@TheIdeaFarm@MorganStanley Why don't you add US as a share of global profits to the chart?
Isn't this what markets reward after all, profits, not GDP or population.
Here, more consistent with MXUS's current market cap.
@TheIdeaFarm@MorganStanley@juliaonjobs
It’s a turbulent start to 2026.
Discover why we stay invested through turmoil in our new video.
Realpolitik, turbulence and opportunity https://t.co/oulwBpl3ol via @YouTube
La publication trimestriels de Nvidia 📝
"Mais si ces grandes sociétés tech arrivent à maintenir une croissance des profits dans les trimestres et les années à venir, les prix vont continuer à suivre."
💬 @SamyChaar
🎙️ @Ebracq
As we enter the final quarter, markets remain resilient but economic challenges demand vigilance.
Explore the themes shaping our portfolio positioning in our new video.
Rate cuts and rising risks: staying invested in Q4 https://t.co/9ztylOg8kP via @YouTube
Trade deals have brought some relief, but the bulk of the tariff burden is still ahead of us.
Discover how we invest at a time of profound transition.
Tariffs and tailwinds: how to invest in H2 2025 https://t.co/PtPRQFxk86 via @YouTube
Until recently US exceptionalism drove markets – what’s next?
Discover our investment strategy in this new video.
Investing as US slowdown, European awakening, reshuffle the outlook. https://t.co/ehXDjGByM2 via @YouTube
Taking into account tariff revenues, the current bill worsens the annual deficit from 6% of GDP to more than 7% from 2026 onwards, with limited macro payoffs.
Policy choices leading to a lower multiplier tax benefits and maintaining upward pressure on funding costs.
Will the #Trump bill boost the #US economy? After a narrow House vote, the Senate is reviewing a plan that raises the deficit and funds tax cuts for high earners by cutting #Medicaid and food stamps.
We expect limited impact and maintain a low US GDP growth forecast: https://t.co/sZCe12qBQt
Will the #Trump bill boost the #US economy? After a narrow House vote, the Senate is reviewing a plan that raises the deficit and funds tax cuts for high earners by cutting #Medicaid and food stamps.
We expect limited impact and maintain a low US GDP growth forecast: https://t.co/sZCe12qBQt
With the #US economy slowing down and the #EU's set to grow, what’s next for markets? Chief Economist @SamyChaar explores short-term risks, long-term opportunities, and why smart positioning matters now more than ever: https://t.co/LrAt1I5H6L
Here is our new investment strategy video update.
We still see further gains ahead for stock markets, but portfolio exposures need to meet the constraints of short-term uncertainties.
Steering portfolios through a new world (dis)order https://t.co/Rm2Bu9OSON via @YouTube
#Tariffs could slow the #US economy and boost inflation—but by how much? With #trade policy shifting fast, we explore the economic impact of rising import duties ahead of the US’s April 2 report: https://t.co/LGtHGXdy2Z
#Germany’s unleashing a historic shift: easing its ‘debt brake’ for a €500B boost to defence & infrastructure. It’s a counter to #Trump’s ‘America First.’ #Europe’s on board with a defence plan. What’s next for its global role?
More here: https://t.co/aAyN9oTA1J
Do #Germany’s elections signal economic recovery? A stable government could shape #Europe’s largest economy's – here's our take on the results and investment outlook: https://t.co/84mpswIwNL
How will #Switzerland, #Europe's most US-export-dependent economy, navigate #Trump's tariff threats? With the #US surpassing Germany as its top export market, the stakes are high.
We break it down: https://t.co/Cy7trmSRtW
How are we positioning portfolios as the Trump administration’s policies are being implemented?
Discover our investment strategy in detail in this new video.
https://t.co/5X54zVDYiC via @YouTube
What are the economic implications of #Trump’s early policies? Announcements are in line with campaign pledges but lack detail. Moderate tariffs and stricter immigration may offset each other, keeping #US#inflation neutral.
Read more here: https://t.co/KHI6fBWaWF
How should investors position portfolios for 2025?
Here is our new clip.
2025 will be a high octane diet for portfolios https://t.co/vEeA3DgDBo via @YouTube
Divided parliament is unusual in the case of France but not unusual for markets.
There are some major differences to previous debt stress episodes: spread widening is not triggering a rise in French yields. In the case of France, yields are falling, despite spreads rising.