6 Mar 2025
US immigration
Source:: Robin Brooks
6 Mar 2025
Europe's high-debt countries - like France, Italy and Spain - cheer Germany's fiscal expansion.
They're not doing that out of the goodness of their hearts. Germany now can't possibly say no to more joint EU debt issuance. A win for high-debt countries and their muddle through... Source: Robin Brooks
6 Mar 2025
⚠️The famous Trade War Cycle is back in full swing...
Source: Global Markets Investor
6 Mar 2025
Another big move today
US dollar around the start of Trump 1.0 and 2.0
6 Mar 2025
US economic data related to the CONSUMER has surprised to the DOWNSIDE by the most in over 2 years.
This comes as Americans pulled back on spending due to deteriorating labor market conditions and high inflation. 🚨Spending reflects 2/3 of the US GDP. Source: Global Markets Investor, Goldman Sachs
6 Mar 2025
EU defence stocks so far this year....
Source: Koyfin
6 Mar 2025
2025 returns by country:
Germany +21% Italy +19% France +17% UK +12% US -0.5% Source: Ben Carlson @awealthofcs
6 Mar 2025
"SPY put volume spiked yesterday to the 3rd highest in history.
Previous 2 spikes were bottoms for the S&P 500. QQQ Put volume made a new all-time high yesterday" Source: GS thru www.zerohedge.com
