US inflation comes in lower than forecast:
Headline CPI slows to 2.8% in Feb from 3% in Jan, smallest since Nov2024, Core CPI cools to 3.1%, lowest since Apr2021. Housing inflation cools; airfares and pump prices drop. BUT: Inflation data doesn’t yet reflect tariff impact. Source: HolgerZ, Bloomberg
The United States now accounts for just 0.1% of global shipbuilding… 0.1%
Meanwhile, China alone is 53%+. (h/t: @BrianTHart) thru Geiger Capital
U.S. stock returns after declining 10% or more
Source: George Maroudas, CFP® @ChicagoAdvisor
Here are the countries that own the most US debt
Source: Visual Capitalist
Trump’s approval rating goes negative for first time in second term
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Five of the billionaires who attended Donald Trump's inauguration have lost a combined $210 billion in wealth since then, according to the Bloomberg Billionaires Index.
Source: Bloomberg Markets
Tariffs "cheat sheet" updated
Source: Bloomberg
Trump 2.0 vs. Trump 1.0
The full market picture by Fund Strat Interesting to link this to Trump's comments yesterday on FoxNews: "There could be a little disruption (…) Look, what I have to do is build a strong country. You can't really watch the stock market. If you look at China, they have a 100 year perspective. We go by quarters. And you can't go by that”. Not the same kind of Trump's put than in 2017...
