Japan’s Finance Minister Kato says the country’s massive U.S. Treasury holdings are on the table as leverage in trade negotiations, but adds that whether they’ll actually play that card is a separate decision. Quite the statement from Japan & a dangerous one at that & more so

Or you can turn into venezuela

So was that Trump’s data or Biden’s data?

Spooz to 7k I guess

The complacency we see today does bear some resemblance to February 2020, but there's also a crucial difference. Covid was a destructive economic force that was outside of any person's control. The trade war, in contrast, is a destructive economic policy that is entirely under

The irony of all this? Trump’s tariff threats are the very reason Powell won’t cut… take tariff %’s lower & you get your cuts, otherwise it’s in the hands of hard data. open.substack.com/pub/eliantcap/…

Week ahead 🎞️: ▪️ $PLTR $HIMS earnings Mon ▪️ $RIVN $DOCN $DDOG $TEM $SMCI $AMD $CPNG earnings Tue ▪️ 🚨 US Fed FOMC Wed ▪️ Consumer credit Wed ▪️ $MELI $DKNG $NET $SE $COIN $SHOP $PTON $TTD $AFRM earnings Thurs ▪️ 𝗙𝗥𝗘𝗘 newsletter: —> TheOneRead.com <— $SPX $QQQ

“What do Taiwan Insurers and Klaus have in common?” 🥹🙏 shrubstack.com/p/what-do-taiw…

More weak #’s out of China last night; Seems like only a matter of time before more stimulative measures are announced: China's officials including PBOC to hold briefing Wednesday on financial policy to support market.

INDIA PM MODI: INDIA AND UK HAVE SUCCESSFULLY CONCLUDED MUTUALLY BENEFICIAL FREE TRADE AGREEMENT For some historical context, these talks start on January 13th in 2022. That’s just over 3-years & on average, it takes 18-months to sign a trade-deal & 45-months to implement. The

House Democrats storm out of cryptocurrency hearing, alleging Trump 'corruption' - Fox

What trades first for SPX ? Now 5620

Bessent to meet with China lead economic official on May 8

It's been an interesting phenomenon seeing indices still off ATHs yet A/D (Breadth) continues to trek higher & make new highs

Austerity Deez Nuts

I guess that’s one down

Happy first trade-deal day everyone