$NVDA | Nvidia Discusses Funding Its AI Data Supplier Mercor At A $20 Bln Valuation – @theinformation https://t.co/eIgW1IHLuJ

— LiveSquawk (@LiveSquawk) August 19, 2026

🇺🇸 There’s been a lot of discussion around the inflationary impact of U.S. tariffs but the Boston Fed has just put a number on the other side of the story. The 2025 tariffs may have added around 1.4 percentage points to core PCE inflation, while productivity gains may have offset… pic.twitter.com/6kHrz8wCPm

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

🇺🇸 #Fed Minutes Show Many Officials Said Rate Hikes May Be Needed – Bloomberghttps://t.co/pxXKdEyt8G

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

FOMC: Several Participants Favoured Raising Rate At July Meeting – Minutes
– Several Participants Saw AI Investment Having Broader Effect On Prices
– Most Participants Supported Holding Funds Rate Unchanged
– Several Participants Said Tariff Pass-Through Was Now ‘Largely… pic.twitter.com/JCtBiypafJ

— LiveSquawk (@LiveSquawk) August 19, 2026

🇺🇸 Bessent Becomes Most Interventionist Treasury Chief in Decades – Bloomberghttps://t.co/NVjE5SfZvChttps://t.co/A9sVImrFGT pic.twitter.com/HrmExG6454

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

🇺🇸 US Public Debt Hits $40 Trillion, Raising ‘Doom Loop’ Risk – Bloomberghttps://t.co/8NuBF5qsHu pic.twitter.com/RYIYB4mrh2

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

The US and Canada are closing in on a trade deal in which Washington could cut some contentious tariff rates on Canadian-built cars and trucks, and key metals, a source familiar with the matter said https://t.co/2cjqjPikB6

— Reuters (@Reuters) August 20, 2026

NEW: US President Donald Trump instructed the DoD to reduce US-South Korea combined exercises to avoid sending a “hostile” signal to an “unthreatening” country, referring to North Korea. North Korea remains unlikely to accept Trump’s overtures for dialogue as the United States… pic.twitter.com/vkdSyDLA94

— Institute for the Study of War (@TheStudyofWar) August 19, 2026

Trump Asks Congress To Pass Crypto Bill Alongside Executives – BBGhttps://t.co/lUHtyjwxPS

— LiveSquawk (@LiveSquawk) August 19, 2026

🇺🇸 🇮🇷 #Trump Says US Starting ‘Economic Warfare’ Operation Against Iran – Bloomberghttps://t.co/YARResSNYN

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

The US munitions crisis goes back further than Iran https://t.co/6bdrxOFB07 | opinion

— Financial Times (@FT) August 19, 2026

Trump warns of economic consequences for any country that supports Iran https://t.co/oesYgV2QFV https://t.co/oesYgV2QFV

— Reuters (@Reuters) August 20, 2026

https://twitter.com/C_Barraud/status/2090062023530873276

Japan 20-Year Bond Sale Sees Firmer Demand Than 12-Month Average – BBGhttps://t.co/tnUGM9hizc

— LiveSquawk (@LiveSquawk) August 20, 2026

https://twitter.com/C_Barraud/status/2090322272854687995

SK Hynix May Add Another $130 Billion To Returns, JPMorgan Says – BBGhttps://t.co/g6PQCFtrHv

— LiveSquawk (@LiveSquawk) August 20, 2026

SK Hynix Reaches Tentative Deal With Union On Wages, Report Says – BBGhttps://t.co/92mOUnE9Si

— LiveSquawk (@LiveSquawk) August 20, 2026

🇨🇳 Chinese Companies Tap Special Loans For Share Buybacks – Shanghai Securities News

➡ A total of 82 listed companies said they’ve secured commitment from financial institutions since July for special loans to support their share buybacks.

➡ Financial institutions have signed…

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

🇨🇳 #China #Tech Bond Sales to Reach 2.6 Trillion Yuan This Year – China Securities Journal.

➡ China’s technology bond issuance is expected to reach about 2.6 trillion yuan ($386 billion) this year.

➡ Tech bonds are sold by qualified innovative tech companies, or are used to…

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

🇯🇵 #Japan’s Exports Grow at Fastest Pace Since 2022 on Chips – Bloomberghttps://t.co/I2qSpoDAxc pic.twitter.com/Ybju2Hoton

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

Australia Employment Change Jul: -15.8K (est 12.0K; prev 76.3K)

– Unemployment Rate: 4.5% (est 4.4%; prev 4.4%)
– Full-Time Employment Change: 16.3K (prev 29.3K)
– Part-Time Employment Change: -32.2K (prev 47.0K)
– Participation Rate: 66.9% (est 66.9%; prev 67.0%)

— LiveSquawk (@LiveSquawk) August 20, 2026

🇨🇳 #China’s Private Investment to Stabilize on Policy Support – Shanghai Securities News

➡ China’s private investment slowdown may ease as policy support gains traction, Shanghai Securities News reports, citing analysts.

➡ Zhang Yi, chief economist at Financial Street…

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

🇨🇳Shanghai to speed purchase of second‑hand homes for affordable rental housing
Six Shanghai agencies — the Municipal Housing and Urban‑Rural Development Commission, Municipal Housing Management Bureau, Municipal Finance Bureau, PBOC Shanghai Branch, Shanghai Financial Regulatory… pic.twitter.com/aVaID8pFX0

— CN Wire (@Sino_Market) August 20, 2026

🇨🇳 #China leaves loan rates steady for 15th consecutive month in August – Reutershttps://t.co/c2wfZT7isM

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

China Keeps Loan Prime Rate Unchanged, As Expected

– 1-Year Loan Prime Rate: 3.00% (est 3.00%; prev 3.00%)
– 5-Year Loan Prime Rate: 3.50% (est 3.50%; prev 3.50%)

— LiveSquawk (@LiveSquawk) August 20, 2026

RBI Governor Sanjay Malhotra flags inflation risks; says rate recalibration needs greater clarity, MPC Minutes show
https://t.co/kHpRugtmYT

— Economic Times (@EconomicTimes) August 19, 2026

Chinese refiners have snapped up Iraqi crude as more barrels exit the Persian Gulf, underscoring the resilience of oil exports from the region despite persistent threats to shipping https://t.co/CJPEiIpbY6

— Bloomberg (@business) August 20, 2026

China is using new legal powers to block EU scrutiny of alleged state support for its companies, adding friction ahead of an October deadline to resolve outstanding trade disputes https://t.co/iB5QK612uB via @LucilleLiu pic.twitter.com/G9oBwnGZmj

— Zoe Schneeweiss (@ZSchneeweiss) August 20, 2026

https://twitter.com/C_Barraud/status/2090335360941199379

🇫🇷 🇮🇹 🚨 Four years ago, Italy had to pay almost 180 basis points more than France to borrow for 10 years. Today, it is almost the opposite.

📈 Over the short to medium term, the market seems to believe that Italy’s political and fiscal trajectory now looks more credible and… pic.twitter.com/gHJ3QSt6j2

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 20, 2026

Germany PPI (M/M) July: 1.1% (est 0.6%; prev -0.3%)
– PPI (Y/Y): 3.0% (est 2.5%; prev 1.8%)

— LiveSquawk (@LiveSquawk) August 20, 2026

https://twitter.com/C_Barraud/status/2090324274925953228

UK Finally Showing Signs Of Productivity Boost, Say Economists – FThttps://t.co/PtWmksyt1T

— LiveSquawk (@LiveSquawk) August 20, 2026

Switzerland Exports Real (M/M) July: 10.7% (prev -6.0%; prev R -5.9%)
– Imports Real (M/M): -2.8% (prev -1.6%; prev R -1.3%)
– Swiss Watch Exports (Y/Y): 9.6% (prev 11.2%)

— LiveSquawk (@LiveSquawk) August 20, 2026

UK house prices post the first fall this year, official data show https://t.co/WFei31eIkl via @tomelleryrees pic.twitter.com/ypR7Oj3p70

— Zoe Schneeweiss (@ZSchneeweiss) August 19, 2026

Lagarde Is Still Being Pursued By The WEF For Its Top Job – @business https://t.co/QQqesOKzPF

— LiveSquawk (@LiveSquawk) August 19, 2026

Lagarde says Europe can’t afford to miss out on the AI revolution https://t.co/NYFbvxIA5J pic.twitter.com/sdHiuaAOoR

— Zoe Schneeweiss (@ZSchneeweiss) August 19, 2026

After a summer of extreme, climate change-driven heat, France must spend billions of euros to help the country rebuild and ensure it is better prepared the next time the mercury rises.https://t.co/i1cLo3t7vF

— POLITICOEurope (@POLITICOEurope) August 20, 2026

UK’s Green party stokes bank tax debate with 38% levy pledge https://t.co/xcUMz3dw4f via @LucyGJWhite pic.twitter.com/6R9MAlDjFs

— Zoe Schneeweiss (@ZSchneeweiss) August 20, 2026

The European Commission is lifting a ban on spraying pesticides from uncrewed aerial vehicles. Somehow, that's the least controversial part of the bloc's overhaul of pesticide rules.https://t.co/44Rfn1U15n

— POLITICOEurope (@POLITICOEurope) August 20, 2026

The European Commission’s days of outsized fines against Big Tech appear to be over.https://t.co/RAtEmIcKdq

— POLITICOEurope (@POLITICOEurope) August 20, 2026

https://twitter.com/POLITICOEurope/status/2090322915862708368

⚠ #WeekAhead #Preview: Week 34 (2026) ⚠

🇺🇸 #FOMC Minutes
🇪🇺 Lagarde's Speech
🇬🇧 🇨🇦 🇯🇵 U.K., Canada and Japan CPIs
🇨🇳 Chinese Monthly Data
🇬🇧 U.K., Australia and Eurozone Wages
🌎 Global Flash PMIs
🇨🇳 Beijing's World #Robot Conference
…https://t.co/qPYxWRv8jW

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) August 16, 2026