Friday, 21 February 2025

Stocks, Asia Up, USA Down. Oh Canada!

Baltic Dry Index. 941 +37          Brent Crude 76.33

Spot Gold 2927               US 2 Year Yield 4.28 unch.    

US Federal Debt. 36.506 trillion!

No one party can fool all of the people all of the time; that's why we have two parties.

Bob Hope.

While Asia’s stock casinos drift, are the US stock casinos starting to send a message?

A message of stagflation starting to appear.

Hong Kong shares hit three-year high as investors weigh Japan inflation data, Trump tariff threats

Updated Fri, Feb 21 2025 10:51 PM EST

Hong Kong shares hit a three-year high Friday, leading gains in the region as investors weighed inflation data from Japan against tariff threats from U.S. President Donald Trump.

Hong Kong’s Hang Seng Index rose 2.95% to its highest level since February 2022, according to data from LSEG. The Hang Seng Tech index added 4.67%. Shares of Hong Kong listed Alibaba rose 11% following a significant profit increase for the company in the December quarter, driven by growth in its Cloud Intelligence division and e-commerce sector. Mainland China’s CSI 300 rose 0.4%.

Japan’s Nikkei 225 slipped 0.43%, while the Topix declined 0.33%. Japan’s inflation rate in January climbed to 4%, hitting its highest level since January 2023. Core inflation — which excludes prices of fresh food — rose to 3.2%, beating Reuters’ expectations of 3.1%.

South Korea’s Kospi traded 0.42% lower while the small-cap Kosdaq added 0.43%.

Australia’s S&P/ASX 200 traded 0.59% higher.

Investors will continue keeping an eye on the Japanese yen, which strengthened to a more than two-month high of 150.52 per U.S. dollar on Thursday amid bets of more rate hikes by the Bank of Japan this year. The currency is currently trading at 150.22 against the greenback.

Overnight in the U.S., the three major averages closed lower after the S&P 500 hit record highs for two consecutive days. Investors sold off shares of some popular companies following a weak forecast from retail giant Walmart, which raised concerns about the economic outlook.

The Dow Jones Industrial Average lost 450.94 points, or 1.01%, to end at 44,176.65. The S&P 500 shed 0.43% and closed at 6,117.52, and the Nasdaq Composite dipped 0.47% and closed at 19,962.36.

Asia markets live: Japan CPI, yen

Stock futures are little changed after Thursday’s sell-off on Wall Street: Live updates

Updated Fri, Feb 21 2025 12:18 AM EST

U.S. stock futures were little changed early Friday after the major averages slid following a lackluster earnings forecast from retail giant Walmart.

Dow Jones Industrial Average futures slipped 14 points, or less than 0.1%. S&P 500 futures traded 0.09% lower, while Nasdaq-100 futures traded around the flatline.

During Thursday’s regular session, the Dow shed 450.94 points, or 1.01%. The S&P 500 lost 0.43% and retreated from its recent all-time highs, while the Nasdaq Composite fell 0.47%. Investors pointed to a smattering of reasons behind the market’s sell-off in addition to Walmart’s 6.5% dip, including lingering inflationary concerns and declines in shares of Palantir.

But the market’s fears on Thursday may have been slightly overblown, according to Art Hogan, chief market strategist at B. Riley Wealth Management. He added that Friday’s economic data releases, which include the latest purchasing managers’ index readings and January’s existing home sales, will point equities in a direction to end the week.

“There’s a chance that there’s enough overall selling pressure that might drive in some margin hunters on Friday and try to claw back some of the losses that we’re seeing today,” he told CNBC in an interview. “I certainly think you’ll get a sense tomorrow if investors feel like in the near term the moves today are overdone, especially if the PMIs and existing home sales are in line.”

Hogan added: “I don’t think that there’s going to be a piece of economic data that could necessarily stir things up.”

On a week-to-date basis, the S&P 500 is on pace for a slim gain of less than 0.1%, while the Nasdaq Composite is off 0.3%. The Dow is the underperformer, tracking for a 0.8% loss over the period.

Stock market today: Live updates

In other news, inflation climbs in Japan. Oh Canada!

Japan’s inflation rate climbs to a 2-year high of 4% in January, supporting rate hike calls from BOJ members

Published Thu, Feb 20 2025 6:40 PM EST

Japan’s inflation in January climbed 4% year on year, hitting its highest level since January 2023, further strengthening the case for rate hikes by the country’s central bank.

The core inflation rate — which excludes prices of fresh food — rose to 3.2% from 3% in the prior month and beat economists’ expectations of 3.1%, according to a Reuters poll. This figure was the highest since June 2023.

The so called “core-core” inflation rate, which strips out prices of both fresh food and energy and is closely monitored by the BOJ, climbed slightly to 2.5% from 2.4% in the month before.

The headline inflation rate, which had come in at 3.6% in December, has remained above the Bank of Japan’s 2% target for 34 straight months.

Immediately after the data release, the yen strengthened 0.15% to trade at 149.39 against the dollar.

The inflation figures boost the case for rate hikes by the BOJ, which deliberated tightening them at its January meeting, with its summary of opinions warning of inflation risks and weakness in the yen.

“It will be necessary for the Bank to adjust the degree of monetary accommodation from the viewpoint of avoiding the yen’s depreciation and the overheating of financial activities, both of which appear to be due to excessively high expectations of continued monetary easing,” the BOJ summary read.

BOJ Governor Kazuo Ueda reportedly said Friday that the central bank stands ready to increase government bond buying if yields rise sharply.

Yields on 10-year Japanese government bonds, which had scaled a 15-year high of 1.447% in the previous session on rate-hike expectations, fell to 1.402% Friday, after having risen for the past four days.

More

Japan's inflation rate climbs to a 2-year high of 4% in January, supporting rate hike calls from BOJ members

Trump jokes that Canada can keep O Canada anthem as 51st US state

Shabnoor Irshad  Fri 21 February 2025 at 5:16 am GMT

Donald Trump joked that Canada can keep ‘O Canada’ anthem as 51st US state while speaking at Republican Governors Association meeting in Washington on Thursday, 20 February.

Trump mused once again about Canada as a 51st U.S. state, continuing the ribbing of the nation’s northern neighbour that has infuriated many Canadians.

The US President noted that Canadians booed the US national anthem ahead of an international hockey game in Montreal.

“I think ultimately they’ll be praising the national anthem. We’ll have to work out some deal ... because I do like the ‘O Canada’ all right,” Trump said, referring to the Canadian national anthem. “It’s a beautiful thing. I think we’re going to have to keep it for the 51st state.”

Trump jokes that Canada can keep O Canada anthem as 51st US state

Global Inflation/Stagflation/Recession Watch.

Given our Magic Money Tree central banksters and our spendthrift politicians, inflation now needs an entire section of its own.

Stupid UK government! The answer, more automation. Use AI whenever possible. 

Workers’ rights: A third of small firms plan to cut jobs

Thursday 20 February 2025 6:00 am  |  Updated:  Wednesday 19 February 2025 6:49 pm

A third of small businesses expect to cut jobs in the near future due to fears that the government’s upcoming workers’ rights package will leave them facing painful tribunals and a higher sick pay bill.

A fresh survey from the Federation of Small Businesses (FSB) shows that in the fourth quarter of last year, 33 per cent of small employers said they expect to reduce their headcount; nearly double the 17 per cent planning redundancies in the previous three months.

Similarly, fewer businesses are looking to hire. Just 10 per cent of small business bosses are making plans to take on more staff, compared with the 14 per cent between June and September.

Small- and medium-sized enterprises (SMEs) are set to find themselves on the sharp end of some of the sweeping reforms to workers’ rights that is making its way through Parliament as part of the Employment Rights Bill.

The overhaul – which includes outlawing so-called ‘fire and rehire’ practices and ending ‘exploitative zero-hours contracts’ – has triggered a slew of warnings from bosses and business groups.

They argue that its promise to give workers protection from unfair dismissal “from day one” could make their firms the targets of “vexatious” lawsuits that could last up to two years if they refuse a costly settlement.

Tina MacKenzie, policy chair at the FSB, said: “The figures speak for themselves – plans to allow employees to sue their employers on their first day on the job will wreak havoc on our already fragile economy, while changes to Statutory Sick Pay will make employers think twice about their hiring plans.”

The Trade Unions Congress has previously praised the workers’ rights package as a “much-needed” piece of legislation. But a survey conducted by the FSB – published towards the end of last year – found over 90 per cent of their members were concerned about the some or all of the changes. And three quarters voiced fears relating to unfair dismissal changes.

MacKenzie added: “If taking on staff becomes a legal minefield, businesses will simply stop. That means more people on benefits, a ballooning welfare bill, and a devastating hit to living standards. Those who will be shut out of work because of this Bill deserve better from the Government.”

More

Workers' rights: A third of small firms plan to cut jobs

Covid-19 Corner

This section will continue until it becomes unneeded.

Today, something different, more on that CA toxic battery energy storage system fire. Approx, 14 minutes. Do you want live near a Battery Energy Storage System? Plan an escape route if your answer is yes.

Toxic Fallout: Heavy Metals Moss Landing BESS Fire

Toxic Fallout: Heavy Metals Moss Landing BESS Fire

Technology Update.

With events happening fast in the development of solar power and graphene, among other things, I’ve added this section. Updates as they get reported.

UK achieves cheap, rare-earth-free solar cell breakthrough to fight China dominance

19 February 2025

Researchers have developed a new type of back-contact solar cell design that will enable scalable, low-cost manufacturing as it uses a perovskite material and tiny grooves embossed into plastic film. The flexible solar cell design has eliminated the use of expensive and scarce materials, such as indium, making the manufacturing of solar cells more sustainable and affordable.

Developed by researchers at the University of Sheffield, the lightweight, flexible solar films can be used on surfaces that could not normally stand the weight of solar panels, creating broader accessibility to solar power, particularly in developing countries.

This could make a real difference in the drive to replace fossil fuels with sustainable solar energy.

Flexible solar films can be used on multiple types of surfaces

They revealed that these flexible solar films can be used on surfaces such as rooftops and other unconventional surfaces that could not normally stand the weight of solar panels.

“A key advantage of these flexible films is that the panel can be stuck onto any surface. In the UK, you currently have to think twice about adding thick solar panels onto relatively fragile roofs of warehouses that are not really designed to be load-bearing,” said Professor David Lidzey, from the School of Mathematical and Physical Sciences at the University of Sheffield and co-author of the study.

“With this lightweight solar technology, you could  essentially stick it anywhere. This could be a gamechanger for solar energy in low and middle income countries.”

Solar cells made by embossing tiny grooves into a plastic film

Unlike traditional solar cells, these cells are made by embossing tiny grooves into a plastic film and then filling them with the perovskite material

Researchers maintained that the new microgroove structure creates a new type of solar cell that has a back-contact format. Regular devices use a sandwich structure composed of a number of layers deposited in a specific order. The back-contact cells have all the electrical contacts on the back of the device, making it easier and cheaper to manufacture, with the potential for high efficiency.

Published in the ACS Applied Energy Materials journal, the research team fabricated a type of back-contact perovskite solar cell based on 1.5 μm-width grooves that are embossed into a plastic film whose opposing “walls” are selectively coated with either n- or p-type contacts. A perovskite precursor solution is then deposited into the grooves, creating individual photovoltaic devices, according to researchers.

“Solar energy is a strategic priority for our research and one of our key competences is developing innovative techniques for fabricating and depositing solution-processable solar cells,” said Lidzey.

More

UK achieves cheap, rare-earth-free solar cell breakthrough to fight China dominance

Next, the world global debt clock. Nations debts to GDP compared.

World Debt Clocks (usdebtclock.org)

Another weekend and what new travail will Trump’s 24/7 DOGE team come up with for America and planet Earth? Have a great weekend everyone.

"Get a good night's sleep and don't bug anybody without asking me."

 President Richard M. Nixon, on tape to his re-election campaign manager.


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