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- Framework for Greenland deal done / JPN election 8. Feb / Big EU PF sold UST's / AUDUSD, CHINA A shares up
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
- Carney's Davos address draws global attention / 'Risk' of boycott in U.S asset, products / BIG 2days at WEF now
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..
- Boom:JGB's 30y 3.85% ! #duration risk / 10's UST 4.27%! / Trump's bonkers ceremony, Greenland, lively WEF !!
Markets: what is surprising is that plenty of folks in markets keep being surprised by Trump and we are far away from reaching peak medterms madness...!!. .. so what's Greenland all about ?..hiding Epstein files, maybe, imperialist agenda possibly..help Russia break up NATO, well.. or simple utter craze..!.., Nvidia market share in China is expected to collapse, from 66% to 8% this year #NVDA peak, #JPY Japan PM Takaichi: My administration will put an end to excessively tight fiscal policy... BAD idea !!--- (panic, yields up, currency down, #debtcrisis) , Trump demands bonkers 'ceremony' in front of Davos crowd ( Franco-German tensions threaten EU’s drive for common front against Trump..UNITE or else.!.) , New loans to Chinese households plunged to just 441.7 billion yuan in 2025, the lowest since 2005 (Thread) >>> beware of a sudden 'sell America' scenario (Mr Market is Very long 'America' Ai, Mag7 and USD still...and in particular U.S TREASURIES... europe has $8trn of them... see those UST yields.. ?... Japan panicking and clearly not helping #duration nightmare.. Geopolitics : China says it will show the strongest evidence world that COVID-19 was originated from the United States, The EU is considering creating a new alliance with Ukraine, but without the USA: Europe plans to recognize the United States as an unreliable partner - Politico Trade : Venezuelan oil is now being sold to China at a discount, BlackRock CEO Larry Fink is warning that markets are focused on the wrong thing. Everyone's watching the Fed. Almost nobody's talking about the $38.4 trn national debt Jerome Powell plans to attend the Supreme Court hearing on Wednesday over the attempted dismissal of Fed Governor Lisa Cook by Trump US housing market sellers outnumber buyers by 529,770, the largest gap ever recorded! WEF PRESIDENT COMPARES GLOBAL GOVERNANCE TO A JAZZ BAND, SAYS DAVOS IS ABOUT "ORCHESTRATING CONDITIONS"...power ! not about neutrality.. BlackRock CEO Larry Fink warned that global capitalism is losing public trust because prosperity has left too many people behind...quelle surprise..you are part of it..! Trump Demands Bonkers ‘Ceremony’ in Front of Global Elite | Emmanuel Macron doesn’t plan to join Donald Trump’s proposed Board of Peace Macron to urge EU to use trade ‘bazooka’ in response to Trump’s tariffs – POLITICO What Trump told Norway’s PM after Nobel peace prize snub in letter- The Week This is not a joke.... Dollar at week low as geopolitics revive 'Sell America' trade - The HinduBusinessLine Davos warning from BlackRock chief Larry Fink: Capitalism must evolve Franco-German tensions threaten EU’s drive for common front against Trump – POLITICO Nvidia China market share to drastically decrease from 66% to 8%, analysts claim — export curbs and homegrown success to blame BAD idea !.. desperate idea... Japan’s Takaichi calls Feb. 8 election with vow to cut sales tax | International | decaturdaily.com (1) Debt Crisis in Japan - Robin J Brooks We're in a rolling global debt crisis. Last year it was the UK and France that were under pressure. Now it's going to be Japan, which thinks it's a smart idea to cut taxes with public debt at 240% of GDP. The BoJ will cap yields, forcing the Yen to fall... Trump’s top economic aide loses frontrunner status in Fed race Nick Timiraos on X: "By analyzing $4 trillion of shipments between January 2024 and November 2025, researchers found that foreign exporters absorbed only about 4% of the burden of last year’s U.S. tariff increases by lowering their prices, while American consumers and importers absorbed 96%. The" / X Mario Nawfal on X: "🚨🇨🇭WEF PRESIDENT COMPARES GLOBAL GOVERNANCE TO A JAZZ BAND, SAYS DAVOS IS ABOUT "ORCHESTRATING CONDITIONS" "We're not responding to current events. We're orchestrating the right conditions to move forward." At least he's honest about it. The elites at Davos are currently https://t.co/QmVdsvIJoB " / X Global Markets Investor on X: "🔴China's household lending is COLLAPSING: New loans to Chinese households plunged to just 441.7 billion yuan in 2025, the lowest since 2005. This represents just 16% of the amount issued in 2024, marking a -84% DROP. By comparison, new household loans peaked at over 7.9 https://t.co/dOLZ9UBFdy " / X Trump wants AI companies to pay $15 billion for electricity
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Pure Value Metrics AG is a Global Equity Asset Manager based in Pfäffikon Switzerland specializing in Trusts Welcome to Pure Value Metrics Bespoke Asset Management / Trusts / Tax Optimization / Swiss Residency Relative Value & Balance Sheet Specialists Even "JAMES BOND" won't be able to save Credit Suisse Click here to watch the CNBC video Pure Value Metrics works with a broad selection of Global clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Multi-Family Offices Services, including Trusts with the Geopolitical Security of the assets in Switzerland , Asset Management and Trading solutions. PVM BITs Our daily round-up of Global Macro Market Trends and insightful news topics Subscribe Framework for Greenland deal done / JPN election 8. Feb / Big EU PF sold UST's / AUDUSD, CHINA A shares up Carney's Davos address draws global attention / 'Risk' of boycott in U.S asset, products / BIG 2days at WEF now Boom:JGB's 30y 3.85% ! #duration risk / 10's UST 4.27%! / Trump's bonkers ceremony, Greenland, lively WEF !! ASSET MANAGEMENT Using our unique relative value based Investment Matrix we build investment portfolio's with superior metrics relative to main stream equity indices Discover PRIVATE BANKING ACCOUNTS Support whilst trading on a choice of industry leading platforms Discover Featured Content CNBC Interview - August 2022 PVM & Bloomberg on Global Macroeconomics
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