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Informal EU Leader's Retreat in Alden Biesen Castle : Von Der Leyen announces that the EU will "move forward faster" and deliver results by June...deregs etc....looks like EU moving full steam ahead (yes yes, let's wait for delivery..IMHO..feels like this time it is happening...), so many positive developments/things going in Europe, it's fair to say, Europe has just launched the first heavy rocket, the Ariane 64 (why aren't EU media all over this success? the U.S would be.., Macron & Merz clash on how to solve European competitiveness. Merz wants more deregulation, while Macron wants to prefer European procurement >>> do both to a certain degree, compromise, move on, and fast ! ..Europe can only assert itself if it is economically strong – and that strength depends on a competitive industrial base (Merz), Portugal builds Europe's first dedicated drone carrier Markets : after software, logistics, transport, fins, now CBRE next in line with the 'AI reset', Navarro sees 'significant' USMCA flaws, CBRE (real estate scare), >>> 'INSIDERS' activity in U.S stocks lately is almost 98% ALL selling, U.S CPI up next, one of those moment when many contacts and clients calling and asking 'what's going on'.. meaning too many longs out there, crowded trades, all similarly positioned supported by low vols (VIX), crazy valuations (we see how quickly things can unfold)... be prepared, hedge, reduce risk, and have a shopping list ready...always... on silly sell-offs Trade : US and Taiwan sign trade agreement to seal chip investment, deal will reduce American tariffs on a range of Taiwanese food products, the 'sell America' is more of a reduce America & buy everything else globally, rebalance! ( Asian stocks have made their best start over US equities since at least 2000), Geopolitics : Russia memo sees return to U.S. dollar system in pitch made for Trump, South Africa's Ramaphosa to deploy army to combat crime, Big tech Bro's getting scared, they should be, Google warns EU against ‘erecting walls’ in tech sovereignty push (MSFT - France's Visio etc) Seriously delinquent rates in multifamily mortgages at Freddie Mac are up to 0.48%, the highest in at least 21 years. The percentage has DOUBLED over the last 2 years EU's Von der Leyen reaffirms urgent need to simplify regulations in Europe Europe has a narrow window of opportunity. Just as we acted on health in the pandemic and on defence after Ukraine, now they must act on competitiveness. • Complete the Single Market • Simplify procedures • Turn savings into investment • Strengthen strategic autonomy • Pursue ambitious free and fair trade agenda....UK better get in or much closer fast !...just saying Macron & Merz clash on how to solve European competitiveness. Merz wants more deregulation, while Macron wants to prefer European procurement >>> to do both to a certain degree, compromise, move on, and fast ! Bart De Wever on X: "Yesterday, at the informal European Council in Alden Biesen, the 27 EU leaders reached broad agreement on three urgent priorities for Europe’s competitiveness. First, we must bring down energy costs for our industry - including through reform of the EU Emissions Trading System https://t.co/Cr0MOhLoaL " / X EU leaders agree to move ahead with ‘Buy European’ policy | European Union | The Guardian Eutelsat to Take Out Almost €1B in State-Backed Debt for New Satellites Portugal builds Europe's first dedicated drone carrier, D João II By the numbers: A look at European rocket Ariane 64's maiden launch Giorgia Meloni and Friedrich Merz: EU's new power couple White House Adviser Navarro Sees ‘Significant’ USMCA Flaws - TT US and Taiwan sign trade agreement to seal chip investment South Africa's Ramaphosa to deploy army to combat crime Another government shutdown could be underway this weekend CBRE Beats Earnings Estimates for Q4 — But ‘AI Scare Trade’ Dings Share Price – Commercial Observer “AI” is a neat headline, but it doesn’t explain a 30% drop in two days. AI disruption is a slow, multi‑year margin story; this kind of move is about liquidity and the fee pool. CBRE is effectively a proxy for real estate deal and refinancing volumes, so when cap rates reset, lenders tighten, and price discovery stalls, volumes – and therefore fees – are the first things to vanish. That’s still fundamentals, just not the kind that shows up cleanly in last quarter’s EPS. The real tell is what had to change in the deal and financing backdrop to justify such a sudden repricing: this isn’t AI eating brokerage, it’s a frozen transaction market and a more fragile financing window than investors assumed, and the stock is adjusting to that reality. Russia memo sees return to dollar system in pitch for Trump | Financial Post Microsoft is building its own AI model Sarcastic Friday mood Peter Girnus 🦅 on X: "I am the Chief Responsibility Officer at an AI company that just raised thirty billion dollars. My title was created in 2023. My budget was cut in 2024. My team resigned in 2025. My title still exists because it tested well with institutional investors. This week we closed a" / X

US lawmakers slammed Pam Bondi over handling of Epstein files Markets : Investors in the Hyperscalers could soon realize their stock price was "rewarded" mainly for buybacks and not this AI spending, #JPY BoJ is expected to hike rates to 1.00% in April (BoA) >>> NFP data (clearly manipulated, perfect insider trading..just like organized crime..spread the words all week, call it super low, and.. comes out stronger than expected.. classic..) , Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet (Thread) , US House voted to end Trump’s tariffs on Canada S House voted to end Trump’s tariffs on Canada, World’s Largest Pension Fund (Dutch ABP) dumped 30% of Treasuries...not just a small Pension fund anymore..look most of them have...! ..and they ain't coming back... for a long while.. >>> a decent DE-dollarization trade in 2026 now looks on the cards, be prepared (USDputs), various #U.S brands will continue to struggle, as the likes of EU, China and others choose their own techs and products..., it's all collapsing underneath in the U.S admin... The federal deficit  and national debt  are expected to grow by trillions of dollars over the next decade, according to 10-year projections  from the nonpartisan Congressional Budget Office (CBO) Trade : Trump privately weighs exiting the USMCA trade pact he negotiated, UK and Canadian firms suspend future ties to UAE's DP World after CEO's emails with Epstein Geopolitics : China and Russia say they will take action against Israel if it attacks Iran, US airforce will use deadly force against aircraft that violate EL Paso NOTAM area if they are deemed a threat, VdL : If 27 states won't agree on Capital Market Union, I will move ahead with 9 states, US lawmakers slam Pam Bondi over handling of Epstein files, Xi Jinping: Those who forget their ancestors, betray the motherland, or seek to divide the country will come to no good end, also, "American moral scandals raise a simple question: how can someone who does not respect themselves command respect from the world?" , BYD overtakes Ford in global vehicle sales.” Just 5 years ago, Ford sold 5 times as many vehicles as BYD Germany's Merz: We must deregulate every sector. I call for a “regulatory clean slate.” Minor corrections to laws are not sufficient. We need to systematically review the whole set of existing EU legislation >> DO it ! real German leadership there! Attorney General Pam Bondi Refuses To Apologize To Epstein Victims For Failing To Redact Their Names During Explosive House Hearing - uPolitics Rep. Jesús García comes out swinging: "You're one of the worst attorney generals in our history and an instrument of Donald Trump's lawless authoritarian agenda, and I'm glad the American people are seeing who you are." Popular Liberal 🇺🇸 on X: "BOOM! Jamie Raskin served Pam Bondi a devastating reality check in just minutes. Checkmate! While Bondi sat there stone-faced, Raskin brought Epstein victims to expose her incompetence. He revealed how she scrubbed Trump's name from files, released victims' names, and held back https://t.co/9OYFlmn3o4 " / X Merz calls on Germans to work more — and draws a withering backlash – POLITICO This is real German leadership. Whilst we must remember that the EPP was the architect of almost every regulation passed by the EU, we must also cheer Mr. Merz and praise his bold vision. Brussels NGO/Consultant complex, that profits from regulation is being defeated. Macron pushes for EU common debt capacity to fund Europe’s future Software’s AI stress test: mapping threats and opportunities across US and Europe | Saxo Bank Switzerland UK and Canadian firms suspend future ties to UAE's DP World after CEO's emails with Epstein | Middle East Eye Largest European pension fund ABP cut back US Treasury holdings last year | Reuters CBO raises deficit projection by $1.4 trillion over next 10 years compared with its prior forecast | Watch January jobs report beats expectations, but details tell a different story U.S. agency contradicts Trump: Tariffs dent economic growth Trump privately weighs exiting the USMCA trade pact he negotiated | World News - Business Standard Who are the six Republicans who voted against Trump’s Canada tariffs? Real Estate Services Stocks Sink in Latest ‘AI Scare Trade’ James Wood 武杰士 on X: "“I Just Returned From China. We Are Not Winning.” That’s the headline from Steven Rattner, not a fringe commentator, but a former Obama Treasury official writing in mainstream U.S. media and what’s surprising isn’t hostility toward China, it’s acceptance. He describes: – AI" / X China has power, literally. – More generating capacity. – Cheaper electricity for data centres. – Industrial scale that feeds AI growth. In the AI era, energy is leverage Hedgie on X: "🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing, where a special purpose vehicle borrows the money, builds the data centers, and leases everything back to Meta. https://t.co/GIs0hAu0kM " / X UBS: +3000 Jobs in Hyderabad, -3000 in Zürich – Inside Paradeplatz

EU regulation is like kryptonite to our enemies/Thread, one does not have to be pro Brussels to agree with that... Italy overtakes Japan to become the world’s fourth-largest exporter , Big! A step toward Europe's own hypersonic strike capability. Bavarian military startup Hypersonica's first missile test on the Scandinavian peninsula was successful, The modular design shortens development time by years and cuts cost by 80%, and Spain + few others standing up to the big Tech Bros, keep it going ! Markets : The AI disruption trade just hit financial services, Spain moving in against social media giants (Musk having a fit), JPY did not weaken on the huge JPN election result (surprise.. for the USD bulls..), China and many others keep divesting away from the U.S, many U.S brands been hammered over the last many months >>> beware consumer power to 'avoid US names', eventually USDollar will struggle/continue to weaken Geopolitics : French President Emmanuel Macron has issued a stark warning: Trump’s agenda could “dismember” Europe , and the EU can no longer rely on compromise, Escaping the special relationship: How Britain can leave its dangerous dependency on Trump’s America #TSLA Tesla is about to be a US only company like GM and ford are headed..... Spoiler alert: it's pure fiction...Elon Musk will not build a colony or an outpost or so much as an outdoor toilet on the Moon. Not in ten years. Not in twenty years. Not ever, as long as everyone believes him, he can take your tax dollars.. ECB Chief Christine Lagarde says the E.U urgently needs an alternative to Mastercard Read an Anthropic AI safety lead's exit letter: 'The world is in peril' Escaping the special relationship: How Britain can leave its dangerous dependency on Trump’s America – European Council on Foreign Relations Elon Musk’s xAI loses co-founder Tony Wu in latest senior departure xAI lost 10+ major managers in a single day... Incriminating Epstein documents circulating internally Illegal activities in business were identified or pure coincidence.. Urso: "Italy has surpassed Japan as the world's fourth-largest exporter." Read an Anthropic AI safety lead's exit letter: 'The world is in peril' Trump says Fed pick Kevin Warsh can juice economic growth to 15% Defence Index on X: "🚨🇫🇷🇪🇺 Macron Warns: Europe Must Brace for a Clash with the US! French President Emmanuel Macron has issued a stark warning: Trump’s agenda could “dismember” Europe, and the EU can no longer rely on compromise. Macron urges Europe to: ◾Prepare for potential conflict with the https://t.co/OimzBrD73q " / X Epstein Files, 4 Chan, Tech Bros., Silicon Valley & the Online Far Right | Education Training Society Brokerage Stocks Are the Latest Corner of the Market Getting Slammed by AI - Business Insider Palantir hosts party for MoD to celebrate £240m defence contract Shall we all go and crash the party ? Tesla (TSLA) can't find the bottom in Europe as 2026 starts with another brutal decline | Electrek ‘I saw the writing on the wall’: Austria offers safe haven for US academics as Trump wages war on universities Joni Askola on X: "1/12 EU regulation is like kryptonite to our enemies🧵 https://t.co/eLQcFqOrYK " / X It’s a continental embarrassment that Europe has produced 0 stealth fighters. We are forced to buy American just to stay relevant. Meanwhile, the France-Germany infighting on the 6th-gen fighter is pathetic. Either we get our act together or stop complaining about US dependency HealthRanger on X: "Why Elon's "moon cities" fantasy is pure fiction: The dream of a bustling lunar metropolis shatters against the unforgiving reality of lunar environmental science. First and foremost is the lethal radiation environment. The Moon has no protective magnetosphere or substantial" / X

Pure Value Metrics AG is a Global Equity Asset Manager based in Pfäffikon Switzerland specializing in Trusts Welcome to Pure Value Metrics Bespoke Global Asset Management/Trusts/Family Office Services Relative Value & Balance Sheet Specialists Even "JAMES BOND" won't be able to save Credit Suisse Click here to watch the CNBC video Pure Value Metrics works with a broad selection of Global clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Multi-Family Offices Services, including Trusts with the Geopolitical Security of the assets in Switzerland , Asset Management and Trading solutions. PVM BITs Our daily round-up of Global Macro Market Trends and insightful news topics Subscribe AI disruption, CBRE reset / Drone carrier, Ariane 64 ! / EU : 'Buy European policy', deregs, moving faster! / U.S CPI next CAD tariffs / NFP data.. / U.S lawmakers slam Pam Bondi / ABP dumped UST's / DP World / CBO ups federal deficits xAi loses 11 major managers in a day / Macron : EU defense stark warning / EU, Italy big progress / TSLA pure fiction ASSET MANAGEMENT Using our unique relative value based Investment Matrix we build investment portfolio's with superior metrics relative to main stream equity indices Discover PRIVATE BANKING ACCOUNTS Support whilst trading on a choice of industry leading platforms Discover Media Apperances CNBC Interview - August 2022 PVM & Bloomberg on Global Macroeconomics

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