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Rise in Repo rates, liquidity, collateral values / JGB yields up, GDP -1.8% / NVDA reports on Wed + U.S payrolls

  • Writer: Stéphan
    Stéphan
  • 5 days ago
  • 3 min read
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  • Markets : JPN Q3 GDP shrinks 1.8% and JGB yields up 3-4bps, as they plan $110bn stimulus package, NVDA reports on Wed, U.S NFP payrolls report in focus this week, ECB's Rehn 'mindful to downside risks to inflation', Thie's latest 13F shows a full bown exit from AI (NVDA), Swiss reach a deal with U.S (15% ok, expensive behind the scene for CH..and thanks for the Rolex), UK GDP reduced by 8%’ – Nine-year study reveals how Brexit decimated UK economy, Rise in Repo Rates matters to liquidity & collateral Values - in everything-FT ''New York FED convened meeting with Wall Street firms over key lending facility' ...more liquidity again?.., #MSTR ..Crypto price plunge: What Eric Trump, Michael Saylor, and others are saying >>> markets yoyoing, frothy markets, the $3trn repo warning signs, JGB yields (more spending) ..all small warnings, big test for NVDA and the whole AI theme, from after the bell on Wednesday, CHF slightly stronger on US tariffs deal, JPY weaker, CHFJPY 195 - phew.. way way over PPP etc., and of course the Epstein files and emails saga, and a rep congresswoman opening linking Epstein, Israel and AIPAC influence on TV, Trump must be livid

  • Janet Yellen says the United States is in danger of becoming a banana republic, well...

  • Geopolitics : Bags of cash and a gold toilet: the corruption crisis engulfing Zelenskyy’s government, China warns chinese tourist going to Japan, Trump reveals Maduro 'would like to talk' as military options remain on the table for Venezuela

  • Foreign investors return to China’s stock market. DeepSeek AI breakthrough spurs biggest overseas inflows in four years. (FT)

  • Ex-Fed official to face ethics inquiry over stock trades

  • UBS wound down O’Connor funds following First Brands collapse

  • “Repo is all about trust,” said Thomas Simons, chief US economist at Jefferies. “If any borrower gets the reputation of being riskier, it creates this perverse incentive for all the lenders to pull back at once, even if it is not deserved . . . once you get the stink on you, it’s hard to recover,” he said

  • China's Ministry of Culture and Tourism solemnly reminds Chinese tourists to avoid traveling to Japan in the near future, and Chinese tourists already in Japan should pay close attention to the local security situation










Not all that Swisstastic..












 
 
 

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