Economic Outlook - Deflation is impacting the US economy as anticipated [1] - Recent economic narratives may be inaccurate [1] - GDP is projected to increase, leading to higher asset prices [1] Deflationary Factors - Tariffs contribute to deflation [1] - Artificial Intelligence (AI) is a deflationary force [1] - Deportations exert deflationary pressure [1]

I published my analysis back in February explaining why tariffs were deflationary.People mocked and ridiculed me for it. They thought it was some political bias or I had gone crazy.Now the economic data confirms the analysis.Original piece:https://t.co/hlUrRcHv4H ...

Group 1: Market Overview - The analysis covers key market indicators including the Dow Jones Industrial Average, which reflects the performance of 30 significant publicly traded companies in the U.S. [1] - The US Dollar Index Futures are also discussed, indicating the strength of the U.S. dollar against a basket of foreign currencies [1] Group 2: Company Insights - Oracle Corporation's performance is highlighted, focusing on its recent financial results and market position [1] - NVIDIA Corporation is analyzed for its growth trajectory and impact on the technology sector, particularly in graphics processing and AI [1]

There's a lot of big institutions that might even be behind some of this sell-off that want to drive it lower because they want to get in. I think there's huge institutional big money demand to buy Bitcoin. It's just waiting to pounce. And so once that pounce happens, we're going to be at 150. I still think, and the last time I was on, I said I think we'll be at 150 by the end of February. I hate to do it, but facts change, I got to change. I'm going to back it up just a little bit and say I think we'll be ...

The Fed has been behind the curve for years.They incorrectly claimed that inflation was transitory in 2021, they bankrupted banks by raising rates after saying they wouldn’t, and now they are ignoring the incoming deflation.Cut rates. Stimulate the economy. ...

Consumer Price Index (CPI) - China's consumer prices edged up, indicating a slight increase in inflation [1] - Deflationary pressures remain persistent despite the increase in consumer prices [1] Producer Price Index (PPI) - Factory prices experienced a decline, reflecting ongoing deflationary trends [1] Demand Concerns - Weak demand is a primary concern, suggesting potential economic challenges [1]

Core Insights - European firms are increasingly diversifying away from Chinese supply chains due to Beijing's self-reliance initiatives and export controls, which are creating global trade uncertainties [1][3] - China's trade surplus exceeded $1 trillion for the first time in November, driven by increased exports to Europe, Australia, and Southeast Asia, amidst rising diplomatic tensions over trade imbalances [1][2] Trade Dynamics - Chinese exports to the United States fell by 29% year-on-year in November, while exports to the EU increased by 14.8% [2] - The EU's trade imbalance with China has worsened to a ratio of 1:4 in container terms, compared to 1:2.7 in 2019 [2] Economic Challenges - The Chinese economy is facing significant challenges, including 37 consecutive months of factory gate deflation, which contributes to currency imbalances with Europe [3] - Export controls on rare earths and critical materials have led to production stoppages and financial losses for European businesses [3] Supply Chain Strategies - Over 70% of European firms in China have reassessed their supply chain strategies in the past two years, with more than a quarter onshoring within China and 10% seeking alternatives outside the country [4] - Sector-specific trends show that 80% of pharmaceutical firms and 46% of machinery manufacturers are increasing localization, while 33% of IT and telecom firms and 25% of retailers are diversifying away from China [4] Supply Chain Vulnerabilities - Despite the shift, 22% of European firms still rely on critical components from China with no viable alternatives, indicating ongoing supply chain vulnerabilities [5] - The dependency on rare earth magnets is highlighted as a significant concern, with one in three member companies considering shifting sourcing away from China due to export controls [5] Political Context - French President Emmanuel Macron emphasized the critical nature of China's trade deficit with Europe, labeling it "a matter of life or death for European industry," and indicated potential tariff threats to Beijing [6]

China’s consumer price growth edged up in November, in a further sign that deflation is easing even as downward pressures on costs remain widespread https://t.co/SqiBN0Da2n ...

From the Desk of Anthony Pompliano0:00 The Coming Deflation Shock For Lower Interest Rates9:00 The Macro Forces Coming Together To Drive The Market13:12 CZ & Peter Schiff Debate Bitcoin vs. GoldEnjoy! https://t.co/EuTZnWPno7 ...

Deflation is coming.At least that is what @elonmusk is warning.A.I., robotics, and lower energy prices will force interest rates lower. https://t.co/WomOJOflZi ...