Ian Reynolds
Overnight
Trump Suggests Musk Found ‘Irregularities’ in US Treasuries [Bloomberg]
Trump Plans to Unveil 25% Steel, Aluminum Tariffs on Monday[Bloomberg]
China CPI January 2025
More bad news for the Chinese economy with input prices still falling and more tariffs to deal with.
Talk of Gold being revalued as markets remembered Scott Bessent, US Treasury Secretary, talking of monetizing assets on the US Government's balance sheet.
In the most markets are prepared for news as it happens and the volatility has subsided.
Breaking
Angry Brits cancelling their council tax payments after elections postponed: 'Not paying!' [Express]
Mexico accelerates easing with 50bp cut [Central Banking]
Precious Metals
Gold still climbing
Gold / USD Daily
Royal Mint says gold bullion sales at record high as investors flock to safe haven [Business Live]
Foreign Exchange
USD higher on tariff news
DXY Daily
Equities
Equity futures are slightly higher
US Equity Futures
Bitcoin
BTC continues to drift. There is a live YouTube tomorrow from U.S. House Committee with oversight of the financial services industry.
Bitcoin / USD Daily
Bonds
US markets quiet while JGB yields climb again
Japan 10 Year Government Bond Yield Daily
Economic Indicators Today
