Around X:
- @Business
- China will make “substantial” purchases of US soybeans, Treasury Secretary Scott Bessent said Sunday after talks with Chinese counterparts.
- American and Chinese officials are hashing out final details of a proposal for a trade deal in Malaysia, US Trade Representative Jamieson Greer says.
- President Donald Trump said he believed he would strike a trade deal with Brazil as he met with counterpart Luiz Inacio Lula da Silva on Sunday.
- President Javier Milei’s party is on track to finish first in Argentina’s midterm vote in early counting, putting him on the brink of a major comeback from a September local election defeat that prompted a market selloff and a US financial lifeline.
- "We had an excellent - fruitful meeting with President Donald Trump. We got him to dance initially so that things cool off," Malaysia's Prime Minister Dato' Seri Anwar Ibrahim on his meeting with President Donald Trump at #BBGAsean.
- Prime Minister Mark Carney’s government appeared to distance itself from the Ontario premier’s interventions on trade following Trump’s decision to increase tariffs because of an Ontario government television ad.
- President Donald Trump oversaw the formalization of an agreement between Thailand and Cambodia to manage their border dispute, advancing a ceasefire he helped broker as he looks to bolster his case for a Nobel Peace Prize.
- Investors in the US Treasuries market, confident the Federal Reserve will deliver another interest-rate cut this week, are turning their attention to what policymakers signal about the path ahead.
- Trading houses, hedge funds and banks are on a hiring spree for specialist gold traders, creating a battle for talent that is driving up pay packages.
- US Transportation Secretary Sean Duffy warned that travelers will face more flight delays and cancellations as the shutdown exacerbates the air-traffic controller staffing crunch.
- Novartis AG is nearing a deal to buy biotechnology company Avidity Biosciences Inc., according to a person familiar with the matter.
- The storm Melissa barrels toward a Tuesday landfall on Jamaica as a major hurricane and threatens deadly floods in Haiti, the Dominican Republic and Cuba.
- Get up to speed on what's moving global markets.
- Here's what you need to know to start your day.
- @Zerohedge
- How AI Is Becoming Weak Link In Cybersecurity.
- Milei's Mandate Marches On In Decisive Midterms Win For His Party.
- BREAKING - A video of Democrat Katie Porter handing out free stuff to young students waiting in line to vote at UC Irvine is trending, showing exactly why California Democrats like Gavin Newsom oppose having people monitor their polling locations. (video)
- Did any journalist even bother to fact check Zohran Mamdani’s teary eyed claims about an aunt in NYC or were they too busy jerking off to this story? Because it looks like Mamdani’s only aunt doesn’t even wear a hijab and has never lived in New York:
- Wow, Amy was warning about Mamdani five years ago… (video)
- Reports Of Low Voter Turnout For Key Midterm As Milei's Chainsaw Austerity & Big Beautiful Bailout On The Line.
- *DUFFY: ABOUT TO PULL $160M FROM CALIFORNIA OVER DRIVER LICENSES.
- French Socialists Pitch Scaled-Down Wealth Tax Bill As Offer To Save Lecornu, Macron, Avert Elections.
- Louvre Heist Suspects Caught, Crown Jewels Still Missing.
- Antifa Retreats From Portland ICE Facility After Police Dismantle Encampment.
- Miller Eviscerates TBS (Trump Ballroom Syndrome) Leftists.
- Goldilocks Continues To Evade The Bears: These Are The 10 Top Charts That Goldman Traders Are Watching.
- IRS Reinstates $20,000 / 200-Transaction Threshold For Form 1099-K.
- Trump Brokers Thailand-Cambodia Peace Deal, Secures Asian Trade Deals; Bessent Says US, China Reach Trade "Framework".
- Europe's Suicide Pact: Debt, War Economy, And The Climate Cult.
- Chinese Nationals Arrested In Georgia For Attempting To Buy Black Market Uranium.
- Over 100 'BSL-4' Bioweapons Labs Now Operate Worldwide, With More Under Construction.
- Queensland LNP Government Restores Biological Definition Of 'Woman'.
- @CNBC
- Earnings playbook: Five 'Magnificent Seven' members are set to report in busy week.
- CNBC Daily Open: Cooler-than-expected U.S. consumer inflation adds to market cheer.
- Asia-Pacific markets set to jump after U.S.-China trade talks show progress.
- Stock futures climb ahead of Big Tech earnings, widely expected Fed rate cut: Live updates.
- @WSJ.com
- Heard on the Street: Anthropic is a less-flashy competitor to OpenAI, but it might have a better business model.
- Top U.S. and Chinese negotiators sounded a positive note on weekend trade talks, hailing what they called constructive discussions ahead of a meeting between President Trump and Chinese leader Xi Jinping.
- @CollinRugg
- Democrat New Jersey governor candidate Mikie Sherrill malfunctions after getting questioned on allegedly making millions from stock trades. Sherrill has been a U.S. Rep. since 2019. Charlamagne: Did you make $7 million in stock trades? Sherrill: I, I haven't, uh, I, I don't believe I did, but I'd have to go see what, what that was alluding to… (video)
- @EricLDaugh
- EPIC! The moment President Trump notices the Malaysian dancers and JOINS IN! It’s impossible NOT to love this. (video)
- @TheIntelSCIF
- "The 2020 Presidential Election, being rigged and stolen, is a far bigger SCANDAL." The Democrats, USAID, AWEB, the CCP, left-wing billionaires, Big Tech, Smartmatic, Dominion, fake IDs, fake ballots, rigged election software and machines, etc., are all involved. "WE KNOW EVERYTHING." - President Trump. (video)
- @WallStreetApes
- Everyone Take The Time To Really Listen To This. Eva Vlaardingerbroek. “If we don't start to seriously fight for our continent, for our religion, for our people, our countries, then this time that we live in will go down in history as the time in which Western nations no longer had to get invaded by hostile armies in order to be conquered, this time will then go down in history as the period in which the invader was actively invited in by a corrupt elite. And not only did this corrupt elite invite the enemy in, they made the native population pay for it too.” (video)
- Under Biden Democrats laundered SO MUCH MONEY. The government tracks ‘improper payments’ sent out. Here are the numbers. 2015: $43.3B. 2016: $41.1B. 2017: $36.2B. 2018: $31.6B. 2019: $31.6B. 2020: $81.9B. 2021: $281.09B. 2022: $247B. 2023: $236B. (video)
- @ProjectConstitu
- BOMBSHELL: Steve Bannon EXPOSES the TRUTH on Charlie Kirk's Assassination! Bannon just dropped a nuke: Tyler Robinson DIDN'T act alone. This wasn't some lone wolf BS—it's a MASSIVE DEEP STATE CONSPIRACY pulling strings from the shadows! Global elites are at WAR right now—not with tanks, but with proxies. They're weaponizing the SHEEPLE as foot soldiers to sow chaos and seize control. Charlie Kirk was just the start. Unless our govt WAKES UP and CRACKS DOWN HARD, expect MORE assassinations, MORE political bloodshed. We're on the brink, patriots. Who's with me? Demand justice NOW! RT if you're ready to FIGHT BACK! (video)
- @WideAwake_media
- Many people know about Bill Gates' Apeel coating—a product designed to abnormally extend the shelf life of fruit and vegetables—but did you know an "organic" version is also being sprayed on organic produce? "Organipeel is registered as a pesticide with the EPA, but it still qualifies for that organic sticker." "You need safety glasses to use this, but it's okay to eat?" (video)
- @MJTruthUltra
- Rep Luna on Epstein: “I think based on what we’re being told, I think he was likely Foreign Intelligence, definitely gathering information…” We’re getting closer. She also said if they had anything on Trump, he would not be president right now… and based on what she’s seen, It’s very possible democrats did tamper with evidence. Also, more interestingly she says this is an ongoing “ACTIVE Legal Case” where the Treasury is getting involved. (video)
- @EYakoby
- NYC’s longest-serving top cop is warning of an “exodus” of New York Police Department cops if Zohran Mamdani wins. NYC will become unlivable if Zohran wins.
- @ValerieAnne1970
- "Remdesivir Was Too Unethical To Put Into Ebola Clinical Trials In Africa Because It Had A 53% Kill Rate." Dr David Martin, PhD. "The Gov't Chose Remdesivir That Kills 53% Of People...As The 'Drug Of Choice' For Covid." Still Prescribed Today & Now Approved For Newborn Infants. Remdesivir, under the brand name Veklury, is still the 1st line treatment in hospitals & outpatient clinics for the treatment of Covid. (video)
- Vaccines Are Now Considered 'Necessary Medical Biogenics'...You Will Be Vaccinated Against Your Will While Under Anesthesia. Do Not Sign Any Form Or Agree To Receive 'Biogenics' In A Medical Facility. This Gives Medical Staff Permission To Inject Any & All Vaccines They Choose. It is now more important than ever to read every word of all medical consent documents. Being admitted to a surgery facility, hospitalization, outpatient clinic or any medical office will put you or your loved ones at risk to receive vaccines, infusions, blood products & other treatments without your knowledge.
- @akafaceUS
- BREAKING: People are digging up a 2010 CNN clip showing Obama’s $376M White House makeover — all paid for by taxpayers. Meanwhile President Trump’s $250M ballroom is coming out of his own pocket. (video)
- @EndWokeness
- Zohran is a textbook sociopath. Look at him trying to imitate human emotions. Obvious detachment. (video)
- @winwithsinsome
- Abigail Spanberger thinks moms are “confused” about men in girls’ locker rooms. No, Abigail. The only one confused here is you.
- @mazemoore
- Zohran Mamdani's father: America is the root of all evil and was the inspiration for the nazis. Hitler learned genocide from Abraham Lincoln. I'm sure Zohran loves America though. Nice job NYC. (video)
- @wallstengine
- Japan’s new PM Sanae Takaichi is considering buying around 100 Ford F 150s for government use as a goodwill move before Trump’s visit. Trump praised the plan aboard Air Force One, calling the F 150 “a hot truck” and saying Takaichi “has good taste.”
Night Trading
- Asian indices are +.75% to +1.75% on average.
- Asia Ex-Japan Investment Grade CDS Index 67.25 -2.5 basis points.
- China Sovereign CDS 42.25 -2.0 basis points.
- China Iron Ore Spot 104.5 USD/Metric Tonne +.2%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.94 +.03%
- Bloomberg Emerging Markets Currency Index 36.29 -.04%.
- Bloomberg Global Risk-On/Risk Off Index 85.9 +2.2%.
- US 10-Year Yield 4.03% +3.0 basis points.
- Volatility Index(VIX) futures 17.9 -4.2%.
- Euro Stoxx 50 futures +.39%.
- S&P 500 futures +.63%.
- NASDAQ 100 futures +.82%.
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