In MACRO NEWS, we see what Trump-Vance could look like, Trump's calls for Taiwan to pay, what was and wasn't said in the King's speech, the effect of imminent rate cut hopes receding and the reality of clean energy. In BUSINESS, EMPLOYMENT & CONSUMER TRENDS, the Red Sea issues continue to have repercussions, Prologis spots an interesting trend, Roche's weight-loss pill gets closer, Amazon workers in Cov don't unionise, Microsoft cuts its D&I team and we look at how consumers are spending money on homes and EVs. In TECH NEWS, China moves to create a socialist AI, chip stocks take a hit and bitcoin miners try to benefit from AI. In M&A NEWS, EssilorLuxottica buys Supreme and Pernod Ricard offloads a lot of wine. AND FINALLY, I bring you a clever (yet simple) life hack...
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