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NVDA chips 'investible assets' !? / META 'addiction' / USDJPY back to 159+ / German truckers busy / CHF softer
- sc0172
- 17 hours ago
- 2 min read
Iran updates : US President Donald Trump seems to be pursuing a “no war, no peace — just economic pressure” on Iran.., because...America’s depleted weapons stockpiles undermine Trump’s leverage with Iran
Markets : crude prices up a bit for the usual reasons, still around $80 WTI, no-one really cares too much at these levels or rather suits most.., USDJPY is back to 159 (155 lows briefly last week - more action required, interventions + rate hike), French 30y yields 4.79% highest since 2008, CHF weakens still at snail pace, but it does weaken (trend), if you like and believe in further BoJ/Bessent JPY interventions, CHFJPY lower long-term is way out of PPP levels!.
S&P 500 Price/Book ratio jumps to highest level in history, surpassing the peak of the Dot Com Bubble
Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ >>> so let me get this straight...Larry Fink of BlackRock is comparing Nvidia's $500B fund raise to the creation of Mortgage Backed Securities? I'm sure that MBS instruments have never caused us any issues in the past...
UK regulator prepares framework for tokenised gold
German truckers take the load as drought hits Rhine shipping. Emergency move to suspend Sunday ban comes as economists warn of hit to country’s GDP growth
U.S. Bitcoin ETFs saw an inflow of more than $850 million last week, the largest weekly inflow since April, price unch still low 60K's
US court rules Meta, other tech firms must face thousands of lawsuits over social media addiction. A US appeals court on Aug 10 allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet’s Google, ByteDance’s TikTok and Snap Inc’s Snapchat over claims they designed their products to be addictive to young users
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