2025: The Year Of Our Lord.

[mervyn]

Electing Trump instead of Biden is net bullish for real GDP and SPY long term because fewer regulatory constraints on aggregate supply. Shorter term there may be a panic sell off.

no, that’s the assumption, all legislations have a sunset clause, so in long term we just don’t know.

 

[iprph90]

both are incorrect. japan debts are held by domestic insurance companies, that’s true to only a certain extent. japanese banks and insurance companies are in turn lend the money and/or invest the funds overseas. us debts are held mainly by domestic as well, and invest the money inside the us.

Only 13.5% of JGBs are held by foreign investors as of 12/2023.

$161.56 billion of Japanese foreign direct investments (FDIs) in 2022 includes investments made by Japanese banks and investment companies.

Yes, while both Japan and the U.S. have substantial domestic ownership of their respective debts, both countries also engage in overseas investments......The key difference lies in the amount of debt held domestically versus by foreign entities and the scale and direction of their international investment activities......These nuances are important to consider when comparing the debt structures and investment strategies of the two countries.

 

[Windlesham1]

View attachment 343062

I'll take 'disgusting lies spread by MAGA morons for $1 million please'

 

[volpri]

Such pessimism.

 

[poopy]

A show of hands for allowing Trump to run your trading book.

It's not a political thread... the guy is a r******* psychopath.

 

[Snuskpelle]

What's your reasoning on Ukraine falling in 2025? The wrecked energy infra?

 

[poopy]

Trump winning after the disastrous first debate. A cessation of all US weapons aid and support.

 

[Darc]

Problem is who the Dems gave the nomination to and who his Deputy is. Is Harris electable? I would've thought not.

Trump is going to destroy position and swing trading. Everyday will have to be taken on its own due to the Volatility imo.

If Trump gets full power to control Monetary Policy, wow!

 

[poopy]

Newsom, but he would want his own VP-pick and it can't be Harris. They would lose Cali's EC votes.

 

[vanzandt]

Problem is who the Dems gave the nomination to and who his Deputy is. Is Harris electable? I would've thought not.

Trump is going to destroy position and swing trading. Everyday will have to be taken on its own due to the Volatility imo.

If Trump gets full power to control Monetary Policy, wow!

Brits: