Mindblown: a blog about philosophy.

Economy Update Bourses are largely enjoying the China and US 90-day tariff truce extension. The Nvidia self-tariff is regarded in some opinion as the main reason for the trade agreement extension being signed. With Australia’s RBA cutting rates as expected the ASX joins the Nikkei in making new all-time highs. Bullion markets continue to settle…

Friday’s meeting of Trump and Putin, without possible Ukrainian representation, aims to end the war with a dubious outcome. The Chinese tariff deadline expires tomorrow and is expected to be extended. Chinese producer prices retreated more than forecast in July, confirming stubborn deflation. Consumer prices were unchanged on the year. Tomorrow will see the release…

Bourses across the globe are positive in the main after Trump nominates Stephen Miran to the FED which is perceived as a dovish twist. Nikkei helps everything along as a possible US double tariff is cleared up. EUR bourses are also firm, with STOXX600 up over 2% on the week as corporate results continue to…

Economy update Germany’s industries are struggling. Output in June fell to its lowest since 2020 as demand from abroad for the country’s goods wanes. Japan was forced to revise down its economic growth forecast amidst US tariffs and sticky inflation. Tech shares keep providing invaluable stock market support. Bank of England will have probably cut…

Bourses across the globe are positive in the main even after the ISM non-manufacturing miss and warnings within on growth and employment. Strength also surprising after Trump threatens EU on tariffs if it does not invest in US and once again sights India over Russian oil. India’s RBI keeps rates unchanged but points to growth…

Composure in bourses is regained after the NFP disappointment. APAC is pushed on by stimulus plans mooted in Shanghai press involving relaxed PBoC attitude to RRR and other tools to bolster growth in Q3 and Q4. The USD takes back some ground after Friday’s fall. More Trump pressure on the FED and that he sacked…

Economy update It is manufacturing day, and the picture is mixed. Asian factory activity (China, South Korea and Japan) deteriorated in July, although the latter two were measured before the trade deals. In Europe, the sector’s index climbed to 49.8 and is now flirting with the critical 50 level. Headline inflation remained steady at 2%.…

The FED continued to express caution and did not really signal firm cuts, and one of the biggest movers then was the USD rally against all peers. It is outshone by Comex copper which dumped 19% after another Trump wind back and changed its tariff parameters. APAC also drags on China’s NBS Manufacturing and non-Manufacturing…

META Earnings Jumping back into options plays on earnings reports, the next one we are looking at is META. While there is a lot of uncertainty in both the markets in general, and with META itself, there is plenty of room to make money. As Zuckerberg continues to make a big push into AI development…

Economy update Eurostat saw economic activity expand in the common currency area by 0.1% in 2Q on the previous quarter and 1.4% on the year. Both are below the 1Q readings. Germany’s economy contracted 0.1% quarter-on-quarter. Economic and consumer sentiments both improved in the Euro zone in July. Although the US central bank is widely…