Trump on China : 'we’re talking about a tariff of 10% on China, based on the fact that they’re sending fentanyl to Mexico and Canada, probably February 1st is the date', Trump Pushes for Early Renegotiation of U.S. Trade Deal With Mexico, Canada
ECB’s Stournaras: US Tariffs would speed up Interest Rate cuts in the Eurozone (..and thus weaken EURO overall)
OUTSIDE call : worth putting a slightly higher probability to and increased cooperation between Xi and Trump, a better relation between China and US, improved trade policies and reduced tariff risks as we go along, they both need better global growth
#GDX awakening slowly but surely..
Markets giddy up pretty much across board, ATH's in quite a few indexes and sectors, Chinese markets off a little overnight on 10% tariffs threat (which is a lot less than the once 50% or more that was bandied about) >>>but generally speaking same picture, stocks up and rates quiet, industrial metals up a bit, GOLD & BTC near or at ATH's too >>> all the market needs for 2025 is a stable to softer USD, and global growth migth well take off ! which is what 'they' all need ..see Norway PF comment below too..
Big Techs, Ai up again : Netflix up on strong earnings and SoftBank Group Corp., OpenAI, and Oracle Corp. are forming a $100 billion joint venture to fund artificial intelligence infrastructure
China's DeepSeek claims its reasoning model beats OpenAI’s o1 on certain benchmarks, it's almost as if someone had comne up with a mobile equal to the iPhone but was selling it for $50 instead of $1000 >>> it could be quite dramatic, some folks saying
Trump halts $300bn of green infrastructure, also instructed all federal diversity, equity and inclusion staff to be put on paid leave and eventually be laid off.
The UK has been ranked as the second most attractive country to invest in by global CEOs, behind only the US, as British CEOs feel confident about growth in the country’s economy... >>> been saying it for a while, read it again...
Trudeau says 'everything is on the table' to respond to Trump tariffs, "The impact on the US auto industry will be so bad," RBC Capital Markets analyst Tom Narayan says on President Trump's proposed Canada and Mexico tariffs. "We don't think they get implemented..."
China has silently put 'Industrial Sanctions' on India: Will New Delhi respond?
Russia warns Trump against seizing Panama Canal
NEXTA on X: "❗️ Trump will provide new sanctions against Russia Trump calls new sanctions against Russian Federation 'likely' if its leadership doesn't negotiate. The U.S. is studying the issue of continued arms deliveries to Ukraine. Further support for Ukraine will depend on dialogues https://t.co/UT9t9rkAV1" / X
Investors willing to go against the market in the coming months should consider selling US technology stocks and private credit, while boosting holdings in China, according to the head of Norway’s $1.8 trillion sovereign wealth fund
'''India has been playing the sanctions game from the middle. It buys sanctioned Russian oil and exports distillates to EU. It buys sanctioned Chinese solar components and exports solar panels to US. China is stopping the game'''
It's when nothing can go wrong.. that it is worth planning On Bubble Watch - The Memo by Howard Marks | Podcast on Spotify
Yahoo Finance on X: ""The impact on the US auto industry will be so bad," RBC Capital Markets analyst Tom Narayan says on President Trump's proposed Canada and Mexico tariffs. "We don't think they get implemented..." https://t.co/d1O8IutnW5" / X
Comments