Neueste Heute 01.06.2024 31.05.2024
An Older, Anxious, Mildly Paranoid Analyst
29.05.2024, 16:30 Uhr. ZeroHedge News - https: - An Older, Anxious, Mildly Paranoid Analyst By Michael Every of Rabobank An older, anxious, mildly paranoid analyst US Treasury yields spiked higher yesterday after strong consumer confidence data and weak bond auctions, pushing the dollar up. The Fed’s Kashkari said the FOMC hasn’t entirely ruled out further rate hikes, but the odds are “quite...
I've Got A Bad Feeling About This
14.05.2024, 16:43 Uhr. ZeroHedge News - https: - I've Got A Bad Feeling About This By Michael Every of Rabobank Ideally, I would have written this on May 4th not 14th, but I am going to talk Star Wars. I was a fan in 1977, kept the flame alive when only battered VHS cassettes of the original trilogy existed, and was delighted to get prequels. Until the opening crawl announced, “The taxation of trade...
The Next Global Hegemon Has To Be Even Larger Than The US
24.04.2024, 22:24 Uhr. ZeroHedge News - https: - The Next Global Hegemon Has To Be Even Larger Than The US By Michael Every of Rabobank "Where it will end is very much up for grabs." Yesterday’s manufacturing PMIs shouted “stagflation”, even if some heard “rate cuts”. German manufacturing was 42.2, French 44.9, and Eurozone 45.6, as services were 53.3, 50.5, and 52.9 - but Europe must now...
Margin Debt Surges As Bulls Leverage Bets
09.04.2024, 16:29 Uhr. ZeroHedge News - https: - Margin Debt Surges As Bulls Leverage Bets Authored by Lance Roberts via RealInvestmentAdvice.com, In the most recent report from FINRA, margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage is not surprising, as it represents increased risk-taking by investors in the stock market. We previously...
ECB Finally Admits Its "Temporary" Asset Purchases Are Really Permanent
10.11.2023, 15:51 Uhr. ZeroHedge News - https: - ECB Finally Admits Its "Temporary" Asset Purchases Are Really Permanent By Bas van Geffen, Senior Macro Strategist at Rabobank When the ECB expanded its asset purchase programme to include sovereign bonds in 2015 policymakers went to great lengths to explain that this wasn’t monetary financing, and that this programme therefore didn’t violate the...
"Things Will Get Very Nasty, Very Fast"
06.11.2023, 16:02 Uhr. ZeroHedge News - https: - "Things Will Get Very Nasty, Very Fast" By Michael Every of Rabobank Powell/Power, Nasdaq/Nasrallah US payrolls were slightly weaker than expected across the board. 150K jobs were added vs. 180K forecast, with downwards revisions to previous months, the household survey dropping, unemployment rising a tick to 3.9%, and average earnings undershooting...
Unhappy Halloween: Here Are A Few Scary Stories For You
31.10.2023, 16:02 Uhr. ZeroHedge News - https: - Unhappy Halloween: Here Are A Few Scary Stories For You By Michael Every of Rabobank Here’s a scary Halloween story in just two sentences: “The last man on Earth sat alone in a room. There was a knock at the door...” And here is another that is a little longer. In the US, the Treasury borrowing target for Q4 set at $776bn, slightly lower than...