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UST long-end breaking, no-confidence vote in Trump! / FED independence KEY / Winning ? USD, USTs, Eq down

  • Writer: Stéphan
    Stéphan
  • 11 minutes ago
  • 4 min read


  • FED independence is PARAMOUNT, ''supreme court Roberts nudges Fed closer to loss of confidence'', came out last night, the bond and USD reaction was clear..

  • Markets : UST long-end breaking #duration, plenty of rumours China and/or Japaan selling treasuries, it is big whoever it is..FED & Treasury better have a plan ready in case it really gets out of control #36trn .... #GDX gold miners are still the way forward! more than ever with cheap energy prices.. USD could really break down, trade / hedge via options going forward, it will be volatile, expect the unexpected, it could really get ugly, though I just can't see any of this last 90days, unless the rhetoric is properly toned down and adults enter the room to execute in a professional manner, we can hope, growth slowdown to be expected, no companies will make any major investment, they will wait for clarity.. Earnings reports will be missing a look of any kind of outlook, quite understandably (like after covid)

  • Gordon Brown calls for ‘economic coalition of the willing’ to tackle Trump tariffs

  • Fundamentally, the extreme tariffs on China are the exact same mistake as the sanctions on Russia and will have the same principal effect: to prove in the eyes of the world the impotence of the United States/Thread

  • Trade shake-up: Bessent leads on trade as Lutnick plays ‘bad cop’ — and Navarro is sidelined...was pretty clear by Wednesday!

  • Recent Fed paper on Treasury Market Dysfunction Summary .../Thread

  • Beijing Has Escalation Dominance in the U.S.-China Tariff Fight

  • “I would not back down from Trump, I would shove it on him very hard. That’s the only thing a bully really understands,he’s behaving like a Prussian authoritarian @Scaramucci

  • Merz : ''Germany is back on track', „Ganz einfach: Wir wollen Deutschland wieder an die Spitze bringen.“

  • China and the European Union have begun negotiations to eliminate EU tariffs on Chinese electric vehicles. As the US ramps up tariffs on China, the EU is attempting to reduce tariffs on China in an effort to build trade relations

  • Carney : Throughout our history, Canada and Europe have worked together to build up our economies and bolster our shared security. In this time of global uncertainty, we’re focused on making our relationship even stronger

  • JP Morgan's Jamie Dimon, just suggested that we are headed towards a recession that he thinks “we will see more credit problems than people have seen in a long time.”

  • UK : The PM will formally approve investment for the construction of Sizewll C in Suffolk , It will provide up to 7% of UK's energy at cost of around £20bn

  • Crude : after Wed's U-turn, it is telling us that growth is being re-priced/lower growth

  • Peter Navarro wrote 5 books and continually referenced his economic expert Ron Vara. Ron Vara is a fictional character....it's true...

  • §   Morgan Stanley maintains its base case assumption of a slow-growth/firm-inflation environment in its US economic outlook even after Trump enacted a 90-day pause for reciprocal tariffs.  This base case assumption is assigned a 55% probability; alternative scenarios include a 30% probability for a mild recession


 






WELL worth a read, Fundamentally, the extreme tariffs on China are the exact same mistake as the sanctions on Russia and will have the same principal effect: to prove in the eyes of the world the impotence of the United States. - In other words, Goldman Sachs—which can't exactly be characterized as being biased in favor of "communist China"—believe that tariffs will cost China 0.5% of its GDP and the U.S. 2% of its GDP: the U.S. will be hit 4 times harder!




This is not a coincidence, absolutely no doubt about insider there, Trump posts THIS IS A GREAT TIME TO BUY!!!.. Golden area of corruption, and insider trading.....then caves on tariffs hours later. Market surges. Middle-class investors who sold during the chaos lose big. Insiders win again. This is market manipulation to help his base profit. How is this legal or OK?







 
 
 

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