Durk Veenstra
durkveenstra.bsky.social
Durk Veenstra
@durkveenstra.bsky.social
beurscommentator RTL Z
Promising.
Announced after European market close. Result should be known before markets open on Monday. Fingers crossed.

on.ft.com/4kTGW33 EU’s von der Leyen says she will meet Trump in Scotland on Sunday
EU’s von der Leyen says she will meet Trump in Scotland on Sunday
European commission president’s trip comes as bloc races to secure trade deal with Washington
on.ft.com
July 25, 2025 at 5:08 PM
Typical reaction to #Moody’s downgrade of United States’ credit rating :
May 17, 2025 at 10:14 AM
Japan bought #Treasuries in March, but China sold big, dropping back behind the UK to third biggest foreign holder
ticdata.treasury.gov/resource-cen...
ticdata.treasury.gov
May 16, 2025 at 8:33 PM
The Art Of The Turn?
April 23, 2025 at 4:59 PM
WSJ. 🔥
April 17, 2025 at 7:42 PM
Another turn. So sad that nobody thought through anything beforehand.
April 12, 2025 at 6:21 PM
So Trump blinked first, in (t)his unsolicited trade war.
April 9, 2025 at 7:57 PM
American investors are being 'liberated' of trillions of dollars.
April 9, 2025 at 7:28 AM
The 'smart money' now realizes their support of Trump wasn't so smart
www.bloomberg.com/news/feature...
‘My Bad’: Bill Ackman Lays Bare Wall Street’s Big Fail on Trump
As trillions vanish from markets, the smart money gets a hard lesson about the president it was betting on.
www.bloomberg.com
April 8, 2025 at 7:23 PM
An accurate description of the madness of Monday trading
So we bounced 8% on a fake headline, sold off when people realized it was fake, and then bounced again when it occurred to people that if we bounced that much on a fake headline imagine how much we'd bounce on a hypothetical real one.
April 7, 2025 at 9:18 PM
Afleiding in deze madness. B&S wint bijna 50%. Hierom :
April 4, 2025 at 12:13 PM
'Een beetje pijn, maar het is het waard' ?
April 4, 2025 at 7:55 AM
Michael Lewis needs no praise, but this is one story you want to read. Oh, and it’s also about government, and what it can do.

www.washingtonpost.com/opinions/int...
Opinion | The free-living bureaucrat
Michael Lewis on Heather Stone of the Food and Drug Administration.
www.washingtonpost.com
March 16, 2025 at 7:25 AM
"We are witnessing a transition from a rules-based system of managed economic integration to one of coerced decoupling, chaotic fragmentation, and economic self-reliance."
trump’s tariff use differing greatly from first term to second

then, it was a negotiating strategy.
now, it’s an effort to reshape the global economic order and america’s place in it.

@projectsyndicate.bsky.social
Trump’s Tariffs Are Not a Negotiating Tactic | by Ian Bremmer - Project Syndicate
Ian Bremmer emphasizes a fundamental difference between the US trade agenda now and during the president’s first term.
prosyn.org
March 13, 2025 at 7:25 PM
Rabobank fileert hier even NSC :
March 12, 2025 at 9:14 AM
Steve Liesman is speaking truth to power.
A top economics reporter goes off script on national TV: “I am going to say this at risk of my job, but what President Trump is doing is insane.”
March 12, 2025 at 8:21 AM
De #ECB verlaagt de rente zoals verwacht met een 'kwartje'. Geen verrassing.
Vraag is vooral wat ze hierna gaan doen. Inflatie blijft dalen, maar onzekerheid en handelsoorlog kunnen roet in het eten gooien.
March 6, 2025 at 1:56 PM
Remarkable resistance to Trump’s tariffs comes from the WSJ. This is from the Editorial Board commentary:
March 4, 2025 at 11:59 AM
Oops.
February 28, 2025 at 5:08 PM
Reposted by Durk Veenstra
COLUMN: What Ukraine has is scorched earth; what it doesn’t have is rare earths.

Surprisingly, many people — not least, US President Trump — seem convinced the country has a rich mineral endowment. It’s a folly.

[FREE TO READ]

#Ukraine @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Rare Earths in Ukraine? No, Only Scorched Earth.
President Trump’s fixation on extracting elements from the war-torn nation is an illusion.
www.bloomberg.com
February 19, 2025 at 9:08 AM
Reposted by Durk Veenstra
Portuguese editorial cartoonist Zez Vaz reaches back to Tiananmen Square to call on American defiance.
February 15, 2025 at 1:43 PM
Mandatory weekend reading abt #Meta and #X
New

The coming battle between social media and the state

Behind the alignment of X and Meta with Trump is a cold business logic — and a position of weakness rather than strength

By me, in todays @financialtimes.com

www.ft.com/content/917c...
January 11, 2025 at 10:36 AM
American payrolls coming in 'way too hot' , despite still high interest rates:
Employment grew with 256 thousand jobs, instead of expected 160k.
Good economic news (nice parting shot for Joe Biden ;)
but bad for stock markets expecting interest rate cuts...
January 10, 2025 at 1:41 PM