USD - longs slowly being unwound/IMM data/Thread, peace talks, Draghi talking about need of BIG progress again (like 10y ago..) not soon, but last week, and German election looming
UKR/RU 'deal' . plenty of wheeling and dealing, Germany rehected Starmer's initial plan yesterday, countries split over deploying EU troops on the ground after peace deal etc. The presence of Kirill Dmitriev among the Russia delegation in Riyadh for the Washington-Moscow talks suggest that oil is going to be on the table. Perhaps in the form of US oil sanction relief, or as a quid pro quo opening Russian oil again for American companies, surely not a Yalta 2.0 been discussed!
Mark Rutte - Ready and willing. That’s my take from today’s meeting in Paris. Europe is ready and willing to step up. To lead in providing security guarantees for Ukraine. Ready and willing to invest a lot more in our security. The details will need to be decided but the commitment is clear
Xi voiced support for Jack Ma : Xi Jinping presided over a meeting with #BABA's co-founder Jack Ma and other entrepreneurs, signaling Beijing’s endorsement for a long-marginalized private sector now considered key to reviving the world’s No. 2 economy
Fed's Waller: Uncertainty over trade, other policies, shouldn't paralyze rate moves
Europe has effectively raised internal tariffs while lowering external ones - precisely the opposite of what a single market should do."/Thread
DOGE could save $16 billions by cancelling Elon Musk's SpaceX and Tesla subsidies, now that IS an easy win for folks in America..and Milei totally messedit up!.. Argentine prosecutors to probe Milei over 'cryptogate', why get involved with this... why..
« Sur le front : Faut-il avoir peur de nos glaciers ? »On « décône » avec nos glaciers !, amazing research/video
RBA dropped the interest rate 25bps to 4.1 per cent, after a 1year wait
UK Chancellor Rachel Reeves' attempt to intervene in a landmark case over controversial car loans has been blocked by the UK's highest court
Irish goods exports to US surge by 34%, I wonder why...
#GOLD after decades of most CB and investors dismissing gold, the world is now demanding an audit of Fort Know to verify it's actually there.. is that's not entertaining, and the Bessent video from 1y< ago well worth watching again
#SOL 3months lows and many other 2nd rate coins struggling big time, #ETH is about 30% off highs in Q1, even #BTC doing very little lately
U.S US auto loans serious (90+ days) delinquency rates hit 3.0% in Q4 2024, the highest in 14 years - the Financial Crisis recovery period
Are they doing a Yalta 2.0 ?
USD - long slowly being unwound..as expected... Ole S Hansen on X: "Speculators sold #USD at an accelerated pace in the week to Feb 11, leaving the gross long vs eight IMM futures down 15% to $26.5 bn. All the major currencies, except #EUR saw net buying led by strong demand for #JPY #forex https://t.co/BL2zjIjl8r" / X
Bessent- Video 1year ago - still worth a listen ... Braden Brock on X: "Bessent on the SGE, Oil for Gold, the Dollar, the Yen, Bitcoin, etc. “This Shanghai Gold Exchange — very interesting.” “We see India and China being able to pay for oil, which is the ultimate Dollar commodity, in Rupees and RMB.” “Gold can be a risk off, and a risk on asset. https://t.co/GhcVpC8zga" / X
''Xi's meeting with private tech titans goes beyond an alignment b/w the state & the private sector. It's part of a detailed tech security strategy by China's Central National Security Commission in "The Total National Security Paradigm (2022)," translated here for the first time''
Pharma companies and tax avoidance by US companies in Ireland's soaring trade surplus with the US...
OnlyFund on X: "Ok.. this is, by far, my all-time favorite structured product/derivatives blowup story ever... This blowup left some decent scars at the large banks, caused quite a headache to exotic/hybrid desks, broke volatility models, and taught an important lesson about cross-gamma..." / X it all blew up eventually as we all know, fascinating story, facts
Luis Garicano 🇪🇺🇺🇦 on X: "This Draghi piece is a quiet indictment on the @EUCommission's failrue on its core Treaty mandate: "establishing the internal market" & ensuring "free movement of goods, persons, services and capital." A thread with the facts adn saying the quiet part out loud 1/ https://t.co/4xUkGX4ocE" / X
Already ?..
Glacier melting quicker than anyone thinks, warmer at -3c 20m down through the rocks... when surface is -10c...conclusion... well i feel a lot less interested to own a property down the valley where the glacier is... amazing shitt... https://www.francetelevisions.fr/et-vous/notre-tele/les-programmes-a-ne-pas-rater/sur-le-front-faut-il-avoir-peur-de-nos-glaciers-39480
Fascinating video... facts
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