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  • Trump #DOGE / #HSI ⏫ / #USAID : China opportunity / Powell : no hurry, U.S CPI & PPI tom / GAZA deadline Sat.

    Fed Chair Powell says central bank doesn't 'need to be in a hurry' to lower interest rates further and same from Fed's Hammack >> he also added ''would use QE only when rates are at or near ZERO''.... so no more QE, as rates are not heading back to zero..The neutral rate was "clearly very low before the pandemic" and it is likely that after all of this, "the neutral rate will have risen meaningfully." "I think it has moved up. And many of my colleagues on the FOMC" also do, AND ''Treasury supply maybe a reason Term premium increased'' ...stating the obvious, but there you go >>> markets ignoring 'targeted tariffs' , as they don't matter much big picture and in any case Trump knows the US consumers can't afford them..., #HSI been on fire (remember all those on CNBC who said #China was 'uninvestable' last year... we love it back then..)... #BABA on fire still, #DAX 22K, GOLD reached out this week, pause welcome, other metals worth considering next #XAG #XPT #PALL .. ). USDollar positioning is very long (big picture), price action after CPI key for further downside risk for the USD. UST 10's back to 4.55 worth keeping an eye on for risk ! Elizabeth Warren says, ‘We’ve got our toes right on the edge of a constitutional crisis’ US tariffs on China could be paused if “serious headway” is made on fentanyl - report Trump and his lawyers embrace the logic of dictatorship >>> "The administration's arguments boil down to this: if Trump wants to do it, he gets to. Their stance is that laws are irrelevant in the face of Trump’s wishes and the courts can’t stop him." and Google has renamed the Gulf of Mexico as Gulf of America in its Maps application for US users, meanwhile, Egypt has reportedly “closed the door” to any further discussions with the United States regarding the displacement of Palestinians from the Gaza Strip, Trump has sent Bessent to Ukraine to negotiate ''this war must and will end soon'' ECB's Vujčić : Market expectations for -3- rate cuts are "not unreasonable, " sees a shift towards a more accommodative monetary policy. 2. Growing confidence that inflation pressures are easing After Von Der Leyen, now Michael Schumann - chairman of the German Federal Association for Foreign Trade - says that Europe should "enhance economic cooperation with China" to counter U.S. tariffs Niall Ferguson - The idea that history magically stopped being about empires in 1945 is one of the central conceits of the "liberal international order." This @gideonrachman  column suggests that the empire is back. But did it ever go away? Danish Defence Intelligence says "Risk of large-scale war in Europe within five years Within about two years, Russia could pose "a credible threat" to one or more NATO countries if NATO does not arm itself in parallel." Swiss charge man With Insider Trading on Bank Pal’s M&A Tips How USAID cuts hand Big Win to China GOLD : China Frees Possible $27 Billion From Insurers to Buy Gold >>> The West has done its absolute best to debunk XAU over the past decades!... gold price is the proof of the failure of fiat currencies...Financial media couldn't possibly talk about it, as this would go against just about anything they sell ! and talk about ! and against their narrative ............. off skiing to The Dolomites for few days, back on Monday, have fun Jay Powell defends Federal Reserve’s authority over US monetary policy Trump and his lawyers embrace the logic of dictatorship Bing Videos Elon Musk takes questions from inside the White House - 25mins video Some pretty crazy stuff, if all true ! Chinese tech giant Baidu to release next-generation AI model this year #BAB on fire - this one will follow too #HSI etc Interview: Europe should strengthen economic ties with China as U.S. tariffs raise trade tensions, says German business leader-Xinhua Bessent: We're In The Middle Of A Bretton Woods Realignment, "I'd Like To Be Part Of It" | Video | RealClearPolitics re read and listen to what he said back in Nov How USAID Cuts Hand Big Win to China - Newsweek >>> T he Trump administration's recent efforts to dismantle USAID, the world's largest government foreign assistance provider, has created a void that China will be happy to fill, analysts say Trump says Palestinians couldn't return to Gaza under his redevelopment plan | US News | Sky News US tariffs on China could be paused if “serious headway” is made on fentanyl - report | Forexlive Bloomberg on X: "Google has renamed the Gulf of Mexico as Gulf of America in its Maps application for US users. @jimwyss explains https://t.co/QaATeKipSP https://t.co/wYrWK8OA0U " / X Tesla drops 7% on self-driving competition, Musk OpenAI distractions Ford CEO says Trump's tariffs are causing 'chaos' in auto industry Swiss Charge Man With Insider Trading on Bank Pal’s M&A Tips - SWI swissinfo.ch Niall Ferguson on X: "The idea that history magically stopped being about empires in 1945 is one of the central conceits of the "liberal international order." This @gideonrachman column suggests that the empire is back. But did it ever go away?" / X Does Warren Buffett Know Something That Wall Street Doesn't? The Billionaire Investor Is Piling Into a High-Yield Stock That Certain Analysts Recommend Selling. Gold Reserves and Dedollarization: The Complete Investor's Guide China Frees Possible $27 Billion From Insurers to Buy Gold The Kobeissi Letter on X: "Physical gold BUYING has gone apocalyptic: Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months. That's a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels. What is happening? Let us explain. (a thread) https://t.co/Fz4umjwsmB " / X Man with £600m Bitcoin fortune ‘buried in landfill’ wants to buy tip his riches are lost in | The Independent Goldman Sachs Abandons IPO Diversity Pledge With US DEI Goals Under Fire

  • EU NatGas 2y highs / GOLD 'reval' impact / AI summit Paris / Powell testimony next and U.S CPI tom

    European natural gas benchmark TTF surges above €58 per MWh — put it in oil terms, it has reached ***the $100 per barrel of oil equivalent level*** Trump imposed 25% tariffs on steel and aluminum imports, as expected, everything that American companies manufacture or build that requires steel or aluminum, such as cars, aircraft, appliances, & houses will cost more.. >>> KEY TODAY : The January CPI could show whether we're past the brunt of the stiff turn-of-the-year price resets that rudely greeted forecasters, Fed officials and markets in recent years, Powell heads for ‘Hyper-Charged’ hearings overshadowed by Trump GOLD : many stories, but broadly speaking, revaluation of gold reserves, repo, TGA, akin of QE ! which would reflate and lift equities overall ! >>> XAG, XPT and PALL in play too eventually... EU plans radical budget overhaul handing more power to capitals  - Bloc’s 50 spending programmes to be lumped into 3 funds, according to leaked paper >>> +ve change Trump to halt law banning bribery of foreign officials, orders halt to enforcement of US anti-corruption law and said the Gaza ceasefire should be cancelled if all remaining Israeli hostages are not returned by noon Saturday, warning Hamas “all hell is going to break out”. Enthusiasm over Trump and AI appears to be waning? High-stakes AI summit in Paris: World leaders, tech titans and challenging diplomatic talks Don’t call them “critical minerals” and use their old name: “minor metals.”/Thread  Goldman Sees Trump Immigration Moves Shaving US Economic Growth – Bloomberg Traders in the US are paying much higher prices for copper, aluminium and steel than their European counterparts as they rush to buy the metals ahead of DJT’s tariffs Multiple U.S. states now moving to BAN COVID vaccines Fed chief Powell's first testimony to the US Congress after Trump's presidency - Investing Abroad News | The Financial Express Who's Paying for the US Tariffs? A Longer-Term Perspective | NBER CNBC Daily Open: Trump cuts continue in the U.S. government Eric Yeung 👍🚀🌕 on X: "Zoltan is a prophet. This is what he wrote in 2022: “Russia's decision to link gold to oil could bring gold back as a settlement medium and increase its intrinsic value sharply. Banks active in the paper gold market would face a liquidity shortfall, as all banks active in https://t.co/X4VtazFMS3 " / X Nicely explained : Home / X video : Peter Boockvar does a nice job explaining the ideas & history .... missing the point that it is inflationary IMHO !! High-stakes AI summit in Paris: World leaders, tech titans and challenging diplomatic talks | AP News Brett Adcock on X: "Significant progress in AI and Robotics this week. So, I summarized everything from Nvidia, OpenAI, ByteDance, Google, Figure, Mistral, Replit, Borg, Apple, Meta, and more. Here's everything you need to know and how to make sense out of it:" / X Republicans against Trump on X: "Trump on Gaza: We’ll build beautiful communities for the people of Gaza somewhere else. In the meantime, I’ll own it. Think of it as a real estate development for the future. Baier: Would the Palestinians have the right to return to Gaza? Trump: No, they wouldn’t. https://t.co/bWX0FnqWjH " / X Goldman Sees Trump Immigration Moves Shaving US Economic Growth - Bloomberg Gold bulls lock in on glittering milestone; $3,000/oz in sight | Reuters US copper price premium soars to record after Trump tariff moves | Reuters China launches pilot program for insurance fund investments in gold - Chinadaily.com.cn Deepseek’s AI model ‘the best work’ out of China: Google Deepmind CEO CNBC Daily Open: Investors appear less enthusiastic over Trump and AI Trump Administration’s USAID Takeover May Have Broken the Law — ProPublica Javier Blas on X: "COLUMN: Don’t call them “critical minerals” and use their old name: “minor metals.” Yes, they are important, but their U.S. dollar value is too small to matter. So don't believe the hype about the repercussions of China's export restrictions. @Opinion https://t.co/GpsfogK6LT " / X Airbus postpones development of new hydrogen-powered plane | The Independent Rod D. Martin on X: "🚨BREAKING: Multiple U.S. states now moving to BAN COVID vaccines. And the Federal government may follow suit. THIS IS HUGE... 🧵Thread (1/11) https://t.co/c1iqcklOMn " / X Trump signs order pausing enforcement of foreign bribery ban

  • Trump's tariffs, #tradewar risk building / #HSI up ag / Gulf of America! / Powell speaks tom, U.S CPI & PPI next up

    Week ahead : Today, Trump's "Reciprocal Tariff" Announcement likely, Powell speaks on Tuesday, then U.S CPI on Wed and U.S PPI Thursday, approx. 20% of SPX500 companies reporting this week >>> SPX is chopping around in range, tops around 6100-50 and 5850-00 lows, headline risk, tariffs, inflation, Gold reserve reval chatters, FED audit, Musk's actions etc.. Trump's government shakeup may test Supreme Court's role as firewall President Trump signed an executive order proclaiming February 9 as ‘ Gulf of America Day,’ as he flew over the Gulf of Mexico en route to Super Bowl LIX China’s annual inflation rate climbed to 0.5% in January 2025 from 0.1% in Dec Copper rose almost 3% on Friday , up by over 10% so far in 2025. In 2024, the price was only up 7% for the entire year >>> wont help bring inflation down this year..! "Within the next 12 months. We're Going To Monetize The Asset Side Of The US Balance Sheet.” - US Treasury Secretary #BTC - Tether CEO warns quantum computing could hack lost Bitcoin wallets, “Any Bitcoin in lost wallets, including Satoshi (if not alive), will be hacked and put back in circulation.” A physical Gold audit?.. Did Bessent tell Yellen and Powell that they will be doing an audit of the U.S. government Gold? President Trump permits Elon Musk to hire 45 new DOGE agents to manage and audit the FBI, CIA, and the Pentagon. Elon Musk just endorsed Ron Paul to lead an investigation into the Federal Reserve.... whaoo... Musk called to impeach judge whose order blocks DOGE from Treasury systems access. Ergodan rejected Trum's Gaza plan proposal as 'futile' Taiwan plans to buy more U.S. natural gas to cut trade surplus DeepSeek’s AI breakthrough could (quite likely will) get global investors interested in China again #HSI up again... New data shows UK could be £26bn better off with ‘closer EU alignment ’. Is the Brexit fantasy falling apart after less than a decade? Dissent is growing rapidly - and closer EU alignment has its financial benefits Swiss voters reject green overhaul of economy The top 4 richest men in the world, Elon, Zuck, Jeff & Larry are now worth over one trillion and one hundred billion dollars for the first time ever. This "Gang of Four" men were worth $74 billion 12 short years ago. All are of course in Tech and 3 out of 4 in the Magnificent 7 group, but there is a very strong argument to include Oracle and make it Enormous Eight Mag7 vs SPX493 and RoW!....It is happening.. Dan Niles on X: "I had concerns over the Mag7 to start the year. The six that have reported have had rev estimates revised lower for the March quarter. The three hyperscalers, $AMZN $GOOGL $AMZN, all had cloud revs miss (albeit slightly) for Amazon. Eventually return on investment (ROI) and cash" / X Trump says he will announce 25% steel and aluminum tariffs on Monday Trump's government shakeup may test Supreme Court's role as firewall | Reuters Trump says US may have less debt than thought because of fraud | Reuters Trump says he expects Musk to find billions in Pentagon waste | Reuters Erdogan rejects Trump's Gaza takeover proposal as 'futile' | Al Mayadeen English Scott Bessent: "We're Going To Monetize The Asset Side Of The US Balance Sheet" Musk calls to impeach judge whose order blocks DOGE from Treasury systems access New data shows UK could be £26bn better off with 'closer EU alignment' If growth growth growth IS the agenda, then what is UK waiting for.. The Kobeissi Letter on X: "WOW. This would be historic: Both Elon Musk and Coinbase's CEO have now proposed putting ALL US spending on blockchain. This means $6.9 TRILLION of US spending PER YEAR would be placed on a decentralized ledger. What does this mean? Let us explain. (a thread) https://t.co/hPn5CWxVbH " / X Cycle Investment Strategy on X: "The dollar is behaving exactly as it did in Trump's first term, and hardly anyone is talking about this similarity to 2017! #trump #dollar $DXY. https://t.co/lt6wh9x7BL " / X How Japan prime minister's homework on Trump paid off Activist Elliott Said to Build Stake in Struggling Oil Major BP (BP/ LN) - Bloomberg China’s oil demand could peak in 2025 | Dialogue Earth Nomi Prins Says Gold Price Is Set To Surge Another $2,000+ | King World News Alf on X: "Global bond markets are adjusting to Trump policies, the new Fed stance, and diverging economic fundamentals. Let's look into it in today's thread. 1/" / X Swiss voters reject green overhaul of economy - SWI swissinfo.ch Ooerhum really ? Ireland's first visually impaired politician resigns after drunk arrest | World News | Sky News

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