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19.11.25 - 21:54
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US-Militärdelegation führt Gespräche in Kiew (DPA-AFX)
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KIEW (dpa-AFX) - Eine US-Militärdelegation führt Gespräche in Kiew inmitten von Nachrichten über einen neuen amerikanisch-russischen Plan für ein Ende des über dreieinhalbjährigen Kriegs. Der ukrainische Verteidigungsminister Denys Schmyhal berichtete ......
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19.11.25 - 21:54
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It′s Natural for Saudi Arabia to Invest in US, Al-Falih Says (Bloomberg)
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Saudi Arabia Investment Minister Khalid Al-Falih says it's only natural for the Kingdom to invest capital in the US as it looks to modernize and diversify its economy. He also says it's compelling for US companies to invest in Saudi Arabia. Crown Prince Mohammed bin Salman pledged to invest up to $1 trillion in the US during his visit this week to Washington. Al-Falih speaks to Bloomberg's Annmarie Hordern at a US-Saudi Investment Forum. (Source: Bloomberg)...
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19.11.25 - 21:42
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Top US Army Officials Head to Ukraine as Trump Pushes Peace (Bloomberg)
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Former NATO supreme allied commander in Europe Wesley Clark said that granting Russia territorial concessions in a potential Ukraine peace deal is a 'dangerous principle to set loose' as top American military officials visit Kyiv. Clark also talked about concerns that innovations in the F-35 fighter jets sold to Saudi Arabia could end up in enemy hands, saying that 'technology does migrate.' (Source: Bloomberg)...
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19.11.25 - 21:27
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FOMC Minutes Expose Fractured Fed; "Many" See No Tariff Inflation, "Several" Fear Disorderly Drop In Stocks (ZeroHedge)
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FOMC Minutes Expose Fractured Fed; "Many" See No Tariff Inflation, "Several" Fear Disorderly Drop In Stocks
Since the last FOMC meeting (Oct 29th), gold is the best performing asset (along with the dollar) as bonds, stocks, and oil are all down notably...
Source: Bloomberg
Rate-cut odds for the December meeting continued to tumble after Powell's hawkish comments (and the follow-up FedSpeak). Today saw BLS confirm no more payrolls data before the next Fed meeting and that pushed expectations even more hawkishly lower...
Source: Bloomberg
As a reminder, The Fed cut rates by 25bps in the October meeting to 3.75-4.00%, with two dissenters: 1 hawkish (Schmid) and 1 dovish (Miran). Other non-voters have been out recently suggesting they did not support a cut.
While markets have made up their minds on the rate-cut decision, as we noted earlier, we'll be watching for color on the hawk/dove split; but, most eyes will be on discussions around The Fed's balance sheet (the end of Q...
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