February 10
S&P Oil FX Gold Silver 10Y USH
S&P is up 0.21% | 12:16
10Y is rallies for second day to 4.148%, lower by 6.6bp
Gold is down 0.58% to $5,030
Dollar index is down 0.04%.
Yen rallies 1.09% to to 154.17
December retail sales stall at 0.0% vs +0.4% expected
Excluding auto dealers and gasoline stations, sales were also flat.
Employment cost index for Q4 0.7%
ADP private employers added an average of 6,500 jobs per week four weeks ending January 24
NFIB Small Business Optimism Index fell to 99.3 from 99.5
Democrats Reject White House Counteroffer on DHS reforms | PW
AAA gasoline is $2.901, up from $2.799 last month
Market is pricing 58 bps of easing by the Fed this year | Forex
Wednesday, nonfarm payrolls to increase by 70K vs. 50K prior, and unemployment to remain at 4.4%
Thursday: Jobless Claims
Friday: CPI consensus for core m/m is 0.3%; headline m/m is 0.3%
Headline CPI y/y would be 2.5% vs 2.7% prior
Iran Feeling Its Oats
Over the past two weeks, two important messages were conveyed to Iran, both of which were rejected.
One came from the U.S. and the other from Israel. The former was: “We [the U.S.] will carry out a limited attack and you should accept it; or at least, give only a symbolic response.” Tehran rejected this request, saying that it would consider any attack to mark the beginning of a full-scale war.
Israel’s message, delivered through one of the various mediators, was: “We will not participate in the American attack.” It asked Iran therefore, to not target Israel. This request also met with a negative response together with the explicit clarification that were the U.S. to commence military action, Israel would be immediately attacked
Trump admin to repeal Obama-era greenhouse gas finding in large-scale deregulation | Fox
The 2009 "endangerment finding" identifies six greenhouse gases that the Obama administration said pose "a threat to public health and welfare." That harm finding was then used to justify sweeping climate regulations from the Environmental Protection Agency (EPA), such as raising fuel economy standards and limiting power plant emissions, The Wall Street Journal reported Monday.
PM Sanae Takaichi of Japan is the woman globalists fear most | Surber
She woke up Monday morning with a veto-proof majority in their parliament. Takaichi is a pro-growth nationalist who is poised to ditch provisions that restrict Japan’s military. Ms. Takaichi is expected to move Japan farther to the right, responding to a recent populist wave that bears some similarities to Mr. Trump’s MAGA movement. She has embraced hawkish policies on China; pushed the message that “Japan is back”; played down Japan’s atrocities during World War II; and promised to more strictly regulate immigration and tourism. She is part of a new group of world leaders who are not dependents but actual allies because they can and will defend themselves.
Debt Rattle
* Senator Warner doesn’t want you to find out about what happened there in the 2020 election.
* It seems Gates and Epstein were much closer than it had been assumed.
* Orban has branded Ukraine an “enemy” for attempting to dismantle Hungary's energy supply
* Dems Melting Down Over Voter ID As DHS Shutdown Talks Hit Wall
You Can Now Get a PhD in China by Inventing a Product Instead of Writing a 100-page Dissertation | ZME
UK tightens immigration policy, three countries to take back illegal migrants after visa threat | Merco
Chagos deal wasn’t such a “great stupidity” after all, admits Trump | Merco
Insane "Super Bowl Tax": Players should block any future Super Bowls in California | Zero
Trump threatens to block opening of Ontario-Michigan bridge financed by Canada | Now
Epstein’s Records Destroy Official Narratives | QTR
Revelations are a paper trail of conspiracy theories turned conspiracy fact. An FBI document casually referencing a decoy dead body. An FBI agent physically removed a hard drive from the jail’s video recording system, wiping all footage from the period surrounding Epstein’s death. Not corrupted. Not malfunctioning. Removed.
The Epstein File: The complete story from start to 'Israel' | Alma
Will Musk’s moon pivot put SpaceX on collision course with China’s lunar ambitions? | SCMP
How the Takaichi era can save Japan | Asia
State spending in Argentina falls to lowest level in a decade to 14.5% of GDP | BAT
The Credit Markets Haven’t Read the AI Labs’ Roadmaps
These facilities were underwritten on the assumption that NVIDIA GPUs will hold economic value for five to six years.
Bots gone wild. Moltbook was launched so AI agents could talk to each Collap
They formed religions, invented drugs, built black markets, drafted constitutions, and tried to overthrow each other. Some bots founded churches. Others sold “digital drugs” — prompt injections designed to hijack rival bots. One tried to smuggle hostile code into a sacred text and seize control of a rival religion. You know. Normal, well-adjusted behavior.
So, to sum things up, we just built a miniature version of ourselves and acted surprised when it immediately turned weird, political, and hostile. AI didn’t invent religion, drugs, markets, or secrecy. We taught them how and they just did it faster.
We may need to create CopBots to stop the CriminalBots | Tribe
My guess is that in order to head off AI criminals, we will have to create AI cops. The CopBots will engage in surveillance of AI social networks in order to locate and snuff out the CriminalBots.
Treat bots as you would a Nigerian email correspondent and you will be okay.
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