As our proprietary charts of M2 proxy (10 weeks advance) vs BTC and S&P500 suggested on Friday
The bottom could be near for risk assets as the lagged effects of a weaker dollar on global liquidity will provide a support to stocks and BTC Yesterday's advance seem to corroborate these findings. Source: Bank Syz
National Capitalism and the Trump Effect on Investment Pledges in the US 👇
Hyundai — $20 Billion UAE — $1.4 Trillion Saudi Arabia — $600 Billion Apple — $500 Billion Softbank, Open AI, Oracle — $100 Billion Nvidia — $100 Billion + Johnson & Johnson — $55 Billion Taiwan Semiconductor — $100 Billlion CMA CGM Group — $20 Billion Eli Lilly — $27 Billion Merck — $1 Billion GE Aerospace — $1 Billion Roughly $ 3 Trillion in new direct investment into America in the first few weeks of the Trump Administration. Source: Charlie Kirk @charliekirk11, FoxNews
📢 Pension Funds and Target Funds could buy a combined $105 Billion of U.S. Stocks for monthly/quarterly rebalancing, according to UBS 🚀 🚀🚀
Source: Barchart
China Saves Fiscal Power for Trade War as Spending Progress Lags – Bloomberg
China’s government appears in no rush to implement its budget, as Beijing preserves spending power to counter any damage inflicted by higher US tariffs. The combined expenditure in the general public budget and the government fund account, China’s two main fiscal books, rose to 5.65 trillion yuan ($779 billion) in the first two months, an increase of 2.9% from the same period a year earlier, according to Bloomberg calculations based on data released by the Ministry of Finance on Monday.
STATOISTICS | India and China's passports are the weakest among big economies
Large economies except China, India and Brazil have reached the advanced level of economic productivity and hence are net importers of labour. Source: The Times Of India @timesofindia
A major theme for the years to come...
A massive wage arbitrage has opened between the US and its competitors. The overwhelming majority of people in the US have no idea just how much more money they make than the Japanese, French, British, etc. Source: Jeff Weniger
Cathie Wood and Ark Invest remain bullish on Tesla $TSLA expecting the stock to hit $2,600 in five years, with 90% of its value coming from robotaxis
- Bloomberg
CTAs have now built the largest short position in Oil since 2014
Source: Barchart, The Daily Shot
