🇺🇸 President Trump will decide on the next Fed Chair very soon.

BlackRock’s Rick Rieder is still in the lead, with a ~ 50% chance of winning according to Polymarket.

Tomorrow at 2:30 p.m. ET: Chair Powell hosts live #FOMC press conference: federalreserve.gov

🚨 THE “MOTHER OF ALL TRADE DEALS” IS REAL

🇮🇳🤝🇪🇺 India–EU just rewired global trade

After 20 years of talks, the numbers are huge:

• 90% of tariffs wiped out on EU–India goods trade
• EU exports to India set to DOUBLE by 2032
• 🚗 EU car tariffs: 110% → 10%
• 🍷 EU wine tariffs: 150% → 20–30%
• 💎 Indian jewelry & textiles into EU: 0% tariffs
• 🧱 Furniture, chemicals, metals, leather: 0% tariffs

📊 Why this is big
• Covers 2 billion people
• Represents 25% of global GDP
• One of the largest bilateral trade zones ever created

#IndiaEUTradeDeal diversifying away from the US, locking in supply chains, capital flows, and industrial alignment for the next decade.

🌐 The global trade map just shifted.

#India #Europe #trade

⌚ Watches with BTC mining functionality.

Luxury watch brand Jacob & Co. collaborated with the GoMining platform to release the Epic X GoMining mechanical watch for $40,000.

The accessory comes with a digital miner with a power of 1000 TH/s, whose operation is implemented through the GoMining infrastructure and is linked to the owner's account.

Only 100 pieces will be produced. The collection will make its debut on February 10-12 at a cryptocurrency conference in Hong Kong.

Top 100 24h Gainers 🚀

HYPE        $28.51          +20.12%
PUMP        $0.003169  +19.52%
CHZ          $0.0577        +11.11%
ZEC          $398.44        +9.33% 
LIT          $1.90            +9.07% 

Top 100 24h Losers 🔻

RIVER      $68.51          -16.83%
M              $1.52            -5.11% 
KAIA        $0.0718        -4.54% 
SKY          $0.0637        -3.15% 
RENDER    $1.88            -3.15%

#DXY US dollar is dumping hard since the Fed rate checks and YEN INTERVENTION rumors started.

The IMF has also confirmed that it is now stress testing scenarios where there is a rapid sell-off of U.S. dollar assets.

Kristalina Georgieva said the IMF is modeling even "UNTHINKABLE" events, including a fast exit from the dollar, because global financial risks and policy uncertainty are rising.

This means the IMF is officially treating stress in the dollar as a real global risk. They are preparing for what happens if trust in the dollar drops suddenly.

With this, the dollar will get weaker and asset owners will be the biggest winners.

Before 1985, it also began with rate checks, policy signals, and rumors of coordination. The dollar started weakening before any official intervention was announced.

Now the same pattern is showing again.

US Dollar index #DXY/USD H4 #Indicator #Signal #Trading #GlobalOneAI

🇺🇸 The S&P 500 has just hit a new all-time high.

ROBOTICS ECONOMY: CHEAT SHEET

If today you missed $RR

Do not miss the rest of the robotics run:

Automation & Vision
$ROK $ZBRA $CGNX $FANUY

Surgical Robotics
$ISRG $SYK $MDT $PRCT

Defense Autonomy / Drones
$AVAV $KTOS $LMT $NOC $BAH

AI “Brain” (Compute + Autonomy)
$NVDA $AMD $QCOM $PLTR

Autonomous Logistics
$SYM $SERV $AMZN $KION

Industrial / Human-Like Robotics
$TSLA $TER $ABB

Sensors / Motion / Picks-and-Shovels
$TDY $AME

Software → machines → scale.

#BITCOIN POWER BOTTLENECK

Everyone’s watching Bitcoin.

The next winners are watching power.

$RIOT +9%
$CIFR +14%
$IREN +14%
$HUT +10%
$MARA +6%
$GLXY +6%
$APLD +15%
$WULF +11%

The rotation is showing now today.

This is SHOCKING.

#DXY The US dollar has crashed nearly 13% in the last 12 months and dropped below March 2022 levels.

This is one of the main reasons #silver has surged 267% and #gold has risen 84% in the past year.

Trust in the US Dollar as a Global reserve currency is fading fast.

🇺🇸 President Trump says the US dollar is "doing great."

🇨🇺 | Trump says Cuba is on the brink of collapse, warning that the nation is “very close to failing” and could be in serious trouble soon.

#DXY THE US DOLLAR INDEX HAS NOW BROKEN ITS 15 YEAR UPTREND.

This is happening due to JPY strength along with IMF warning of a rapid sell-off of US dollar assets.

Monthly candle closes in 3 days, and if it closes below this trendline dollar could crash hard.

#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Gold volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD

🚨 CHINA IS EATING LATAM’S TRADE LUNCH 🌎🔥

And for US it’s Hard to reverse

📊 The numbers that matter

• China–LatAm trade: $500bn and rising

• U.S.–LatAm trade: still bigger, but volatility is growing

• In Brazil, Chile, Peru, Argentina, China already rivals or beats the U.S.

• Commodities dominate: oil, copper, iron ore, soy

🧠 Why this is dangerous
• #China buys raw materials, not politics
• Infrastructure + trade = long-term lock-in
• Once supply chains flip, they rarely come back

⚠️The U.S. still leads today.
But China is setting the marginal price of influence.

And markets follow margins.

📰 Top Headlines

📋 Market Drivers — Quick Take\n
Key headlines: Hungary central bank holds rate at 6.5%; US Consumer Confidence fell to a 12‑year low (Conference Board); Australia headline & core inflation topped forecasts, raising rate‑hike risks. Immediate FX theme: AUD stronger on hawkish surprise, HUF little changed after rate hold, USD pressured by weak confidence data.

✅ Hungary — rate hold\n
Reuters: Hungary keeps base rate at 6.5% as expected. Implication: No surprise for markets — short‑term HUF volatility limited. Policy neutrality keeps HUF rangebound unless global risk sentiment shifts or ECB/US rates move decisively.

🔖 US — consumer confidence slump\n
Dow Jones: Conference Board confidence hit a 12‑year low in January (reported twice). Implication: Signals domestic demand weakness and undermines near‑term risk appetite; potential softening for USD if data trend continues, though Fed policy expectations still hinge on inflation and jobs.

📌 Australia — inflation overshoots\n
Trading Economics / Reuters: Headline and core inflation above forecasts. Implication: Renewed market pricing of further RBA tightening — supportive for AUD. Short end yields may repricing higher; commodity‑linked FX and regional risk assets could get a lift.

📋 FX positioning & cross impacts\n
Outlook: AUD/ USD likely exhibits upside bias near term; HUF reaction muted absent fresh ECB/ECB‑proxy signals; USD may face downside pressure from risk‑sensitive flows given weak US confidence, but a resilient jobs/inflation mix could cap declines. Watch US data and central bank commentary for confirmation.

✅ Trade/watch list\n
- Monitor AUD reaction to RBA commentary and Australian CPI follow‑ups.\n
- Watch US labor/inflation prints—will determine whether confidence drop becomes a trend for USD selling.\n
- Keep an eye on ECB guidance and global risk sentiment for HUF direction.

Bottom line: Australia inflation is the primary near‑term driver (AUD bullish); US confidence adds USD downside risk unless offset by stronger macro prints; Hungary’s steady rate is market‑neutral.

🚨 SILVER JUST BROKE OIL ⚠️

This is not normal.

🧨 Silver / Oil Ratio just hit 1.80
• Long-term average: 0.33
• Prior crisis peak (2020): 0.56
• That’s 5x the historical norm

🛢️➡️🥈
1 ounce of silver now buys almost 2 barrels of oil.

This has never happened before!

📉 What it signals:
• Complete decoupling between hard money and energy
• Silver pricing a monetary + industrial squeeze
• Oil not pricing long-term scarcity yet

When ratios blow out like this, something snaps next.

Either:
• Oil reprices violently higher
• Or silver collapses

⚠️ Watch #energy. Watch #metals.
This gap is a warning.

#oott #Brent

🔥 IRAQ UPDATE: WHY THE DELAY IS ACTUALLY THE SIGNAL

Presidential vote postponed. Not because they can't. Because they WON'T.

Trump just played his card.

What happened:
Parliament failed to achieve quorum for presidential election. Why? Behind the scenes, Trump delivered an ultimatum via Mark Savaya + Truth Social:

🚨 "If Maliki returns as PM, the United States will no longer help Iraq. Without us, Iraq has zero chance of success, prosperity, or even freedom."

That's not diplomacy. That's a VETO.

The real story:
Coordination Framework (Iranian-backed) called EMERGENCY MEETING after Trump's post. They're not delaying because of incompetence. They're delaying because Trump said NO to their candidate.

Mark Savaya (US envoy): "We are working to form an Iraqi government without militants. We have a database of corrupt files."

Translation: We know who you are. Try it and face sanctions + asset seizures.

Why this matters for monetary reform:

Iraqi economist on national TV: "Delays in government formation will COLLAPSE the monetary reform."

The rate change can't happen until sovereignty is real. Trump just forced Iran OUT of the equation. That's the prerequisite.

Pattern recognition:
✅ Trump physically present via envoy (Jan 2026)
✅ CBI infrastructure complete
✅ Banking partnerships activated
✅ Public messaging ("trillions to billions")
✅ Trump blocking Iranian control ← NEW
❌ Government formation (WAITING ON THIS)

Timeline update:

I said "first domino falls today." I was wrong. The domino is STUCK because Trump won't let the wrong people push it.

But here's why that's GOOD news:

Trump wouldn't threaten withdrawal of support unless Iraq matters. He's not blocking Maliki to keep the status quo. He's clearing the path for what comes AFTER.

What to watch:
1. Coordination Framework capitulates or Trump escalates sanctions
2. Kurdish candidate (Fuad Hussein) gets presidency without Framework interference
3. New PM acceptable to US/Trump gets installed
4. THEN: Budget approval → Rate change

My read:

The postponement isn't failure. It's Trump forcing compliance. When that government forms, it will be POST-Iranian influence. That's when monetary reform activates.

Timeline: Not this week. But the Trump intervention means they're clearing obstacles, not creating them.

Frustrating? Yes. Bullish? Also yes.

Sources: Frank26, Trump Truth Social, Iraqi parliament reports

🧱