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BRE-JOIN : so the Tory leader now, Kimi openly admits Brexit damaged the UK economy.... quelle surprise..it has gone from “sunlit uplands” to ok right yes yes, it wrecked the place but nations can absorb shocks”.... ah! the whole political class spent close to 10years years gaslighting the public with all sort of nonsense....... Now they quietly concede, suddenly all at once.. (well doubt Farage will ...).... Markets : Trump loosing grip, its over!, big picture, not to say he can't still create havoc! but there you go, GOP members quitting (MTG impact..) >>> So a cut at tonight's FOMC is priced in, more cuts priced in for 2026, what's not priced in you ask ? a hawkish bias....watch that UST yield curve.. Oracle also has its earnings report tonight, FX super quiet, #GBPCHF #GBP should continue to do better in 2026 (BREXON ! no doubt UK will get closer to EU, custom union etc..), metals shining ! SILVER $60+ !!, XPT doing just fine, GOLD steady as XAU/XAG spread narrows.. Trade : ...Just so we’re clear: Trump slaps tariffs on China. China refuses to buy our soybeans. Trump sends $40B of our money to Argentina. Argentina discounts their soybeans, surging sales to China. Trump spends $12B of our money to bailout American farmers. America First!!?...total nonsense Geopolitics : Russian bombers join Chinese air patrol near Japan as Tokyo-Beijing tensions simmer, EU races to bypass Viktor Orbán on Russian assets before summit Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI), it'll be fun they said.. good grief The CEO of Kraft Heinz says: “We now have one of the worst consumer sentiments we have seen in decades." TSLA begging you to buy its cars.. got to meet those emission targets! French lawmakers narrowly approve health care budget, suspending Macron's flagship pension reform “ I’m concerned that a small number of highly educated multi billionaires living on the coasts will be viewed as having created technology that puts millions out of work. This promises even more social and political division than we have now, making the world ripe for populist demagoguery. ” - Oaktree Capital Management LP co-founder Howard Marks Market Quick Take - 10 December 2025 | Saxo Silver Price Forecast 2026: Is This the Start of a Major Breakout? | by Farah Mourad | IG AE Trump thrashes European leaders in wide-ranging interview: ‘I think they’re weak’ - POLITICO GOP House lawmaker retirements complicating midterm path to retaining majority Netflix vs Paramount: Warner Bros.’ bidders brace for a fight that will last months Tesla is basically begging you to buy a standard range Model Y Crude oils uneasy path toward 2030 and the opportunities it presents | Saxo EU races to bypass Viktor Orbán on Russian assets before summit SpaceX reportedly planning 2026 IPO with $1.5T valuation target The $1.5T figure would put value of SpaceX at around 60x its expected 2026 revenue... US backs Japan in dispute with China over radar incident - Nikkei Asia Russian bombers join Chinese air patrol near Japan as Tokyo-Beijing tensions simmer | CNN Fed braces for turbulent 2026 as leadership shake-up looms Donald Trump to pit Kevin Hassett against trio of Federal Reserve chair finalists French lawmakers narrowly approve health care budget, suspending Macron's flagship pension reform China consumer inflation hits near two-year high despite deeper-than-expected producer deflation Trump is no longer doing the job of the presidency. He is in a mad dash to stuff his pockets, as fast as possible with grifts, bribes, and tax payer’s dollars. He knows his time is running out. The staffs know that too, and they’re looting whatever they can Why Donald Trump’s Presidency Is All But Over: James Carville Trump’s niece gives her take on why the president is ‘so needy and so grasping’ | The Independent Come with me to Jacob Rees-Mogg’s house. The Brexiters are rattled – and it shows | Polly Toynbee | The Guardian Mary Trump says she is not afraid of her uncle..'I don't understand people who are afraid of Donald, because he’s so pathetic. I would be embarrassed to be afraid of him,” she said Exclusive: US extracted top spy from inside Russia in 2017 | CNN Politics Anthropic CEO weighs in on AI bubble talk and risk-taking among competitors BREXIT to BREXON - the tide is turning - Farrukh on X: "Al Pinkerton, "A bill to enter negotiations with the European Union to agree a customs union between the UK and the EU" "Businesses know it. The public feel it. It's time this house admits it" "Brexit has been an abject economic failure" "It's choked business investment, https://t.co/RwzUEegM9B " / X Justin Amash on X: "If anyone else wrote something like this, it would be universally acknowledged that the person is mentally unstable. https://t.co/4QWTGME957 " / X Totally unhinged .. A different interview..(so many of them hard to follow really..) Trump just admitted he’s delivering EXACTLY what Putin wants . A reporter tells him the Kremlin praised his new foreign policy. Trump shrugs: “Putin would like to see a weak Europe… and he’s getting that.” Pressed on how “Trump’s strategy” MATCHES Moscow’s goals, he melts: “I have no vision for Europe.” No vision. No strategy. Just giving Putin everything he asked for. Trump isn’t leading the free world. He’s sleep walking right into Putin’s hands.

''Bond, the name is James Bond''.....Government bond yields been on the rise again despite of rate cuts and financial repression!...steeper curves etc.. 'government becoming insolvent'... The US debt crisis is entering uncharted territory: The US Treasury has issued a record $25.4 trillion in T-Bills over the last 12 months, lifting total Treasury issuance to a record $36.6 trillion, TBills issuance is now 70% of all issuance... (liquidities etc etc)... this is not normal... (steeper curves ahead..etc) --- (Threads) Markets : The UST yield curve (10y yields 3mos highs..) re-steepening suggests we are entering the "danger zone", JGB's etc.., Repo : $100B+ in a month (which banks are exposed?..), ECB's Schnabel 'comfortable' with rate hike bets, RBA's Bullock rules out further rate cuts (1y yield up 5bps..), “Trump runs it hot , oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold; what LatAm stocks telling you.” (Thread), early 2025 BTC targets, ALL so called experts were wrong..by a very long stretch >>> so every one has 25bps cut tomorrow, FULLY priced in, inflation is still 3% and labor market is weakening.. Trade : US delegations land in New Delhi to keep trade talks with India alive, INSANITY and beyond : Trump announces a $12bn bailout of farmers, who been hurt by tariffs, using money collected from Americans from its tariffs... can't teach that.. Research Veteran Yardeni Ends 15-Year Tech bet with Underweight Mag 7 Call >>> after 15years of permanent bull ranting calls...all changed over the weekend.. THREAD: Martin Wolf just explained Britain’s economic collapse  and it destroys the #Brexit  denialists US bankruptcy filings : 717 through November 2025 > Highest since 2020 > Up 93% from the 2022 low of 372 EU leaders are nearing a deal to use frozen Russian assets to back a €90 billion loan for Ukraine’s reconstruction, following talks in London with Volodymyr Zelenskiy. (BBG)  French Prime Minister Lecornu faces high-stakes social security vote ECB's Schabel 'Comfortable' With Rate Hike Bets RBA Governor Michele Bullock speaks following the last interest rates decision of 2025 | Forex Factory Everybody is positioned and hopes so. . The Fed could spark a 'Santa Rally' for stocks to end the year NoLimit on X: "🚨 A BIG STORM IS COMING!!! Look at these yields… - U.S. 10Y is going up. - U.S. 30Y climbing. - Australia’s 5Y and 10Y pushing new highs. - Germany, France, Spain, all drifting higher at the same time. And yet everyone’s still running around yelling “no recession,” https://t.co/trzC1PJdn4 " / X The Kobeissi Letter on X: "The US debt crisis is entering uncharted territory: The US Treasury has issued a record $25.4 trillion in T-Bills over the last 12 months, lifting total Treasury issuance to a record $36.6 trillion. This means T-Bills now reflect 69.4% of all Treasury issuance, near an all-time https://t.co/4uxwzig9ek " / X French Prime Minister Lecornu faces high-stakes social security vote US delegations land in New Delhi to keep trade talks with India alive Trump will sign executive order to block states from regulating AI Research Veteran Yardeni Ends 15-Year Tech Bet With Underweight Mag 7 Call Been a bull for ever..worth reading why he has turned bearish.. Magnitude 7.5 quake in northern Japan injures 23 people and triggers a 2-foot tsunami Jared Kushner is part of Paramount's hostile bid for Warner Bros Discovery No wonder Trump senior is involved in the decision! good grief Neil Sethi on X: "BoA (Hartnett): The Zeitgeist: “Trump runs it hot, oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold; what LatAm stocks telling you.” The Biggest Picture: commodities like it hot… GFC caused monetary excess, fiscal https://t.co/4OOm9teIrN " / X Let’s take a walk down memory lane and see where all those bold 2025 Bitcoin targets ended up . • JPMorgan: 170,000 • VanEck: 180,000 • SChartered: 250,000 • Tom Lee: 250,000 • Robert Kiyosaki: 350,000 • BlackRock: 700,000 • Chamath: 500,000 • Michael Saylor: 1,000,000 • ARK Invest: 650,000 • Galaxy Digital: 400,000 • Pompliano: 500,000 • Max Keiser: 220,000 • Cathie Wood: 2,000,000 >>>> Bitcoin is 90K, with 24 days left in the year. Every one of these so-called “experts” and “gurus” missed the mark by a mile Lukas Ekwueme on X: "This is the AI revolution in a nutshell: - Only ~10% of the committed data center build outs are actually underway - Circular financing is being used to manufacture demand - Data centers are already waiting years for grid access - Gas turbine order books are beyond production https://t.co/gAY59fLWHd " / X You get a bubble when the market gets it wrong bigly, one can build all the data centers it wants, but if you can operate them because the power grid is not updated, it won't work ! Liz Webster on X: "🚨 🧵 THREAD: Martin Wolf just explained Britain’s economic collapse 🔥 and it destroys the #Brexit denialists (Charts + audio article below) 👇 1/ For 30 years, the UK was a global growth leader. From 1980–2007, UK GDP per head grew faster than any other G7 country. We https://t.co/qtzCcDhIKv " / X

Trump's advisors are urgently telling the President to stop yelling at people about affordability/inflation ("it's a scam" or " a con") and take these concerns seriously... Markets : in Japan, JGB yields continue to move up, 10y 1.97% now (high risk carry trade gets shaken during Dec/Jan low liquidities..) , RBA up next later on tonight (exp unch), FOMC decision on Wed (25bps cut priced in), BoC meets too (very most likely unch), Brasil CB also meets, SNB on Thursday (not much priced in, I wouldn't be surprised of a surprise cut..) , Musk denies $800 billion SpaceX valuation reports, deep job cuts at UBS coming (and Swiss government softens its stance on reserves, why...Oh the threat of leaving for NYC, that's comical..), U.S truck demand has collapsed by nearly 50%, Macron warns China on tariffs (due to huge trade surplus) >>> so all ears and eyes on FOMC, some sort of hawkish cut would not shock me, but we shall see, if so it could have a decent impact on markets, so play accordingly.. Trade : Trump threatens to take a wrecking ball to his own trade pact (USMCA), China’s trade surplus exceeded one trillion US dollars in the 11 months to Nov , round numbers do not matter in economics, but trends do (Macron warnings..)... This surplus will help China meet its official growth target, compensating for somewhat lackluster domestic demand though, Trump's new US security strategy openly echoes Kremlin language and Moscow is celebrating it.. . Geopolitics : Chinese Jets Locked Radar on Japanese Fighters. Tokyo says incidents in international waters near Okinawa were dangerous, as diplomatic tensions with Beijing simmer. (WSJ), U.S : Introducing Robinhood ACT- Wealth inequality has exploded while billionaires borrow against their assets and pay almost nothing in taxes The U.S Treasury can’t afford a rise in financing costs: interest already consumes ~14% of federal outlays... .(Thread) Germany's Merz musters enough votes to pass pensions bill without opposition aid Macron Warns of Tariffs on Chinese Goods Nick Timiraos on X: "Trump describes the public focus on cost-of-living issues as a hoax, con-job, and “fake narrative.” Advisers have pressed the president to treat voters’ anxiety over affordability with urgency “Almost every senior White House official is involved in the effort.” Via @jdawsey1" / X ''' Gaslighting the public about inflation whilst presiding over one of the biggest annual declines in the US Dollar Index ever and mafia-style bullying of the @federalreserve  to slash interest rates by hundreds of basis points is all-time levels of out-of-touch billionaire arrogance '''... it'll be an interesting evening on Wed.. anything other than a cut and a dovish stance, may well upset markets going into year-end.... 2018 was brutal, not suggesting the same btu beware Ukraine peace deal is really close, U.S. envoy Kellogg says I'll believe it when I see it, Russia needs to back down first on a few things.. >>> President Donald Trump said he’s disappointed in Ukrainian President Volodymyr Zelenskiy’s handling of a US proposal to end the war that began with Russia’s full-scale invasion. Trump’s tone on Ukraine contrasted with comments in recent days about President Vladimir Putin’s reaction to the proposal. (BBG) Germany's Merz musters enough votes to pass pensions bill without opposition aid New US security strategy aligns with Russia's vision, Moscow says Trump may demolish another trade deal he negotiated: USMCA Trump’s Security Strategy Focuses on Profit, Not Spreading Democracy - The New York Times Using AI to plan your holiday travel? Why that's a mistake Will you use AI for your next holiday ? The Market Ear on X: "Treasury can’t afford a rise in financing costs: interest already consumes ~14% of federal outlays. https://t.co/BV8OiX9foY https://t.co/j7j9wvrmz4 " / X ..Last time the blue line hit this high on the upside, the USD was significantly devalued at the Plaza Accord, for consensus doesn't seem to care, let's watch, and be ready.. to a certain extent USD weakness vs our 2025 preferred precious metals is well under way and a sign for other USD's in 2026! Musk denies $800 billion SpaceX valuation reports | News.az Rep. Dan Goldman on X: "Wealth inequality has exploded while billionaires borrow against their assets and pay almost nothing in taxes. That ends now. It’s time for billionaires to pay their fair share. My ROBINHOOD Act taxes those loans to create revenue to pay for universal childcare, Pre-K and more. https://t.co/uPnT9pXBUL " / X Risky adjustable-rate mortgages are making a comeback Nigel Farage discussed fronting far-right group led by Steve Bannon | Nigel Farage | The Guardian Blatant corruption?.. Three more Farage bloc MEPs alleged to have followed Russian asset’s script | Reform UK | The Guardian Chinese fighter jets ‘locked on’ to Japanese F-15s UBS Faces Deep Cost-Cutting – Thousands of Jobs at Risk Zurich Airport to end restrictions on liquids - SWI swissinfo.ch The Kobeissi Letter on X: "US truck demand is collapsing: US heavy truck sales have plunged -47% over the last 3 months compared to the prior 3 months, to an annualized rate of 363,000, the lowest since the 2020 pandemic. Truck sales have now declined in 4 out of the last 5 months. In the past, such a https://t.co/1FP2Yg5V33 " / X

Markets : US claims near 3y lows at 191K ( looks wrong.. macro data weaker AND continuing claims are at 3y lows..) , K-shaped downturn, META cutting 10% of workforce , VISA new HQ in Canary Wharf, RBI cuts despite INR on all time lows , UK closer to EU should boost #GBPCHF #GBPUSD from depressed/un-owned levels (see Prof Curtis below) >>> markets running on liquidity alone.. (Thread : Shiller PE 40, monthly repo $100bn, discount window, rate cuts, Hassett incoming etc) Trade : Question: If foreign countries are paying the tariffs, as Trump kept saying, why is Costco joining dozens of other companies demanding millions of dollars in refunds over Trump’s tariffs?... Macron discusses Ukraine, trade with Xi in China, Geopolitics : India’s Narendra Modi welcomed President Vladimir Putin to India, angering the U.S, US says Pentagon review sees opportunities to strengthen AUKUS submarine deal, Putin says there are points he can't agree to in the U.S proposal to end Russia's war in UKR (no surprise there..he just wants to continue the charade..), a UK inquiry finds Putin authorised the chemical weapons attack on British soil in Salisbury in 2018 Over the last 72 hours: 1. Apple's AI Chief steps down 2. Apple's Head of UI Design leaves to Meta 3. Apple's Policy Chief steps down 4. Apple's Head of General Counsel steps down What is happening at Apple? Chinese GPU maker Moore Threads ( 688795.CH ) surging in Shanghai trading debut after raising CNY8B ($1.13B) in second largest onshore IPO for this year on bets company will benefit from China's push for greater tech self-reliance Mexico officially adopting the 40-hour work week —Sheinbaum signs bill phasing out the 48-hour week over 4 years, plus 13% minimum wage hike "Zuckerberg has asked Meta executives to look for 10% cuts across the board , standard request during budget cycles the past few years. The metaverse group was asked to cut deeper given Meta has not seen the level of industry-wide competition over the technology it once expected" Masayoshi Son Hammers Out High-Tech Factories Plan With White House Goldman: If the outlook on AI capex were to change dramatically, a reversion of long-term growth estimates back to early 2023 levels would imply 15-20% downside to the current valuation multiple of the S&P 500 according to GS Research macro valuation model CNN graphic on presidential pardons:totally normal out there ..the amount of utter nonsense, lies, corruption it properly nuts W Bush: 189 Obama: 212 Trump 1: 144 Biden: 80 Trump 2: 1500+ The Big One: The Liquidity Crisis Fueling the AI Stock Bubble Hassett says rate cut likely at next Fed meeting By Investing.com Hardly surprising..! Visa moves European HQ to London’s Canary Wharf | News.az More good news #GBP Putin says US plan to end Ukraine war includes unacceptable proposals | AP News Labor Department reports three-year low in jobless claims - Fast Company US says Pentagon review sees opportunities to strengthen AUKUS submarine deal | The Straits Times RBI delivers 25 BPS repo rate cut: Governor Sanjay Malhotra signals continued easing amid robust growth and low inflation Putin India visit live: Russian President Vladimir Putin meets Prime Minister Narendra Modi - BBC News Macron discusses Ukraine, trade with Xi in China – DW – 12/04/2025 THE GREAT NORMALIZATION: JAPAN’S SOVEREIGN DEBT TRANSITION AND THE TWILIGHT OF ZERO-RATE FINANCE SCOOP: There is a last ditch by Wall Street and corporate America insiders to caution Trump, about the selection of Kevin Hassett as Fed chair (yes it would be a bad choice IMHO .. good short-term maybe, but well anticipated, and steeper yield curve later... ) Their argument goes something like this: Given the political nature of his job (NEC chief) and past work, Hassett has lack of credibility inside the Fed with staff and in the markets, which seeks a degree of Fed independence. They’re saying that his appointment sets the stage for higher long term interest rates because 1) The Fed will be a disorganized mess with leader lacking credibility inside 2) If Hassett manages to cut short term rates ( as Trump wants) with divided vote because of sticky inflationary pressures, it will be perceived as political and inflationary. Btw mortgage and consumer rates are priced off the 10 year and if that spikes over inflation fears, it could cause an economic slowdown as the midterms approach. Of course Trump will PROBABLY ignore all of the above but that’s the latest in the Fed race. Other candidates are Kevin Warsh and Fed gov Christopher Waller, both of whom could be fall back choices. Story developing >>>> The Fed would go from “independent guardian of price stability” to a liquidity instrument aligned with the executive branch Mexico Plans Gradual Shift to 40-Hour Workweek by 2030 - teleSUR English Japan October household spending falls at fastest pace in nearly 2 years  | Reuters Crypto Investor Donates £9 Million to Reform UK as Nigel Farage Plugs His Company and Tells Industry 'I Am Your Champion' – Byline Times Dow Jones Top Company Headlines at 11 PM ET: Masayoshi Son Hammers Out High-Tech Factories Plan With White House | Top ... | Morningstar Trump may demolish another trade deal he negotiated: USMCA #Brexit failure a fact, get closer to EU will be the path.. #GBPCHF ! Liz Webster on X: "Sir John Curtice has confirmed it: Liz Truss didn’t just wreck the economy 👉her mini-Budget killed the last remaining belief that Brexit would ever deliver growth. Even Leave voters now say Brexit has harmed the UK. And Curtice is blunt: 👉 Labour would gain electorally by https://t.co/mcUFht3u2k " / X Farage accuses BBC of double standards after racism allegations

MSFT : Microsoft lowered AI software sales quota as customers resist new products, Nvidia CFO: We still haven’t completed a definitive agreement with OpenAI for the $100 billion, BoA (below) warning about the $120bn issued by the hyperscalers this year alone, IBM CEO Arvind Krishna said there's no way to get a return: "$8 trillion of capex means you need roughly $800 billion of profit just to pay for the interest." >>> this seems like pretty clear warnings? Markets : weak ADP and ISM services cemented the Dec cut and pushed Eq markets higher (weak macro US and risk goes higher, usd softer..) , Bond markets participants warnings over Hassett as Fed Chair, Copper hits fresh record highs, Japan's strongest ever 30y bond auction (after huge bond selloff..), Kushner's trip to Moscow yesterday was not just unethical; it was illegal (Thread) - the amount of corruption, lies & manipulation is totally out of control..., #GBP the UK is going to get closer to EUROPE again, stay long GBP, Brexit failures now clearly being exposed and Labour knows they have to go that way 'closer to EU, not rejoin, but closer', with Swiss inflation flat again #GBPCHF looks a good way to go about it Trade : Xi Jinping tells France's Macron that decoupling means disruption It’s now official: Trump has pardoned one of the world’s most notorious drug traffickers. Former Honduran President Juan Orlando Hernández was convicted of drug trafficking last year in the U.S. and sentenced to 45 years in prison Bank of America says the AI boom isn't heading for a 2000-style bubble burst, but warns investors should brace for an "air pocket." The five hyperscalers issued $121 billion in debt this year to fund AI infrastructure, four times their average annual debt from the past five years, with another $100 billion expected in 2026 Donald Trump’s allies are considering having Treasury Secretary Scott Bessent take on the additional role of heading the National Economic Council if Kevin Hassett becomes Fed chair, a move that would consolidate Bessent’s oversight of Trump’s economic policies. (BBG) Natural gas prices have  65% in 3 months , with millions of Americans heating with gas facing higher winter bills, brrrrrr! US private payrolls unexpectedly decrease in November, ADP says Switzerland Inflation Rate Scott Bessent may lead National Economic Council alongside Treasury role - Bloomberg By Investing.com Copper Hits Fresh Record on Rising Risk of Tariff-Fueled Squeeze Macron tells Xi that China, France must overcome 'differences' Japan’s Strongest 30-Year Bond Sale Since 2019 Eases BOJ Jitters - Bloomberg BOJ’s Ueda Says Unsure How Many More Rate Hikes He Will Make - WSJ Blatant corruption Company backed by Donald Trump Jr.’s firm nabs $620M government contract More images of Epstein's private island home released by House Democrats - BBC News How Epstein Infiltrated the Silicon Valley Network Behind Trump’s New Tech Order – Byline Times OPENAI DECLARES ‘CODE RED’ AS GOOGLE CLOSES IN OpenAI CEO Sam Altman reportedly issued a “code red,” telling staff to prioritize major improvements to ChatGPT as rivals like Google and Anthropic gain ground. According to internal memos, OpenAI is pausing projects such as ads, shopping tools, health agents, and its Pulse assistant to focus on faster, more reliable, and more personalized ChatGPT performance. Teams will join daily calls, and employees are encouraged to shift temporarily to speed up the upgrades Michael Burry: Bitcoin's Price Hitting $100,000 Was 'Ridiculous' - Business Insider Nicely summed up the Hassett game plan, pretty fierce ! Common Sense Investor on X: "Positioning for Trump’s New Fed Chair (Kevin Hassett) Why Long Bonds $TLT May Outperform Stocks in a Fast-Cut Cycle! Trump has introduced his new Fed Chair Kevin Hassett- someone known for being pro-growth, pro-liquidity, and openly supportive of lower interest rates. Markets https://t.co/jj1gLqCzdB " / X Trump’s 2025 tariffs to trigger fresh layoffs in 2026 Structured products are way to expensive for end users... (to say the least..) Leonteq fällt. Und fällt. Und fällt. – Inside Paradeplatz Jake Tapper 🦅 on X: "Why did President Trump pardon the former Honduran president, who “helped to facilitate the importation of an almost unfathomable 400 tons of cocaine to this country,” according to prosecutors? https://t.co/HHZH11ksJJ " / X Trump Hit With $310 Million Lawsuit Alleging “Epstein-Identical” Trafficking Network Eklat bei CSS: IT-Chef über Nacht weg – Inside Paradeplatz Judd Legum on X: "1. Kushner's trip to Moscow yesterday was not just unethical; it was illegal. You cannot accept millions from foreign governments and simultaneously conduct diplomacy for the U.S. It's right in the Constitution. https://t.co/bNHGVi9ZxU " / X

In today's NATO meeting in Brussels, the U.S seat will be empty, Rubio is in Moskow, he is skipping the summit. First time in over two decades a U.S. Secretary of State has refused to attend, Putin held “very useful” talks with US envoys Steve Witkoff and Jared Kushner, the Kremlin said, though they failed to agree on a plan to end Russia’s war. Earlier, Putin warned Moscow may retaliate against ships from nations aiding Ukraine if attacks on Russian tankers continue Markets : a theme we talked about many times - ALTIMETER'S GERSTNER ON BITCOIN-Thread, markets love FED cut optimism (all priced-ion..), Boeing had a good day and techs, BTC stabilized and rallied back to 90K, Costco is suing Trump to avoid getting stuck with the tab on tariffs (the start of many lawsuits - will set trend), Trump Sees Fed Chair Pick ‘Early Next Year,’ Praises Hassett, World Economy Surprisingly Resilient to Tariffs, OECD Says , Oz Q3 GDP stronger, SILVER squeeze continues, On December 2, 2025, Sam Altman declared “Code Red” at OpenAI (Thread) Trade : Brussels pushes for 70% of critical goods to be ‘made in Europe’ Geopolitics : Trump signs bill mandating reviews of Taiwan engagement limits, China sends a clear warning to Washington regarding Venezuela , A new Irish militant group calling itself the "New Republican Movement" has announced its formation IBM CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”.... infinite need/demand for GPU's is clearly at risk.. The Real Game Behind the Juan Hernández Pardon: Power, Pressure, and the New Monroe Doctrine/Thread It will be a 'shock' for markets if it isn't Hassett Trump Sees Fed Chair Pick ‘Early Next Year,’ Praises Hassett "No Way" All AI Companies Can Get A Return On Their Investments In Datacenters: IBM CEO ‘Taking the gloves off’: Trump just held the Cabinet meeting from Hell | The Independent World economy shows surprising tariff resilience: OECD | Financial Post Australia's third-quarter GDP expands at fastest pace in about 2 years Silver Squeeze: Supply Crisis & Market Mechanics 2025 Ole S Hansen on X: "#Commodities Silver rose to a fresh record near USD 59, supported by a tight supply outlook, continued momentum buying and short covering following last Friday’s breakout above USD 54.50. The gold-silver ratio has slipped below 73, a level that has repeatedly offered support" / X Bitcoin bounces back above $90,000, but market sentiment remains cautious - Cryptocurrency News | The Financial Express OpenAI's ChatGPT suffers outage for some users Shanaka Anslem Perera ⚡ on X: "BREAKING: The First AI Era Just Ended On December 2, 2025, Sam Altman declared “Code Red” at OpenAI. This is not a competitive setback. This is a phase transition. The numbers tell a story no one wants to hear: OpenAI has committed $1.4 trillion in infrastructure spending. https://t.co/zjigE9yFM5 " / X Dell family to donate $6 billion to 'Trump accounts' of 25 million US children | Reuters UK delays decision for third time on China's plan for Europe's largest embassy | Reuters Investigation after video shows masked men saying NI politicians are ‘legitimate targets’ – The Irish Times Ukraine live: Trump envoys fail to secure peace deal with Putin Putin warns Europe: if you want war, then Russia will defeat you. President Vladimir Putin warned European powers on Tuesday that if they started a war with Russia then Moscow was ready to fight and that the defeat of European powers would be so absolute that there would be no one left to even negotiate a peace deal. The AI frenzy is driving a memory chip supply crisis | News.az An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for dwindling supplies, as prices soar for the unglamorous but essential components that allow devices to store data. Japanese electronics stores have begun limiting how many hard-disk drives shoppers can buy. Chinese smartphone makers are warning of price increases China Issues Warning as U.S. Carrier Enters 1.38M-Sq-Mile Disputed Zone Google CEO Sundar Pichai says data centers in space are coming Is it fair to charge foreigners more to enter tourist sites? | The Independent Some stats! The Kobeissi Letter on X: "This is historic: The Magnificent 7 stocks have rallied +300% since the launch of ChatGPT on November 30, 2022. This is more than 4 TIMES the S&P 500’s +72% return. The Nasdaq 100 has risen +120% during this period. Furthermore, the Magnificent 7 have even outperformed silver https://t.co/MSIvocokSq " / X *Walter Bloomberg on X: "ALTIMETER'S GERSTNER ON BITCOIN Gerstner said he doesn’t understand MicroStrategy’s strategy, and repeated confusion is a red flag for him. He owns some Bitcoin and may buy more if prices fall, but he’s watching to see whether MicroStrategy might be forced to deleverage, which https://t.co/AtW0KY1DHV " / X

Google CEO Sundar Pichai just told Fox News the one AI nightmare that actually keeps him awake: “When deepfakes get so good that we literally won’t be able to tell what’s real anymore… and bad actors get their hands on it.” #MSTR we discussed this long while ago, was never going to end well, once the doubts are creep in, it's over.., crypto malaise while precious metals rally..,reminder that Strategy has no meaningful operating income. The company borrows money and issues stock to buy Bitcoin, then issues preferred shares that pay 8-10% dividends to fund more borrowing. That cycle works as long as Bitcoin keeps going up and they can raise capital >>> correlation #BTC vs #JGB Markets : US factory activity hits four-month low as tariffs weaken demand, M Burry now has a go at TSLA, reminder that blind bull sentiment and momentum can turn on a dime, Google CEO's warning on AI, again, read article below.. Geopolitics : EU leaders kick can down the road on €140bn reparation loan for Ukraine, South Korean auto shares rise after U.S. confirms lower tariffs, US announces zero tariff pharmaceutical deal with Britain, UK's Starmer : We must work with China – even if it threatens national security, Pentagon cuts off communication with Germany’s Defense Ministry (wait what ?), Witkoff and Kushner headed to Moscow (not Rubio) as Trump sees 'good chance' for war-ending deal for his own good and deals behind it...amazing really, SILVER rally..! what else.. some 20pct rally in 10days.. time for a pause ! Venezuela accuses Trump of 'colonial threat,' after US president 'closes' its airspace China’s DeepSeek challenges Google DeepMind and OpenAI with new AI model BoE lowers capital requirements for UK banks as they pass stress tests BBG : “Private Credit ‘Hysteria’ Will Get Very Real Next Year” (We are a month away from next year) “Selective defaults are a bad sign RTÉ frames the US/UK Pharma deal as a direct concession to Trump Sundar Pichai's Deepfake Warning: A Real AI Threat : MysteryLores Google CEO Sundar Pichai just told Fox News the one AI nightmare that actually keeps him awake: “When deepfakes get so good that we literally won’t be able to tell what’s real anymore… and bad actors get their hands on it.” US factory activity hits four-month low as tariffs weaken demand: Report | World News - Business Standard Private Credit Risk: Apollo CEO Hysteria Claim Is Not Totally Right - Bloomberg Venezuela accuses Trump of 'colonial threat,' after US president 'closes' its airspace | World News | Sky News The German general announced the termination of communication between the Pentagon and the German Ministry of Defense. | World News | Izvestia | 02.12.2025 Witkoff and Kushner headed to Moscow as Trump sees 'good chance' for war-ending deal for their own interests??.... Rubio didnt go... https://www.wsj.com/world/russia/russia-u-s-peace-business-ties-4db9b290?st=BPy6rJ&reflink=article_copyURL_share US announces zero-tariff pharmaceutical deal with Britain China’s DeepSeek challenges Google DeepMind and OpenAI with new AI model | South China Morning Post Michael Burry Says Tesla Is 'Ridiculously Overvalued' - Business Insider PM: We must work with China – even if it threatens national security EU leaders kick can down the road on €140bn reparation loan for Ukraine - Yahoo News Australia South Korean Auto Shares Rise After U.S. Confirms Lower Tariffs | Morningstar US announces zero tariff pharmaceutical deal with Britain | Reuters Warner Bros Discovery gets mostly cash offer from Netflix, source says | Reuters Samsung launches its first multi-folding phone as competition from Chinese brands intensifies Crypto downturn wipes out nearly US$1 billion in levered bets - The Business Times Two of China’s private data agencies withheld monthly home sales figures at the government’s behest, people familiar with the matter said, stoking transparency concerns in a critical sector of the world’s second-largest economy. China Real Estate Information Corp. and China Index Academy, which are among the country’s biggest private property data providers, didn’t disclose the combined sales of the nation’s 100 largest developers for November on Sunday.  The two agencies, which usually release the data on the last day of every month, were told by China’s housing bureau to suspend making such figures publicly available until further notice, the people familiar said, asking not to be named discussing private information. Financial institutions that paid for the figures will still have access to them, provided they keep the data confidential, one of the people said.

Not a surprise... see XAGUSD, XAUUSD performance lately... and USDollar slowly weakening... Donald Trump said he’s decided on his pick for the next Fed chair after making clear he expects his nominee to deliver rate cuts. Kevin Hassett is said to be the likely choice to succeed Jerome Powell Markets : #USDJPY in play this December. ., BoJ governor signalled a rate hike is under consideration, sending Japanese government bond yields to their highest levels since 2008, 10y JGB yields 1.85 (highest since 2008, but 30 and 40y yields at 3.75% are levels never seen before..) , OPEC+ agreed to leave oil output levels unchanged for the first quarter of 2026, Tether downgraded (should not be a surprise to our readers!), China to intensify crackdown on Virtual Currencies, including stablecoins, China factory activity slumps for longest stretch on record, Oracle CDS near 3y highs..!, #BTC down 4K in 2hours last night...'' When leverage meets reality'' #MSTR >>>>> plenty of risk out there for Dec, crypto, eq valuations, Venezuela, Epstein and weaker USD Trade : #GOLD US institutions are buying gold offshore. JPM moved its gold trading desk to Singapore last week. Folks are getting justifiably nervous.. Geopolitics : Rubio, Witkoff Meet Ukrainian Team in pursuit of Peace Deal Switzerland on Sunday overwhelmingly rejected a proposed 50% tax on inherited fortunes of 50 million Swiss francs ($62 million) or more, with 78% of votes against the plan, an outcome that even exceeded the two‑thirds opposition indicated in polls American Consumers Have Had It With High Car Prices . Shoppers are downsizing, buying used vehicles, taking on longer car loans and holding out for deals. (WSJ) China’s Treasury holdings as a % of all foreign holdings is down to 7.6%, the lowest in 23 years BOJ’s Ueda sends clear hint at chance of December rate hike - The Japan Times BOJ to consider rate hike in December, governor says; yen, yields rise | Reuters Market Quick Take - 1 December 2025 | Saxo S&P Global Ratings Tether downgraded, as flagged last week... this will not end well... Michael Saylor Sunday Change-Up Suggests New Announcement Coming Monday EndGame Macro on X: "When Leverage Meets Reality And The Real Story Behind Bitcoin’s Sudden Drop This kind of straight down move almost never comes from some sudden revelation about Bitcoin itself. It’s what happens when a heavily leveraged market runs into a shift in the macro weather. The drop" / X Morgan Stanley thinks you should short Oracle Trump's 'Meaningless' Ukraine Deal Stunned The West – But He May Have Had An Ulterior Motive China factory activity slumps for longest stretch on record - The Business Times Rubio, Witkoff Meet Ukrainian Team in Pursuit of Peace Deal China To Intensify Crackdown on Virtual Currencies, Including Stablecoins: Report Swiss voters reject new tax on super-rich and civic duty for women – POLITICO Swiss economy shrinks significantly in third quarter - SWI swissinfo.ch ACA premiums to surge in 2026. Here’s what to do about it Starbucks union ramps up strike, hitting Black Friday sales Liz Webster on X: "Osborne created the OBR to lock Britain into a permanent austerity vice 👉squeeze the welfare state, blame the poor for low growth, and call it “discipline”. Aka the assault on universalism. Brexit then turbocharged the justification. Most Labour MPs don’t want this type of https://t.co/oCHmjpvG4R " / X The Kobeissi Letter on X: "Something unusual is happening in the US Treasury market: China’s Treasury holdings as a % of all foreign holdings is down to 7.6%, the lowest in 23 years. This percentage has declined -20 points over the last 14 years. As a result, China now ranks as the world’s 3rd-largest https://t.co/JWJ4bbhbsy " / X

Markets : CME glitch hits FX, commodities and stock futures '' Read that again… the entire derivatives market froze because a server room got too hot.'' , Tokyo inflation beats forecast, keeping BOJ on rate hike path #JPY in December could get interesting!! , Gold set for fourth monthly gain as markets wager on U.S. rate cut, Compounding inflation is a global crisis (Thread) Geopolitics : Putin strikes conciliatory tone - then hardens it: Kremlin signals no breakthrough on US peace plan, Putin is set to hold talks with Hungarian Prime Minister Orban today in Moscow, Trump: Land ops against Venezuela starting 'very soon', UK Times : ''we Brexiters must acknowledge the costs of leaving Europe'... finally admitting what has been obvious for ever.. .better late than never I suppose.. and some good news though ''Dimon approved London Tower in Canary Wharf, after UK assurances, however '' The release of the UK Budget has sparked concerns as it raises the Tax-to-GDP ratio to its highest level since World War II '' Trump says U.S. to ‘permanently pause migration from all Third World Countries’ after DC shooting Gold set for fourth monthly gain as markets wager on U.S. rate cut Tokyo inflation beats forecast, keeping BOJ on rate hike path - The Japan Times Trump: Land ops against Venezuela starting 'very soon' Nvidia is still the AI champ as Google ramps up chip push: Wedbush Putin strikes conciliatory tone - then hardens it: Kremlin signals no breakthrough on US peace plan | World News | Sky News White House tries to block attempt to force Musk testimony GOLD new highs, what else.. Central banks are cashing in on the new Gold Rush – The Armchair Trader We Brexiteers must acknowledge the costs of leaving Europe One of the Chief Priests of Economists for Brexit has now publicly admitted:Brexit made Britain poorer, Business investment collapsed, Productivity weakened, EU-facing firms cut jobs & spending and New trade barriers drag the economy down Some good news JPMorgan to build £3bn mega tower at Canary Wharf in boost for London From mansion tax to ISA changes: Key announcements in Reeves’ Budget Samantha LaDuc on X: "I will say it over and over again until it sinks in: THIS IS THE MANHATTAN PROJECT 2.0 DeepSeek should have shaken US investors out of complacency, but the US market fraud & financialization is still too deeply embedded and so is the misplaced belief in US leaders who continue" / X SEC investigates Jefferies over First Brands collapse, report says Trump says U.S. to 'permanently pause migration from all Third World Countries’ after DC shooting WORTH RE-READING THIS Hedgie on X: "🦔HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $250 billion in cloud compute from Microsoft and $38 billion from Amazon, bringing contracted compute to 36 gigawatts. Based on total deal https://t.co/lAzPelYCym " / X HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $250 billion in cloud compute from Microsoft and $38 billion from Amazon, bringing contracted compute to 36 gigawatts. Based on total deal value of up to $1.8 trillion, HSBC estimates OpenAI is heading for data center rental bills of about $620 billion a year, though only a third of that capacity comes online by 2030 Hedgie on X: "🦔OpenAI is emailing users this morning confirming that a third-party analytics tool called Mixpanel exposed user data including names, email addresses, approximate locations from IP addresses, browser and OS types, and organization IDs. The breach occurred on November 9 but https://t.co/T9h5E36lef " / X can't make this stuff up... The Kobeissi Letter on X: "Compounding inflation is a global crisis: Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%. The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative https://t.co/aSJ3ENyZj2 " / X

Markets : Platinum jumps (after an exchange in China launched a futures contract on the metal, boosting optimism about the nation’s demand), Oil declined ahead of OPEC+ meeting, equity markets classic rally into month-end, as market priced FED Dec cut, now watch out if 'funding issues' come back into Dec, USD slightly softer, metals roaring, Gold, Silver, PLAT back to recent highs, all pretty easily.. miners on a tear, commods, risk, FED pumping it up !, GBP and Gilts rallied after budget, says it all, nothing dramatic came out..lot of negative were anticipated already.. Trade : Canada to Add New Tariffs to US Steel, Curb Foreign Imports, Pentagon seeks to add Alibaba, Baidu, BYD to China military list, China is making trade impossible - strategy is to replace all imports soonest Geopolitics : Defiant Maduro wields sword as he sends message to US, France to reintroduce military service amid russian threat The US Treasury posted a $284.4 billion deficit in October, the worst opening month to any fiscal year in history Michael Saylor’s Strategy is on the cliff of being kicked out of the Nasdaq 100 Nvidia just named a 7-Page Defensive Memo to Wall Street.. A $4trn company felt compelled to respond to a Substack analysis, alongside Michael Burry Tether is a stablecoin which is basically a cryptocurrency designed to always be worth $1 USD. Think of it like a digital dollar that lives on blockchain networks instead of in your bank account >>> But here's the problem, S&P Global one of the world's most trusted rating agencies, just gave Tether the worst possible score. They downgraded Tether to 5 (weak), which is basically a red warning light US margin debt jumped +$57.2 billion in October, to a record $1.2 trillion. This marks the 6th consecutive monthly increase FT: China is making trade impossible “There is nothing that China wants to import, nothing it does not believe it can make better and cheaper, nothing for which it wants to rely on foreigners a single day longer than it has to” China industrial profits drop 5.5% in October, worst level in five months USDCNH heading south (usd softer vs most currencies eventually..), '' t he current level of the yuan is simply too cheap to support a sustainable rebalancing of global trade'' Shanghai Macro Strategist on X: "Over the past few years, China has been in deflation, while the US has been in inflation. Yet despite this stark divergence, the CNH has still depreciated more than 10% against the US dollar. This combination — falling relative prices in China and a weaker currency — has made" / X This really is a must follow story Japan’s Takaichi Has Few Good Options to End China’s Backlash Defiant Maduro wields sword as he sends message to US France to reintroduce military service amid Russian threat | The Independent Trump condemns 'monstrous' shooting near White House - and says suspect is Afghan national Trump, After Call With China’s Xi, Told Tokyo to Lower the Volume on Taiwan Shanaka Anslem Perera ⚡ on X: "BREAKING: Nvidia Just Named Me in a 7-Page Defensive Memo to Wall Street A four trillion dollar company felt compelled to respond to a Substack analysis. Alongside Michael Burry. Here is what happened and why it matters: On November 23-24, Nvidia dispatched an unprecedented https://t.co/M2fqiGWY0T " / X Hedgie on X: "🦔HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no. OpenAI has committed to $250 billion in cloud compute from Microsoft and $38 billion from Amazon, bringing contracted compute to 36 gigawatts. Based on total deal https://t.co/lAzPelYCym " / X Autumn budget: investor headlines and reaction – The Armchair Trader Budget: OBR chief warns Reeves none of her measures boost growth Canada to Add New Tariffs to US Steel, Curb Foreign Imports Pentagon seeks to add Alibaba, Baidu, BYD to China military list, Bloomberg News reports | Reuters Gold holds gains on rising expectations of US interest-rate cut Michael Saylor’s Strategy Faces Nasdaq & MSCI Delisting as MSTR Stock Drops 57% Will Bitcoin’s Dive Threaten Michael Saylor’s Strategy? StockMarket.News on X: "Tether is a stablecoin which is basically a cryptocurrency designed to always be worth $1 USD. Think of it like a digital dollar that lives on blockchain networks instead of in your bank account. Tether started as a tool for traders to quickly move money without paying bank https://t.co/7qwrHmuYlR " / X

Markets : UK budget day, a day when everyone agrees taxes should rise, provided it is not their own, as mentioned last week, Kevin Hassett is frontrunner for the FED job (gold, silver rally since..), Nvidia wrote back against Michael Burry's claims, OpenAI battle is going to be messy and expensive, Trump considering firing Kash Patel, Oracle CDS higher still, markets remain rangy, choppy, no-mansland, Dec liquidity the key, FED Dec cut all but priced in already, BTC struggling, while GOLD and Silver are higher again.. CoreWeave and its accounting firm have never heard that GPUs are depreciating assets, and the H100 has dropped in value by almost 50% since they bought them. For them, they still believe each is worth over $40k Geopolitics : Donald Trump directed his envoy Steve Witkoff (who's grandfather was of russian descent. . meanwhile, a transcript showed how Witkoff advised Russia on how to pitch Ukraine plans to Trump, which Trump said was “standard negotiation.”.. . ) to meet with Vladimir Putin in Moscow next week as part of efforts to finalize a peace plan for Ukraine, US Rep. Salazar admits that the US is after Venezuela's oil Kevin Hassett is the frontrunner to be the next Fed chair , people familiar said. Treasuries rallied, pushing 10-year yields below 4% for the first time in a month. Hassett told Fox News he would accept the post if asked The US negotiated a 71% discount on Novo’s Ozempic and Wegovy drugs for patients on Medicare The OpenAI and Google battle is starting to look messy. the math is brutal: openai is burning $8.5B yearly with a $7B loss coming and a 38x revenue multiple, while Google has unlimited funds, custom chips, and unmatched data/Thread This goes way beyond “flight logs.” Epstein was brokering influence between world governments, banks, and U.S. power players and there are documents proving it China’s Xi speaks with Trump by phone, discusses Taiwan and bilateral ties Bessent raises possibility of 4 Trump-Xi meetings next year Taiwan pledges $40 billion in additional defense budget to counter China Ukraine war: Trump says Russia ‘making concessions’ in peace plan GOP Rep. Salazar Says U.S. Is 'About To Go In' Venezuela: 'For Oil Companies It Will Be a Field Day' Trump Considering to Fire Kash Patel, Report Says (3) OSINTdefender on X: "Partial readout released by Bloomberg of the leaked phone call last month between U.S. Special Envoy Steve Witkoff and Russian President Vladimir Putin’s top foreign policy aide, Yuri Ushakov, in which Witkoff attempts to coach the Kremlin on how to more easily coerce President https://t.co/45Wl6uF3Dx " / X Consumer confidence hits lowest point since April as job worries grow Minimum wage to rise again from April to £12.71 for over-21s - BBC News Heathrow Airport's £33bn third runway plan chosen by government | UK News | Sky News Liz Webster on X: "🔺Labour is drowning in Budget misery while refusing to fix the root cause 👉➡️🤜Brexit. ‼️Reeves can tweak taxes all she likes, but until we restore frictionless EU trade, the UK stays stuck at the bottom of the G7. 💔The data is overwhelming: Brexit has cut UK GDP by 6–8%. https://t.co/By5awPVNkt " / X Bitcoin's temper tantrum: Is this all about the Fed? – The Armchair Trader Gold holds steady as dovish Fed signals and soft US data lift rate-cut bets Singapore Lowers Barriers to Physical Gold Inside the Network: Epstein, Modi, JPMorgan, and the Global Power Web They Tried to Bury (3) Hedgie on X: "🦔Nvidia wrote to Wall Street analysts to push back against Michael Burry's claims that the company is inflating revenues through circular deals. The chipmaker insisted it "does not resemble historical accounting frauds" like Enron and that its business model is "economically" / X OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates Rohan Paul on X: "The OpenAI and Google battle is starting to look messy. the math is brutal: openai is burning $8.5B yearly with a $7B loss coming and a 38x revenue multiple, while Google has unlimited funds, custom chips, and unmatched data. Beyond technology, Google possesses everything from https://t.co/vh1QB75Ok2 " / X Kakashii on X: "CoreWeave and its accounting firm have never heard that GPUs are depreciating assets, and the H100 has dropped in value by almost 50% since they bought them. For them, they still believe each is worth over $40k. I also still believe my old iPhone X is worth $1000. https://t.co/bqqidHiJJ2 " / X

Markets : Michael Burry is standing by his criticism of Nvidia, Bardella Poised to Make History in 2027 French Elections (ahead in polls), OpenAI is now running ChatGPT on Google TPUs!, Meta to use TPU's, NVDA said 'it's not Enron, in private email memo refuting accounting questions'', equity markets seems to be in a place where neither the bulls nor the bears have a strong view, all about December liquidities now, FED cut all but priced in Dec too now after Williams, FX pretty quiet too... GOP Rep. warns mass exodus of House Republicans is imminent: “Morale has never been lower” Trade : Xi Jinping spoke to Trump in their first call since the trade truce, pressing the US president on Taiwan. Trump said he agreed to visit Beijing in April and invited Xi for a state visit next year. Japan PM Sanae Takaichi said Trump briefed her on his call with Xi, | Geopolitics : Russia and Ukraine bombarded each others’ territories, just hours after Donald Trump sent an upbeat signal on prospects for a ceasefire deal, US holds Russia-Ukraine peace talks in Abu Dhabi. Army secretary Dan Driscoll meets delegations from Kyiv and Moscow in push for deal to end Kremlin’s invasion The EU ruled out easing its tech rulebook, rejecting Howard Lutnick’s call to change its digital regulations for lower steel and aluminum tariffs India's eternal obsession with gold lifts imports 200% in October Taiwan PM sends 'clear' message to China after Xi's call with Trump GOP Rep. warns mass exodus of House Republicans is imminent: “Morale has never been lower” Week Ahead: The Budget of low expectations – The Armchair Trader One Fed official may have saved market from another rout. Why John Williams' remarks matter so much Bardella Poised to Make History in 2027 French Elections | Politics UK budget tests Labour govt's credibility Alphabet’s stock rises as possible Meta chip deal highlights new twist in the AI trade The AI Blackwood Magic: NVIDIA Earning Beats Amazon to spend up to $50 billion on AI services for U.S. government Foreclosures Surge 32% Nationwide as Americans Fall Further Behind Michael Burry Shuts His Fund and Launches Newsletter to Speak ‘Freely’ | Observer Shanaka Anslem Perera ⚡ on X: "THE GREAT DEFECTION HAS BEGUN OpenAI is now running ChatGPT on Google TPUs. Read that again. The company that made Nvidia a $5 trillion empire just started paying its greatest rival to power inference. This is not a rumor. This is June 2025. This is happening. Why would https://t.co/yTot0ZuGDM " / X The one upon a time European darling.. Novo Nordisk shares fall after Alzheimer's drug trial fails to hit target Nigel Farage says alleged racist comments were not made in 'hurtful or insulting way' - Yahoo News UK