The US stock market is MASSIVE: US stock market capitalization accounts now for 74% of the MSCI World Index, a new all-time high.
Since the end of the 2008 Financial Crisis, this percentage has increased by ~25 points. By comparison, Europe and Japan’s share have dropped by ~15 and ~5 percentage points, respectively. As a result, the US' share of global market cap is now 4 TIMES larger than Europe and Japan COMBINED. This comes as the S&P 500 has rallied 450% over the last 15 years compared to a 70% and 310% gain of the Euro Stoxx 50 and Nikkei 225. The US stock market has never been larger. Source: The Kobeissi Letter, SG Cross Asset Research, Factset
Interesting analog regarding Trump 1.0 vs Trump 2.0 from NDR.
S&P 500 rallied after both elections.
Europeans, especially the German carmakers,simply cannot afford losing the US market due to tariffs after taking a hit in other major markets.
They need to be really polite to Trump‘s administration... Source: Econovisuals, Eurostat
Roche Back on Demand Level
After a 47% consolidation over 2 years, Roche (ROG SW) broke its downtrend in June and has seen a 35% rally since the lows, suggesting that the low is now in place. The market is now back in the demand zone between 238-251, and we’re observing strong price action. The next key resistance to watch is 293.55. Source: Bloomberg
Can bitcoin be stopped?
Ask chatgpt... "...while Bitcoin’s use and accessibility can be curtailed through regulatory and technical measures, stopping it entirely would require a coordinated, global effort against its decentralized network—a task that seems nearly impossible given its current scale and adoption".
BREAKING 🚨: Brazil Brazilian Real has collapsed to an all-time low against the U.S. Dollar
Source: Barchart
🚨Michael Saylor⚡️
60 public companies can issue equity to buy Bitcoin.
The Russian Ruble has fallen 71% against the US Dollar over the last decade
Source: Visual Capitalist
