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Trump #DOGE / #HSI ⏫ / #USAID : China opportunity / Powell : no hurry, U.S CPI & PPI tom / GAZA deadline Sat.

  • Writer: Stéphan
    Stéphan
  • Feb 12
  • 4 min read


  • Fed Chair Powell says central bank doesn't 'need to be in a hurry' to lower interest rates further and same from Fed's Hammack >> he also added ''would use QE only when rates are at or near ZERO''.... so no more QE, as rates are not heading back to zero..The neutral rate was "clearly very low before the pandemic" and it is likely that after all of this, "the neutral rate will have risen meaningfully." "I think it has moved up. And many of my colleagues on the FOMC" also do, AND ''Treasury supply maybe a reason Term premium increased'' ...stating the obvious, but there you go >>> markets ignoring 'targeted tariffs' , as they don't matter much big picture and in any case Trump knows the US consumers can't afford them..., #HSI been on fire (remember all those on CNBC who said #China was 'uninvestable' last year... we love it back then..)... #BABA on fire still, #DAX 22K, GOLD reached out this week, pause welcome, other metals worth considering next #XAG #XPT #PALL .. ). USDollar positioning is very long (big picture), price action after CPI key for further downside risk for the USD. UST 10's back to 4.55 worth keeping an eye on for risk !

  • Elizabeth Warren says, ‘We’ve got our toes right on the edge of a constitutional crisis’

  • US tariffs on China could be paused if “serious headway” is made on fentanyl - report

  • Trump and his lawyers embrace the logic of dictatorship >>> "The administration's arguments boil down to this: if Trump wants to do it, he gets to. Their stance is that laws are irrelevant in the face of Trump’s wishes and the courts can’t stop him." and Google has renamed the Gulf of Mexico as Gulf of America in its Maps application for US users, meanwhile, Egypt has reportedly “closed the door” to any further discussions with the United States regarding the displacement of Palestinians from the Gaza Strip, Trump has sent Bessent to Ukraine to negotiate ''this war must and will end soon''

  • ECB's Vujčić : Market expectations for -3- rate cuts are "not unreasonable," sees a shift towards a more accommodative monetary policy. 2. Growing confidence that inflation pressures are easing

  • After Von Der Leyen, now Michael Schumann - chairman of the German Federal Association for Foreign Trade - says that Europe should "enhance economic cooperation with China" to counter U.S. tariffs

  • Niall Ferguson - The idea that history magically stopped being about empires in 1945 is one of the central conceits of the "liberal international order." This @gideonrachman

     column suggests that the empire is back. But did it ever go away?

  • Danish Defence Intelligence says "Risk of large-scale war in Europe within five years Within about two years, Russia could pose "a credible threat" to one or more NATO countries if NATO does not arm itself in parallel."

  • Swiss charge man With Insider Trading on Bank Pal’s M&A Tips

  • How USAID cuts hand Big Win to China

  • GOLD : China Frees Possible $27 Billion From Insurers to Buy Gold >>> The West has done its absolute best to debunk XAU over the past decades!... gold price is the proof of the failure of fiat currencies...Financial media couldn't possibly talk about it, as this would go against just about anything they sell ! and talk about ! and against their narrative

    .............off skiing to The Dolomites for few days, back on Monday, have fun




Bing Videos Elon Musk takes questions from inside the White House - 25mins video

Some pretty crazy stuff, if all true !

#BAB on fire - this one will follow too #HSI etc




How USAID Cuts Hand Big Win to China - Newsweek >>> The Trump administration's recent efforts to dismantle USAID, the world's largest government foreign assistance provider, has created a void that China will be happy to fill, analysts say


















 
 
 

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