Trade ideas thread - Friday, 17 February 2023

Treasury yields surge across the curve post-Fed cut; mortgage rates climb. Bond market wary of inflation & supply.

Wingtech Technology shares jumped after Beijing agreed to talks with the Netherlands and eased export curbs on Nexperia, signalling progress in resolving a dispute sparked by the Dutch government’s September seizure of the chipmaker.

Warren Buffett will publish his farewell letter to Berkshire Hathaway on November 10. He plans to step down as CEO. The letter is expected to cover philanthropy, reflections on Berkshire, and long-term guidance for shareholders.

Govt shutdown fears ease! Dow futures +134 pts, S&P +0.45%. Gold up 0.35%, dollar gains. SNAP & air travel still shaky.

BOJ signals Dec. rate hike near! Yen dips to 153.80. Traders eye wage data for policy clues.

China’s gold ETFs surged 164% in the first nine months of 2025, while the central bank extended gold purchases for an 11th straight month, raising reserves to 2,303.5 tons. Output rose 3.6% year-on-year, but consumption slipped nearly 8%.

Japan PM Takaichi says not ruling out a sales tax cut ... in the future No sales taxcut in Japan any time soon, the government needs the revenue