Syz the moment

The statement by the commerce ministry, which was responding to reports that US President Donald Trump’s administration planned to use trade talks with multiple countries to try to isolate China, called on them to instead join Beijing to “resist unilateral bullying”. “China firmly opposes any party reaching a deal at the expense of China’s interests,” the ministry said on Monday. “If this happens, China will never accept it and will resolutely take countermeasures in a reciprocal manner.” China has become the focus of Trump’s trade war after the US president paused a wave of unilateral “reciprocal” tariffs on most countries but left levies on Chinese goods as high as 145 per cent in place. Beijing has retaliated, imposing its own tariffs of 125 per cent on US goods.

- 36 trillion supply - No supply cap - 1 node - 25% of supply minted in the last 6 months - 1% of holders own 30% - Backed by the U.S. government Source: Not Jerome Powell on X

Source: Dividend Growth Investors

▶️ Share of Global Consumption... US: 29% Eurozone: 13% China: 12% ▶️Share of Global Manufacturing... China: 32% US: 15% Eurozone: 13% Source: Charlie Bilello, Deutsche Bank

"Despite a high comparison basis in the first quarter, the group achieved solid growth in sales, thanks to the trust of its customers and the commitment of the teams, whom I thank warmly." – Axel Dumas, CEO Revenue growth by business line: Source: Quartr

—Tariffs could impact ASML across 4 critical supply chain categories —Actively working to mitigate tariff-related risks across its ecosystem —Timing & magnitude of Tariff-induced demand shocks are still too early to quantify Source: The Transcript @TheTranscript

Source: @jason on X

It only took 4 years to go from $2,000 ~~~> $3,000 Source: CEO Technician, Bloomberg