FED's Musalem just kicked the leg of Warsh and rightly so
Fed's Musalem: Communications Not Necessarily The Same As Forward Guidance
Hello hello.. dear Mr Rubio.. it is you guys that threaten it so maybe time to look around in your own backyard and see what is wrong!!!!
SILVER Daily
CODE RED…… weakness here too despite the dip in the broad USD…. and we hve reached near the 50.35… this is a Code Red…. Break here opens 45.50 or all sorts of trouble
WATCH 50.35… BULLS NEED THIS TO HOLD
EURUSD 4H
BUY DOVISH, SELL HAWKISH is the new mantra that I have looked at yesterday and that turned out quite well... see inside
macrobeat.co.uk/my-thoughts/…
EURUSD 4h- nice bounce... HAS to hold the 1.1160 and that would tell us we have more upside and possibly seen the lows BUT we are just on the edge. For a moment today, It felt like the market starts to get it.. we might enter a world where you "Buy Dovish" and " sell hawkish" , hence why I like core long EURUSD and EURAUD.... the clever part of the ECB today was to try and break that silly race for energy related rate hikes while the economy risk is on the downside... why do you want to make the Stagflation risk a reality... hence... maybe I am a touch too early BUT here it is again.... "BUY DOVISH, SELL HAWKISH)
Key levels 1.1150 -60 area, if the break holds.. extension towards 1.1215 and 1.1255... failure and back to 1.1100
This is very concerning, if the worst Head of Defence continues to fire Generals..... a guy that is totally out of his depths on this job.... next to the guy in the WH , the worst Commander in Chief.... one truly has to worry.
ICYMI | Hegseth Fires A Top General - Atlantic
theatlantic.com/national-sec…
As the details read... Trump was briefed but took NO Action.. of course not.... Xi and Vlad, his 2 best buddies.... !!
Nvidia Chief, Jensen Huang, Is Seen As Target Of Chinese Spy Plot – NYT
nytimes.com/2026/10/29/us/po…
EURUSD 4H
macrobeat.co.uk/my-thoughts/…
JUST LET THIS SINK IN
U.S. Treasury has borrowed $155 billion every month of this fiscal year—and is now paying $24 billion a week in interest on its debts
While the region is trying all to de-escalate... the issue is.. Trump has none of it...as in Trump World, he wants Iran to surrender and capitulate which in the real world is not going to happen... .that means... the odds of peace is very low unless Trump would be desperate for some reason (or his family can make a bio or 2 from it)
Qatari Mediators Presented Iran With New Draft Deal In Tehran On Sunday, Iran Considering The Proposal And Response Expected By The End Of The Week - Official Briefed On The Negotiations To RTRS
- Draft Sets A Seven-Day Timeline Addressing Both Sides' Concerns, Each Side Must Make Daily Confidence-Building Steps, Timeline Could Begin Early Next Week
- Several Countries Would Act As Guarantors Of The Deal
The Countdown to the most interesting Mid Term Election ever...
The begging email that shows Trump is panicking over the midterms
inews.co.uk/news/world/beggi…
EURUSD Daily
Answers on a post card. We have seen a strong recovery of the French Bonds as well as the spread to Germany recovering to the tune of some 12 bp… but the EUR grinded lower all day after a brief overnight rally on the Sunday open. It is very hard to rationalise what this move should tell us… last week, at the worst of the European Bond move, the EUR was unable to even drop 20 pips and we started to think that the market has Zero appetite to buy USD, which I still think is the case even though that the move yesterday would not say so BUT if we take the USDJPY move into account… also moving for no reason… it felt like a big TWAP day to buy USD and it could well be linked to the month end already. I m not saying the EUR should have exploded for a relief really in French bonds but what makes ZERO sense is the fact it dropped on that which it did not last week. Of course, we are also preparing for the FOMC but I doubt this is already pre FED USD buying given we are going for a pass but maybe some hawkish talk again.. then ECB on Thursday. I still feel that the 1.1130 fib support will hold yet again or call it the 1.1100-1.1130 cluster and also borrow that back side of the trend line…. hold your breath as next week, you could be in for a wild ride and it involves USD selling in my view…. Trump gave us a taster when he did comment the Brazilian election as rigged… just wait what he has to say if he loses Congress and the Senate.
Key levels to WATCH 1.1100 and 1.1130 vs 1.1245….. I feel USD selling next week could take us back to 1.1350 or higher.. especially if my fear around Mid Terms come true
macrobeat.co.uk/my-thoughts/…
Let that sink in, especially the last sentence..... we might not just step up our own security. Looking at what Musk did with Starlink and Starshield, maybe we should also be more careful with US Tech
According to The Wall Street Journal, 10 countries have signed on to Macron's "forward deterrence" initiative, among them the UK, Germany, Poland and several Nordic states. Italy turned down the offer, and the Baltic states are not part of it. Under the plan, France would station nuclear-capable fighter jets across Europe and strengthen intelligence sharing and early-warning systems to deter Russia. The effort widens France's nuclear deterrence role on the continent as trust in U.S. security guarantees erodes.
Trump continues to do all a good Russian asset would ?
wsj.com/opinion/viktor-orban…
Good news for Europe. One by One they are falling... After the Hungarian Election in August, now the Serbian with Vucic out... Putin lost 2 friends now in European Politics.... who is next? Trump ?
Serbia’s Vucic Concedes Defeat After Putin-Like Gamble Fails - Bloomberg
bloomberg.com/news/articles/…
EURUSD Daily
Reminder of the Key levels heading into this week
macrobeat.co.uk/my-thoughts/…
EURUSD 4h
Start of the day/week
macrobeat.co.uk/my-thoughts/…
Beat Nussbaumer retweeted
For Putin, the suffering is the point.
The war he started has killed thousands of Ukrainian civilians, kidnapped more than 20,000 children, and bombed children’s hospitals. And every winter, Russia attacks Ukraine’s power grid to leave families freezing in the dark.
Watch @ZelenskyyUa at @HudsonInstitute on the human cost of Putin’s war.
Russia's full-scale invasion of Ukraine has forced over 9.5 million people to flee their country and has claimed tens of thousands of civilian lives.
In a conversation with @john_walters_, President @ZelenskyyUa details the devastating human cost of Russia's war.










