top of page
Search

Lack of a clear Trump plan >>> #USD breaking down technically / #GOLD up #GDX in focus for investors

  • Writer: Stéphan
    Stéphan
  • 1 day ago
  • 4 min read


  • Markets : USDollar breaking down major long-term charts (#EURUSD #USDCHF #DXY), GS & UBS (other will follow) revised GOLD price forecasts higher again (#GDX #SIL ETF's in focus still ! ). Equity markets have a relief rally on possibly delay in tariffs, but beware as confusion is huge and how on earth would you be planning new U.S investments if you were a CEO of a major corporation...most like all on hold..

  • Trump Team, effectively has NO plan, blatantly clear, no coordination, pure incompetence, split government (Bessent the real danger, if he resigns, then god bless big risk for further rapid BOND and USD losses, although the FED will prob step in eventually) and looks like Elon and Trump are headed for a messy breakup—and the split has already begun (Thread). Donald Trump has almost certainly started a battle he cannot win >>> the most striking thing is that Trump's fight with China, its allies and RoW ! he has managed to to position the U.S, in such a way that majority in the world , including most of the West, is rooting for China.. astonishing

  • Trump releases a new statement on tariffs: “NOBODY is getting off the hook for the unfair Trade Balances, and Non Monetary Tariff Barriers, that other Countries have used against us >>>> NOBODY, unless of course ALL Treasury holders decide to sell a few

  • UBS raises gold price from $3000 to $3500, Goldman re-raises gold target to $3,700 with a base case range topping at $3,950, possibly $4500 by end of 2025

  • Pension funds in Canada and Denmark are pulling back or hitting pause on their US investments, citing concerns over Trump’s unpredictable policy decisions

  • Beijing has suspended exports of certain rare earth minerals and magnets that are crucial for the world’s car, semiconductor and aerospace industries >>> China has a near universal monopoly on rare earth minerals needed for essentially all modern manufacturing. This is a major problem

  • CHART OF THE DAY: Drill, baby, drill doesn’t work at $50-a-barrel

  • China Southern Airlines is jettison its fleet of Boeing 787-8s—10 jets—for $550 million via a Shanghai auction

  • JPM on 20-year bonds: Most sensitive to balance-sheet and leverage constraints -- “dramatic” underperformance “is a worrisome sign that suggests that banks may be starting to become concerned”

  • Tim Cook explaining why Apple manufactures in China and not the United States. Hint: Tariffs won’t fix this/Thread

  • Italy is experiencing a comeback in Europe: S&P has upgraded Italy’s credit rating from BBB to BBB+, marking another win for PM Meloni

  • FT: Putin’s running out of money to fund his war in Ukraine. Urals crude fell to $50 per barrel, 28% below Russia's 2025 budget projection of $69.70

  • Farewell to Conventional Rockets–China’s New Plasma Engine Surpasses NASA’s Technology, BIG if true


 




The airline is replacing 10 yr old Boeings with Airbus jets. No sense paying 125% tariff on Boeing replacement parts. Expect Chinese domestic C919 jetliners also start to sub European parts for Boeing.











 
 
 

Comments

bottom of page