Taiwan will invest $ 250 billion in U.S. chipmaking under new trade deal
The U.S. and Taiwan have reached a trade agreement to build chips and chip factories on American soil, the Department of Commerce announced Thursday. As part of the agreement, Taiwanese chip and technology companies will invest at least $250 billion in production capacity in the U.S., and the Taiwanese government will guarantee $250 billion in credit for these companies. In exchange, the U.S. will limit “reciprocal” tariffs on Taiwan to 15%, down from 20%, and commit to zero reciprocal tariffs on generic pharmaceuticals, their ingredients, aircraft components and some natural resources. Source: CNBC
US SENATE VOTING ON CLARITY ACT CANCELLED 🚨 Most people don't know the real reason behind this.
The Senate Banking Committee has pulled the vote on the Clarity Act after major pushback from the crypto industry, including Coinbase’s announcement that it won’t support the Crypto Market Structure Bill. Key points of concern: Stablecoin Yields Crushed The Act would ban interest payments on stablecoins, benefiting big banks by eliminating competition and protecting their deposit monopoly. Tokenized Equities Restricted Tokenized stocks would fall under the SEC’s strict securities rules, effectively blocking peer-to-peer or DeFi-style stock tokenization. Permissionless DeFi Threatened AML/KYC rules would require identity verification and monitoring, undermining DeFi’s core principles of anonymity and open access.
The average price of electricity per Kilowatt-hour in the United States.
Source: Koyfin @KoyfinCharts
The Federal Reserve's 420 Billion Dollars Wall Street Bailout
The Fed has quietly delivered nearly HALF A TRILLION DOLLARS of no-strings-attached bank bailouts in the last few months, according to documents & data reviewed by @LeverNews . In all, the new bailouts are already 60% of the amount of the financial crisis TARP bailout. Source: David Sirota @davidsirota
BREAKING: U.S. stock market has wiped out $650 billion in market value this week.
Nasdaq -1.40% Dow -1.21% S&P 500 -1% While Bitcoin is up 7%. BTC has added $130 billion, and the total crypto market has added $190 billion this week. Remember the stocks are at all time high, while Bitcoin is still down -23% from its ATH of $126k. Source: Bull Theory
THE HOUSING MARKET JUST WOKE UP
The U.S. housing market is showing a sharp revival, driven by a 28.5% surge in mortgage activity last week. Triggered in part by President Trump’s plan for Fannie Mae and Freddie Mac to buy $200 billion in mortgage-backed bonds, the 30-year fixed rate briefly dipped below 6%, fueling demand. Refinances jumped 40% week-over-week (up 128% vs. last year), while total applications soared as long-idle borrowers finally acted. Economists note this reflects pent-up demand rather than just temporary post-holiday noise, signaling a potential broader market rebound. Is the sub 6% era back for good, or is this a temporary window? Source: CNBC
CPI Holds at 2.7% YoY as December Rebound Falls Short of Fears
The headline CPI print rose 0.3% MoM (vs +0.3% MoM exp) driving prices up 2.7% on a YoY basis (vs +2.7% YoY exp). Many expected a December pickup due to the unwinding of distortions from data-collection disruptions during the government shutdown, which amplified seasonal discounting in November. So the headline number is basically below most of “Whisper” numbers. Source: Charlie Bilello
U.S. Companies issued $95 Billion worth of bonds during the first week of the year, the highest weekly volume since Covid
Source: Barchart
