SILVER RISES TO RECORD HIGH ABOVE $83: INFINITYHEDGE

JPMORGAN NO LONGER EXPECTS FED RATE CUT, PREDICTS HIKE IN 2027: INFINITYHEDGE

GOLDMAN SACHS DELAYS RATE CUT EXPECTATIONS TO SEPTEMBER FROM MARCH 2026

JPM: "If the labor market weakens again in the coming months, or if inflation falls materially, the Fed could still ease later this year, However, we expect the labor market to tighten by the Q2 and the disinflation process to be quite gradual."

GS: "If the labor market stabilizes as we expect, the FOMC will likely shift from risk management mode to normalization mode."

*US DEC. CONSUMER PRICES RISE 0.3% M/M; EST. +0.3%
*US DEC. CONSUMER PRICES RISE 2.7% Y/Y; EST. +2.7%

*US DEC. CORE CPI RISES 0.2% M/M; EST. +0.3%
*US DEC. CORE CPI RISES 2.6% Y/Y; EST. +2.7%

TWITTER (X) DOWN: INFINITYHEDGE

US STATE DEPARTMENT: U.S. CITIZENS SHOULD LEAVE IRAN NOW: INFINITYHEDGE

GERMAN AUTHORITIES HAVE ISSUED A NEW NOTAM CAUTIONING GERMAN AIRLINES FROM ENTERING IRANIAN AIRSPACE - FLIGHTRADAR24 <INFINITYHEDGE>

IRAN JUST ISSUED NEW NOTAM CLOSING AIRSPACE TO ALL FLIGHTS EXCEPT INTERNATIONAL FLIGHTS TO/FROM IRAN WITH PERMISSION: [INFINITYHEDGE]

EFFECTIVE PERIOD: JANUARY 14, 2026, 22:15 UTC TO JANUARY 15, 2026, 00:30 UTC

U.S. MOVING AIRCRAFT CARRIER ABRAHAM LINCOLN AND ITS STRIKE GROUP FROM SOUTH CHINA SEA TO MIDDLE EAST; IT WILL TAKE ABOUT 7-8 DAYS TO REACH

*US JOBLESS CLAIMS 198K IN JAN. 10 WEEK; EST. 215K

*US CONTINUING CLAIMS 1.884M IN JAN. 3 WEEK; EST. 1.893M

CME GROUP TO LAUNCH CARDANO, CHAINLINK, STELLAR FUTURES ON FEBRUARY 9: INFINITYHEDGE

TWITTER (X) DOWN AGAIN: INFINITYHEDGE

TRUMP ANNOUNCES 10% TARIFF ON DENMARK, NORWAY, SWEDEN, FRANCE, GERMANY, UK, NETHERLANDS, FINLAND STARTING FEB 1, 2026

TARIFF WILL INCREASE TO 25% ON JUNE 1, 2026 UNTIL DEAL REACHED FOR U.S. PURCHASE OF GREENLAND

TRUMP CITES NATIONAL SECURITY, “GOLDEN DOME” DEFENSE SYSTEM AS KEY REASONS FOR GREENLAND ACQUISITION

Trump: Starting on February 1st, 2026, Denmark, Norway, Sweden, France, Germany, The United Kingdom, The Netherlands, and Finland will be charged a 10% Tariff on any and all goods sent to the USA. On June 1st, 2026, the Tariff will be increased to 25%. This Tariff will be due and payable until such time as a Deal is reached for the Complete and Total purchase of Greenland. The US has been trying to do this transaction for over 150 years. Many Presidents have tried, and for good reason, but Denmark has always refused. Now, because of The Golden Dome, and Modern Day Weapons Systems, both Offensive and Defensive, the need to ACQUIRE is especially important. Hundreds of Billions of Dollars are currently being spent on Security Programs having to do with “The Dome,” including for the possible protection of Canada, and this very brilliant, but highly complex system can only work at its maximum potential and efficiency, because of angles, metes, and bounds, if this Land is included in it. The USA is immediately open to negotiation with Denmark and/or any of these Countries that have put so much at risk, despite all that we have done for them, including maximum protection, over so many decades.

GOLD HITS $4,700/OZ FOR FIRST TIME: INFINITYHEDGE

The Week Ahead: infinityhedge

Tue:
*Davos: Special Address by He Lifeng, Vice-Premier of China 11 CET
*Davos: The Day After AGI (Hassabis, Dario) at 13:30

*Trump’s deadline for a credit card rate cap
*US Supreme Court next opinion day on Trump’s IEEPA tariffs at 10am; Decision could impact $150B in tariff refunds

Wed:
*Binance will be canceling all pending spot and margin orders placed before 2024-01-01 00:00 (UTC) at 2026-01-21 07:00 (UTC) (the “Automatic Cancellation Event”)
*Senate Agriculture Committee’s postponed crypto market structure bill would drop

*Davos: Can Russia Sustain a Wartime Economy? at 09:00
*Davos: Can Europe Defend Itself? (Mark Rutte) at 10:15
*Davos: Is Tokenization the Future? (Brian Armstrong) at 10:15
*Davos: Clear-Eyed about Nuclear Renaissance at 11:30
*Davos: Jensen Huang & L. Fink at 11:30
*Davos: Ken Griffin at 11:30
Davos: Quantum Reality at 12
*Davos: Trump address the World Economic Forum at 14:30
*Davos: Why Quantum Is Around the Corner and Why It Is Not (IBM) at 15:30

*Caroline Ellison (former co-CEO of Alameda Research) is scheduled for release
*Davos: Trump plans to convene a group of corporate executives evening after his speech at the WEF

*US Supreme Court to hear oral arguments in the case involving Trump’s attempted firing of Fed’s Lisa Cook, Powell will attend
*deadline for Warner Bros. Discovery shareholders to decide whether to accept Paramount Skydance’s tender offer

Thu:
*EU Leader's emergency meeting over greenland
*U.S. Q3 GDP
*U.S. November PCE price index
*TikTok’s US joint venture is expected to be formed
*Davos: Where Are We on Stablecoins? at 10:15

Fri:
*BOJ meeting (rate expected to remain unchanged): Bloomberg Economics Says: “We see the next hike in July. With PM Takaichi looking poised to call a snap election, we expect Governor Ueda to play his cards close, sticking to recent guidance to avoid inviting any unwanted attention. He’ll probably bat down any questions on the yen, pointing out the government calls the shots on exchange rates.”
*Davos: Geopolitical Risks Outlook for 2026 at 9
*Davos: Global Economic Outlook at 11

Coinbase International Exchange will be temporarily offline due to a scheduled systems maintenance Saturday at about 17:00 UTC (for 3 hours)

Whole Week: World Economic Forum Annual Meeting in Davos; NATO-US Tension over Greenland (?); Bessent said he expect the Fed chair decision before Davos or upon return;

ICYMI:
*Christopher Wood, global head of equity strategy at Jefferies, removed a 10% allocation to Bitcoin from his model portfolio, citing fears that the advent of quantum computing could undermine the cryptocurrency.
*X bans apps that reward ‘AI slop,’ ‘reply spam
*NYSE Builds Venue for 24/7 Trading of Tokenized Stocks, ETFs
*CoinGecko weighs sale for around $500M
*EU considers $108B in retaliatory tariffs on US over Trump’s Greenland threat

https://infinityhedge.substack.com/p/the-7-days-8af

S&P 500, NASDAQ 100 EXTEND DECLINES TO 2%