top of page

Geopolitical risks up / France 'crisis' #OAT / #CMBS ! / CB meetings & French budget deadline coming 18-21dec

  • Writer: Stéphan
    Stéphan
  • Dec 2, 2024
  • 3 min read

  • ''President Trump to impose 100% tariffs on the BRICS group if they fail to support the U.S. Dollar'' >>> the USD is near highs, it's not as if the USD is under threat... and in any any case he promotes BTC and other crypto ! see Thread below >>> France crisis coming, all parties want it !, might push ECB to cut 50bps next week on 12th Dec, FED playing politics still (Powell speaks Wed, ISM and NFP key this Friday), RBA on 10th dec, FED, BoE, BoJ (Tankan 12Dec), SNB and French budget deadline between 18th and 21stDec

  • The mother of all bubbles - The US has never been so overhyped, relative to the rest of the world/FT

  • The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SURGED to 10.7%, the highest in 11 YEARS. Office CMBS delinquencies have risen even faster than during the Great Financial Crisis - whaoo

  • Elon Musk tipped to give $100m to Nigel Farage in move to shake up British politics

  • Stellantis CEO Carlos Tavares resigns, Nissan faces a critical financial crisis, with “12 or 14 months to survive”, Nine Volkswagen plants to strike as labour battle escalates

  • U.S Inflation is low but living costs are high, the CPI is 22% higher than in January 2020

  • Lombard Odier, die neue Skandal-Bank auf dem Platz

  • The UK is paying £1 billion to turn off wind farms because the electricity grid can't cope, wasting a record amount of power

  • Senegal’s leader says France should close all army bases in country

  • France : inevitable break up of government coming, all parties want a crisis

  • Syrian rebels enter Aleppo for first time in eight years during shock offensive

  • Turkey will not support any peace plan for Ukraine that cedes occupied Ukrainian land to Russia

  • Tens of thousands rally in Georgia as PM rebuffs calls for new election









ALL a negotiation, always

- threaten and then impose tariffs exaggerated reasons etc

- trigger retaliations from other countries

- impose further tariffs and provoke possible trade wars

- drag out negotiations till he received concessions , secure trade deals on best terms for U.S., was just that in 2018-2020 with China and Canada/Mexico USCMA deal that replaced NAFTA









ree





 
 
 

Comments

bottom of page