Do we know if they're now having inventory problems.

!TF

!TF

We had a severe decline in the population during the Black Death - as much as 50% in some places. It was great for the survivors. It ended the feudal system, wages rose dramatically. People inherited a

The tariffs that came in on 2nd April were worse than expected, so European stocks will eventually tank too.

!TF

10 year bond yields are about 4.24%. So they're well above where Scot Bessent wants them to be.

!TF

!TF

If the US tariffs go ahead, Germany will have to pivot again. But to whom?

The binmen's strikes will also have an effect.

So, tariffs on everyone at the same time = inflation, but tariffs on just a few countries makes no difference because trade diverts to non-tariff countries?

!TF

It will be interesting to see earning results for this quarter.

The new EU funding for defence might change some minds.

I hear pension funds are still refusing to invest in defence stocks due to ESG reasons.

!TF

I wonder if his sucking up to Trump will backfire.

!TF

The thing is, Chinese goods are cheap, and everyone is battling inflation.