FED: Economic activity is expanding strongly, but inflation remains elevated. Rates were held at 4%, with 2 members dissenting in favor of a 25 bps hike
Tonight’s Fed meeting is important, but I think Warsh’s comments matter more than the rate decision
If he takes a hawkish stance again, gold could fall further
South Korea’s KOSPI rose 4% today, with strong performance
The index is heavily weighted toward Samsung Electronics and SK Hynix, both major memory chipmakers
The semiconductor and memory stocks we highlighted are also showing positive signs for now
Brazil's 10Y Government Bond Yield is now pushing 16%!
That's a +300 basis point gain in a single day.
That would be like US mortgage rates going from 7% to 10% in a single day.
ING warns the euro could weaken further amid concerns over France’s debt, limited budget progress, and high energy prices, despite Moody’s maintaining France’s Aa3 rating.
Central banks, especially China, are buying more gold partly to hedge against US sanctions.
But replacing the dollar as the world’s reserve currency could take decades, if it happens at all.
Wednesday is a big day for global markets
The Fed announces its interest rate decision, followed by a press conference just 30 minutes later
Both could trigger major market volatility
Everyone chases the next big winner
But long-term investing is about managing a portfolio, knowing when to increase exposure, reduce positions, and lock in profits
That’s exactly what we do
Marathon Fusion claims its technology could turn mercury into gol
If produced at scale, it could pressure gold prices. But production costs and profitability remain uncertain, so there’s no immediate threat to the gold market
459 Followers 1K FollowingFocused on finding opportunities across SPY, QQQ and US growth stocks. Daily watchlists, market analysis and price-action ideas. Join on WhatsApp.
14K Followers 2K FollowingModern Global Macro Investor. Macro AI Systems Engineer. Macroeconomics. Markets. Fed Watcher. China Macro. AI. Computer Science. Opinions are my own.
59K Followers 250 Following@BlackRock CIO of Global Fixed Income | Emory and Wharton Alum | Go Orioles!
Lead PM for BINC, BSIIX, MALOX, MAWIX
Content intended for a U.S. audience
23K Followers 190 FollowingCounselor to the US Secretary of the Treasury —— (The opinions shared here are my own and do not necessarily reflect those of the US Treasury Department)
79K Followers 3K FollowingMD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
2.9M Followers 2K FollowingTrusted crypto media since 2013 · News, research, podcasts & more · Explore: https://t.co/6IsiPge7RR and https://t.co/M6iNuH76x7
369K Followers 574 FollowingIf you feel like buying me a coffee subscribe 🙏⤴️
I'm only on X. I'm not on other social media
Please do your own research before making investment decisions
273K Followers 1K FollowingPassionate about financial markets and startups.
Enjoyer of local AI, security fanatic and builder of things.
Working hard to make this world a better place.
2.7M Followers 605 FollowingOfficial X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
298K Followers 1K FollowingThe International Finance Corporation (IFC) is a member of the @WorldBankGroup focused on the private sector in developing countries.
25K Followers 907 FollowingWe provide technical assistance & training so countries can strengthen their economic institutions & growth. #IMFCapDev #IMFPartners
40K Followers 858 FollowingGateway to the @worldbankgroup's work on institutions #GoodGov, #GovTech, #OpenGov, #procurement, #AntiCorruption, public finance, accountability & more.
807K Followers 2K FollowingBreaking economics news and analysis from @business, the first word in global business and finance. Sign up for our daily newsletter: https://t.co/0m3cdbZZdY
115K Followers 1K FollowingEnhancing peace, security, and people-to-people ties between the US and the Middle East through dialogue, engagement and exchange.
2K Followers 504 FollowingThe Parliamentary Network on the World Bank & IMF provides a platform for MPs to advocate for increased accountability and transparency in development financing
3.8M Followers 872 FollowingOfficial World Bank Group account. Our vision is to create a world free of poverty on a #LivablePlanet.
Check: @BancoMundial, @Banquemondiale & @AlbankAldawli
810K Followers 20 FollowingProtecting investors, maintaining fair, orderly, and efficient markets, and facilitating capital formation. Led by @SECPaulSAtkins, 34th Chairman of the SEC
4.6M Followers 359 FollowingBringing together 191 member countries to improve lives through global growth and economic stability.
@FMIactualites @FMInoticias @IMFAfrica @IMFAsiaPacific
1.6M Followers 26 FollowingThe official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyou
245K Followers 1K FollowingReal time breaking news in the global financial markets. Stocks, Commodities, Forex, Indices, Economy, Technology and more. Official account: @investingcom