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U.S stagflation / JGB yields 16y highs now / Munich, UK meetings, Merz, Macron = from MAGA to MEGA !

  • Writer: Stéphan
    Stéphan
  • Mar 6
  • 3 min read


  • From MAGA to MEGA : Investors spy the dawn of a tectonic shift away from US markets, Munich meeting, Merz, UK meeting last weekend, Macron now all in one, huge change in EUROPE >>> while Trumpf shoot himself in the foot with threats of tariffs to allies (business uncertainty, can't plan anything, let alone within car manufacturers!), while Musk goes chopping jobs that will hardly make any difference but will certainly hurt confidence >>> USD and QQQ supremacy, US exceptionalism is ''over'' (meaning there sill be other choices now..), talked about MAG7 top before, DeepSeek now clearly (no-one can argue anymore..) a game changer for China, and now EUROPE awakens..and many consumers worldwide stop buying American products, it is happening >>> USD down... heading towards 1.15/1.20 EURO, 130-140 JPY, USDCNH 6.80 possibly, but it is very much about 'Europe, possibly including UK and GBP, so CABLE towards 1.40 why not...in any case this is what Bessent 'is calling' for... so why argue..

  • Ray Dalio podcast : on the coming cresis in U.S debt

  • BBG-China - Trump’s Tariffs Push Xi to Overhaul China’s Ailing Growth Model - A more decisive shift toward domestic consumption is needed to meet the country’s long-term goals

  • Germany’s ‘whatever-it-takes’ spending push to end years of stagnation - Europe’s largest economy could return to pre-pandemic growth trend

  • Starmer’s Popularity Rises to Six-Month High After Ukraine Talks - his popularity rating rose to the highest level since September after he gathered European leaders in London to create a UK and France-led “coalition of the willing” to safeguard Ukraine

  • U.S : Stagflation fears rise as a brutal jobs report follows new tariffs. Recent economic data show inflation staying sticky even as the labor market weakens

  • Chinese AI model euphoria continues with another Alibaba stock jump. China to Ease Real Estate Curbs, Give Local Gov’ts More Power in Property Collection

  • Indian Silver Imports Surge Despite Higher Prices


 

Huge speech - well worth 9mins MEGA incl UK







Trumpf shooting himself in the foot.... HOW ON EARTH DO YOU PLAN YOUR CAR MANUFACTURING WITH TARIFFS ON, OFF, ON, OFF AGAIN FOR 1MONTH.. absolute joke Mr President, but OK., TSLA shares will end up at $50...





excellent wrap






 
 
 

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