UBS CEO Ermotti: US Tariffs Somewhat Priced Into Markets
See Willingness Of Parties To Negotiate On Tariffs
Gaining Market Share In Investment Banking
Expect More Clarity On Swiss Bank Plans In May
See Willingness Of Parties To Negotiate On Tariffs
Gaining Market Share In Investment Banking
Expect More Clarity On Swiss Bank Plans In May
US Official: Trump Is Expected To Sign Executive Order On Tuesday Restoring "Maximum Pressure" On Iran
NFP Day: EST: 170K
Goldman Sachs Now Expects a Total of 50bps in Fed Cuts This Year Following NFP Data, Down from 75bps
Policymaker view BBG:
Expects two 25bp cuts at the June and December meetings.
The estimate suggests non-farm payrolls increased by 190k in January, exceeding the consensus of +170k and the three-month average of +170k.
Goldman Sachs Now Expects a Total of 50bps in Fed Cuts This Year Following NFP Data, Down from 75bps
Policymaker view BBG:
Expects two 25bp cuts at the June and December meetings.
The estimate suggests non-farm payrolls increased by 190k in January, exceeding the consensus of +170k and the three-month average of +170k.
Week Ahead: Unlocks+FOMC+FTX creditor repayments
$FTX creditor repayments ($7B) ~ starting Feb 17
$APE unlock 15.6M (2.16% supply, $11.27M) ~ Feb 17
$JUP buybacks (50% fees) ~ Feb 17
$FTN unlock 78.84M (4.66% supply) ~ Feb 18
$MELANIA unlock 61.25M (40.83% supply, $79.63M) ~ Feb 20
$IMX unlock 24.52M (1.41% supply, $19.66M) ~ Feb 21
KernelDAO TGE ~ Feb 21
ETHDenver ~ Feb 23 – Mar 2
others whole week:
$HYPE to expands ETH & SOL spot trading ~ tba
FOMC mid-week (Wed)
10 Fed speaker events this week
20% of S&P 500 companies report earnings
Trump can speak anytime & say anything..
$FTX creditor repayments ($7B) ~ starting Feb 17
$APE unlock 15.6M (2.16% supply, $11.27M) ~ Feb 17
$JUP buybacks (50% fees) ~ Feb 17
$FTN unlock 78.84M (4.66% supply) ~ Feb 18
$MELANIA unlock 61.25M (40.83% supply, $79.63M) ~ Feb 20
$IMX unlock 24.52M (1.41% supply, $19.66M) ~ Feb 21
KernelDAO TGE ~ Feb 21
ETHDenver ~ Feb 23 – Mar 2
others whole week:
$HYPE to expands ETH & SOL spot trading ~ tba
FOMC mid-week (Wed)
10 Fed speaker events this week
20% of S&P 500 companies report earnings
Trump can speak anytime & say anything..
FTX PLANS NEXT DISTRIBUTION FOR APRIL 11, 2025 FOR CUSTOMERS WITH BALANCES ABOVE 50K