Neueste Heute 14.05.2024 13.05.2024
China's Broadest Credit Metric Just Turned Negative For The First Time Since 2005
13.05.2024, 22:40 Uhr. ZeroHedge News - https: - China's Broadest Credit Metric Just Turned Negative For The First Time Since 2005 China has lots of economic problems (even if the market has been surprisingly generous in the past 4 months and allowed Chinese stocks to surge despite any actual economic rebound or recovery), but this is a new one. It is hardly a secret that for much of the past 15 years...
Even If Powell "Can't See The Stag And Can't See The Flation", Consumers Can
13.05.2024, 17:29 Uhr. ZeroHedge News - https: - Even If Powell "Can't See The Stag And Can't See The Flation", Consumers Can By Benjamin Picton, Senior Macro Strategist at Rabobank Bumps and Potholes UK Q1 GDP surprised to the upside at the end of last week to print at +0.6%, rather than the more modest 0.4% that market economists had been expecting. That means that Britain is officially out of recession...
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...
Futures, Global Markets Rise On Rising Fed Cut Bets
06.05.2024, 14:11 Uhr. ZeroHedge News - https: - Futures, Global Markets Rise On Rising Fed Cut Bets Global stocks and US equity futures jumped to start the new week, with the S&P 500 poised to extend last week’s rally as traders grew increasingly confident in the likelihood that the Fed will cut interest rates this year. As of 7:40am, S&P 500 and Nasdaq 100 futures added 0.3%, tracking gains in...
Bitcoin ETFs See Buying Resurgence; 'Mr.100' BTFD As Grayscale Sees First Inflow Since Jan
04.05.2024, 22:55 Uhr. ZeroHedge News - https: - Bitcoin ETFs See Buying Resurgence; 'Mr.100' BTFD As Grayscale Sees First Inflow Since Jan For the first time since spot bitcoin ETFs were launched, Grayscale's Bitcoin Trust ETF (GBTC) saw a daily net inflow on Friday (of $63 million)... Source: Bloomberg GBTC has dominated the outflows since inception (adding up to around $17.5 billion) since the...
Governments Cause Inflation And Hurt Bond Investors
04.05.2024, 22:20 Uhr. ZeroHedge News - https: - Governments Cause Inflation And Hurt Bond Investors Authored by Daniel Lacalle, The Fed’s preferred inflation measure rose 2.8% in March from a year ago. This is the core personal consumption expenditures price index, excluding food and energy, which should be less volatile than the consumer price index and a better indicator of the real process of...
Europe Scraps Net Zero, Biden Should But Won't, Why?
04.05.2024, 17:41 Uhr. ZeroHedge News - https: - Europe Scraps Net Zero, Biden Should But Won't, Why? Authored by Mike Shedlock via MishTalk.com, “Unaffordable climate commitments have two leftist British parties racing to exit stage left.” Europeans Ditch Net Zero The Wall Street Journal reports Europeans Ditch Net Zero, While Biden Clings to It You know you’ve stumbled through the looking...
Big Taper, Bad Data, & Buyback Bonanza Sparks Buying Frenzy In Bonds & Stocks
03.05.2024, 22:00 Uhr. ZeroHedge News - https: - Big Taper, Bad Data, & Buyback Bonanza Sparks Buying Frenzy In Bonds & Stocks The markets took on a Dickensian dimension this week as while "it was the worst of times (for economic data), it was the best of times (for stocks)"... The US Macro Surprise Index continued its serial disappointment plunge into the red - the weakest since Feb 2023 (not helped...
"Is This China Rally For Real?" - Goldman's Flows Guru Says 'Yes'
03.05.2024, 19:46 Uhr. ZeroHedge News - https: - "Is This China Rally For Real?" - Goldman's Flows Guru Says 'Yes' On Jan 24th, we posted a recommendation on our Premium-Subscriber twitter feed, suggesting subscribers: "Get Long FXI here..." Like many of the reccs on this exclusive feed, it has done rather well... (Subscribe to Premium ZeroHedge here) The question is, after gaining 30%, do we stay...
Fed Policies Turn The Wealth Gap Into A Chasm
01.05.2024, 17:33 Uhr. ZeroHedge News - https: - Fed Policies Turn The Wealth Gap Into A Chasm Authored by Michael Lebowitz via RealInvestmentAdvice.com, In an op-ed for the Washington Post on November 5, 2010, Ben Bernanke did a victory lap, praising the Fed’s efforts in stemming the financial crisis. In the article, he discusses how QE and other Fed policies eased financial conditions, bolstering...
California's Tax Revenue Projections Weakening As Newsom's Budget Revision Deadline Looms
30.04.2024, 01:40 Uhr. ZeroHedge News - https: - California's Tax Revenue Projections Weakening As Newsom's Budget Revision Deadline Looms Authored by Travis Gillmore via The Epoch Times (emphasis ours), With the state facing a record-high budget deficit, tax collections are failing to meet California Gov. Gavin Newsom’s budget proposal projections, which could put further pressure on the state’s...
Governments Could Stop Inflation If They Wanted... They Will Not
22.04.2024, 20:26 Uhr. ZeroHedge News - https: - Governments Could Stop Inflation If They Wanted... They Will Not Authored by Daniel Lacalle, Inflation is no coincidence. It is a policy. Governments, along with their so-called experts, attempt to persuade you that inflation stems from anything other than the consistent, albeit slower, rise in aggregate prices year after year. Issuing more currency...
Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market
18.04.2024, 04:43 Uhr. ZeroHedge News - https: - Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market Tin prices on the London Metal Exchange have surged 27% this year, landing on the radars of some institutional desks. Other commodities closely monitored by hedge funds include cocoa, coffee, Brent crude, copper, and gold. Bloomberg notes that LME data for the tin market shows the...