Federal Reserve Waters down plan to Hike Capital Requirements for Big Banks amid Wall Street lobbying efforts (same in UK now too to it'll be global..) >>> some will argue about the FED's ''independence'' there >>> anyhow THIS and Jensen's bullish chat yesterday lifted #NVDA some 10%, which eventually lifted all corners of markets, turned JPY and CROSSJPY's etc >>> SPX500 was down 1.5% and finished up 2.5% et voilà
#USDJPY traded below ''Yenmargeddon'' levels around 141.00...until the Jensen impact kicked in
US Core CPI inflation: surprised to the upside, up to 0.28% m-o-m in Aug from 0.165% in July, no big 50bps cuts. Perhaps, the most absurd number in CPI is the cost of health insurance that has apparently declined 30% over the last 2 years >>> Core CPI inflation was unchanged at 3.2%
Oracle is going nuclear over growing demand for AI data-centers, and that's not a metaphor for Larry Ellison's mood
UK government designates data centers as Critical National Infrastructure
IF you follow Warren, #OXY is now trading BELOW Warren Buffett’s cost basis
Brussels explores Draghi option of extending up to €350bn in EU debt
Without additional funding the European Commission fears debt obligations will hobble the bloc’s spending power...always involved more debt..
"It is clear: Crimea and Sevastopol are Ukraine" - European Commission President Ursula von der Leyen speaking at the Crimea Platform Summit
Federal Reserve Waters Down Plan To Hike Capital Requirements For Big Banks Amid Wall Street Lobbying Efforts – IJR and now same in UK : Regulator set to postpone UK bank capital reforms until at least January 2026 (cityam.com)
This could be HUGE
UK government designates data centers as Critical National Infrastructure - DCD (datacenterdynamics.com)
Otavio (Tavi) Costa on X: "This is the annual gold production of the world's second-largest precious metals miner. The lowest level in more than 20 years, according to its most recent report. From this perspective, today’s environment closely resembles the 1970s. Back then, major miners shifted https://t.co/OpWbcnGqvN" / X
Israel-Gaza war live: UN chief condemns ‘violations’ of humanitarian law after six Unrwa staff killed in Israeli airstrike (msn.com)
Ukraine war latest: Russia claims capture of Donetsk Oblast village near Vuhledar, Kyiv doesn't confirm (msn.com)
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