IEA crude report / JPN infl up / Gaza ceasefire / DAX ATH's, QQQ ⏫ strong NFP-mild CPI / Bessent today!
- Stéphan
- Jan 16
- 3 min read
Scott Bessent's confirmation hearing today will probably be more important for the bond market than any other data >> No doubt there will be some talk about his favoured issuance strategy
Gaza ceasefire deal reached by Israel and Hamas, the hard work starts now though
Markets : a strong employment data last Friday and now a slightly softer U.S CPI (PPI), doesn't get much better for markets in short-term, however in Japan, we got higher PPI YoY in Dec at 3.8% >>> DAX well above ATH's, EUR50 following, NASDAQ right back at levels the bears don't want to break, bulls will rejoice if we do
Fed’s Williams: Mon policy ss Data-Dependent in Highly uncertain environment, is ‘well positioned’ for Economic Outlook
IEA report : Global oil demand rose seasonally in 4Q24, posting robust annual growth of 1.5 mb/d – the strongest level since 4Q23 and 260 kb/d higher than our previous forecast
French nuclear generation climbs to the highest level in almost six years, compensating for lower wind-power output in western Europe #URA
BlackRock assets climb to $ 11'550'000'000'000... $11.5 Trn..
DoubleLine’s Gundlach says the Fed looks like Mr. Magoo, focuses too much on 'short-termism'
VanEck : Gold stocks seek to reconnect with gold in 2025 #GLD
UK must rejoin EU customs union, says Lib Dem Davey - Bank of England's Taylor Says It's Time to Cut Interest Rates
German gross domestic product, full year 2024 German economy contracts 0.2% in 2024 in second consecutive annual slowdown
Oil Market Report - January 2025 – Analysis - IEA >>> The IEA Oil Market Report (OMR) is one of the world's most authoritative and timely sources of data, forecasts and analysis on the global oil market – including detailed statistics and commentary on oil supply, demand, inventories, prices and refining activity, as well as oil trade for IEA and selected non-IEA countries
129. How Serious Is The UK’s Debt Mess? — The Rest Is Money — Overcast Steph (no not me.. )and Robert are joined by Dr Gerard Lyons, an influential economist and Bank of China board member, to discuss whether Rachel Reeves is wise to ask China to invest in the UK, whether the Chancellor will need to come back for more tax rises later this year and what he really advised Liz Truss to do >>> very good overall view on UK and rest of the world policies, GL is a very sensible speaker
If you won't some decent GDP coming back fairly swiftly, then yes
2025, The Year of Reckoning and Disruption – The Armchair Trader 2024 was a year with many surprises, as has been usual the last many years. 2025 looks to become even more interesting, volatile, and maybe chaotic, which is why I choose to label the year 2025 as The Year of Reckoning and Disruption
Sven-Goran Eriksson died millions of pounds in debt Discusting, again, sadly happens to far too many folks, there is no shortcut to finding a trusted adviser !! we keep it simple, for various many reasons, primarily because our clients asked us to do so
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