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Writer's pictureStéphan

$ 35.75 trn new record / Druck's interview / Intrum! / GOLD new highs / Xi & Modi at BRICS summit next week



  • Markets : China's PBOC launched a swap facility designed to boost their equity market, GDP was slowest swince early 2023 (hence all the action lately, they will keep doing it till they achieved what they need-want), Netflix was a beat, GOLD new highs $2700 (irrespective of higher UST yields and stronger USD lately..), UK retail sales up

  • Gold has quietly outperformed all year, up almost 40% last 12mos, steadily gaining value despite the gyrations in bond yields or inflation expectations #GDX got room and eventually #XPT #XAG and #SILJ will catch up

  • #PLAT Platinum is 30 times more rare than gold

  • PM Modi to attend BRICS Summit in Russia with China's Xi also around next week

  • Druck's interview below - well worth 20mins of your time

  • $500B was added to the national debt in just the last 3 weeks… half a trillion in just 3 WEEKS >>> U.S govt out of control, elections!

  • Intrum Europe's biggest debt collector, said on Friday it will file for voluntary Chapter 11 bankruptcy protection... 'oh the irony!'

  • JPMorgan Chase is winning the AI banking race — and its lead is getting bigger. JP Morgan says the financial markets are pricing in a Donald Trump victory and the possibility of a Congressional Sweep - indeed (though it could all go ''LizzTruss way'', beware what you wish for, volatile it will be, in everyway going into Dec) >>> #duration under pressure UST's

  • The ECB said they are expecting inflation to rise again before declining to target next year ..Christine talked just about any possibilities of what may or may not happen..

  • Nearly 11,000 North Korean Troops In Russia Preparing To Enter The Fight Says Ukraine’s Spy Boss

  • UK Treasury hints at debt rule change to fund major projects


 


GYOW 3.0 - 20" Brand | Wayfair (youtube.com) Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia - well worth listening to


You jut couldn't make this up...














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