Me and Tim jumped on for the pre-US open update again...

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What we chattin' about this time?

💥 The EU has to move the debt goalposts... again

💥 Is the North/South divide in Europe over?

💥 Is uranium heading to the moon?

💥 The U.K. growth rate... will it *really* bounce back?

💥Canadian corporate debt - is it a big a problem?

Some context...

The Draghi factor
By taking charge in Italy, the former ECB chief could transform the European economy.
Uranium stocks surge after Cameco’s Q4 beat, upbeat outlook (NYSE:CCJ)
Cameco (NYSE:CCJ)+6.3% pre-market, poised to open at a 52-week high, after reporting a surprise Q4 profit and better than expected revenues.Other uranium stocks on watch include DNN...
Bank of England chief economist predicts Britain will roar back
In an exclusive article for the Daily Mail, chief economist Andy Haldane insists the public are ‘desperate to get their lives back’.
Canadian Corporate Debt: Adding Another Layer of Risk


Spendy, spendy, spendy... if you're poor


This chart sums it up...

The rich just aren't spending as much as poorer households...

They just don't need to.

How people still reckon the inflation story can still take hold with this being the facts is beyond me...

The rich will invest a higher proportion of their income, which doesn't exactly contribute to a higher consumer price index measure of inflation...

And the poorer households' effort have a smaller impact since it's less cash being spent full stop...

Combine that with the bad employment data and things ain't looking too rosy for the belief that inflation will be born through a quick economic recovery.

But talking of spending...

If you're a business and want people to spend their crypto gains💎🤲 on your products, then join Utrust.

It makes sense.

They're the only crypto project that I see as being 'long convexity'...

What's that?

This article explains it.

Short Convexity
Every team that has fundraised through a token in the last 5 years has signed up for an experiment in fundraising, cash flow generation (or lack thereof), and treasury management. And there’s a big…

And if you want to trade crypto, then take a look at Equos, our other partner...

They're doing all the right things in the space by focusing on what the institutional conditions should be, and opening that up to retail.