The US is now collecting ~$255 Billion in annualized revenue from Trump’s tariffs
Source: Geiger Capital @Geiger_Capital
For the first time in more than 2 years, home prices saw a monthly decline (March)
Source: zerohedge
The US MoneySupply hit an all-time high in April for the first time in three years.
After a brief hiatus, money printing is back. Invest accordingly. Source: Charlie Bilello
#bitcoin
Source: @GeorgeGammon on X
Gold and JGBs 30y yield...
Wonder why gold was down yesterday? Japanese bond yields tumbled, as according to Reuters, Japan's Ministry of Finance (MOF) will consider tweaking the composition of its bond program for the current fiscal year, which could involve cuts to its super-long bond issuance... This was enough to fuel some profit taking on the yellow metal Source. The Market Ear
Four of Europe’s oldest industrial groups have added more than €150bn to their market caps on the back of soaring demand for data centres driven by the boom in artificial intelligence.
European makers of everything from switches to smart meters are providing the servers and infrastructure that power data centres for large language models and cloud computing, with traditional makers of electric equipment such as Legrand doubling their revenues thanks to data centres in recent years. Link to article 👉 https://lnkd.in/d8wsidBb Source: FT
SP500 200-day reclaim. Clean retest. Strong bounce.
Shorts are sweating. $SPY 🥵 Source: Trend Spider
Asia’s $7.5 Trillion Bet on US Assets Is Suddenly Unravelling
Source: Bloomberg
