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..