U.S. Corporate Margins are making all-time highs while Europe's are flat
The end of American Exceptionalism??? Source: Barchart, Blackrock
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
