U.S NatGas prices UP / Rick Rieder odds-on for FED / SILVER ETF volumes NUTS! / Big Techs earnings / USDJPY
- rmd005
- Jan 27
- 3 min read
Markets : Now Rick Rieder is odd-on favourite for FED (big business supporter, cut rates, keep inflation high, never mind folks..keep the super rich happy..), U.S NastGas prices jump higher again now highest in 3years, Trump barks again with higher tariffs on Korea (''bully them'', and now seems Korea now going to sign trade deal, so no reaction in markets), Minnesota de-escalation.. >>> Silver ETF flows are NUTS, see below ! ! !..not just silver mind... anything goes..it's clearly going a little to fast too quickly, trading like a meme stock.. and mining stocks doing properly crazy stuff.. 10y, 100x, uranium too as flagged las few months... USDJPY looks to have found bids below 154 (no new news..markets covers shorts in USDJPY
Geopolitics : Xi has absolute control over China’s military. Now he wants more, GS fires precious metal chief,
Trade : India and European Union have closed a ‘landmark’ free trade deal, Prime Minister Modi says, Keir Starmer said in an interview that the UK won’t be forced to choose between the US and China, Stung by Trump, America’s Top Trading Partners Cozy Up to China. Some U.S. allies are weighing closer ties to Beijing as they seek alternative markets. (WSJ), Volkswagen CEO threatens to end plans for U.S. factory unless Trump reduces tariffs
Brussels opens a Digital Services Act investigation into X over Grok deepfakes, widening scrutiny while U.S. lawmakers sharpen enforcement tools
‘Humanity needs to wake up’ to dangers of AI, says Anthropic chief. Dario Amodei posts 20,000-word essay detailing potentially catastrophic risks from powerful technology in years to come. (FT)
New Year, new bad developments in Private Credit. Bloomberg News today: “BDC BlackRock TCP Capital plunged the most since 2020 following write downs that cut its net asset value by 19%.”
Eric Balchunas on X: "WHOA: The volume in the $SLV is $32b.. that 15x its avg and by far the most volume of any security on the planet. For context, $SPY is $24b, $NVDA and $TSLA $16b. Can't remember the last time something so relatively small took over like this. Game Stop maybe. https://t.co/s6lVajUq4J" / X
Darth Powell on X: "This Blackrock used car salesman is Rick Rieder is now the odds-on favorite to become the next Fed Chairman. He thinks destroying America is fine as long as you help the rich. https://t.co/RD7fY5aNtT" / X
Got caught short sir ?
US natural gas prices soar to highest level in 3 years after winter storm Jump expected to push up consumer bills as White House faces criticism that it has failed to deliver on affordability
Trump’s border enforcer in Minneapolis, Greg Bovino, is leaving the city following public outcry over the shooting of US citizens. The backlash has prompted Trump to indicate a change in tack, looks like he's been fired
This could be big news, if it is the beginning of many more to come...definitely 'a must follow' story in that sector, for overall risk sentiment
Global Markets Investor on X: "⚠️The Japan bond market, the world's 3rd-largest, is trading like an emerging market: The market dislocation index for Japanese government bonds spiked to 9.5 basis points, the highest ever and way higher than in the Great Financial Crisis. This index measures the divergence of https://t.co/5ns9I7JnKO" / X
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