Which countries receive the most H-1B visas
Source: Bloomberg
Scott Bessent signaled that the U.S. is prepared to support Argentina amid its economic crisis, viewing the country as a key ally in Latin America.
He outlined possible measures—such as swap lines, dollar purchases, and using the Treasury’s Exchange Stabilization Fund to buy Argentine debt—showing Washington’s seriousness. The support is linked to President Javier Milei’s reform agenda, which Bessent praises for its focus on fiscal discipline and growth. U.S. backing could stabilize the peso, restore investor confidence, and counter China’s influence in the region. However, it carries risks: taxpayer exposure, Argentina’s history of failed reforms, and the danger of dependency. Bessent stressed that U.S. aid will only come with expectations of real follow-through from Buenos Aires, making success dependent on Argentina’s political and economic discipline. Source: StockMarket.news
$NVDA Nvidia is investing $100bn into OpenAI OpenAI can then buy chips from Nvidia.
OpenAI can then buy chips from Nvidia. And rent capacity from cloud providers who buy chips from Nvidia? Sounds a bit like the new circular AI economy... Source: Wasteland Capital
All the Magnificent 7 stocks are now in positive territory for the year!
Source: Bloomberg, HolgerZ
The gold price is rising again.
It fell back briefly after last week's Fed, as markets digested a more complicated meeting than they had hoped for. But now we're back off to the races and gold is resuming its rise. As rightly put by Robin Brooks, "the world is running out of safe havens. Gold is the winner..." Source: Robin Brooks
Is Silver a pure AI play?
Note how Silver has been moving in sync with Global X Artificial Intelligence ETF $AIQ... Source: The Market Ear
The AI flywheel ?
Source: Trend Spider
Apollo’s Torsten Slok on US inflation: “72% of the CPI components are growing faster than the Fed’s 2% inflation target”
Source: Mo El Erian
