Good news from Trump for India!

India and the US are close friends and natural partners. I am confident that our trade negotiations will pave the way for unlocking the limitless potential of the India-US partnership. Our teams are working to conclude these discussions at the earliest. I am also looking forward

#Oracle’s market value surged by $200bn after disclosing nearly half a trillion dollars in contracted but not yet recognized revenue. With a market cap of $881bn, Oracle is now the world’s 12th-largest company. Founder Larry Ellison’s fortune has jumped to $295bn, making him the

🇪🇺 🇨🇳 🇮🇳 🇺🇸 EU is unlikely to hike tariffs on #India, #China at Trump's request – Reuters reuters.com/world/china/eu…

🚨 US 10-year yield drops below 4.0%! While many were calling for the US 10-year Treasury yield to hit 6% or even higher, it decided to move in the exact opposite direction.

Stablecoins show promise as a cheap crossborder payment alternative but lack safeguards such as central bank support and deposit insurance. It’s important we balance risk and reward, as the latest F&D magazine explains. Finance Changed, Risks Didn’t. imf.org/en/Publication…

Good Morning from Germany, where bonds markets are demanding ever-higher term premiums. The 10y real yield is now nearing 1%; its highest level since 2011.

S&P upgrades #Spain: Rating raised to A+ from A, outlook stable. The agency cites strong growth prospects, supported by a resilient export sector and a booming job market. Immigration (mainly from Latin America), higher investment, and earlier reforms are fueling employment and

OUCH! Fitch cut #France to A+ from AA-; Outlook stable.

🇺🇸 VICE PRESIDENT OF THE US SAID, “#BITCOIN IS A STRATEGICALLY IMPORTANT ASSET FOR THE USA.” THIS IS ABSOLUTELY WILD!!!

CHINA IS RAPIDLY SHIFTING AWAY FROM THE DOLLAR, WITH NEARLY A THIRD OF ITS TRADE NOW SETTLED IN RENMINBI.

The Fed is about to make a major policy mistake by cutting interest rates into rising inflation. Gold and silver have broken out, with the rally finally confirmed by mining stocks leading the way. Yet instead of breaking out, Bitcoin is topping out. Time to change horses HODLers.

There is an uncomfortably high 48% probability that the U.S. economy will suffer a recession in the next 12 months. That’s according to Moody’s recently unveiled leading economic indicator, derived using a machine learning algorithm on our extensive databases. It’s less than 50%,

Gold miners are printing money. Margins have never been this fat. And yet… most gold stocks are still trading like it’s 2015.

France is a complete mess. IMF may have to bailout France if the French Parliament continues to block any reforms. Expect gold to continue to rise in price in euros. Got Gold?

The stock market is incredibly hot: Since 1975, there have only be 6 times where the S&P 500 rose +30% or more in 5 months. 2025 is one of those times. In 100% of these cases, the S&P 500 has ended higher in the following 6 and 12 months, per Carson Research. In fact, during

Global Inflation Rates... bilello.blog/newsletter

🚨JUST IN: GOLDMAN SACHS EXPECTS A WAVE OF RATE CUTS TILL RATES REACH 3.00-3.25% • 3 cuts in 2025 (Sep, Oct, Dec) • 2 more in 2026 BULLISH!!! 🔥

🇨🇳 #Housing | #China's home prices extend decline, more policy support needed – Reuters *New home prices fell 0.3% MoM in August, matching July's decline and extending a weak trend that has persisted since May 2023. reuters.com/world/china/ch… *NBS link (Chinese):

🚨 TRUMP: "TOO LATE" MUST CUT INTEREST RATES, NOW, AND BIGGER THAN HE HAD IN MIND. HOUSING WILL SOAR!!!