February 6
S&P Oil FX Gold Silver 10Y USH
Week Ahead - Data delays from the partial US government shutdown resulted in both the US jobs report and CPI being released next week, set to impact both sides of the Federal Reserve’s dual mandate. Markets are currently pricing in around 58bps of Fed rate cuts this year, up from about 50bps earlier in the week.
10Y is 4.213%, partially retracing a 10bps drop in the previous session, as risk appetite returned to markets. Sentiment improved on Friday amid a rebound in technology stocks and preliminary data showing that the University of Michigan consumer sentiment index unexpectedly climbed to a six-month high.
S&P is up 1.75% | 2:10
Gold is up 3.75%
Silver is up over 9%
Dollar index is down 0.20%
AAA gasoline is up to $2.900 vs $2.815 a month ago
Did the AI Bubble Just Burst?
The one bright spot in the hyper-scaler space is Alphabet. Big Tech accounts for ~35% of the S&P 500’s weight. So, if these companies collapse, the overall market will follow. \\\ Big Tech to Spend $650 Billion This Year as AI Race Intensifies | Bloom
Kiev Thermal Plant Said to Be "Gone" in New Post-"Truce" Strikes | Simpl
As soon as the phony “ceasefire” ended. I call it phony because it has now essentially been shown that Putin never agreed to any ceasefire but rather what happened was, Trump lied and the Kremlin merely “humored” him since they needed a few days to prepare the next strike package anyway.
Trump Says US and Russia Should Negotiate New Nuclear Treaty Instead of Extending New START | Anti-War
How Arms Control Went Out The Window | Moon
What if Iran already has the bomb?
US “leave Iran now” warning resurfaces, but advisory dates back to January | Forex
Why is the Deep State Targeting DNI Tulsi Gabbard with Such Ferocity? | CTH
Mark Warner Finds Out DNI Tulsi Gabbard Has Puerto Rico Voting Machines | CTH
Vance To Lead Sweeping Anti-Fraud Task Force Investigating California | Debt
Feds Investigating Nike for Allegedly Discriminating Against White Employees | Insta
Jeff Bezos Just Taught Liberal Elites How Oligarchy Really Works
Bezos was feted as the savior of the Washington Post in 2013, now he's reviled for mass layoffs. But it's also Google who helped crush the paper. Liberal elites are starting to learn about oligarchy. As Louis Brandeis once said, “We can have democracy in this country, or we can have great wealth concentrated in the hands of a few, but we can't have both.”
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