Trump's tariffs, #tradewar risk building / #HSI up ag / Gulf of America! / Powell speaks tom, U.S CPI & PPI next up
- Stéphan
- Feb 10
- 3 min read

Week ahead : Today, Trump's "Reciprocal Tariff" Announcement likely, Powell speaks on Tuesday, then U.S CPI on Wed and U.S PPI Thursday, approx. 20% of SPX500 companies reporting this week >>> SPX is chopping around in range, tops around 6100-50 and 5850-00 lows, headline risk, tariffs, inflation, Gold reserve reval chatters, FED audit, Musk's actions etc..Trump's government shakeup may test Supreme Court's role as firewall
President Trump signed an executive order proclaiming February 9 as ‘Gulf of America Day,’ as he flew over the Gulf of Mexico en route to Super Bowl LIX
China’s annual inflation rate climbed to 0.5% in January 2025 from 0.1% in Dec
Copper rose almost 3% on Friday, up by over 10% so far in 2025. In 2024, the price was only up 7% for the entire year >>> wont help bring inflation down this year..!
"Within the next 12 months. We're Going To Monetize The Asset Side Of The US Balance Sheet.” - US Treasury Secretary
#BTC - Tether CEO warns quantum computing could hack lost Bitcoin wallets, “Any Bitcoin in lost wallets, including Satoshi (if not alive), will be hacked and put back in circulation.”
A physical Gold audit?.. Did Bessent tell Yellen and Powell that they will be doing an audit of the U.S. government Gold?
President Trump permits Elon Musk to hire 45 new DOGE agents to manage and audit the FBI, CIA, and the Pentagon. Elon Musk just endorsed Ron Paul to lead an investigation into the Federal Reserve.... whaoo...Musk called to impeach judge whose order blocks DOGE from Treasury systems access. Ergodan rejected Trum's Gaza plan proposal as 'futile'
Taiwan plans to buy more U.S. natural gas to cut trade surplus
DeepSeek’s AI breakthrough could (quite likely will) get global investors interested in China again #HSI up again...
New data shows UK could be £26bn better off with ‘closer EU alignment’. Is the Brexit fantasy falling apart after less than a decade? Dissent is growing rapidly - and closer EU alignment has its financial benefits
Swiss voters reject green overhaul of economy
The top 4 richest men in the world, Elon, Zuck, Jeff & Larry are now worth over one trillion and one hundred billion dollars for the first time ever. This "Gang of Four" men were worth $74 billion 12 short years ago. All are of course in Tech and 3 out of 4 in the Magnificent 7 group, but there is a very strong argument to include Oracle and make it Enormous Eight
Mag7 vs SPX493 and RoW!....It is happening.. Dan Niles on X: "I had concerns over the Mag7 to start the year. The six that have reported have had rev estimates revised lower for the March quarter. The three hyperscalers, $AMZN $GOOGL $AMZN, all had cloud revs miss (albeit slightly) for Amazon. Eventually return on investment (ROI) and cash" / X
If growth growth growth IS the agenda, then what is UK waiting for..
The Kobeissi Letter on X: "WOW. This would be historic: Both Elon Musk and Coinbase's CEO have now proposed putting ALL US spending on blockchain. This means $6.9 TRILLION of US spending PER YEAR would be placed on a decentralized ledger. What does this mean? Let us explain. (a thread) https://t.co/hPn5CWxVbH" / X
Cycle Investment Strategy on X: "The dollar is behaving exactly as it did in Trump's first term, and hardly anyone is talking about this similarity to 2017! #trump #dollar $DXY. https://t.co/lt6wh9x7BL" / X
Ooerhum really ? Ireland's first visually impaired politician resigns after drunk arrest | World News | Sky News
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