Handy tariff "state of play" sheet from BBG.
Source: Neil Sethi @neilksethi
The world's biggest tourism economies last year.
Source: Civixplorer
Stocks as a share of household assets
Source: zerohedge @zerohedge
Here are a nicely written summary on Elon's "America party"
Source: Mario Nawfal on X
$JPM JPMorgan has outperformed 5 of the Magnificent 7 over the last 5 years.
Source: Koyfin
Does this chart signal a breakdown in the dollar, or is it preparing the ground for one of the most violent reversals in recent history?
$DXY is testing the lower bound of a multi-decade ascending channel, a level that has repeatedly marked inflection. Source: barchart
Value and growth are now even YTD
Source: Mike Zaccardi, CFA, CMT, MBA
😨 ELON FLOATS BLUEPRINT FOR A NEW "AMERICA PARTY” POWER PLAY
Forget the presidency - Elon’s idea? Flip just enough seats to become the kingmaker. He’s talking 2–3 Senate races, 8–10 House districts. That’s it. @elonmusk : "Given the razor-thin legislative margins, that would be enough to serve as the deciding vote on contentious laws, ensuring that they serve the true will of the people." ▶️ This can be seen as "Minority leverage". Not a party to win; a party to decide who does. All it "America party" ‼️ Source: @elonmusk thru Mario Nawfal on X
