Morning,
Markets are off a little.
Gold up a lot.
Currency intervention in Taiwan and Hong Kong.
Bessent says Trump has secured more investment in 100 days than Biden did in 4 years, 100% true too.
US services still doing well.
Markets only pricing a single digit chance of a FED rate cut this week, i think the chance is higher but what matters is what Powell and the others on the FED think, not me or the Market.
A sunny 19C here, it's a bit cold but not too bad.
Antarctic gains most ice in ages, might be because the world is using and burning more coal then it ever has?
Happy Tuesday all.
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