Member Info for Xhita

That's absolute nonsense. The role is not to look at the current situation but to steer a course using all the facts available. The tariffs are going to create substantial inflation within the America manufacturers and he is absolutely correct to be waiting to see just how huge that is before acting.

Powell was put in role by trump then extended by Biden so if it's political trump is pretty stupid for appointing him. The FOMC obviously weren't convinced that the current situation will last and it's highly unlikely to in my opinion.

It doesn't matter the lies that trump tells about the economy, his fantasies cannot shape economic policy.

It's going to get very rough for Americans and having a drop now and a double increase in 2 months just supports instability.

In January easyjet hedge on fuel H2 2025 was 64%. It will be around 90% hedged.

I don't think anyone is arguing about the commercial performance of easyJet.

The collapse of the US economy looks inevitable, it's how the investor landscape responds that's the big question. Don't forget that the big investors invest globally. They may very well have to move funds to support other areas.

Looking at the maturing bonds. June is a real problem with $6 trillion debt maturing. Only 4 months contracts are being filled now as the kick the can down the road gambling things will be better later this year.

The risk time is June to October where there's real risk of default within America. $12 trillion of debt matures in that window.

If China and Japan don't show up and tourism and exports are trashed the interest rate could go sky high and America simply can't afford that.

it makes a lot of sense. investors are quite rightly in cash at the moment. i have traded the volatility a bit but right now i hold just around £100k of easyjet down from 100000 shares.

i hold £92k of bae and that's it at the moment. i have taken £400k off the table and many others will have done the same.

easyjet will perform very well but commercially but there are many uncertainties beyond that given the ****show in the us. the decline of the us this year will have an impact on investors globally.

we are seeing a divergence in the us and european uk markets. the last 5 years or so the us top shares have grown twice as fast as the uk. we'll see a correction now and we may see us investors coming for that.

my advise is stay in the game with what you can afford to write off and hold cash to trade the volatility.

I have no doubt the business will perform strongly. The doubt is just how the stock market will value it.

Plenty to like about this share and it's exposure to Europe.

There's a lot of global uncertainty and a lot of uncertainty about the UK path and role in global order.

The weakness is justified for sure. easyJet can only achieve maximum performance within their marketplace. I think that we can all feel certain that they will continue to do that.

The thing that drives the share price is not the commercial performance but the share environment. Volatility is a massive problem and whilst traders like it investors don't especially when it's responding to illogical and self destructive events from Washington.

If the whole market is down easyJet is down and that's how it is.

easyJet aren't going to make sustainable gains in share price in this environment because the tolerance for risk is so low.

This year so far I have taken €170000 off the stock market table and I have just £100k in easyJet and £80k in BAE.

My other investments are 100% trump proof.

Commentators had already flagged the rate cut here to offset some of the tariff pain. However the pain is very specific and whatever is felt here in Europe it's 10 X worse in the US.

I spoke with my sister yesterday. She lives in New Mexico. She says there's a lot of unhappy angry people.

She is trying to get a visa for Spain.

The US situation is very volatile because of concern and manipulation of debt bonds. As predicted it's extremely difficult to place debt in anything but short term auctions. Yesterday an auction raised $60bn maturing end of August this year at 4.5%. They had an oversubscription of around $100bn.

The concern is the US has more than $10 trillion recurring ending this year in addition to new debt. I can see that they can kick the can down the road a bit but interest rates aren't coming down and the annual interest is currently $1.2 trillion a year. The defence budget is $1 trillion.

China has bought more US debt in February and march apparently. This is despite official holding coming down.

They seem to be buying through several banks but they act as one. Potentially they have $1.1 trillion currently.

I don't think that they will directly weaponise the debt but we have definitely seen destabilising actions probably from Canada or Japan.

US exports and tourism income will be destroyed this year. US theme parks will be very quiet as recession bites and visitors stay away.

Https://www.baesystems.com/en/article/bae-systems-continues-building-critical-structures-for-columbia-class-submarine

Https://www.baesystems.com/en/article/us-army-awards-bae-systems-162-million-contract-for-new-m777-structures

88% of republicans want manufacturing in America.

12% are wanting to work in a factory.

6% are prepared to pay more for US made goods.

0% are prepared to work for minimum wage which is already 7 times the wage in Cambodia.

Do the maths. 500000 current factory vacancies.

No infrastructure, no supply chain, no skilled tooling, no investment case.

You mean 48.5% of the voters. It's not clear that they even read Mein Kampf from Trump. Many seem dismayed at what they voted for. They didn't realise that the republican party had been hijacked by extreme fascists. The definition absolutely fits their actions.

Trump didn't tell the truth obviously as he lies multiple times each day and then it's repeated in the propaganda.

America, even those who voted for trump didn't vote to work on a factory. Didn't vote for economic ruin, didn't vote for loss of freedom, didn't vote for theft of their government support network, didn't vote for alliance with Russia, didn't vote for global isolation, didn't vote to threaten and abuse neighbouring countries and allies.

Now they are groomed by fascist propaganda and lied to by the white house.

I have been in the system I was brought up on America is the greatest nation in the world. I can tell you it's not, not close. It is broken beyond repair. Divided completely.

In 4 years the country will not be the same.

You have a very strange view of the world. America is only great in Hollywood. It's weak economically and the next 4 years will be very slow.

The whole thing makes no sense. Americans don't want to work in factories, there are half a million unfilled factory jobs already. Manufacturing is 9% of the us economy, he is destroying the remaining 91% to increase the 9% in a sector nobody wants.

Manufacturing in USA is uneconomical with a very immature supply chain and no tooling expertise.

America are simply consumers but that's only whilst they can secure credit.

Everything is changing and your view will change you are just a bit slow.

My fear for easyJet is the UK stay with the US and are dragged down with them. Europe reports huge foreign interest in investing and trade. The UK will be sidelined if they continue to deal with the US through their declining years.

I don't know why you mock them. We are determining their strength or weakness. I only see strength. If you just mock them you see nothing, this is how America thinks. I can say China has more freedom than America will in year 4 of trump if he is still alive.

I was born in California and lived there many years. I know Americas weakness, the division, the politics and the missed opportunities through the 4 year cycle of power.

I don't think America will survive this in its present form.

It's too big and too divided, it's slow to move and when it does it always backs down.

In this war of trade and commerce America holds no cards and siding with them and excluding other options is a road to destruction

They do lots of things But you are well out of date. They are encouraging up to 3 children in China.

Being able to instruct is their strength. They act like a single entity.

When China bans US dollars $1.5 trillion will need to find foreign exchange. I don't think currently with limited access to debt the US would be able to do that.

The "trend" started months ago. Consumer exports are definitely taking a beating. US goods have gone from the supermarkets here so they get the message.

The consumer market is where the non government trade is. These are vulnerable to loss of trade.

Exports to America of consumer goods will contract as America enters recession and many will pause exports.

Yesterday O'Leary said he will consider the comac 919.

The strength of China is they instruct their airlines and businesses like they are the government. This is why the hold the cards. America would have to threaten and compensate and still they can say no.

I had my trading holdings in BAE since just before close last night.

I just moved £23k of that into easyJet.

O Leary has been reported as wanting to remove the airbus 320 from his fleet. I suspect that he will just get more grumpy and unhappy with Boeing