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It's time to long US and short EU stocks, according to BNP. They argue that the trade war and crowded positioning in EU stocks raises the potential for a major reversal of flows

00:01 - 10/02/25

 

 

Gold and some commodities overall benefited from recent global trade tensions. On the other side, the Nikkei, FTSE 100 and crude oil were not thrilled

 

The imbalance that lies at the heart of global trade

 

 

 

Only 18.4% of US mortgages have an interest rate above 6%.

 

 

The rumor: "letting go of some federal government employees could push up unemployment by a lot"

 

 

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