India has overtaken China as the top smartphone supplier to the US, shipping 44% in the second quarter of 2025 - up from 13% a year earlier.
Geopolitical tensions and uncertainty of Trump's tariffs pushed giants like Apple and Samsung to shift production. Source: @timesofindia
The Bank of England cut interest rates by 25 basis points to 4%, the lowest since March 2023, as it balances persistent inflation with mounting concerns over economic growth and the labor market.
BOE’s is front-running a deeper economic slowdown. They’re not cutting because things are good BUT they’re cutting because the cracks are showing. BOE cut = policy makers globally may follow ⚠️ BoE vote was recast after split! It probably NEVER happened. Taylor voted originally to cut 50 and then went 25. But it was finely balanced - but it shows that this was a HAWKISH 25bps cut. This most likely rules out a September cut unless substantial miss in jobs/CPI in Aug $GBP Source: Viraj Patel 2VPatelFX, Ananta @AnantaSumantera
An update on the current sp500 bull market vs history
Source: Ryan Detrick
UBS Ukraine Reconstruction Index hit a fresh ATH on Trump peace push.
Top gainers in the index include: Ferrexpo (+20%), Raiffeisen Bank (+12%), Wienerberger (+9.5%), CRH (+7%). Source: HolgerZ, Bloomberg
How to analyze stocks
the 6-step framework inspired by Peter Lynch. Source: Compounding Quality
The trade-weighted tariff on swiss exports to the us is close to 20% - not 39%.
Indeed, as discussed in this article by NZZ, medicines and most gold imports are currently exempt from Trump's tariffs. Therefore, the 39% punitive tariff is likely to affect less than half of all Swiss goods exports to the United States. On a trade-weighted basis, the tariff rate for Switzerland would thus be around 20%. The main victims would be watch manufacturers and other companies in the mechanical engineering, electrical and metal industries. Link to the article: https://lnkd.in/esu_XvFM
Quote by Simon Sinek
Source: @readswithravi
Donald Trump has nominated Stephen Miran to fill a soon-to-be vacant seat on the Federal Reserve’s board of governors.
Miran, chair of the White House’s Council of Economic Advisers, will take the seat vacated by Adriana Kugler, who is leaving the central bank on Friday, months before her term was set to end in January. The president said in a Truth Social post on Thursday that Miran would serve through to the end of January as the administration continues its search for a “permanent replacement” to fill the seat. The seat would give Miran a vote on the rate-setting Federal Open Market Committee, where he is seen as likely to support Trump’s calls for aggressive interest rate cuts. It is expected that Trump will eventually use the seat to nominate a replacement for Jay Powell, whose term as Fed chair ends in May 2026, but who could serve as a governor until the end of January 2028. Miran will need to be confirmed by the Senate for the role. The Senate approved his appointment to the CEA by 53 votes to 46. The hashtag#Fed declined to comment. Source: FT
