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12 Feb 2025

I asked ChatGPT the potential savings if the Department of Government Efficiency (D.O.G.E.) was implemented across the European Union.

Here's the answer: MORE THAN A TRILLION EURO PER YEAR (Fyi, the EU budget deficit is around 500 billion euros).

12 Feb 2025

European natural gas prices are between three and four times higher than in the US, providing a critical handicap to the continent's companies.

Brussels is weighing new powers to temporarily cap EU gas prices, which have recently hit record levels compared with the US. European natural gas prices traded at the highest in more than two years this week, in part because of low temperatures and a lack of wind that has hampered renewable energy production. They are between three and four times higher than in the US, providing a critical handicap to European companies. The European Commission is considering a cap as part of discussions about a “clean industrial deal” policy document to be presented next month, said three people with knowledge of the talks. The strategy paper should outline ways to shore up the EU’s heavy industries as businesses grapple with multiple challenges including US President Donald Trump’s aggressive trade measures and the EU’s own ambitious green transition. Talks around mechanisms to cap prices, though still at an early stage, have drawn a backlash from industry groups which warn against damaging “trust” in the European market. Link to artivcle >>> https://lnkd.in/eJbxpaKf Source: FT

11 Feb 2025

US innovation & entrepreneurial spirit versus overregulation, left redistribution mindset and lack of innovation.

EU is straight on its way to become an open-air museum. Source: Michel A.Arouet, Augur infinity

7 Feb 2025

Valuation of Public Companies with Market Caps Over $10B

The gap between European and U.S. equities continues to widen. While U.S. stocks trade at historically high valuations, their European counterparts lag significantly behind. source: A.Arouet

3 Feb 2025

TRUMP: "Am I going to impose tariffs on the European Union? Do you want the truthful answer or the political answer?

REPORTER: "The truthful answer." TRUMP: "Absolutely." source : unusual whales

31 Jan 2025

Europe doesn't have much AI companies but they aim to lead on AI regulations...

Source: European Commission

31 Jan 2025

🚨What is happening with the eurozone economy?

Germany and France GDP fell 0.2% and 0.1% in Q4 2024. Italy's GDP was flat for the 2nd consecutive quarter. In effect, Euro-area economy did not grow in Q4 2024. Germany has contracted for 2 consecutive years in 2023 and 2024... Source: Bloomberg, Global Markets

30 Jan 2025

As expected, the ECB just cut interest rates by 0.25% to 2.75% as inflation nears 2% and growth stays weak.

Indeed, with Germany and France shrinking, the pressure was on. The eurozone economy is barely moving with Q4 GDP flat for the eurozone, with Germany (-0.2%) and France (-0.1%) dragging things down while Portugal (+1.5%) and Spain (+0.8%) showed some life. The ECB is playing it cautious, adjusting rates based on data. They reiterated that the disinflation process is well under way and that they see inflation converging towards 2%. The ECB says it’s not locking into a rate path—just watching inflation and economic data closely. The bond market is taking it quite positively with 10y Bond yield down 7bps at the time of our writing. With growth slowing, more cuts might be on the table. Let see what Mrs. Lagarde have to say during the conference call - especially with regards to wages and tariffs. Baring a major positive surprise coming from Germany on the fiscal side, the Eurozone growth outlook remains bleak - this opens the door to at least 1 rate cut every quarter.

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