top of page
Search

Trudeau / UST 10's 4.62% / BoJ fresh reminder on rates / EU NatGas reserves sharply down / FOMC minutes next

  • Writer: Stéphan
    Stéphan
  • Jan 6
  • 3 min read


  • Week ahead : FED minutes, NFP Friday to provide first labor statistic, inflation will be more about what Trump actually does on tariffs, and when, can0t have his cake and eat it ! namely reduce immigration by 10mio, introducing beautiful tariffs and have lower inflation...choices will have to be made >>> after the big democratic year in 2024, many 'muddled through', now comes the real volatility, first Trudeau to go, Trump will have to deliver his promises, Musk will only bring more vol (everywhere..), German snap election, Austria, Slovakia, Ukraine, Africa and Middle east region now sees the impact as choices have to be made both economically and geopolitically

  • UST 10's 4.62%, while Chinese equivalent hits 1.6%, will China's problems - deflation, export themselves to the U.S, Europe.. ?

  • Europe depletes Gas Inventories at fastest rate in 6 years ahead of winter

  • Reserves at Fed sink below $3 Trillion to the lowest since 2020

  • Musk does U-turn on Britain's anti-immigration Farage after disagreement

  • Canadian PM Justin Trudeau expected to announce resignation in coming days

  • BOJ’s Ueda sends fresh reminder to bankers on raising rates

  • Morgan Stanley discusses potential macro surprises for 2025, one of them being a possible revival of demand for US Treasuries.  It notes that banks see a compelling case for Treasuries due to positive carry, and pension funds may move into Treasuries from equities as they are fully funded, allowing them to de-risk

  • US set for IPO comeback as private equity firms seek to offload holdings

  • FT - Evan Medeiros of Georgetown reports that Xi and China are ready for Trump and his nationalist/ protectionists policies this time around. China isn't alone -- the EU also spent the fall gaming out a second Trump term


 






Let's hope we don't get a super cold and long winter then



Musk does U-turn on Britain's anti-immigration Farage after disagreement the love story didn't last long, just goes to show how 'volatile' that man is.. (Musk that is..)

Nigel Farage responds to Elon Musk ’Tommy Robinson is not right for Reform and I never sell out my principles’






MicroStrategy announces that it is targeting a capital raise of up to $2 billion through one or more public underwritten offering of perpetual preferred stock which will be senior to our class A common stock – the purpose of the Offering is to allow MicroStrategy to continue to strengthen its balance sheet and acquire more bitcoin. The Offering is expected to occur, if at all, in the first quarter of 2025. However, the decision whether to proceed with and consummate the Offering is in MicroStrategy's sole discretion and is subject to market and other conditions – Briefing







 
 
 

Comments

bottom of page