31 Mar 2025
Great Visualization
source : miningvisuals
31 Mar 2025
The global economy is currently benefiting from massive tariff front-running, as evidenced by the surge in imports to the US.
This has temporarily propped up production in places like Europe, Canada, and China. Will the floor fall out this week? Source: BCA, Peter Berezin on X
31 Mar 2025
The World’s Top 10 Largest Trade Deficits by Country
Source: Voronoi
31 Mar 2025
Since Trump’s second term began, the US $SPY is trailing Germany $EWG by more than 19 percentage points and China $MCHI by more than 24 percentage points.
A steep hill to climb already for those keeping score. Source: Bespoke @bespokeinvest
31 Mar 2025
The Mag Seven is off to a historically rough start in 2025:
$META: -2.38% $MSFT: -11.26% $AAPL: -12.74% $AMZN: -13.40% $GOOG: -18.55% $NVDA: -19.82% $TSLA: -33.41% Source: Trend Spider
31 Mar 2025
Goldman Sachs raises U.S. Recession odds to 35%
Source: Barchart
31 Mar 2025
European tech
Source: The Economist
31 Mar 2025
“‘The dollar has lost 96% of its purchasing power over the last century’ is the most misleading claim in all of finance,” says Riholtz in his new book.
As long as spend or you invest (instead of sitting on cash), you should be ok. Source: Eric Balchunas on X
