top of page
Search

Trump : U.S #CBDC, #USDollar ⬇️, #HSI, #GOLD, equity & crypto ⬆️/ BoJ delivers 25bps / FOMC, ECB next week

  • Writer: Stéphan
    Stéphan
  • Jan 24
  • 4 min read

  • Markets : Trump turbo charging asset prices, asking/pushing for cheaper energy, finance to boost unregulated AI, crypto, stocks (and bonds stable.. if NO tariffs), which is pushing USD lower (#positioning), AUDUSD chart here, many of them $ charts are similar if not the same!...giving back long USD positioning since Nov on the back of big tariffs threats... which are unlikely to happen, still our best case scenario..go with the #TechBros still, and flows (europe comeback, no tariffs, too many doom and gloom (Davos))>>> big outside call for 2025 remains #HSI #China UP, on low tariffs.... >> and higher global growth, better distribution, #SPX493

  • President Trump : signed an executive order banning the creation of a Central Bank Digital Currency (#CBDC), which never really had a green light in the U.S, could well support #BTC and other coins. He would seek to bring interest rates lower (it's allowed, but), Trump says he could reach trade deal with China (#HSI) calls talk with Xi 'friendly', he calls on OPEC to bring crude prices down (Russia related). He is the becoming the technoking of America, #TechBros in charge if there was any doubt after last few days, and bringing Constitutional amendment to allow Trump third term introduced in the House... quelle surprise !

  • Trump "I'll demand that interest rates drop immediately," he said, in a signal that he might pressure US Federal Reserve officials on the matter. "Likewise, they should be dropping all over the world. Interest rates should follow us all over." >>> it's allowed to ask for lower rates, it's whether the FED is politically influenced or not..

  • Forbes / Trump makes his Tech Policies clear from Day One >>> more like a confirmation of what's been said for 2months

  • Trump : DEI out, in comes MEI now

  • Japan’s key inflation gauge hit 3% for the first time in 16 months, then BoJ delivered the 25bps hike, to 0.50% .... bringing rates to highest since...2008 >>> BOJ governor Ueda: There is still a long way to go in reaching neutral rate

  • Ed Davey, "Many across Europe share my concern about how we deal with Trump.. The UK has a weak hand.. Insiders in the Trump administration are saying they have us over a barrel because we have a weak relationship with the EU... We need to strengthen our negotiating hand.. A UK-EU customs union helps us deal with the problem of growth, and it strengthens our negotiating hand with Trump" - quite right >> and deregs fast! get you own tech firing, or you stay in the dark ages, no good clearly...fairly clear!!

  • U.S. must stop judicial "extortion" of corporate Europe, French lawmakers say

  • Stargate, the high-profile AI project unveiled by Donald Trump, will exclusively serve OpenAI, people familiar with the matter told the FT >> Musk won't be happy

  • UK politics: ‘It’s not a customs union’: No 10 leaves door open to joining pan-Europe scheme – as it happened #GBP

  • At UN, Panama reminds Trump he should not be threatening force

  • U.S Home buying conditions have collapsed to levels NEVER seen in 65 years






MAGA: We must elect Donald Trump to protect free speech, which is essential to us as Americans >>> Donald Trump yesterday: I want to shut down MSNBC—they criticize me too much. It’s absurd that, in America, people are allowed to have free speech


























 
 
 

Comments

bottom of page