Charles Monchau

[Charles Monchau @monchau]

@Bruno_Attal_ @R_Bachelot @J_Bardella Elle est non seulement vulgaire mais aussi totalement inutile à la société. Pourtant les médias proches du pouvoir aiment pouvoir l'utiliser dès que possible.

[Charles Monchau @monchau]

https://t.co/TqGpCR8ITG

[Charles Monchau @monchau]

https://t.co/xU5z5XCZkH

[Charles Monchau @monchau]

US economic surprise index turns most negative in nine months

David Ingles @DavidInglesTV @Bloomberg

[Charles Monchau @monchau]

#Gold has crushed the US #stockmarket over the last 25 years.

@brewmarkets

[Holger Zschaepitz @Schuldensuehner]

Good morning from Germany, where investor confidence improved more than expected in June, as the fiscal boost expectations outweigh trade fears.
The ZEW expectations index — a key measure of economic sentiment — jumped to 47.5 in June, up from 25.2 in May, and well above the Bloomberg consensus of 35. Even the current conditions index showed some improvement, rising to -72.0 from -82.0 the prev month — still negative, but moving in the right direction.
https://t.co/qvwsV90UZ6

[Brew Markets @brewmarkets]

U.S. retail sales fell sharply in May.

Americans are becoming cautious with their spending.

[Charles Monchau @monchau]

@StrategasRP noting that the market is expensive on all metrics..
#sp500 #us #equities

[Charles Monchau @monchau]

Long international #stocks trade becoming crowded?

@bofa

[Charles Monchau @monchau]

A major breakout ahead for #silver? This looks like a very long cup-and-handle formations.
@TaviCosta

[Charles Monchau @monchau]

@LeadersJunction

[Charles Monchau @monchau]

Looking for sector strength? Cybersecurity names putting in work.
@TrendSpider

YTD Performance:
$CRWD +42%
$PANW +12%
$FTNT +9%
$NET +61%

[Charles Monchau @monchau]

Global Stocks just formed a Golden Cross for the first time since January 2023 🚨 The last one sent prices soaring 43% over the next 2 years 📷<📈
@Barchart

[Charles Monchau @monchau]

@realDonaldTrump

[Charles Monchau @monchau]

📈 U.S. Foreign Net Financial Assets Surpass 100% of U.S. M2 Money Supply Since Q2 2024 Since Q2 2024, U.S. foreign net financial assets—total foreign financial assets held in the U.S. minus U.S. claims on foreign entities—have exceeded the U.S. broad M2 money supply. By Q1 2025, this ratio reached 104%, underscoring the growing scale of foreign financial claims relative to domestic money supply.
@econovisuals
#financial #bonds #equity #stocks #BroadMoney #investment #investing

[Charles Monchau @monchau]

#portfoliomanagement made simple

@alifarhat79

[Charles Monchau @monchau]

+42% YoY $EIS Israeli stock market continues moving into all-time highs
@tEconomics@GaughanRogue @MikeZaccardi

[Charles Monchau @monchau]

⚠️Japanese insurers' unrealized LOSSES are HUGE: Biggest 📷 insurers’ paper losses on their domestic bond holdings hit a record ¥8.5 TRILLION ($60B) in Q1. Nippon Life, the largest 📷 👇
@GlobalMktObserv

[Charles Monchau @monchau]

30-Year #Treasury #Bonds have now lost almost half their value over the last 5 years 📉
@Barchart