Markets360™
@Markets360
#Charts mostly. Strategist #Bonds #Stocks #FX #Commodities. Global #Macro. Nothing here should be construed as advice. Do your due diligence!
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AI is helpful → helpful feels trustworthy → full access granted. It's not that people don't know the risks. It's that "useful" quietly becomes "safe" in their heads.
Trucking spot rates are up $.61/mile since last May. The fact that this is happening in early February is remarkable, typically one of the slowest times of the year. Spring shipping starts next month and could bring one of the best markets that truckers have ever experienced.
Bold strategy Cotton... '22 LME nickel vibes anyone?
Forget silver… Who says fiat isn’t worth anything? Every current US 5-cent coin has more than 5 cents worth of copper and another 2.26 cents of nickel. 7.34 cents worth of metals for just 5 cents… Quite a bargain!
The biggest precious metals recycler in China, Rongtong Gold, is now offering Chinese consumers a buy-back price for #Silver at the USD equivalent of $128.52 per troy ounce (VAT-exempt), well above prevailing international #Silver spot price levels. #Gold #Silver
Europeans are piling into US stocks: European investors now own a record $10.4 trillion in US stocks. Ownership has surged +$4.9 trillion, or +91%, over the last 3 years. Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, the UK, now hold ~$5.7 trillion in US…
China will certainly control the rally in Chinese stocks
For years, investors in China’s stock market took comfort in an unseen backstop: the so-called national team, quietly deploying vast firepower to cushion selloffs and stabilize prices. The script flipped last week. bloomberg.com/news/articles/…
‘Our gold is no longer safe in the Fed’s vaults’ - German lawmakers and economists renew calls to repatriate sovereign gold kitco.com/charts/silver via @KitcoNewsNOW
Hello from Davos – What did I learn at this year's #wef26? 🇨🇭🏔️ It was my 13th time at the WEF, but I have never experienced intensity like this. After the departure of Klaus Schwab, many predicted the Forum would lose relevance. They were wrong. Between Trump’s arrival and the…
The world is not experiencing "dedollarization". It is living a de-fiat currency process, which is very different. Central banks are not selling Treasuries and buying euro or Chinese debt. They are buying gold and reducing ALL holdings of developed economies' sovereign debt,…
Actually a less reliable U.S. means Europe needs to buy a lot more Treasuries. They would need to hold more dollar reserves to self-insure against potential loss of FX swap access.
Treasuries could be Europe’s best defence for Greenland ft.trib.al/udKcPzJ | opinion
❄️Wrapping up Friday, all eyes are on the major winter storm hitting NYC this weekend. While local forecasts and the NWS are calling for 8-12 inches in the metro area, the prediction markets are signaling a potential beat on those numbers. Traders are pricing in a 52% chance of…
Scott Bessent brought up an eye-opening datapoint in Davos. Since 1980, the US has spent $22 trillion more on defense than all other NATO members combined. They preferred to ramp up welfare instead. That’s about two-thirds of outstanding US debt. Have you said thank you once?
United States Trends
- 1. #SmackDown N/A
- 2. Olympics N/A
- 3. #TheLastDriveIn N/A
- 4. #OPLive N/A
- 5. #DragRace N/A
- 6. St. John N/A
- 7. NDSU N/A
- 8. UConn N/A
- 9. #DISASTERSHOW N/A
- 10. Pistons N/A
- 11. Obamas N/A
- 12. Kit Wilson N/A
- 13. Malik Monk N/A
- 14. Andrea Bocelli N/A
- 15. Jordynne N/A
- 16. Lion King N/A
- 17. Rick Pitino N/A
- 18. Athena N/A
- 19. Scoot Henderson N/A
- 20. Giulia N/A
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