U.S-Oz rare earths 'deal' / U.S fed deficit $1.8trn in '25 / JPN's new PM / Argy 'deal' difficult / Real assets up still
- Stéphan
- Oct 21
- 3 min read
“A group of banks including JPMorgan Chase, Bank of America and Goldman Sachs is struggling to put together a $20 billion loan to Argentina without leaving themselves on the hook to the virtually bankrupt South American country.”.. not so fast !
Markets : The bond market is now pricing in a 100% probability of a Fed rate cut at the last 2 FOMC meetings this year (Oct 29 & Dec 10), bringing the Fed Funds Rate down to 3.50-3.75%, leveraged ETF growth going parabolic, The Rare Earth reset and how Trump’s Australia deal rewires the Mineral Map and NO supply issues won't sorted by neyt year, contrary to what Trump sayid..(THREAD), JPN has a new PM #JPY weaker, ''The AIbubble is a rational bubble'' >>> AI, BTC, gold (price action yesterday pretty clear again..), credit, all up intandem, add debasment , all lifts real assets' values..
Trade : Trump expects Taiwan to be on the agenda when he meets with Xi Jinping next week. He predicted the US and China will have a “great trade deal.”
Trump said he's secured $20 TRILLION in investments in America. His fake number has increased by $2 trillion just since last Thursday!...The entire US GDP is $30 trillion...
Nvidia is out of chips in China. CEO Jensen Huang says the company has gone from 95% market share to zero as export rules and retaliation erase one of its biggest markets and redefine
Amazon said all cloud services have been restored after a 15-hour outage
The U.S Fiscal Year 2025 deficit was $1.8 trillion
Bank of America Warns of Forced Stocks Selling If Credit Problems Persist, best stop this credit issue fast then! (like last friday with a trade dealwith china..)
U.S : Home Sellers now outnumber Buyers by more than 500,000, the largest gap ever recorded
Nick Timiraos on X: "“A group of banks including JPMorgan Chase, Bank of America and Goldman Sachs is struggling to put together a $20 billion loan to Argentina without leaving themselves on the hook to the virtually bankrupt South American country.” https://t.co/yT0u3uE4kn “The U.S. facilities are" / X
The study found that, all told, nearly 700 drugs used in the US depend on ingredients that are solely produced in China
EndGame Macro on X: "The Rare Earth Reset And How Trump’s Australia Deal Rewires the Mineral Map The rare earth agreement President Trump just signed with Australian Prime Minister Anthony Albanese is about control over the industrial arteries of the 21st century. Rare earth elements power https://t.co/Yt04wO00Cx" / X
#debt It's probably fine... The Kobeissi Letter on X: "The US debt crisis is intensifying: Total US debt reached a record $98.8 trillion in Q2 2025, equal to 324% of GDP. Federal government debt rose to $35.6 trillion in Q2, but the most recent data shows it has reached $37.5 trillion, or 123% of GDP. Nonfinancial corporate debt https://t.co/ZVR48zKjJI" / X
Good olde Brexit .. Farrukh on X: "Left: Rachel Reeves reepatedly said that the Labour will not take us back into the EU, the Single Market or even a Customs Union and that Labour will make Brexit work Right: Labour can't make Brexit work because any version of Brexit causes long term damage to the UK economy https://t.co/UN4tZvZfEJ" / X
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