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07.01.26 - 22:39
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Math Of A Debt Trap: Who′s Gonna Bail First - US, UK, Or EU? (ZeroHedge)
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Math Of A Debt Trap: Who's Gonna Bail First - US, UK, Or EU?
Authored by Alasdair Macleod via VonGreyerz.gold,
Stagnating economies, together with high government debt loads, inevitably create funding crises and debt traps. Nowhere is this problem more destructive than for the fiat dollar.
But it's not just the dollar. Economies in the Eurozone and the UK have insufficient growth to support their colossal mountains of government debt. In this article, I explain the mechanics of a debt trap. And how a combination of rising interest rates reflecting growing risk and stagnating economies bring on debt traps, leading to yet higher interest rates making the situation even worse.
My memory is of the sterling crisis in 1976, when the IMF bailed out the British government, and the Bank of England had to fund medium-term debt with gilt coupons of over 15%. The Labour government was forced to cut its spending to resolve the situation. So I have a question for today: who is going to bail out first, the...
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07.01.26 - 17:12
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Stellantis: Katastrophale Zahlen – Output auf Niveau der 1950er (Der Aktionaer)
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Schon am Aktienkurs lässt sich erkennen, dass es bei Stellantis alles andere als rund läuft. Vom Allzeithoch im April 2024 hat das Papier der Opel-Mutter rund zwei Drittel verloren. Neue Zahlen untermauern nun den Ernst der Lage: Der Output der italienischen Werke lag im Jahr 2025 auf dem Niveau der 1950er-Jahre....
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05.01.26 - 13:12
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Stellantis Overweight (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für Stellantis auf "Overweight" mit einem Kursziel von 10 Euro belassen. Jose M Asumendi favorisiert im Automobilsektor mit Blick auf 2026 Premium-Hersteller gegenüber Massenproduzenten. ......
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04.01.26 - 22:18
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Detroit Tries To Balance Gas-Powered Profits While Staying Competitive With China′s EV Surge (ZeroHedge)
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Detroit Tries To Balance Gas-Powered Profits While Staying Competitive With China's EV Surge
U.S. automakers are quietly pivoting back toward what they know makes money: large gasoline vehicles. Selling trucks and SUVs is now the fastest path to higher profits, especially as government pressure to push electric vehicles has weakened. Trying to maximize profits from gas cars while keeping pace in EV technology is proving extremely difficult, according to a new writeup from the Wall Street Journal.
Recent policy changes strongly favor gasoline models. Fuel-economy rules have been softened, penalties for missing targets have disappeared, EV tax credits have expired, and California can no longer impose its own emissions standards. EV momentum has cooled worldwide as well, with Europe, the U.K., and Canada also retreating from aggressive mandates. BloombergNEF projects U.S. EV sales will drop 24% in Q4 2025 from the year before.
Automakers are responding quickly. GM, Ford, and Stellantis have anno...
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