Housekeeping: Good Morning. Transcript tabbed.
World War 3 section starts 5:40 mark
Contents
Current Prices
Yesterday’s Activity
Data Due
News
Top of Mind
Markets/Metals Commentary
Market Gameplan
Attached- CTA Analysis
Yesterday’s Activity:
QRA Boost
Commodities- mixed, Gold and Silver very strong
US equities- Up
Bonds- Up
DX- Dn
h/t DataTrek
Data Due:
US JOLTs & Earnings from GOOG & MSFT due
MONDAY, JAN .29QRATUESDAY, JAN. 30 9:00 am S&P Case-Shiller home price 10:00 am Consumer confidence
WEDNESDAY, JAN. 31 2:00 pm Fed interest-rate decision
THURSDAY, FEB. 1 8:30 am Initial jobless claims Jan.
FRIDAY, FEB. 2 8:30 am NFP, Unemployment, Wages
Total Calendar1
News:
NOTABLE HEADLINES
US Treasury expects to borrow USD 760bln in net marketable debt for the January-March period which is down USD 55bln from the October 2023 estimate and it expects to borrow USD 202bln in the April-June period,
GEOPOLITICS-
US President Biden asked advisers for options to respond that would deter any further attacks against US forces, while the Pentagon's response options include striking Iranian personnel in Iraq and Syria or Iranian naval assets in Gulf waters
North Korea fired cruise missiles towards the sea off its west coast, according to South Korea's military.
Chinese Vice Foreign Minister Sun met with Ukraine's Ambassador to China and said that China and Ukraine should promote stability and long-term development of bilateral ties, while they exchanged views on issues of common concern including the Ukraine crisis,
some headlines via NewSquawk
Top of Mind:
WW3:World War 3 section starts 5:40
Market Gameplan (Charts):
Gold
Silver
Oil
Stocks
BTC/ETH
Bonds
