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U.S Govt shutdown over, Swiss deal, EU trade deal next / Silver! & precious metals up / Risk loves softer USD too

  • Writer: Stéphan
    Stéphan
  • Nov 13
  • 3 min read
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  • EU Prepares New Plan to Implement Trade Agreement With US, other deals coming, see Bessent below..

  • Markets : Markets like the idea of lower rates and a narrow economy. Shedding labor so corporates can boost margins via automation means shareholders over workers, Wall Street over Main Street, It’s not exactly a Goldilocks setup for the lower end of the K, but it’s close to perfection from the SPX’s point of view (so long as job cuts don’t turn into a growth scare/GS ...says it all really.. >>> Silver right back to the highs, rest of precious metals joining in, commodities, rare earth etc shoudl follow/continue too, FXland USD and JPY softer, risk-on scenario / plenty of liquidities

  • Boston Fed President Collins advocates holding rates steady, Bostic to retire in February adding that inflation remains the bigger risk to the economy and that he favors keeping rates steady. Susan Collins also said she supports holding rates to cool inflation

  • Japan prime minister 'strongly hopes' BOJ achieves wage-driven inflation

  • Plan for a united Ireland to avoid Brexit-style mess, says author from unionist background

  • Morgan Stanley sees up to 20% shortage of US power for data centers through 2028

  • Anthropic will invest $50 billion to build data centers for AI in locations including Texas and New York. Meta confirmed that it will build a $1 billion data center in Wisconsin

  • New Epstein emails referring to Trump, WH accuses Democrats of cherry-picking messages, Republicans release a cache of more than 20,000 pages, this story is not going away




















 
 
 

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