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XAGUSD up / FED split for Dec meeting / Venezuela risk / Lavrov-Rubio meeting again / Softbank sells NVDA stake

  • Writer: Stéphan
    Stéphan
  • Nov 12
  • 3 min read
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  • SoftBank announced that it has sold its entire stake in Nvidia, for $5.8bn

  • Markets : The U.S. data drought is nearly over (market didn't miss them, Equity on all time highs, no price discovery anymore, pure euphoria..), Softbank cashed in on NVDA, Oracle downgraded, META fionancing questioned, Altman's had touhg time to explain -1.4trn commitment, Corewave drops 20pct, none of it seems to matter right now, ALL ABOUT flush of liquidities...,FED i sincreasingly torn over Dec rate cut (WSJ), U.S. shutdown nears end as Senate passes deal, House readies vote, China claims U.S confiscated $13bn in 'stolen' BTC' >>> newh highs is all the rage (momentum, euphoria, liquidities!), USDJPY/CROSSJPY's in FX higher with it, precious metals roaring, XAGUSD suddenly markets realized its usefulness !! .....BTC struggles relative to precious metals still

  • Geopolitics : Japan lawmakers eye firm response to Chinese envoy's threat to behead PM, Lavrov 'ready' to try to meet Rubio after recetn rift, Israel has destroyed more than 1,500 buildings in Gaza since ceasefire, U.S's largest warship arrives neaar Venezuela

  • #XAGUSD Nuclear plants are Silver DEVOURERS / Thread

  • JPMorgan says the next five years could require $5T to $7T in total investment. About $1.5T may come from investment-grade bonds, plus $150B from leveraged finance and up to $40B a year in data-center securitizations. Even then, there’s still roughly a $1.4T funding gap likely filled by private credit and governments

  • UK : While 60% of Britons say they support net zero, the majority say the cost of living is a greater priority than reducing carbon emissions >>> Starmer will fight attemps to reaplce him, allies say..they should focus on governing and having a mission and a big transformative budget..! anyhow, there are NO real successor ..

  • Ministers agree to postpone EU ETS2 to 2028

  • Natural Gas getting for highest closing price since 2022











Indeed, make zero sense!






The Council meeting outcome had little impact on ETS1 prices today. This suggests the result was largely in line with expectations. It could even reflect relief that the member states were able to decide on a 2040 target at all



UK government better listen to folks, before their bud budget at the end of the month














 
 
 

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