BCMstrategy, Inc.

ML/AI training data & policy trend projection. Patented. #alternativedata #trainingdata #globalmacro #DigitalCurrency #climatefinance

[BCMstrategy, Inc. @BCMstrategy]

New Blog Alert! Discover the four crucial categories of language inputs necessary for AI training data in global macro policy. Don't miss out on valuable insights: https://t.co/MzAtjqZse6 #AI #MacroEconomics #globalmacro #trainingdata

[BCMstrategy, Inc. @BCMstrategy]

Big news! 🌟 We're making language data available to enterprise buyers looking to train their generative AI solutions on high quality structured text inputs grounded in expert-led ontologies. Check our latest blog: https://t.co/zQtgsqb1Dg #LLM #DataScience #GenerativeAI

[BCMstrategy, Inc. @BCMstrategy]

Data sourcing for macro economists can be costly and slow. Explore innovative text acquisition techniques in our latest blog post: https://t.co/jYfqESpfez #MacroEconomics #AI #DataScience

[BCMstrategy, Inc. @BCMstrategy]

Stablecoins are taking center stage in the financial world as the House prepares to vote next week! 📊 See how #alternativedata can help you anticipate market-moving policy shifts. Check it out: https://t.co/p3d16tLQUF #Stablecoins #Economy #Crypto #globalmacro

[BCMstrategy, Inc. @BCMstrategy]

New Blog Post -- making it easier to measure and anticipate #globalmacro risks. July blogpost series will focus on AI #trainingdata that can sharpen your decision intelligence amid ongoing #geopolitical and #tradewar dramas. Check it out: https://t.co/2dj7ngRsmK

[BCMstrategy, Inc. @BCMstrategy]

Budget deals. Trade deals. Nuclear deals. Stablecoin deals. Your pattern-matching AI is not designed to thrive in the tail of the distribution.
The solution: better #trainingdata.
Check out the blog theme for July:
https://t.co/zOMBUUl0rI #globalmacro #geopolitics #tariffs

[BCMstrategy, Inc. @BCMstrategy]

Earnings season is almost here! Are you ready? Dive into our latest blog on how investment analysts & global macro strategists can use generative AI for better analysis and insights. Read more: https://t.co/9I84tgsc73 #EarningsSeason #AIInsights #GenerativeAI

[Mario Nawfal @MarioNawfal]

🇩🇪🇱🇹 GERMANY JUST PARKED TANKS IN LITHUANIA — AND RUSSIA'S WATCHING

Germany just did something it hasn’t done since World War II: it permanently stationed a military brigade in another country. Yeah. Big deal.

They dropped around 400 soldiers (soon to be 5,000) into Lithuania, right next door to Russia and its BFF Belarus.

Why? Because Putin’s invasion of Ukraine freaked out the Baltics, and now NATO’s eastern edge is getting very real.

“We’ll defend every inch of NATO,” German chancellor Friedrich Merz said, while helicopters flew over cheering crowds and German tanks rolled through Vilnius like it was Call of Duty: Eastern Front.

The brigade’s full squad won’t be ready until 2027 — yes, four years to send 5,000 troops — but the message is loud: Don’t even think about it, Putin.

Meanwhile, Lithuania’s footing up to €1.7 billion for schools, daycares, and bunkers to keep the German troops comfy.

Source: Financial Times

[BCMstrategy, Inc. @BCMstrategy]

On Wednesday, a federal court blocked the US president from imposing his “liberation day” tariffs on imports under an emergency-powers law. https://t.co/gUqsxg4fc0

[Peterson Institute @PIIE]

Beijing's attempts to increase CNY as an international settlement currency fall short of posing a systemic challenge to USD but have enabled China to use it for bilateral foreign policy. US & EU policymakers should consider countering or attenuating this. https://t.co/VYodL2g1z2

[BCMstrategy, Inc. @BCMstrategy]

Experts react: The US and China just agreed to dramatically reduce tariffs on each other, for now. What’s next?  #TradeWar

https://t.co/6gken7pFlP

[BCMstrategy, Inc. @BCMstrategy]

Crypto industry hopeful for GENIUS Act despite setback https://t.co/8KARNgPZ2X

[BCMstrategy, Inc. @BCMstrategy]

Live: European stocks gain on China-U.S. optimism; euro zone inflation steady @CNBC https://t.co/0iOFUsHwKw

[BCMstrategy, Inc. @BCMstrategy]

Digging in for a long #tradewar https://t.co/o8ICMzDkBO

[Chris Rugaber @ChrisRugaber]

To be sure, more Americans flowed into the job market, boosting employment-population ratio. Jobs report was overall solid. Markets liked it FWIW.

On downside, revisions cut 58,000 jobs.

[Marc-André Fongern @Fongern_FX]

Here we go: China's exports have already dropped by 10% y/y now, biggest drop in 15 years. Ouch.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

annnnd the revisions

The change in total nonfarm payroll employment for February was revised down by 15,000, from
+117,000 to +102,000, and the change for March was revised down by 43,000, from +228,000 to
+185,000. With these revisions, employment in February and March combined is 58,000 lower than
previously reported.

[Constance L Hunter @ConstanceHunter]

If you did not know about tariffs you would look at today’s labor data and think the economy was doing just fine.

4.2% unemployment rate
177k job gains
60.2% participation rate
34.2. Weekly hours worked

But a cliff is coming if we do not get some policy stability on trade.

[Sophia Gaston @sophgaston]

One for the history books. Zelenskyy, Trump, Starmer and Macron at the Vatican.

[BCMstrategy, Inc. @BCMstrategy]

Interesting analysis given the boom in rare earths mining & hydrogen energy investments, in part funded by the EU’s Global Gateway.

[IMF @IMFNews]

Growth in Latin America and the Caribbean will moderate from 2.4% in 2024 to 2.0% this year before edging back to 2.4% in 2026. Risks to growth are tilted to the downside, mainly from trade policy uncertainty and financial market volatility. Read more ➡️ https://t.co/ypoFeBelBE