⚠ Bloomberg Top Forecasters Q4 2025 ⚠ ➡ I ended the year ranked as Bloomberg’s: 🏆 Top Forecaster of the 🇺🇸 Economy (13th time in 14 years) 🏆 Top Forecaster of the 🇪🇺 Economy (8th time in 11 years) 🏆 Top Forecaster of the 🇨🇳 Economy (6th time in 9 years)

⚠ #WeekAhead #Preview: Week 25 (2026) ⚠ 🇺🇸 🇯🇵 🇬🇧 🇦🇺 🇨🇭 #Fed, #BOJ, #BOE, #RBA and #SNB Meetings 🌎 #G7 Summit 🇬🇧 U.K. Vote 🇬🇧 🇯🇵 U.K. and Japan CPIs 🇨🇳 Chinese Data 🇪🇺 #ECB Wage Tracker ... christophe-barraud.com/week-…

🇺🇸 #Weekahead | Between Trump and a hard place: #Fed chair Warsh to lead first rate meeting – France 24 france24.com/en/live-news/20…

🌎 #Weekahead | Fed and BOE Stay Guarded After 100 Days of Iran War - Bloomberg bloomberg.com/news/articles/…

🇺🇸 🇮🇷 Trump Says He’ll Sign Deal With Iran to Reopen Hormuz Sunday - Bloomberg bloomberg.com/news/articles/…

🇯🇵 🇨🇳 Japan to explore rare-earth mining in Greenland to cut China reliance - Nikkei asia.nikkei.com/politics/int…

🌎 #Weekahead | Week in Focus 15-19th June 2026: Highlights include Fed, BoJ, RBA, BoE, SNB, US Retail Sales, Japan CPI, UK Inflation and UK Jobs - Newsquawk newsquawk.com/daily/5620-wee…

Where the hidden AI liabilities are: $1.8TN in off balance sheet operating leverage ($1TN in purchase commitments and $0.8TN in lease commitments): obligations hidden in space $520BN in deferred earnings masking earnings hit from spending happening now: costs hidden in time

How fast is AI debt rising? In Q3 '25 total hyperscaler IG leverage was 0.9x. 6 months later it is 1.8x, bigger than all of Energy. It is rising at more than 0.3x turns per quarter (and that excludes SPVs). In one year, hyperscalers will have the highest leverage ex utilities

🇺🇸 The market's view on the U.S. dollar has shifted dramatically ⚠ According to the latest CFTC positioning data compiled by Bloomberg, hedge funds, asset managers, and other speculators have accumulated approximately $27.8 billion in bullish U.S. dollar positions — the highest level since February 2025. ➡ What's driving the move? • Rising geopolitical tensions have reinforced the dollar's safe-haven appeal • Stronger U.S. economic data continues to support the currency • Investors are positioning for a potentially prolonged period of dollar strength ➡ While narratives around de-dollarization continue to make headlines, capital flows tell a different story: when uncertainty rises, global investors still turn to the U.S. dollar. ➡ The key question for investors now is whether this positioning marks the beginning of a sustained dollar uptrend or a crowded trade vulnerable to reversal. 🚨 What is your outlook for the USD in the second half of 2026? *Bloomberg link: bloomberg.com/news/articles/…

🇪🇺 #Weekahead | Forward look: 15 – 28 June 2026 - European Council consilium.europa.eu/en/press…

🇪🇺 The #weekahead 15 - 21 June 2026 - European Parliament europarl.europa.eu/news/en/a…

🇺🇸 🇮🇳 US, India to tackle trade at G7 but deal not imminent, US officials say - Reuters reuters.com/world/europe/tru…

🇩🇪 #Germany to Grow in 2026 as Spending Offsets War, Bundesbank Says - Bloomberg bloomberg.com/news/articles/…

🇯🇵 #Weekahead | Bank of Japan set to hike rates to 31-year high, drop hawkish signals - Reuters reuters.com/business/finance…

⚠ Top 10 Macro/Financial Charts of the Week – w24 (2026) ⚠ *HT @zerohedge, @WallStJesus #SpaceX #AI #Hyperscalers #Leverage #Debt #China christophe-barraud.com/top-1…

🌎 Charting the Global Economy: War Pushes Up Prices, Dents Growth - Bloomberg bloomberg.com/news/articles/…

🇺🇸 Wall St #WeekAhead Newly led Fed poses wildcard for rockier US indexes - Reuters reuters.com/business/finance…

🇨🇳 #China Maps Out Heavy‑Truck Electrification Push With 40% Goal - Bloomberg bloomberg.com/news/articles/…