The dollar index bounces as fears of a yen bailout ease and euro cools down.
via Bloomberg pic.twitter.com/07NO9OTEFf
— Daniel Lacalle (@dlacalle_IA) January 27, 2026
Europeans are piling into US stocks:
European investors now own a record $10.4 trillion in US stocks.
Ownership has surged +$4.9 trillion, or +91%, over the last 3 years.
Denmark, Finland, France, Germany, the Netherlands, Norway, Sweden, the UK, now hold ~$5.7 trillion in US… pic.twitter.com/Yscfr6WV4u
— The Kobeissi Letter (@KobeissiLetter) January 26, 2026
‼️The Eurozone is becoming less relevant in the global economy:
Eurozone GDP as a percentage of world GDP is down to 14.80%, the lowest EVER.
A -8 percentage point decline since 2004.
This comes as the EU imposed overly restrictive regulations, destroyed its industrial base,… pic.twitter.com/ajqJE2CL8m
— Global Markets Investor (@GlobalMktObserv) January 26, 2026