#ForexChief #Amazon #Fed #ECB #Macron #Powell #WallStreet #ChristineLagarde #Biden⠀
🔝 Five «non-market» events that could «break» the markets⠀
🚀 If it seems to you that 2022 cannot surprise you with anything, then we offer several interesting scenarios.
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Bezos will return to Amazon
Bezos resigned from company management last summer to focus on space projects; at that time, AMZN's share price had gone above $3800. Alas, under the leadership of Andy Yassi, labour costs are rising, sales growth is slowing down and the rate will continue its third wave of decline below $ 3400. So it's time for Jeff to get back to earth.
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Change of leadership of ECB
Christine Lagarde as head of the ECB is an absolutely «political» option and an unfortunate one. The European economy is unstable, energy crisis has not been stopped, and commodity logistics have failed. If inflation in Germany reaches 7-8% (now 5%), then new German Chancellor Olaf Scholz will demand the replacement of Lagarde calm internal public opinion.
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Russia and China unite
While the West is distracted by bluffs with Ukraine and gas blackmail, global neighbours are concluding a geopolitical (and economic!) Deal. This option is not even considered by the US yet, but it is quite likely, that a possible catastrophe in the dollar will bring down markets on both sides of the Atlantic.
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France will change the president
European investors are still confident that Macron will be re-elected, but for more than 15 years no French leader has remained for a second term. France is now the largest debtor in Europe and any political instability will cause panic in the debt markets.
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Fed policy crisis
Inflation in the US has already reached 6.2% and continues to rise. If Powell insists on raising rates,
Biden may decide to replace the head of Fed − an increase in bond yields and a fall in Wall Street are guaranteed. And then, to control inflation, the White House will need time and a lot of new «inflationary» dollars.
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Fantasy? Time will tell!
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Profits to y’all!