Tapate50
Well-known member
Doc - “I’m a doctor not a miracle worker”That's what he said
Doc - “I’m a doctor not a miracle worker”That's what he said
Lol - goods prices were unchanged.
Sure this looks bad, but if you look closely prices for native-born businesses went down and all the inflation was experienced by foreign-born businesses.
Isn't a weakened dollar a good thing for our exporters and hurst theirs.
Additional observation: the ECB cut rates more than the Fed last year and the Euro still appreciated.
Yes. A weakened dollar works to increase net exports. That's one angle. A second angle is by looking at what it says about international capital flows and investor confidence. There the verdict is decidedly negative. In effect investor sentiment shifted against dollar-denominated assets in spite of the ECB cutting interest rates more than the Fed.Isn't a weakened dollar a good thing for our exporters and hurst theirs.
EU is a such a non-factor either not sure it matters. Hope they import cheap chinese goods and cheap indian workers.
Lets see what happens...
You think investor sentiment has soured on the US and directed towards the western portion of hte EU?Yes. A weakened dollar works to increase net exports. That's one angle. A second angle is by looking at what it says about international capital flows and investor confidence. There the verdict is decidedly negative. In effect investor sentiment shifted against dollar-denominated assets in spite of the ECB cutting interest rates more than the Fed.
Relatively? Why wouldn’t it?You think investor sentiment has soured on the US and directed towards the western portion of hte EU?
Come on now - You don't even believe that.
Driven by in large part of Central/Eastern EU nationsEU stock markets outperformed US markets in 2025. And global markets generally outperformed US markets.
Even without adjusting for the dollar's decline. When you adjust for that the differential was large.
It did.Relatively? Why wouldn’t it?
It’s perhaps helpful when trying to determine if your protectionist trade policy implemented in the past year is effective.Driven by in large part of Central/Eastern EU nations
A large chunk otherwise was banking which without knowning their investment portfolios are probably heavily invested in US related activities.
But EU markets tend to lag US and not front run so YoY in one year is not very helpful. What about the last 5 years? 10 years? etc...?
It’s perhaps helpful when trying to determine if your protectionist trade policy implemented in the past year is effective.
You are truly a master at your craft.Why is the performance of another countries stock market relevant to me when determining effectiveness of our policies. The whole purpose is create a system where more gains are going to the working class and that happens under Trump every single time.
Fortunately for these EU nations the populist right is rising but if you want to take the EU over the US in any meaningful way (even considering sizing) then you go ahead and do that.