OpenAI is reportedly making its own search app to compete with Google/Thread
CRE crisis - Deutsche Pfandbriefbank AG said it's bracing for an ongoing decline in commercial real estate
Why does rising inflation (i.e., CPI) mean little for US stocks? ..The Fed is actively allowing QE to happen right now, by allowing the USD's they printed into the RRP account 2020-22 to drain, which is being used to buy UST's / Thread
Weak UK GDP, technical recession, and today ''Strong January retail sales raise hopes UK already ‘moving out of recession’'' >>> volatile consumers, up & down data
JPMorgan Chase, the largest bank in the world (and State Street), has announced that they are abandoning the UN-backed climate group Climate Action 100+
JPM “.. Our central case remains that equity upside is limited from here, constrained by the fact that investors equity allocation globally is approaching the post-Lehman high seen in early 2015.”
A tempestuous day in multiple courts deepens Trump’s legal imbroglio
ECB's Schnabel: We must be cautious not to adjust policy stance prematurely
Russia has obtained a ‘troubling’ emerging anti-satellite weapon, White House says
Von der Leyen says European Commission will seek to boost defence production, Zelensky visiting Berlin today
Japanese Finance Minister Shunichi Suzuki said on Friday that a weak yen has its merits and demerits although he was concerned about the negative aspects of a weak currency, he even added 'difficult to identify the cause of a weak JPY'...
Markets, big caps 'slightly down' yesterday ( #AAPL $180 support area pretty big technically-chart below) and QQQ up, risk continues to rotate around, as U.S retail sales were softer than exp (UK sales stronger in contrast), U.S markets, DAX, Nikkei all time highs (recession calls ? no-one seems to care). FXland, JPY should stay weak(er) much depends on BoJ circus, BTC, crude, Gold, Silver up yesterday soonest yields don't go up, fairly typical reaction. Crude WTI approaching $80 again on nevus geo politics, last thing Mr Market needs a higher inflation risk on energy/crude prices...
A German bank says it's preparing for the worst property crisis since '08 as commercial real estate distress spreads (msn.com)
The involvement of German banks in the US real estate market | Börsen-Zeitung (boersen-zeitung.de) A lot of very questionable things been going on under the bonnet !
Trump ‘Hush Money’ Case: What To Know About Ex-President’s First Criminal Trial Next Month As Judge Sets Schedule (msn.com)
Gordon Johnson on X: "1/2 Why does rising inflation (i.e., CPI) mean little for US stocks? Simple. The Fed is actively allowing QE to happen right now, by allowing the $ they printed into the RRP account 2020-22 to drain, which is being used to buy @SecYellen's bonds. https://t.co/7IfCgyxxJu" / X (twitter.com)
Nicely put together is plain english
Squawk on the Street on X: "Satori Fund's @DanielTNiles breaks down the #Mag7 stocks: the fantastic four on the long side and the rest on the short side with @SaraEisen, @CarlQuintanilla & @DavidFaber. https://t.co/GhOrAVhfFZ" / X (twitter.com)
NatWest profits boom sets up government stake share sale | Evening Standard finally some good news for government's coffers
Rowan Cheung on X: "Historic day in AI. First, OpenAI changed the AI video world and Google made enormous progress in LLM capabilities. Then we saw huge developments from Meta, Slack, CodeSignal, X/Grok, Microsoft, University of Michigan, LangChain, and Magic. Here's EVERYTHING you need to know:" / X (twitter.com)
Patience they say!
Very close to 'home' - good grief
AAPL - $180 area key - one of the 'shorts' within the Mag 7
