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IF confirmed and they were to agree on 'USDJPY' lower, a 7-10pct is necessary to make any real difference.. so watch out over next few days for ''confirmation'' Markets : JPY focus, intervention alert (you could easily argue that currently, the U.S Treasury is happy to drive USD down..JPY, KRW way oversold - Bessent talked about it last week), both currency and JGB's have been acting like an EMG basket case, because of government spending, seems they are backtracking ( Critical minerals are facing massive deficits over the next decade. - Copper: ~33% deficit - Lithium: ~38% deficit - Nickel: ~15% deficit - Cobalt: ~14% deficit (Thread), Bernstein predicts that copper shortage will start in 2027 and progressively deepen by 2050!, Trump is kind of ending 60+ years of American power/domination >>> HUGE week with FOMC on Wed, BoC and Riksbank meetings, EU-India summit in Dehli and Big Techs and Oil majors reporting, Commodities higher ( Brazil too cheap), Gold, Silver, commodities higher (FIAT collapsing..) and BONDS now falling, is NOT a good set-up for banks in 2026 Democrats threaten government shutdown after Minneapolis killing Germany and Europe have squandered their tremendous potential — Merz  In a fiery speech, Italian Prime Minister Giorgia Meloni delivered a brutal wake-up call that has EU elites panicking. "We either take our destiny into our own hands with vision and courage — or we will simply endure our own decline," Meloni stated VW is abandoning plans to build an Audi plant in the USA. At least until President Donald Trump reduces the burden of tariffs For the first time ever, the U.S. is spending more on interest payments ($1.20T) than on national defense ($1.16T) China’s military says top general undermined Xi Jinping’s authority . Zhang Youxia under investigation after affecting ‘party’s absolute leadership over military’, PLA’s official media claims Ten European nations agree to Hamburg Declaration. A North Sea offshore wind grid with 100GW capacity will be jointly constructed. Signing Monday. Will power 143 million homes France Has Taken The Captain Of A Russian Tanker Into Custody JPN folks changing their mood rather swiftly.. Japan PM's approval rating slips amid doubts over food tax cut: Nikkei poll. As election looms, more than half think lower tax won't help against inflation Nordic Pension Funds Rethink U.S. Investments Amid Rising Risks | Headlines Trump threatens Canada with 100% tariffs over new trade deal with China Japan PM Takaichi’s popularity slips on tax-cut pledge Snowstorm knocks out power and grounds US flights Absolutely out of this world shocking Trucks full of bodies: Iran may have slaughtered 30,000 protesters in 48-hour intense crackdown The World Economy Is Hooked on Government Debt - WSJ '''Debt will tear us apart...'''' Democrats threaten government shutdown after Minneapolis killing - The Business Times China’s military says top general undermined Xi Jinping’s authority There was a coup attempt in China yesterday, but Xi received intelligence two hours before the incident and has since arrested nearly 3,000 people, including military personnel and their families! Terry Moran 🇺🇸 on X: "Donald Trump and the End of American Power" / X Bessent's comments show importance of FX stability in US-South Korea cooperation, Seoul says Wall Street has fallen out of love with software stocks AI casualties... Jamie Dimon drops big hint on JPMorgan's future hiring in the coming years at Davos, Wall Street stalwart says 'you can’t lay off 2 million...' Jamie Dimon, hardly a socialist firebrand, openly called out the dysfunction at the heart of the global system. Not in activist language. Not in moral rhetoric. But in blunt, managerial terms. Dimon argued that targeted public spending, if directed straight to people who need it, would drive growth rather than drain it. He dismissed the obsession with deficit panic and even accepted that modest tax rises might be justified, if the money actually reached ordinary people instead of disappearing into Washington’s black hole. Minneapolis shooting raises odds of US government shutdown | International German Chancellor Merz admits: Both Germany and Europe have wasted incredible potential for growth in recent years by dragging their feet on reforms and by unnecessarily and excessively curtailing entrepreneurial freedom and personal responsibility. We must substantially reduce bureaucracy in Europe. The single market was once created to form the most competitive economic area in the world. Instead, we have become the world champion of overregulation. That has to end Tend to agree with this... but it could also turn into a 'sell america' story ( as seems to be the case recently..) Daniel Lacalle on X: "The world is not experiencing "dedollarization". It is living a de-fiat currency process, which is very different. Central banks are not selling Treasuries and buying euro or Chinese debt. They are buying gold and reducing ALL holdings of developed economies' sovereign debt, https://t.co/NzxUfdUKjz " / X Coin Bureau on X: "🚨CHINA DUMPS U.S. BONDS, DOUBLES DOWN ON GOLD China is rapidly cutting its U.S. Treasury holdings while aggressively increasing gold reserves, marking a sharp shift away from dollar exposure in its reserve strategy. https://t.co/6I7cNf30zL " / X Lukas Ekwueme on X: "Critical minerals are facing massive deficits over the next decade. - Copper: ~33% deficit - Lithium: ~38% deficit - Nickel: ~15% deficit - Cobalt: ~14% deficit These deficits aren’t theoretical....They’re the result of underinvestment, long lead times, and rising demand. This https://t.co/deNr8Syzzv " / X UK among 10 countries to build 100GW wind power grid in North Sea | Wind power | The Guardian France Has Taken The Captain Of A Russian Tanker Into Custody - Belarusian News - Charter'97

One of the many silly comments yesterday ... President Trump claimed that there are no wind farms in China >>> There are between 5-6000 wind farms in China (off and onshore), and they create some 40 % of the world’s wind electricity generation Markets : Surprised ?! not really, lots of barking from the Donald.....once UST's weaken and Trump feels many turning against him (incl some GOP members..) and EU, Canada, Danemark, India stood up to him.., he TACO's again, classic, looking back 130 years, this is the most overvalued stock market by any metric (chart available), #AUDUSD higher (breaking UP) as Oz employment falls to 4.1%, #GBP UK would be ‘crazy’ not to consider new EU customs union, says minister, #CHINA A shares breaking up!, Sweden's largest pension fund has sold $8,000,000,000+ worth of T-bills (that's a bit bigger !!!...) >>> risk does ok again, lower vols, until the next 'bark' from Trump, USD should soften gradually again, bonds prob recover a little, but the 'sell america' damage is done long-term... Geopolitics : Putin Offers Frozen Russian Assets in US to Peace Board, Ukraine Trade : EU-Mercosur Trade Deal delayed, EU lawmakers send Mercosur deal to top court, Western intelligence agencies report the first visible cracks in the Islamic Republic’s security forces. In recent days, several hundred officers have reportedly defected from the IRGC and the Basij 'AI models became suicide coaches,' Salesforce CEO Marc Benioff says, make it stop! Tesla dumping vehicles in France at loss making prices, firing 14% of German factory workers and heading to the worst January sales result in last years. Europe is not a market anymore for Tesla. People ignored the brand damage CEO caused until now, TSLA having an absolute shocker in europe ‘Let the People Decide’: Japan’s First Woman PM Sanae Takaichi Announces Parliament Dissolution Ahead Of Feb 8 Snap Polls NATO Chief says no discussion with Trump on Greenland sovereignty: ‘That issue did not come up’ Initial details on the Trump-Greenland deal have emerged: 1. Involves "small pockets of land" for the US 2. US involved in Greenland's mineral rights 3. Duration of the deal has an "indefinite" timeframe 4. Designed to block Russian influence in Greenland 5. US "Golden Dome" system will be involved 6. Opens door to US-backed infrastructure investment Trump is looking to secure land, minerals, and defense in one deal. Sweden's pension giant has liquidated the majority of its U.S. Treasury holdings. - Futubull Trump's push to fire the Fed's Lisa Cook gets cold Supreme Court hearing Iran offers first government-issued death toll from protest crackdown, one far lower than activists January 21, 2026 - Trump in Davos | CNN Politics So why the circus.. :-), just some big ego trip threatening everyone. .., so you can sound like THE big dude, and eventually TACO again.. nice Trump says he may be down to one candidate to head the Fed By Reuters EU lawmakers send Mercosur deal to top court | News.az UK would be ‘crazy’ not to consider new EU customs union, says minister Bank of America’s Brian Moynihan left off invite list for Trump reception at Davos Bank of America’s Brian Moynihan left off invite list for Trump reception at Davos. The snub is the second time the CEO has been excluded from an event with the president and hints at a deeper rift Howard Lutnick’s Davos speech ends in chaos after heckling and ‘walkouts’ | The Independent Howard Lutnick heckled at Davos dinner as Christine Lagarde walks out. Event hosted by Larry Fink descended into uproar after combative remarks by US commerce secretary Salesforce CEO Marc Benioff says AI chatbots 'became suicide coaches' Unemployment rate falls to 4.1% | Australian Bureau of Statistics Tesla Slumps in Europe, Norway Soars « Euro Weekly News

It's ALL happening in Davos !... next 48hours could be huge, Carney's speech in Davos is one for history ........and Europe won’t yield to 'bullies' Macron warns as Trump pushes Greenland claim, VdL was also pretty firm, Newson was telling everyone that there is NO diplomacy with Trump.. etc etc , Danish MEP was a little too direct but hey..>> are the all going to call Trump's bluff ?... Trump is destroying world order and giving enemies excuses to annex foreign land, if Greenland is important to the US, other will say that Crimea is equally important to Russia etc etc etc, will will give too many ideas to others... Markets : Will Europe call Donal's bluff.. FWIW.. this time I wouldn't underestimate Europe.., "EU-Inc" announced at Davos to simplify business across the European Union ( DO IT.. this would be huge, but do IT ! ).., FIRST EU pension fund 'dumping' UST's (small PF, but HUGE if others follow through their credit risk view) >>> been clear for while...the Global monetary order is breaking (why GOLD and precious metals, now commods are going through the roof!) , beware if some sort of 'boycott U.S products call makes traction'', including Treasuries, USD, MAG7 etc .. Geopolitics : Iran has conducted its first ICBM test, Cleaning up "AI workslop" is costing businesses hundreds of hours a week Danish pension fund AkademikerPension announces they will sell all US Treasuries by month-end, citing "rising credit risk" under President Trump. The fund's CIO says US finances are no longer "sustainable," due to weak fiscal discipline, a softer Dollar, and Trump’s push for Greenland >>> HUGE, IF(/when other pension funds take a similar credit view... Carney Davos speech: Reaction from BBC, NYT, Rolling Stone S.V. Dáte on X: "I sat through two hours of lunacy this afternoon. And watched 15 minutes of this guy just now. The difference is night and day. If you want to understand the long-term damage Donald Trump is doing to our country, it’s worth your time. https://t.co/1yykN7RMMg " / X At WEF, Carney says Canada doesn’t need the U.S. We’ll be our own customer and pivot to CHINA The NEW WORLD ORDER with CHINA (1.4B people) 76% of all Canada trade goes to  this is a bold statement given we can’t move that much trade overnight or ever Europe won’t yield to 'bullies' Macron warns as Trump pushes Greenland claim - RFI Macron at Davos ! Says he doesn’t intend to talk to Trump after snubbing his play club, calls for european STRENGHT in the face of foreign aggression. We need a STRONG EUROPE ! 𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰 on X: "I cannot tell you just how significant this speech is by Ursula von der Leyen, President of the European Commission. Europe is in my view about to call Trump’s bluff and I really don’t think Americans understand just how catastrophically damaging this could be in terms of long https://t.co/m8wRgvcthB " / X EU puts brakes on $750B energy-and-trade pact amid Greenland tariff row EU Made Simple on X: "📣 "EU-Inc" announced at Davos to simplify business across the European Union EU-Inc, otherwise known as the 28th regime is a simplified business legal structure that would allow businesses to register once for the EU under 1 set of basic rules instead of 27, to allow businesses" / X Gavin Newsom freaks out after arriving at Davos and hearing what world leaders are saying about Trump Trump seeks ‘decisive’ options against Iran amid US military buildup - TRT World Cleaning up "AI workslop" is costing businesses hundreds of hours a week | TechRadar Gandalv on X: "Why Should Europe Keep Financing America’s Debt?" / X Jack Prandelli on X: "Everyone Knows Shell, bp, and ExxonMobil But the Real Power Sits Somewhere Else Shell, bp, ExxonMobil are builders. 💰They spend billions drilling holes in the ground. But the traders play a different game. The hidden giants: Vitol, Trafigura, Glencore. The difference is https://t.co/iPNJW6LSKx " / X BlackRock’s billionaire CEO warns AI could be capitalism’s next big failure after 30 years of unsustainable inequality after the Cold War Yes, he is worth $1.5billion, his company manages $15 trillion...Larry is absolutely correct, it's rigged and he was part of rigging it..

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