MICRON EARNINGS

"The Yen breached 1160 per dollar, a level that triggered a sharp reversal on April 29th due to suspected intervention, raising speculation Japanese authorities may take steps to support the currency again."

"Fed officials recently forecast just 25 basis points of reductions by the end of this year in a total of 25 basis points by end 2025 while Market participants are pricing in about 75 basis points by the first quarter of 2025..."

"Investor expectations for the European Central Bank to loosen monetary policy twice more this year are fair according to governing council member Olly Ren who added that officials shouldn't overly dampen economic activity. ... Governing council member Olly Ren said expectations for two further cuts are reasonable in some of the most explicit comments from an ECB policy maker on the rate cut path."

"Australia's dollar and bond yields climbed after the inflation numbers suggested price pressures remain stubbornly strong and bolstered the case for the central bank to resume raising interest rates."

"Just Eat Takeaway.com NV and Delivery Hero SE fell as much as 4% each after JP Morgan Chase and Company forecast tepid growth for the food delivery sector..."

"Markets are broadly pricing in about 75 basis points of easing over that period but the wager may be being used to hedge another investment the final days of Aros Bill hang's doomed family offices on trial but but it's Wall Street that looks terrible as a jury prepares to decide whether it was Reckless investing or something more Sinister Bloomberg has reconstructed the Mad scramble of aros's last 3 days based on evidence admitted throughout the trial including tapes internal messages and emails top overnight stories China's Benchmark bond yields fell to a more than two decade low even as economists raised growth forecasts on export optimism but adding to signs of slowing activity vacancies Are CL ing at warehouses souring Global Investors $100 billion bet BBG a rare unscheduled revision to Japan's first quarter gross domestic product GDP may lead to a sharp downgrade possibly affecting the central bank's growth forecast and the timing of its next interest rate hike some analysts say rtrs"

"A rare unscheduled revision to Japan's first quarter gross domestic product GDP may lead to a sharp downgrade possibly affecting the central bank's growth forecast and the timing of its next interest rate hike some analysts say rtrs"

"Australia CPI came in ahead of expectations in May plus 4% versus the streets plus three 8% forecast which means the RBA could be forced to hike rates further in aada waj"

"The US companies have been able to reprice almost $400 billion of debt at lower interest rates this year due to booming investor appetite for Junk loans in an easing of financing conditions for Corporate America ft"

"Option Traders are betting on 300 basis points of fed cuts by the end of quarter 125 Yen weakens Beyond 160 against the dollar a level that raises risk of intervention"

"Yen weakens Beyond 160 against the dollar a level that raises risk of intervention"

"Japan margin buying positions rise to the highest since '06 exposing risk of accelerated sell-off"

"minority of economists expect simultaneous bfj rate hike jgb purchase reduction details in July sources say"

"ECB will hold new strategic review of policy after August"

"ECB Ren says any bets for two or more Cuts this year is reasonable"

"Australian inflation accelerates increasing odds RBA rate hike"

"Open AI is abrupt move to block China to reshape AI scene among industry"

"I mean my expectations are very low meaning I'm not expecting this Market to to get dislodged From the Path unless there's an external event otherwise I don't think you're going to get real big volume and and get outside of this heavy concentration movement I don't think that's going to occur till after summer"

"I think if Donald Trump wins I think we're going to have a hard Landing if Donald actually won just because again his his policies but also a republican type beat and then also too like you got to think State strength people don't like Trump and I'm not talking about the voters I'm talking about uh uh what's it called like people in government so like I guess do you want do you want tin foil you could call it tin but I I think this is a pretty if you were there for the state strength lesson I think this makes a lot of sense so I don't know you're going to have to give me 50 likes I might need 50 likes here real quick if you want to know why why Donald beond just typical you know again nine of the last 10 recessions occurred under Republicans there there's a there's something with with State strength that applies to Trump that could lead to a downside"

"So now with that whole state strength thing and with with that in mind think about it if Donald Trump wins you're oh fizer phase three increase in patient enrollment of ulcerative colitis treatment trial damn we've had two trials not hit today nvo and now fizer but yeah so that's why I think you could get pretty much if Donald wins I don't think the people are going to coordinate to get you these job numbers how they are I think you're more likely to have people who disagree with Donald in the treasury they'll disagree with him at the BLS and they'll they'll be more incentivized to show you the real the reality of the numbers than not just because they don't want they don't want to support his agenda so that's my theory that's why I'm saying if Donald does win Beyond other other reasons there's a lot of things and like you know the history and of like again Republicans and recessions and all that I I do think if Donald won we would get our hard Landing I think if Biden wins it'll it'll just be another four years a la la land uh in terms of money and again I've said some of this [ __ ] before even the other election again I I don't know I I like these macropolitical trends but you know I do think so again if Biden wins I'm not I wouldn't be too mad I I'll probably get richer but in their same respect I think he'll get more downside if uh Donald Trump is elected"

"it's not it used to be like a year or two ago two years ago you could buy anything and then just you could just throw a dart and you were making 10% in a month or something off of house flips but nowadays with the inventory it's it's easy to [ __ ] up uh that's it I mean it's I think if you really do your due diligence it's it's easier to do but you know and you're you could avoid a lot of problems but it's it is easy to uh it's easy to mess up if you pay too much kind of like a car too I mean even then like some of these crazy cars don't buy cars for Investments that that era is over unless it's like a classic but even then it's like if you pay too high you know equity and how that plays out could you know the high price hurts you"