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U.S senate ends Trumps global tariff policy / Crude up a bit, USD slightly firmer / UBS files for U.S banking license

  • Writer: Stéphan
    Stéphan
  • Nov 3
  • 2 min read
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  • Senate ends Trump’s Global Tariff policy in rare bipartisan vote

  • Markets : crude up a bit as OPEC+ pauses output hike, USD a little firmer overall (beginning to break a few resistances... vs euro, gbp, jpy etc), Equity indicices holding up, although as usual a few area of weakness underneath, credit issues popping out,

  • Geopolitics : is Trump preparing to go to war with Venezuela ?, no tomahawks for UKR for now

  • Swiss bank UBS files application for US banking licence, let them..?

  • Why Warren Buffett now holds more cash than the Fed

  • China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies in the semiconductor supply chain

  • #AMZN Amazon's ~15bln y/y rise in AWS income looks pretty compelling until you realize that their current capex run rate is 140bln annualized. This has got to go parabolic for that rate of investment to make any sense/Thread


















 
 
 

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