Strong NFP Friday + port strike ended : FED cut expectations felt like too much priced in..speed of rates cuts...>> Nov cut expectations immediately down to smalls below 25bps, USDollar pushes higher, yields and stocks up >>> it's about growth and markets liked it >>> FOMC on Wed, CPI on Thursday (Goldman sees: +0.10% headline m/m +0.28% core m/m +2.27% headline y/y +3.16% core y/y) and PPI Friday, then earnings season again and U.S election early Nov
#Lithium prices collapsed in recent months...RioTinto confirmed that it has approached Arcadium Lithium about a possible takeover, a deal that would make Rio Tinto one of the largest producers of lithium in the world
HSI 2.5y highs, that's a 30% rally since the shock and awe moves from China, GS says surging chinese stocks may advance another 20%, not good been a teacher in China : China demands schoolteachers hand IN their passports!
EU executive to adopt a 45% tariffs on Chinese EVs after vote
Trump threatens a 200% tariff on vehicles imported from Mexico, Donald Trump would raise the US debt by twice as much as Kamala Harris, report finds
Rachel Reeves to spare PE bosses top UK tax rate in compromise on ‘lorio tinto ophole’
Over the month, contracts for goods ‘Made in Germany’ declined by 5.8% in August after unexpectedly rebounding 3.9% in July, whaoo that's another big miss
SPX big picture 5750/5800 resistance, with most bullish views are for 6K into year-end, that all said most are guessing on geopolitics/crude, earnings, FED speed of cuts AND U.S elections coming up
Is your portfolio ready for the US election?
Ukraine-Russia war latest: Russian activist killed fighting for Ukraine as Kyiv receives first Dutch F-16s (msn.com)
Good grief another one underway
#lithium market alive again
When a restaurant gets a Michelin star: Customer expectations rise, employee wage demands rise, suppliers expect you to pay more, and the restaurant is more likely to go out of business in the ensuing years
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