LIQUIDITY INJECTION ๐จ
TOMORROW, the FED will inject over $8 BILLION into the makets.๐
Bullish.๐
TOMORROW, the FED will inject over $8 BILLION into the makets.
Bullish.
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Monday, Feb 16 2026, 12:00 UTC time
Latest Important Headlines
๐ โ US / Markets
๐ Focus week: US GDP, PCE inflation and Fed minutes due โ major drivers for FX and bond moves; dollar steady in thin holiday trade.
โ ๐ New Zealand
๐ New Zealand: Composite and Services PMIs dip slightly from multi-year highs; credit card spending falls the most in a year. Kiwi subdued ahead of RBNZ outlook โ risks to NZD from softer activity data.
๐ ๐ Australia
๐ RBA minutes expected to highlight the fight against inflation; Australian dollar rebounds ahead of the release. Australia 10-year yield hits a 4-week low as markets digest monetary outlook.
๐ ๐ China / Energy
๐ Offshore yuan hits a fresh 34-month high. China set to import a record volume of Russian oil in February as India cuts back โ implications for global oil flows and sanction dynamics.
โ ๐ United Kingdom / Europe
๐ UK: Rightmove shows house-price gains cooling as higher supply tempers February growth; property asking prices steady after post-budget jump. Sterling steady as markets await key UK data; UK 10-year gilt yields fall to one-month low. Labour law changes prompt survey-reported pullback in permanent hiring.
๐ ๐ Eurozone & EU members
๐ Eurozone industrial output posts sharpest drop since April โ downside risk to growth and EUR if weakness persists. European stocks edge higher in quiet trade; DAX cautiously up. ECB signals confidence, euro holds firm.
๐ โ Switzerland
๐ Swiss economy swings back to growth, Q4 GDP up 0.2% โ franc maintains strength amid resilient data.
๐ ๐ Romania / Eastern Europe
๐ Romania: January inflation eases to 9.62% y/y but remains elevated; current account deficit widened to โฌ30.13bn and gap hits 5-month high โ central bank likely to remain cautious.
๐ ๐ Nordics & Others
๐ Sweden jobless rate down to 8.6%; Norway trade surplus narrows in January. Estonia sees lowest unemployment in two years. Slovakia inflation hits a 4-month high โ mixed regional macro signals.
โ ๐ Commodities & Precious Metals
๐ Gold and silver ease on thin holiday volumes; bearish momentum noted for gold. Oil steadies while iron ore halts trading for Lunar New Year.
Market takeaway: Major focus on US data and Fed minutes for global rates and FX; Asia-Pacific central bank cues (RBNZ, RBA) to influence AUD/NZD; China-Russia oil flows and a stronger yuan bear on commodity and EM dynamics; European growth/inflation prints keep ECB and regional yields front of mind.
Latest Important Headlines
๐ โ US / Markets
๐ Focus week: US GDP, PCE inflation and Fed minutes due โ major drivers for FX and bond moves; dollar steady in thin holiday trade.
Fed minutes and data will set tone for risk and yields.โ ๐ New Zealand
๐ New Zealand: Composite and Services PMIs dip slightly from multi-year highs; credit card spending falls the most in a year. Kiwi subdued ahead of RBNZ outlook โ risks to NZD from softer activity data.
๐ ๐ Australia
๐ RBA minutes expected to highlight the fight against inflation; Australian dollar rebounds ahead of the release. Australia 10-year yield hits a 4-week low as markets digest monetary outlook.
๐ ๐ China / Energy
๐ Offshore yuan hits a fresh 34-month high. China set to import a record volume of Russian oil in February as India cuts back โ implications for global oil flows and sanction dynamics.
โ ๐ United Kingdom / Europe
๐ UK: Rightmove shows house-price gains cooling as higher supply tempers February growth; property asking prices steady after post-budget jump. Sterling steady as markets await key UK data; UK 10-year gilt yields fall to one-month low. Labour law changes prompt survey-reported pullback in permanent hiring.
๐ ๐ Eurozone & EU members
๐ Eurozone industrial output posts sharpest drop since April โ downside risk to growth and EUR if weakness persists. European stocks edge higher in quiet trade; DAX cautiously up. ECB signals confidence, euro holds firm.
๐ โ Switzerland
๐ Swiss economy swings back to growth, Q4 GDP up 0.2% โ franc maintains strength amid resilient data.
๐ ๐ Romania / Eastern Europe
๐ Romania: January inflation eases to 9.62% y/y but remains elevated; current account deficit widened to โฌ30.13bn and gap hits 5-month high โ central bank likely to remain cautious.
๐ ๐ Nordics & Others
๐ Sweden jobless rate down to 8.6%; Norway trade surplus narrows in January. Estonia sees lowest unemployment in two years. Slovakia inflation hits a 4-month high โ mixed regional macro signals.
โ ๐ Commodities & Precious Metals
๐ Gold and silver ease on thin holiday volumes; bearish momentum noted for gold. Oil steadies while iron ore halts trading for Lunar New Year.
Market takeaway: Major focus on US data and Fed minutes for global rates and FX; Asia-Pacific central bank cues (RBNZ, RBA) to influence AUD/NZD; China-Russia oil flows and a stronger yuan bear on commodity and EM dynamics; European growth/inflation prints keep ECB and regional yields front of mind.
๐จ๐ญ Global One SI - Prompt
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI Gold volatility can move fast. Leverage magnifies it. Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAU-USD
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAU-USD
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage โก๏ธ gains.trade/trading#XAU-USD
๐จ๐ญ Global One SI - Prompt
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot โฆ
#BTC/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
๐ฒ @polycoolbot
โ๏ธ gains.trade
โ๏ธ ostium.com
โ๏ธ vooi.io
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
๐ฑ mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
๐ฒ @polycoolbot
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
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Samsungโs solid-state #silver battery could be a game changer.
- Needs ~1 kg of silver per 100 kWh vs ~20 g for lithium batteries
- Has ~2x the range
- Charges ~4x faster
- Lasts ~2x longer
- Is much safer
Just a doubling of range could mean a ~2 kg silver content that would save a ~$14K battery replacement.
If just 10% of global EV production adopted this technology, it could add ~55 m oz of annual silver demand, in a market that has already recorded deficits for 6 consecutive years.
Industrial silver demand remains strong
- Needs ~1 kg of silver per 100 kWh vs ~20 g for lithium batteries
- Has ~2x the range
- Charges ~4x faster
- Lasts ~2x longer
- Is much safer
Just a doubling of range could mean a ~2 kg silver content that would save a ~$14K battery replacement.
If just 10% of global EV production adopted this technology, it could add ~55 m oz of annual silver demand, in a market that has already recorded deficits for 6 consecutive years.
Industrial silver demand remains strong
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$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS | Secretary of War Pete Hegseth on the Drone Dominance initiative: " This program will drive costs down and capabilities up. We will deliver tens of thousands of small drones in 2026, and hundreds of thousands by 2027."
Unknown person to Epstein:
"we should look at the possibility and how to make money, should China decide to drop the currency US$ peg and use #gold instead"
This was in 2011.
Elites were talking about the debasement trade long before it was mainstream.
"we should look at the possibility and how to make money, should China decide to drop the currency US$ peg and use #gold instead"
This was in 2011.
Elites were talking about the debasement trade long before it was mainstream.
๐1
#BRICS countries say they will soon introduce digital currency to reduce dollar dominance in the world.
๐จ๐ญ Global One SI - Prompt
#BRICS countries say they will soon introduce digital currency to reduce dollar dominance in the world.
If BRICS pulls this off, it wonโt just be about a new digital currencyโฆ itโll be about leverage.
The dollar dominance isnโt just economics, itโs influence, sanctions power, trade settlement control. So the real question is not โcan they build it?โ,itโs โcan they trust each other enough to use it?โ
China and India have border tensions. Russia is sanctioned. Brazil shifts politically every few years. South Africa has its own domestic pressures.
A shared currency needs shared discipline.
This will spark headlines, but adoption is where the real battle is. The dollar didnโt become dominant by announcement. It became dominant by trust, liquidity and global usage.
Letโs see who actually settles oil and trade in it first
The dollar dominance isnโt just economics, itโs influence, sanctions power, trade settlement control. So the real question is not โcan they build it?โ,itโs โcan they trust each other enough to use it?โ
China and India have border tensions. Russia is sanctioned. Brazil shifts politically every few years. South Africa has its own domestic pressures.
A shared currency needs shared discipline.
This will spark headlines, but adoption is where the real battle is. The dollar didnโt become dominant by announcement. It became dominant by trust, liquidity and global usage.
Letโs see who actually settles oil and trade in it first
โ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จ ARGENTINA IS BUILDING A 36 MTPA LNG GIANT
๐ฆ๐ท YPF + ๐ฎ๐น Eni + ๐ฆ๐ช XRG just formalized ARGLNG
$50B. Vaca Muerta. Global ambition.
stages:
โช๏ธ Stage 1. 2 FLNG units. 12 MTPA
โช๏ธ Stage 2. 24 MTPA + modular onshore plant (Rio Negro)
โช๏ธ Stage 3. 36 MTPA full build-out
FID targeted H2 2026.
If delivered, Argentina moves from regional gas story
to global LNG supplier.
For:
โข Europe diversification
โข Asian demand growth
โข Middle East capital expansion
This is not incremental capacity.
Itโs a new Atlantic Basin pillar.
#LNG #oott #Argentina
๐ฆ๐ท YPF + ๐ฎ๐น Eni + ๐ฆ๐ช XRG just formalized ARGLNG
$50B. Vaca Muerta. Global ambition.
stages:
โช๏ธ Stage 1. 2 FLNG units. 12 MTPA
โช๏ธ Stage 2. 24 MTPA + modular onshore plant (Rio Negro)
โช๏ธ Stage 3. 36 MTPA full build-out
FID targeted H2 2026.
If delivered, Argentina moves from regional gas story
to global LNG supplier.
For:
โข Europe diversification
โข Asian demand growth
โข Middle East capital expansion
This is not incremental capacity.
Itโs a new Atlantic Basin pillar.
#LNG #oott #Argentina
๐ก๏ธ Countries with the Highest Defense Budgets ๐ฐ
1. United States ๐บ๐ธ: 968 billions
2. China ๐จ๐ณ: 235
3. Russia ๐ท๐บ: 146
4. Germany ๐ฉ๐ช: 86
5. United Kingdom ๐ฌ๐ง: 81
6. India ๐ฎ๐ณ: 74
7. Saudi Arabia ๐ธ๐ฆ: 72
8. France ๐ซ๐ท: 64
9. Japan ๐ฏ๐ต: 44
10. South Korea ๐ฐ๐ท: 38
11. Australia ๐ฆ๐บ: 36
12. Italy ๐ฎ๐น: 35
13. Israel ๐ฎ๐ฑ: 34
14. Ukraine ๐บ๐ฆ: 28
15. Poland ๐ต๐ฑ: 28
1. United States ๐บ๐ธ: 968 billions
2. China ๐จ๐ณ: 235
3. Russia ๐ท๐บ: 146
4. Germany ๐ฉ๐ช: 86
5. United Kingdom ๐ฌ๐ง: 81
6. India ๐ฎ๐ณ: 74
7. Saudi Arabia ๐ธ๐ฆ: 72
8. France ๐ซ๐ท: 64
9. Japan ๐ฏ๐ต: 44
10. South Korea ๐ฐ๐ท: 38
11. Australia ๐ฆ๐บ: 36
12. Italy ๐ฎ๐น: 35
13. Israel ๐ฎ๐ฑ: 34
14. Ukraine ๐บ๐ฆ: 28
15. Poland ๐ต๐ฑ: 28
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$IREN $CLSK $CIFR $BITF $WULF $CRWV | Anthropic CEO Dario Amodei: "The amount of compute being built will likely triple every year through 2029. We are moving from 10 to 15GW in 2026 to 300GW by 2029."
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Robert Friedland: We don't have the #copperโฆ youโre dreaming
- In human history, we have mined ~700 Mt of copper
- In the next 18 yrs, we need to mine the same amount as in the last 10k yrs
- And thatโs without factoring in renewables, data centers or wars
Copper is essential to modern life, yet most people assume it will always be available.... It wonโt.
- Since 1900, energy required to produce copper is up 16x
- Water consumption is up 2x
- Mines are deeper and smaller
- Grades are declining
We now need more resources to produce the same amount of copper.
- 6 Tier-1 copper mines must come online every year for the next 24 yrs
- The last major copper mine came online in 2021
- Major copper discoveries are down ~80% over the past 2 decades
We are heading toward a copper supply shortage.
- In human history, we have mined ~700 Mt of copper
- In the next 18 yrs, we need to mine the same amount as in the last 10k yrs
- And thatโs without factoring in renewables, data centers or wars
Copper is essential to modern life, yet most people assume it will always be available.... It wonโt.
- Since 1900, energy required to produce copper is up 16x
- Water consumption is up 2x
- Mines are deeper and smaller
- Grades are declining
We now need more resources to produce the same amount of copper.
- 6 Tier-1 copper mines must come online every year for the next 24 yrs
- The last major copper mine came online in 2021
- Major copper discoveries are down ~80% over the past 2 decades
We are heading toward a copper supply shortage.
China: Yuan should to dethrone the USD
China doesnโt want the US system. It wants its own.
A financial order with Chinese characteristics:
- Production over speculation
- Society over shareholders
- Currency strength over endless debasement
- Capital flowing in, not hollowing out
The American model prioritized profit above all else. Wall Street won. Main Street lost. The real economy was sacrificed to financial engineering.
China already dominates the physical economy. Manufacturing, supply chains, trade. Now itโs moving to the next phase: financial dominance.
For the United States, this isnโt competition... it's war
Americaโs financial empire is its last line of defense. Lose that, and the entire U.S. economic model breaks. This is the Thucydides trap in real time
1) A rising power changes the balance (economically, militarily, technologically)
2) The dominant power realizes the old rules no longer protect it
3) Peaceful adjustment would mean accepting decline
4) Decline is politically and socially unacceptable
5) Conflict becomes the least-bad option
War isnโt chosen because itโs good....
War is chosen because every alternative feels worse.
Brace for war
China doesnโt want the US system. It wants its own.
A financial order with Chinese characteristics:
- Production over speculation
- Society over shareholders
- Currency strength over endless debasement
- Capital flowing in, not hollowing out
The American model prioritized profit above all else. Wall Street won. Main Street lost. The real economy was sacrificed to financial engineering.
China already dominates the physical economy. Manufacturing, supply chains, trade. Now itโs moving to the next phase: financial dominance.
For the United States, this isnโt competition... it's war
Americaโs financial empire is its last line of defense. Lose that, and the entire U.S. economic model breaks. This is the Thucydides trap in real time
1) A rising power changes the balance (economically, militarily, technologically)
2) The dominant power realizes the old rules no longer protect it
3) Peaceful adjustment would mean accepting decline
4) Decline is politically and socially unacceptable
5) Conflict becomes the least-bad option
War isnโt chosen because itโs good....
War is chosen because every alternative feels worse.
Brace for war
๐จ CHINA IS TAKING OVER GLOBAL COPPER
production:
โข ๐จ๐ฑ Chile. 5.3M tons
โข ๐จ๐ฉ DRC. 3.3M tons
โข ๐ต๐ช Peru. 2.6M tons
โข ๐จ๐ณ China. 1.8M tons
โข ๐ฎ๐ฉ Indonesia. 1.1M tons
โข ๐บ๐ธ U.S. 1.1M tons
But hereโs the part markets ignore
โข China buys 70% of Peruโs copper
โข Chinese firms control >70% of DRC mines
That means that China doesnโt need to be the biggest producer.
It controls the flow.
As EVs, grids, and AI scale, copper becomes strategic.
And Beijing sits upstream of the Westโs electrification push.
#China #copper #energy
production:
โข ๐จ๐ฑ Chile. 5.3M tons
โข ๐จ๐ฉ DRC. 3.3M tons
โข ๐ต๐ช Peru. 2.6M tons
โข ๐จ๐ณ China. 1.8M tons
โข ๐ฎ๐ฉ Indonesia. 1.1M tons
โข ๐บ๐ธ U.S. 1.1M tons
But hereโs the part markets ignore
โข China buys 70% of Peruโs copper
โข Chinese firms control >70% of DRC mines
That means that China doesnโt need to be the biggest producer.
It controls the flow.
As EVs, grids, and AI scale, copper becomes strategic.
And Beijing sits upstream of the Westโs electrification push.
#China #copper #energy