Jan De Laet @JCDL1
Former SVP Investments at Prudential-Bache Securities. Stoic philosophy lover, yoga fan, and avid golfer. No Investment Advice. kaisjuandorra.com Andorra Joined February 2011-
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Jan De Laet retweeted
Morgan Stanley forecasts LME #Copper to gradually increase to $US13,775 per tonne by Christmas – from $US10,181.5 at present – and to reach $US14,064 by the end of next year. #ASX #Commodities
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MIXED RISK usdebtclock.org Middle East tensions stay high Bitcoin higher Gold at record high Asian markets mixed European markets lower Ukraine - Russia, escalation continues Talk of more China stimulus
France is the country most likely to encounter a government bond crisis in the next two years, topping peers including the UK and US, according to a Deutsche Bank survey bloomberg.com/news/articles/…
Kepler Cheuvreux analyst reiterated a Buy rating and EUR16.10 price target on Carrefour SA (FP) (CRRFY).
Euro Rises Slightly After Spanish Inflation Data wsj.com/articles/asian… via @WSJ
RISK ON End of quarter window dressing Big recovery in Cryptocurrencies Surging electricity demand Trump to avoid government shutdown US labor market doing well Opec+ to raise output again 7 ECB speakers today European pharma firms to invest in the USA Moldova's pro-European…
Jan De Laet retweeted
Je fais partie de ces 93 % — et vous ?
Jan De Laet retweeted
Good Morning from Germany, where Chancellor Friedrich Merz has stumbled badly out of the gate. Just 20 weeks into office, his approval rating has already dropped to 38%.
Crude hitting multi month highs on Middle East war and Ukraine destroying Russian petroleum facilities. Europe to face a very cold winter. More sanctions against Russia and confiscating Russian money Confiscating money is stealing and an act of war.
End of the quarter window dressing boosting world stock markets. A huge quarter for world stocks. Don't worry, be happy.
With US inflation in line with expectations, rate cut hopes revive. Rate cuts will come sooner rather than later.
US Stock Markets TGIF As in any US feel-good movie, a happy ending to another turbulent week for US stock markets Don't worry, be happy
German Chancellor Friedrich Merz threw his backing behind a European Union plan to leverage frozen Russian assets to provide Ukraine with an interest-free loan of nearly €140 billion ($164 billion) to bolster its defense capabilities bloomberg.com/news/articles/…
MIXED RISK Rising crude prices on tensions in the Middle East and Ukraine Israel attacks Yemen NATO to shoot down Russian planes Rising 10-year yields More tariffs again US consumer keeps spending Stronger US dollar German consumer sentiment improves American force TikTok US…
Government stock buying in inelastic stock markets boost certain stocks to unsustainable and unrealistic levels. It starts to look like a Ponzi scheme?
Weak European economy and strong US economy will kill EUR/USD.
Tariffs seems to work quite well for the US economy, looks like Trump was right, and the doomsayers were wrong. Definitely no need for more rate cuts, unless you want to overheat an already red-hot economy
The US economy expanded an annualized 3.8% in Q2 2025, much higher than 3.3% in the second estimate, and marking the strongest performance since Q3 2023. The stronger-than-anticipated figure primarily reflected an upward revision to consumer spending. PCE rose 2.5%, much higher…
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