Neueste Heute 25.04.2024 24.04.2024
SEC Expected To Deny Spot Ether ETFs In May, Consensys Sues Over 'Security' Status
26.04.2024, 02:46 Uhr. ZeroHedge News - https: - SEC Expected To Deny Spot Ether ETFs In May, Consensys Sues Over 'Security' Status There are increasing doubts among industry insiders that the SEC will approved Spot Ether ETFs in May, according to a report from Reuters. According to four people who participated, recent meetings between issuers and the SEC have been one-sided and agency staff have...
Sixth Time The Charm? Meet The ZiG: Zimbabwe's New 'Gold-Backed' Currency
25.04.2024, 19:48 Uhr. ZeroHedge News - https: - Sixth Time The Charm? Meet The ZiG: Zimbabwe's New 'Gold-Backed' Currency Authored by Peter C. Earle via The American Institute for Economic Research, Zimbabwe’s historical relationship with money has been inundated with mistakes, recklessness, and hardship. During the peak of its 2008 hyperinflation, the nation experienced a catastrophic economic...
Soggy 7Y Auction Prices On The Screws; Foreign Demand Sags Amid Surge In Directs
25.04.2024, 19:20 Uhr. ZeroHedge News - https: - Soggy 7Y Auction Prices On The Screws; Foreign Demand Sags Amid Surge In Directs Following two solid, record-large coupon auctions this week, when first the 2Y auction stopped through and then the 5Y auction tailed, we just got the third possible outcome moments ago, when in the sale of $44 billion in 7Y paper (which was not a record large auction unlike...
Gold Prices: Beyond Inflation And Real Yields
25.04.2024, 18:28 Uhr. ZeroHedge News - https: - Gold Prices: Beyond Inflation And Real Yields Authored Robert Burrows via BondVigilantes.com, Renowned for its role as a hedge against economic uncertainty and inflation, gold has long captivated investors. One key factor influencing gold’s price is the relationship between real yields and inflation. Over the long term, gold has protected one against...
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...
Wall Street Reacts To Today's Stagflationary Data Dump
25.04.2024, 16:08 Uhr. ZeroHedge News - https: - Wall Street Reacts To Today's Stagflationary Data Dump After today's stagflationary GDP print, which came below the lowest Wall Street estimate even as core PCE came in above the highest estimate... ... there has been an outcry of horror from Wall Street's traders, analysts and strategists as the BEA once again steamrolled all over Wall Street's benevolent...
US Futures Tumble After Facebook Implodes; GDP Data On Deck
25.04.2024, 14:09 Uhr. ZeroHedge News - https: - US Futures Tumble After Facebook Implodes; GDP Data On Deck The three-day rebound from last week's rout ended with a thud after the close yesterday when Meta imploded, plunging as much as 17% and losing $200 billion in market cap, after the company revealed disappointing revenue guidance coupled with higher capex projections. The report sent US futures...
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...
Subpar 5Y Auction Tails, Pushes Yields To Session Highs
24.04.2024, 19:22 Uhr. ZeroHedge News - https: - Subpar 5Y Auction Tails, Pushes Yields To Session Highs One day after the US sold a record amount of 2 Year paper in a very strong auction, the Treasury has followed that up with a record amount of 5 year paper, this time in a less than impressive sale. The $70BN in 5Y paper was up $3BN from $67BN last month and was the highest amount on record offered...
Yields Will Trigger "Serious Earthquakes" Across The Economy, Former Floor Trader Says
24.04.2024, 18:13 Uhr. ZeroHedge News - https: - Yields Will Trigger "Serious Earthquakes" Across The Economy, Former Floor Trader Says Submitted by QTR's Fringe Finance Jack Boroudjian is a legendary former floor trader and now Chairman of SmartXData. Aside from over 30 years of industry experience, Jack is a published author "Secrets of the Trading", Wiley 2007 and has countless articles published...
Futures Rise For Third Day As Tesla, Texas Instruments Surge Boosts Tech Stocks
24.04.2024, 14:15 Uhr. ZeroHedge News - https: - Futures Rise For Third Day As Tesla, Texas Instruments Surge Boosts Tech Stocks Equity futures rose for the third day in a row - last week's brutal drubbing a distant memory - with tech outperforming as Tesla soars premarket after Elon Musk vowed to launch less-expensive vehicles as soon as late this year while Texas Instruments jumped 7% after...
Chinese FX Outflows Soar, Priming The Next Bitcoin Surge
24.04.2024, 05:27 Uhr. ZeroHedge News - https: - Chinese FX Outflows Soar, Priming The Next Bitcoin Surge Last October, when we pointed out that China's FX outflows had just hit a whopping $75BN - the single biggest monthly outflow since the 2015 currency devaluation - we concluded that the "unfavorable interest rate spread between China and the US will "likely imply persistent depreciation and outflow...
There Is So Much For The Market To "Pass"/"Over" Right Now
23.04.2024, 23:45 Uhr. ZeroHedge News - https: - There Is So Much For The Market To "Pass"/"Over" Right Now By Michael Every of Rabobank "Pass"/"Over" There is so much for markets to try to pass over right over: and they are certainly doing so. Niall Ferguson warns us again about an escalating global Cold War 2 using Tolkien as an analogy – real Tolkien, not the insult that was The Rings of Power...
Record Large 2Y Auction Sees Stellar Demand, First Stop Through Of 2024
23.04.2024, 19:38 Uhr. ZeroHedge News - https: - Record Large 2Y Auction Sees Stellar Demand, First Stop Through Of 2024 Bond traders were paying close attention to today's 2Y auction not only because at $69 billion in size, it would once again break the record for biggest 2Y auction issuance on record, but also because it comes at a time when yields are trading just shy of 2024 highs. The results...
'Buy All The Things' - Dismal Data Lifts Rate-Hike Odds As Markets Ignore Price-Pressures
23.04.2024, 16:37 Uhr. ZeroHedge News - https: - 'Buy All The Things' - Dismal Data Lifts Rate-Hike Odds As Markets Ignore Price-Pressures Seemingly choosing to ignore soaring new home sales and median home prices (and wage-related and input cost pressures within the PMI data), US equity markets, bond markets. gold, and crypto are all riopping higher on the 'bad news' decline in Manfacturinag Services...
Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields
23.04.2024, 14:23 Uhr. ZeroHedge News - https: - Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields US equity futures are higher for the second day, even as small-caps underperform after bond yields rise about +4bps and trade near session highs. As of 7:40am S&P and Nasdaq futures were 0.3% higher after Wall Street’s rebound from a $2 trillion selloff; European...
Kolanovic Says "Correction Has Further To Go" Even As JPM's Trading Desk Remains "Bullish"
23.04.2024, 02:31 Uhr. ZeroHedge News - https: - Kolanovic Says "Correction Has Further To Go" Even As JPM's Trading Desk Remains "Bullish" On one hand, the technical storm appears to have subsided: as we correctly predicted last night, just days after the biggest CTA shake-out in over a year (thanks to the fake Iran-Israel war, which on Thursday shook out all the sell stops thanks to the latest brutal...
Trump Lawyer Rages At "Waste Of Taxpayers' Dollars" As Judge Approves Trump's $175 Million Bond In New York Civil Case
22.04.2024, 21:08 Uhr. ZeroHedge News - https: - Trump Lawyer Rages At "Waste Of Taxpayers' Dollars" As Judge Approves Trump's $175 Million Bond In New York Civil Case Authored by Sam Dorman, Catherine Yang, and Juliette Fairley via The Epoch Times, Former President Donald Trump and New York Attorney General Letitia James reached an agreement on April 22 regarding his $175 million bond in his New...
Futures Rebound As Geopolitical Fears Fade, Fed Enters Blackout Period
22.04.2024, 14:11 Uhr. ZeroHedge News - https: - Futures Rebound As Geopolitical Fears Fade, Fed Enters Blackout Period US equity futures rose, putting the S&P on pace for its first gain after 6 straight days of losses, as focus shifted from Middle East tensions to a raft of company earnings this week, including four of the Mag7 tech megacaps which got hammered last week. At 7:40am, S&P emini futures...
When Will The Yen Carry Trade End?
22.04.2024, 13:20 Uhr. ZeroHedge News - https: - When Will The Yen Carry Trade End? Via SchiffGold.com, Decades of negative interest rate policy in Japan have ended. That could mean the end of the $20 trillion “yen carry trade,” once one of the most popular trades on foreign exchange markets, and a chain reaction in the global economy. The yen carry trade is when investors borrow yen to buy assets...
Judge Who Handed Down $454 Million Trump Penalty Set To Rule On Validity Of Reduced Bond
21.04.2024, 20:01 Uhr. ZeroHedge News - https: - Judge Who Handed Down $454 Million Trump Penalty Set To Rule On Validity Of Reduced Bond Authored by Catherine Yang via The Epoch Times, After weeks of trying to secure a bond and arguing to an appeals court that a $454 million bond was “impossible,” former President Donald Trump secured a $175 million bond to stay judgment only to now have to make...
Should I Stay Or Should I Go?
21.04.2024, 19:30 Uhr. ZeroHedge News - https: - Should I Stay Or Should I Go? By Peter Tchir of Academy Securities Should I Stay or Should I Go? Coming up for air after what was an intense week on the geopolitical and market side of things, I’m really being forced to reconsider my current recommendations (bearish bonds, stocks, and credit). I keep thinking: If I go, there will be trouble And if...
Gold Miners Will Trade At "Multiples" Of Current Prices
21.04.2024, 16:35 Uhr. ZeroHedge News - https: - Gold Miners Will Trade At "Multiples" Of Current Prices Submitted by QTR's Fringe Finance Friend of Fringe Finance Lawrence Lepard released his most recent investor letter this week. He gets little coverage in the mainstream media, which, in my opinion, makes him someone worth listening to twice as closely. Larry was kind enough to allow me to share...
Debt Matters: Why It's Time To Position Into Countries With Low Outstanding Debt
21.04.2024, 15:20 Uhr. ZeroHedge News - https: - Debt Matters: Why It's Time To Position Into Countries With Low Outstanding Debt Authored by Robert Burrows via BondVigilantes.com, In an era of economic uncertainty and volatility, the importance of managing national debt has never been more evident. Investors seek stability and long-term growth opportunities, so the spotlight turns towards countries...
Living On Uneasy Street
19.04.2024, 23:21 Uhr. ZeroHedge News - https: - Living On Uneasy Street Authored by Charles Hugh Smith via OfTwoMinds blog, It's nice to anticipate sunny weather, but it's a good idea to carry an umbrella just in case the forecasts prove overly optimistic. Yes, the market will rally if World War III didn't start last night. The market will also rally if World War III does start, because the Federal...
Economic Warning From The NFIB
19.04.2024, 14:21 Uhr. ZeroHedge News - https: - Economic Warning From The NFIB Authored by Lance Roberts via RealInvestmentAdvice.com, The latest National Federation of Independent Business (NFIB) survey was an economic warning that departed widely from more robust governmental reports. In a recent analysis of small businesses, we discussed the importance those business owners play in the economy...
Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns
18.04.2024, 21:01 Uhr. ZeroHedge News - https: - Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns Who could have seen this coming? btw this is where the next really big crash will start https://t.co/XcK2RezYEk — zerohedge ( zerohedge) February 1, 2024 Bloomberg's Ye Xie reports that a small group of funds has accumulated such large short wagers in the Treasury market that they could...
"The Federal Reserve Is Clearly Trapped"
18.04.2024, 16:47 Uhr. ZeroHedge News - https: - "The Federal Reserve Is Clearly Trapped" Submitted by QTR's Fringe Finance Friend of Fringe Finance Lawrence Lepard released his most recent investor letter this week. He gets little coverage in the mainstream media, which, in my opinion, makes him someone worth listening to twice as closely. Larry was kind enough to allow me to share his thoughts...
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...
Stellar 20Y Auction Sends Yields Sliding To Session Lows
17.04.2024, 19:29 Uhr. ZeroHedge News - https: - Stellar 20Y Auction Sends Yields Sliding To Session Lows With yields surging yesterday to a 2024 high in a move which sent stocks sliding for a 3rd consecutive day, a dump which extended today as more CTA selling kicked in, but unlike yesterday it is now also manifesting in a flight to bond safety which has pushed yields sharply lower, moments ago the...
Gold's Resilience Shows A Currency Crisis Isn't Far Away
17.04.2024, 19:21 Uhr. ZeroHedge News - https: - Gold's Resilience Shows A Currency Crisis Isn't Far Away First it was Michael Hartnett, warning that the "Explosion In Gold Shows Investors Are Preparing For The Endgame", now it's Bloomberg's turn. According to BBG Markets Live reporter Mark Cranfield, the resilience of precious metals in the face of rising bond yields and a strong US dollar suggests...
Futures Rebound After 3 Day Rout As Rates Drop From 2024 Highs
17.04.2024, 14:12 Uhr. ZeroHedge News - https: - Futures Rebound After 3 Day Rout As Rates Drop From 2024 Highs US equity futures and European markets are higher, reversing several days of losses after positive earnings from some of Europe’s biggest companies lifted the mood as markets were roiled by a more hawkish outlook for interest rates. Futures on the S&P 500 rose by 0.4% reversing three days...
What If The Fed's Hikes Are Actually Sparking US Economic Boom?
16.04.2024, 20:40 Uhr. ZeroHedge News - https: - What If The Fed's Hikes Are Actually Sparking US Economic Boom? Authored by Ye Xie via Bloomberg, As the US economy hums along month after month, minting hundreds of thousands of new jobs and confounding experts who had warned of an imminent downturn, some on Wall Street are starting to entertain a fringe economic theory. What if, they ask, all those...
This Unhappy Global Dynamic Will Lead Markets And Market Analysis For Years To Come
16.04.2024, 17:10 Uhr. ZeroHedge News - https: - This Unhappy Global Dynamic Will Lead Markets And Market Analysis For Years To Come By Michael Every of Rabobank Non Ducor, Duco Who/what leads and who/what is led? That’s the question you should be asking yourself again today - even as most in markets think what they are paid to look at leads all rather than accept that life has (changeable) hierarchies...
Futures Rebound On Strong Earnings Even As Global Market Mood Remains Dismal
16.04.2024, 15:16 Uhr. ZeroHedge News - https: - Futures Rebound On Strong Earnings Even As Global Market Mood Remains Dismal S&P futures traded modestly in the green, erasing earlier losses and signaling a recovery after the S&P 500 fell more than 1% in the past two sessions, following stronger than expected earnings from index heavyweight UnitedHealth Group which soared 6% after reporting first-quarter...
Lockheed Martin Wins $17BN Interceptor Contract To Protect US Homeland
16.04.2024, 02:00 Uhr. ZeroHedge News - https: - Lockheed Martin Wins $17BN Interceptor Contract To Protect US Homeland With one massive war in Eastern Europe grinding past two years and with another potential major war brewing in the Middle East, Western defense contractors are perhaps the only ones with a smile on their faces while much of the rest of humanity suffers. On Monday the US Missile Defense...
'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not
15.04.2024, 21:43 Uhr. ZeroHedge News - https: - 'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not Authored by Simon White, Bloomberg macro strategist, Equity, fixed-income, credit, commodity and even FX volatility are beginning to rise in unison. The proximate cause may have been rising geopolitical tensions, but the underlying conditions were there long before, and cross-asset volatility...
It's Not Just The Middle East: Here Are The Main Events This Busy Week
15.04.2024, 18:01 Uhr. ZeroHedge News - https: - It's Not Just The Middle East: Here Are The Main Events This Busy Week While back on Friday the market's attention was mostly on the start of earnings season, this weekend's events have quickly shift focus and looking forward, the important question now is how Israel might respond to the (scripted) war between Iran and Israel, and whether it could lead...
'Retaliation Risk' - What Wall Street Thinks Ahead Of Market Open
14.04.2024, 19:26 Uhr. ZeroHedge News - https: - 'Retaliation Risk' - What Wall Street Thinks Ahead Of Market Open The first actual 'market' response we have seen to Iran's attack on Israel is in crypto, which saw - rather intriguingly - a huge puke as the drones/missiles flew, and then some comeback as the impact of the attack seemed marginal at worst (and for now retaliation remains muted)... Source:...
Geopolitical Risk – Hedging The Unhedgeable?
14.04.2024, 16:30 Uhr. ZeroHedge News - https: - Geopolitical Risk – Hedging The Unhedgeable? Authored by Peter Tchir via Academy Securities, This is the first time (in a long time) that I contemplated not doing a weekend T-Report. What’s the point when by the time you read it, everything in the geopolitical realm may have changed? But, with so much going on and so much chatter about geopolitical...
Afghan Migrant On Terror List Released By Immigration Judge, Free To Roam USA
14.04.2024, 00:05 Uhr. ZeroHedge News - https: - Afghan Migrant On Terror List Released By Immigration Judge, Free To Roam USA An Afghan man and illegal immigrant who's on the FBI terror watchlist has been twice apprehended in the United States only to be released by a federal apparatus that continues to make a mockery of the very notion of "border security." Mohammad Kharwin, 48, was first arrested...
How Biden's Inflation Reduction Act Failed To Reduced Electricity Costs In Pictures
13.04.2024, 18:50 Uhr. ZeroHedge News - https: - How Biden's Inflation Reduction Act Failed To Reduced Electricity Costs In Pictures Authored by Mike Shedlock via MishTalk.com, Let’s check in on the not exactly impressive energy and inflation results of Biden’s Inflation Reduction Act (IRA)... Data from the BLS, chart by Mish Biden’s energy policy has been an inflationary disaster. And make...
The Secular Trend In Treasuries Is Breaking Down
12.04.2024, 18:40 Uhr. ZeroHedge News - https: - The Secular Trend In Treasuries Is Breaking Down Authored by Simon White, Bloomberg macro strategist, For all of the risk aversion boosting Treasuries today, the 40-year bond bull market is receding further into history as the bear market tightens its grip. The mean growth rate in USTs is falling, leaving bonds still overbought and therefore subject...
Futures Tumble On Disappointing JPM Earnings, Surging Geopolitical Risks
12.04.2024, 15:04 Uhr. ZeroHedge News - https: - Futures Tumble On Disappointing JPM Earnings, Surging Geopolitical Risks Futures are tumbling this morning, hit by disappointing earnings and outllook from the largest US bank, JPMorgan whose stock is down around 3% in a soggy launch to Q1 earnings season, while growing fears of an imminent conflict between Israel and Iran have sent oil surging and...
GODL! Precious Metal Soars Above $2,400 After Sudden Gap Higher
12.04.2024, 03:58 Uhr. ZeroHedge News - https: - GODL! Precious Metal Soars Above $2,400 After Sudden Gap Higher Crypto bulls - at least those who didn't sell previously - have had their day in the sun for the past 3 months as bitcoin and most other fiat alternatives soared, making it clear why, despite the difficult, it can be so very profitable to HODL, especially with the US is approaching the...
The Case For Owning Treasuries Is Evaporating
11.04.2024, 15:16 Uhr. ZeroHedge News - https: - The Case For Owning Treasuries Is Evaporating Authored by Simon White, Bloomberg macro strategist, Contrarians will love this column as it will show there is still no smoking gun for a recession in the US. They might see that as proof then that one must be imminent and yields are going much lower. But contrarianism for its own sake is rarely a good...
Futures Slide As "Punched In The Face" Market Eyes Surging Yields Ahead Of ECB, PPI
11.04.2024, 14:30 Uhr. ZeroHedge News - https: - Futures Slide As "Punched In The Face" Market Eyes Surging Yields Ahead Of ECB, PPI Futures are weaker signaling further losses on Wall Street as stubborn inflation forces investors to reduce their expectations for Federal Reserve interest-rate cuts; tech stocks are underperforming following the significant surge in Treasuries yields which has continued...
Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come
11.04.2024, 14:30 Uhr. ZeroHedge News - https: - Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come After yesterday's US CPI print - and the dramatic adjustment to market expectations of Fed policy action (timing and extent) - this morning's ECB was expected to be a nothing-burger with all eyes out for any confirmation that June is 'go-time' for Lagarde to cut (albeit a rare...
Is Gold Warning Us Or Running With The Markets?
10.04.2024, 18:26 Uhr. ZeroHedge News - https: - Is Gold Warning Us Or Running With The Markets? Authored by Michael Lebowitz via RealInvestmentAdvice.com, Having risen by about 40% since last October, Gold is on a moonshot. Many investment professionals consider gold prices to be a macro barometer, measuring the level of anxiety in the economy, inflation, currency, and geopolitics. Therefore, we...
Surveying The Post-CPI Market Carnage...
10.04.2024, 15:03 Uhr. ZeroHedge News - https: - Surveying The Post-CPI Market Carnage... The odds of a June Fed rate-cut have been eviscerated by this morning's narrative-crushing CPI prints with the market now pricing a less-than-1-in-5 chance of a cut... Source: Bloomberg This guy got proper-fucked... Someone today placed a record size trade in SOFR futures one day before CPI…baller move 🔥👇...