Project 2025 full steam ahead / The #AI ecosystem after Deepseek / UK on the move / FOMC up next tonight

Kung Hei Fat Choy / Gong Xi Fa Cai 2025 Greetings
Trump, so much going on it's hard to follow (and it's excatly what they want), BUT, it seems quite clear that Trump (and team) learned from many of his mistakes in his 1st term >>> #Project2025 outlined a lot of things that are going on now, power lies with administrative state, tweet don't do it, so clean house and implement their version of government, and it'll have its critics, but they will go full power forwards
FOMC : most predictable 'unchanged' in recent times, ALL about presser, guidance related to the 'dual mandate', which clearly is not full of tension with Trump's agenda
Wall Street still sees two rate cuts this year, but conviction is getting weaker, CNBC survey finds, On to you J Powell tonight
Why Trump's tariff threats have the Fed more worried than in 2018: Last time, nobody was used to raising prices. Now, after high inflation of 2021-23 (which the Fed misjudged as transitory), businesses and workers have more muscle memory around asking for higher prices & pay >>> very good point
Nvidia calls China’s DeepSeek R1 model ‘an excellent AI advancement’, DeepSeek R1 just got a 2X speed boost! The crazy part? The code for the boost was WRITTEN BY R1 itself! Self-improving AI is herenow , and now #BABA Alibaba releases AI model it says surpasses DeepSeek, and 4 free NVIDIA courses to help you master AI like ChatGPT and more (it get commoditized and is now free, good for users ok, but. more participants, falling costs, higher demand, more participants, lowers ROI's ..)
‘It’s a pretty good time to be in Oxford’ as an investor. Oxford University is attracting growing interest from overseas investors, helping spin-off businesses and start-ups, says a venture capitalist based in the city
The AI Bubble is reminiscent of the Dot Com Bubble excesses warns Bridgewater Founder Ray Dalio
France has discussed with Denmark sending troops to Greenland in response to United States President Donald Trump's repeated threats to annex the Danish territory, French Foreign Minister Jean-Noël Barrot said and 85 percent of Greenlanders don’t want Trump takeover, new poll says
Binance under investigation for money laundering, tax fraud, and drug trafficking in France >>> drugs!!?
Italy's Meloni under investigation over release of Libyan suspect
UK must rejoin EU customs union, says Lib Dem Davey, and Starmer vows to clear ‘regulatory weeds’ ahead of Reeves growth speech >>> STOP talking about it and get it done !!
Microsoft co-founder Bill Gates said Tesla CEO Elon Musk is "super smart" but may be guilty of "overreaching" when it comes to politics