EU

the_Q_spice

Not to mention it looks a lot like they are scraping Medicare and Medicaid records in what would possibly be the largest HIPAA violation in history as well as violate numerous EU privacy laws. Investing your money in a business reliant on criminally collected data is one *hell* of a financial choice.

No-Incident-9226

xAI is losing something like $2B/month, and their only product is a shitty chat-bot trained to be one if Elons dickriders. Oh and it can undress children, which is why it's going to be banned in EU lol. Tesla will use their savings to buy shares in xAI... is that even legal? The CEO of a publicly traded company will use the company's money to bail out one of his other failed companies. Tesla is canceling their S and X product lines. Theur annual profit plunged to its lowest level since the pandemic five years ago. Net income last year dropped 46% to $3.8 billion. It was the second year in a row with a steep drop in profit. PE above 300 and rising.

zurijer

They were right that TSLA is not a car company. Lmao cause they’re killing off the S and X. Soon the 3 and Y will be gone as well when China floods CA and EU with their EVs

fuji_ju

It's a high-beta company going facing immense backlash, with one of the most ridiculous PE multiples you've ever seen, all while the whole market is undergoing multiple compression. It's going to drop like a rock eventually when the EU bans it for privacy violations.

SpotlessCheetah

Let me tell you something contrarian. Really contrarian. Biden just did this whole ... hey we're all friends and everything is OK but everyone's just been resting on their laurels. We have gotten into two major wars now and the continual threats. Here's the thing, in a lot of ways, Obama-Trump-Biden-Trump have been thematically consistent, hand in hand with other countries (NATO, 5 Eyes etc). But Trump riling up other countries is good, because now you're all pissed off and have to have some level of self-determination. And you can see it with Germany talking about mandatory conscription, the threat of Russia at their doorstep and so forth. The Western World, behind the scenes, are pretty consistent together. The media is riling you up. You have to read the language but the EU leaders are pretty soft spoken in front of everyone. Even Mark Carney of Canada knows this. There's nothing wrong with standing up for your own self determination but it took Trump to troll everyone to get it done.

dcrockett1

My GDP predictions for 2030: EU: 19.5 trillion U.S: 34 Trillion China: 22 trillion UK: 5.5 trillion

h1nds

What are talking about? The Euro/USD was 1,55 around 2008, 1,25 in 2018 , and we are going to 1,20 right now… the USD has been in one of the strongest positions ever in the last 20+ years. The USD has a big debt, but it has control of its money through the FED and it is the biggest economy in the world+ biggest client of every one on earth. Countries are willing to artificially devalue their currencies so that the lie currency looses value against the USD so the can keep exporting to the US. Egypt has done it not so long ago if I recall. I’m fairly certain we will see a rise of the dollar has Europe can’t sustain having the Euro in such a position cause it hinders exports in such critical moment, and believe me they need that exports to stay above water. In the last quarter the US economy has grown 4,4% compared to the 0,3%. Germany is in a technical recession. So why the hell is the Euro gaining on the dollar? I had no doubt it he US will print like crazy in the near future, it’s the only way to take care of its debt, inflation cures all, but the EU has the same problem, lower productivity and its better performance economies are not using the Euro(Poland, Denmark, etc). So I don’t see a way in which the Euro can sustain this growth against the USD.

CoughRock

OpenOffice already existed for decades. If only EU arent so lazy on migrate all the custom ms office applications integration code to openOffice. They could of ween off it many decades ago. Free alternative is always available. But feature parity and 3rd party add on that is built on top of ms office standard is not so easily migrate off. A lot of online service also us ms standard. EU official can say what ever they want, but to get people to actually migrate the code off msft standard without world breaking bug. That's a tough job to do. It's slowly become a cobol of the new era, it just work enough that you dont want to touch it in fear of breaking it. But every one is too lazy to write test and migrate code of msft products.

Fluffy-Climate-8163

Y'all can hate on the guy, but this deal is just gonna fall apart on its own. If deals worked for the EU, they wouldn't need anyone else for anything.

fastliketree9000

Relative to EU that was normal during covid, hence historically strong dollar remaining until Trump's presidency. EU used stimulus as well, same as China.

GoZukkYourself

META Platforms Q4’25 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B–$135B (Est. $110.62B) 🟢 Guide: 🔹 Q1 Revenue: $53.5B–$56.5B (Est. $51.27B) 🟢 🔹 FY26 Total Expenses: $162B–$169B Q4 Segment: 🔹 Advertising Revenue: $58.14B (Est. $56.79B) 🟢 🔹 Family of Apps Revenue: $58.94B (Est. $57.47B) 🟢 🔹 Family of Apps Operating Income: $30.77B (Est. $30.0B) 🟢 🔹 Reality Labs Revenue: $955M (Est. $962.7M) 🔴 🔹 Reality Labs Operating Loss: ($6.02B) (Est. Loss $5.8B) 🔴 Other Metrics: 🔹 Ad Impressions: UP +18% YoY 🔹 Avg. Price per Ad: UP +6% YoY 🔹 Costs & Expenses: $35.15B; UP +40% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $22.77B; UP +9% YoY 🔹 Cash Flow from Ops: $36.21B 🔹 Free Cash Flow: $14.08B 🔹 Share Repurchases: Nil 🔹 Dividend & Equivalents: $1.34B 🔹 Cash, Cash Equivalents & Marketable Securities: $81.59B 🔹 Long-Term Debt: $58.74B 🔹 Headcount: 78,865; UP +6% YoY Commentary: 🔸 “We had strong business performance in 2025.” – CEO Mark Zuckerberg 🔸 “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” 🔸 “We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion.” 🔸 “We expect full year 2026 total expenses to be in the range of $162-169 billion.” 🔸 “We anticipate 2026 capital expenditures… to be in the range of $115-135 billion…” 🔸 “Despite the meaningful step up in infrastructure investment, in 2026 we expect to deliver operating income that is above 2025 operating income.” 🔸 “We continue to monitor legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and financial results.”

fredditf

$META Platforms Q4’25 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B–$135B (Est. $110.62B) 🟢 Guide: 🔹 Q1 Revenue: $53.5B–$56.5B (Est. $51.27B) 🟢 🔹 FY26 Total Expenses: $162B–$169B Q4 Segment: 🔹 Advertising Revenue: $58.14B (Est. $56.79B) 🟢 🔹 Family of Apps Revenue: $58.94B (Est. $57.47B) 🟢 🔹 Family of Apps Operating Income: $30.77B (Est. $30.0B) 🟢 🔹 Reality Labs Revenue: $955M (Est. $962.7M) 🔴 🔹 Reality Labs Operating Loss: ($6.02B) (Est. Loss $5.8B) 🔴 Other Metrics: 🔹 Ad Impressions: UP +18% YoY 🔹 Avg. Price per Ad: UP +6% YoY 🔹 Costs & Expenses: $35.15B; UP +40% YoY 🔹 Operating Margin: 41% 🔹 Net Income: $22.77B; UP +9% YoY 🔹 Cash Flow from Ops: $36.21B 🔹 Free Cash Flow: $14.08B 🔹 Share Repurchases: Nil 🔹 Dividend & Equivalents: $1.34B 🔹 Cash, Cash Equivalents & Marketable Securities: $81.59B 🔹 Long-Term Debt: $58.74B 🔹 Headcount: 78,865; UP +6% YoY Commentary: 🔸 “We had strong business performance in 2025.” – CEO Mark Zuckerberg 🔸 “I’m looking forward to advancing personal superintelligence for people around the world in 2026.” 🔸 “We expect first quarter 2026 total revenue to be in the range of $53.5-56.5 billion.” 🔸 “We expect full year 2026 total expenses to be in the range of $162-169 billion.” 🔸 “We anticipate 2026 capital expenditures… to be in the range of $115-135 billion…” 🔸 “Despite the meaningful step up in infrastructure investment, in 2026 we expect to deliver operating income that is above 2025 operating income.” 🔸 “We continue to monitor legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and financial results.”

Realistic_Agent_9494

Okay but my immediate response to this is, isn't India set to benefit a lot more from this than Europe? Cheaper labor and prices of goods in India may mean the EU is flooded with cheap goods no? I don't particularly believe India's developing economy will be too enthusiastic about buying bmws and mercedes.

Altamistral

>Americans buy and please can these people saying it's the end of the USA tell us what non US technology available to use? iPhone components are sourced from 40+ different countries. The cameras are Japanese and Taiwanese. The OLED touch screens are Koreans. The sensors are Swiss (STM). The assembly is in China. Two thirds of Apple itself (and Silicon Valley in general) is foreign immigrants. The only thing that's genuinely American is Apple's brand and if things continue the way are going, it's going to tank hard. Tesla already experienced that: they lost \~30% of their sales in EU in one year ad >50% in some markets.

No-Delivery-7048

Yes RH europe  Im from belgium. Every fking country in the EU all 27 of them Options are only possible on crypto, not stocks.

MasterElite1

>BREAKING: All EU members are now in favour of proscribing the Islamic Revolutionary Guard Corps (IRGC) as a terrorist organisation Triple oil prices to devalue g7 debt

Blue026

Why is the president of the EU, who holds an insane amount of power not voted on by constituents or an open election? It’s not a democracy and barely a republic as it’s just politicians voting in their own friends. That’s not a representation of the people lmao This also isn’t legislation, it’s them dictating trade and immigration policies

Bartolone

But remember it’s easier to be a tech company in the US rather than the heavy EU regulated Europe !

mintz41

Well that's verifiably false, because the Parliament is elected by the citizens of the EU. The Council is made up of heads of member states who then elect the Commission, so ipso facto they're elected by people who are elected. And the way legislation and policy works at an EU level means that all 3 branches need to agree for something to pass.

Vegetable_Review4967

Isn't it enough to get wind of this situation? Another tip is aluminium, lithium and graphite miners that are based in the EU. Lots of upside potential with the CBAM and the upcoming IDAA aimed to secure EU supply chains that are independent of China/US/Russia

4Yk9gop

Aren't they creating a low/no cost competitor that's run by the EU? I assume it would be non-profit/not something you could trade. That's sort of the point.

SangerGRBY

imo people are way too bearish on TSLA. ER already expected to be shite. FraudElon Musk just needs to announce something bullish that he clearly won't deliver and we might see 450-460s. "FSD / Robotaxi approval in China/EU" "Optimus blowjob attachment" "SpaceX purchasing 1000 cyber trucks" "Buying 1 billion worth of TSLA" Elon is a tart, but the last time he bought 1 billion worth of TSLA, POS went from 380s to 470.

MaroSoo_eu

I think Tesla’s PE isn’t justified by its current business. It only works if you believe Tesla becomes much more than an auto company in the future. There are companies I try much more. Hell... even VW - Survived a lot. The FSD data advantage is real, but small. It helps with driving. Thats it. Robotics is a different problem, and most serious players rely heavily on simulation anyway. I work in automotive and we are constructing new manufacturing lines. We rely already heavily on it. So the valuation comes down to belief: * FSD scales and becomes high-margin software * Robotaxis actually launch (not in a forseable future in EU) * Energy/software grows meaningfully If even one of those slips, the multiple compresses fast. BYD passing Tesla in unit sales isn’t the issue. Expectations are. Tesla might still pull it off. But at this valuation, there’s very little room for disappointment. Or some bad tweet via mr Musk.

Orange_Codex

I haven't traded much this month because holding FEIM, SLS, PLSR, and WWR meant I didn't have to. Looking to find some niche EU / MENA defence plays early next month.

Lolkac

There is no decreasing gap between US and EU salaries what you talking about. Milions want to live in the US because of the salary increase. Nothing changed

atape_1

Did a little look up on how other markets were performing a week ago. Year to date difference: US: SP500 (+20%) EU: STOXX 600 (+20%) China: Hang Sheng index (+40%) Japan: Nikkei 225 (+40%) Korea: KOSPI (+100%) The US is doing great when you look at it in isolation.

BuyMeaSalad

Idk if you understand how dominant US tech companies are. There are zero companies in the EU that can provide the same salary/benefits US companies can, even with a lower dollar

Antaxas

Ah I see, I overlooked that detail. I dont know the australian specifics, but I would assume its the same situation really. The cloud act enables the US gov to force all their US based business to hand over data regardless of physical location if they require them to. Its intend is to overcome local regulations. In light with recent geopolitics, this is an uprising topic in the EU atm. Doesn't mean that US clouds wont be used at all. But the "sovereign" label on them is questioned heavily and triggers caution.

TheBeesKnees8520

My point was specifically about Australian data sovereignty laws, i have no idea about anything with the EU. But based on what you say that conflict definitely doesn't bode well

Antaxas

https://www.actuia.com/en/news/sensitive-data-and-cloud-act-microsoft-france-admits-it-cannot-oppose-an-american-injunction/ MSFT couldn't garantuee under oath that they are not obliged to hand over data if the US requests them to do so. Its still an ongoing discussion if legally the cloud act is in conflict with data protection laws in EU, but it doesn't look good atm.

Bichael-Murry

EU keeps getting them L's, importing loads indians in...

UnhappyPair2265

Congratulations EU and India 💐💐💐💐

More-Attention-9721

You are assuming "standard cloud" means basic web hosting or low-level compute. That’s not where the fungibility lies. If training demand drops, that capacity doesn't go to basic Azure blobs; it shifts to Inference. The massive GPU clusters are fungible between training (building models) and inference (running them). As "Agentic AI" scales, inference demand is projected to dwarf training demand. Satya isn't saying he’ll use H100s to run Excel Online. He’s saying that as the market moves from building models to using them, the hardware remains relevant. You are betting on a total collapse of AI compute demand; he is betting on a shift from CaPEx (training) to OpEx (inference). When supply is constrained until June 2026, Microsoft has zero need to discount. They have ultimate pricing power. They can force customers into longer commits (3-5 years) just to secure GPU access. The "Restricted" language isn't a warning of low growth; it's a signal of high quality revenue. Every GPU they plug in is already sold. This removes the "inventory risk" usually associated with massive hardware builds. The downside is capped volume, but the upside is margin preservation. Governments (EU, UAE, Singapore) are mandating data residency not just for privacy, but for national security regarding AI models. By pivoting to Sovereign Cloud, MSFT is effectively building a regulatory moat that smaller competitors (who can't afford to build a datacenter in every country) cannot cross. This isn't a retreat; it's a segmentation strategy. "Sovereign" instances command a premium price (20-30% markup) over standard regions.

El-Klotzo

So what's on the agenda today? Mauling iranian regime? Announcing 5000% tariffs on the EU/India deal? Kidnapping JPow live?

kaapooj

EU is very lethargic india deal took 20y and won't be implemented for at least 1y mercasour is also stil stuck in limbo smaller, medium sized countries will be more active but that doesn't change the status quo

kaapooj

too dramatic, US economy is booming usd will correct (EU currently is unable to outgrow the US, China A-shares aren't acessible enough and Japan has longstanding economic woes)

Dull_You_2360

Next up is Canada-India. I think Carney (my new favorite world leader) is scheduled to be in India in the first week of March to sign a deal. Make Canada Great Again, Make India Great Again, Make EU Great Again... keep it coming!!! "Energy and Natural Resources Minister Tim Hodgson was in India this week, meeting Indian Petroleum and Natural Gas Minister Hardeep Singh Puri. Energy security and “diversity of supply” are key to ensuring the “economic vitality of both countries,” the joint statement added."

rattlesnaek

Well, I wasn’t suggesting total war against the EU or Russia or some other big player. But, you know, more situations like Venezuela are bound to happen, perhaps on the American continent. And the continent is pretty rich in natural resources of all types. We could see coups, puppet governments/leaders serving US interest, basically US vassal states being created. And of course, they will use their military prowess to achieve it. Anyway, it hinges on a lot of factors so take what I or anyone says with a grain of salt. But my personal opinion is that the next 20-30 years we’ll regress as a civilisation. Entire financial system is basically a glorified ponzi scheme. The top 1% amass more and more, while the bottom 50-60% starve. From a logical standpoint it’s simply not sustainable long term. Add climate change to that mixture and you end up with wars, famine, revolts, etc. History repeats itself. Of course humanity will survive, but perhaps in considerably fewer numbers this time

Mellow_Toninn

In the EU right now and was at a currency exchange place to transfer USD to Euros and said to the clerk “the dollar is so shit now” and he was just like “yeah…” 🥴🥴

Santa_009

People in Australia took notice. These opinions, much like mine just now are always biased as we surround ourselves with like minded people. My friends took note but I've met new people with differing opinions, their opinions or perspectives often dont fall in your lap (unless you're on reddit). Sales are way down here, and EU. The reduction in car quality, or competition haven't been enough in that time to be the sole cause for the cliff dive orders have done - especially if you overlay it with various actions performed by Musk.

timeforknowledge

Low dollar makes US goods more competitively priced, which means other countries still buy more US goods... Look at the UK and it's low pound, FTSE 100 went from 6800 to 10,000 since it left the EU and the pound crashed

marky_Rabone

No way... in the EU they already consider him senile.

The_Insider_Edge

"The Company targets tripling export volumes by 2028. Efforts will focus on strengthening partnerships in existing markets (Australia, Portugal, Germany, Brazil, and Czech Republic) and entering new markets including the UK, Switzerland, Costa Rica and New Zealand, with investments in GMP/EU-GMP compliance and participation in international trade shows. KPIs include 100% YoY export revenue growth and adding 2-3 new markets annually." [https://herbaldispatch.com/blogs/investors/herbal-dispatch-unveils-strategic-business-plan-for-2026-to-drive-sustainable-growth-and-enhance-shareholder-value](https://herbaldispatch.com/blogs/investors/herbal-dispatch-unveils-strategic-business-plan-for-2026-to-drive-sustainable-growth-and-enhance-shareholder-value)

juventinn1897

What a clueless comment. Byd doesn't sell in USA, and EU controls their own tariffs on China. EU should be promoting their own domestic brands. But they can stay poor too. Even choosing to become more poor!

juventinn1897

Some random award from a shitty magazine.. who cares? Face the fact EU provides little value and is giving that away for some temporary pricing power on cheap products. As rates stay high, gdp continues to stagnate, and domestic businesses lose market share they will inevitably begin declining in gdp.

juventinn1897

Good reply. Last 20 years USA gdp has grown 85% and EU has grown 15% Europoors can't afford copium Look at automobile sales since BYD started selling in Europe. The domestic car share of market is destroyed.

juventinn1897

So many idiots in here talking about how dollar index is falling. This is because vs the other major banks USA is the only one dropping rates and others are raising rates. Value of their currencies may be rising but they aren't stimulating growth to get out of stagflation. EU also selling out all their business to cheap imports from China and India. They will collapse their own economy and gdp

McFlynder

As an EU investor, I completely lost confidence in the US market and switched to mostly Europe. I used to be 100% MSCI World, but switched because it’s ~70% US stocks and the dollar devaluation ate most of my gains. Last year EU stocks outperformed the US for a reason. No one knows what happens in 2026, though.

p3dal

From googling your question: >There is no direct historical precedent for the U.S. government freezing the retail brokerage accounts of ordinary domestic investors specifically because they held international allocations. While the government has extensive powers to freeze assets, these actions have historically targeted foreign adversaries, sanctioned entities, or specific illegal activities rather than broad classes of domestic retail investments. >Key precedents and regulatory frameworks related to asset restrictions include: >**Sanctions and OFAC**: The Office of Foreign Assets Control (OFAC) enforces economic sanctions that can "block" or freeze property. However, these are typically directed at specific foreign nations (e.g., Iran, Russia), entities, or individuals (e.g., terrorists or narcotics traffickers) rather than U.S. retail investors. >**Targeted Divestment**: A more recent precedent involves the 2020 Executive Order prohibiting U.S. persons from trading in securities of companies determined to be "Communist Chinese military companies". In this case, investors were not frozen out of their accounts, but were given a grace period to divest from specific prohibited holdings. >**Account Freezes for Expats**: Many U.S. investors living abroad have had their accounts frozen or closed, but this is usually a result of private institutional policies related to compliance with the Foreign Account Tax Compliance Act (FATCA) and anti-money laundering (AML) rules rather than a government-mandated freeze on international assets. >**Trading with the Enemy Act**: Historically, the U.S. used the Trading with the Enemy Act during World War I and World War II to seize or freeze the assets of enemy nationals, but this did not extend to freezing the accounts of U.S. citizens holding foreign stocks. >**Regulatory Barriers**: While not a "freeze," regulations like the EU's MiFID II have effectively restricted the ability of U.S. brokers to sell certain international products (like U.S.-registered ETFs) to residents in those regions.

jarMburger

International small cap value returned 57% in the last 1 year. Sure, they underperformed a bit before that but if you believe dollar will continue to weaken then international is a better bet. Also, due to recent political turmoil, expect EU and other developed countries to increase govt spending for security and economic stimulus. You can take a look at long term (50+years) of US vs international and will see that international tends to perform well at times.

No_Nose2819

Elons betting of a deprecated dollar and sales from Tesla abroad to make himself hit his stock target to get paid his trillion $ bonus. Only thing is the dollar not what it used to be worth and everyone outside the USA thinks he’s a cunt and are going to buy Chinese or EU electric cars. His star link is very good though a nice little Monopoly money printing machine right now.

typo9292

India is one of the most corrupt countries to cut trade deals with so way to go EU. 😂 good luck. Remember they want all your cellphone software.

Ok_Chance_5859

The impact of a dollar crash is not zero: DXY drops 10%+, import inflation rises (amplified by tariff wars), corporate costs increase (60% of S&P 500 revenue comes from overseas). History shows: between 2017–2020, DXY fell about 15%, the S&P 500 rose overall but experienced frequent tail-end pullbacks. Now add geopolitics into the mix (Middle East/Iran oil price risks, Greenland/EU tariff issues), and the probability of supply chain disruptions is rising sharply. On X people are saying things like “gold & silver exploding, houses not for sale, futures down 0.7%” — this is a warning signal, not some nonsense about “the market smartly ignoring the noise.

AnotherThroneAway

How does this work if the company is US-based, but generates most of their revenue from overseas? Or a EU-based company that generates most of its revenue from its US market?

Tricky-Dot-8316

So india and china left the 2 countries been at war twice and still have whole northern part india is disputed land Tibet was occupied by chine and king was given safe haven in India. Chinese products are looked as spy devices in india, china wants market for their products india cannot compete with Chinese products they will be war next day the NEW currency comes out. I have not seen 1 picture where Xi and Modi look into each other eye. The mother of deals which was btw India and EU was just a junk selling 250 thousand eu cars tax free in india, it’s just a marketing tactics by Modi I have negative hopes on this brics currency succeeding or even coming into play,

portuh47

EU negotiations were not run by Trump, I'm not sure what point you're making

Futureleak

No it won't, the US will be over, but a new global power will emerge from the rubble. The way it looks, it's going to be China. Only way for EU to claim that title is if they behind a converted effort to federalize the union.

MyrnaMyrna

Hood is already in the EU and Asia.

Sea-Frosting-50

also, every country in the EU or outside of it

dudermagee

EU getting close to India is going to massively help India, but crush EU manufacturing.

renome

I'm EU-based and working primarily for US clients, so believe me, I know. I've been eating shit for the past 12 months and the bowls just keep getting bigger lol

bigmeatbag

So the EU is getting a better deal on curry and BO?

Inevitable-Staff-113

EU50 ??

No_Assistance5652

Dollar is dumping too much. I dont think US has social net like EU.

pancoste

Unless you're in the EU. 

Fair-Cranberry-8002

whether mkt plummets or not, gold and silver will rise, imo. India EU deal will make TACO to put more tariffs on EU...

fruitloop00001

EU needs some Indians to balance out the Arabs and Africans.

rightaroundhere_

The EU already takes in more from fining Mag7 than it does tax revenue from all EU tech companies. That's their bread and butter, so they'll push it as far as they can.

dcrockett1

EU always takes the L lol

I-IV-I64-V-I

EU needs tech support for all their new Linux government work stations

Bichael-Murry

EU took the L in this one indeed

Arnab_Goswami_RTV

EU is the next Canada

dcrockett1

EU deal India allows for 10s of thousands of Indian students, It workers and engineers into the EU lmao Also India is one of the main importers of Russian oil lol

Dimmo17

UK - EU trade reset UK - India

Bojack_Horseman22

Some random pension fund in Denmark withdrawing $100m from the market ain’t gonna shake it. Mind you that they use AMD/Intel/Nvidia computers, running Microsoft, SaaS services with cyber security stack of …. Americans companies. Then think if energy, food, technology etc… The S&P500 isn’t going anywhere lol, the EU gonna suck up to America really soon

Atrain4315

interesting call. also their massive trade deal that just dropped with the EU might stimulate consumer and business activity.

Burgergold

Look at a single etf worldwide diversified with some home bias I don't know what is it for Portugal/EU but in Canada its an etf like Xeqt/Veqt/Zeqt

drgala

How about 2% in an hour? It happened in 2025 in a EU country.

Bauermander

In the next 10 years I believe the US is going to do economically way better than the EU. China is pretty much their only competition. Russia is doing Russians things and other countries are just noise.

humtake

So what? 19 years ago I went to EU when the currency was 1.5 USD. Not one thing my life has ever changed since then when they fluctuate. The only thing I noticed was it coat me a little more for a coke that didn't even come with refills. Damn stingy Europeans!

AfterDarkAsset

I am worried about US losing out on all these trade deals that EU, Canada, India, Mercusor and China are making with each other and smaller nations. I am also very very worried about EU, and other countries, moving away from US tech reliance. Indian government for example has already started adopting Zoho - 1 million+ govt employees moved over their MS office accounts and emails to Zoho. EU is also talking about building sovereign cloud instead of buying their compute power from AMZN, GOOG or MSFT. None of this bodes well for American companies and S&P.

DeliriousHippie

There's a risk for that. Currently EU is considering are we too depended about US technology and some companies are moving to other suppliers. I've seen only Amazon do something about it, they have created European Sovereign Cloud which should isolate it from US legally. If countries and big corporations start to move to different cloud vendors then numbers will look rough for Microsoft, Google and Amazon.

Good_Ride_2508

Current Trend is completely different. Posted this in another blog, why gold and silver spiking. You can check all these facts from internet. * China applied licensing requirement (Restriction) to export Silver from Jan 1, 2026, * US govt announced Silver as Strategic Minerals list by Jan 15, 2026, * Year 2025, India Imported 6000 tonnes of Physical Silver (from LBMA and Comex) which is one year of Silver production. * All BRICS countries started buying GOLD and SILVER to avoid freezing USD assets which happened to Russia ($300 Bln) and Venezuela($60 Bln). Oil Kingdom Saudi started dealing indirect GOLD standard with China for trades. * Google Check "Rate Check FED New york", you will see wallstreet journals post 3-5 days before, read it. If this is true, which we will come to know tomorrow FED mtg, no one can stop GOLD and SILVER bull run from here. * Treasury is selling USD bonds and FED is buying those bonds as a process of dilution. USD currency weakens by money printing against Gold and Silver. * The last straw is EU tariff 25% withdrawn now. EU is going to pull all their soverign GOLD and SILVER from new york to EU locations, based on TACO's threat 100% tariff on Canada deal with China. Now, EU does not have faith in USD. * All these results into scarcity of physical Gold and Silver.

paq12x

There's a reason everyone was crying when China manipulates its currency to keep it low. That's the playbook the US is using right now. That just means the EU's export is fucked.

robidaan

US; Expect some heavy tarifs as retaliation. EU and india; uuhm okay

Bright-Pilot-3970

Let me get out my crystal ball. He will say the EU is being taken advantage of and are fools. Then he will raise tariffs, fucking the American people once again. It’s the last part that always seems to happen. The other names are interchangeable and we will probably see this again and again for the next 3 years.

ramdomvariableX

India wins, EU wins, US consumers pay tariffs..

Good_Ride_2508

Current Trend is completely different. Posted this in another blog, why gold and silver spiking. You can check all these facts from internet. * China applied licensing requirement (Restriction) to export Silver from Jan 1, 2026, * US govt announced Silver as Strategic Minerals list by Jan 15, 2026, * Year 2025, India Imported 6000 tonnes of Physical Silver (from LBMA and Comex) which is one year of Silver production. * All BRICS countries started buying GOLD and SILVER to avoid freezing USD assets which happened to Russia ($300 Bln) and Venezuela($60 Bln). Oil Kingdom Saudi started dealing indirect GOLD standard with China for trades. * Google Check "Rate Check FED New york", you will see wallstreet journals post 3-5 days before, read it. If this is true, which we will come to know tomorrow FED mtg, no one can stop GOLD and SILVER bull run from here. * Treasury is selling USD bonds and FED is buying those bonds as a process of dilution. USD currency weakens by money printing against Gold and Silver. * The last straw is EU tariff 25% withdrawn now. EU is going to pull all their soverign GOLD and SILVER from new york to EU locations, based on TACO's threat 100% tariff on Canada deal with China. Now, EU does not have faith in USD. * All these results into scarcity of physical Gold and Silver.

shwaynebrady

Those are being reduced to zero by the EU! So now there is now barrier to out sourcing manufacturing, assembly and production to India where the cost to operate is orders of magnitudes cheaper “The EU COMMISSION said IT would eliminate tariffs on most exports of chemicals, machinery and electrical equipment, as well as aircraft and spacecraft” https://www.bbc.com/news/articles/crrnee01r9jo

McNu1ty1

These are being reduced to zero by India on products being exported by the EU. It becomes cheaper for Indians to buy European goods you mentioned. Not the other way around for the job losses due to outsourcing to happen. Not sure who is being obtuse now. Not going to continue this, cannot understand if this is a troll or a good faith discussion with limited information. Have a good day!

PaleAthlete1040

The EU just fucked over the US, and eliminated competition of the US. They just opened their market to an over 1 billion prospective customers Are we tired of winning yet?

KL_boy

Within the EU they get a very favourable tax rate so they can to park the cash either for future expenses while waiting for a favourable tax rate or FX rate in the US.

McNu1ty1

NAFTA and the US China deal led to job losses as you move production to low cost areas and export from those areas to your country. Did you look at the list of items which have seen a reduction in tariffs from the EU? I am pretty sure tea, spices, gems, jewelry is not something that is already being produced locally. Textile is probably one I can understand. Atleast read the fact sheet for this deal before comparing with US Trade deals.

happybrowser88

Interesting week for global trade. On one hand, we’ve got the India...EU Free Trade Agreement opening new opportunities, and on the other, renewed tariff threats on South Korean goods reminding us that protectionism is still very much in play. Weeks like this tend to create mixed signals for markets and some sectors benefit from expanded access, while others face risk from rising trade tensions. Definitely a time where careful analysis and monitoring geopolitical developments matters more than ever.

happybrowser88

Interesting development. .. this EU-India trade deal could definitely shift some dynamics in global trade. It’ll be worth watching how U.S. policy reacts, especially with ongoing discussions around tariffs and trade tensions. Situations like this often create opportunities for traders and analysts to reassess risk and hedging strategies.

ShittyUsernane1222

🥭 announced 75% tariffs on EU and India while market is open. 🥭's INSISTENT on an another liberation day style dump.

ryan325_

🥭 at 4:16 today OUR Trade Deals are a DISASTER for our so-called “partners” who thought they could outsmart America. Not happening! We were patient. We were nice. Maybe TOO nice. Those days are OVER. The European Union and India have been playing games — very unfair, very sneaky, lots of meetings, no results. I said: “When do we win?” Nobody had an answer! Because they refuse to treat the United States with the RESPECT we deserve, I am hereby RAISING TARIFFS on the EU and India by 75%. Yes, 75%! They will call, they will beg, they always do. It’s called NEGOTIATING.

Top-Meaning2626

EU/India trade deals same as EU/China They will be at the mercy and no defense

shwaynebrady

Because their relative income is incredibly important. The cost of living is orders of magnitude different so what reason would Indians have for buying Spanish ham for 8€ /lb when they can get it locally for 1/4 of that. How many BMWs can you sell to a population with an avg monthly pay of $300? And because Indian labor, regulations, Employee protections, and environmental protections are again orders of magnitude cheaper and easier to comply with than the EU. Previously,. There were massive trade and compliance barriers that forced foreign and domestic firms alike to build and manufacture in the EU in order to access their consumer market. Now that that’s not the case, why would publicly owned company whose entire mission is generating shareholder profit chose to use a labor force that is 5x more expensive?

CUbuffGuy

Alright dawg, imma need you to double tariffs on everyone because they said India/EU made the biggest trade deal ever. You really gunna stand for that?