markets
This is what most Trump supporters voted for.
The coalition plans to launch a larger campaign in 2026 for mandatory rehab after repeated public safety offenses.
“That year, Yu Lei told me things couldn’t go on, that the debt was too big — we might as well declare bankruptcy...”
“This case underscores the Chinese government’s sustained and aggressive effort to infiltrate our military and undermine our national security from within..."
So much for that negative ADP print.
Treasury’s willingness to fund more at the short-end of the yield curve will further compromise the Fed’s independence and increasingly leave monetary policy de facto in fiscal hands. The dollar will be a casualty, and the yield curve will steepen.
Equities are holding up very well while volatility is cratering, a rosy scenario that suggests either everyone is hedged or complacency is creeping.
"The desk thinks that either overly hot or cool readings could lead to market stress, as hot readings would take rate cuts off the table while low readings could signal further worries about the state of the economy." - Goldman
Progress ahead of the July 9 deadline.
The number of questions on the driver of the momentum shift was significant … it’s clear that investors are long this factor...
“We think that we are going to find hundreds if not thousands of people that have been part of this scam...”
“No decent footpath but rules like Sweden...”
While diversification may be coming at some point, China looks slated to remain the dominant force in rare earths for the time being...