Former NY Fed Repo Guru: Powell Will Announce $45 Billion In Bill Purchases On Wednesday

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The Fed will need to buy at least... $25b/mto reverse the reserve over drain, for at least the first 6 months.


'Fourth Reich': Musk Strikes Back At EU 'Tyrants' After X Fine

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This is just the first salvo in a war that some of us have warned is coming. We cannot be passive at this moment...


America's New National Security Strategy: A Surprise Departure On China Policy

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A stark "readjustment" in global priorities...


What To Know About Corporate America's Double-Digit AI Adoption Boom

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Telecommunications and financial firms expect the largest increases in AI adoption over the next six months. 


China Successfully Operates World's First Thorium Molten Salt Reactor

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“The Chinese are moving very, very fast. They are very keen to show the world that their program is unstoppable.”


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China & Japan Narrowly Avoid Live Fire Conflict After F-15 Radar Lock Incident

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Beijing urges Japan's military to strictly restrain its frontline actions...


ChatGPT Accused Of Encouraging Alleged Serial Stalker In Latest OpenAI Controversy

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...prosecutors are alleging that ChatGPT served as the “therapist” and “best friend” to Brett Michael Dadig, a Pittsburgh man who violently stalked at least 11 women across more than five states.


Freshly Pardoned Cuellar Says Biden DOJ Tried To Entrap Him; Trump Lashes Out Over 'Lack Of Loyalty'

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No more Mr. Nice guy!


Weekend News Roundup - Newsquawk Asia-Pac Market Open

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Quiet macro newsflow from over the weekend ahead of this week's major risk events, including the FOMC on Wednesday, while focus overnight is on Chinese trade data.

Morgan Stanley Responds To Client Pushback On Its 2026 Forecasts

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"Our constructive stance on AI and data center-related capex, along with the pivotal role we see for credit market channels, drew notable scrutiny." - Morgan Stanley


Russia Stands "Shoulder To Shoulder" With Venezuela, Blasts US War Footing

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the desire to assert the unquestioning dominance of the US in the region... is a trademark of the Trump administration."


Oversupply Warning Jolts India's Solar Buildout

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Keep building like this and you’re manufacturing future bankruptcies...


Altman Goes Full YOLO While China Builds Top-Tier AI for Pennies

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$488B Burn vs. China’s Cheap AI, Who Wins?

Mainstream Media Jumps On Bogus Narrative That J6 Pipe Bomber Was A Trump Supporter

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Even Cole’s family says he wasn’t a Trump supporter.


"Everyone Who Has Already Gone All-In On AI Knows That Losing Isn't An Option"

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"It’s worth reflecting on the fact that never in history has something like this happened." - One River Asset Management


Zelenskyy Says He Had 'Long And Substantive' Phone Call With Witkoff, Kushner As Peace Talks Continue

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I am grateful for a very focused, constructive discussion... Ukraine is determined to keep working in good faith with the American side...”


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'Twas The Night Before Fed Day...

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'Twas the night before Fed Day, when all through the bourse,
Rate-cutters were stirring, ready to open the purse.
The voters in Eccles were afraid of a stock bear,
But all had high hopes that the Santa Rally soon would be there.


Barclays Asks: Netflix-Warner Bros Deal - Holy Grail... Or Poisoned Chalice?

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"We are surprised ..." 


Biden, Who Swore He Was Fit For Another Term, Butchers America's Name

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"...we are the United States of Amerigotit."


Russian Forces Advance As Ukraine Hit By More Than 600 Drone Strikes Overnight

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“The night was tough,”