Japan and the US have reaffirmed their agreement not to manipulate FX rates. Yeah, right.

Ex-Goldman CEO Lloyd Blankfein warned the U.S. is “due” for another crisis, pointing to hidden risks in credit markets such as narrow spreads and leveraged private credit. Stays 100% in on equites though.

Saudi Aramco secures $10.3B for Jafurah gas project, boosting reserves & production amid rising global energy demand.

US immigration crackdown risks $350B SK investment. Visa hurdles & raids may deter foreign capital, impacting manufacturing growth.

Peru slashes rates to 4.25% as inflation hits 1.11%! Economic growth at 4.5% may limit further easing.

Bessent will meet with Chinese officials, in Madrid next week US Treasury Secretary Bessent

JAGTX fund up 136% since Oct '22! Manager bullish on TSMC, CDNS, KLAC, MELI for AI growth. High returns, strong positions.

China is not happy with the super-high tariffs Mexico has placed on it now Mexico slaps 50% tariffs on Chinese cars amid U.S. pressure