Germany is becoming great again thanks to Donald Trump...
Thanks to the decoupling from America and the billions in infrastructure investment that this entails, German stocks are gaining new appeal. Their global stock market capitalization share has climbed to 2.3%, up from well below 2%. But still miles away where it used to be... Source: Bloomberg, HolgerZ
Market VOLATILITY is back:
The S&P 500 has seen a move of more than 1% in either direction for 6 straight trading sessions, the longest streak since November 2020. Source: Bloomberg
Trump:
"There could be a little disruption. Look, what I have to do is build a strong country. You can't really watch the stock market. If you look at China, they have a 100 year perspective. We go by quarters. And you can't go by that." Source: Aaron Rupar @atrupar on X
Keep Working
Source: SeekWiser
Is there a world where we revisit the COVID low trendline support in 2025?
Hard to imagine, but not impossible... 😶 $SPY Source: Trend Spider
Trump officially signed an executive order to create a Strategic $BTC Bitcoin Reserve.
How $BTC's market cap evolved over time👇 Source: Investing visuals @ZeevyInvesting
Oups... Is Porsche a dead man walking?
Source: Alex @alex_avoigt on X
Equity markets are fearful of far more than some marginal tariff tensions.
Macro data this week broadly speaking reinforced the growth scare (red line below) while inflation anxiety is back way up... Source: www.zerohedge.com, Bloomberg
