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Nowhere to hide (except bonds)
Despite a strong U.S. jobs report, bonds rallied hard this week, leaving many on Wall Street scratching their heads. Bigger picture macro players are now starting to place bets that AI will be a disinflationary force. Disinflation means lower interest rates and higher bond prices and that’s what we got here this week. The continued flight out of technology stocks leaves investors even more desperate for safe havens… They tried putting money into gold and silver, but those both buckled too as the market hunts down and shoots every 2026 consensus trade. Maybe when you see lineups outside gold shops, you should ... (full story)
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From msn.com|Feb 13, 2026Aluminum fell along with other metals as traders reacted to a possible reduction in the scope of US import tariffs on some aluminum and steel products. Prices fell as much as 2.7% ...
From @financialjuice|Feb 13, 2026|89 commentsTrump: I think the Iran talks will be successful. If unsuccessful, it'll be a bad day for Iran. TRUMP: SECOND CARRIER JUST ARRIVED IN PERSIAN GULF TRUMP: WE'LL NEED AIRCRAFT CARRIER IF NO DEAL WITH IRAN TRUMP: LOOKING AT A PRIME MINISTER FOR IRAQ
From @FirstSquawk|Feb 13, 2026|9 commentsTRUMP: PRAISES INFLATION GOING DOWN TRUMP: PRAISES GOOD FINANCIAL NUMBERS TODAY ... Trump on Europe: We get along very well. we are negotiating now.
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From finance.yahoo.com|Feb 13, 2026Traders priced in higher odds that the Federal Reserve will cut interest rates more than twice this year, unleashing gains in the Treasury market, after a gauge of US inflation ...
From corporate.nordea.com|Feb 13, 2026|2 commentsWe keep seeing no cuts from Fed. With decent growth momentum in an economy with a weak supply side in the labour market, it seems likely that unemployment will stay at low levels. ...
From @MarketNews_Feed|Feb 13, 2026|8 commentsFED'S GOOLSBEE: I HOPE WE'VE SEEN THE PEAK IMPACT OF TARIFFS. ... GOOLSBEE: WE'RE STILL SEEING PRETTY-HIGH SERVICES INFLATION FED'S GOOLSBEE: CPI DATA HAD SOME ENCOURAGING BITS, AND SOME CONCERNS. ... Fed's Goolsbee: Strong January job data hopefully a sign of stability. Job market has been steady and only modest cooling. ? FED'S GOOLSBEE: RATES CAN STILL GO DOWN BUT NEED TO SEE PROGRESS ON INFLATION
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- Feb 13, 2026 12:16pm Posted byFundamental Analysis1,047
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