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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

  • DOGE full steam ahead, USAID update ! / AMZN weak guidance / GOLD, XAG lending rates ⏫ !..NFP next up

    AI : when software writes software, progress is mega fast and exponential and becomes almost free...CAPEX spending ?..still going! (AMZN and GOOG announced a total of 180bn for 2025...amazing..someone is wrong there..)>> now you get DeepSeek R1, Gemini Flash 2.0, Claude 3.5 Sonnet, o3-mini, GPT 4o, Sonar, Grok 2 - all in one single Perplexity Pro subscription for $20/mo, #AMZN strong earnings, weak guidance, similar story to few other hyperscalers.. and (was not really planned as far as I can tell..) Trump seeks to close tax loophole employed by private equity funds The Trump administration to keep just 294 USAID staff from the original 10,000, per WSJ Last few days/week, we've heard from Bessent, and a lot from Trump and Musk repeatedly saying that they want oil lower, UST yields lower and thus #USD lower IMHO... >>> which is triggering a big JPY carry trade unwind ''' Trump : we will drive price of oil down, everything will follow'' >>> surprise move in 2025 is 120-125 USDJPY landing area... DOGE : heading straight to the courts, will be bogged down in legal cases for a while, it's all going too fast, its mind boggling.. A Federal judge in D.C. has BLOCKED Elon Musk from accessing sensitive Treasury Department systems and records. Google Bard asked Bill Nye how AI can help avoid the end of the world. Here’s what ‘The Science Guy’ said U.S. imposes sanctions on international network shipping Iranian oil to China Ceasefire headlines on Ukraine, US Set to Unveil Trump Plan to End Three-Year War in just in time as European natural gas prices are near the highest level in two years Trump’s tax cuts are ‘stuck in the mud’ as Republicans split over spending BoE cut 25bps! But the big surprise has to be Catherine Mann (a prior hawk) voting for a 50bps cut, as they halved growth forecasts..!.OBR has 100bps priced in over next 12mos, so 3.5% just intime for UK budget in Oct A group of 17 Republican state attorneys general alleged that top U.S. asset managers, including BlackRock and State Street were making improper or inadequate disclosures about their investments in China Japan has “completely” ended deflation and it’s absolutely natural for the central bank to proceed with rate hikes to normalize policy,BOJ's Kuroda #USDJPY 2025 : the year of miners #GDX #SILJ, you can and should probably add #URA or #NLR ETF's into the equation too.. “Some hedge fund contemporaries of Scott Bessent, the hedgie-turned-US Treasury secretary, are speculating about a revaluation of America’s gold stocks….”-FT >> plenty of stuff on GOLD and SILVER squeeze, lending rates through the roof etc America the apex predator sharpens its teeth. Who’s eating who in the new geopolitical food chain, good read below Ray Dalio : How countries go broke / Thread-video FT- EU prepares to hit Big Tech over tariffs. Officials say the anti-coercion instrument is on the table - allows services retaliation, including investment curbs and restrictions on intellectual property rights Ford Motor Company has reported a $5.1 billion loss in its electric vehicle and software business for 2024 , with expectations of losing even more in 2025, green deal is dead.. USAID Live Updates: Nearly All Staff Face Layoffs, Trump Sued Market Quick Take - 7 February 2025 | Saxo Treasury Secretary Scott Bessent wants to bypass the Fed to lower interest rates | CNN Business The Kobeissi Letter on X: "WOW. Amazon just announced that they are planning to invest $104 BILLION in CapEx in 2025. 2 days ago, Alphabet guided $75 billion in CapEx for 2025. That's $179 BILLION in combined CapEx for just 2 of the Magnificent 7 companies. Either chips stocks are absurdly cheap or" / X DeepSeek can be a force multiplier for smaller AI chip firms Markets & Mayhem on X: "Wow! Researchers at Stanford and the University of Washington were able to train an AI "reasoning" model for less than $50 in cloud compute credits, according to a new research paper released last week. https://t.co/nRPIw5t9wb " / X Amazon (AMZN) Q4 earnings report 2024 Amazon hit by strengthening dollar, underscoring risks in tech to overseas reliance U.S. imposes sanctions on international network shipping Iranian oil to China America the apex predator sharpens its teeth good read Top US asset managers face scrutiny from Republican state AGs over China funds | Reuters Republicans divided on how to pay for Trump's tax cuts you bet! need bigly tariffs or else!? Michael Maloney on X: "Gold is sounding the alarm. https://t.co/4kjkHdkNqC " / X Eric Yeung 👍🚀🌕 on X: "They forced the Hunt brothers to cash settle back in 1980. Why is the COMEX not forcing the “Big Gold Buyer” who is standing for physical Gold delivery to cash settle now? Because the COMEX cannot do that. The “Big Gold Buyer” who is standing for physical Gold delivery at the https://t.co/Moy1oXescG " / X Ray Dalio on X: "Because I think that the United States and a number of other countries are at risk of going broke, the way countries with reserve countries go broke, I am passing along my free study so that you can review my recommendations of policy that should be done. You can read Part 3 https://t.co/RoJa6GE0YR " / X Elon Musk Now Runs: 1. Tesla ($1.2 trillion valuation) 2. SpaceX ($350 billion valuation) 3. Starlink (Owned by SpaceX, $137 billion valuation) 4. Grok/xAI ($50 billion valuation) 5. X ($40 billion valuation) 6. The Boring Company ($7 billion valuation) 7. DOGE (Now reducing US deficit by $1 billion/day) How is this even physically possible? DOGE officials hone in on Medicare, Medicaid offices Google Bard asked Bill Nye if AI can help avoid the end of the world Big Tech’s massive spend is masking a slowdown in capex growth Ölindustrie: Ein Jahr und vier Monate hat sich die Ukraine auf diese Angriffswelle vorbereitet - WELT Air Cargo Cost From China to US Set to Drop After Trump Cuts Tariff Exemption - Bloomberg With US funding freeze, China nonprofits are facing extinction. They need emergency assistance | The Strategist 2025 WILL BE HUGE: Gold, Silver & Miners Set To Explode Higher | King World News If in doubt...buy more gold.. Car manufacturers row back: gasoline in demand instead of electric - 20 Minuten Greece declares state of emergency on Santorini after earthquakes | World News | Sky News

  • #GOOG / DOGE in full swing / Softer JOLTS, ISM services / Bessent : the key is softer 10s UST yields / BoE up next

    Bessent says he and Trump want lower 10y rates, not FED cuts (expand supply of energy!) >>> he gets it, credit markets leads the Fed >> 10s UST 4.43% - lowest YTD >>> UST's embracing every soft(er) print on US data China says willing to resolve trade issues through dialogue and consultation Saudi and many others reject ''Trump's Mar-a-Lago 2.0 plan for Gaza'' The U.S ISM Services PMI for the US declined to 52.8 in January 2025 from a downwardly revised 54 in December 2024, and well below forecasts of 54.3. EIA report also dragged crude prices lower #GOOG committing to $75 billion in capex next year will be equal to roughly 70% of its operating cash flows... There's no reason to pay 25x earnings for a business funneling 70% of cash flow into a (potential) capex blackhole, but in any case , either way seems rather nuts, and finally Google says commercial quantum computing applications arriving within 5years, Google's 'most capable' AI model is now available to everyone, and Mark Andreessen : Not a single American big tech company can prevent Chinese espionage from taking its software and chip secrets. None have counterintelligence capability even remotely close/Threads USPS will now accept packages from China , reversing a move that threatened AMZN GOLD : Are Tariffs Causing a Gold Shortage? Gold is returning to trade based on pure physical supply and demand In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced. The US now holds $36.2 trillion worth of government debt, meaning 25.4% of the total is set to mature Nordstream 1 gas pipeline is permanently destroyed - Equinor excecutive Lithuania, Latvia and Estonia will disconnect from the Russian power grid on Saturday 8 February, severing Soviet-era energy ties with their neighbour to the east Tesla sold almost 60% fewer cars in Germany in January than in the year-earlier period After Denmark and Germany (Merz), now Finnish PM Orpo announcing a big shift toward financial integration . ''It's the end of frugal states'' >>> Looks to me like Trump is accelerating the process towards a fiscal Union ! which could be good news PLTR  made a Net Profit of $77 Million last quarter, $55 Million of that Net Profit was from Interest. ... and the market cap is $235bn... #BTC The lesson of El Salvador’s failed Bitcoin experiment... approximately 92% of Salvadorans did not use Bitcoin ECB - All incoming data point to inflation converging towards our 2% target in 2025 Interest rates live: Bank of England set to cut UK interest rates in boost for mortgage holders Treasury Secretary Bessent says Trump is “not calling for the Fed to lower interest rates” Elon Musk's DOGE has a fan in the defense industry Exclusive | Elon Musk’s DOGE Allies Search Medicare Agency Payment Systems For Fraud - WSJ Trump’s Federal Buyout Offer Expires Tomorrow—As Over 40,000 Staff Agree To Leave: Here’s What To Know Elon Musk's Enemy, USAID, Was Investigating Starlink's Contracts in Ukraine Doge staffers enter Noaa headquarters and incite reports of cuts and threats | Trump administration | The Guardian (5) Updates LIVE: Israel quits UN rights body; Palestinians reject Trump’s Gaza plan Fed's Goolsbee cautions over what tariffs may mean for inflation Do Inflation Expectations Become More Anchored During a Disinflation Episode? Evidence for Euro Area Firms China files at WTO over Trump’s 10% tariffs, calling for talks - CNBC TV18 USPS says it will accept packages Chinese packages, in a win for Amazon Why Trump's tariffs aren't steering Wall Street off a 'bullish' path for stocks Google's 'most capable' Gemini 2.0 AI models are now available to everyone Marc Andreessen 🇺🇸 on X: "Not a single American big tech company can prevent Chinese espionage from taking its software and chip secrets. None have counterintelligence capability even remotely close. https://t.co/kCuiy4eeGP " / X Equinor scales back renewables push 7 years after ditching ‘oil’ from its name PepsiCo CEO on Trump tariffs, road ahead for business The lesson of El Salvador’s failed Bitcoin experiment  After two years, only 8% of Salvadorans used Bitcoin even once. If Bitcoin can't function as a medium of exchange—the purpose for which it was created—what value does it have that can be stored? Trump China tariffs will affect Ford, GM vehicles and auto parts Maersk Q4 profit beats forecast, expects softer 2025 earnings Welcome news! On Tariffs and Gold Prices | Sprott Money Ltd. (1) Eric Yeung 👍🚀🌕 on X: "This looks to me like all #Gold and #Silver bullion coming from Hong Kong to the U.S. are now subjected a 10% tariff. So no U.S. sucking China originated #Gold and #Silver anymore. I guess this is why Reuters reported that the Indians are working overtime exporting #Gold to the https://t.co/oCt78kcIq6 " / X Gold Telegraph ⚡ on X: "A timely reminder from a former Federal Reserve Chair: "If gold is a relic of history, why do Central Banks + the IMF still hold over $1T of gold? If it's meaningless, why is everybody still holding it?" - Alan Greenspan https://t.co/bwjRWxCkfG " / X The U.S. Job Market Is On The  – Forward Guidance – Apple Podcasts The Kobeissi Letter on X: "This is insane: In 2025, $9.2 TRILLION of US debt will either mature or need to be refinanced. The US now holds $36.2 trillion worth of government debt, meaning 25.4% of the total is set to mature. This is the REAL reason rates are rising. Let us explain. (a thread) https://t.co/H1YU6hJA1W " / X The Long Investor on X: "$PLTR made a Net Profit of $77 Million last quarter $55 Million of that Net Profit was from Interest. $PLTR made $22 Million Net profit from Operations last quarter This is not a typo. They do not make money. This is a bubble. Their Market Cap is $236 Billion on $22 Million https://t.co/XA3qtl8Ha7 " / X Labour drove Wales into the ground – now Nigel Farage has his chance Baltic States to Cut Energy Ties With Russia This Weekend in Power Grid Switch - The Moscow Times Ukraine War | Latest News & Updates| BBC News Tesla sees German car sales plunge in January

  • Tariffs good for media, few results, real deal is DOGE action / Fed's Goolsbee / U.S - UKR all about rare earth

    Trump's tariffs just to occupy media, get all the DOGE stuff quickly, hoping that no one will see what's going on there...! China hits back at Trump's tariffs, relatively mild response (Google hardly used in China..), Mex & Canada a domestic political theatre (concessions were little things that were agreed 6months ago..), but a few nice reactions in Mexico, Danmark (Greenland military base), Macron (defense spending), tariffs with EU matters most though, could get ugly, so beware. Trump wants rare minerals and access to Ukrainian resources, for continued military aid. Worthy trade off.. For markets : generally speaking higher vols, will force a few to reduce risk overall, you don't want to own what everyone owns... (Big techs Mag7 etc), but be opportunist, let markets come to you, there will be plenty of opportunities ! FX overall, USD likely stays firm although feel this is the last USD bid scenario with tariffs talks, deregs are deflationary, and tariffs could also very well slow few things down economically speaking, as many firms 'hold' on to making big decisions for a while American military surveillance aircraft for the first time are operating freely over Mexican sovereignty territory hunting for Sinaloan cartel gang cells, clearly an agreement between Mexico and the US has been struck, Mexican authorities have captured and detained the leader of Cartel del Noreste, "El Ricky.” Not a coincidence, tariffs in play Denmark says open to expanding United States military role in Greenland OPEC+ has officially ditched United States government data from the sources used to monitor its production, not playing with Trump FED's Goolsbee Says Trump Policies Could Slow Fed’s Rate Cutting, few of them will be lined up to come out hawkish now FT- Trump is sowing the seeds of an anti-American alliance President Macron: "France will double its defense budget through two military programming laws , launching major projects. We need more European funding, both public and private, with a simplified financing approach. Europe must act together in seven key sectors." Trump orders creation of US sovereign wealth fund, says it could buy TikTok #MSTR halted BTC purchases, Why a new rule helped #TSLA get $600M in Bitcoin gains But may cost MicroStrategy Billions UK will ‘stay resolute’ in commitment to working with US and EU, says Starmer Donald Tusk, "We have to do everything to avoid this totally unnecessary and stupid tariffs war, or trade war" "But at the same time we cannot loose common sense, we cannot loose awareness of our interests" DeepSeek’s breakthrough emboldens open-source AI models like Meta’s Llam a Reminder : "I think we're in a long-term bull market in Gold. We're seeing reserve accumulation by CBs. I follow it closely. It's my biggest position. Even I was surprised when Poland said they want to take their Gold reserves to 20%." - Scott Bessent Nov 2024 DOGE’s access to federal data is ‘an absolute nightmare,’ legal experts warn - POLITICO 'This is a constitutional crisis': Democrats blast Musk and Trump over USAID Trump orders creation of US sovereign wealth fund, says it could buy TikTok | Reuters Ukraine-Russia war latest: Trump demands rare earth metals from Kyiv as British teen killed on first mission Farrukh on X: "Donald Tusk, "We have to do everything to avoid this totally unnecessary and stupid tariffs war, or trade war" "But at the same time we cannot loose common sense, we cannot loose awareness of our interests" "At the same time, we cannot lose our European self respect and self https://t.co/WwWtLBQS2B " / X Kind of agree with this take Joseph Wang on X: "Trump's 25% tariffs look less like a negotiating tool and more like the first step in realizing his long articulated economic vision. Tariffs encourage businesses to make in America, and could raise $1t over 10 years. The markets still misunderstand him. https://t.co/32L2vO1epl " / X Goolsbee Says Trump Policies Could Slow Fed’s Rate Cutting Trump tariffs could raise drug costs, worsen shortages El Salvador offers to house violent US criminals and deportees of any nationality in unprecedented deal with Trump administration | CNN Trump's tariffs are already bearing fruit DeepSeek breakthrough emboldens open-source AI models like Meta Llama UK will ‘stay resolute’ in commitment to working with US and EU, says Starmer EU matters the most ..! Farrukh on X: "UK exports £356 billion to the EU UK exports £182 billion to the US UK imports £466 billion from the EU UK imports £111 billion from the US The EU is a much bigger trading partner for the UK than the US Brexit, taking us outside the EU Single Market costs the UK over £100" / X Jeffries vows to use government shutdown fight to combat Trump orders Safra Sarasin Is Said to Explore Deal for Denmark’s Saxo Bank - SWI swissinfo.ch MicroStrategy halted Bitcoin purchases, says it will hodl $30B BTC Why A New Rule Helped Tesla Get $600M in Bitcoin Gains But May Cost MicroStrategy Billions Gold’s Journey Through 2024 - Jan 2025 | Investor | Kepler Trust Intelligence France in focus as Europe's electricity import needs swell: Maguire | Reuters Julius Baer CEO’s First Strategy Moves Marred by Benko Hangover Vitor Constâncio on X: "According to the ignoramus-in-chief a bilateral trade deficit with one country means “subsidizing” that country. https://t.co/7jNFUSv8oM " / X Trafigura fined $3m in landmark bribery ruling :: Lloyd's List It is the first time an entire company has been convicted by Switzerland’s federal court, which also convicted former chief operating officer Mike Wainwright Kevin Bambrough on X: "The Silver Squeeze: Market Manipulation and the Coming Storm" / X

  • #Crypto #ETH down - why ? / Gold steady / Tariffs meant to take effect tom, time for concessions, delay ?

    Markets 'opened' on the lows, on 'trade war' headlines, SPX500 lows around 5'920, CROSSJPY's softer by 1.5% and all bounced to current levels, China concessions (#HSI up), markets sees tariffs as inflationary, which will push rates higher, which in fact will push a higher probability of some sort of deflationary impact, as this translates into less CAPEX, uncertainty in hiring etc >>> time will tell, AND these tariffs take effect as of tomorrow, so who knows, maybe some sort of concession and delay are possible! #BABA Alibaba shares jump as its new AI model claims to surpass leading players, #HSI bounced hard, as Sources say China will propose reinstating the 2020 Phase 1 trade deal with the United States, including a pledge not to devalue the yuan #Crypto hammering , #ETFH was down some 35% (flash crash), other coins pretty terrible, BTC just about holding, less than 10pct down >>> reminder that crypto is correlated to risk now, a liquidity excess asset in many ways.....GOLD still near highs Musk says he is working to shut down “beyond repair” USAID, did Musk’s alleged effort to access the government’s payment systems have Trump’s blessing? Or was he going rogue? Either scenario is bad, but one’s a little worse Keir Starmer to discuss European defence with all 27 EU leaders. Possible security pact overshadowed by need to settle EU-UK dispute over fishing rights Mahmoud Abbas has called for an urgent UN Security Council session to halt what he described as Israel’s relentless assault on the Palestinian people in the occupied West Bank #XAU #XAG '''Everyone wants their Tier 1 Assets in the RIGHT jurisdiction. (Silver also part of this) Before the new world order of finance begins.''' Trump accuses South Africa of ‘confiscating’ land, cuts funding; Ramaphosa pushes back - The Africa Report.com Musk says he is working to shut down “beyond repair” USAID | Reuters Trump and Elon Musk Just Pulled Off Another Purge—and It’s a Scary One | The New Republic Josh Philip Phair on X: "China has been taking massive amounts of Gold from Switzerland & London for quite some time. The Scottsdale Mint Team, including analysts, believe what is taking place now is the USA is also now stepping up to counter the Chinese. REPATRIATION of Gold to USA in record form over" / X Crypto in Crisis! Trump's tariffs spark fears; what's next for investors? | News on Markets - Business Standard Alibaba shares jump as its new AI model claims to surpass leading players By Investing.com The Post-DeepSeek Outlook for Artificial Intelligence Continue to think risk is Peak U.S supremacy in this sector Sam Altman: OpenAI has been on the 'wrong side of history' concerning open source | TechCrunch Live: Israeli forces detonate 20 homes in Jenin | Middle East Eye Shashank Joshi on X: "How are UK-EU discussions on a security pact going, given we're in a transatlantic crisis & Ukraine is struggling? "The EU has drawn up guidelines for the reset that stress an early deal on fishing rights is necessary for moving forward in other areas." https://t.co/Y1FWng615Y " / X Julius Baer posts 2024 net profit of $1.12 billion, boosted by tax release Hammerschlag gegen Bär: Finma eröffnet Benko-Enforcement – Inside Paradeplatz

  • Trumps tariffs met with reprisals from Canada, Mexico, China & EU ready / GOLD, Silver../ Risk-off, VIX, USD up

    Trumps tariffs announcements to Canada, Mexico and China, as planned, as he said he would, what he didn't plan is that the RoW is standing up to him and REPRISALS are flying in..., Canada, Danmark-Greeland, Mexico, China etc...(all countries had months to prepare..looks like they were prepared).. how will Trump react to the REPRISALS ? with higher tariffs ? >>> now we get the largest tariffs since WW2 right into a $4T unfunded tax cut, all behind a 7/8% deficit to GDP...hummmm >>> 5.00% 10 Year soon? >>> GOLD natural safe heaven, loads talked about it and Silver (dont gorget XPT and PALL for different reasons), see below, and now will need another word to describe ''tariff-induced inflation now'', transitory no-more !! >>> markets are going to be quite wild !! strap in ! Equity markets, grey market (tradable mind) are trading around 1 to 1.5% lower (QQQ) JPM : Trade war puts us in 2018 environment (higher volatility, lower valuations). Those who point that Trump cares about stock market, should remember that even then he did not react until ~5% decline. Tolerance for declines could be higher now, and markets are at highs. One year ago (almost to the day), Scott Bessent wrote to his investors: “Tariffs are inflationary and would strengthen the dollar —hardly a good starting point for a US industrial renaissance.” “The tariff gun will always be loaded and on the table but rarely discharged.” De minimus entries from China shut down effective Tuesday >>> big news it seems EU Warns US It Will Retaliate If Trump Imposes Tariffs on Goods - Bloomberg. Mexico could tariff corn, will hurt the US more, as Mexico can get corn from Mercossur, China has already targeted AI !... next maybe soybeans as they've done in the past, Canada Oil prices will make things quite ugly too.. USDollar.. I could really really see the last leg up on these tariffs, and then...sell , stay tuned though as initially it could run quite a bit >>> buy the rumour and sell the fact, but when !?...the U.S isolated, debt issuance and so on would come back to haunt them Seismic shift in the relationship between the U.S and rest of the world, unless this is just a ''short-term negociation'' but even so, the damage will quite possibly have been done Trump effectively violated the Canada-US-Mexico Free Trade agreement that he himself signed >>> who's going to trust him now on doing any deal, he can throw in the bid when he feels like it? The timing of #DeepSeek coming out on Inauguration day is absolutely NO coincidence, China responding to Trump's threat and potentially made a total game changer in #AI world, U.S outright dominance that was not questioned 2weeks ago, IS now >>> CHINA made AI tech open and free, everyone now jumping in, will this move force the Mag7 to reduce their #CAPEX spending ?...probably >>> China is used o flood markets... (EV cars etc).... Trump tariffs hit Canada, Mexico and China in new trade war Trudeau hits back at the U.S. with big tariffs after Trump launches a trade war | CBC News Imposing Duties to Address the Flow of Illicit Drugs Across Our National Border – The White House Arnaud Bertrand on X: "It's becoming clearer and clearer that we're looking at a seismic shift in the US's relationship with the world, between: 1) The US dismantling its foreign interference apparatuses (like USAID 👇) 2) Marco Rubio stating that we're now in a multipolar world with "multi-great" / X '''''' This is the US effectively saying "our attempt at running the world is over, to each his own, we're now just another great power, not the 'indispensable nation'."'''' hard to disagree there ! SCOOP: China Continues Making Covert Gold Purchases in London How Trump's 2025 Tariffs on Canada & Mexico Impact Gold & Silver | Scottsdale Mint ZH: Reshoring US Gold "has nothing to do with Trump tariffs" | ZeroHedge Gold Hits New Record High, Dear Jerome Powell, Is Everything Under Control? – MishTalk And last one... Jason Wilde on X: "Luis Elizondo says UAP are interested in gold… but why? 👀 What if they’ve been mining it for thousands of years? The Sumerians wrote that 'gods' came from the sky to extract gold. Not for wealth....but for survival. 🛸⚡️ The Anunnaki myth says these beings arrived specifically https://t.co/Er98Gint2M " / X This is a bit insane IMHO >>> Musk and allies have reportedly seized key HR office - and skipped past officials to send mass resignation email | The Independent Jake Broe on X: "The richest man in the world is having his Tesla engineers steal every American’s social security number, birthday, home address, and bank account information. We’re in serious trouble… https://t.co/W7Z9qu7ZS9 " / X EU solidarity – the UK is out in the cold now 'Painful': How Canada could actually cut off oil to the United States | National Post Back in Nov : US dependence on Canada's oil should deter Trump tariffs, industry says | Reuters

  • GOLD swaps-shipments / BoJ and QT / ECB as exp / Trump tariffs threats, deadline 1st Feb / U.S PCE up next

    Markets awaiting PCE, yoy consensus looking for 2.6% + BoJ QT (#USDJPY), and Trump's deadline with tariffs is this weekend, maybe worth putting on a small #hedgingtrade in equity after a very decent rally into month-end. #TSLA's net income down by half and trades now at 180x earnings and sales/profit declining ..(make sense?) and GOLD swaps & shipments, talk of the week ECB cuts rates and leaves room for more easing as growth lags BOJ to Slice Almost $500 Billion Off Balance Sheet With QT Move London bullion market players are racing to borrow gold from CBs, which store bullion in London, following a surge in gold deliveries to the U.S. on speculation of potential import tariffs (Reuters) Trump claims Fed Chair Jerome Powell was too busy with DEI and climate change to tackle inflation, and threat of 25% tariffs on each of Canada and Mexico beginning February 1st - video below, and finally Trump threatened 100% tariffs against ALL BRICS countries if they try to replace the US Dollar. More than 30 countries have expressed interest in joining BRICS. Revolut: Major Confusion Over «Swiss IBAN» France’s shrinking economy betrays urgent need to overcome budget wrangles  The European natural gas summer-winter price spread continues to balloon as regional inventories deplete much faster than over the last two (unusual) warm winters The EU is open to extending its latest deadline for wresting euro clearing from London if the market isn’t ready, signaling a new pragmatism to one of finance’s most politically charged Brexit aftershocks Norway's governing coalition has collapsed over the issue of energy integration with Europe. Junior coalition partner, the Centre Party leader Marit Arnstadt said "we do not want to align ourselves more closely with the EU's energy policy" The FAA is facing a major crisis without a leader because Elon Musk pushed him out BOJ to Slice Almost $500 Billion Off Balance Sheet With QT Move ECB cuts rates and leaves room for more easing UK gold shortage as £66bn moved out of London | UK | News | Express.co.uk Lots of chatters this week about it Kathleen Tyson on X: "Margin calls on gold swaps triggered the 1990 bankruptcy of Drexel Burnham investment bank. Central banks that had swapped gold to Drexel lost it all. Gold swaps are the unreported, secret vulnerability of central banks." / X and Ronan Manly on X: "Swiss gold exports to the US (New York) surged in December to 64.5 tonnes, an 11 fold increase on the previous month, and the highest monthly total since March 2022. Swiss gold exports to the United Kingdom (London) also surged in December to 14.3 tonnes, from 1 tonne the https://t.co/6JjMZtS43T " / X The FAA will be forced to oversee the investigation of a fatal plane crash without a chief administrator. | The Verge Trump says Jerome Powell 'failed' to stop inflation because of DEI Stephen Taylor on X: "President Trump: 25% tariffs on each of Canada and Mexico beginning February 1st. https://t.co/ncfBmMI242 " / X and The Kobeissi Letter on X: "BREAKING: President Trump threatens 100% tariffs against ALL BRICS countries if they try to replace the US Dollar. More than 30 countries have expressed interest in joining BRICS. https://t.co/Bg5V4gyjbP " / X Exclusive: Japan weighs Alaska LNG pipeline pledge to win Trump's favour | Reuters Mike Johnson considering raising debt ceiling in bipartisan vote Apple shares rise after positive sales outlook signals iPhone recovery | Reuters Apple Q1 2025 earnings: Record earnings but an iPhone sales miss Chamath Palihapitiya on X: "Deep Dive: The Current State of AI This week, DeepSeek made headlines by climbing to #1 on the App Store, generating widespread media coverage and heated discussions on X. We saw this news shift capital markets overnight, disrupting hundreds of billions of dollars in the https://t.co/Ns4305wi2w " / X France's economy falters in Q4 2024 as political crisis continues Norway's governing coalition breaks over EU energy rules row - Euractiv Higher yields drive record demand for euro zone government debt sales | Reuters Javier Blas on X: "CHART OF THE DAY: The European natural gas summer-winter price spread continues to balloon as regional inventories deplete much faster than over the last two (unusual) warm winters. https://t.co/55vBAPfKLy " / X Always something behind these bigly tariffs calls from Trump ! watch ! The Real Reason Trump Wants Canada: Lies and Dark Ties to China - Exclusive Report - YouTube Revolut: Major Confusion Over «Swiss IBAN»

  • FED wait & see / Bessent & Trump, softer a #USD ? / next ECB & PCE ! / #BABA #Gold #GDX #XAG #XPT #PALL ⬆️

    FED on pause, wait & see, no hurry top cut, Trump tariffs loom and inflation fears linger, 2 cuts likely (not in line with Waller in early Jan..). Trump is a little p**ed with Trump too >> initial statement took seen as slightly 'hawkish', and Powell walked it back during presser. Shocking scenes in DC >>> next up ECB, delivers 25bps, (all priced in-presser as usual key, does Lagarde flasgs more? how fast etc) and very important next US data PCE ! (see below, softer will push USD and risk further...), metals up #XAU #XAG #XPT #PALL #BTC back too Alibaba, has released a new AI that it says is better than META, OpenAI, and DeepSeek , so we seem to read in quite a few places, let that sink in.. Lidl plans first ever in-store pub in NI after winning court battle, good idea ?.. German parliament backs resolution on migration with far-right votes UK faces gold shortage as traders send $82B to New York in anticipation of Trump tariffs Understand that it's not just US investors that are overloaded on US tech stocks. These are the top stock holdings of the Swiss National Bank , see below #GDX Gold mining stocks have never been that cheap relative to GOLD prices one can look at #SILJ etc too Federal Reserve holds interest rates steady amid inflation fears Fed leaves rates unchanged, sees no hurry to cut again | Reuters Trump accuses Fed, Powell of creating inflation on heels of rate decision Nick Timiraos on X: "With the Dec CPI, PPI and import prices in hand, forecasters who do the math expect core PCE prices to have risen 0.18% (this annualizes to 2.2%) This would hold the 12-month rate at 2.8% and lower the 6-month and 3-month annualized rates to 2.3% https://t.co/qGKXfBwdyd " / X Excellent wrap from LC ! well worth a read and considering.. >>> market positioning is pretty long USD, USDJPY again topped near 'trend' around 156-157JPY area etc..weaker USD would be bullish global growth, EMG etc >>> Trump also will want a lower #USD, as it lost competitiveness in manufacturing, but too softer usd will not help inflation as commod prices rise too... Louis Curran on X: "Trump / Bessent Have A Weak Dollar Polict Collaboration = Intervention BESSENT SPOKE W/ JAPAN FINANCE MINISTER KATSUNOBU KATO - DISCUSSED IMPORTANCE OF US-JAPAN COLLABORATION - Risk off = Yen strength - Weaker dollar desire by USTR under Bessent - clearly expressed in a https://t.co/KQqcCuIUBr " / X Are Gold Miners a Better Bet Than Gold Right Now? | Investing.com #XPT Graddhy - Commodities TA+Cycles on X: "Platinum is now seriously thinking about going for the mega breakout. Russia, China and Iran are now stacking silver & platinum... Russia is looking at banning export of palladium and platinum... Just like silver was, platinum is now sitting right below a historical, huge https://t.co/4v6Ia3NEqh " / X Peter Boockvar on X: "Understand that it's not just US investors that are overloaded on US tech stocks. These are the top stock holdings of the Swiss National Bank: https://t.co/E3JjZ8R0SL " / X Nvidia stock and the Nasdaq slide as the Fed holds interest rates steady Alibaba says its AI model is better than Chinese rival DeepSeek's SAXO's Ole ! Agriculture sector rally led by coffee, corn and cattle | Saxo Unrwa chief says Israel's banning of operations will undermine Gaza ceasefire | Middle East Eye Foreign investors are exiting India's stock market but opportunities remain Washington DC plane crash – latest: All 67 feared dead after American Airlines jet collides with army helicopter Rachel Reeves says third runway at Heathrow could be built and in use by 2035 | The Standard too late, now stop talking about it, get cracking ! Heathrow, 'Europe's Silicon Valley' and Old Trafford: Reeves' key plans to boost the UK's economy | ITV News Go go go if you listen to everyone, nothing gets done.. Business groups welcome Reeves’ growth plans but remain ‘concerned’ about Budget | The Independent Bernard Arnault loves Trump's tax cuts - Blick Newspaper headlines: Heathrow's third runway and London 'gold shortage' - BBC News UK faces gold shortage as traders send $82B to New York in anticipation of Trump tariffs Lidl cleared to push forward plans for first Northern Ireland pub - BBC News German parliament backs resolution on migration with far-right votes | Reuters

  • Project 2025 full steam ahead / The #AI ecosystem after Deepseek / UK on the move / FOMC up next tonight

    Kung Hei Fat Choy / Gong Xi Fa Cai 2025 Greetings Trump, so much going on it's hard to follow (and it's excatly what they want), BUT, it seems quite clear that Trump (and team) learned from many of his mistakes in his 1st term >>> #Project2025 outlined a lot of things that are going on now, power lies with administrative state, tweet don't do it, so clean house and implement their version of government, and it'll have its critics, but they will go full power forwards FOMC : most predictable 'unchanged' in recent times, ALL about presser, guidance related to the 'dual mandate', which clearly is not full of tension with Trump's agenda Wall Street still sees two rate cuts this year, but conviction is getting weaker, CNBC survey finds, On to you J Powell tonight Why Trump's tariff threats have the Fed more worried than in 2018: Last time, nobody was used to raising prices. Now, after high inflation of 2021-23 (which the Fed misjudged as transitory), businesses and workers have more muscle memory around asking for higher prices & pay >>> very good point Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’, DeepSeek R1 just got a 2X speed boost! The crazy part? The code for the boost was WRITTEN BY R1 itself! Self-improving AI is here now , and now #BABA Alibaba releases AI model it says surpasses DeepSeek, and 4 free NVIDIA courses to help you master AI like ChatGPT and more (it get commoditized and is now free, good for users ok, but. more participants, falling costs, higher demand, more participants, lowers ROI's ..) ‘It’s a pretty good time to be in Oxford’ as an investor. Oxford University is attracting growing interest from overseas investors , helping spin-off businesses and start-ups, says a venture capitalist based in the city The AI Bubble is reminiscent of the Dot Com Bubble excesses warns Bridgewater Founder Ray Dalio France has discussed with Denmark sending troops to Greenland in response to United States President Donald Trump's repeated threats to annex the Danish territory, French Foreign Minister Jean-Noël Barrot said and 85 percent of Greenlanders don’t want Trump takeover, new poll says Binance under investigation for money laundering, tax fraud, and drug trafficking in France >>> drugs!!? Italy's Meloni under investigation over release of Libyan suspect UK must rejoin EU customs union, says Lib Dem Davey, and Starmer vows to clear ‘regulatory weeds’ ahead of Reeves growth speech >>> STOP talking about it and get it done !! Microsoft co-founder Bill Gates said Tesla CEO Elon Musk is "super smart" but may be guilty of "overreaching" when it comes to politics Wall Street still sees two rate cuts this year, but conviction is getting weaker, CNBC survey finds Fed meets for first time since Trump's term started. What to expect Starmer vows to clear ‘regulatory weeds’ ahead of Reeves growth speech Very good start !!! Politics UK on X: "🚨 BREAKING: Chancellor Rachel Reeves will tomorrow announce that she has approved new reservoirs in the following areas: - Two in Somerset - Cambridgeshire - Hampshire - Kent - Lincolnshire - Oxfordshire - Suffolk - West Midlands This is part of the now approved water" / X Nick Timiraos on X: "Why Trump's tariff threats have the Fed more worried than in 2018: Last time, nobody was used to raising prices. Now, after high inflation of 2021-23 (which the Fed misjudged as transitory), businesses and workers have more muscle memory around asking for higher prices & pay." / X White House offers 2 million federal employees financial incentives to quit | Reuters US judge temporarily blocks Trump's freeze on federal funding - live updates - BBC News Trump Medicaid freeze locks 72 million Americans out of their health insurance Czech central bank governor to present plan to hold reserves in bitcoin, FT reports HSBC is a huge lender in Europe, this is quite a big deal ! >>> HSBC to exit M&A, capital markets businesses in UK, Europe and U.S. DeepSeek sets stage for frenetic earnings from Meta, Microsoft, Tesla DeepSeek's tech breakthrough hailed in China as answer to win AI war Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’ The AI ecosystem after DeepSeek FT- How price elastic is demand for AI? OpenAI launches ChatGPT Gov for U.S. government agencies Alibaba releases AI model it says surpasses DeepSeek | Reuters 4 free NVIDIA courses to help you master AI like ChatGPT and more Bipartisan opposition mounts against RFK Jr.'s HHS nomination Bill Gates says Elon Musk is doing some 'insane shit' when it comes to politics | Fortune EU ESG: Greenest Funds See Biggest Outflows Ever in Bull Market - Bloomberg SCOOP: China Continues Making Covert Gold Purchases in London ‘It’s a pretty good time to be in Oxford’ as an investor Italy's Meloni under investigation over release of Libyan suspect Denmark to spend billions more on Arctic military security - BBC News 85 percent of Greenlanders don’t want Trump takeover, new poll says – POLITICO The Swiss-EU bilateral treaty updates, explained - SWI swissinfo.ch

  • Kimi, Janus-Pro-7B now / Bessent 2.5% / FOMC next & ECB / Phase 2 of AI investment phase

    Rotation : Even with the S&P 500 losing nearly -1.5%, more than 300 of its stocks rose today, this had never happened before, Phase 2 in the AI investment phase moves to other sectors, like health, biotechs etc, short-term US rates bounced and pushed USD right back up to resistance (USDJPY..false break down sub 155 technically speaking) Year of the Snake, strange coincidence.. >> DeepSeek r1 released on Inauguration Day, then Kimi & Janus, wich was right before Chinese new year holidays, right before the Stargate pump and just before the CIA report blaming China/Wuhan for covid etc, so many things, can't be a coincidence...the payback for tariffs.. Columbia responded quickly, Canada too and even EU/Danemark now putting troops in Greenland..and finally Bessent more for pretty gradual tariffs in 2.5% clips Big Oil in no rush to ‘drill baby drill’ this year despite Trump agenda  The list of concerns for NVDA has been growing since late 2024, but Deepseek is the turning point, so much we don't know, has NVDA lost its edge over everyone else ? it'll take a while to sort this out, and many will benefit from not spending 10's of billions of $$$'s, U.S lead the breakthrough and China got faster and better in engineering it ? >>> DeepSeek, Stargate, memecoins (pump and dump) might pop the bubble in AI theme, and Extreme Tech concentration will bring the US market to normalize itself vs RoW longer term , which is a welcome news and good for overall markets (biotechs, healthcare sector..), with massive implications on PricingPower, spending/CAPEX trends and valuations of the current titans in the those spaces DeepSeek then unveiled its latest open-source AI model, Janus-Pro-7B , which has been noted by AI watcher Rowan Cheung for its multimodal capabilities, including image generation Trump says Microsoft is in talks to acquire TikTok FT - Japanese investors dump Eurozone bonds at fastest pace in a decad e. Net selling highlights how rising interest rates in Japan are reshaping global markets #EURJPY Canada is planning to fight back against Trump’s tariffs by cutting off all energy supplies to the U.S. in February The Bank of China announced AI industry support of 1 trillion yuan (US$138 billion) over the next 5-years to build out China's AI industry supply chain , it said. Bank of China is working with related government ministries and other offices on the initiative, which will make China “self-sufficient in science and technology.” and China  infiltrating Japan  in preparation for Taiwan  invasion ? SNB Chair Schlegel Signals Caution: Negative Rates Not Ruled Out Amid Inflation Talks Scott Bessent Pushes Universal Tariff Plan as U.S. Treasury Secretary - EconoTimes Big Oil in no rush to ‘drill baby drill’ this year despite Trump agenda | BOE Report Good recap in plain english The Kobeissi Letter on X: "The only REAL explanation as to why Nvidia, $NVDA, crashed today: 1. Clearly, DeepSeek has become a leader in AI innovation with Nvidia calling it an "excellent AI advancement" 2. In theory, AI advancement is BULLISH for Nvidia because it means more chip demand 3. The issue is" / X Nvidia drops nearly 17% as China's cheaper AI model DeepSeek sparks global tech sell-off Power stocks plunge as AI energy needs questioned due to new China AI lab Bank of China unveils £102bn AI innovation boost plan Putting EU troops in Greenland makes sense, bloc’s top military official says – POLITICO Danish leader on European tour as Copenhagen moves to strengthen presence around Greenland | The Independent Indo-Pacific News - Geo-Politics & Defense on X: "China infiltrating Japan in preparation for Taiwan invasion Tensions rise as Beijing stokes Okinawa independence movement with propaganda and diplomatic outreach for potential Taiwan incursion. Less than 750 kilometres from Taiwan and home to nearly 30,000 US troops, the https://t.co/SUf4APp67m " / X The shadow of Trump looms over a cautious Fed Donald Trump’s new tariff playbook off to strong start after Colombia fight Trump says Microsoft is in talks to acquire TikTok It's obviously an issue for many big techs... DeepSeek hit with large-scale cyberattack, says it's limiting registrations The Short Case for Nvidia Stock | YouTube Transcript Optimizer France warns Donald Trump: America has 'everything to lose from a trade war' with the European Union | The Standard Tesla, BMW sue EU after China-made EVs hit by tariffs | Fortune Japanese investors dump Eurozone bonds at fastest pace in a decade Switzerland caught between EU and US on global corporate tax deal - SWI swissinfo.ch SNB Chair Schlegel Signals Caution: Negative Rates Not Ruled Out Amid Inflation Talks - EconoTimes Kremlin says it has yet to hear from US about setting up a possible Putin-Trump meeting | Reuters Gaza residents stream home to the north after hostage breakthrough | Reuters Abramovich dodged millions in tax with superyachts-for-hire scheme - BBC News

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