top of page
Writer's pictureStéphan

Few elections coming up / Biden-Trump debate tonight / Quarter-end flows dominate / #AMZN $2trn #BTC



  • BoJ : will they, won't they #USDJPY >>> FWIW, FX interventions without back up on rates, look doomed, not to say they can't move JPY up 2-3-4% - anything is possible clearly, but wouldn't last long, similarly to what happened in early May this year

  • Elections ahead : 28th June in Iran, France 30th June and 8th July, UK on 4th July and of course tonight the big Biden-Trump show >>> and EU consumer conf, usual U.S data to watch (Jobless claims, final GDP, durable goods & U.S PCE tomorrow), Fed's Barkin tomorrow as well >>> equity rotation week so far, rates OATS etc in play, Mag7 benefit, rest softer (JPY, CHF, Russell etc), MICRON weaker after earnings last night

  • KKR Makes Its Biggest Foray Into Apartments, Betting on Rising Rents..

  • Biden administration touts lower costs for 64 prescription drugs

  • Bolivia coup attempt fails after military assault on presidential palace

  • Many Americans in new survey say Biden more personable than Trump, but not stronger

 





KKR Makes Its Biggest Foray Into Apartments, Betting on Rising Rents (msn.com) >> which stage of capitalism are we in ? find it hard to think this is good for the people..












#BTC better hold the 60K area for the bulls


31 views0 comments

Comments


bottom of page