Neueste Heute 06.12.2025 05.12.2025
Jobs Data From Alternative Sources May Drive Feds Next Move
05.12.2025, 17:30 Uhr. ZeroHedge News - https: - Jobs Data From Alternative Sources May Drive Feds Next Move Authored by Lance Roberts via Real Investment Advice, With the federal government shutdown delaying critical economic reports, the official jobs data remains incomplete. Last week, the Bureau of Labor Statistics (BLS) released the September jobs report. However, the October report, originally...
Fed Regime-Change: Groupthink May Be Ending
03.12.2025, 18:46 Uhr. ZeroHedge News - https: - Fed Regime-Change: Groupthink May Be Ending Authored by Michael Lebowitz via RealInvestmentAdvice.com, Starting in the aftermath of the 2008 financial crisis, a profound change to the Fed’s liquidity-providing role in the capital markets was underway. We can sum up the Fed regime change with a popular quip: The Fed has shifted from lender of last...
No "Unmoved Mover", All Part Of A Now Systemic Metacrisis
02.12.2025, 16:41 Uhr. ZeroHedge News - https: - No "Unmoved Mover", All Part Of A Now Systemic Metacrisis By Michael Every of Rabobank "The unmoved mover" is ancient philosophy from Aristotle interpreted to mean ‘the divine’. For modern Mammon, it means a finance industry with siloed sector coverage grudgingly agreeing that the US is primus inter pares. But not always. Yesterday, markets moved...
Hassett Odds Soar As Trump Confirms He's Made Decision On Next Fed Chair
01.12.2025, 18:01 Uhr. ZeroHedge News - https: - Hassett Odds Soar As Trump Confirms He's Made Decision On Next Fed Chair President Donald Trump said on Nov. 30 that he has already decided on his pick to replace Federal Reserve Chair Jerome Powell, adding that an announcement is forthcoming, but declining to identify his nominee. “I know who I am going to pick, yeah,” Trump told reporters on Air...
Key Events This Busy Week: ISM Mfg and Services, ADP, Core PCE And More
01.12.2025, 15:40 Uhr. ZeroHedge News - https: - Key Events This Busy Week: ISM Mfg and Services, ADP, Core PCE And More As noted earlier, Asia kickstarted December in a weak mood with Bitcoin down another -6% this morning and Nasdaq and S&P 500 futures both notably lower. 10yr US Treasuries are +3bps and 10yr JGBs are +6.7bps as Ueda said at a speech this morning "At the Monetary Policy Meeting (MPM)...
Watch: Unrepentant Trump Unloads On Fake News Reporters
01.12.2025, 15:00 Uhr. ZeroHedge News - https: - Watch: Unrepentant Trump Unloads On Fake News Reporters Authored by Steve Watson via Modernity.news, A gaggle of fake news reporters gathered around President Tump aboard Airforce One Sunday as he traveled back to Washington D.C. after the Thanksgiving weekend, and he let them all know exactly what he thought of them. Trump dropped several truth bombs...
Stocks Slides After Bitcoin Tumbles On Hawkish BOJ Fears
01.12.2025, 14:33 Uhr. ZeroHedge News - https: - Stocks Slides After Bitcoin Tumbles On Hawkish BOJ Fears After a torrid meltup last week to end the month of November on a euphoria, if extremely illiquid note, futures are once again sinking as we start the final month of the year, in a swoon that was again catalyzed by a plunge in bitcoin which appears to have been spooked by hawkish overnight comments...
Coup-Coup Birds: The DC Blob Is Cornered
28.11.2025, 19:32 Uhr. ZeroHedge News - https: - Coup-Coup Birds: The DC Blob Is Cornered Authored by James Howard Kunstler, “Literally everything the left did, every line they crossed and rule they broke, all came back to slap them in the face.” - Insurrection Barbie on “X” Indeed, you have a lot to be thankful for this week of humble national gratitude — for instance, the explosive new...
Connecting The Dots... Reveals A Dire Picture
26.11.2025, 22:28 Uhr. ZeroHedge News - https: - Connecting The Dots... Reveals A Dire Picture Authored by Jim Quinn via The Burning Platform blog, “Reflect on what happens when a terrible winter blizzard strikes. You hear the weather warning but probably fail to act on it. The sky darkens. Then the storm hits with full fury, and the air is a howling whiteness. One by one, your links to the machine...
Stocks Hit Session Highs On Report Hassett Emerges As Trump's Next Fed Chair Pick
25.11.2025, 18:39 Uhr. ZeroHedge News - https: - Stocks Hit Session Highs On Report Hassett Emerges As Trump's Next Fed Chair Pick White House National Economic Council Director Kevin Hassett is the front runner to succeed Fed Chair Powell, according to Bloomberg, citing people familiar with the matter. Speaking on CNBC earlier, Treasury Secretary Bessent said that President Trump could announce his...
Ignored Red Repo Signals = More Obvious Golden Tailwinds
24.11.2025, 21:47 Uhr. ZeroHedge News - https: - Ignored Red Repo Signals = More Obvious Golden Tailwinds Authored by Matthew Piepenburg via VonGreyerz.gold, Markets are many things, but in simplest terms, they are a paradox. From the Complex… By this, I mean they are incredibly and intentionally complex, which makes them a kind of exclusive environment managed, allegedly at least, by cadres of...
Central Bankers Disagree About Gold
23.11.2025, 04:10 Uhr. ZeroHedge News - https: - Central Bankers Disagree About Gold Authored by Vincent Cook via The Mises Institute, With the fiat US dollar price of gold multiplied 2.6x since October of 2022 (as of October 20, 2025 when this was written) and rising exponentially (Figure 1), some people are deeply worried that something is seriously wrong with the dollar and with the global financial...
Don't Fight The Fed... But Is China Worth A Shot?
21.11.2025, 16:26 Uhr. ZeroHedge News - https: - Don't Fight The Fed... But Is China Worth A Shot? By Daniel Moss, Bloomberg Markets Live reporter The idea of taking out insurance against worst-case scenarios, mostly by cutting interest rates, became a popular choice among the world’s big central banks over the past quarter century. Beijing has shunned this doctrine lately. It may come with...
Futures Rebound After 4 Day Slide With Nvidia Earnings On Deck
19.11.2025, 14:44 Uhr. ZeroHedge News - https: - Futures Rebound After 4 Day Slide With Nvidia Earnings On Deck After 4 days of steep declines, futures are finally higher ahead of Nvidia earnings, with AI bulls hoping for strong numbers to provide respite from the market selloff. As of 8:00am ET, S&P futures are 0.3% higher and Nasdaq futs gains 0.4%, both bracing for big moves later: NVDA alone...
Navigating The Curve: The Allure And Risks Of Long-Dated US Treasuries
18.11.2025, 18:06 Uhr. ZeroHedge News - https: - Navigating The Curve: The Allure And Risks Of Long-Dated US Treasuries Authored by Mario Eisenegger via BondVigilantes.com, Compared to a year ago, the US Treasury curve has steepened considerably. While yields at the front end have dropped due to anticipated rate cuts, the long end of the curve has not budged. In fact, long-end bonds have sold off...
US Equity Futures Fade Overnight Gains As Global Selloff Deepens
17.11.2025, 14:49 Uhr. ZeroHedge News - https: - US Equity Futures Fade Overnight Gains As Global Selloff Deepens US equity futures are slightly higher led by Tech, but well off overnight highs, while stocks around global markets slide. As of 8:00am ET, S&P and Nasdaq futures are up 0.1%, having previously been as much as 0.6% higher, after both gauges closed above their 50-day moving averages on...
Futures Drop As Markets Sell News Of Government Reopening
13.11.2025, 14:45 Uhr. ZeroHedge News - https: - Futures Drop As Markets Sell News Of Government Reopening Futures are slightly lower as the market sells the news that the US government has finally reopened, and as traders now seek to identify a near-term catalyst before NVDA’s Nov 19 earnings release while the data vacuum is likely to persist for at least several days. As of 8:00am ET, S&P futures...
QE Is Coming: The 2008 Roots Of Fed Dominance
12.11.2025, 18:25 Uhr. ZeroHedge News - https: - QE Is Coming: The 2008 Roots Of Fed Dominance Authored by Michael Lebowitz via RealInvestmentAdvice.com, Here we go again. The overnight funding markets are showing signs of stress, and the scent of QE is in the air. Per New York Fed President John Williams: Based on recent sustained repo market pressures and other growing signs of reserves moving from...
Trump Pardons Rudy Giuliani, Others Involved In Bid To Challenge 2020 Election
10.11.2025, 14:52 Uhr. ZeroHedge News - https: - Trump Pardons Rudy Giuliani, Others Involved In Bid To Challenge 2020 Election Authored by Aldgra Fredly via The Epoch Times, President Donald Trump has pardoned a number of prominent figures involved in his effort to challenge the 2020 election outcome, according to U.S. Pardon Attorney Ed Martin on Nov. 9. A proclamation document shared by Martin...
Consumer Inflation Expectations Slide Amid Deterioration Job Market, Personal Finances
10.11.2025, 11:45 Uhr. ZeroHedge News - https: - Consumer Inflation Expectations Slide Amid Deterioration Job Market, Personal Finances There was good and bad news in this month's NY Fed survey of consumer expectations. Starting with the former, expectations for consumer price increases in the year ahead ticked down to 3.2% in October from 3.4% in September - which was the highest since April - while...
If Solar And Wind Are Now Cheaper Than Fossil Fuels, Why Don't We Have More?
06.11.2025, 14:44 Uhr. ZeroHedge News - https: - If Solar And Wind Are Now Cheaper Than Fossil Fuels, Why Don't We Have More? Authored by Mike Shedlock via Mish Talk, The answer is they aren’t cheaper... Energy Talking Points Substack writer Alex Epstein has a great post on The “Levelized Cost of Energy” Scam. If you ever hear anyone favorably compare solar and wind to coal, gas, or nuclear...
All Hell Breaks Loose In Repo Markets... And Why A Historica Meltup Could Follow
03.11.2025, 19:06 Uhr. ZeroHedge News - https: - All Hell Breaks Loose In Repo Markets... And Why A Historica Meltup Could Follow Back on October 15, when looking at the sudden and dramatic deterioration in funding markets, we wrote "On The Verge Of A Funding Crisis: Fed's Emergency Liquidity Facility Unexpectedly Soars Most Since COVID" in which we explained why, well before it became a consensus...
Artic Frost And Financial "Crimes"
01.11.2025, 22:30 Uhr. ZeroHedge News - https: - Artic Frost And Financial "Crimes" Authored by Technofog via The Reactionary, Thanks to releases by FBI Director Kash Patel and Senate Republicans (here and here and here), we are finally getting sunlight into the FBI’s overarching investigation of not only President Trump but of nearly everyone in his orbit - the investigation assigned the name “Artic...
We Are Drifting To A 2-G World, One US-centric, Another Chinese
30.10.2025, 19:45 Uhr. ZeroHedge News - https: - We Are Drifting To A 2-G World, One US-centric, Another Chinese By Michael Every of Rabobank Think a 2-G, not a G-2 world The Fed briefly made the market headline this morning after doing what was expected - cutting 25bps to 4%; and what markets had wanted – stopping QT; but also what markets hadn’t expected and didn’t want – calling into question...
Watch Live: Fed Chair Powell's Press Conference
29.10.2025, 19:26 Uhr. ZeroHedge News - https: - Watch Live: Fed Chair Powell's Press Conference Amid an absence of data to sway their minds one way (or another), it was hardly a surprise that Fed Chair Powell and his pals proceeded down the dovish/easing path once again today, following the market (and President Trump's) lead. So what will Powell say? As a reminder, in its preview, Goldman wrote...
Fed Cuts 25bps, Ends QT As Expected; Two FOMC Officials Dissent
29.10.2025, 19:06 Uhr. ZeroHedge News - https: - Fed Cuts 25bps, Ends QT As Expected; Two FOMC Officials Dissent In our preview we said that the Fed would cut 25bps and end QT... and that's precisely what happened. * * * First, a quick preview of how we got here: Since the last FOMC meeting (on Sept 17th), Gold has dramatically outperformed across asset-classes (even with its recent plunge)...
CAPE Valuations: Does Nvidia Overstate Its Ominous Warning?
29.10.2025, 16:40 Uhr. ZeroHedge News - https: - CAPE Valuations: Does Nvidia Overstate Its Ominous Warning? Authored by Michael Lebowitz via RealInvestmentAdvice.com, As equity valuations approach the record highs of 1999, investors are growing anxious. This unease is partly driven by the media issuing grim warnings, often based in part on CAPE valuations. Consider the following headlines and their...
Futures Push To New Record, Nvidia Above $5 Trillion Ahead Of Fed Rate Cut And Mag 7 Earnings
29.10.2025, 13:30 Uhr. ZeroHedge News - https: - Futures Push To New Record, Nvidia Above $5 Trillion Ahead Of Fed Rate Cut And Mag 7 Earnings With the year-end performance chase officially open... remove the almost https://t.co/wECpqhB3sL pic.twitter.com/3A7iAxOIjV — zerohedge ( zerohedge) October 29, 2025 ... US futures march higher into today's Fed and Mag7 earnings (GOOG, META, MSFT adding...
The Fed's Pivot: The Return Of Easy Money & The Inflation Storm Ahead
29.10.2025, 12:20 Uhr. ZeroHedge News - https: - The Fed's Pivot: The Return Of Easy Money & The Inflation Storm Ahead Authored by Lau Vegys via InternationalMan.com, Jerome Powell, the Fed’s chairman, recently gave the clearest signal yet that the Federal Reserve’s so-called “quantitative tightening” is about to end. Speaking at the National Association for Business Economics conference in...
Buying The Rumor
27.10.2025, 20:04 Uhr. ZeroHedge News - https: - Buying The Rumor By Benjamin Picton, Senior Strategist At Rabobank The Dow Jones closed up more than 1% on Friday, the S&P500 rose by 0.79% and stocks are set to close higher today following the release of a benign CPI inflation report and news that the USA and China have come to agreement on a new trade deal. Bitcoin caught a bid over the weekend and...
Key Events This Extremely Busy Week: Central Banks, Earnings Galore, And Trump-Xi Summit
27.10.2025, 15:15 Uhr. ZeroHedge News - https: - Key Events This Extremely Busy Week: Central Banks, Earnings Galore, And Trump-Xi Summit As noted earlier, investors face a monumentally important and extremely busy week ahead that includes rates decisions by four of the G7 central banks, with the Fed and BoC on Wednesday followed by the BoJ and ECB on Thursday. A packed earnings calendar will see...
Futures Soar To New Record High On US-China Deal Optimism
27.10.2025, 13:36 Uhr. ZeroHedge News - https: - Futures Soar To New Record High On US-China Deal Optimism US equity futures are higher after progress was made by US and Chinese trade negotiators, with a framework in place ahead to provide a basis for the upcoming Trump-Xi meeting on Thursday. As of 8:00am ET, S&P 500 futures rise 0.9% to a new all time high, having closed last week at a record,...
Futures Rise After Strong Earnings Ease Trade War Fears
15.10.2025, 14:52 Uhr. ZeroHedge News - https: - Futures Rise After Strong Earnings Ease Trade War Fears US equity futures are again higher due a combination of softening trade rhetoric, a dovish Powell who reassured markets that another rate cut was coming, and solid results from BofA and Morgan Stanley. While cooking oil has become the latest flashpoint between the US and China, there are enough...
Watch Live: Fed Chair Powell Delivers First Post-FOMC, Post-Shutdown Speech
14.10.2025, 18:05 Uhr. ZeroHedge News - https: - Watch Live: Fed Chair Powell Delivers First Post-FOMC, Post-Shutdown Speech In a govt-shutdown-driven vacuum of macro data, the words uttered by Fed Chair Powell this afternoon could be even more market-moving than normal when he speaks Tuesday before the National Association for Business Economics in Philadelphia. This is his first major public appearance...
Creation And Destruction Of Creative Destruction
14.10.2025, 17:45 Uhr. ZeroHedge News - https: - Creation And Destruction Of Creative Destruction By Philip Marey, Senior US strategist at Rabobank The S&P500 rebounded yesterday as the US and China are trying to de-escalate the trade tensions that flared up recently. The Chinese want to save the summit between Xi and Trump and the Americans want to save their stock market. However, the Trump administration...
Futures Slide As Trade War Jitters Return, Q3 Earnings Begin, Powell Speaks
14.10.2025, 14:50 Uhr. ZeroHedge News - https: - Futures Slide As Trade War Jitters Return, Q3 Earnings Begin, Powell Speaks The market rollercoaster continues: after Monday's faceripping bounce, US equity futures are lower again led by tech, part of a global risk-off tone as the US/China trade war returned after Beijing vowed to “fight to the end” in the tariff and trade war, while acknowledging...
Bessent Narrows Fed Chair List Down To Five
10.10.2025, 18:35 Uhr. ZeroHedge News - https: - Bessent Narrows Fed Chair List Down To Five After weeks of intensive interviews - some running two hours, Treasury Secretary Scott Bessent has narrowed the field for the next Federal Reserve chair down to five candidates from an initial 11, according to CNBC, citing senior Treasury officials. The group includes two current Fed policymakers, Vice Chair...
Corporate Profits: A Reading Without Rose-Tinted Glasses
10.10.2025, 18:21 Uhr. ZeroHedge News - https: - Corporate Profits: A Reading Without Rose-Tinted Glasses Authored by Lance Roberts via RealInvestmentAdvice.com, If you want to understand where we are in the cycle, skip the noise and follow profits. Corporate profits are the lifeblood of investment, hiring, and market returns. Crucially, linkage to the real economy is very tight. In the national accounts...
Futures Flat At All Time High, As Silver Tops $50
09.10.2025, 15:07 Uhr. ZeroHedge News - https: - Futures Flat At All Time High, As Silver Tops $50 US equity futures are flat, as the main indexes closed at fresh record highs overnight amid a melt-up that shows no signs of abating, with every small dip being bought and volatility staying low. While plenty of investors have doubts about the AI-driven rally and the tense geopolitical backdrop, the...
FOMC Minutes Signal Dovish Policy Tilt, But 'Majority' Fear Inflation Upside Risks
08.10.2025, 20:06 Uhr. ZeroHedge News - https: - FOMC Minutes Signal Dovish Policy Tilt, But 'Majority' Fear Inflation Upside Risks Since the last FOMC meeting (when The fed cut rates by 25bps with one dissent for 50bps on Sept 17th), gold has gone to the moon, stocks are higher (as is the dollar) while bonds are down modestly... Source: Bloomberg As a reminder, at his post-meeting press conference...
Gold Tops $4,000 For The First Time, And How Goldman Is Trading The Meltup From Here
08.10.2025, 05:04 Uhr. ZeroHedge News - https: - Gold Tops $4,000 For The First Time, And How Goldman Is Trading The Meltup From Here Gold has just topped the $4,000/oz level for the first time ever, cementing its status as the year’s best performing asset and most intriguing story in global commodities, not to mention the most important themes across broader financial markets - one of accelerating...
First Tricolor Subprime Meltdown, Now UBS Warns: Consumer Weakness Spreading From Low-Income To Middle-Class
06.10.2025, 18:35 Uhr. ZeroHedge News - https: - First Tricolor Subprime Meltdown, Now UBS Warns: Consumer Weakness Spreading From Low-Income To Middle-Class Restaurant spending has historically been among the first discretionary categories to decline when consumers experience economic hardship. The picture now emerging is one of "lower-income consumer weakness spreading to at least middle-income...
MMT RIP - Good Riddance
02.10.2025, 21:01 Uhr. ZeroHedge News - https: - MMT RIP - Good Riddance By Tom Teague of The Manhattan Modern Monetary Theory is a macroeconomic theory developed in the early 1990s. It maintains that governments that issue their own currency are not financially constrained in the same way as households or businesses. According to MMT, governments can create money and spend as they see fit; taxes...
U.S. Housing Heat Map Signals Ongoing Deceleration As Buyers Wait For Lower Rates
01.10.2025, 21:01 Uhr. ZeroHedge News - https: - U.S. Housing Heat Map Signals Ongoing Deceleration As Buyers Wait For Lower Rates New residential housing construction momentum continued cooling in August, with permits under pressure nationally, particularly in the South and West. Builders are managing inventory tightly while awaiting further Federal Reserve interest rate cuts to hopefully revive...
US Real Estate Industry Cautiously Optimistic About Fall Market
29.09.2025, 21:00 Uhr. ZeroHedge News - https: - US Real Estate Industry Cautiously Optimistic About Fall Market Authored by Mary Prenon via The Epoch Times (emphasis ours), Despite a slight 0.2 percent dip in national home sales in August, real estate professionals nationwide remain cautiously optimistic about the fall market, which officially began on Sept. 22. A single-family home is listed for...
Rabobank: We Are Witnessing Complete Breakdown Of The Liberal Economic Order
29.09.2025, 20:00 Uhr. ZeroHedge News - https: - Rabobank: We Are Witnessing Complete Breakdown Of The Liberal Economic Order By Benjamin Picton, senior market strategist at Rabobank YOUNGSTOWN ON THE RUHR US equity markets rallied and short-end yields fell on Friday following a benign PCE price index report for the month of August. Both headline and core PCE printed in-line with expectations at 2...
Futures Jump As Meltup Returns, Gold Soars To New Record High Ahead Of Govt Shutdown
29.09.2025, 14:32 Uhr. ZeroHedge News - https: - Futures Jump As Meltup Returns, Gold Soars To New Record High Ahead Of Govt Shutdown Last week's small market swoon is a distant memory with US equity futures up sharply on Monday, led by tech and small caps as the S&P looks to set a new ATH. As of 8:00am ET, S&P futures are up 0.5% (and off session highs) keeping the benchmark on track for its best...
Democrats Rage, Leftist NGO Mobilizes After ICE Arrest of Iowa's Top School Superintendent
28.09.2025, 21:46 Uhr. ZeroHedge News - https: - Democrats Rage, Leftist NGO Mobilizes After ICE Arrest of Iowa's Top School Superintendent Democrats expressed "national outrage" after the ICE arrest of Ian Roberts, an illegal alien from Guyana who somehow became the Superintendent of Des Moines Public Schools, the largest school district in Iowa. Roberts competed as an Olympic athlete and distance...
Accommodative Or Restrictive? Decoding The Fed's Latest Move
25.09.2025, 13:22 Uhr. ZeroHedge News - https: - Accommodative Or Restrictive? Decoding The Fed's Latest Move Authored by Michael Lebowitz via RealInvestmentAdvice.com, Some Wall Street pundits believe that the recent Fed rate cut makes its policy too accommodative, and they also argue that the Fed is creating a “Goldilocks” scenario for the stock market. To wit, we recently saw the following...