Wall St Engine
JPMORGAN: 'INTERNATIONAL MARKETS SHOULD CONTINUE TRADING INCREASINGLY MORE FAVORABLY THIS YEAR'
"Over the following months, our view is that bond yields could move up for the wrong reasons, due to tariff-driven inflation pickup and rising fiscal concerns, while at the same time activity sees softening given the payback for frontloading of orders. We are not advocates of decoupling, but one should be using this period for rotation; our broader Strategy view remains that International markets should continue trading increasingly more favorably this year. Within Europe, the performance has been very selective so far, where winners were Defense, Financials, Utilis, Telcos, Industrials and Construction, but many areas failed to participate, including a range of cyclical sectors, such as Autos, Luxury, Mining, Energy, Chemicals and Semiconductors.'
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JPMORGAN: 'INTERNATIONAL MARKETS SHOULD CONTINUE TRADING INCREASINGLY MORE FAVORABLY THIS YEAR'
"Over the following months, our view is that bond yields could move up for the wrong reasons, due to tariff-driven inflation pickup and rising fiscal concerns, while at the same time activity sees softening given the payback for frontloading of orders. We are not advocates of decoupling, but one should be using this period for rotation; our broader Strategy view remains that International markets should continue trading increasingly more favorably this year. Within Europe, the performance has been very selective so far, where winners were Defense, Financials, Utilis, Telcos, Industrials and Construction, but many areas failed to participate, including a range of cyclical sectors, such as Autos, Luxury, Mining, Energy, Chemicals and Semiconductors.'
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Wall St Engine
In a global first, the UAE will give every resident free access to ChatGPT Plus as part of a major partnership with OpenAI. The deal includes building Stargate UAE, a 1GW AI data center in Abu Dhabi, and is part of OpenAI’s new “OpenAI for Countries” push to help nations build their own AI stack.
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In a global first, the UAE will give every resident free access to ChatGPT Plus as part of a major partnership with OpenAI. The deal includes building Stargate UAE, a 1GW AI data center in Abu Dhabi, and is part of OpenAI’s new “OpenAI for Countries” push to help nations build their own AI stack.
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Dimitry Nakhla | Babylon Capital®
10 High-Quality Stocks with Double-Digit EPS CAGR Estimates for the Next 3 Years 💸
💵 Visa $V 13%
💰 Intuit $INTU 13%
🖱️ Google $GOOG 12%
📦 Amazon $AMZN 19%
💳 Mastercard $MA 16%
☁️ Microsoft $MSFT 15%
📊 Salesforce $CRM 13%
📈 S&P Global $SPGI 11%
🤝 MercadoLibre $MELI 35%
☀️ ASML Holding $ASML 19%
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10 High-Quality Stocks with Double-Digit EPS CAGR Estimates for the Next 3 Years 💸
💵 Visa $V 13%
💰 Intuit $INTU 13%
🖱️ Google $GOOG 12%
📦 Amazon $AMZN 19%
💳 Mastercard $MA 16%
☁️ Microsoft $MSFT 15%
📊 Salesforce $CRM 13%
📈 S&P Global $SPGI 11%
🤝 MercadoLibre $MELI 35%
☀️ ASML Holding $ASML 19%
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Wall St Engine
Prepare yourself—here’s what Trump’s likely to say this week: https://t.co/A9JfMR38Bx
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Prepare yourself—here’s what Trump’s likely to say this week: https://t.co/A9JfMR38Bx
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Wall St Engine
Trump: I was extremely satisfied with the 50% Tariff allotment on the European Union, especially since they were “slow walking (to put it mildly!), our negotiations with them. Remember, I am empowered to “SET A DEAL” for Trade into the United States if we are unable to make a deal, or are treated unfairly. I have just been informed that the E.U. has called to quickly establish meeting dates. This is a positive event, and I hope that they will, FINALLY, like my same demand to China, open up the European Nations for Trade with the United States of America.
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Trump: I was extremely satisfied with the 50% Tariff allotment on the European Union, especially since they were “slow walking (to put it mildly!), our negotiations with them. Remember, I am empowered to “SET A DEAL” for Trade into the United States if we are unable to make a deal, or are treated unfairly. I have just been informed that the E.U. has called to quickly establish meeting dates. This is a positive event, and I hope that they will, FINALLY, like my same demand to China, open up the European Nations for Trade with the United States of America.
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