Investors: Time to change everything скачать в хорошем качестве

Investors: Time to change everything

Boost your portfolio with Synapses! 📊 Exclusive analyses to inform your market decisions. 🎙 Interactive livestreams with insights from our expert partners. 💶 Lists of promising stocks to seize growth opportunities. 📝 Lists of strong convictions on the European 🇪🇺 and American 🇺🇸 markets. Discover all our offers here: 👉 America First (U.S. Top Picks): https://synapses-investir-top-picks-u... 👉 Top Picks Strategy (U.S. and Europe): https://synapses-investir-tous-top-pi... 👉 Synapses Live +: https://synapses-live-plus.carrd.co/ 👉 All our offers: https://dynamisez-votre-portefeuille.... 👉 Our newsletter: https://newsletter-synapses.carrd.co/ 00:00 – Why are the markets panicking? 00:51 – Trump relaunches a trade war: what is he really after? 06:15 – What if it's just leverage to buy U.S. debt? 07:35 – The real objective: lowering 10-year yields? 09:14 – Who can (wants to) still buy US debt? 10:33 – Why is Trump targeting Asia so violently? 13:40 – How can we explain the rise in US yields? 14:05 – China's sales of US debt: a turning point? 16:16 – Are we witnessing a historic tipping point? 22:10 – Is China winning the technological battle? 24:00 – Which countries will fall into line... and which will reorient themselves? 25:00 – Should we acknowledge the end of US economic supremacy? 29:18 – Can the Fed still intervene to save the situation? 30:25 – Are the markets really cheap after the decline? 31:35 – Which indices are holding up better? 32:20 – Is Powell preparing a strong return to monetary support? 35:14 – Can companies withstand this new shock? 38:48 – Will earnings plummet? And for how long? 41:30 – And what about Europe? What room for maneuver does it have? 43:56 – What asset allocation should we prioritize? 49:23 – Vincent's recap Broadcast recorded on April 9, 2025 (Editor's note: This interview with Vincent Mortier was recorded on April 9, a few hours before Donald Trump (partially) reversed his tariffs, triggering a huge rebound on Wall Street and then on global stock markets. We decided to broadcast it because it addresses fundamental questions that are more crucial than ever for anyone wondering about the long-term consequences for investment strategy.) Donald Trump's announcements of a massive tariff hike on April 2—which he himself described as "Liberation Day"—sent an immediate shockwave through the financial markets and a veritable standoff with China. By reviving the logic of trade confrontation, the American president reignited global economic tensions. As a result, global stock indices lost ground, some dropping nearly 10%. The signal sent by the US bond market is just as decisive, as Vincent Mortier, Chief Investment Officer at Amundi, emphasizes in this interview. Beyond trade tensions, provocations, and Donald Trump's reversals, according to Vincent Mortier, there are far more structural challenges threatening the US economy: colossal debt to finance, global geopolitical rebalancing, sustained pressure on US interest rates, and fanciful industrial transformations. But above all, there is the existential concern of a China on the verge of overtaking the United States. All these factors could signal a reconfiguration of the world order. Are we on the cusp of a major strategic turning point, not only for the United States and China, but also for the entire global economy? While addressing the challenges of the current geopolitical turmoil, Vincent Mortier also takes a step back to anticipate long-term transformations. In a rapidly changing world, Vincent Mortier redefines the new guidelines that should guide investors in managing their asset allocation. The goal: to overcome current volatility to better anticipate long-term structural transformations. According to him, a profound shift in the balance of equity markets is underway. 📹 @Synapses shows to rewatch    • Bitcoin : la méthode ultime      • Bourse : le danger se précise !   🔔 🙏 Subscribe to @Synapses Give us a thumbs up if you like @SynapsesYT content. Comment, react to @Synapses shows, and engage in discussion in the comments section below the video. Don't miss any of our future videos by subscribing to our channel and enabling notifications (click the bell) to be alerted to each new post. #investment #synapses #stock market #stock market2025 #yield #savings #investment #portfolio #invest