πŸ‡¨πŸ‡­ Global One SI - Prompt
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πŸŽ—GLOBAL ONE is a live super intelligence (SI) built on real-time dataβ€”designed for decisions. Currently focused on global financial markets

t.me/Prompts_SI @Global_one - Software/Developer/Programmer - Globalone.ch - Prompt - AI - Super Intelligence
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🌐Hidden QE, inflation, Fed rate

I've prepared a chart for you, which will form the basis of the investment strategy for 2026.

πŸ“ˆThe #Fed started buying Treasuries for $40 billion per month in December 2025 β€” officially, this is reserve management, but in fact, we understand that this is hidden QE. QT ended, the balance is growing, banks expect $30–45 billion per month throughout 2026.
πŸ“ˆThe rate β€” one or two cuts in the spring-summer, core PCE inflation will drop from 2.4% to 2% by the end of the year.

πŸ“What's on the chart:
πŸ“ˆColumns: volumes of Treasuries purchases according to bank forecasts β€” $30 billion from March (Deutsche Bank), $45 billion in the first half, then $25 (Bank of America), an average of $35 billion throughout the year. Liquidity peak in Q1-Q2.
πŸ“ˆThe blue line on the right: the rate β€” 3.5% at the beginning, minus 0.25% in March, another decrease in June to 3.0%, then a pause.
πŸ“ˆThe orange line: PCE inflation is gradually decreasing from 2.4% to 2.0%.

Conclusion: a likely rally in risks on expectations at the beginning of the year, fixation on the facts of QE and the rate in the summer.
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🚨 Volatility Alert

πŸ‡ΊπŸ‡Έ FED WILL RELEASE DELAYED GDP REPORT TODAY AT 8:30 AM ET

IF GDP < 3.1% β†’ CRYPTO PUMPS
IF GDP = 3.2% β†’ CRYPTO STAYS FLAT
IF GDP > 3.3% β†’ CRYPTO DUMPS

ALL EYES ON FED TODAY πŸ‘€
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The World’s Largest Primary #Silver Mines in 2024 🌏
🚨 Wall Street's 2026 Copper Calls Are Heating Up

Major banks mostly bullish on the red metal:

- UBS: Very bullish β†’ up to ~$13,000/ton by Dec 2026

- J.P. Morgan: Bullish β†’ ~$12,500/ton Q2, avg $12,075

- Citi: Most bullish β†’ >$13,000/ton (Q2), 12-14k range

- Goldman Sachs: Moderate/mixed β†’ $10,000–$11,400/ton

- Deutsche Bank: Mildly bullish β†’ ~$10,600/ton, peaks >$11,000

Consensus leaning toward strong upside on supply constraints + demand from electrification/AI/data centers.

Copper bulls loading up for 2026.

#Copper #Commodities #Mining #EnergyTransition #Investing
Tuesday, Dec 23 2025, 12:00 UTC time

πŸ“‹ US MARKETS & RATES 
βœ… Wall St futures tick higher; US stocks opened in the green as 10‑year Treasury yields hold steady β€” markets await upcoming GDP data for clearer Fed rate signals.

πŸ”– USD & FX 
πŸ“Œ Dollar weakens; offshore yuan hits a 15‑month high while USD/JPY falls as yen soars today β€” dollar softness supporting EM and commodity currencies.

πŸ“‹ GOLD & COMMODITIES 
βœ… Gold scales a new all‑time peak as safe‑haven demand rises amid global uncertainty; spot prices plunged earlier on low pre‑holiday demand but rebounded.

πŸ”– EUROPE: FRANCE & MARKETS 
πŸ“Œ France rushes emergency budget law to avert shutdown after talks collapse β€” CAC 40 dips as investors eye the stopgap budget; France 10‑yr OAT yields ease slightly.

πŸ“‹ EUROPE: MACRO & MARKETS 
βœ… DAX at 1‑month high; European stocks set for muted open. German import prices mixed (bigest monthly rise in 20 months vs. -1.9% y/y). EU car registrations +2.1% in Nov.

πŸ”– SPAIN & ITALY 
πŸ“Œ Spain Q3 GDP confirmed +0.6% q/q; PPI sliding on energy prices. Italy 10‑yr BTPs pull back amid market pause.

πŸ“‹ GERMANY & NORDICS 
βœ… Sweden producer prices fall sharply; Swedish krona hits near 4‑year high. Finland jobless rate rises to 5‑month high; Norway loan debt growth steady.

πŸ”– SWITZERLAND 
πŸ“Œ Swiss investor sentiment falls in December β€” watch CHF flows as global rates and safe‑haven calculus shift.

πŸ“‹ UK & IRELAND (ENGLAND included) 
βœ… Market attention on UK rates and European spillovers; general risk tone supportive for equities despite fiscal headlines in France.

πŸ”– ASIA: CHINA, JAPAN, KOREA & AUSTRALIA 
πŸ“Œ China chip‑equipment imports under scrutiny for trade development; offshore yuan strength. Japan yen surges today. Australia: AUD extends gains; 10‑yr yield near 2‑yr high; Qtrly CPI still guiding RBA rate expectations.

πŸ“‹ CANADA 
βœ… Canadian themes dominated by global rate moves and commodity swings β€” CAD supported when commodity prices and risk appetite rise.

πŸ”– RUSSIA & IRAN (GEOPOLITICAL WATCH) 
πŸ“Œ Geopolitical tensions keep safe‑haven flows in focus; Fitch upgrades Ukraine to CCC β€” developments likely to influence European risk premia and energy markets.

πŸ“‹ EM MARKETS & LATAM (BRAZIL) 
βœ… EM stocks rally toward best year since 2017 on soft inflation and policy support; Brazilian and other EM FX benefit from weaker dollar and risk on flows.

πŸ”– OTHER EUROZONE DATA 
πŸ“Œ Belgium inflation moderates in Dec; Austria current account swings to deficit; Hungary current account surplus widens in Q3; Poland unemployment steady at 5.6%.

πŸ“‹ GLOBAL TRADE & DEALS 
βœ… Indonesia and US near tariff deal signing in January β€” potential positive for regional trade and EM sentiment; Taiwan export orders surge in Nov supporting tech cycle optimism.
AI Boom Revives Obsolete Peaker Plants

The Hidden Cost of Data Centers

Surging power demand from AI data centers is bringing decades old "peaker" fossil fuel plants back online across the US.

Key facts:

In PJM (largest US grid): 60% of planned retirements postponed/cancelled this year mostly peakers
These inefficient, high-pollution plants (often in low-income communities) now profitable again

Example: Fisk plant in Chicago's Pilsen neighborhood reactivated

Trade-off: Prevents blackouts but boosts local pollution & delays clean energy transition.

The real energy crisis behind the AI hype.

#AI #DataCenters #Energy #PowerGrid #Environment #Investing
πŸ“ˆCopper Hits Fresh All-Time High

Nearing $12,000/ton!

LME copper surges to new record amid:

Trade turmoil & tariff fears disrupting supply chains

Extremely tight physical markets (low inventories, mine disruptions)

Bullish long-term demand outlook: AI data centers, electrification, grid upgrades

The red metal is screaming "supply crunch" while demand accelerators kick in.

#Copper #Commodities #Mining #EnergyTransition #Investing
πŸ”₯ US macroeconomic data:

β–ͺ️ GDP (q/q) (3rd quarter)

FACT: 4.3%
FORECAST: 3.3%
PREV.: 3.8%

β–ͺ️ GDP deflator (q/q) (3rd quarter)

FACT: 3.7%
FORECAST: 2.7%
PREV.: 2.1%

β–ͺ️ Core personal consumption expenditure price index (3rd quarter)

FACT: 2.9% 
FORECAST: 2.9%
PREV.: 2.6%

β–ͺ️ Core personal consumption expenditure price index (m/m) (October)

FACT: 0.2% 
FORECAST: 0.3%
PREV.: 0.7%

β–ͺ️Personal consumption expenditure price index (3rd quarter)

FACT: 2.8%
FORECAST: 2.9%
PREV.: 2.1%
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The US will start approving oil&gas and nuclear plants in 3 weeks. Wow!

Donald Trump:

"I'm giving you (AI) approval to build you own plant.

If it's oil&gas get them approved in 2 weeks.
If it's nuclear, add another week."

Total game changer.
πŸ€” The US stock market's fear and volatility index (#VIX) today tested a yearly low.
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πŸ”₯1
Top 100 24h Gainers πŸš€

XDC        $0.0488        +4.42% 
XAUt      $4481.10      +0.97% 
PAXG      $4493.13      +0.82% 
M            $1.37            +0.45% 
FET        $0.2102        +0.44% 

Top 100 24h Losers πŸ”»

NIGHT    $0.0792        -21.30%
PUMP      $0.001742    -11.63%
CC          $0.0802        -9.29% 
MNT        $1.06            -7.20% 
KAS        $0.0449        -6.56%
πŸ’₯ FedWatch: The probability of a Fed rate cut in January has plummeted to 13.3%
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