EU

anonymous9828

US tech companies have complained to trump that all the EU fines are a form of tariffs apparently

muay_throwaway

Allegedly, the EU was considering retaliatory "tariffs" on US services prior to the pause on the Liberation Day tariffs ([source](https://www.politico.eu/article/eu-tariffs-counter-strike-big-tech-us-banks-donald-trump/)). That could potentially become a factor when those tariffs come off the pause (though of course we don't even know what will happen with the pause; the market seems to be predicting those tariffs never really happen).

w0lfm0nk

Lol, I knew Board was incompetent puppets… but this has to be VERY bad… and the fact the stock grew 35% on -71% loss…. EU, Canada are gone, 65% of Americans will be opposed to musk…

contrarian1970

China is ten times more arrogant than Trump in this regard. China is basically demanding countries do not accept American business even if it could be mutually beneficial just because....China says so. They never took this radical position on what countries choose to do with the EU. I've never heard such outrageous demands that autonomous countries do not alter trade with each other. It's now a national security issue to source more electronic and machine parts and pharmaceuticals from somewhere besides China. This is a chilling tone for the 2030's.

dragonilly

A new CEO won't stop Tesler from losing to BYD. It may stop the bleeding in the US (literally California since we were the main adopters) but not EU. Nationalism is at an all time high globally thanks to Tango

irlmmr

Honoring the memorandum through sanctions is totally different. They didn’t fight crimea because US and EU told them not to. Well if a memorandum says guarantee their borders you should do that. Just a country that doesn’t keep their word and steals things when they didn’t even keep their word.

BCTripster

I sold any ETF's holding US stocks prior to Jan 20th, saw this coming a mile away. I have some sitting in Canadian and EU ETF's, and the majority is in money market funds for now. Going to just hold for a while until we see the US market decline slow down then I'll invest more into Canada and the EU, no freaking chance I'm investing in the US until the adults show themselves and finally deal with the orange blob. Makes no sense to me to actively invest in a country spouting annexing Canada, why would I help fund the potential of them actually invading us? Nope. Just like we're not buying US products, that should include not investing in US companies.

Party_Government8579

Regardless. If you're a CEO and you piss off the entire EU, Canada and a bunch of other countries.. and it impacts sales. It's you fault. If he wants to be a politician, then he should go and be one.

izorightntru

First- we are in unparalleled times. It was very prudent to go to cash. Heck Warren Buffet timed the market. Why shouldn’t you? Yes. I’m looking at etfs that are in EU markets like Spain and Germany etc… Right now just studying next move though

justliketheriver10

How will export the minerals? We pissed off every EU country

diefy7321

He had no choice since day one. Once the US decided not to put boots on the ground and the EU stayed comatose, it was GG.

ResearcherSad9357

Most of the selling was probably EU and Asian funds given the currency movements and reports by Goldman etc. "Redditors" don't move the markets. It's not just retail that is bearish, every predictor has been raising their recession odds. Fed business leader confidence and the broad consumer surveys both have plummeted. The thing is most of his policies haven't taken effect or are slow burns. Mass deportations, the end of scientific research and funding for our top universities, the end of fema aid, the end of immigration (look how much that contributes to GDP), I can go on but just read Project 2025. The market can pump from big tech buying more chat bots and fake social media accounts for a long time, but there are plenty of good reasons to believe we are a long ways off from the bottom.

al-vo

Dude it's not just China, but also the EU and Canada. Basically the whole world. Usually they can't agree on anything, but they all started this big conspiracy to rip off America. That's why they are so rich and the US is so poor.

KemShafu

I’m 90% cash HYSA right now and the rest in TBills with maybe 10k in EU ETFs and a sprinkling in Google and Pfeizer. I do have some stop buys on SVXY once the VIX settles down because I feel like that’s easy money, (BUT IS IT?!). I just want to see what the summer is like before I start buying back in. I just think the market is being driven by "buy the dip" retail investors and nothing underlying points towards a good stable rally.

jayxmor

CHY NUH, EU, INDIA, pump this shit later. Thx

11Mikky11

The point is Tariffs are used widely, the EU are no different, but it's only a problem because of the dislike of Trump. I am sure you understood that, but it was obvious where you were trying to go.

Aint_EZ_bein_AZ

haha no way man. two weeks ago it was smoot hawley, 1928 v2, crash of the dollar, bond market over, the US is over, rush to EU equities.

Hot-You-7366

there werent even tariffs during the quarter they are reporting and MSFT, META, and GOOG are all being looked at as monopolies in the US and EU - their quarters are not indicative of the economy

Mathis04P

EU Stocks did Moon more on the other hand

kingofthelost

You saw SPY under 500 and you said I’m going to sell here and shift into Gold, Bonds and EU stocks 

Hot-You-7366

i need the EU to shut out META, MSFT, GOOG and US investment banks. get what they deserve!

jeeeeezik

Ima need EU to start tariffing big tech asap These mfers need to fear tariffs too

tatonka805

bc there's no one good to put money if out of equities. EU/ROW Equities? Good luck with that? BTC/GOLD... yawn and laugh...saturated/ high risks.

RPO777

I am very risk adverse--if I dont see the trade war getting better in the next 3 weeks, I'm going into very low-risk positions, like TIPS (which I already have about 20% of my cash in now, which I will increase) The market is not at ALL reflecting the possibility of a fundament shift int he US supply chain for a permanent decoupling from China, i saw estimates such a move costing $2T+. That's the risk I'm most afraid of (I think a deal gets done in some way with EU/Canada/Mexico which re the big 3). If the china trade war possibilities die down and both sides deescalate and I'm confident int hat deescablation I might reeinvest.l The big question right now is China and it's a massive mid-term risk in my opinion with huge uncertainty. I'm not touching the market till I feel like I have a good idea one way or another (you can bet on one direction and potentially make a lot of money, but you could also LOSE a lot, and I think th market is undervaluing the risk).

FaceMcShooty1738

Never forget, Canada shares a land border with EU!

mpoozd

MSFT and META beat isn't good for the market 🥭 will take the credit and double down on tariffs EU will start considering tariffs on services since they kept growing like a beast

Super-Extent-1210

EU proposed a framework for a trade deal. It will be settled in a month or so. New ATH by fall.

utitses

i wanna see EU stocks get kil, AMERICA FTW

nubtraveler

Yeah so far, but the EU has something planned for big tech if the trade war escalates.

GoZukkYourself

META Meta Platforms reported earnings Q1 FY2025 results ended on Mar 31, 2025 - Revenue: $42.31B, +16% YoY - Net Income: $16.64B, +35% YoY - Diluted EPS: $6.43, +37% YoY CEO Mark Zuckerberg: "We're making good progress on AI glasses and Meta AI, which now has almost 1 billion monthly actives." 🌱Revenue & Growth - Total Revenue: $42.31B, +16% YoY (19% in constant currency) - Advertising Revenue: $41.39B, +16% YoY (20% in constant currency) - Reality Labs Revenue: $412M, -6% YoY - Ad Impressions: +5% YoY - Average Price per Ad: +10% YoY - Family DAP: 3.43B, +6% YoY 💰Profits & Health - Operating Income: $17.56B, +27% YoY - Operating Margin: 41% vs 38% YoY - Free Cash Flow: $10.33B - Cash & Marketable Securities: $70.23B - Capital Expenditures: $13.69B - Share Repurchases: $13.40B - Dividend & Equivalents Paid: $1.33B 📌Business Highlights - Strong progress in AI, including Meta AI and AI glasses - 11% YoY increase in headcount (76,834 employees) - Continued investment in AI infrastructure and data centers - $827M in other income (interest and other) - Effective tax rate reduced to 9% from 13% YoY 🔮Future Outlook - Q2 2025 Revenue Guidance: $42.5B–$45.5B - FY2025 Expense Outlook: $113B–$118B (lowered from $114B–$119B) - FY2025 CapEx: $64B–$72B (raised from $60B–$65B) - Expect DMA-related changes in EU to impact user experience and revenue in H2 2025

Floyd86

Viktor Orbán economics at work. We live in this reality since 2010 in Hungary. And they always blame someone else. Soros, EU, migrants, war, you can name it. As a seasoned citizen from a semi hard autocratic country, my advice is: prepare yourself, it is just a beginning.

Icreatedthisforyou

Yep it hasn't actually even hit at all yet. The contraction and drop in the market so far is still the EXPECTATION of the hit coming. It is also worth mentioning it is actually worse because the USD has lost about 9% on the year. How bad that hit will be is very much up in the air, but it is coming regardless. Even if today right this moment Trump stepped up and said "I am getting rid of all the tariffs completely, India, China, Canada, Mexico, and the EU have all agreed to trade deals" There would still be a hit, as places realize foreign companies are still with the people they formed new contracts with when the US shut them out. There will still be a hit because we would have lost a month worth of shipping to the US. And that is if the administration does a total 180. As we can see from Trumps tweets, he isn't stopping the tariffs, and he set himself up so he can't. Tariffs are how he plans to pay for tax cuts (ignoring that even optimistically the math doesn't balance out). So the only thing that will stop tariffs is congress, we know conservatives in congress won't stop him, so we are stuck for another year and a half, with uncertain economic policy. Right now people and wall street can pull the wool over their eyes and bury their heads in the sand hoping it won't be bad, but going through the next two months it will becoming increasingly hard to ignore. I can't imagine looking at the current situation and expecting anything other than a recession. Even with a complete 180 right now I don't know that there anything that could stop this from being a recession (by the metric of two consecutive quarters of declining real GDP). April IS as bad or worse than any time in Q1, it won't have the boost of people buying in the expectation of tariffs and inflation, May shipping is already fucked based on the present situation, so you basically need June to offset April and May, and as you said, the real impacts of tariffs won't really hit until June most likely. Optimistically we are talking a decline of less than 1%, realistically we are looking at decline of 2-3%...we don't need to talk about pessimism, or all the ways pessimistic projections could turn realistic.

Shaybae69

Invest in the EU, stay out of the casino that is the US stock market if you don't want to lose everything.

mardegre

A company publicly traded involved in theatrical production. From a EU point of view this is amazing.

ExcitableSarcasm

To be completely fair, while I agree with you on this, the logic from people saying the US is going to be a non-factor accounts for these real logical arguments 1. The US may be able to project force but all the rest of the world needs to do is just be able to establish regional defensive capabilities, it isn't to project force which is exponentially more expensive. E.g. China (+Japan and Korea, if it really is the US vs RoW) just needs to be able to beat the US in Asia. The EU only needs to defend Europe and the vital trade routes supplying Europe 2. Because the US military is built around force projection, this actually makes things way more expensive to run (see above). Hence, economic cutbacks are going to hit the US harder than the rest of the world whose capabilities aren't as economically intensive to fund. 3. Power project is really, really expensive, have I mentioned that? Jokes aside, carriers are relatively squishy compared to stuff like hypersonic missiles relatively speaking. I still don't agree with the idea the US isn't going to be the leading military power even in the worst case scenario for America, but you can see the logic

Interesting-Pin1433

China is using the opening that Trump created to grow relations with other countries, so they aren't sitting back and doing nothing. EU is opening to Chinese EVs, for example. Xi doesn't have to worry about elections, and can in fact handle short term pain for long term gain.

TurchDaddy

This is a great point. I’m long the stock, with LEAPS at various near-the-money strikes)…but I think they’re going to show a massive uptick in Users and Deposits. What I’m really hoping for is an announcement about either: 1) The Gold card roll-out (still summer ‘25?) 2) International expansion (Deeper into EU, asia?) 3) Deeper Events Contracts expansion (NFL?!) 4) *Reach* something in the Loan space, similar to SoFi I believe that this is a $100 stock by March 2026, but we need some sort of White House endorsement to really get there. Just my $.02. LONG $Hood, but not playing Earnings on Weekly’s

Junior_Kitchen_8444

Thanks! From ChatGPT after a few iterations to get to a fuller answer: Was a 2025 recession inevitable, or are Trump’s 2025 policies now tipping us into one? 1. The recession risk was already high before Trump’s 2025 policies. • The post-COVID economy was overheating due to massive stimulus and supply shocks. • The Fed raised interest rates sharply in 2022–2023 to fight inflation — that alone created strong recession risks by late 2024 or 2025. (Necessary but could have been done more gradually.) • Consumer savings were shrinking, business investment was slowing, and global growth (China, EU) was weakening — all red flags. So yes — a recession in 2025 was likely, even without new Trump-era policies. 2. Trump’s 2025 tariffs and policies are making it worse — and possibly accelerating it. • The new Trump tariffs (higher, broader, possibly 60%+ on China) are: • Raising prices on consumer goods. • Disrupting trade and business planning. • Leading to a surge in imports now (ahead of tariffs) — which caused Q1 2025 GDP to shrink. • There’s also investor and business uncertainty: companies are holding back on expansion and hiring while they wait to see how bad the trade fight gets. So while a recession was on the table already, Trump’s 2025 tariffs are acting as a trigger — possibly pulling it forward or deepening it.

SarcasmRevolution

Also signed by the EU.

Greentag55

check my overview of a few ASX companies that could benefit from surge in EU defence spending [https://www.greenleiter.com/post/the-asx-stocks-set-to-benefit-from-increased-eu-defence-spending](https://www.greenleiter.com/post/the-asx-stocks-set-to-benefit-from-increased-eu-defence-spending)

pancake_gofer

What is your take now given the EU is investing in building an army and building up its arms industry? FINMY, the Leonardo SPA's ADR, has done alright but I think long-term Leonardo has good growth potential due to its current share value and its expected profitability increase for guns, helicopters, and I believe naval upgrade orders. Supposedly Leonardo is poised to increase its profitability by a lot, but I could be wrong. I'm toying with EUAD (EU Defense ETF), KDEF (Korean Defense ETF), and PPA (US Defense ETF), since I think the military will be invested in more across the board longer-term. I'm aware of the Korean Stock Market being a scam so I don't have a lot in KDEF, but I'm bullish on defense.

Beastican

I don’t understand why so many on WSB keep talking about ‘deals’. The market has priced in at least one ‘preliminary’ deal reached by July. Look at leaks from our own and other governments covered by reputable news sources. India is the closest to a deal. We’ll know about it ahead of time before it’s officially announced. You think insiders in India will not leak deal info ahead of time?!?!Most countries will require internal votes to approve a deal fully anyway. Preliminary deals will be worked out first. India is closest according to leaks. Look at India’s news sources. They say Modi has to wait till after an election there to not make their own farmers mad at India lifting tariffs. It would not be until MAY 20th to JUNE 15th before an Indian deal is announced. Don’t expect a market pop either. The market is already expecting this. If it’s not reached before June 25th then I think we’ll see the market come down steadily. I doubt two deals reached by July deadline. Market expects reciprocal tariffs to be put back in place. With India deal secured, the administration plans on using it as a template for the rest of other countries. The reciprocals are there to try and force other countries in to this framework. Pacific is focus. India first then Japan or Vietnam then South Korea. Don’t expect EU till end of 2025. They have non-starters and administration wants to milk EU for all US does for them. The market and jobs are fuked near-term. Analysts agree this market will be choppy for the next year. It won’t move hugely unless the unexpected happens. Don’t count on fed reducing rates. They are more concerned with stagflation than near-term job losses.

SignificantGlove9869

EU just wants access to your phone. They are the villains.

stoked_7

Come and have a steak in the US my friend, no beef in the EU is even close. No vacations, sounds like less crowded destinations, a bonus.

IronSnatchKitty

Lol it's funny when you go on China news nothing a out factory's closing but them willing to work w EU

Fickle-Experience526

They can sign deals with Canada and the EU, since they’ve been spurned by the US too.

PoliticsIsDepressing

😔 Make EU Great Again

Hot-Championship1190

EU has about ~80 death per year due to salmonella, USA ~420 per year. Yeah, we don't want your chlorine chicken - because your cheap chlorine hygiene shitshow doesn't work.

Saturn_winter

T: "The EU tariffs will be around 25%, the EU was formed to screw the united states. They can try to retaliate but we'll go cold turkey and not buy anything from them." The market: Oh, turkey! I like turkey! Pump!

splitsecondclassic

you may be correct but in the last 18 mos. I have been all over the EU, UK and to portions of Asia. I can tell you with 100% certainty from being on the ground there and spending time with fam and friends that they are super fuct! The immigration issue in souther Europe would make even the most liberal leaning on that policy amongst us blush. The age demographics in the EU, Russia and China all but insure that none of those places will be even remotely close to super power status by 2035. The welfare state in the UK is among the bleakest I've ever witnessed. In Japan, they sell more adult diapers and baby diapers. No joke. China and Russia have more 60 year olds than 20 year olds. Mexico leads the world in making babies followed by India. Both are on track to remain top trade partners with the US. That bodes well for the US. the USA also has only had a slight decline in new babies in the modern era by way of comparison with it's "super power" cohorts. It may look ugly right now but there seems to be a good reason to be bullish on the USA in the coming years. Time will tell.

shizmot

Meeting to announce EU and Gyna embargo to save my puts 

Remote_Patience_9279

the world hates us. Think about that. EU hates us bc we are allowing Putin to move west. China hates us bc Trump is a dick. Canada hates us bc Trump is a dick. They are going to laugh as we Fall.

NotAChainSmoker

Just gonna buy puts at close/EU open, sell at US open and repeat.

utterlyirrational

this motherfucker better pause all EU tariffs

isinkthereforeiswam

Lived through dot-com bust, housing bust, etc. Those were bubbles bursting. This time around we have the guy in charge of the country purposefully fucking with everything. We're gonna see a similar slide, but much harder to dig our way out of. B/c this time we've burned bridges with trade partners. No one will want to do business with us again if another dipshit can get elected in 4 years to undo any repair a new pres might do. EU is considering US to be a lame duck in NATO, and working on arming themselves up now that Trump is basically handing Russia the golden keys to be the importer/exporter for the US. Russia's economy will bolster, they'll most likely get part of Ukraine, and then set their eyes on Europe. China has sort of been the only sane/reasonable big "threat", b/c, while they sabre rattle a little, they realize we're in a 21st century business world. You make trade partners, and work together. China's becoming everyone elses best friend now that Trump has burned the bridge with them. The damage the dot-com, housing, etc bubbles created lasted years. Trumps bullshit will damage us for decades. And we'll probably never regain our footing as the number 1 world power.

dansdansy

That it is. Stagflation. Long MP and WM. Also looking into UK companies, they may be able to pull off a free trade deal with the EU soon.

Fit_Researcher4088

Another day, another chance to appreciate being born in the EU

Updraft999

Yeah just normal auto deposits into my brokerage that happen every month. I would invest in the EU but they have an even worse economic outlook. Porsche’s deliveries to China were down 30% last quarter and China imports around 30% of Germany’s supply. There might be some opportunity in India especially considering they could very well be a relative winner in all this. Looks like a trade deal is coming soon. I’d still rather bargain hunt in the US though over all the other options.

nagyerzsi

If you would like to see what kind of future is awaiting you then take a look at Hungary and Viktor Orban. Just research how he slowly killed democracy over the last ~15 years and compare it to what Trump does nowdays. I dont’t want to make you biased so I really encourage you to do your own research, you might find out very interesting things… What is happening in the USA right now is the very same [KGB/soviet/russian/call it whatever you want] destabilization strategy that we already know in the EU since a a while. And I have some bad news for you (which some of you might have already realised): it is very effective. You guys voted for getting f***ed very hard in the a**, and now you start to realise that it hurts?! LOL

Funny-Property-5336

What bank do you have your EU account with?

dimesonlymfer

I did this. Trade with my Canadian account. Withdraw everything and transfer it to my EU account. I'm doing it with student loans, too.

tryingtohitchall

It usually dumps at open. And EU pushes it up. Its only this week its been dumping in EU too

Ok_Advantage_8153

Russia invaded for empire building reasons. Putin believes Russia should be one of the worlds great spheres on influence and is smarting from the break up of the Soviet Union blah blah. The fact that there may be some minerals in some places is probably about as consequential as the quality of a vineyard in a random Oblast. I also disagree about the "risky for stock prices for EU defense". Europe is ramping up production. Orders at volume are going to flow through those companies, peace deal or no. The only questions are things like "who is best place to make bank off of it" and "has the market already priced it in on places like Rheinmetal"?

Eodis

Hello there For ethic reasons i'd like to withdraw from all my ETFs and stock pick. I know i'll end up underperforming indexes but i'm not doing it to get the highest possible money return at all cost. My criteria are the following : \- I want 8 stocks from North America, 8 from EU, 8 from Japan so 24 total \- Regarding sectors i want to exclude financial services so no bank/insurance, for energy no fossil fuels but renewable/nuclear if possible, no car builder even if it's electric, no luxury goods. But i still want various sectors even if more tech exposed already. I'm not 100% decided on these but so far i decided on : \- ASML, Siemens, SAP, Roche, Vinci, Schneider Electric for Europe \- Hitachi, Sony, Takeda, Tokyo Electron, Nintendo, Keyence, Kubota, Daikin for Japan \- Microsoft, Amazon, Alphabet, Visa, Johnson & Johnson for North America How would you complete or modify that list ? I kinda struggle are there are no really good and intuitive stock screener available entirely for free

Eodis

Hello there For ethic reasons i'd like to withdraw from all my ETFs and stock pick. I know i'll end up underperforming indexes but i'm not doing it to get the highest possible money return at all cost. My criteria are the following : \- I want 8 stocks from North America, 8 from EU, 8 from Japan so 24 total \- Regarding sectors i want to exclude financial services so no bank/insurance, for energy no fossil fuels but renewable/nuclear if possible, no car builder even if it's electric, no luxury goods. But i still want various sectors even if more tech exposed already. I'm not 100% decided on these but so far i decided on : \- ASML, Siemens, SAP, Roche, Vinci, Schneider Electric for Europe \- Hitachi, Sony, Takeda, Tokyo Electron, Nintendo, Keyence, Kubota, Daikin for Japan \- Microsoft, Amazon, Alphabet, Visa, Johnson & Johnson for North America How would you complete or modify that list ? I kinda struggle are there are no really good and intuitive stock screener available entirely for free

proflashlol

I meant risky for stock prices for EU defence, not the political aspect of it. Agreed, US/Ukraine mineral deal is a mafia protection deal. In doing so, it drops the idea Ukraine join NATO so even if it isnt fair it is still a feasible option. Also, the mineral stuff depends on why you believe Russia invaded in the first place and why they are hellbent on the 4 regions which have the minerals (again could also be a Russian & Chinese survey)

ivobrick

No, China will sell to a country that has or will have a deal with USA already. They both relabel and make money off off you. Easy. Why do you think EU leaders are in China every other day last month? Nothing else in our news but this pendling back and forth. Lol.

Inner-Detail-553

Not as dumping, but accept under agreed terms, yes China is already negotiating with EU about that, story was out a few weeks ago

BigSeth

Covering shorts, pajama traders, EU market. Fuckin vibes. Who knows anymore

Efficient_Bet_1891

I can buy a laptop and get a phone cover instead delivered within a week! Amazing stuff! On the matter of Trump negotiating: 145% Tariffs! Media and everyone goes mad Trump says: That got your attention Now what can we get you to do to cooperate? The EU has been screwing the rest of the world with its 15000 (!) lines of tariffs, China too has a similar arrangement with the outside world. The WTO doesn’t work, so free trade is subject to complaints which don’t get resolved for years. So, unilateral action, telegraphed in Trump 1.0 and everyone sits about in an echo chamber saying he won’t do it. So he did, and boy has he got their attention

DoitsugoGoji

You mean the Swiss that are happy to claim "neutrality", as long as they get to fuck over Europe, like by preventing the arms and munitions they sell to be used to defend against Russia, or deciding to not work with the EU and their tariff strategy against the US after all? They can be the resetve currency for authoritarian regimes like Russia and the US if you ask me. Fuck em.

proflashlol

A bit risky if the peacedeal is widely accepted. If the mineral deal is independent and that is what is being signed then I think EU defence will go down rathr than up.

Responsible_Ad_4150

Where are you all seeing the EU gdp?

corndog_messiah

EU GDP beat. Inflation steady at 2%

proflashlol

Why would financial report matter, isnt the whole play with EU defence the amount of funding and who gets what contracts?

Able_Membership_1199

Real statistics show that 2/3rds of US citizens don't want to buy a Tesla car. Way over 2/3rds are directly opposed by Tesla as a brand in the EU. Even China has heavily scrutinized Tesla resulting in a failure to launch there.  " A small minority" of a hecking large crowd.

the_snook

> Like if Russia decided to mess with Germany or France, do you think Germany or France would have a chance of surviving without the US I'm with you on the superiority of the US military, but this is laughable. From what we've seen in Ukraine, Russia would have zero chance in a conventional war against the EU (which, to be clear, has a mutual-defense obligation). France has nuclear weapons too, and I doubt the UK would stand idly by with war on their doorstep. Russian troops wouldn't even make it across Poland. They could probably launch missile attacks on Berlin from Kaliningrad with impunity, because of the threat of nuclear retaliation if Germany tried to retake it, but that's about it.

k3t4mine

Every single day, like an hour before EU opens, someone dickhead the ES up like 30 points for absolutely no reason.

medicipope

AWS in the EU is a separate legal entity, i.e. data center in Germany are owned by a German company etc. They do for all sorts of regulatory and legal reasons.

Neptune-Cicero10

High quality Quartz is critical for the components involved in the process of growing silicon ingots from molten silicon - which are then sliced into silicon wafers which are the foundation of chips - which you were referring to. COMAC has viable plane models already in circulation in their country and is running fine. Problem is 2 things: 1. **Certification** from the FAA and EASA to allow the planes to enter US/EU airspaces. On paper, you have to prove sound manufacturing/assembly/maintenance processes… but anyone with a brain knows that it will not happen anytime soon due to politics and to prevent COMAC from replacing more Chinese airlines’ Boeing/Airbus planes that are required to enter US/EU airspaces. If they certify COMAC, then Airbus/Boeing will lose out in massive sales for planes and parts in the future. At best, COMAC at least for now can only expand to the rest of Asia and Africa. 2. **Service/Customer Support Service System** - they lack this for overseas markets. You don’t just sell a plane. You must build a viable network of support that is readily available to service and provide parts in a timely manner. This is critical but maybe not as important as the certification thing. As for Huawei I’m assuming you’re talking chips and not their telecommunication equipment/phones. They are making strides but their progress is also tied to a few related companies like **SiCarrier** (semiconductor equipment) that just rolled out a whole bunch of critical equipment needed for making chips barely last month (which actually is a massive milestone after the US restricted selling many of the equipment to China). Another one is **SMIC** (Foundry) which also faced heavy headwinds due to sanctions but has steadily still made progress. Honestly for lower-end chips, cumulatively the supply chain in China has got that down. If you’re asking about the design and production of the high-end chips - I’ve heard optimists say 3-5 years. Pragmatics say 5-7 years. Cynics say 10-15 years. However with China and their massive talent pool, coupled either massive investments and shrewd planning, you never know with them… after all haven’t we all been fed lots of pessimistic content by our own media throughout the last 2 decades about China and yet somehow they’ve still not collapsed and have passed so many economic and technological milestones?

livsjollyranchers

Not sure many Europeans would agree honestly. It's rough everywhere. Americans just see it with rose-colored glasses. The worst off in the EU are better off than the worst off in the US but that's all we can really say.

Consistent_Shock3177

EU is fuct

Desenrasco

This isn't just another Gilded Age: everything that is going on in the world right now, or for the last 5 years, is completely unprecedented. There are no reference points anymore: For the first time in human history, you can spend some money to know more about anyone on the planet than they know about themselves, design on-the-fly propaganda for them, know exactly where they are, where they've been, and everything they searched for or talked about; It is now more financially and politicaly viable to invest in renewables than oil, gas, or coal; Taboos the world over are being broken daily, which means the value of *kompromat* is at an all-time low; Interest in education, raising a family, or even hopes like owning a home, are things of the past; Russia is an ultranationalist, chekhist regime that *finally* has more influence in the US than vice-versa; China is the world's leading superpower, and they have perfected the art of mass manipulation; The EU is rearming, seeking alliances the world over, and trying to separate itself from the US; Climate change keeps accelerating and the major powers have all but given up on fixing anything. It's a thermodynamic spiral downwards, a behavioural sink, a complexity collapse as panic begets panic. It's not just the US stock market, or the dollar, or crypto, or what are the different virtues and faults of different kinds of economic systems. It's not just North America, or """the West""", it's the whole world. It's wars, and plagues, and fires, and riots, and starvation, and chaos, and it's all *mostly* intentional. One day, some of us are going to look back on how angry people were that the Star Wars sequel trilogy had a female main character and realize we really had it all.

TheoryShort7304

China pleased the US back in 1980s and 1990s, then not surprised??? India needs to grow manufacturing and for that we need worlds biggest consumer market access, which is America. Without American companies coming up here, no other would come up. So we need America. And we are not like China, as India neither has any reason to go against US or any nation for no reason nor it's in competition with it. India wants its people to lift out of poverty and solve unemployment crisis, build good relations with all nations of the world as much as possible and live peacefully and happily. Collaboration and cooperation is characteristics of India. The national interest of US and India aligns, so why not work together. For last 2-3 decades US, EU and China were doing so, now it's India's turn. India and US can really do help each other and have one of the greatest partnership in the world.

Tokishi7

I would venture to say the Euro suffers from who is the big dog of the EU syndrome possibly

YoMom_666

UK, EU, Japan, Canada and Mexico are all ganging up on orange idiot, they are not going to let him push them around. China is a different story but I don’t expect they will give him any good deal either, he will get caught with his trousers down

StockTradingForLife

Removing or reducing tariffs requires Trump and his advisors admitting they were wrong. That is not going to happen. Trump team this afternoon said they had a deal waiting to be approved. They won't say the name of the country. Canada was in the middle of elections. They did not negotiate. The EU negotiate as a single market. China is saying we are not negotiating. Trump says he spoke with China refuses to give the specifics on who, when and where. This is going to keep going until the inflation goes back up or the shelves are empty or unemployment numbers start going up. We are in big trouble.

StockTradingForLife

Removing or reducing tariffs requires Trump and his advisors admitting they were wrong. That is not going to happen. Trump team this afternoon said they had a deal waiting to be approved. They won't say the name of the country. Canada was in the middle of elections. They did not negotiate. The EU negotiate as a single market. China is saying we are not negotiating. Trump says he spoke with China refuses to give the specifics on who, when and where. This is going to keep going until the inflation goes back up or the shelves are empty or unemployment numbers start going up. We are in big trouble.

Affectionate-Bus4123

The news in the UK is that the US is negotiating with countries in waves, and we're not in the first wave. US wants to focus on Asia so probably Korea or Japan, although India already did a lot of work negotiating terms with EU/UK/others so they probably have a deal that fits quite well with western asks ready to sign.

Stateof10

The UK could be similar. The country of Oxford, home to the Enigma breakers, Concorde, and Shakespeare, voted to leave the EU. The point is that countries will elect whomever they want.

sirkarmalots

Yup EU and Dubai already signing deals

WSBnoobxor

Watch EU see this and actually retaliate on his dumb ass

brucekeller

We aren't coming #2 to the EU lol. They have way too many regulations, that's why they couldn't take advantage of the tech wave or the AI wave; not to mention the insane debt almost everyone that isn't Germany has there. Some of the cool countries the EU is known for aren't even EU or at least not part of their economic framework. China would be the overtakers for sure.

qui_tam_gogh

I bet that America is so damn dumb that we just became a 3rd world nation for a decade just to switch China to India, and still come out in 10-15 years as a #2 player to the EU.

Jerikolol

War is bullish, especially when its far away and neither US nor EU care about it. They need to buy our missiles, tanks, helicopters, boats etc. SPY 600

x_Lyze

Yes, and it's not just Japan. The EU have said the same and that's what we're hearing from everyone else who's actually talked with the Trump White House. They can't name what they want because their conceived economic injustices only exist in their alternative reality fantasy land, which falls apart when they have to look at reality and suggest (demand) concessions.

Careless_Fix3067

I hate to break this too you but trump already single handily accomplished this by himself. Have you talked to companies in EU? Japan? China? They are dropping us. The impact is delayed but it will hit. 11 countries ditched the dollar. 80 percent of trade is with US dollars any decrease in that percentage no matter how small gives way for another currency to dominate trade.

Cyanide_Cheesecake

Just be careful EU, China isn't your friend any more than Trump is. Don't leave your back unguarded 

AnchezSanchez

> european defence industry is quadrupling Its not the defense industry which is quadrupling, its *earnings*. Huge difference. I work in a defense-adjacent industry (space). A huge portion of any program is NRE. What is happening with RM is that the EU are basically signalling they want to buy lots more of what they already manufacture. So with that increased volume you will see greatly increased margin, which is why it isn't actually unrealistic. See below: https://imgur.com/aBqCShi

Most_Newspaper306

Nah i mean nah there is just 0 way. EVEN IF there was a ducking India deal that does not safe that the EU, China, Canada, Mexico etc etc etc all do not want to negotiate WTF. Yeah Modi the old half-autocrat wants to "negotiate" to get the benefits china did and get a bunch of cash in his personal pocket wtf. As if the same shit would not happen to india when they get bigger