alyssasanders

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Do we know if they're now having inventory problems.

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We had a severe decline in the population during the Black Death - as much as 50% in some places. It was great for the survivors. It ended the feudal system, wages rose dramatically. People inherited a

The tariffs that came in on 2nd April were worse than expected, so European stocks will eventually tank too.

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10 year bond yields are about 4.24%. So they're well above where Scot Bessent wants them to be.

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If the US tariffs go ahead, Germany will have to pivot again. But to whom?

The binmen's strikes will also have an effect.

So, tariffs on everyone at the same time = inflation, but tariffs on just a few countries makes no difference because trade diverts to non-tariff countries?

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It will be interesting to see earning results for this quarter.

The new EU funding for defence might change some minds.

I hear pension funds are still refusing to invest in defence stocks due to ESG reasons.

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