Last month, 72% of all U.S. unwrought aluminum imports came from Canada:

🚨 Truflation February BLS CPI FORECAST: 2.8% YoY Inflation is expected to decline slightly, continuing the trend we predicted in January. But risks are mounting... 🔥 Tariffs Are a Big Wildcard – Trade tensions with China, Mexico & Canada could add 0.5%-1.0% to inflation,

GREENLAND ELECTION: Opposition party Naleraq is leading the early results. Naleraq wants independence from Denmark and favors cooperation with the U.S.

What’s better than $BTC? More.

Largest hedge fund 2 day degrossing in 4 years (almost 5%)

Porsche FY 24 Earnings & FY 25 Outlook: • Revenue: €40.08B (est. €39.41B) • Operating Profit: €5.64B (est. €5.55B) • Operating Return on Sales (ROS): 14.1% (est. 14.1%) • Dividend per Share: €2.30 (est. €2.14) • Sees FY25 Revenue Projection: €39B - €40B (est.

The European Union will impose counter tariffs on $28 billion worth of US goods from next month, the European Commission said, ramping up a global trade war in response to blanket US tariffs on steel and aluminum reut.rs/4hqiww7

Trade war etc etc

🇯🇵#IMPORTANT BOJ GOVERNOR UEDA: BOJ READY TO CONDUCT BOND-BUYING OPERATION NIMBLY IN EXCEPTIONAL CASES WHEN LONG-TERM RATES MAKE IRREGULAR MOVES. #JAPAN $USDJPY mktnews.com/flashDetail.ht…

German Green’s (EcoMin) Habeck Rejects Debt Reform To Fulfil ‘Election Promises’ - In Germany, It Would Make Sense To Talk About Security Issues And Ukraine Support, They Should Be Separated From Infrastructure Talks

five years ago today

Full breakdown of today's CPI in charts (courtesy of ECAN)

So Nvidia is Coreweave's second biggest customer. Nvidia invested $100M in Coreweave, allocated them chips when they were a scarce commodity, and committed to spending $300M/year renting back their GPUs from Coreweave.

For the first time in 2 years, investors now require a higher premium to hold U.S. Junk Bonds than European Junk Bonds 🚨

JPMorgan CEO Dimon: I am seeing some weakening in the economy and negative sentiment.

Bloomberg: Brevan Howard Slashes Traders’ Risk-Taking as Losses Exceed 5% 🚨

Top 10 selling drugs globally in 2024 1. Keytruda (Pembrolizumab) – PD1 inhibitor (for cancer) 2. Ozempic (Semaglutide) – GLP1 receptor agonist (for obesity/diabetes) 3. Dupixent (Dupilumab) – IL4/IL13 inhibitor (for atopic/eosinophilic conditions) 4. Biktarvy

BTW we’re closing in on total trade war retaliation against the US hitting $200B in American exports (Retaliatory tariffs against roughly $30B from China & $20B from Canada are already already imposed, $110B is scheduled from Canada & $30B is scheduled from the EU)

Volcano near Anchorage, Alaska could erupt in the coming weeks or months, monitor says bnonews.com/index.php/2025…

Markets now pricing 5 Fed rate cuts before end of the year