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US recession odds have cratered from over 65% earlier this year to only 6% today.
Source: Anthony Pompliano @APompliano
Every deal, argument, or conflict has one secret weapon: communication control.
The FBI mastered it through decades of hostage negotiations. Here are FBI's 6 Secrets of Negotiation That Work in Business and Life: Source: Saheed @mrgroowth
Not really a signal of appeasement...
US Treasury secretary Scott Bessent has accused China of trying to hurt the world’s economy after Beijing imposed sweeping export controls on rare earths and critical minerals, hitting global supply chains. Bessent told the FT that China’s introduction of the controls, three weeks before US President Donald Trump is expected to meet his Chinese counterpart Xi Jinping in South Korea, reflected problems in its own economy. “This is a sign of how weak their economy is, and they want to pull everybody else down with them,” Bessent said on Monday. https://lnkd.in/e2YHBgxP
According to StockMarket.news
The same trader who made $192M last week thanks to almost perfect timing in his/her shorts on cryptos just opened another massive round of shorts on Hyperliquid reportedly over $160M worth. The timing is uncanny. Does he/she know something we don’t?
Negative spread for corporates vs. US Treasuries can indeed happen
Source Bloomberg
Key Events This Week:
1. OPEC Monthly Report - Monday 2. Fed Chair Powell Speaks - Tuesday 3. NY Fed Manufacturing Index - Wednesday 4. Philly Fed Manufacturing Index - Thursday 5. NAHB Housing Market Index - Thursday 6. ~10% of S&P 500 Companies Report Earnings The data blackout on the US government shutdown continues.
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