Us Tariffs range from 8.3% to 15.3%
The headline: The trade-weighted average US tariff rate is now 13.2% under Section 122 at 15%. That's down from 15.3% before the ruling, but well above the 8.3% that would have applied with no replacement. Source: Global Trade Alert
Amazon Is Hiring Robots While Cutting Human Jobs
Source: Visual Capitalist
What is the size of the yen carry trade?
There are various types and forms of the yen carry trade. This table from our comprehensive report on this topic shows that its size is substantial. Using conservative estimates, I would put it at $1 trillion.
How much of China AI depends on US
Source: The Times Of India @timesofindia
Number of S&P Stocks Beating Index Is at Record (Bloomberg)
Roughly 66% of the individual stocks in the S&P 500 are beating the index so far this year — which would put it on pace for the highest level of breadth in the market in records going back to 1986. Source: Bloomberg, Christian Fromhertz
$AMZN has 1.5 million employees and deployed 1 million robots.
It’s actively replacing humans with robots as human/robot ratio declined from 3 in 2020 to 1.5 in 2025. Imagine what’ll happen to margins as the number of robots deployed passes the number of employees. Source: Oguz Erkan @oguzerkan Ark Invest
How are alternative asset managers stocks doing?
Source: Nico 15% only 🇨🇭🇹🇭 @NicoGladia
JUST IN: US Trade Deficit with China Shrinks to 21-Year Low
Source: zerohedge
