Who is the Most Exposed to US Tariffs
source : yahoo!finance
Believe it or not, but the us has one one of the lowest tariff rates in the developed world... See chart below courtesy of DB.
NB: Most favored nations (MFN) Weighted mean tariff is the average of most favored nation rates weighted by the product import shares corresponding to each partner country.
Are tariffs inflationary? us 5-year breakeven rate just surged to its highest level in nearly 2 years.
Source: Tavi Costa, Bloomberg
The price of eggs in the U.S. is at an all time high and continues to climb.
Due to the ongoing bird flu outbreak and inflation, egg prices sat at $4.15 in December, that was up from $3.65 in November. The unusually high prices come after the outbreak...
The chart below - courtesy of LSEG - explains why canada and mexico both "kiss the ring" yesterday...
Source: LSEG Datastream
Cboe Stock Exchange to Extend Trading to 24 Hours, 5 Days a Week
Cboe Global Markets Inc. is extending trading on its equities exchange to 24 hours on weekdays, the latest venue to take advantage of the growing global demand for US stocks. The exchange operator will offer trading on its Cboe EDGX Equities Exchange — its main equities venue — through the US daytime and overnight, according to company executives. The plan, which is subject to regulatory approval, calls for trading Sunday night through Friday night, with breaks only on the weekends. CBOE already provides some additional trading hours for US equities, with early orders accepted starting at 2:30 a.m. New York time and trading available from 4 a.m. to 8 p.m., Monday through Friday. During those extended hours, average daily trading volume increased 135% between 2022 and 2024, Cboe said. Regular trading takes place from 9 a.m. to 4 p.m. The New York Stock Exchange also filed its own application in October, looking to offer trading 22 hours on weekdays. Neither venue will be able to operate overnight until key infrastructure is in place that shows real-time trade data outside of normal trading hours. source : bloomberg
Great visual representation of tariffs impact on US states
By The World in Maps thru Tom Keene thru Joumanna Bercetche
Will the US have to crash stocks to save bonds ???
Source: Michael A. Gayed
