UK Is The Biggest Loser As Yields Rise


🇬🇧 🇬🇧 “We’re entering a period where the U.K. could be in a more stagflationary environment. The options for policymakers in the U.K. are very limited, and there are going to be hard choices.” Deutsche bank warns the rise in interest costs has added about £50 billion to the UK government’s expected debt bill by 2030 

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#UKEconomy #Stagflation #InterestRates  #DeutscheBank

Copper Demand Could Drive Silver Higher


💥💥 Under a net-zero emissions scenario aimed at limiting global temperature increases to 1.5°C above pre-industrial levels, global copper demand is expected to rise significantly, from 25.9 million tonnes in 2023 to 39.1 million tonnes by 2040

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Apple Market Share Slides In China

Ming-Chi Kuo: “Apple has adopted a cautious stance when discussing 2025 iPhone production plans with key suppliers.” He added that despite the expected launch of the new iPhone SE 4, shipments are expected to decline 6% year over year for the first half of 2025.

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Time To Look Defense Stocks


🧪 🧪 Time To Look At Defense Stocks: Our Algorithm has earmarked a Biotech stock to buy for 2025, with a potential to climb 75%. Also, two more Biotech companies each have more than 50% upside

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Traders Lose On China ETF Trades

Traders Lose On China ETF Trades: On paper, the trades, which dwarfed normal options activity in the funds, gained in value as the ETFs rallied in early December. As of the close on Dec. 9, the positions appeared to be up some $138 million on the initial outlay of about $225 million. But since then, the ETFs have retreated to below where they were trading when the bullish bets were placed.
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Wall Street’s Ritual Is Toxic

🚨 🚨 Every December, Wall Street predicts what various assets will return over the coming year. Every January, the predictions begin to be proven wrong

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Trump: The Great Shift


🇺🇸 🇺🇸 From Meta to McDonald’s to Wall Street, America’s corporate bosses aren’t waiting for the Jan. 20 inauguration to start conforming with views favored in the Trump 2.0 universe. What began as a rush to dine with the president-elect at Mar-a-Lago has snowballed into a series of policy moves that mark a shift in the business world

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Watch The Construction Services Industry

The construction services industry has big potential for 2025, thanks to more onshoring of manufacturing, which the Trump administration is likely to encourage. CEOs also continue to fortify supply chains against disruptions. Construction spending in the U.S. crossed $2 trillion in the first half of 2024. Private-sector construction spending in the U.S. exceeded $1.4 trillion in 2022
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#ConstructionIndustry2025 #OnshoringManufacturing #SupplyChainResilience #USConstructionGrowth