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MAG5 cash flows by end '26 ! / 10y after Brexit 'disaster '.!.. / EU to Trump: A Deal Is a Deal / Bessent, JPY, XI summit

  • sc0172
  • 4 hours ago
  • 4 min read

  • Iran update : The U.S. military said Thursday that Iran launched missiles, drones and small-boat attacks at U.S. warships transiting the Strait of Hormuz, and that the U.S. responded by intercepting the threats and striking Iranian military sites responsible for the attacks, Trump says ceasefire still in effect after US and Iran clash. UAE intercepts Iranian drones and missiles as tensions escalate, ''Pentagon in disarray'' overheard many times in media >>> the BIG risk remains that Iran doesn't bow to U.S demands and the strait stays close for longer.. as much as we all hope it won't happen..it's about planning for the worse and hoping for the best! markets have been a little too euphoriac on the back of Trump's tweets via Axios..

  • Markets : Norges hiked (protracted inflation and cloudy price outlook), US Treasury Secretary Bessent to visit Japan ahead of China Summit, focus on FX #USDJPY and Geopolitics, EU to Trump: A Deal Is a Deal, PTJ says US is late to regulating AI: 'We should have already done it', Donald Trump’s 10 per cent global tariffs have been ruled illegal by a US court, striking a fresh blow to him, BoJ needs to step in again (IF they want to be serious about JPY - need to move on rates too..NIKKEI has DOUBLED! since the tariffs lows last year..)

  • Shell CEO Wael Sawan: "While 20% of the world's LNG is impacted [by US-Iran war], that equals to only 3% of the world's natural gas." (An important point that's often overlooked)

  • Russia, Ukraine trade major attacks ahead of Moscow's Victory Day celebrations

  • The Norges Bank became the 3rd G10 central bank to hike rates in this cycle after the BoJ and the RBA, U.S. M2 Money Supply hits new all-time high of $22.7 Trillion,

  • Wall Street projects hyperscalers’ free cash flow to fall by over 70% from its peak by the end of 2026, even as earnings keep climbing - Bloomberg

  • The Chinese central bank remains the most unwavering “buy-the-dip” force in #GOLD, 18th straight month of buying

  • China-EU investment deal should stay in ‘deep freezer’, outgoing trade chief warns

  • “There are two ways to enslave a country. One is by the sword. The other is by debt.” – John Adams, U.S debt is now over total GDP.. (1st time since post war mid 40's..)

  • US Senators Just put Trump’s Son-in-Law Jared Kushner under Investigation for getting Billions From Middle East While Shaping U.S. Foreign Policy...about time!

  • The U.S. Treasury will likely have borrowed more than $2 trillion by the end of the fiscal year—a figure described as “beyond scary” by budget hawks

  • UK local elections, you are going to hear a lot about 'Reform' being a national party, it isn't ! they doing well in areas that voted strongly for Brexit, and not very well that voted remain (from the excellent John Curtis)


What a great success this has been! good grief..

 10 years after Brexit:

• FTSE 100: +62% • S&P 500: +253% • DAX (Germany): +151%

Pound down 10% vs dollar, 12% vs euro

£160 billion+ pulled out of UK equity funds.

Brexit didn’t cause every problem but it made Britain a chronically underperforming investment destination >>>>>No wonder 59% want to rejoin.........














Investors taking a bath!



a reminder that finance has really gone mad ... yeps..Jesus may come back this year - it's worth a shot !? or is it 🙂 Polymarket on X: "BREAKING: JESUS CHRIST RETURNING THIS YEAR? 4% chance. The odds have risen." / X


















 
 
 

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