Key Events of the Week

Short holiday week.
Almost all meaningful data is packed into Tuesday.
Liquidity drops hard after that.


📅 Tuesday

• ADP employment change.
Early signal on labor conditions.
• US preliminary GDP
Broad growth read that can move yields and USD.
• Durable goods orders
Business investment and capex signal.
• Core durable goods orders
Cleaner view without transport noise.
• GDP price index
Inflation component inside GDP.
• CB consumer confidence Household sentiment and spending outlook.
• Richmond manufacturing index
Regional growth check.

📅 Wednesday

• Initial jobless claims
Weekly labor market update.
• US stock market closes early at 6:00 PM UTC.

📅 Thursday

• US stock market closed. Christmas holiday.

📅 Friday

• European bank holidays. Very thin liquidity.

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🦺👓🕶🥽🥼

🇺🇸 Federal Reserve to Inject $6.8 Billion into Markets Monday at 9AM ET to Ease Year-End Cash Crunch


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⚠️🚯↪️🔂⬅️

Nvidia plans to start first shipments of H200 AI chips to China before mid‑February.


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🦺👓🕶🥽🥼

$4.5T JPMorgan is exploring offering crypto trading services for institutional clients.


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🦺👓🕶🥽🥼

🚨 The Trump family’s crypto project World Liberty Financial ends 2025 with its WLFI token down over 40%.


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🕯 Macro is back on the table

This US dollar setup may be one of the most important macro developments heading into 2026.

The year started with the DXY at one of the most overvalued levels in its history. Since then, the dollar has fallen sharply and returned to a major support zone that has held for roughly 15 years. That level has now been tested multiple times, especially in recent months, and the pressure is building.

The broader context matters.

🟡 Foreign central banks are moving toward tighter policy
🟡 The Fed is under increasing pressure to ease as US debt servicing costs rise
🟡 Large trade and fiscal deficits historically do not resolve under a strong dollar

When deficits reach this scale, the adjustment usually comes through financial repression rather than growth. That process is far easier with a weaker currency.

If this long-term support breaks, the implications extend well beyond FX. It would reshape capital flows, risk appetite, and relative performance across global assets.

One takeaway stands out: exposure to hard assets still looks structurally under-owned.


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⚠️🚯↪️🔂⬅️

🇯🇵 Japan to restart world's biggest nuclear plant, 15 years after Fukushima.


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🦺👓🕶🥽🥼

Netflix's $NFLX odds of closing the Warner Brothers deal falls from 80% to 61% on Polymarket.


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🦺👓🕶🥽🥼

Bank of America CEO says AI will drive "strong" economic growth in 2026.


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🌍🌐🧭⛰️

Gold and silver surge, on pace for biggest yearly gains since 1979 — Financial Times.


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🦺👓🕶🥽🥼

Kuwait signs $4.1 billion deal with China to build port.


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🐈 Gold hits a new record as BRICS keep accumulating

Gold has broken above $4,400 per ounce, setting a fresh all-time high after a year-long rally.

Rate-cut expectations in the US and rising geopolitical tension matter, but the dominant force behind the move is sustained, price-insensitive buying by BRICS central banks.


What’s really happening

🐈 BRICS and aligned countries are responsible for over 50% of global central-bank gold buying in recent years

🐈 Russia, China, and India together hold more than 5,500 tonnes of gold

🐈 The bloc also controls roughly half of global gold production, led by China and Russia

🐈 Accumulation is driven by diversification away from US Treasuries and sanctions risk

🐈 BRICS are pairing gold buying with new settlement tools and plans for independent pricing infrastructure

Gold is no longer just a hedge. It is becoming a core reserve asset in a gradually shifting, less dollar-centric financial system.


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⚠️🚯↪️🔂⬅️

OpenAI locks in memory supply until 2029

Sources report that OpenAI has effectively reserved up to 40% of the world’s DRAM production. By working directly with Samsung and SK Hynix, the company secures hundreds of thousands of wafers monthly.
This strategy prioritizes AI infrastructure needs and could significantly reduce the availability of low-cost RAM for the broader market.


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🦺👓🕶🥽🥼

Silver prices soar above $70/oz for the first time in history, now up +144% YTD.


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🦺👓🕶🥽🥼

🇺🇸 US Q3 GDP rises to 4.3%, higher than expectations.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

🇺🇸 US announces that tariffs on Chinese semiconductors will be 0% until 2027.


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🦺👓🕶🥽🥼

🇺🇸 US consumer confidence in December was 89.1, below the estimated 91.0.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

🇺🇸 President Trump says "anybody that disagrees with me will never be the Fed Chairman."


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