Trump starts his negotiations ! Plenty of time to hear counteroffers ! he does as most government do, negotiate, though he loves doing it for everyone to know and see. To Canada and Mexico, in an effort to force them to crack down on illegal immigration and drug smuggling into the US, to China until the government there blocks smuggling of the synthetic opioid fentanyl from the country
Trump Treasury Secretary pick Scott Bessent spoke on "Capital Allocators" podcast the day before the US election / Podcast below
Markets : MXN weakened approx 2% overnight, which is nothing compared to 2016 when it weakened 10%, USDCAD well above 1.40+ now, the arrival of Bessent though hit the 'debasement' trade a little (Gold, BTC etc)
OIL MARKET: JPMorgan releases quite a bearish view of the oil market for the next couple of years. The bank sees Brent averaging ~$73 a barrel next year and $61 in 2026. “Crucially, these forecasts assume that OPEC+ stays put at current production levels,”
SNB's Schlegel also echoed previous remarks that the SNB doesn’t exclude taking borrowing costs negative again if necessary
Joe Lonsdale / States and cities are hiding trillions in debt through accounting tricks that would land private sector CEOs in jail. Time to expose the scandal / Thread
MicroStrategy spends $5.4 billion buying another 55,000 bitcoins
Japan PM Ishiba calls on businesses for big wage rises next year
Marine Le Pen might be about to wreck the eurozone. France’s far-right presidential hopeful is threatening to cause economic and political turmoil by toppling Michel Barnier’s young government
UK stocks are set to outpace their European peers, according to some of Wall Street’s biggest institutions, with the London market seen as better placed to weather the fallout from Donald Trump’s tariff
Trump Treasury Secretary pick Scott Bessent spoke on "Capital Allocators" podcast the day before the US election. During this interview he stated the following: "I think we're in a long-term bull market in Gold. We're seeing reserve accumulation by Central Banks. I follow it closely. It's my biggest position. Even I was surprised when the Central Bank of Poland said they want to take their Gold reserves to 20%." Scott Bessent - Macro Maven - Capital Allocators – Inside the Institutional Investment Industry - Apple Podcasts #GOLD #XAUUSD
Gold Telegraph ⚡ on X: "IS THE UNITED STATES CONSIDERING A GOLD-BACKED TREASURY INSTRUMENT? 🇺🇸 Some interesting coincidences... “We are going to have to have some kind of a grand global economic reordering.” Scott Bessent, the incoming Treasury Secretary, is stepping into the spotlight to manage the https://t.co/LUFphhhRfb" / X
Anton Gerashchenko on X: "I recommend reading through. The overall picture is very telling. ‼️ Bankruptcies, losses, and optimization of the largest and most important enterprises and banks are happening in Russia. In 2025, Russians will face a new series of losses and bankruptcies. The reason is not https://t.co/79I6cT8RLQ" / X
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