Dirk Friczewsky retweeted
Jensen Huang Was Fighting Hard To Hang Onto His Role With The Company He Founded, According To Several People Briefed On The Discussions. But An Interim Plan For The Chief Financial Officer, Colette Kress, To Take Over Nvidia Was Well Underway Yesterday. - NYT
nytimes.com/live/2026/11/12/…
Russia has effectively abandoned attempts to replace the dollar with China’s yuan under the pressure of US secondary sanctions, underlining the difficulties facing other nations looking for an alternative global currency. bloom.bg/4BUjH2n
📷: Raul Ariano/Bloomberg
Dirk Friczewsky retweeted
US CPI (M/M) Oct: 0.4% (est 0.3%; prev 0.6%)
- Core CPI (M/M): 0.3% (est 0.2%; prev 0.3%)
Dirk Friczewsky retweeted
Fed's Logan: Excess Inflation Is Unacceptable; Clear Fed Needs At Least Two More 25bp Rate Hikes
- May Be Possible To Raise Rates More Rapidly This Winter Than Fed Has Moved So Far
- After Two More Hikes, It Would Make Sense To Pause And Assess What Further Action May Be Appropriate
- Fed Policy Rate Is At Least 50bps Below A Modestly Restrictive Level
dallasfed.org/news/speeches/…
Dirk Friczewsky retweeted
US Regulator Postpones Wall Street Push To Trade AI Computing Futures – @FT
ft.com/content/269b0245-44c4…
Dirk Friczewsky retweeted
GOLDMAN EXPECTS ANTHROPIC TO ACHIEVE POSITIVE FREE CASH FLOW BY 2030, WITH AN ANTICIPATED $33.6 BILLION GENERATED.
Dirk Friczewsky retweeted
GOLDMAN SACHS CEO: STILL OPTIMISTIC THERE'LL BE SIGNIFICANT AMOUNT OF INVESTMENT IN DATA CENTRES, COMPUTE CAPACITY IN US - CNBC INTERVIEW
Dirk Friczewsky retweeted
NVIDIA Chief Jensen Huang Linked to Alleged Chinese Spy in US Government Assessment: FT
Goldman Sachs traders said the steep selloff in US equities has pushed market panic to an extreme level that historically signals a strong rebound over the medium term bloomberg.com/news/articles/…
U.S. labor market zooms ahead with 165,000 jobs added October axios.com/2026/11/06/october…
Dirk Friczewsky retweeted
US Change in Manufacturing Payrolls Oct: 19K (est 7K; prev 9K; prev R 13K)
- Change in Private Payrolls: 159K (est 65K; prev 46K; prev R 78K)
- Change In Government Payrolls: 6K (prev -17K)
- Labour Force Participation Rate: 61.9% (est 61.8%; prev 61.8%)
- Underemployment Rate: 7.9% (est 7.6%; prev 7.6%)
- Nonfarm Payrolls 3-Month Avg Change: 137K (prev 51K; prev R 79K)
- Two-Month Payroll Net Revision: 84K (prev -60K)
Dirk Friczewsky retweeted
US Change in Nonfarm Payrolls Oct: 165K (est 70K; prev 29K; prev R 60K)
- Unemployment Rate: 4.1% (est 4.2%; prev 4.2%)
- Avg Hourly Earnings (M/M): 0.4% (est 0.3%; prev 0.1%; prev R 0.3%)
- Avg Hourly Earnings (Y/Y): 3.1% (est 2.9%; prev 3.0%; prev R 3.2%)
Dirk Friczewsky retweeted
Coreweave's 5-Year Credit Default Swaps Widen To All-Time High, Last At 1164.52 BPs - Markit Data
BREAKING: Democrats win back the House axios.com/2026/11/03/electio…
Dirk Friczewsky retweeted
Decision Desk HQ projects that the Democrats win the Senate.
#DecisionMade: 11:18 PM EST
Follow live results here: votes.decisiondeskhq.com/bal…












