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Trump's CAD & MXN tariffs to go ahead / NATO EU alliance at risk / JPY carry unwind still / Crypto mkt down

  • Writer: Stéphan
    Stéphan
  • Feb 25
  • 4 min read



  • Trump says tariffs on Canada and Mexico ‘will go forward’, darkening outlook, trade war risks on the increase again, fragile sentiment, DOGE in full action, plenty of rebuffs, UN Security Council adopts neutral US stance on war in Ukraine as Trump pursues end to conflict,

  • Markets remains 'under pressure', pretty awful crypto picture, Jobless CLAIMS, TSLA sales, JPY carry trade unwind, possible U.S gov shut down in mid March again, tariffs, spending and will be decided by congress not Musk, definitely going to be some pretty contentious times ahead! #VIX doing what it does best too. MSFT denied rumour, but.. AAPL huge spending promises looks rather optimistic too >>> HUGE amount of key single stocks and indices jsut aboe key supports, DMAs, Fibo levels - see yesterday's email for a few examples, sell rallies, still #timeforahedgintrade #SPY

  • Merz : very vocal...Europe may need its own military alliance instead of NATO. Germany can no longer rely on the protection of the "nuclear umbrella" of the American military," — US interference in German elections was as radical and unacceptable as Russian interference and anticipates "worst-case scenario" in transatlantic relations against Trump's America

  • Nasdaq market capitalization relative to US GDP hit a RECORD 103%. The ratio DOUBLED in 5 years and exceeds the 2000 Dot-Com Bubble by ~40 percentage points. All while, the US stock market cap to GDP is sitting near a record of 207%

  • Warren Buffett, warning of ‘scoundrels’ and ‘fiscal folly,’ slashes his exposure to U.S. stocks >>>> “Be fearful when others are greedy, and greedy when others are fearful.”

  • What if the Trump administration’s antagonism turns out to be exactly the kick European leaders needed to accelerate integration and actually get something done ! Like Draghi said ''"You say no to public debt. You say no to the single market. You say no to create a capital market union. You can't say no to everything...Otherwise you have also to admit, to be consistent, that you are not able to deliver on the fundamental values for which this European Union has been created. So when you ask me what is best to do now, I say - I have no idea - but do something!"

  • US Citi Economic Surprise index turned negative and fell to the lowest level since September 2023

  • Erdogan says only Turkey could save the European Union from the troubles it has fallen into due to Ukraine war

  • The Bank of Korea cut rates to 2.75% from 3%, hitting its lowest since August 2022

  • Jamie Dimon calls U.S. government ‘inefficient’ and says Elon Musk’s DOGE effort ‘needs to be done’

  • Microsoft is canceling data center leases, analysts say — and the stock slips #MSFT top in place for a while

  • #AAPL says they will invest $500bn in the U.S over the next 5years.. >>> Apple’s current capital base is less than $160B. Any serious discussion of a $500B capital deployment is a bit…unrealistic


 


Reporter: “Mr. Secretary, why did you select an under qualified retired lieutenant general to be the next Chairman of Joint Chiefs of Staff?”

Hegseth: “I’m gonna choose to reject your unqualified question.”













Trump Takes on Russia…or Maybe It's the Other Way Around || Peter Zeihan worth 10mins - strangely enough a little earlier...Europe may need its own military alliance instead of NATO. Germany can no longer rely on the protection of the "nuclear umbrella" of the American military-Merz








Around 200 people gathered in Einsiedeln (SZ) on Saturday to demonstrate against Germany's far-right and Chancellor candidate Alice Weidel, a member of the Alternative für Deutschland (AfD). The AfD leader lives in this locality.






 
 
 

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