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In case you missed it... In the FT yesterday... "Slowbalization" and East-West divide in the making... 100% tariffs on EVs, wow.
Or is it just about US refusing globalization on industries they can just not compete?
German business model was based on:
1. Cheap energy from Russia; 2 Cheap subcontractors in Eastern Europe; 3. Steadily growing exports to China. All three are gone by now Source: Michel A.Arouet, Bloomberg
JUST IN: Argentina to print its first 10,000-peso note as a result of hyper-inflation.
Source: Radar
Bank of England declares independence from the US Fed ->
BoE's Bailey pushed back against a slower rate cutting cycle for the UK: “Quite a lot of the market movements of late appear to have been US-originated. Inflation dynamics here are different to inflation dynamics in the US. (It’s a) very different sort of situation in terms of our economies.” Percentage odds of a June cut were similar for the BOE and Fed at the start of the quarter, but now the market sees a wide gap. Source: Jeffrey Kleintop, Bloomberg
Retail investors have bought over $5 billion of leveraged equity ETFs in the last 12 months, the most since 2022.
This marks a $3 billion increase on a 1-month rolling sum basis in just a few months. Since the October 2023 low, retail investors have been piling into leveraged ETFs. However, a similar pattern was seen in 2021 and early 2022 after which retail experienced significant losses. The average retail investor portfolio drawdown from the 2022 peak was 35% and took 1.5 years to recover. Retail risk appetite is near record highs. Source: FT, The Kobeissi Letter
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