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BoJ behind curve, JPN CPI 4% #USDJPY / Mad week in geopolitics / Musk .. / German election next up

  • Writer: Stéphan
    Stéphan
  • Feb 21
  • 3 min read


  • Trump gives 3weeks ultimatum to Europe on UKR-RU, he will visit Fort Knox as well to check on the GOLD status (though Bessent said audit was done last year and all is well), going to be a lot of wheeling and dealing, Europe better step up and GET THINGS DONE, no more meetings !! and ''I cannot describe how strange Elon Musk’s CPAC appearance was'' see below..Elon Musk swung a chainsaw around on stage at the Conservative Political Action Committee as he met with Argentinian President Javier Milei and Steve Bannon...what is going on this week is properly NUTS...cold war kind of symptoms with different players....

  • Markets with all that is going on, pretty steady, slight downside in Europe and US, HSI continued to power ahead (BABA..), U.S defense sector softer (was overheated), FXland relatively quiet really, continue to think risk JPY stronger overall going forward. GOLD, we love it still, but perhaps short-term has become a little too 'obvious & thus crowded' by the X and momentum crowd..

  • OH and go and ask GPT or GROK..the following ''Type : ''who are the top 5 group or individuals spreading misinformation or fakenews on X ?'' ...

  • Germany’s chance for a revival. Election victors must confront economic malaise, external security threats and domestic tensions

  • Miliband’s net zero promises are false, Tony Blair’s think tank warns. Investing in green technology unlikely to reverse long-term decline of British industry

  • Morgan Stanley upgrades China to Equal-weight in its APAC ex-Japan and Emerging Market allocation.  It raises its target for MSCI China to 77 from 63, representing 4% upside from the close on February 19.  Morgan Stanley believes a structural regime shift is happening China, led by sustainable ROE recovery...here they come..

  • Trudeau : You can’t take our country — and you can’t take our game

  • Britain to offer EU youth mobility scheme in Brexit reset talks

  • French PMIs: weak domestic demand, weak orders, largest reduction in jobs in 5years. Weak pricing power also means rising input costs are not passed on to consumers

  • The EU is drawing up a list of troops and weapons it could provide to Ukraine/FT, get it done ! not next week, not next month, but yesterday

  • #USDJPY BoJ's Ueda is pissed off that JGB market is front running policy, he has forgottenhow it works...best get used to it !! >>> Since when was Japan's inflation higher than US inflation? NOW. Japan's headline CPI is 4% vs. US' 3%


 



So much going this week




Canada beats Team USA in overtime thriller to win hockey’s first-ever 4 Nations Face-off championship Trudeau : You can’t take our country — and you can’t take our game







#GDX done too little..mining gold is the license to print money now .. possibly other metals too sooner or later



Devastating report from Tony Blair Institute on Ed Miliband’s net zero nonsense. His claim that net zero will create hundreds of thousands of green industrial jobs vastly overstated









 
 
 

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