EU

D74248

After all these years he still does not grasp how trade with the EU works. Clearly in his mind he still sees each country as a different trading partner. I don’t think that we should give him any benefit of the doubt. He is just an emotionally driven, fundamentally stupid man.

UsernameTaken_123

Electricity prices in Germany/EU just spiked 250% since last week lmao They get a 60% of their electricity from Nat Gas/LNG

Independent_Term5790

EU natural Gas up from 25 to 62. This is gonna go really south soon

TheEagleDied

You are arguing a bunch of nonsense while ignoring main point. The EU is uniquely unqualified to get through the next ten years.

Bravadette

Yeah. They got 40 million from the EU and apparently theyre doing ethanol-to-jet fuel. Also profitable now.

waterpup99

Where is the DB DD? Oh. You'd didn't do any? Shorting Deutsche Bank based on the 2023 "solvency crisis" playbook is a risky bet in 2026. Back in 2023, DB was a "recovery story" vulnerable to contagion; today, it’s an "execution play" coming off its most profitable year in nearly two decades (€7.1B net profit in 2025). With a 14.2% CET1 ratio and €260B in liquid assets, its reserves are significantly deeper than during the Credit Suisse collapse. The recent 7% dip isn’t a solvency red flag but a specific market "stress test" of the $30B private credit portfolio disclosed in the March 2026 annual report—a portfolio management claims is 73% investment-grade with conservative 65% advance rates. While the Iran conflict has spiked Brent crude to $115 and created macro-uncertainty for European growth, this is a systemic headwind for all EU lenders, not a DB-specific death spiral. In fact, higher-for-longer rates driven by Iran-related inflation could actually bolster DB’s net interest income, provided the "shadow banking" sector doesn't see a correlated default. Shorting here assumes a 2016-style liquidity trap

SpotlessCheetah

The US needs a regime change... ok so who wants to stop Iran or other terror states then? Seems like nobody will do the dirty work. EU is finally waking up. You're gonna be mad when EU decides to take action when threatened by calling them old guard imperialists? Who should do it? The U.N. is toothless. I'd like to actually hear what your pick would be.

FxkCanA

I think solar will boom next. Yes nuclear is great. But the earliest possible reactors we’re hearing about are 2030 and thats doubtful. There are EU and Asian countries that have been less affected by natural gas prices right now thanks to their investments in wind and solar.

OscarCapac

Watch the EU launder their losses with taxpayer money if that happens.  Other that that, I completely agree with the DD, and Germany's economy is not doing really well to begin with. Since they closed nuclear plants and can't buy cheap Russian gas anymore, they have no energy. Polish companies are buying out their entire industry as we speak

ieatballoonknot

80% of their exports go to Asia so there’s some argument this attack fucks over China. 8% goes to EU so there’s some collateral damage.

elpresidentedeljunta

They´ll probably just renunite Persia and greece under Athens traditional rule. This would also shift any costs for reconstruction to the EU,

timeforknowledge

I'm from the UK where do you want me to put money I earn every month? The EU and UK economy grows half as much as the US. China economy is fake. Russia is screwed, Africa, ok I put a percentage into emerging markets. I really can't fathom people that denounce the US markets you can hate trump or any politician but until they do what the EU has done and destroy their economy with woke rules and regulations you're just an idiot for not putting money there. The potential for growth and stability cannot be matched by any other country in the world. Really think about that.

VenomBite214

EU can easily come back to Russia and beg. No tankers needed. They have 2 pipelines!

The_Albertino

EU will have to wake up eventually, they don’t source their own fuel and these facilities keep getting hit

Designer-Muffin-5653

Would probably be the end of US EU relations and also lead the the closure of all US bases in Europe.

proflashlol

probably end game for Trump seeing that hes been vocal about EU not having with the Strait

creemeeseason

I brought it up here a year or two ago and got laughed at... Poland is to Europe what Mexico is to the US. Newly free market (since the cold war) with relatively cheap labor. They do a lot of manufacturing for the EU, is my understanding. Pretty long runway, however they do have that history of constantly being conquered by neighboring great powers..

calm_discussion_3500

Poland is being mandated by EU to lower its deficit from 6.5% to under 3%. Plus they have their own currency, not on Euro yet. Very risky IMO.

Cajun2Steppa

> Iran has the US empire by the balls. This is their leverage and exploiting it is key to their national survival. The US can produce enough oil to sustain and still export. Other countries who shifted to depend on Russia in the EU are who are going to get fucked by this. Hell, Australia is getting double deep dicked right now because they weren't prepared. America is going to be least impacted by this and that is saying something for the rest of the world.

RevolutionaryGold325

EU green parties organizing parties while ignoring trumps calls for help

Soffatjockis

That would completely fuck the EU beyond fucked. Or rather, it would mega fuck Ukraine cus the right wing politicians and the regarded people would scream to end the war asap so that they can get Russian gas again.

DMT1703

Israel red , the other Middle East countries close their stock markets. Russian , Norway ,Bosnia-Herzegovina green. The Rest of EU is either close their market or red. Last night only Venezuela and Argentina are green on America the continents. I expected today it will get repeated.

John_OSheas_Willy

It's weird that Trump is getting the blame for Putin getting finance for his war, yet the EU are literally still buying gas from Russia 4 years later.

leeuwvanvlaanderen

Like not even 6 months ago the US ambassador to the EU was writing guest essays for the FT about how the US is the EU’s most reliable energy partner, fucking lol

Leather_Mention5916

Wat you see is yesterday USA drop that happened when EU was closed.

Special-Remove-3294

1. If China goes to war the EU has no reason to stop trading with them since China poses zero threat to EU due to distance and has no beef with the EU. Only reason they would embargo China would be because they are the USA's number 1 dickrider and our leader will crush our economies to help the USA. 2. Unlike oil and gas, any country can make solar panels. If you are scared of being reliant on China then make them yourself. If you fail to make them yourself then the nation in question suffers from a skill issue

lexmozli

>invest even more in solar & battery tech than they already are. Then China goes to war with someone and that pipeline bursts as well. AFAIK there are no factories outside China big enough to supply the whole EU with solar & batteries, if China's exports get cut off completely.

DigiHumanMediaCo

Never underestimate how stupid they are across the pond. The EU is always divided, with countries looking out for thier own ass. Russia should have been their wake up call.

TradeThoughts

All right cheers, I will check them out. Currently not holding a passport as it expired and I an trsvelling within the EU with my indentity card so for registering I will need to renew it. Thanks for the information and for sharing!

zenspeed

>I think the EU and everyone else has figured out that Trump is ~~in~~ huge trouble. FTFY.

fuzzybunnies1

The real concern is the bill material. I can say from experience that a paper currency can give a damn fine wipe and for the cost of the bills, it was a savings over the pay toilet that provided TP. Now, if you know if Iran has some of those plastic bills like they have in the EU and Canada, then I'll have to agree with you. Those have no cling-on collection ability and you're just smearing without cleaning and its truly a worthless investment.

ChronoLink99

They wouldn't migrate immediately. Iran hitting the fresh water supply will just trigger in-fighting between the gulf states for nearby (i.e. closer than EU) fresh water sources (lakes, rivers, etc). Within a year after that, you'll see the migration to be closer to fresh water sources.

Better_Reputation_71

EU might send another letter; Iran better watch out

HDauthentic

$800, and we’d be talking about her “girls in STEM” initiative and how great we get along with the EU and Canada

7YearOldCodPlayer

That’s incorrect. The IEA pledged to release 400 million barrels of that: the U.S. has released 172 million, Japan has released 80 million, and most EU countries have released 10-15 million barrels… Japan and other Oceana countries have already started and every other country has a timeline created over the next 120 days. This is all as of March 15th.

mido_sama

RIP India and EU.

cheeky-173

What do you think if Revolut as a long term investing platform and for a lifetime savings account? Detail: I have started my carreer recently and have started putting aside some money monthly invested in safe investments like SNP500 and other stocks. Furthermore have a fail safe money set aside for rainy day but the local bank charges fees as its stagnent while revolut offers good apy on such savings. However I am a bit sceptical on the long term and thus want some feedback. I live in the EU.

apurimac777

I would sell everything and go cash but I dont live in the EU so cash is trash too

tobofopo

So it's all the fault of the EU?

The_Albertino

Going to see some interesting global behavior soon, all of these EU NATO countries can’t produce their own oil and won’t help open the strait.

mido_sama

RIP India and EU

KarlLachsfeld

US, EU buddy.

pathways_to_EU

Hard to call it a “golden bottom” or a “falling knife” yet. Real estate markets, especially in places like Dubai, tend to react quickly to geopolitical events, but they also recover quickly once confidence stabilizes. A few things I’d personally look at before jumping in: • Whether the price drop is sentiment-driven or fundamentally driven • If foreign investor demand slows down over the next few months • How the rental yields hold up, since that’s been one of Dubai’s main attractions • Whether developers start offering incentives or discounts Dubai’s market has historically been very cyclical, so timing can matter a lot. Waiting a few months to see if prices stabilize or if further corrections happen might reduce risk. Another thing some investors consider is diversification. Instead of putting everything into real estate in one market, some people look at business investment opportunities in other regions, especially in the EU where there are pathways tied to entrepreneurship. For example, Lithuania has been attracting foreign entrepreneurs through business investment structures where people can establish or acquire companies with capital starting around €28k. The idea isn’t just property investment but building a business within the EU market. If you’re curious about how that structure works, this video explains it fairly well: https://youtu.be/ngiGFq9dEZI?si=qfX_YcgA1dlxp8UF You can also find more details at Pathways.lt. But purely from an investing perspective, I’d personally wait to see how the next quarter plays out in Dubai before making any major moves.

jeffbaehr

Markets are absolutely underestimating this, and the asymmetry of the risk is what concerns me most. I've spent years watching how energy supply shocks move through capital markets, and the pattern here is textbook but at a scale we haven't seen since the 1970s. Goldman's data showing flows through Hormuz collapsing from 19.5 million barrels per day down to 0.5 million isn't a marginal disruption. That's roughly 17.2 million barrels per day offline after pipeline rerouting. To put that in context, the entire SPR release during 2022 was about 1 million barrels per day, and that was considered historic. The math doesn't work. The stagflation setup Mattie describes is the right framework, and I'd argue the transmission channels are faster than most models assume. A 10% increase in oil prices tends to push CPI up by 0.2-0.3%, and we're already looking at Brent up 12% since late February with WTI and EU gas prices moving even harder. If crude sustains above $125, as Mill Creek Capital's CIO flagged, energy spending hits 2% of global GDP, which is historically where you start seeing demand destruction layered on top of inflation. Central banks genuinely have no good options at that point. Cut rates to support growth and you pour fuel on inflation. Hold rates or hike and you accelerate the slowdown. What I've seen in prior supply shocks, including the disruptions around the Gulf War and the 2019 Saudi Aramco attacks, is that markets tend to price the initial move quickly but consistently underestimate duration risk. The 2019 Abqaiq attack knocked out 5.7 million barrels per day and prices snapped back in weeks because production was restored. The critical difference now is that Iran's cost to keep the strait closed is a fraction of the cost to keep it open. That's a structural asymmetry that favors prolonged disruption. The food import angle is underappreciated too. Roughly 70% of Gulf food imports pass through Hormuz. That creates a humanitarian pressure that could force regional actors into unpredictable decisions, adding another layer of risk that's hard to model and almost certainly not priced in. One thing I'd watch closely: insurance and freight rates on tanker traffic. Those repriced almost overnight during the Houthi Red Sea disruptions, and they're a leading indicator of how the physical market views duration risk versus what futures curves are showing. Right now there's a gap between the two, and in my experience the physical market is usually right.

Ok_Share2131

**IBRX jumped above $9 after NCCN Category 2A listing — then closed red. If you’re worried, read this. If you’ve seen this before, you already know what comes next.** --- ## The pattern that repeats in every heavily shorted stock There’s a playbook short sellers use on catalyst days. It works like this: News drops. Retail buys the breakout. Short sellers aggressively sell into the momentum — not because they think the news is bad, but because they *have to* prevent a sustained breakout. A sustained move triggers margin calls. Margin calls trigger forced covering. Forced covering triggers a cascade. So on catalyst days, they throw everything they have at the stock to keep it down. The stock drops. Retail sees red and panics. “Not even good news could move it.” Short sellers win the day. But the catalyst doesn’t end at market close. Revenue grows. The next catalyst loads. And eventually, short sellers run out of ammo. --- ## Tesla. June 2019. Record deliveries reported. Stock drops 1.5%. Shorts celebrate. Tesla sits at $178. Deliveries keep rising. Revenue keeps growing. Twelve months later: $2,213. Every catalyst day between $178 and $2,213 followed the same pattern — spike, pullback, sometimes red. Shorts sold every single one. They lost $40B. --- ## GameStop. January 13, 2021. Ryan Cohen joins the board. Stock spikes to $31, closes at $19.94. Red day — despite a major catalyst. Short sellers increase positions. Two weeks later: $483. Melvin Capital loses 53% in a month and shuts down permanently. --- ## Volkswagen. October 2008. Porsche reveals 74% ownership. Stock *falls* 6% the next morning as shorts pile in. Then it goes from €210 to €1,005 in 48 hours. $30B in short losses. --- ## ImmunityBio. February 18, 2026. EU approves ANKTIVA across 30 countries. Stock drops 42%. Then continues to pull back. What happened next? * Lung shipment approval to Saudi Arabia * EAU26 shows HR 0.4 * NCCN lists papillary cancer as Category 2A Every drop after each catalyst was shorts buying time they don’t have. --- ## What actually happened yesterday NCCN gave ANKTIVA a **Category 2A** rating for papillary bladder cancer. This is their highest level of recommendation — uniform consensus that the treatment is appropriate. This is the indication the FDA refused to review. NCCN reviewed the same data and gave a unanimous recommendation. Starting now — permanently — every urologist in the U.S. can prescribe ANKTIVA for papillary disease with full NCCN backing. All major insurers and Medicare use NCCN Category 2A as the standard for reimbursement decisions. Every new patient = revenue that didn’t exist last week. This doesn’t stop at 4PM. It compounds. --- ## The math short sellers can’t escape 132M shares short vs ~160M float. NCCN just expanded the prescribing base. * sBLA resubmitted March 9 * BLA for BCG-naive patients targets Dec 28 * Saudi Arabia ramping * Europe just launched * Six new catalysts loaded Every catalyst increases prescriptions. Every new patient increases revenue. Every revenue beat weakens the short thesis. A weaker thesis makes shares harder to borrow. Harder borrow = higher cost. The math turns against them — just like it did with Tesla. --- ## Daily price doesn’t matter. The trend does. Red days after catalysts are oxygen for shorts. Catalysts are the fire. Eventually, the oxygen runs out. The stock closed red yesterday. The NCCN Category 2A listing is permanent. The question isn’t today’s candle. It’s how many red days shorts have left before the math catches up. **The trap is tightening.** 💯🚀🚀🚀

SaladAndEggs

Maybe. But they already hold a similar patent in the US and EU, so why would Japan make it worth a fuck ton more?

Academic_Lock_1699

It's US pm dictating now, not EU

JustWordsSnowflake

Nailed it. 100%. NATO and the EU has basically told Trump to fuck off. China wants nothing to do with opening the straight. (They and Russia are almost certainly helping Iran in the background). This won’t end well. Period. About of damage done. And the orange turd is already planning on taking Cuba. I seem to remember a guy in the 1930/40’s doing something similar……

RoughVegetable5319

yeah this feels like a massive overreaction. Trade with Spain isn't just gonna stop overnight, too many tangled EU/US agreements. Santander getting dragged down with everything else seems like a panic sale more than anything fundamental. Might be a good entry if you've got the patience for it. y

Patient-Stand-8040

My friend, what was lifted was secondary sanctions. Even the EU doesn't secondary sanction. Only the US.

SonOfLuigi

Oh please. USA will declare victory after we’ve decimated Iran and let the region deal with the fallout while oil flows and we gain Cuba as a vacation destination. USA diminishing as a world power 🤣 Please, who is going to overtake us? The EU? Russia or China? Nah

Charming_Raccoon4361

imo, its less to do with Epstein Files and more to do controlling oil and pressuring india, EU and china

Bravadette

Nah. It was something I was looking at but didnt realize there were any EU decisions coming up.

Bravadette

It went up 40%+ today... cus of EU funding.

MaleCowShitDetector

It hurts the Asian and EU market more than it hurts US. There is not much to intercept. Iran is gone, it's a matter of weeks. China doesnt benefit from prolonging the war either, they are more hurt by it as they need oil reserves. Russia does benefit from it. You can't really get the level of info i'm getting unfortunately.

AlbertiApop2029

I bought EU - enCore Energy the other day, down a little but not crashing. I saw a really good interview with [GeneralMatter](https://accessipos.com/general-matter-stock-ipo/) yesterday, very cool. My friends showed me their Uranium glass collection on Halloween last year. I think it did something to me! 

Outrageous_Tip_2133

Iran will try their level best to extend the Hormuz closure to memorial day weekend. If they are able to do that, it will match the increased travel demand for the US and EU summer travel season with the reduced oil supply. That is guaranteed to send oil to 150 a barrel. 

AbbreviationsActual9

Britain and the EU haven't lifted their sanctions so those countries don't benefit, but countries like China do. these previously sanctioned Iranian tankers are holding Russian crude that's doubling in value and the US political and military enemies are benefiting. on another note, the US is also allowing Iranian oil tankers to continue to move Iranian oil out of the straight. they could seize or (even worse) destroy them but they won't. is this the crowned jewel of monumental fuck ups or what? no planning. no concern for the logistics of economic damage mitigation. no international coalition building for a war that effects literally the entire worlds economy. then getting upset for not getting allied support after spending a year shitting all over them. trump would be a used car salesman if he wasn't born into such wealth. it's so amateur and coming from someone who's never lived with consequences. if he finishes out his term (which is likely since impeachment and removal seems impossible nowadays), or doesn't get a cork put on his antics through a midterm sweep, he's gonna tank not just America's economy but most of the worlds as well. meanwhile China and Russia are sitting back and laughing. china in particular as they renegotiate trade deals without us. can't wait to read what brilliant combative idea he comes up with next to distract from this crisis. each smokescreen just seems worse than the reason he created it.

luigisanto

I think the EU and everyone else has figured out that Trump is in huge trouble. They are going to come to his aid and the US is collapsing on itself.

RareGuarantee3532

You are mistaken NATO and NATO countries mybro. Orangelord is asking help from nato countries, agression war is not within NATO range of attribution. same goes with UKR war, its NATO countries involved, NATO itself is not. NATO is just a treaty of mutual defense and army interoperability. NATO itself is preparing defense (against dead CCCP), stationing at eastern EU border, and train combined forces. Each countries composing it has an army, which it can decide to mobilize or not alongside USA whenever they go export democracy (and make demonstrations of new military gears for business purposes).

RareGuarantee3532

wasnt it the newyork time that reported 10 (or so) CIA base in Ukrain by rusian border ? Wasnt it Na to instructors training Ukrainian a rmy from 2014 to 2022 ? Wasnt it US Pelosi's voice that got public when she basically "chose" post maidan Ukrainian nextboss saying "fk EU" ? Lets not assume everyone is an angel, secret services do not exist or other lunatic assumption. It was a regime change in Ukr by Nato countries, like US did in venezuela, like US try to do in Iran. VladPut just couldnt fight with the same sneaky means any longer and had to go conventional, now we are conventionaly loosing.

Aromatic-Tone5164

it becomes a huge question of who is doing it, and why I don't have any strong opinion on the EU doing it, but an uneducated take would be that I trust their capital markets & regulations a bit more right now

BGM1988

It isn’t. today EU is importing 12% of its gas supply from Russia (40-45% in 2021), and 1% of its oil (30% in 2021)

TechnicalReserve1967

No, NATO charter is on defense of NATO territory (be it on sea or land), what is happening in the Strait of Hormuz, thanks to trumpet playing war has no binding obligations from NATO. It is incredibly simple and clear. Not understanding this strongly implying nefarious intent from your part. We shall see how it plays out, but there is no obligation from NATO to participate here. If the EU gets a deal with Iran, they have zero incentive to participate. They could probably just start trading with Iran after the US literally tried to strong arm them, intimidate them with Greenland and the tariffs and left them without help in Ukraine. If the US doesn't help his "allies" why should their allies help them? It was a perfect I scratch your back you scratch mine deal that trumpet managed to ruin. Even not helping with this and that was okay, but he actually worked to ruin it and now is acting surprised. Now the question really is how Iran wants to play this, because if they allow the other big players to ship their stuff, it will, by extension to the global markets, reduce pressure on the US. On the other hand, they won't support the US, making their task that much harder. Trumpet with his ineptitude handed this decision to Iran now. It is unimaginable to see the ever only super power being destroyed by the amount of incompetence that their own elected officials bring to the table. But here we are.

DMT1703

Ah, yes, the greatest rise on my renewable energy stocks today. Hydropower and Hydrogen. Lmao. Oh yeah, USA and Israel might be the only ones who are "bag holding" this war lmao. The EU just throws money to Ukraine instead lmao.

szczszqweqwe

US Strong US don't need allies fuck EU US Strong EU help pls Fuck EU US Strong but honestly he wanted to externalize risk of escorting ships, Americans aren't ok with US soldiers dying, but Trump is perfectly fine when EU soldiers do and then he will claim that EU does nothing and the burden of fighting was always on the US.

cedrus_libani

That was priced in IMO. If Russia thinks they can pick off soft targets on the EU border, that's going to be the EU's problem for now. Bigger risk is that surging oil prices bail out Russia's economy, which was cracking under the weight of sanctions. Putin isn't going to stop until someone throws him out a window, and that's not happening until the money is completely gone.

OrdinaryMix4013

EU can handle Russian without US i think. in fact, they can just make a deal with Russia and not risk going to war.

BlackKnightsOptions

I think EU not helping with Iran is going to backfire spectacularly. Russia expands beyond going after Russia and now Trump will shrug and point at this

I_am_Nerman

Well, it's the EU. Expected

annoyingpanther

Seeing in the headlines now that Europe is refusing to help US reopen the Strait for obvious reasons (even though EU are more negatively affected by its closure). I really wonder how this’ll all play out.

Better-Call-SauI

Your money? You gave some old 1960s crap from stockpiles that the Ukrainians were too polite to not decline? While EU actually gave useful stuff and helped prop up their own production. Ukraine produces 5 times more drones than US today. You Americans are useless, but are too proud to accept it and now you think you can go with your missiles and overturn Iran, but it'll just collapse the world economy.

Quick_Bet5660

I learned the UK and EU did away with the requirement in 2013 and it didn’t really change anything. Companies continued to report quarterly. I don’t think this is a major deal

LeeS121

I would fricken love to see the EU and all stick to their guns…! Arrogant SOB struts in puffing his chest out saying “we got this…!” Allies are caught totally off guard as the U.S. goes and whacks a hornets nest and can’t understand why the Iranian government wouldn’t bow to his whim… after chastising the allies for over a year he wonders why none of them will come out and play in the sand! Unfortunately, we will lose service personnel over Trumps irrational behavior and jeopardizing the world at large… he deserves everything he has coming… EVERY STINKING BIT OF IT!!!

Gom_KBull

Wait, did he start all this bullshit because the EU didnt give him Greenland? That's petty as hell.

conikwa

$CING likely to spike today (or tomorrow) and once again in ~2 months. So very short term. They received Notice of Allowance from US patent office today, not yet PRd by the company. When they got granted the same for EU last year it spiked from 5x. Link: https://data.uspto.gov/patent-file-wrapper/search/details/18560039/documents End of may they have the PDUFA scheduled for their new drug. Likely major catalyst. 12M shares outstanding, no options shenanigans available but strong potential

garden_speech

Only redditors can complain nonstop for a decade about how companies focus on short term quarterly profits and then suddenly decide that going to semiannual reporting, standard in the EU, is a bad thing

Careful_Response4694

In 1 month we're gonna see speculators fleeced on near term oil futures because the tanker shortage will not reach the US and EU yet and emergency releases+russia sanctions temporary lift will cause oversupply of oil.

icydragon_12

Meh I've been an analyst at a global wallstreet firm. In the EU and UK, quarterly reporting is technically not mandatory. Companies that actually want investors still do it though. Basically.. It'll be optional. But not really, if you want investors, because investors like quarterly updates: they wanna know how things are going with their money.

toxicomano

Thank you. I legit thought I was in WSB with all the bird brained comments at the top claiming capital will leave the US because of this. To where? The EU, which stopped requiring quarterly reporting over a decade ago?

Afraid_College8493

You're overestimating the dissatisfaction of the Gulf states with the war, and the benefits to the US of a strong dollar. No other bonds, including those of the EU, have the safety, liquidity and depth of US bonds. However, countries like China that are gradually reducing their US bond holdings (in spite of what I mentioned above) are actually doing the US a favor. We need to cut our deficit - not grow it because foreigners throw money at it.

sin94

It might as well be worth exploring the prediction market and, eventually, online casinos. In fact, even websites or games with loot boxes often have more transparent disclosures. People should start investigating overseas operations that are subject to some regulatory frameworks. Certain EU countries, for instance, have implemented age limits for social media usage.

cantsleepwithoutfan

At this point waiting for him to tweet that Iran and USA have teamed up to take on the EU menace, if it meant oil prices go lower for a minute or two.

ghendler

Why though. The EU eliminated quarterly reporting and a lot of jurisdictions only require mandatory semi annual reporting. The SEC‘s proposal is going to be for semi annual reporting so it should align with other jurisdictions. I do believe quarterly reporting is best for investors, but the world seems to be moving away from that. Maybe when we have another financial crisis that will change.

Adventurous_Storm356

The problem is the talent and capital mobility - across the EU but also globally. If you're making yourself attractive for the average to poor person, that's whom you're going to attract and retain. While the top performers go to countries where they can become wealthy. We're already seeing massive brain drain in Europe, with a lot of entrepreneurs going to the US or Dubai or Singapore. And if your top earners leave, who is going to pick up the bill for all the low earners? That's right - the middle class, which in many Western European countries is being squeezed to death. I'm from the Netherlands myself, and while I love Europe for many reasons, our idealism is financed by a fairly small percentage of the population, and it's not sustainable forever.

BendDelicious9089

Except it's going to pass and money will continue to flow into the US because it's the US. And next year you will be proven very wrong. When EU switched to semi, no impact to investment or the flow of capital. The same will happen to the US. A multitude of factors are why investors prefer the US, and a switch to semi is not going to mitigate those other, far more important factors.

16semesters

I don't think my opinion of the Chinese Communist Party effects companies in that country ability to make money. Nor do I think that the US at large like or dislike of the CCP has a large effect. [China has a very poor unfavorability ranking in the US](https://www.pewresearch.org/global/2025/04/17/us-views-of-china-and-xi/) But their companies still make tons of money in the US. Why is this? It's because money is the only thing that matters here. And the EU is still importing from the US at a record clip regardless of public perception. The stats do not life and the money does not care about redditors opinions. You're making the opposite point you think you're making.

vasquca1

Its going to be interesting if this sentiment changes as oil and gas prices start to increase in cost across the EU, GB and US. Here in USA you already know mfers are ready for full on war mode if prices stay high.

Sensitive-Talk9616

FYI semiannual reporting us standard in EU, China, UK, Australia, and many other places. So with this US would go more in line with most other big markets.

16semesters

This sub has thrown economics and discussion of stocks out of the window to discuss lame political opinions. Someone saying "Europe is disappointed" means nothing when imports from the USA into the EU are at an all time high. You guys will never make money in the stock market if you turn everything into a weirdo online popularity contest. Lest you think I'm supporting Trump, I have literally never voted for him and voted for Clinton-Biden-Harris in that order. Just I'm here for stock talk based on fundamentals not here for 17 year old redditors political takes.

BendDelicious9089

What on earth are people blabbering about as if it's the end of the world? EU is semiannual, Australia is, Singapore is (for the most part) By god, it's really just Canada and the US. This is going to be better for asset managers who can stop chasing quarterly reporting earnings.

finance-mcp-001

semi-annual reporting. a lot of other countries/regions do this to combat short-termism (I'm not taking a stance), including Japan, the UK, the EU.

znite

To help the US secure Hurmuz, get Trump to sign something saying NATO is secure, they'll support Ukraine til they win, Iceland is off the table and Denmark/EU ownership back on the table, all global tariffs rescinded, and US 100% in on WHO and Paris agreement, then we have a deal. 

znite

To help the US secure Hurmuz, get Trump to sign something saying NATO is secure, they'll support Ukraine til they win, Iceland is off the table and Denmark/EU ownership back on the table, all global tariffs rescinded, and US 100% in on WHO and Paris agreement, then we have a deal. 

znite

To help the US secure Hurmuz, get Trump to sign something saying NATO is secure, they'll support Ukraine til they win, Iceland is off the table and Denmark/EU ownership back on the table, all global tariffs rescinded, and US 100% in on WHO and Paris agreement, then we have a deal. 

ClaytonRook

Real question: why is the market up? Aside from EU and Japan releasing oil reserves this is going to dump back down right?

AnalytickAi

The Nebius thesis is the most interesting one here — infrastructure layer first, then enterprise AI operationalization is exactly the playbook that tends to win in platform shifts. The Yandex DNA is either a massive edge or a geopolitical overhang depending on how the next 18 months play out. What's your current thinking on the Russia/EU exposure risk given the war context?

_Doomer_Wojack_

Hot off the presser! EU foreign policy chief Kaja Kallas says Europe won't join attacks on Iran and has no plans to expand its naval mission in the Strait of Hormuz, while warning Israel's actions in Lebanon are making things worse.

WSB-mods-are-

EU is going to monitor the fuck outta this situation

Vanillas_Guy

I dont think they *want* to, but as we've seen since trump got in, the EU is very dependent on america economically. They didn't develop their own digital infrastructure so most of the software and cloud computing in Europe is america based. They didn't protect their own manufacturing sector, so American brands have penetrated their market. They didn't invest aggressively enough in home grown renewable energy, so they had to switch to american energy suppliers after breaking diplomatic ties with Russia and they're still buying some Russian anyway.  To the point where Putin even said he might ban even *that* https://www.reuters.com/business/energy/putin-suggests-russia-could-stop-supplying-gas-european-markets-now-2026-03-04/ I am less frustrated these days because I've been paying more attention to what leaders *do* than what they say. It is in the financial and political interest of EU leaders to prevent an energy price crisis. They want to simultaneously look like they're opposing trump and the Russians while continuing to remain economically dependent on them and it just isn't going to work. For example, next year there will be an election in France. Macron's party will need to explain what he's done to actually stand up to america and russia while keeping costs down for the french public. He's sending French military personnel to try and keep goods flowing through the strait of hormuz because if this can't happen, prices will keep going up and he will be in hot water politically at home. The EU HAS to become digitally independent, and it has to become less dependent on petroleum. Its not just an environmental issue, its a matter of national security. They could completely sit this one out and actually be able to push back if they were less dependent on america but they can't so whether they like it or not theyll have to get dragged into this and on top of that, theyll have to pay the same americans theyre supposedly standing up to, to reload on any materiel that they lose trying to force the strait of hormuz open.