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@@ -20,6 +20,7 @@ Is crypto the equivalent of the german stock market during weimar ? probably yes
- value/grow spread largest in 40 years
- Humanoid robot theme meme wave
- Bond 3std move in 2025?
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# ITPM 2025 outlook
- Trump leading to deascalation, notably russia ukraine - Russia oil could come back on international markets
@@ -32,7 +33,7 @@ Is crypto the equivalent of the german stock market during weimar ? probably yes
- Inflation still historically high - Trump admin is inflationary
- 10/2y as steepened/normalised
- 80 lvl on UMCSi coincide with above 2% GDP growth
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+- Energy cost
# Alex notes