Many guys are not understanding some few basic economic facts.
Yes Trump is pro business & pro growth. 100%.
But the way he schemed & plotted pretending to be negotiating for peace, this means no one and I mean no country is gonna buy and hoard treasuries & dollars.
Then he…
— tic toc (@TicTocTick) June 19, 2025
Global stocks catch up and Wall Street’s valuation premium comes under pressure
For equities, an important regime change appears to be underway between US and non-US markets. We all know the valuation story, with US equities trading at a 21x P/E-multiple while the rest of the world is at 15x. That spread has been justified by the superior fundamentals of… pic.twitter.com/d3kJ14ueg4
— Jurrien Timmer (@TimmerFidelity) June 19, 2025