🌕 The "NYSE/U.S. GDP" ratio is currently at levels that historically precede a significant increase in the "GOLD/NYSE" ratio, indicating a strong rise of gold relative to U.S. stocks. For more details, see the presentation.

🗓Today’s calendar — May 8, 2025

The ceasefire between Russia and Ukraine will take effect during the May holidays and last until May 11. Key economic events include Japan's central bank meeting minutes at 02:30 MSK, Germany's industrial production data at 09:00 MSK, and the UK central bank interest rate decision at 14:00 MSK. In the US, Initial Jobless Claims will be released at 15:30 MSK, followed by EIA natural gas storage at 17:30 MSK. Additionally, the US Senate will vote on the GENIUS bill concerning stablecoin regulation.

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🌎 The exchange rates as of today are as follows: USDCNY stands at 7.234, while USDTRUB is at 83.50.

🌍 Former President Donald Trump announced a significant news conference scheduled for tomorrow at 10:00 A.M. in the Oval Office. He is set to reveal details about a major trade deal with representatives from a prominent and highly respected country. This announcement could mark the beginning of numerous trade agreements. According to the New York Times, Trump may disclose a trade deal with Britain on May 8. Notable market reactions include SPX rising by 1% and Bitcoin exceeding $99,000.

🇺🇸 Former President Donald Trump announced plans for a significant tax cut aimed at middle and working-class Americans. This initiative, touted as the largest tax reduction in history, is expected to benefit a wide range of citizens. For further details, visit here.

💥✴️🇺🇸 The SP500 and BTC are on the rise following Trump's announcements regarding a trade deal and taxes.

🚨 North Korea has launched unidentified ballistic missiles that fell into the Sea of Japan, outside Japan's economic zone, according to Yonhap.

⚡️ Today, President Vladimir Putin and President Xi Jinping will hold talks in Moscow. The agenda includes international issues such as cooperation within BRICS, the Shanghai Organization, and the G20, as well as the growth of bilateral trade. Discussions will also cover energy collaboration, notably the "Power of Siberia-2" gas pipeline. Russian and Chinese delegations will explore economic cooperation, according to Kirill Dmitriev, head of the Russian Direct Investment Fund. Xi Jinping stated that his visit will significantly boost strategic collaboration between Russia and China.

📉 Weekly inflation in Russia has nearly dropped to zero.

💥✴️ Bithumb, the second-largest exchange in South Korea after the leading Upbit, has announced the listing of Particle Network (PARTI) and Balance (EPT).

🌟🇺🇸 U.S. banks are now authorized to perform crypto transactions on behalf of clients, offer outsourced crypto custody services, and handle crypto tax reporting, as clarified by the Office of the Comptroller of the Currency (OCC) in a recent announcement. For more details, visit the official document here.

⚠️🇺🇸🇷🇺 US Treasury Secretary Bessent criticized Biden's sanctions against Russia as "outrageously weak," claiming they allow Russia to continue funding its military, particularly in the energy sector. Bessent stated that the US is prepared to impose tougher sanctions on Russia to gain leverage in peace negotiations.

💥 The Moscow Exchange Index (IMOEX) rose by 0.8% during the morning session. In just a few hours, a meeting between President Putin and President Xi Jinping is set to take place. Gazprom (GAZP) is particularly enthusiastic about the upcoming discussion.

🌍 Trade between Russia and the United States surged in March, increasing by 1.5 times to reach $573 million. This marks the highest level of trade in two years, according to data from the U.S. Census Bureau. For more information, visit ПРАЙМ.

🌟 Payment giant Stripe has announced the introduction of stablecoin accounts in over 100 countries. This move marks a significant step in the adoption of digital currencies for global transactions. In January 2025, Trump signed an executive order aimed at promoting the growth of the stablecoin market worldwide.

🌟 Arizona has signed law HB2749, allowing the state to establish a strategic BTC reserve. Meanwhile, in Texas, the bill SB21 concerning the BTC reserve has passed through the House committee and is now heading for a final vote.

⚠️🇯🇵 Toyota forecasts a 21% decline in profit for the current fiscal year due to tariffs.

✈️ Boeing announced that the delivery of the new Air Force One jets may not occur until 2027, as reported by officials. Former President Trump is infuriated by the delay, as he is currently flying on an older Boeing 747 instead of the promised new "Board One." Earlier reports indicated that Trump is considering acquiring new presidential aircraft from an alternative supplier due to these setbacks.

🚀 Rheinmetall has once again reported results that significantly exceed expectations, driven by strong defense orders. In its Q1 2025 earnings, the company announced an earnings per share (EPS) of €1.92, surpassing estimates of €1.49. The operating profit reached €199 million, a 49% increase year-on-year, with sales of €2.31 billion compared to an estimated €2.05 billion. Rheinmetall forecasts sales growth of 25% to 30% for the fiscal year, with an operating margin guidance of approximately 15.5%.

🚨 Germany's industrial production for March showed a significant increase of 3% month-over-month, surpassing expectations of 0.9% and rebounding from a previous decline of 1.3%.