BREAKING 🚨: China Chinese Stock Market is now on track for 12 consecutive red weeks, its longest losing streak in history 📉📉

Les célèbres champs violets de l'abbaye de Sénanque, en Provence, ne sont pas vraiment de la lavande. C'est surtout du lavandin, cultivé par des moines. Six d'entre eux vivent encore derrière ces murs du XIIe siècle. L'abbaye se cache dans un vallon près de Gordes, dans le Vaucluse. Elle est fondée en 1148 par des moines cisterciens venus de l'abbaye de Mazan, en Ardèche. Les cisterciens vivent dans le silence, entre la prière et le travail des mains. Leur église, leur cloître et leur dortoir sont arrivés jusqu'à nous presque sans retouche. En 1544, pendant les guerres de Religion, les Vaudois, des chrétiens ralliés aux protestants, incendient une partie de l'abbaye. À la Révolution, en 1791, elle est saisie et vendue par l'État. Son acheteur la sauve de la démolition. En 1857, l'abbé de Lérins, un monastère sur une île au large de Cannes, la rachète. Les moines reviennent. Ils repartent, reviennent encore. Depuis 1988, une petite communauté y vit de nouveau. Ils prient, font du miel et cultivent le lavandin. Huit siècles après sa fondation, la carte postale de la Provence est d'abord un champ cultivé par des moines.

🇪🇺 Euro-Zone Slowdown Will Help Keep ECB Rates on Hold for Now - Bloomberg bloomberg.com/news/articles/…

🚨 For the first time in history, Chinese automakers have outsold their Japanese rivals in Europe over an entire quarter ! 🇨🇳 In September, Chinese brands accounted for 12.7% of European car sales, compared with 11.9% for Japanese automakers, with registrations nearly doubling year-over-year. BYD, Chery, and their competitors are now gaining market share at an extraordinary pace and their success is no longer driven solely by electric vehicles. 📊 In October 2024, the European Union introduced additional tariffs of up to 35.3% on Chinese-made battery-electric vehicles, on top of the standard 10% import duty, but hybrids were not covered. Chinese automakers quickly accelerated their expansion into this segment which is attractive to European consumers who remain hesitant about going fully electric. As a result, their share of European hybrid sales has surged to ~32% while hybrid technology has historically been one of the Japanese auto industry's greatest competitive advantages. 🇪🇺 China is no longer competing with Western automakers solely on price, it is now challenging them directly in their own strategic segments. With highly integrated supply chains, significant expertise in battery manufacturing and the ability to develop new models at remarkable speed, Chinese brands enjoy substantial competitive advantages. Meanwhile, European manufacturers must finance their technological transition while facing increasing pressure on volumes and margins. ⚠️ Brussels is now trying to restrict Chinese hybrid imports but tariffs cannot restore an industry's competitiveness. BYD is already developing manufacturing operations in Hungary, Chery is preparing production in Spain, and Leapmotor is leveraging Stellantis' European factories. If Europe taxes cars manufactured in China, Chinese automakers can increasingly manufacture those same vehicles directly in Europe. ➡️ Europe can keep raising trade barriers but protecting a market has never been enough to make an industry competitive. *Bloomberg link: bloomberg.com/news/articles/…

China's 2008 is happening now. Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record. This marks a deterioration from a -20% YoY decline in the first 8 months of 2026. The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic. Property investment in China has now contracted every month since 2022, its longest declining streak on record. For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth. China's property sector is experiencing a historic downturn.

Un fonds australien achète de nouveau des obligations tricolores, Goldman Sachs juge "excessif" l'écart de taux entre la France et l'Allemagne: la pression des marchés sur la dette française est-elle exagérée? l.bfmtv.com/uNvM

🚨 Il y a un an, nous tirions la sonnette d’alarme au sujet du financement de l’IA. ⚠️ Aujourd’hui, les marchés doutent d’un modèle qui va jusqu’à fragiliser le financement des États. Éclatement d’une bulle ou vrai tournant ? Notre analyse gratuite : finnekoprgrm.substack.com/p/…

Comment démonter l’argumentaire gauchiste qui consiste à vouloir supprimer toute sélection à l’université ? Tout simplement en posant une question : comment fait-on pour accueillir autant d’étudiants dans telle ou telle fac ? 👀

plutôt aie aie !

Algunas certezas sobre el regreso de María Corina Machado. -Esto tomó por sorpresa a todos, incluido Miraflores y La Casa Blanca. -Su retorno no es el resultado de las negociaciones, es el resultado de su decision de regresar a Venezuela, que es su lugar del mundo donde su vida tiene propósito. -El Gobierno de Estados Unidos no impidió su retorno, pero tampoco lo facilitó, sino habría regresado por Maiquetia y posiblemente acompañada por un funcionario de la administración Trump. -Su regreso a Venezuela es el hecho político más importante después del 3 de enero, y tendrá consecuencias. -Machado, con su indiscutible liderazgo tiene la legitimidad y, sobretodo, la responsabilidad de liderar el proceso de transición a la democracia en Venezuela. -Machado se convierte en un catalizador de un proceso que el gobierno de Delcy solo podría frenar con represión, para lo cual, como es sabido, necesitaría el aval del gobierno de los Estados Unidos. En lo personal, veo difícil que en medio de la actual coyuntura política de los Estados Unidos, a menos de 15 días de las elecciones de mid-term, y aun después de estas, avalen un proceso de control represivo que se convertiría en la noticia dentro y fuera de Venezuela. La alternativa: Una clara ruta electoral e irreversible que garantice un cambio político en Venezuela, que es lo que todo el país reclama.

Debt doesn't matter. Until it does. France's 10-year bond yield has surged above 5%, the highest since 2002, while its borrowing cost premium over Germany has reached levels last seen during the European debt crisis. Years of reckless deficit spending are finally catching up.

Is this shaping up to be one of the biggest prediction market whiffs of all time?