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Poland NATO Article 4 risk / Qatar, Lecornu, Nepal geopolitics / BoJ / ORCL .. / U.S PPI & CPI next up

  • Writer: Stéphan
    Stéphan
  • Sep 10
  • 3 min read
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  • Markets : Oracle's big beat ? (+30% after hours but again some Q's with front loading all the good news....basically missed but promised 500bn of projected data center backlog..), no neg reaction to BLS revision (all exp), indexes continue to grind higher, new highs after new highs as rates stay soft and market awaits FED cuts, FX super quiet really still, 10's UST yields shouldn't drop below 4% area, metals remain firm, geopolitics not affecting markets per say, other than few specifics

  • Geopolitics :  Poland may invoke NATO Article 4 after Russian drone attack, huge Russian drone attack on UKR again and polish airspace violated 'repeatedly by drone objects'',  Israel hits Hamas leaders in Qatar, Nepal (between China and India..) lost its PM and its parliament was burned down, Macron appointed 39-year old Defense Minister Lecornu as his latest prime minister ( a lot of blocking traffic going on already ..), U.S payrolls revised down 911K... that's half the job previously announced (how can they get so wrong..)

  • Trump posted that he still expects to get a trade deal agreed with India; and yet....he also told the EU to put 100% tariffs on China and India to force Putin to stop attacking Ukraine

  • BoJ may cut 10-25 year JGB purchases in October-December plan - Sources, BoJ is said to see US trade deal removing some risks to growth

  • Merz: Everything indicates that Putin's imperialist plan would not end with the conquest of Ukraine, but would only begin with it

  • The US is ending its cooperation with Europe in countering disinformation from Russia, China, and Iran — the Financial Times

  • Eu Eco / Draghi Plan - Europe slow-walks Draghi plan as global rivals surge - 1y after former Italian PM’s report on competitiveness, EU implements just 11% of his ideas -FT
























 
 
 

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