@lucapaolini
@lucapaolini.bsky.social
Good deal for the #EU? EU exports to US will be taxed 4X more than before. Europe (and Japan) will pay for the newly announced tax cuts for wealthy Americans and US corporations. #useutradedeal
July 28, 2025 at 5:25 PM
Good deal for the #EU? EU exports to US will be taxed 4X more than before. Europe (and Japan) will pay for the newly announced tax cuts for wealthy Americans and US corporations. #useutradedeal
The #GreatConvergence will be the dominant feature of economies and markets in the years ahead. More in our #PAMSecularOutlook
#multiasset. am.pictet.com/us/en/invest...
#multiasset. am.pictet.com/us/en/invest...
Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
We anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset...
am.pictet.com
July 10, 2025 at 1:57 PM
The #GreatConvergence will be the dominant feature of economies and markets in the years ahead. More in our #PAMSecularOutlook
#multiasset. am.pictet.com/us/en/invest...
#multiasset. am.pictet.com/us/en/invest...
UK US #TradeDeal is a car for meat deal. A wasted opportunity not a breaktrough, with no political winners.
May 9, 2025 at 11:18 AM
UK US #TradeDeal is a car for meat deal. A wasted opportunity not a breaktrough, with no political winners.
#CapitulationDay. Markets are merciless against policy adventurism. #Truss yesterday, #Trump today. What next? The circus is over but the global economy is still worse than a month ago. Some damage cannot be undone. The travel from panic to excitement may be too short to be true. #tradewar
April 10, 2025 at 7:12 AM
#CapitulationDay. Markets are merciless against policy adventurism. #Truss yesterday, #Trump today. What next? The circus is over but the global economy is still worse than a month ago. Some damage cannot be undone. The travel from panic to excitement may be too short to be true. #tradewar
investors assumed #Trump would never allow a #stockmarketcrash on his watch. They were wrong or Trump’s watch is broken. Good luck everyone. Good luck America.
April 4, 2025 at 6:00 PM
investors assumed #Trump would never allow a #stockmarketcrash on his watch. They were wrong or Trump’s watch is broken. Good luck everyone. Good luck America.
Jobs are not “stolen” but “lost” when countries stop being good enough at what they are doing. #Tariffs do not make you better - they give you the illusion they do. And in the end, more jobs will be lost. #RetaliationDay will follow #LiberationDay.
April 2, 2025 at 8:39 PM
Jobs are not “stolen” but “lost” when countries stop being good enough at what they are doing. #Tariffs do not make you better - they give you the illusion they do. And in the end, more jobs will be lost. #RetaliationDay will follow #LiberationDay.