US Consumers Are Less Optimistic

🇺🇸 🕺 Americans’ perceived probability of finding a position in the next 3 months after a job loss are down to 50%, the lowest level since April 2021

Read More: bit.ly/US-Consumer-2025

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EU Plans To Retaliate

The European Union plans to retaliate against the United States for new steel and aluminum tariffs, adding another element to rising global trade tensions. “Unjustified tariffs on the EU will not go unanswered — they will trigger firm and proportionate countermeasures,” European Commission President Ursula von der Leyen said in a statement

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Gold Inventories In COMEX Vaults Surge

Physical gold BUYING has gone apocalyptic: Gold inventories in the 3 largest COMEX gold vaults just surged by 15 MILLION ounces in 2 months. That’s a +115% increase, putting physical gold holdings ABOVE 2020 pandemic levels

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Lattice Beats

Lattice Semiconductor — Shares surged 14% after revenue surpassed Wall Street’s predictions. The chipmaker posted $117.4 million, above the consensus estimate of $117.1 million from analysts polled by LSEG

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Coca-Cola Beats

Coca-Cola shares rose 4.2% in premarket trading after the company exceeded Q4 profit and revenue expectations. Adjusted earnings per share grew 12% to 55 cents, beating the 52-cent estimate, while net revenue rose 6% to $11.5 billion, surpassing expectations of $10.68 billion. The revenue beat marked the largest since mid-2021

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This AI Candidate Has More Upside

🧠 🧠 This AI candidate is Wall Street’s “it” stock of the moment and is up nearly 55% this year, making it the best performer in the S&P 500. We see further upside

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The Spotify Of China

🇨🇳 🎵 This company is nicknamed the “Spotify of China” and commands over 60% of the Chinese music streaming market, boasting 844 million monthly active users

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Hedge Funds Buy Chinese Stocks

🇨🇳 🇨🇳 Hedge funds snapped up the most Chinese equities in more than four months last week on a net basis

Read More: bit.ly/Hedge-Funds-China

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Trump Tariffs: India And Thailand Most At Risk

🇮🇳 🇹🇭 Economists at global banks from Morgan Stanley to Nomura Holdings Inc. have identified India and Thailand as among the nations most exposed to risks from President Donald Trump’s vow to impose reciprocal tariffs on trading partners

Read More: bit.ly/Tariffs-India-Thailanc

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Fed Will Not Cut Next Quarter

The U.S. Federal Reserve is now expected to hold off on cutting interest rates until next quarter, as concerns over inflation grow, according to a Reuters poll of economists. Many who previously anticipated a March rate cut have now pushed back their forecasts

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