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The Federal Reserve injected nearly $6.8B in fresh liquidity into the financial system.
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🚨 ARTHUR HAYES ON THE MOVE Arthur Hayes just transferred ~700 ETH (≈ $2M) to Binance moments ago. This comes after last week’s ETH selling activity, sparking speculation of a possible portfolio rotation into DeFi names like $ENA, $PENDLE, and $ETHFI. Market watching closely 👀
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Kevin Hassett says the Federal Reserve is “far behind the curve” when it comes to rate cuts.
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U.S. Keeps Chinese Semiconductor Tariffs at 0% Until 2027 In a major move to stabilize global tech supply chains and encourage cooperation between the world’s two largest economies, the United States has announced that tariffs on Chinese-made semiconductors will remain at 0% through 2027. 🔹 Policy Outcome: Chinese semiconductors — which were previously exempt from the U.S. “reciprocal tariffs” — will continue to enter the United States duty-free until 2027, providing certainty for U.S. tech firms and easing pressure on chip supply chains. 🔹 Reasoning: U.S. officials say the exemption supports stable supply chains for advanced electronics and AI infrastructure, while giving negotiators more time to iron out broader trade issues with China. 🔹 Related Trade Context: • The broader U.S.–China tariff landscape still includes duties on many Chinese imports, but semiconductors remain excluded from recent tariff escalations. • This decision builds on earlier exemptions and temporary tariff suspensions agreed upon during high-level trade talks between the two governments. GAVA GROUP 🔹 Impact for Industry: • U.S. tech companies benefit from lower input costs for chips needed in data centers, AI hardware, and consumer electronics. • Chinese semiconductor makers maintain access to the U.S. market without added tax barriers. • Global supply chains see reduced risk of disruption as tensions ease in this key strategic sector. 🔹 What’s Next: The tariff reprieve lasts through 2027, after which new tariff policy could be introduced depending on broader U.S.–China negotiations and national security reviews
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Bank of America CEO Moynihan says AI will turbocharge economic growth in 2026 — major productivity gains ahead.
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History is on the bulls’ side 📈 Over 75% of the time, late December to early January delivers gains, averaging more than 1%. Santa Rally is warming up 🎅🚀
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