MEXICAN PRESIDENT SHEINBAUM: WE ARE GOING TO GIVE AN INTEGRAL RESPONSE TO TARIFFS AFTER APRIL 2
Day: March 27, 2025
📰 FERRARI NV – TO UPDATE COMMERCIAL POLICY DUE TO NEW US TARIFFS FERRARI NV – COMMERCIAL CONDITIONS UNCHANGED FOR FERRARI 296, SF90, AND ROMA FERRARI NV – PRICE INCREASE UP TO 10% FOR REMAINING FERRARI MODELS
FERRARI NV – TO UPDATE COMMERCIAL POLICY DUE TO NEW US TARIFFS FERRARI NV – COMMERCIAL…
📰 $NVDA – NVIDIA WILL ANCHOR COREWEAVE DEAL AT $40/SHR WITH A $250 MLN ORDER – CNBC CITING A SOURCE
$NVDA – NVIDIA WILL ANCHOR COREWEAVE DEAL AT $40/SHR WITH A $250 MLN ORDER – CNBC…
📰 U.S. AUTO STOCKS SLIDE AFTER TRUMP UNVEILS 25% TARIFF ON IMPORTED VEHICLES FORD SHARES DOWN 1.6%, GENERAL MOTORS DOWN 9.1%
U.S. AUTO STOCKS SLIDE AFTER TRUMP UNVEILS 25% TARIFF ON IMPORTED VEHICLES FORD SHARES DOWN 1.6%,…
📰 CRYPTOCURRENCY HOLDINGS OF US COMPANIES Here is a list of companies in the United States that have bitcoin and other digital currencies on their balance sheet as of December 31, 2024. 🔸 Strategy ( $MSTR): $23.91 billion 🔸 MARA Holdings ( $MARA): $3.22 billion 🔸 Riot Platforms ( $RIOT): $1.65 billion 🔸 Coinbase ( $COIN): $1.55 billion 🔸 Tesla ( $TSLA): $1.08 billion 🔸 CleanSpark ( $CLSK): $929.1 million 🔸 Block Inc ( $XYZ): $792.3 million
CRYPTOCURRENCY HOLDINGS OF US COMPANIES Here is a list of companies in the United States that…
📰 BERNSTEIN SAYS TARIFFS ‘DO NOT BREAK THE FERRARI STORY’ 🔸 Ferrari, which builds all its cars in Italy, faces Trump’s 25% import tariff. However, wealthy U.S. buyers can absorb higher prices. Most U.S. Ferrari buyers already own multiple Ferraris, so rising values offset costs. Potential tax cuts and interest payment deductions could further help. Despite the tariff jump from 2.5% to 25%, demand remains strong, and even double-digit price hikes won’t deter collectors. Reiterating $575 price target & Outperform rating.
BERNSTEIN SAYS TARIFFS ‘DO NOT BREAK THE FERRARI STORY’ 🔸 Ferrari, which builds all its cars…
📰 📊 GOLD PRICE FORECASTS FOR 2025 & 2026 HSBC: 🔸 2025: $2,687 🔸 2026: $2,615 🔸 End-2025: $2,620 Deutsche Bank: 🔸 2025: $2,725 🔸 2026: $2,900 ANZ: 🔸 2025: $2,763 🔸 2026: $2,795 🔸 End-2025: $2,900 Macquarie: 🔸 2025: $2,951 🔸 2026: $2,675 Goldman Sachs: 🔸 2025: $3,300 UBS: 🔸 End-2025: $3,000 BofA: 🔸 2025: $3,063 🔸 2026: $3,350 JP Morgan: 🔸 2025: $2,863 🔸 2026: $3,019 🔸 Q4 2025: $3,000 Morgan Stanley: 🔸 2025: $2,763 🔸 2026: $2,450 Citi Research: 🔸 2025: $2,900 🔸 2026: $2,800 🔸 0-3 Months: $3,200/oz 🔸 6-12 Months: $3,000/oz 🔸 End-2025: $3,500
📊 GOLD PRICE FORECASTS FOR 2025 & 2026 HSBC: 🔸 2025: $2,687 🔸 2026: $2,615 🔸…
BAFTA TV Awards Snubs & Surprises: ‘Day Of The Jackal’ Frozen Out; Record Year For Disney+; ‘Supacell’ Makes Drama Series Cut
The BAFTA Television Awards nominations have landed and, as always, there were a few eyebrow raisers…
📰 TRUMP’S 25% AUTO TARIFF IMPACTS: 🔸 100% Imported: Audi, Porsche, Ferrari. 🔸 BMW & Mercedes: ~25% of sales in U.S.; ~50% of U.S.-sold cars assembled locally, but key parts imported. 🔸 Stellantis: ~50% of revenue from U.S.; ~60% of U.S. vehicles assembled locally, high exposure to demand drop. 🔸 Volkswagen: U.S. = mid-teens % of sales; most parts sourced in North America. 🔸 Renault: No U.S. exposure.
TRUMP’S 25% AUTO TARIFF IMPACTS: 🔸 100% Imported: Audi, Porsche, Ferrari. 🔸 BMW & Mercedes: ~25%…