EU

Say_no_to_doritos

So what about investment firms in UK or EU? China? Iran? Canada? Norway? Think they view the risk free rate as T-billa? Absolutely not. No bank would view that as risk free either for exact situations such as this. 

Moepenmoes

Why do pizza delivery services never pre-cut your pizza's? (At least here in EU they mostly don't)

just-one-jay

The EU is floating satellites regularly that are in direct competition. He won’t have singular advantage long and he’s going to be toxic to do business with after the latest Epstein drop

RexBlu

This is terrible advice in my opinion. Going all in on sector ETFs that have recent great performance is a strategy doomed to produce less than optimal outcomes Globally diversified ETF such as VWCE in EU is usually a very simple and very good strategy.

gamesbrainiac

EV is a connectivity problem. AI is a capacity problem. The only country that can meet the energy requirements is China. US, EU are nowhere close.

Happy_Discussion_536

I love local unions. They function really well in many EU nations. The big national ones in the US behave disgustingly. Like that fat fuck Daggett with gold chains and deep mob boss ties. It's just another special interest. When it's time to fight for *everyone's rights* and healthcare etc. they disappear.

ElmoLovesGrover

Morning Any-L. Mid to long term investment for so I paid less attention to those factors when deciding to purchase. They have an anti-cancer drug that pulled about $200 million revenues last 4 quarters. 2023 EPS = -0.32; 2024 = 0.27; 2025 (through Q3) = --0.16. $119 million long term debt, but can support it through revenues. They are guiding for $220-$240 million revenues in 2026. Probably won't break even in 2026, but should lose only a few cents share. About $400 million cash on hand so maybe 2.5 years of chase left assuming current burn rate with no increase in revenues. Catalysts: Their one drug on the market but hasn't been launched there yet. They are working finding an EU partner for that. In Phase 3 for a second indication for their drug. Happy Saturday to all! 🙂

ElmoLovesGrover

Morning Any-L. Mid to long term investment for so I paid less attention to those factors when deciding to purchase. They have an anti-cancer drug that pulls about $200 million revenues last 4 quarters. 2023 EPS = -0.32; 2024 = 0.27; 2025 (through Q3) = --0.16. $119 million long term debt, but can support it through revenues. They are guiding for $220-$240 million revenues in 2026. Probably won't break even in 2026, but should lose only a few cents share. About $400 million cash on hand so maybe 2.5 years of chase left assuming current burn rate with no increase in revenues. Catalysts: Their one drug on the market but hasn't been launched there yet. They are working finding an EU partner for that. In Phase 3 for a second indication for their drug. Happy Saturday to all! 🙂

Toe-Dragger

Wait for a bounce, not a full recovery, sell 2/3, buy EU and global ETF’s.

N0Ability

> Exactly. From a value perspective - and also growth - NVO is much more compelling. It makes no sense that the market values LLY that much greater than NVO, when both product portfolios are great. NVO is paying the stock tax because it isnt from the US, most US companies have P/E ratios higher than EU competitors (although in this case its quite ridiculous as LLY's is like 3 times higher).

Weak_Sprinkles_9937

Dollar is still reserve currency and oil is still traded on dollars. You can say whatever shit about Trump but Dollar is dollar, EU is not a very ecomically sound country as there are energy dependent with no innovation in anything. America is better managed than EU even considering Trump.

Toothlesskinch

This! I've moved everything into EU industrials but I'm all in and dont have a place to park the safety net. Hesitant to buy bonds. What about CHF?

DragonikOverlord

Won't durable supply chains solve the issue? You have Mexico, Vietnam, Phillipines, India, Indonesia, Brazil, Nigeria, etc which are all emerging countries. US already manufactures weapons indegenously, the technology is proprietary US is #2 in manufacturing Promote manufacturing via subsidies. Give equity to workers. Youngsters will come. Musk is already drumming on Optimus robots. On one hand, you are working on massive R&D for Robotics, and on the other, trying to 'reindustrialize' and make people work factory jobs. Wtf is this? Very rash move by USA. It alienated Can and EU. Braindead move by claiming Canada as 51st state and going after Greenland.

ThiccMangoMon

Trump announced canadian aviation restrictions, trump threatened 500% EU tarrifs, gold and silver correcting after its insanely fast run.. the markets arnt really reacting to the chair decision

SumBodhiThatIUse2Kno

How much of the swing is poorly performing future optioned / paper investment into the gold market linked? Every time this topic comes up it seems the past volatility was not actually available gold commodities but mines / mining companies... Does above ground mean already excavated and so something has caused a massive swing on owned actual assets for once? Only thing I've heard recently is something about Poland having largest reserves in their region or maybe whole of EU...

RODjij

Market tanked today but my HERB stayed around +9% They just did their first medical shipment into Germany and into other EU countries some time

UntowardHatter

"Canada, the UK, the EU, China, and Japan all started to slowly sell Treasury Bonds. They did not bluff. They simply made a silent pact to remind Trump that the world doesn't just roll over and will hit back right where it hurts. The US Treasury Bond market is the backbone of the global economy." This has not happened before. This is not good.

zephyrprime

I think they're exaggerating how much manufacturing actual relies on silver. Keep in mind that the number one use of silver for most of the 20th century was photography and that use was removed now which freed up a lot of supply. All it would take is China not giving a fuck about the EU's law that says you can't put lead into childrens toys and most of the usage of silver would go away. They could even keep lead out of real childrens toys that's only a minority of the market.

wmgman

Are the Gulfstreams approved for EU use? Any people with the aerospace experience who can tell us what the objection to them is?

-Amaricann

I mean doubtful that Canada wouldn’t certify them for non political reasons but the Europeans would.  Especially given the 500/600s at least have been flying for half a decade in the US and EU.  My point is simply is that this looks incredibly politically / economically motivated on the Canadian side of things from a pure safety and flying perspective.

-Amaricann

Again, certified in the EU, operational for over half a decade.  If this is the US trying to manipulate regulations then its also Canada utilizing their own regulations to stifle competition for Bombardier’s benefit.

Icy_Item_9132

You're a bit late to that party. Eurobonds already exist. They were extensively used during COVID, during initial the invasion of Ukraine, and most recently instead of seizing Russian assets. I think you're quite under informed on what's been happening in this space, as you're still repeating the expired talking points of the frugal nutjobs (DE, NL, AT, FI) of 10 years ago that even they have abandoned. PS By your argument, the US should not issue bonds since the credit worthiness of every state is different. What captrap! Also, the EU gets BETTER rates together than the Germans alone, not worse! It is larger and has bigger capacity to pay.

Outrageous-Tie-9289

EU humor

sexaddic

iPhones support external devices with your explicit permission in file explorer for a couple years now. I know it’s shitty but I hope it comes to the whole world. The EU has forced them to allow side loading.

TimelyBodybuilder121

Looks like it. I think the current narrative is simillar to btc in 2018. Current valuations are high, but it took 3 years for dotcom to burst. More concerned about US-EU decoupling. AI itself is early. Nobody knows how to use it properly. Datacenters might be obsolete if someone comes up with a more efficient architecture. If I'm gonna make a prediction on AI it's that you'll be able to run the equivalent of current frontier models locally on a laptop within the next years.

Unit53073

EU isolated from Iran? What is bro waffling about lmao

YouTube_WohltatTV

Short-term (1-1.5 years) you might wanna consider SOXX or SMH. Long-term VT, VTI, VGK, VTXS. VXUS depending if you think US / EU / Ex-US is gonna outperform or you think the US have a serious debt problem.

Crummosh

Good, bad, or neutral? I have no idea who this guy is. I'm paid in USD while living in the EU. It has already been a bloodbath. If the USD goes even more down, I need Wendy's to open a branch here

not_a_robot_1010101

I don't disagree with you. But you said a crash in the dollar = 90%. It really doesn't & your points there don't relate to that. I'm from the UK and I'm afraid, as far as I'm concerned, Trump has damaged the relationship for at least a generation. We need to move towards Europe & China in order to balance & remove reliance on a country we thought we had a strong tie to (& was mutually beneficial as it gave the US massive influence). Now it's just shown we're vulnerable. Same for Canada. Same for the EU. Trump has aligned with dictators & fucked the US in terms of allies... we wouldn't be there for the US he said? The ONLY time NATO has come together was for the US! He's a cheeky fucker with no grace, no diplomacy, & I can only assume fits clinical levels of psychopathy. However, the dollar is weakening to the point of a crash & it doesn't take 90%. And right now, it is the reserve currency, & that might change, but the US will go to war before it does. The reserve currency doesn't just swap to the EURO or Yuan & we move on. There would be world war to stop that, especially with this nutjob in charge. If the currency devalues too much, it's still the most powerful currency, your stocks, my stocks, pensions... all fucked for a long time 🤦‍♂️ ... and 90% isn't needed is my thesis. I do agree Trump is destroying you guys though... seems you're connected enough to know we all think you've fucking lost it!!

Frequent-Comfort-914

I agree with what you said, especially about discipline and keeping risks in check. That's where most people mess up when trying to do better than the market. Something I've learned is that how you do things is more important than what you do. Many investors know what they should be doing, but they fail because they don't handle their money well, let their feelings get in the way, or don't separate their money for different goals like long-term, short-term, and untouchable. What helped me wasn't finding a new method, but making my system run smoother. I keep my investing money separate from my daily spending. I decide ahead of time when to take profits, and I always keep some money available so I don't have to sell when the market is down. To make this work, I use a simple account that doesn't cause any problems. I use blackcatcard for my daily cash flow, because it’s a regulated EU EMI, personal IBAN without cost, low SEPA/SEPA Instant fees, a Mastercard without cost, and even has crypto support if I need it. It's not fancy, but it’s reliable and easy to handle. Keeping things separate makes it easier to follow rules like only rebalance after dips or take some profits without selling my main investments. I think doing better than the market for years isn't about finding some secret trick, but about setting up a system that lets you make the same simple choices over and over without messing them up

aimyer

Even when there was a possibility for EU tariffs and the market sunk, MU was up by 3%. It never goes down. I will be surprised if it doesn’t reach $400 soon.

BuddyIsMyHomie

I’m going to call your bullshit (and your inherent bias). You are not giving Ukrainians enough credit. Ukraine manufactures the majority of their own drones. Sure, some components come from China and the U.S., but so do the components in each of our computers. Ukrainians have been innovators here, stemming from when they were left desperate and nearly-defenseless after the complete bullshitters and hypocritical losers in the GOP and DJT (pre- and post-his 2nd term) delayed and held Congress’ already-approved funding from Ukraine as blackmail/leverage. Uncool as fuck. Ukraine is also trying to build all on their own through. For certain FPV drones, companies like Vyriy Drone have successfully built batches using 100% Ukrainian-made components, including frames, flight controllers, and radio systems. So, yes, still dependent on China for components + USA/EU for funding. But your post materially mischaracterizes Ukraine and the strength, tenacity, and resourcefulness of these grounded soldiers—qualities we wish we had, given our size and relatively isolated and favorable geographic position. https://www.kyivpost.com/post/68951#:~:text=Speaking%20at%20the%20NATO%2Dled,are%20domestically%20manufactured%2C%20he%20said.

ShittyUsernane1222

US invasion of Iran would destabilize the US, Iran and EU (and even Israel) at the same time. The US would be destabilized due to rapidly escalating anti war protests. The EU due to complete breakdown in international trade. Iran would be destabilized due to power vacuum. Israel would cannibalize itself since the boogeyman which justified the current political order there is gone.

ShittyUsernane1222

An US invasion of Iran would destabilize the US, Iran and EU at the same time. The US due to anti war protests which could escalate rapidly. Iran due to power vacuum and disunited opposition forces. EU due to complete breakdown in trade and strait of hormuz being potentially blocked.

daedalus_dance

[Literally copy pasting a bloomberg opinion column here:](https://www.bloomberg.com/opinion/articles/2026-01-30/has-europe-broken-the-trump-code) >Poor Europe. That continent embodied the loftiest visions of peace and integration in the post-Cold War period. It has become the poster child for weakness in the rougher age that followed. Today, the European Union is being squeezed by Russia, China and the US simultaneously. There are hints of a strategy that might allow Europe to navigate this era. The alternative is becoming one of its victims. The EU finds itself here mostly because of its own choices and failures. This is where the Ameripoors get their finance news from. Desperate to keep capital in Mag 7 I swear.

Haikoe

If EU outpaces you, you are either a powerless federalist or a regard

Technical_Scallion_2

It absolutely is…right now. But while the EU isn’t going to remove worker protections, to date they’ve been completely reliant on US tech, so they can get all the benefits while still imposing regulations. If they are faced, as they are now, with the reality that they can’t depend on US tech that basically has a kill switch, they have to switch to EU tech. And that means making it more attractive for EU tech firms. I’m just saying, the current US dominance in tech is based on a set of environmental conditions that have allowed it to dominate because everyone benefited. Change those conditions and you change the US tech dominance.

Independent-Type7058

He wants to make a fake problem to solve. There is two things I've heard one ceiling height that transport canada usually approves aircraft at is 41,000 or less. Two gulfstream doesn't have tests of deicing a fuel line something the FAA and EU allowed them to have exemptions for but transport canada isn't. Also the G500, 550, and apparently some 600s are already approved.  

RandomMyth22

This is what happens when confidence is lost in the hegemony. The cycle has historically lasted around 100 years. The EU may end up replacing us in that role.

Inner_Chip_9543

Unfortunately, it's a much bigger issue than Trump, as easy a target as he is. It's a wake-up call for the western worlds when it comes to large scale industrialization. China has been growing their power capacity 2-3x faster than US/EU for years. They have been leapfrogging us for years. In fact, that was core part of their "Made in 2025" strategy back in 2015. It's not that they just build renewable. they build all kinds of power plants...coal, gas, renewables, nuclear. Noted their renewables mix is growing the fastest for sure, followed by coal and nuclear. It takes probably 1-3 years to build a coal or gas-based plant, 5-7 for a nuclear plant and probably even shorter for wind/solar farm (and their wind turbine and solar panel are the cheapest). They don't have the lengthy permitting, don't care about local noises or NIMBY. Their just built. In the US, just the permitting alone will probably takes years and then you have to go through the local or state level consultation, environmental study, and let's hope there is no other potential protest or activism against the development...etc. It's days and nights here between what's cranking in China vs Western worlds. We simply are too burdened in building anything at scale.

10000Didgeridoos

I have exit price points set for the FKRCX money and will sell it if it drops to it. But my thinking is even if all the sudden over a few weeks the literal gold rush drops and i sell with a return rate of about 35% overall that is still crazy and I’m happy. Otherwise I’m riding the metal boom to the moon because I really don’t see the circumstances causing it to change because the guy fueling it is the most stubborn destructive moron possible and will never admit he’s wrong. And no one around him is an adult who will tell them that either. Every time I think oh maybe this could be the top, he does something new ridiculous like threaten to invade Greenland and fire the fed chair and boom it goes up more. Yep definitely cannot complain about 57%. I’m just completely spooked since LIBERATION DAY that he’s going to do something incredibly stupid again that nukes our domestic stock markets or pulls more cards out of the bottom of this house of them. Like the new fed chair being maybe Bessent who was last seen heavily betting on devaluation of the British pound, or manipulating interest rates to low levels for the sake of juicing the short term economy before the November elections to boost his party at the expense of who knows what later, or maybe this is actually the end of the US dollar being the world reserve currency if enough big economies decide our Treasury bonds can’t be trusted and stop buying them as much as usual. Or maybe a really bad trade war escalates between him and the EU and shit hits the fan again like last April. I’ll move back into SPY and the like when I have to for long term but that won’t be until these gains stop.

octoreadit

One caveat, they above answers are talking about two related but still distinct things: 1) you have inflation, that's devaluation within the country, milk was $1 last year and now it's $5 kind of thing; and 2) is devaluation of USD relative to other currencies, for example milk was and still is $1 in the US (no inflation), but if you go to the EU now you can only buy 1/5 of milk there, because the value of dollar dropped.

curio_123

Lagging currencies like KRW, JPY, etc? They won’t rebound sustainably. A weak currency is a design feature of the East Asian export development model. Their central banks suppress appreciation (maybe even force some depreciation) by buying USD/EUR and selling their own currencies to keep their export industries competitive. The alternative? Currency appreciation will cause exports to shrink, job losses to rise and overall economic weakness (i.e. social and political risks). U.S. could force USD down (as we saw with QE during GFC and Covid) but these Asian economies will follow suit. This is also known as the “beggars thy neighbors” race to the bottom. Further strengthening in SGD vs USD (due to safe haven flows) amid sustained weakness in KRW, JPY, NTD, etc could become problematic for Singapore’s large export sector. EU will be the biggest loser cos they don’t seem to know what’s going on - EUR strength feels good in the short term, but it will erode their competitiveness over time, esp if they continue to allow unfettered free trade so their consumption will increasingly be produced overseas while their production will lose competitiveness vs their trading partners i.e. their trade deficit will rise and this will sow the seeds for a weaker EUR over time.

Waiting4Reccession

MRVL giving me $6 in dividends and telling me to fuck off cuz its still down. Also, think I might have to buy some puts for the weekend. With the EU saying iran guard or whatever is terrorists, looks like the israeli plot to have trump attack iran might happen soon - and trump loves the weekends for that.

orick

I thought chinese EVs are already very popular in EU?

CuteFreakshow

EU should then triple the prices on their business aircrafts. 3 can play that game.

CalebVanPoneisen

Revenue dropping, sales dropping, half the US don't want it, EU don't want it, Asia makes their own electric cars, they're also claiming they're going to make robots instead of cars even though it's at least one decade too early for that. I feel like it's a cry for fanbois, gamblers, and bagholders to unite. But no matter how much you expose a skeleton to the sun, it won't give it a tan.

GrinningMantis

I actually think the US is past the point of no return with regards to that. Case in point? EU no longer wants American weapons, other services will follow It’ll take decades to undo

TheRedditModsSuck

>Most are in this because the products are actually good. There are a lot of reasons – the products are good, the ecosystem does lock you in, the brand name is extremely strong etc. In particular, Chinese people (not Chinese diaspora) are nowhere near as wealthy as people in the US/EU/JP/AU/CA/UK, but it's still pretty popular there because it's seen as a status symbol. The good thing is that you can't fake it either – you can get a make LV handbag, but a fake iPhone just isn't the same.

Boringdude504

My only concern is whether they will still be able to reach a global market with this current admin. Places like EU and even some Asian countries are slowly getting off the platform or some countries are outright banning them. I feel as though the global market share outlook isn’t great given the geopolitical climate.

No-Incident-9226

Elon is using Teslas remaining money to buy shares in xAI, a company owned by him, that is losing billions every month, and with no plan on how to turn things arouns as their only product is a pedo-bot about to be banned in the EU. The shareholders (especially the pension funds) better dump their Tesla shares unless they want to be part of the bail-out.

stanbright

On top of that, Microsoft has a bit chunk of business with EU governments, and Trump managed to persuade the EU gov that they should ditch US dependence. A lot of governments around Europe have put moving to Linux on the table. That will not happen overnight, of course, yet MS seems to be the biggest tech looser from Trump's "deals".

RamCockUpMyAss

It was fun to scoop up some discounts during the Davos FUD, but once reality sets in, you realize the U.S. is just so ridiculously dominant that it's impossible to boycott. The mag7 alone is something like $20T market cap, basically the entire EU's GDP lol. Plus once Trump is out, we'll get back to some normalcy and things will moon even harder.

Elidan123

Best market after the US. And it keeps performing, vs EU where sales are plummeting by 30-50%

GomaN1717

I mean, it's absolutely not a reasonable comment lol. This is like saying "well, remove the EU and China from VXUS. Then where is the ex-US stock market?" It doesn't make sense to arbitrarily remove tech from the US market when it's literally be the largest contributor of the wider market for decades now.

lilbob

$RGNT expanding footprint for research across US universities, already has approval in the EU https://www.stocktitan.net/news/RGNT/regentis-expanding-pivotal-phase-iii-gelrin-c-clinical-site-network-qfehpx5xikpl.html

WordsHappenedHere

Enterprises don’t use Linux bro. They just don’t. EU ignoring patent law? Not happening.

I-IV-I64-V-I

In the tech space - de Americanizing or jailbreaking your tech is getting popular. Ex : Microsoft locked out EU members from their computers when they declared Bibi a war criminal. EU is now switching to Linux. Not to mention the recent update where you computer can't shut down . There's been talk of just jailbreaking things like John Deere, and ignoring copyright law. There was a good YT video on it, but it got deleted.

PushAble2463

I lost way too much money today. I was up big time during EU hours, then this yankee shit casino fucked me AGAIN

BigMoney69x

Y'all should start selling rn. Microsoft has been doing a lot of really bad moves that their customers are not fans off. From killing the Xbox brand, to putting AI slop everywhere, etc. Plus the EU and other countries are planning to move away from Microsoft. If they don't change their ways, Microsoft will become Microslop and become the next Intel.

Prior_North_2456

I dont think frameworks of concepts.of deals work anymore since he will just turn around and reapply tariffs at the slightest disagreement and taco anytime spy dips 2%. I think he just walked back the Korea trade deal. UK, Canada, and EU are making more trade deals than the USA since he got in. Trade deal bumps are so 2025.

gdkod

With the current US diplomacy, more companies in the EU will deflect from MS to their alternatives. It’s going to be a fine day.

RODjij

Probably more nations and people dumping bonds we haven't heard about yet before they go to Iran. This admin is so fkn random in their day to day operations. Hit 6 different nations -> fly over Iran -> start fighting the public -> go to Venezuela -> say youll go to Mexico, Caribbean, SA -> make threats to Greenland/EU -> right back to Iran again -> maybe talking about Greenland or Mexico.

Smart-Customer7503

lol meanwhile EU is starting 7 day weekends. Never underestimate the American grindstone man.

Correct-Shine-1692

Msft is being phased out by the EU.

ShittyUsernane1222

Current EU foreign policy will end with a r/LeopardsAteMyFace moment in Greenland.

sicklyslick

I don't know what you're not getting. US/EU are exploring the next big thing, same as China. Therefore, they're on equal footing, or at least close. US/EU has ALREADY mastered EUV, therefore China is BEHIND on EUV tech. You are implying, in your previous post, that China will also be behind on the next big new thing becaus China is behind on EUV. I'm pointing out that these two situations are independent to each other.

DMT1703

More likely the USA and its allies' banks forced rare metal sales. LHM price up means gear up for whatever funny thing the USA is gonna do during this weekend. Oh yeah, copper isn't that rare so congrats to whoever holds considering most of the banks won't hold this. So far small retailers in the EU and Britain aren't affected by this . Though their energy sector does go down for a bit.

ShittyUsernane1222

\> US calls itself sole world super power \> bullies small and weak countries rather than picking fights with EU, Russia I call bullshit on US super-power status.

GamermanRPGKing

Eu declared IRGC a terrorist org, per Al-Jazeera. So Iran is a terror state in the eyes of the EU, so war getting priced in?

Thoughtful_Tortoise

What if this is EU pulling out of US market?

Blue026

Ok let’s be pedantic. What president do you think I was referring to, when the article and everyone is referring to Ursula. Use some common sense lmao “President of the EU commission” there you go. Trade agreements and immigration policy impacting all member states should not be dictated by an individual or a “pseudo republic” in a collective economic zone. The EU is an economic union and that’s it. It’s just been evolved into a pseudo political entity. It was a coalition of states for internal trade, not a political entity that forces its members to do what unelected officials in Brussels want. By this logic, India is now part of the EU too, especially with the new immigration policy and “free trade”.

Chogo82

This is exactly what I see. It’s not just EU poors but also US uneducated gaslighted libs and Canadians poors falling into this trap as well.

Heidruns_Herdsman

Generally true, absolutely fucked by Brexit, except for a few sectors. Britain's most valuable export is rotating machinery, or turbines. Datacenter growth, nuclear power, they all need turbines to generate electricity so Rolls Royce or MAN should be good. Also they have a decent weapons export industry, so BAE, Qinetic, that sort of thing should gain from European defence spending. Anything consumer related or gov spending dependent is still at rock bottom. Financial sector also a shadow of its former EU self.

mintz41

There is no 'President of the EU'. There are 3 institutions which each have a president. You're correct, the EU is not a republic but it's not designed to be. It's a supranational union of member states. It's explicitly not a republic. It's a free trade agreement which is negotiated like any other EU legislation

orcevaz

Is there anything good for EU that VdL commission has done?

Low-Equivalent8839

With the US breaking up with the EU is their ban on ASML selling machinery to China still valid? Seems like China could make efficient chips soon as well.

Own-Detective-A

No. Study international politics a bit and it becomes obvious. Only what you would consider "extreme left wing" in the US (Sanders, AOC etc) would be even remotely leftwing in EU. USA is an extreme outlier country in many ways.

DayTrader_Dav

Headlines love drama. Trade “suspensions” are negotiating leverage, not economic nukes. Markets price outcomes, not tweets. If every EU/US trade spat were a catastrophe, global commerce would’ve collapsed decades ago. Volatility may open, but grown investors separate noise from signal and policy theater from real economic damage.

I-IV-I64-V-I

(i think its more than just china fam, all of brics ) I don't blame russia, they had their USD cancelled and given to the EU. The war is fuckin stupid yes, but the dominant power cancelling the entirety of the dollar within a country is wild

urfatfatfat

EU-India free trade deal. Dollars to confetti by prez DF.

I-IV-I64-V-I

The EU is trying to flee American software after their goverment officials got locked out of Microsoft and banking because they wanted to prosecute he who must not be named [https://tuta.com/blog/digital-sovereignty-europe](https://tuta.com/blog/digital-sovereignty-europe)

narullow

I disagree. I just would not want underestimate people and institutions wanting to make money. US has one of the best demographics out of any country worth investing in with significantly smaller pensioner liability than peer countries. It has atleast half a century before it reaches EU levels. The consumer data are again absolutely phemomenal compared to any peer country and never ever dissapoints. And it still has the most valuable companies that just print money. It really is not about history for me. It is about future. I think that you are giving too much value to international perception. That comes and goes and can be fixed over time. Demographics liability and deep economic structural problems are far worse. I have seen EU try to solve internal issues of raising public expenses and decreasing consumer spending via export markets and I am quite confident now that it will not work.

LordTacocat420

Something like 8 trillion dollars worth of bonds held by EU countries and investment firms.

Spiritual_Money6005

Have we ever seen the dollar value drop this fast compared to EU? Lol that probably obamas fault. You kids are too much. Lol

Own-Detective-A

Democrats in USA is more right-wing than many right wing parties in EU and most of the world.

narullow

Those trade deal mean very little. EU has been king of free trade deals for decades at this point and it did not help us at all to keep up with US economy. Free trade does not matter as much if both parties have deep and structural economic issues, consumption growth problems or are demographics ticking bombs.

Green_Polar_Bear_

I’ve been exiting most of my US investments and moving them mostly into EU investments. As someone in the EU, the potential for a conflict with the US is too high so it doesn’t make sense to be invested over there.

KeyboardWarrior90210

The US is moving quickly towards an authoritarian regime and is too unreliable and unpredictable right now - in the past, the US debt situation was ignored because people viewed the US as a safe bet - that’s gone so people are divesting. The USD is not going to collapse but as the US rips up the old World order, it needs to understand that the rest of the World is adapting and will simply work around the US (e.g EU trade deals with India and S.America, Canada and China etc.)

Briloop86

Demand is dropping imo. Trade deals are being struck (EU /India for example) without using USD reserves.

ZuAusHierDa

The EU and India have negotiated for 19 years. ;)

OppositeWin7590

International stocks whose costs are USD denominated ideally, so EU utilities/ energy stock represent a good opportunity, im sure theres a lot of other good options

Technical_Scallion_2

So why do feel “Europe will never catch US in salaries”? US pay is higher because US tech is dominant and profitable - it’s not the other way around. If people stop using US tech and start using European tech, then EU tech salaries will go up and US tech salaries will drop.

Own-Professor-6157

I'd be surprised if Trump reacts negatively? Although he does seem pretty short sighted. The deal between India and EU mostly only impacts China. Europe has such strong reliance on Chinese supply chains right now. So now India and Europe can become less dependent on China overall. It increases competitiveness sure, but more western development in these regions = stronger western economic standards. Larger the trade becomes, the more markets that open for US companies. Also inches India further from Russia.

CUbuffGuy

Futes green but feeling like they abt to drop like $3-4 the next hr or 2 with EU heating up

elpresidentedeljunta

GEMD.L and GEM.L ... Both companies are currently in the dump, but the trade agreement between India and the EU dropped tariffs for gems and jewels and this might breath life into the market for african diamonds, rubies and emeralds.

Kermez

4 years ago US didn't threaten EU militarily against Greenland, called Canada new US state, left bunch of UN body's or tried to make parallel UN body's for 1 billion membership or started playing game you week I strong now pay to enter US market. No clue what is narrative in US but in Europe funds started moving away from US, slowly but steadily. Canada signing deals with China or Europe with India, none of that happened 4 years ago. But the biggest issue is sentiment. When you country send soldiers to Greenland to be ready to defend from US attack, you really start wondering a lot.

AnarchistBorganism

In the short term, you can expect US government to prop up Trump-friendly businesses. In the long term, you can expect the global economy and EU to remain heavily integrated into the US. Until the EU has a coherent strategy to deal with Trump's return to explicit imperialism, all you can bet on is that they will treat him as legitimate.

Vegetable_Poem6633

But they're the flagship models ? Anyway the S and X won't comply with EU safety regs for side impact, that's why they're being dropped.

steffur

Yeah going to sell my Msft puts in a couple hours when EU market opens and leaving my tsla puts to ride until US close