๐ ๐๐๐ง๐ ๐๐ฉ๐จ ๐๐ฉ ๐๐๐ฌ ๐๐๐๐๐จ: ๐๐๐๐ฉ ๐๐ค๐ซ๐๐ ๐ฉ๐๐ ๐ข๐๐ง๐ ๐๐ฉ ๐ฉ๐๐๐จ ๐๐๐๐ ?
๐๐-๐พ๐๐๐ฃ๐ ๐๐๐ฃ๐จ๐๐ค๐ฃ๐จ ๐๐๐จ๐๐
A preliminary agreement has finally been reached between the US and China! This understanding, which wards off an escalation of tariffs, brings a sigh of relief to global markets. China is committed to suspending restrictions on rare earth exports and increasing purchases of US agricultural products (e.g., soybeans). This "framework agreement" reduces uncertainty and boosts confidence, even if the crucial long-term issues regarding technology and the supply chain remain unresolved.
๐ ๐๐ค๐ฌ๐๐ก๐ก'๐จ ๐๐๐: ๐๐๐๐๐ฉ๐จ ๐๐ฃ๐ ๐๐๐๐๐ค๐ฌ๐จ ๐ค๐ฃ ๐๐๐ฉ๐๐จ
The Federal Reserve confirmed a 25 basis point cut to interest rates (3.75%-4.00%), a widely anticipated move driven by signs of economic slowdown and a weakening labor market. However, Jerome Powell's message was a mix of prudence and uncertainty:
โข โ๏ธ ๐๐๐ฉ๐ ๐พ๐ช๐ฉ (๐ฎ๐ฑ ๐๐ฅ)Defined as a "risk management move" to bring monetary policy closer to a neutral stance, balancing inflation and employment.
โข ๐ซ ๐๐ฃ๐ ๐ค๐ ๐๐ (๐๐ช๐๐ฃ๐ฉ๐๐ฉ๐๐ฉ๐๐ซ๐ ๐๐๐๐๐ฉ๐๐ฃ๐๐ฃ๐): The Fed announced it will stop reducing its balance sheet starting December 1st, a decision that injects liquidity into the system and serves as a cautionary signal.
โข ๐ฎ ๐พ๐๐ช๐ฉ๐๐ค๐ฃ ๐ค๐ฃ ๐ฉ๐๐ ๐๐ช๐ฉ๐ช๐ง๐: Powell cooled expectations for a December cut, stating it is "by no means guaranteed" and will depend on future data.
โข ๐ค ๐๐ฃ๐๐๐ง๐ฉ๐๐๐ฃ๐ฉ๐ฎ ๐๐ฃ๐ ๐ฟ๐๐จ๐จ๐๐ฃ๐ฉ: The decision was not unanimous, reflecting differing views within the Fed and operational difficulties due to a lack of official government data.
โข ๐ข ๐๐๐ง๐ ๐๐ฉ ๐๐๐๐๐ฉ๐๐ค๐ฃ: The mixed message (cut + end of QT, but no future promise) led to volatility. 2Y Treasury yields rose (reducing aggressive cut expectations), the US dollar strengthened, and Wall Street closed lower.
๐ ๐๐ผ๐๐๐๐๐๐: ๐ฝ๐๐ ๐๐๐๐ ๐๐ฃ๐๐๐ง ๐ฉ๐๐ ๐๐ฅ๐ค๐ฉ๐ก๐๐๐๐ฉ
We are deep into earnings season! Big tech companies have already moved markets with contrasting results. A detailed analysis of individual reports will arrive soon in a dedicated post, to understand who shone and who disappointed expectations.
Don't forget to copy my portfolio. See you soon!
$EURUSD$GOLD$SILVER$OIL... Show More
Can someone helo me? They freeze my account with serious amount holding... Show More
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Thu Dec 11 2025 06:26:24 GMT+0000 (Coordinated Universal Time)
