MLK day / WEF starts / Trump sworn in >> execs orders, coins! unlock new powers! markets will react swiftly

Stéphan

Jan 203 min read

Week ahead : MLK day, WEF and Trump inauguration, could be pretty wild, fast & furious : Policy announcements from Donald Trump’s inauguration speech and the first days in office will have significant market implications (markets will adjust swiftly..), you want to be on Truth Social ! this is where the U.S govt will communicate from. This President, we know, does things his own way, the coins this weekend were quite something (on inauguration eve, leader of the free worls, this is what Trump is focused on?) ! 100 executives orders, tariffs (big and bold or gradual, we shall see), somehow markets as we stand, think that Trump will not do anything to upset markets, thus beware, expect things to be more volatile this week, either way >> ''mass deportations, crypto regs, UKR/RU war to end within 2days!, Israel (Trump already winning!..), tax cuts, reduce deficit, foreign policy in general could be wild etc
Trump to Declare National Energy Emergency, Unlocking New Powers - President-elect Donald Trump plans to invoke emergency powers to boost domestic energy production and reverse President Joe Biden's climate change actions. Trump's actions will aim to increase oil and gas development on federal lands, roll back climate regulations, and reorient federal policy to support fossil fuels. The emergency declaration could unlock special powers to direct energy production, transmission, and transportation, but its specific use and effectiveness are unclear
IMF warns Trump's plans could backfire on the US
Goldman Sachs CEO says that AI can draft 95% of an IPO prospectus “in minutes.”
BoE delays Basel bank capital rules by one year
Majority of BOJ board members likely to vote for rate hike this week >>> all but priced though near 23bps or so
Davos 2025 is about growth, growth, growth
#XAGUSD : swapping futures contracts for the actual physical asset at record levels