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UK-EU 'Switzerland+' deal possible, even GS agrees / Warsh Ai boosting productivity, but no rate signal
#Brexit Rejoining single market could give UK a £150bn boost (that's 6pct of GDP...) Goldman Sachs claims...Reversing Brexit would offer ‘significant economic upside’ ! finally admitting the obvious....
Markets : The AI bond rout has now hit the blue-chip tenants as well ( Thread), Fed’s Warsh withholds rate signal, praises recent global tightening, Fed’s Warsh sees AI boosting productivity but gives no signal on next rate hike, China moves to prop up stock market with selling curbs, buybacks, AI companies have captured ~83% of all US venture funding! ,
This is one of the biggest geopolitical mysteries of the year: why did China just save the world economy? / Thread #crude
#GBP NEW: France has dropped its opposition to the UK being included in the EU’s “Made in Europe” legislation as long as the British government aligns with the bloc’s position over tariffs on Chinese EVs.
And now even GS says it then... GOOD god..
IF even the Torygraph says it....so for 10y..folks been told Brexit would unlock growth.....ooerhum, so now the growth opportunity is removing the barriers Brexit created...... cant make this shitt up.. (don't fully rejoin, imho, but negotiate with EU hard again, on few things, defense, exports, energy to start with..), like CH, Norway etc, via bilaterals,... and keep adjusting as you go along next few decades... that's sellable.. re-join is tricky, and not realistic tbh
Nic on X: "The AI bond rout has now hit the blue-chip tenants as well. Meta's Hyperion: 91c. Hut 8's Nvidia-leased sites: 91-93. Microsoft-leased Excalibur: 87. All were sold as the "safe" end of the AI trade. Well, it's now very quickly repricing like the risky end. https://t.co/SehuGIGRgC" / X
Arnaud Bertrand on X: "This is one of the biggest geopolitical mysteries of the year: why did China just save the world economy? Because, make no mistake, it absolutely did. Analysts are pretty much unanimous on this: had China not dramatically - and I mean dramatically - reduced its oil imports this https://t.co/1tw475e8BK" / X
France who has broken every budget by not 1 or 3 bn, but 50bn last 2 years alone... that's almos timpossible, I'll believe it when I see it...'show me the money' !
The bar is set pretty high now....
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