Silver squeeze! / New French govt again / Trump vs Xi, lots going on with RE, techs etc, new ecosystem / Nexperia!
- Stéphan
- Oct 13
- 3 min read
Markets : Silver squeeze!, all precious metals roaring still.., JPN's Takaichi's government at risk, Lecornu names new French government after reappointment (again..), China's exports accelerated as Xi and Trump raised stakes in trade war, Friday sell-off on China RE caps (rom software, equipment to materials, China is reconstructing an entire ecosystem inside the country)!!.. Trump's tariffs, then Trump’s administration signaled openness Sunday to a deal with China to quell fresh trade tensions while also warning that recent export controls announced by Beijing were a major barrier to talk....and Trump said not to worry and 'BUY' and most things bounced 2/3 of Friday sell-off (SO much insider stuff in there, particularly in crypto !!), crypto only 'delaying' the eventual usd downside ? in fact doing the opposite to what they advertise'' (Thread), Morgan Stanley recommends 20% gold allocation. Meanwhile 39% of fund managers have ZERO gold!
Geopolitics : According to preliminary reports, the United States has deployed over 10,000 troops to Puerto Rico, while units of the 82nd Airborne Division have been sent to Trinidad and Tobago, near Venezuela,
Trade : China unveils sweeping new export rules on rare earths, batteries, Mining and processing technologies, companies outside country subject to licensing, Dutch government takes control of Chinese-owned chipmaker Nexperia in ‘highly exceptional’ move
The US Senate has passed legislation requiring Nvidia and AMD to give US companies "priority access" to their chips before China
Central bankers, already uneasy about trade tensions and swelling public debt, will collectively confront a new worry in the coming week: the danger of a market crash. Global policymakers and finance ministers will gather in Washington for the International Monetary Fund/World Bank fall meetings after a chorus of warnings that a stock bubble focused on artificial intelligence companies might burst before long
Xixi®茜茜大姐 🇨🇳🇭🇰🇲🇴 on X: "@sahilypatel From software, equipment to materials, China is reconstructing an entire ecosystem inside the country https://t.co/5jXBSomOv5" / X
This is MUCH BIGGER than Deepseek
NSTRIKE on X: "❗️❗️🇺🇸 According to preliminary reports, the United States has deployed over 10,000 troops to Puerto Rico, while units of the 82nd Airborne Division have been sent to Trinidad and Tobago, near Venezuela. Reports suggest that the Department of War may be preparing an operation to https://t.co/isbvSoUcpX" / X
EndGame Macro on X: "What Trump is doing is laying the groundwork for a major shift in how housing policy could be framed and financed. The post looks like a populist swipe at corporate welfare, suggesting that giant homebuilders are being handed billions while ordinary Americans can’t afford homes. https://t.co/WFebxs21We" / X
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