Good Morning, Friends!

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President Trump announced the finalization of the TikTok deal:

I am so happy to have helped in saving TikTok!

It will now be owned by a group of Great American Patriots and Investors, the Biggest in the World, and will be an important Voice.

I only hope that long into the future I will be remembered by those who use and love TikTok.

I would also like to thank President Xi, of China, for working with us and, ultimately, approving the Deal.

He could have gone the other way, but didn’t, and is appreciated for his decision.

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🥭🍇🍈🍊🍒

Japan’s bond market is flashing red

Liquidity in Japan’s government bond market is deteriorating fast.
The JGB Liquidity Index jumped to 9.5, the worst reading on record. The index has doubled over the last 12 months.

What is driving it:

🐈 Conditions in the $7.6T JGB market have worsened sharply since 2022 as yields posted one of the steepest increases in history.

🐈 Bank of Japan has significantly reduced bond purchases.

🐈 Japanese life insurers have sold a record amount of bonds.

🐈 Foreign investors now account for about 65% of monthly cash bond trading, up from 12% in 2009.

🐈 These investors hold bonds for shorter periods, which increases volatility and weakens liquidity.

The structure of the market has changed. Long term domestic buyers are stepping back. Short term foreign flows are filling the gap.

Japan’s bond market is moving closer to a real liquidity crisis, not just higher yields.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

🇨🇳 China tells tech firms they can resume Nvidia H200 chip orders.


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🐈 Market Overview

SPX: $6913
NASDAQ: $23436
DXY: $98

Gold: $4939
Silver: $99
Bitcoin: $89183


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⚠️🚯↪️🔂⬅️

Intel stock, $INTC, falls over -14% after reporting Q4 2025 earnings, now on track for its largest daily decline since August 2024.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

Silver reaches $100 for the first time in history.


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