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Writer's pictureStéphan

Google's Willow / RBA unch / China : after #NVDA / Syria latest, RU implications / SPX500 gamma wall 6100

  • China may raise its budget deficit to the highest in three decades and make the deepest interest-rate cuts since 2015 following the boldest stimulus signals from its top leaders in years, according to economists >> market faded quickly AUD, HSI moves from yesterday

  • China targets Nvidia with antitrust probe, escalates US chip tensions >>> getting ready for tariffs talks with Trump..

  • RBA kept interest rates at 4.35 per cent, the message was clear—we’re not out of the woods in sustainably returning inflation to target, bit of a dovish hold..they say

  • Qatar-Turkiye gas pipeline >>> is that what it was (nearly) all about ?

  • Terrorist’ label of Syria’s new rulers will need to be reconsidered, says UN envoy

  • The S&P 500's Dividend Yield has moved down to 1.2%, the lowest since 2000 >> The cost to hedge a portfolio with 1-month S&P 500 options has only been lower during 2 short periods in the last 30 years, AND SPX500 top 6100 call ''JPM gamma wall''

  • Rachel Reeves wants EU relations 'reset' to drive economic growth, she will be the first Chancellor to attend the Eurogroup meeting of EU finance ministers since Brexit

  • Thames water : Privatizing profits and socializing losses

  • BoJ's unexpected speech schedule lifts January Rate Hike Views – Bloomberg

  • FT-“Investors’ “relentless” appetite for juicy returns has triggered the biggest boom on Wall Street in complex financial products since the lead-up to the global financial crisis in 2007. “, the kind of things that makes you go 'humm'

  • Nvidia under investigation for a possible violation of the Antimonopoly law

  • ''Google’s new quantum chip ‘Willow’ beats supercomputers by 10 septillion years''

  • FT-Merkel-worship was liberalism at its worst ...The FT person of the year in 2015....


 



USDollar '' a new set of structural pressures has brought the US dollar to a critical juncture''



BoJ Dec meeting not really in play, but you just never know, only 6-7tics prices







Biggest mismanagement his history, quite a disgrace TBH - one of the best example of ''Privatizing profits and socializing losses''




Merkel-worship was liberalism at its worst The Financial Times person of the year in 2015....




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