RR are leading electric flight. Half their business is also power systems which they lead mini nuke plants youâd also be surprised on the AI they develop as well, thatâs why Iâm long on RR.
You mean UK drinking too much of the French wine that is included in the deal while excluding the UK financial sector out of the deal - i could do with just tap water, unless the market moves up that much to wet appetite 
On RR itâs biggest challenge is itself more than covid & brexit. In the right hands RR could be a very profitable company, high barrier to entry market in addition long term service contracts with Airbus, Boeing and sukhoi and not to mention itâs defence sector.
I suppose everyone could drink a little during these times.
It could be French/Italian/Portuguese/Spanish/etc wine, German/Czech beer, French Cognac, or English gin or beer, Scottish Whiskey.
Huum, what will happen to James? (James Bond)
Could he continue to drink vodka martini? 
In the end, I suppose anyone want this inferno to end. Since 2016 at least, that we are in this mess. All European countries (inc. UK) and its financial markets loose a lot with this uncertainty.
I saw the UK financial sector out the deal. Is that intentional do you think? Why would they voluntarily adopt psychical goods and not services? Obviously this could make services to the EU more expensive but do you think.the government sees more opportunity with ROW? I havenât looked into it much though. Seems odd as 80% of our GDP is services.
I think it might be that the EU wants its own services to grow (or companies to relocate workers to the EU), so it would not accept an outright deal on services.
I imagine that it will grant access to certain services but not all, to encourage EU relocation/services growth.
See how it plays out, odd one.
British back to being fifth largest economy in the world even after slump in GDP of 21%, very impressive.
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I really donât know but it does seem very odd. I can only speculate maybe UK services have much upper hand that EU relies on them or EU have nothing meaningful to offer in return.
Long story shortâŚi donât know
CEBR states otherwiseâŚ
IMF what a sourceâŚStrauss Khan still there? Did he make France number one?
Every time some different data is shown in here, the national card is played.
IMF is a global institution, with a lot of US influence.
The actual IMF leader is a Bulgarian woman, Kristalina Georgieva, she is 2nd IMF leader after Strauss Kahn.
IMF have economists and other experts from a lot of countries, including UK.
If you want to play that way, CEBR is an UK private company with British clients. Comparing IMF with them, a global and powerful institution with the best economic minds in world and CEBR, wellâŚ
Even CEBR uses IMF data in their report.
Reading the report, the CEBR talks about the UK impacts in the global matters, showing a more British look. Nothing wrong with that, itâs their focus, British reality, other reports from different countries will also focus on their reality and the clientsâ reality.
GDP, USD bn (constant prices)
2020
India = 2,453
UK = 2,496
Source: Centre for Economic and Business Research
A very small difference (1.75%), and remember that these are forecasts, because last time I check the 2020 wasnât over, only with 4Q2020 closed, could anyone talk about 2020. Until then, itâs only forecasts, there is always room for errors. (And without mentioning a possible UK-bias from an UK company with British clients.)
And to compare different currencies GDP and economies, the PPP is the correct way:
https://www.imf.org/external/datamapper/PPPSH@WEO/OEMDC/ADVEC/WEOWORLD
The newspapers and other medias of any country use the information sometimes in a not so correct way. It could be to catch audience/sales, by editorial reasons or political reasons, or just the journalist ignorance of economic matters.
Good analysis but PPP is not the best metric.
Labour markets are different, tax/tariff rates are different and other things. You canât compare efficiently. Itâs all hocus pocus.
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Off course, there isnât a 100% perfect ratio, but the closest is PPP real GDP.
Labour markets for example, are different everywhere, even inside the countries there are differences.
Itâs like inflation, every region of a country have different CPI, but to have a national macroeconomic indicator, the national statistical bureau have to aggregate the numbers following some consensual standards.
After that, to compare with other countries (almost every country have their own statistical standards, besides the national currencies and inflation), the data is adjusted so all data have the same basis and standards, to be able to compare similar issues.
Itâs normal for people with out any relevant economic formation to consider all economic knowledge like a black box with strange lingo.
Putting macroeconomics aside, the UK equity crowdfunding could be a better opportunity with the beginning of the end of COVID and with end of the uncertainty of the Brexit deal?
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I think best value for money at the moment. Iâd invest UK or Asia. Value or Growth.
If you sign up to Hargreaves Lansdown, thereâs a tab for risers & Fallers of small caps, i wouldnât suggest buying stocks through them if youâre a small time investor like me as they charge about ÂŁ11.95 per transaction
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thanks for the suggestions.
Citi sees global stocks flat over 2021, downgrades âexpensiveâ US equities
Citi said in an equity strategy note on Thursday that it expects global equities to be flat over 2021, as it cut its rating on US equity markets.
The bank said it was cutting âmore expensiveâ US equities to âneutralâ and that it expects better gains in emerging markets and the UK, where it is âoverweightâ.
Citi said valuations are stretched, with global stocks currently trading on 20x 2021 consensus earnings per share, well above the 15x long-term median. US shares look the most expensive on 23x, it added, while the UK is cheapest on 14x.
The bank said ongoing fiscal expansion should drive the US dollar lower this year, which traditionally helps emerging market equities and commodity stocks.
â10year UST yields are expected to rise, driving further value rotation,â it said, adding that increasing flows into ESG funds should help more compliant markets and sectors.
What Iâve said all along, yehaaaa. If you canât see that US stocks are overpriced you shouldnât be investing or trading.
Elon is now the worldâs richest man 