Neueste Heute 19.05.2024 18.05.2024
House Republicans Express Concern Over Sharp Uptick On Chinese Migrants Illegally Crossing Border
19.05.2024, 04:10 Uhr. ZeroHedge News - https: - House Republicans Express Concern Over Sharp Uptick On Chinese Migrants Illegally Crossing Border Authored by Darlene McCormick Sanchez via The Epoch Times (emphasis ours), Republicans on the House Homeland Security subcommittee expressed concern as the surge of illegal Chinese migrants hit an all-time high in April after the Biden administration relaxed...
When Ideological Bubbles Trump Economic Thinking
18.05.2024, 17:41 Uhr. ZeroHedge News - https: - When Ideological Bubbles Trump Economic Thinking Authored by Paul Mueller via The American Institute for Economic Research, Sometimes smart people make remarkably naïve or deeply problematic comments because their view of the world has been molded by narrow ideology, reinforced by significant consensus in their social circles. Recently Esther Duflo...
Unprecedented Surge In Chinese Illegal Immigration Raises Security Concerns
18.05.2024, 15:21 Uhr. ZeroHedge News - https: - Unprecedented Surge In Chinese Illegal Immigration Raises Security Concerns Authored by Simon Hankinson via The Epoch Times, This is a lightly edited excerpt from Simon Hankinson’s testimony before the House Homeland Security Subcommittee on Oversight, Investigations, and Accountability at a hearing on “Security Risk: The Unprecedented Surge in...
Is US Copper Sowing The Seeds Of Its Own Return To Earth?
17.05.2024, 14:49 Uhr. ZeroHedge News - https: - Is US Copper Sowing The Seeds Of Its Own Return To Earth? Authored by Simon White, Bloomberg macro strategist, Copper’s recent rally has been most pronounced in the US, taking the futures curve there into extreme backwardation. That typically precedes a supply response and lower prices. Nonetheless, the long-term bullish case for copper is intact...
Welcome To LaLa Land As Market Jettisons Tail Risks
16.05.2024, 14:13 Uhr. ZeroHedge News - https: - Welcome To LaLa Land As Market Jettisons Tail Risks By Simon White, Bloomberg Markets Live reporter and analyst The economy is signaling a more volatile, potentially recessionary period. Markets, however, aren’t paying attention. Not only are the twin tail risks of a downturn or resurgent inflation being ignored, but a near-impossible “immaculate...
CPI Does Not Signal Re-Emergence Of Disinflationary Trend
15.05.2024, 18:05 Uhr. ZeroHedge News - https: - CPI Does Not Signal Re-Emergence Of Disinflationary Trend Authored by Simon White, Bloomberg macro strategist, Today’s CPI data shows the gap between CPI and PPI continues to rise, a proxy for profit margins. After a rise and fall through the pandemic, they are persistently rising again. Profits are positioned to be one of the main vectors of persistent...
Maybe Everyone's Got The Same Model For Guessing CPI
15.05.2024, 14:21 Uhr. ZeroHedge News - https: - Maybe Everyone's Got The Same Model For Guessing CPI Authored by Simon White, Bloomberg macro strategist, A simple model projects April’s month-on-month CPI to come in at 0.4%. Problem is most other estimates are 0.4%, leaving markets particularly exposed to a miss in either direction. The long gamma position in stocks could get unwound pretty quickly...
'Good News Is Bad News' Is The Worst News For Stocks
14.05.2024, 18:40 Uhr. ZeroHedge News - https: - 'Good News Is Bad News' Is The Worst News For Stocks Authored by Simon White, Bloomberg macro strategist, We’re back in a “bad news is good news” regime for stocks, where weak economic data prompts higher prices. That’s typically a supportive backdrop for equities, but investors should be alert for when stocks fail to rally on good news as this...
The Masked And The Super Masked
14.05.2024, 05:00 Uhr. ZeroHedge News - https: - The Masked And The Super Masked Authored by Roger L. Simon via The Epoch Times (emphasis ours), We live in an era of masks, only not the fun kind you might find at Carnivale in Venice, Italy. A pro-Palestinian protestor wears a keffiyeh on the West Lawn of Columbia University, in New York, on April 29, 2024. (Timothy A. Clary/AFP via Getty Images) Something...
Pressure On China Heightens As Capital Outflow Chokes Liquidity
14.05.2024, 03:01 Uhr. ZeroHedge News - https: - Pressure On China Heightens As Capital Outflow Chokes Liquidity Authored by Simon Black, Bloomberg macro strategist, The latest money data from China shows its capital-outflow problem is worsening, pressuring policymakers to allow a further weakening in the currency. China released money and inflation data over the weekend. CPI and PPI were not great...
Hedge Funds That Sold In May Might Now Push Stocks To New Highs
10.05.2024, 23:16 Uhr. ZeroHedge News - https: - Hedge Funds That Sold In May Might Now Push Stocks To New Highs Authored by Simon White. Bloomberg macro strategist, Hedge funds seem to have taken the old adage about selling in May to heart. From being very long for most of this year, aggregate positioning now looks to have gone short – right as the stock market bounces. Hedge funds that are offside...
Is China's Oil Demand Set For A Major Bounce Back?
10.05.2024, 00:20 Uhr. ZeroHedge News - https: - Is China's Oil Demand Set For A Major Bounce Back? By Simon Watkins of OilPrice.com Since the mid-1990s, China’s extraordinary economic expansion almost singlehandedly drove a supercycle in key commodities prices it required to power such growth, including oil and gas. In 2013, it became the world’s largest net importer of total petroleum and other...
We Need To Talk About Recession Risk Again
09.05.2024, 18:02 Uhr. ZeroHedge News - https: - We Need To Talk About Recession Risk Again Authored by Simon White, Bloomberg macro strategist, It’s time once more to increase vigilance for a US recession. Soft, survey data is starting to deteriorate, while hard data is already fragile. Expectations of a downturn are currently low, but they could quickly swing higher. Stocks – which experience...
Stocks And Bonds Rise Together As Inflation Fears Take Backseat
09.05.2024, 16:07 Uhr. ZeroHedge News - https: - Stocks And Bonds Rise Together As Inflation Fears Take Backseat Authored by Simon White, Bloomberg macro strategist, Stocks and bonds have been rising together again, with investors getting longer of both assets. Inflation fears are taking a backseat for now, allowing lower yields to boost stock prices. Positioning data for equities shows that investors...
The Missing Piece Of The Puzzle: Behind The Inexplicable "Strength" Of US Consumers Is $700 Billion In "Phanton Debt"
09.05.2024, 04:15 Uhr. ZeroHedge News - https: - The Missing Piece Of The Puzzle: Behind The Inexplicable "Strength" Of US Consumers Is $700 Billion In "Phanton Debt" Yesterday we discussed the latest consumer credit data, which revealed that the amount of credit card debt across the US has hit a new record high of $1.337 trillion (even though it appears to have finally hit a brick wall, barely rising...
Be Careful What You Wish For: Weaker Yen A Blessing And A Curse For Japan
08.05.2024, 23:55 Uhr. ZeroHedge News - https: - Be Careful What You Wish For: Weaker Yen A Blessing And A Curse For Japan By Simon White, Bloomberg Markets Live reporter and strategist A weaker yen will boost inflation in Japan, but it may do so to an undesirable extent, especially as there are growing signs price growth is becoming embedded. Be careful what you wish for. For years, Japan has yearned...
Death Of Self-Checkout, Walmart Charges For It In Some Locations
07.05.2024, 02:20 Uhr. ZeroHedge News - https: - Death Of Self-Checkout, Walmart Charges For It In Some Locations By Mish Shedlock of MishTalk Theft and complaints are taking a toll on self-checkout. Now, Walmart wants you to pay $98 a year for Walmart+ for the self-checkout privilege at some stores. Retailers Scale Back Self-Checkouts The Wall Street Journal reports Retailers Scale Back Self-Checkouts...
Key Events This Week: Things Finally Quiet Down
06.05.2024, 16:58 Uhr. ZeroHedge News - https: - Key Events This Week: Things Finally Quiet Down After a whirlwind two weeks which saw both the latest FOMC decision and the April jobs report, not to mention the peak of earnings season when all of the top tech companies reported, the calendar takes a quieter turn after the deluge of macro events last week, and the focus shifts on whether markets can...
The Ideological Roots Of The Open Borders Push
06.05.2024, 00:40 Uhr. ZeroHedge News - https: - The Ideological Roots Of The Open Borders Push Authored by Simon Hankinson via The Epoch Times, Why does the Biden administration want open borders? As a researcher and writer on immigration, that’s the question I often get asked. Here are the three reasons I think are behind President Joe Biden’s deliberate border chaos: electoral politics, extortion...
Change Of S&P Leadership Suggests Bottom Is Near
05.05.2024, 20:00 Uhr. ZeroHedge News - https: - Change Of S&P Leadership Suggests Bottom Is Near Authored by Simon White, Bloomberg macro strategist, A change in sector leadership in US stocks suggests the correction might soon be over and a bottom is not too far away. The tech sector has led the recent advance in the US stock-market (i.e. the sector with the highest three-month return on a three-month...
Yields More Exposed To A Downside Miss In Payrolls
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - Yields More Exposed To A Downside Miss In Payrolls Authored by Simon White, Bloomberg macro strategist, US yields are at the margin more exposed to a lower-than-expected payrolls release today after Powell’s pushback on a rate hike this week. Nonetheless, leading indicators are pointing to an inflection higher in payrolls growth in the coming months...
Are The 'Magnificent' Stocks Now Unbeatable?
03.05.2024, 06:03 Uhr. ZeroHedge News - https: - Are The 'Magnificent' Stocks Now Unbeatable? Authored by Simon White, Bloomberg macro strategist, The largest firms in the US are unsurpassably pulling ahead of their smaller rivals by earning more, investing more, holding more cash and buying back more of their stock. The bull market is thus likely to remain historically lackluster and less...
Yen Carry Trade Ever More Exposed To Rising FX Volatility
02.05.2024, 17:35 Uhr. ZeroHedge News - https: - Yen Carry Trade Ever More Exposed To Rising FX Volatility Authored by Simon White, Bloomberg macro strategist, Rising volatility in USD/JPY will make the yen carry trade less attractive. Dollar-yen is now more correlated with US 2-year yields compared to the 10 year, meaning FX volatility is likely to keep rising the closer the Federal Reserve gets...
Wenn sich die Mauern um ihn herum schließen, könnte Netanjahu einen “noch größeren regionalen Krieg” beginnen
02.05.2024, 17:32 Uhr. uncut-news.ch - https: - Von Ilya Tsukanov Israelische Beamte und US-Gesetzgeber bereiten sich auf die Folgen eines ICC-Antrags vor, der darauf abzielt, Haftbefehle gegen den israelischen Premierminister und seinen engsten Kreis wegen der Art und Weise, wie Israel den Gaza-Krieg verfolgt hat, zu erlassen. Simon Tsipis, Experte für internationale Angelegenheiten mit Sitz in...
US Traders Took Powell's Pivot More Seriously Than Foreigners
02.05.2024, 15:29 Uhr. ZeroHedge News - https: - US Traders Took Powell's Pivot More Seriously Than Foreigners Authored by Simon White, Bloomberg macro strategist, Most of the hawkish tilt in yields and rise in Federal Reserve interest rate expectations this year has come in non-US trading hours. A dovish repricing would therefore require (other things equal) a change of trading direction only in...
US Treasury's Funding Mix Will Be Pivotal For Fed's Next Moves
01.05.2024, 13:24 Uhr. ZeroHedge News - https: - US Treasury's Funding Mix Will Be Pivotal For Fed's Next Moves Authored by Simon White, Bloomberg macro strategist, How the Treasury intends to meet its borrowing requirements – the mix between shorter-term bills and longer-term coupons – will strongly influence liquidity and thus the performance of risk assets. Quantitative tightening is thus on...
The Four Key Reasons Why The US Will Never Stop Targeting Russia's LNG Sector
01.05.2024, 11:00 Uhr. ZeroHedge News - https: - The Four Key Reasons Why The US Will Never Stop Targeting Russia's LNG Sector Authored by Simon Watkins via OilPrice.com, LNG has become the most important swing energy source in an increasingly insecure world. Energy exports remain the foundation stone of Russia’s essentially petro-economy. Russia's LNG industry is closely associated in Russia with...
Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut
30.04.2024, 16:15 Uhr. ZeroHedge News - https: - Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut Authored by Simon White, Bloomberg macro strategist, The Federal Reserve’s next move this year is likely to be a rate cut - despite the re-emergence of inflation - leaving markets at risk of a dovish repricing. When it comes to the Fed, it’s easy to get hung up on what they should do, and neglect...
Mammas, Don't Let Your Babies Grow Up To Be Activists
30.04.2024, 01:00 Uhr. ZeroHedge News - https: - Mammas, Don't Let Your Babies Grow Up To Be Activists Authored by Roger Simon via The Epoch Times, I am writing this column in the hopes you will pass it around. To be honest, I write every column in the hopes it will be passed around, times being what they are. I’m arrogant enough to think what I have to say is at least somewhat needed. More humbly...
US Should Adopt UK's 'Rwanda Plan' To Address Illegal Immigration
27.04.2024, 20:01 Uhr. ZeroHedge News - https: - US Should Adopt UK's 'Rwanda Plan' To Address Illegal Immigration Authored by Simon Hankinson via The Epoch Times, After nearly two years of legal and political challenges, Britain’s parliament has finally passed a law confirming that Rwanda is a safe place to send people who arrive in the UK illegally by sea. This is a major policy win for the Conservative...
Jugend in Deutschland schaltet die Gehirn-App ein, aber soll nach rechts gerückt sein
27.04.2024, 17:29 Uhr. Overton Magazin - https: - Wie Fakten manipuliert werden, lässt sich deutlich an der Studie Jugend in Deutschland 2024 von Simon Schnetzer und den Medienberichten darüber erkennen. Der Beitrag Jugend in Deutschland schaltet die Gehirn-App ein, aber soll nach rechts gerückt sein erschien zuerst auf ....
JPY Plunges To Fresh 34-Year-Lows After BoJ Does Nothing... Again
26.04.2024, 16:50 Uhr. ZeroHedge News - https: - JPY Plunges To Fresh 34-Year-Lows After BoJ Does Nothing... Again Having already lost more than 10% of its value versus the US dollar this year, the yen plunged further overnight after Bank of Japan Governor Kazuo Ueda indicated monetary policy will stay easy as he kept rates unchanged and showed little to no support for the embattled currency during...
Yuan Devaluation Fever Heats Up As China Stockpiles Metals
26.04.2024, 16:38 Uhr. ZeroHedge News - https: - Yuan Devaluation Fever Heats Up As China Stockpiles Metals Authored by Simon White, Bloomberg macro strategist, Gold trading in China has exploded and stocks of copper have risen sharply prompting speculation that policymakers are on the brink of a yuan devaluation. Even though it’s still a tail-risk, it’s one requiring greater vigilance as the...
China Is Pivotal For US Inflation's Path
26.04.2024, 14:25 Uhr. ZeroHedge News - https: - China Is Pivotal For US Inflation's Path Authored by Simon White, Bloomberg macro strategist, A more forthright response from China to its deflationary predicament would further support US inflation that is already proving sticky, adding to longer-term upwards pressure on term premium and thus yields. There are upside risks to the US PCE release today...
Falling Bond Yields Show It's Crunch Time In China
25.04.2024, 16:35 Uhr. ZeroHedge News - https: - Falling Bond Yields Show It's Crunch Time In China Authored by Simon Black, Bloomberg macro strategist, Sovereign yields in China have been falling in recent months, in marked contrast to almost every other major country. This is a key macro variable to watch for signs China is ready to ease policy more comprehensively as its tolerance is tested for...
"Situation Is Unraveling": Pro-Palestinian Protests Erupt Across America's Woke Colleges
24.04.2024, 21:48 Uhr. ZeroHedge News - https: - "Situation Is Unraveling": Pro-Palestinian Protests Erupt Across America's Woke Colleges Colleges and universities across the country are struggling this week to keep pro-Palestinian protesters off school grounds. Students, and or perhaps a mix of professional protesters funded by radical leftist groups and dirty Gulf money, are storming campuses and...
Market Is Splendidly Indifferent To Rising Inflation Risks
24.04.2024, 19:26 Uhr. ZeroHedge News - https: - Market Is Splendidly Indifferent To Rising Inflation Risks Authored by Simon White, Bloomberg macro strategist, There continues to be scant evidence of inflation hedging in markets despite clear signs price-growth risks are rising. Inflation remains in focus this week as we get the first quarter’s update for US PCE on Friday. Regardless of one data...
Selbst Orwells Gedankenpolizei ging nicht so weit wie Trudeau
24.04.2024, 17:27 Uhr. uncut-news.ch - https: - Man sollte meinen, dass die Reaktion auf die neuen Hassgesetze der SNP andere autoritäre Regierungen davon abhalten würde, ähnliche Gesetze einzuführen. Humza Yousaf wurde zum Gespött der Öffentlichkeit und seine Umfragewerte fielen um 15 Punkte. Doch offenbar nicht. Der neue irische Premierminister Simon Harris ist fest entschlossen, das Gesetz...
World's Biggest M&A Deal Is Terrible For Bonds
23.04.2024, 17:10 Uhr. ZeroHedge News - https: - World's Biggest M&A Deal Is Terrible For Bonds Four years ago, we wrote an article, mocking the unspeakable reality that it appeared "The Fed and The Treasury had now merged"... Last week, that reality dawned on one of Wall Street's best and brightest as BofA Chief Investment Strategist Michael Hartnett headlined his latest note with a 'zeitgeist' quote...
Large Structural Short Will Drive Yen Much Higher
23.04.2024, 15:18 Uhr. ZeroHedge News - https: - Large Structural Short Will Drive Yen Much Higher Authored by Simon White, Bloomberg macro strategist, Focus has been on the growing short position in the yen. But the total size is likely to be small in the scheme of things. The real story is the lack of domestic hedging leading to a large structural short in the yen which will drive the currency...
"Not About Freedom Of Expression": Aussie Politicians Unite Against Elon Musk's X
23.04.2024, 03:41 Uhr. ZeroHedge News - https: - "Not About Freedom Of Expression": Aussie Politicians Unite Against Elon Musk's X Authored by Monica O'Shea via The Epoch Times, Elon Musk’s X is facing strong criticism from both the centre-left Labor Party and the centre-right Liberal-National Coalition in Australia amid a legal challenge against the country’s online content tsar. Mr. Musk labelled...
Lord Of The Lies: A Pediatrician's Take On The Latest Child Gender-Transition Research
21.04.2024, 00:33 Uhr. ZeroHedge News - https: - Lord Of The Lies: A Pediatrician's Take On The Latest Child Gender-Transition Research Authored by J. Edward Les, MD, via The Epoch Times, Last week’s release of the Cass Review brought to memory the old jingle: “Liar, liar, pants on fire; your nose is longer than a telephone wire.” Commissioned four years ago to probe the practices of the Tavistock...
The Haven-Volatility Dog Has Not Yet Barked
19.04.2024, 17:25 Uhr. ZeroHedge News - https: - The Haven-Volatility Dog Has Not Yet Barked Authored by Simon White, Bloomberg macro strategist, Implied volatility of traditional havens such as the Swiss franc and US Treasuries remains remarkably subdued despite the situation in the Middle East, even as the former has outperformed most other havens, including the dollar. However, vol is beginning...
Stocks Will Face Resistance While Liquidity Backdrop Is Weak
18.04.2024, 17:45 Uhr. ZeroHedge News - https: - Stocks Will Face Resistance While Liquidity Backdrop Is Weak Authored by Simon White, Bloomberg macro strategist, The impulse from central-bank reserves in the US, or the change in their change on a monthly basis, points to further short-term resistance for stocks. The Federal Reserve’s quantitative tightening program is ongoing, but bank reserves...
It's Time To Pay Attention To Funding Risks Again
18.04.2024, 14:48 Uhr. ZeroHedge News - https: - It's Time To Pay Attention To Funding Risks Again Authored by Simon White, Bloomberg macro strategist, The risk of a squeeze in US funding markets is increasing as the yield curve bear steepens, i.e. longer-term yields rise more than short-term ones. More attractive bill yields and climbing interest-payment costs on government debt are depleting reserves...
Ex-Brigadegeneral & Merkel-Berater Erich Vad: „Kriegshysterie militärischer Dilettanten in hohen Regierungsämtern“
17.04.2024, 19:47 Uhr. barth-engelbart.de - barth-engelbart.de - Simon Zeise schreibt in “Berliner Zeitung”: Erich Vad spricht von „Kriegshysterie militärischer Dilettanten in hohen Regierungsämtern“ von den Mainstreamblättern hat nur die “Berliner Zeitung” über die Veranstaltung in Leipzig geschrieben. (leider fehlt mir der Link zu diesem Artikel. Deshalb habe ich ihn hier “raubkopiert”...
Omens For The Nasdaq As Technical Signal Proliferates
17.04.2024, 19:02 Uhr. ZeroHedge News - https: - Omens For The Nasdaq As Technical Signal Proliferates Authored by Simon White, Bloomberg macro strategist, A technical sell signal for the Nasdaq has hit levels not seen since the tech bubble. However, it should be taken in the context of a still supportive economic backdrop, with buoyant excess liquidity and low near-term recession risk. The Hindenburg...
Stocks Will Get Bad Breadth From Higher Yields
17.04.2024, 15:59 Uhr. ZeroHedge News - https: - Stocks Will Get Bad Breadth From Higher Yields Authored by Simon White, Bloomberg macro strategist, Higher yields threaten to make already-fraying breadth in US stocks even worse. This points to heightened short-term risks for the market, although the medium-term positive trend remains intact. Breadth measures for the US market have in many cases deteriorated...
These Inflation Trades Have Most Catching Up To Do
16.04.2024, 15:09 Uhr. ZeroHedge News - https: - These Inflation Trades Have Most Catching Up To Do Authored by Simon White, Bloomberg macro strategist, Markets are unprepared for price growth that is becoming entrenched. But even though the risk-reward in shorting Treasuries or buying gold or Bitcoin is diminishing, we can instead pinpoint the assets that have the most potential to catch up to persistent...