy that Ukraine must accept a US-drafted framework to end the war with Russia that proposes Kyiv giving up territory and some weapons, two people familiar with the matter said

  • Trump signed legislation Wednesday that compels his administration to release files on convicted sex offender Jeffrey Epstein, not before they are looked at..Waiting for the Bondi and national security headlines on Epstein release to hit wires next...to make sure that many files cannot possibly be released..>>>> "Epstein had close ties to our own intelligence agency and Israel's intelligence agencies." - Republican Rep. Thomas Massie, even Larry Summers announced he was taking a leave from teaching at Harvard as President Trump signs a bill releasing the Epstein files

  • U.S. Housing Market 53% of homes have lost value over the last year, the highest share of depreciation in 13 years - mind you it should be welcome to 'would be buyers'..and The share of Americans unemployed for over 27 weeks reached 25.7%, the highest share since 2021, The office vacancy rate in the US has moved up to 20.7%, the highest level in history #MACRO

  • Dinner with Mr Brexit : Bannon's European revolution, planned with Farage and backed by Epstein.. big if true

  • John Major says Brexit was an act of collective folly. It made Britain poorer, weaker and cut off from the world’s biggest market


Jensen Huang was upbeat. “There’s been a lot of talk about an AI bubble. From our vantage point, we see something very different,” he said, added he has ample Blackwell chips to meet demand. => stock up +6% after hours >>> "If Google were to make those TPUs commercially available at scale and reasonable price, Nvidia’s dominance would end, price wars would begin, and compute would become a commodity."


Also...something the bears to cling on to: inventories are up 32% quarter-over-quarter




A lot of back dated weak macro data likely to come out, so one would think markets will soon price full cut again..




Of course he does.. hardly anything UKR can agree too ? Ukraine updates: Trump approved peace deal, report says - Yahoo News UK


















 
 
 
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