Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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Carney: Some things about USMCA will have to change.
🚨🚨Trump: Stop asking how many deals we're signing.
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Trump: We won't do much business from Canada.
Trump: US not prepared to walk away from USMCA, it's a good deal for everybody.
🚨New Hampshire just signed a new law to allow the state to invest in cryptocurrency
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Trump on changes sought to USMCA: Maybe subtle changes.
CAD at 7 month high vs USD
Trump: We don't really want cars from Canada.
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Trump: At some point, it won't make economic sense for Canada to build those cars.
Trump: We protect Canada militarily and we always will. [always? πŸ‘€]
Trump referring to Canada: This is a very friendly conversation.
Trump ends remarks with Carney [ignore macro FUD, BTFD]
Bull Case pinned Β«GDP=C+I+G+(Xβˆ’M), C is Consumption, I is Investment, G is Government Spending, X is Exports, and M is Imports, imports (M) are subtracted. High imports, lower nominal GDP, macro FUD. BTFD and ignore macro FUD. @bullcaseΒ»
UK & US close to trade deal with lower tariffs -FT
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🚨Vol Control, CTAs & Risk Parity flows at the bottom 4th percentile. -Nomura [BTFD now before their flows start coming back and macro turns bullish]
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Bull Case pinned a photo
🚨China's Vice Premier He Lifeng to meet with US's Bessent
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Spot gold down 1% on report Bessent to meet with China
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S&P 500 futures surge over +1% on report Bessent to meet with China
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🚨China’s Central Bank Unveils Major Monetary Policy Easing Measures
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Bloomberg's Eric Zhu: The People’s Bank of China is spearheading efforts to shield the economy from the trade-war shock with a rate cut and other monetary support. The move echoes a strategy used last September, when the PBOC took the lead in delivering stimulus and fiscal support followed
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