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The Inter‑American Development Bank (IDB) Group has imposed a twenty‑four‑month Conditional Non‑Debarment on ECOSAC AGRÍCOLA S.A.C. and its subsidiary after confirming fraudulent financial representations made to an IDB Invest loan between 2022 and 2023. The settlement, reached through the Office of Institutional Integrity, requires ECOSAC to report compliance through an independent monitor and maintain cooperation with ongoing investigations. Failure to meet these conditions would trigger a full four‑year de‑barment. The new majority owner, Atitlán Grapes, was not involved in the misconduct and is exempt from the sanction.
Google issuing a 100-year bond to fund AI capex. Remember JC Penney’s 100-year bond? Issued in 1997. Bankrupt in 2020. At least they got their basis back in coupons.
China is directing state‑owned banks to cut U.S. Treasury holdings to roughly $750 billion by 2025, halving its 2010 peak. The reduction removes a major buyer from the market, shifting the financing burden toward Japan, the world’s largest foreign‑reserve holder. Japan’s...
The Atlantic Council’s GeoEconomics Center podcast explores whether a sustained dollar depreciation is emerging. Host Dan McDowell explains how a weaker greenback could reshape U.S. trade balances, investment flows, and national‑security calculations. The discussion highlights potential benefits for exporters alongside higher...
Bessent on balance sheet policy in a Warsh Fed: "I wouldn't expect them to do anything quickly. They've moved to an ample [reserves] regime ... that does require a larger balance sheet. So I would think they'll probably sit back,...
Uranium spot prices surged above $100 per pound in January 2026, the first breach of that level in two years, signaling renewed market vigor. Sprott Asset Management, a major buyer, added 4 million lb to its fund this year, bringing total holdings...
Buying silver bars online is presented as a practical way to add a tangible, low‑cost precious metal to a diversified portfolio. The article highlights that online bullion dealers offer broader product ranges, real‑time pricing and lower overhead, which translate into...
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Investors pushed the Dow Jones Industrial Average past the 50,000 mark for the first time, even as volatility surged. Despite the icy winds of market turbulence, many are still buying the dip, signaling stubborn optimism. Paul Hickey of Bespoke Investment...
In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal...
United States Antimony and Americas Gold have formed a 51-49 joint venture to construct a hydrometallurgical processing plant in Idaho’s Silver Valley. The facility will treat antimony feed from Americas Gold’s Galena complex and could handle additional sources, aiming to...
S&P Global Ratings upgraded First Quantum Minerals' credit outlook to positive, citing tangible progress toward restarting the Cobre Panama copper mine. The agency now expects the mine to resume operations in the first half of 2026, with a production ramp‑up later...
The frac spread count measures the number of completion crews actively fracturing a well. In the Permian, the frac spread count averaged ~100 crews in 2025, 3% higher than the 2024 average. Yet operators completed a total of ~6,800 wells,...
I keep playing through the potential outcomes over the coming months and I have a very difficult time painting a bull case for the dollar. I expect: 1. Monetary policy divergence widens (more dovish US vs RoW/Japan) 2. Capital flight risk as...
USD/JPY fell for a second day as Japan’s new lower‑house majority under Prime Minister Fumio Takaichi spurred a rally in Japanese equities and a shift of capital into the yen. The decline was amplified by weak U.S. retail‑sales data and...
Gold Price Short-term Outlook: XAU/USD From Panic to Pause- Breakout to Decide Direction https://t.co/e2vca3B4h2 $XAUUSD Daily & 240min Charts https://t.co/BsGu6wpKlh
Little Bounces Off Big Support From my live trading room Friday... Snap-back rallies off big support does not a trend-reversal make 🙃 $MSFT $AMZN $QQQ $BTCUSD $SLV https://t.co/OLa6XrVvqJ
U.S. Secretary of State Marco Rubio highlighted Brazil's new trade agreement with China that will use their own currencies instead of the U.S. dollar, signaling a shift toward a secondary, dollar‑independent global economy. He warned that as more nations transact...
No AI disruption worries in railroads, with Union Pacific, CSX, and Norfolk Southern all touching ATHs
OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P 500, Bitcoin, Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy
Arbol and Pollen Systems, backed by Esri and Omniris, have launched a parametric insurance product that fuses AI‑driven risk models with real‑time satellite, drone and field data. The solution leverages Esri’s GIS platform to deliver location‑aware insights throughout the policy...
🇨🇦🏭⛽️ Canadian refineries are running strong in the West, have seen operations slip faster than seasonally normal in Ontario, and have had a bouncing start to the year in Quebec & Eastern Canada. https://t.co/CY8K1qOKIh
The 'sell America' trade pressure seems to be picking up again. The SPX-VEU (rest of world equity ETF) ratio is the lowest since April 22nd. A little further and it is a two year low. Adding the DXY Dollar Index in for...
The U.S. Bureau of Labor Statistics reported that the Employment Cost Index (ECI) fell for the second straight quarter, marking the slowest annual wage growth in more than four years. In Q4, total compensation rose just 2.8% year‑over‑year, down from...
$AMZN is holding steady after the gap frenzy last week. A rally back to the 200-day moving average would make sense for the bulls and the bears, but that feels more like a "trade" to me. The real question...
Bond yields pulled back toward the 4.1‑4.2% band after weak retail‑sales data, reversing a brief flirtation with the 4.30% ceiling on the 10‑year Treasury. The market is now pricing in a softer labor outlook ahead of the February non‑farm payrolls...
GDPNow model (a “nowcast,” not a forecast) from @AtlantaFed down to +3.7% q/q annualized for 4Q2025 https://t.co/NKqC4jdaL0
US refinery heavy crude sourcing from Canada (red) vs Venezuela (pink), compared to refinery capacity (blue) 2010 on the left, 2024 on the right https://t.co/nKOX5T7tGn
Imagine being on a pretent "investment committee" that has finally figured out being Long Industrials $XLI and isn't Long of the Big $CAT ? lol Reality: they're all still long of the #Bag7 Stocks and widely held Large Cap Financials...
The U.S. Commerce Department reported that January 2026 consumer spending stalled, with retail sales slipping amid unusually cold weather. Month‑over‑month retail sales fell 1.2%, while personal consumption expenditures dropped 0.8% year‑over‑year. Analysts say the weather‑induced headwind temporarily depressed demand, but...
US Gulf Coast refineries (PADD3) have continued to grow distillation capacity while dramatically shrinking imports, displacing imported light and medium crudes with domestic light tight oil from the Shale Patch https://t.co/6EezXrbiQL
WH keeps 'pumping up' payrolls for tomorrow. Here's why. Revisions could wipe out all job growth last year. Zero. zip. nada. https://t.co/RILDizthdl
In this episode the host examines prediction‑market odds for Latin American leaders being ousted before the end of 2026, using data from Kalshi and Polymarket. He highlights Cuba, Venezuela, Bolivia and Ecuador as the most volatile cases, while noting that...
USDA's estimates for global corn and wheat ending stocks come in below expectations/last month (ending wheat's run of surging each month as harvests surpassed predictions). Soy stocks are up on a massive 180 mmt Brazilian crop. https://t.co/kM88lO1Zbq
ECI: Private-sector pay growth decelerated ever so slightly last year. Wages and salaries for private sector workers ex-incentive paid occupations was +3.38% in Q4 from a year earlier, unchanged from Q3. https://t.co/769ycb4jwP
The Securities and Exchange Board of India (SEBI) issued a circular tightening obligations for credit rating agencies (CRAs) when they rate instruments overseen by other regulators. The new framework mandates separate email IDs, distinct web disclosures, and unchanged minimum net‑worth...
Can't help but notice $COIN is bouncing off major league support around $145, lining up well with the Sep '24 and Mar '25 lows. Previous lows have been confirmed with a bullish crossover from weekly PPO. But dang...
Mexico’s inflation rate is ON TARGET at 3.65%/yr Mexico’s money supply (M4) is growing at 7.91%/yr, WITHIN Hanke's Golden Growth Rate of ~7.3%-9.3%/yr, a rate consistent with Mexico’s 2%-4%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/4w05Yr94Mz
The U.S. dollar stayed firm in early trade despite flat retail sales, while the 10‑year Treasury yield slipped back below 4.2%. Market participants are largely ignoring the consumption miss, focusing instead on tomorrow’s delayed non‑farm payrolls as the primary driver...
USDA pushes Brazil's 2025/26 soybean harvest to 180 million metric tons. No changes to corn or to Argentina's crops. https://t.co/D2KarYYtVJ
U.S. corn ending stocks decrease from last month as USDA bumps exports to 3.3 billion bushels. Minimal/no changes in wheat and beans. https://t.co/FpMZKyhSPO
Software earnings have been quite resilient, yet prices have collapsed over AI worries. As a result, multiples are the cheapest they've been since 2014. Sometimes things are cheap for a reason, but what if this is another DeepSeek moment? Nice charts...
I had a great chat with Peter Spina @goldseek at #VRIC. We covered why this still looks like a real gold/silver bull market, why I keep cash ready, and where early-stage opportunity is hiding. Full interview 👇
The one-two punch today of highly disappointing holiday retail sales and the highest consumer delinquencies since 2017 paints a bleak picture for lower-income and younger Americans. https://t.co/Bd2eX18BAU https://t.co/H1biY6UCIL
You may think you know all about stockmarket seasonality... but this special focus piece from the Weekly ChartStorm lays out a few more angles and details that you might not have considered before: https://t.co/5sf2QCC8pE https://t.co/XBuZIufwiB
The Brent (white) and WTI (blue) futures curves are telling rhyming but importantly different stories right now Both have a backwardated front, depressed belly into contango past 2027 But Brent curve seeing steepening prompt backwardation (70c/bbl now) while WTI weakening (20c) https://t.co/5ZyF18ZPDO
Our team probably creates a couple hundred charts each week. Here are some of our favorites from last week in the @CarsonResearch Charts of the Week. https://t.co/UIFr74RPu4
Great analysis in his note this week on some positives and negatives from @scottcharts. But breadth continues to be the one big reason to expect this bull to continue imo. https://t.co/WO4e9HXrem
European alternatives to Visa and Mastercard ‘urgently’ needed, says banking chief - https://t.co/TJ18SQs5Bg via @FT
Adding Some QQQ to My SPY Short @TheStreetPro I just shorted (QQQ) (to add to my (SPY) short earlier this morning): * QQQ $615.74 By Doug Kass Feb 10, 2026 9:26 AM EST
All trade estimates for USDA's supply & demand report due Tuesday at 11 am CT. On average, analysts don't expect major changes to U.S. and world stocks, though Brazil's corn and soybean crops could increase. U.S. demand will also be...
