Neueste Heute 03.05.2024 02.05.2024
A Question To Challenge The Deflationary Mindset
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - A Question To Challenge The Deflationary Mindset Authored by Louis-Vincent Gave via Gavekal Research blog, The rise in US treasury yields this year initially caused the usual casualties: the yen, won, euro, and British pound. From exchange rates, it seems that the US interest rate wrecking ball is now wreaking destruction among richly-valued technology...
This Week's Cocoa Price Crash Marks Largest Ever Drop
03.05.2024, 06:03 Uhr. ZeroHedge News - https: - This Week's Cocoa Price Crash Marks Largest Ever Drop What goes up, must come down. Cocoa prices turned lower on Thursday, extending a weekly decline that is slated to be the largest on record due to the evaporation of liquidity from large traders. Futures in New York plunged as much as 9.3% to the lowest level since mid-March and have...
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...
Futures Rise As Dovish Fed Boosts Sentiment, Reverse Bizarre Post-Powell Slide
02.05.2024, 14:18 Uhr. ZeroHedge News - https: - Futures Rise As Dovish Fed Boosts Sentiment, Reverse Bizarre Post-Powell Slide After a bizarre reversal when US stocks first slumped and then dumped after Powell's very dovish FOMC statement and press conference, US equity futures have regained their footing this morning and advanced as traders took comfort from the Fed’s signal that there’s no...
DoJ Charges 'Bitcoin Jesus' With Tax Fraud
01.05.2024, 00:23 Uhr. ZeroHedge News - https: - DoJ Charges 'Bitcoin Jesus' With Tax Fraud Authored by Turner Wright via CoinTelegraph.com, The early crypto investor, often called ‘Bitcoin Jesus,’ faces extradition to the U.S. after being charged with evading nearly $50 million in taxes. Officials with the United States Department of Justice announced charges against early Bitcoin investor Roger...
Futures Rise, Yen Downgraded To Banana Republic Currency After Another Rollercoaster Session
29.04.2024, 14:24 Uhr. ZeroHedge News - https: - Futures Rise, Yen Downgraded To Banana Republic Currency After Another Rollercoaster Session US equity futures swung between gains and losses and traded near session highs as US traders walked to their desks on Monday morning after a rollercoaster day for the Japanese yen, which increasingly looks like some 3rd world banana republic currency instead...
EU Begins 'Tank Of Future' Development After Russia Annihilates Leopard 2 Tanks In Ukraine
29.04.2024, 11:45 Uhr. ZeroHedge News - https: - EU Begins 'Tank Of Future' Development After Russia Annihilates Leopard 2 Tanks In Ukraine German Defense Minister Boris Pistorius and his French counterpart, Sebastien Lecornu, announced Friday the two countries will produce the next-generation battle tank to replace Germany's Leopard 2 tank that will land on modern battlefields in the late 2030s...
UK Navy Reports Two Vessels Attacked In Red Sea, One Damaged
27.04.2024, 00:00 Uhr. ZeroHedge News - https: - UK Navy Reports Two Vessels Attacked In Red Sea, One Damaged Yemen's Iran-backed Houthi rebels may have launched attacks on two vessels transiting southwest of Mukha, a port city on the highly contested southern Red Sea. Bloomberg says the UK Navy has confirmed two attacks on vessels in a series of headlines hitting the Terminal around 1400...
This "Emperor" Has No Clothes
25.04.2024, 15:35 Uhr. ZeroHedge News - https: - This "Emperor" Has No Clothes Authored by James Rickards via DailyReckoning.com, Does the Fed even matter that much to the real economy and investor portfolios? That’s an important question that doesn’t get nearly enough scrutiny. It’s possible that neither the Fed nor the reporters who cover the Fed want to ask hard questions about what the Fed...
"That's Concerning": US Indo-Pacific Commander Warns China Becoming More Aggressive As Economic Recovery "Failing"
24.04.2024, 04:45 Uhr. ZeroHedge News - https: - "That's Concerning": US Indo-Pacific Commander Warns China Becoming More Aggressive As Economic Recovery "Failing" One of the biggest questions of our time is whether China and the United States can escape Thucydides's Trap. It seems that, in the short term, the US will likely avoid direct conflict with China, but in the long term, there will be...
Just A Correction, Or Is The Bull Market Over?
23.04.2024, 19:07 Uhr. ZeroHedge News - https: - Just A Correction, Or Is The Bull Market Over? Authored by Lance Roberts via RealInvestmentAdvice.com, Is this just a correction after a strong bullish advance from November, or is the bull market ending? If you read some of the headlines, you would suspect the latter. As noted by MarketWatch last week: “For the first time since early November 2023...
GM Shifts Into Higher Gear As It Beats Quarterly Results, Raises 2024 Guidance
23.04.2024, 18:52 Uhr. ZeroHedge News - https: - GM Shifts Into Higher Gear As It Beats Quarterly Results, Raises 2024 Guidance General Motors shares are higher in premarket trading after raising its 2024 guidance and beating Wall Street analysts' top- and bottom-line expectations for the first quarter. The automaker cited stable pricing and increasing demand for its petrol-powered vehicles. ...
Why A Powerful Silver Bull Market May Be Ahead
22.04.2024, 19:00 Uhr. ZeroHedge News - https: - Why A Powerful Silver Bull Market May Be Ahead By Jesse Colombo of BullionStar Since early-March, precious metals have launched one of their sharpest rallies in decades. Gold surged by 16% and silver by 26%, which are significant moves for safe-haven assets — especially considering that it played out over such a short time period. During this rally...
The Copper Supply Shortage Is Here
22.04.2024, 15:05 Uhr. ZeroHedge News - https: - The Copper Supply Shortage Is Here Via SchiffGold.com, With the AI boom and green energy push fueling fresh copper demand, and with copper mines aging and not enough projects to match demand with supply, the forecasted copper shortage has finally arrived in earnest. Coupled with persistently high inflation in the US, EU, and elsewhere, I predict...
Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom
22.04.2024, 14:46 Uhr. ZeroHedge News - https: - Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom The head of climate research at commodities hedge fund firm Andurand Capital Management says now is not the time to bet on a bull market for carbon credits. There is growing pessimism in the voluntary carbon markets amid turmoil within the world's top arbiter...
Sam Altman Powers Up America With Clean Energy Startup Investment
22.04.2024, 13:45 Uhr. ZeroHedge News - https: - Sam Altman Powers Up America With Clean Energy Startup Investment Sam Altman and venture capital firm Andreessen Horowitz are betting on solar power and energy storage that can supply a low-carbon future to artificial intelligence data centers. Altman, the face of the AI chatbot boom, has also invested in nuclear power technology to fuel America's...
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...
A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors
19.04.2024, 17:53 Uhr. ZeroHedge News - https: - A Very Ugly Week For The Nasdaq, A Terrible Week For Semiconductors It's been a very ugly week for momentum names, but since these days that really means AI and/or mega tech, we can just saw this has been a very ugly week for the Nasdaq. And sure enough, with the QQQs down 0.4%, the Nasdaq is now pacing for its worst week in over a year - and is down...
Conservatives Call For House Hearing On Google Gemini Ahead Of 2024 Election
19.04.2024, 03:40 Uhr. ZeroHedge News - https: - Conservatives Call For House Hearing On Google Gemini Ahead Of 2024 Election Authored by Eric Lundrum via American Greatness, Conservative activists have been calling for the House GOP to hold congressional hearings regarding the threat of Google Gemini, Google’s artificial intelligence (AI) program, and its left-wing biases ahead of the 2024 election...
The Great Freight Recession Has Now Lasted Longer Than The COVID Bull Market
18.04.2024, 23:01 Uhr. ZeroHedge News - https: - The Great Freight Recession Has Now Lasted Longer Than The COVID Bull Market By Greg Fuller, CEO of FreightWaves On March 31, 2022, FreightWaves declared that a freight recession was imminent. More than two years later, the freight market remains in one of its deepest and longest recessions in history. The trucking industry is asking, “How much longer...
Netflix Reports Blowout Q1 Results And Subscriber Adds But Warns Gains Will Slow, Stock Slides
18.04.2024, 22:37 Uhr. ZeroHedge News - https: - Netflix Reports Blowout Q1 Results And Subscriber Adds But Warns Gains Will Slow, Stock Slides After suffering a historic collapse at the end of 2021, when in the span of five months Netflix lost 75% of its value, and when Ackman first bought then immediately dump the stock just around the generational bottom, the company has enjoyed a stellar recovery...
SAAB CEO Says Rising War Risk Drives Defense Spending; Missile Stocks In Bull Market
18.04.2024, 18:49 Uhr. ZeroHedge News - https: - SAAB CEO Says Rising War Risk Drives Defense Spending; Missile Stocks In Bull Market Let's start with these five most recent headlines that show why defense spending needs to increase in a world evolving into a multi-polar state marked by conflict and uncertainty: World Stumbles Into "More Dangerous Decade" As Defense Spending Soars, Says Military...
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...
"Central Bank Observers Take Note": HSBC Warns "Weak Bull" Commodity Run Has Begun
18.04.2024, 01:20 Uhr. ZeroHedge News - https: - "Central Bank Observers Take Note": HSBC Warns "Weak Bull" Commodity Run Has Begun Commodity prices provide a real-time snapshot of the global economy through spot prices, which are essentially high-frequency data about the current supply and demand environment. These prices are key components in measuring inflation, which has shown signs of easing...
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...
Earnings Season Has Started: Here Is The Emerging Picture
16.04.2024, 04:05 Uhr. ZeroHedge News - https: - Earnings Season Has Started: Here Is The Emerging Picture Banks kicked off Q1 earnings last Friday with a painful start: XLF fell 1.3% on Friday alone led by a 6% plunge in JPM stock, and dropped even more on Monday despite strong results from Goldman. While JPM earnings beat (most) expectations, and left 2024 Net Interest Income guidance unchanged...
"China Is About To Start Bidding" - Will Hong Kong Bitcoin ETFs Spark The 'Halving' Rally?
14.04.2024, 14:10 Uhr. ZeroHedge News - https: - "China Is About To Start Bidding" - Will Hong Kong Bitcoin ETFs Spark The 'Halving' Rally? Authored by Zoltan Vardai via CoinTelegraph.com, The potential approval of the first batch of spot Bitcoin exchange-traded funds (ETFs) in Hong Kong could be a big catalyst for Bitcoin’s halving rally, commentators say. Hong Kong could approve 4 Bitcoin ETFs...
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 Political Left Has Proven Beyond A Doubt That They Are Authoritarians
13.04.2024, 05:40 Uhr. ZeroHedge News - https: - The Political Left Has Proven Beyond A Doubt That They Are Authoritarians Authored by Brandon Smith via Alt-Market.us, Nearly 20 years ago when I started my work in the independent media the common mantra among my peers was noting the existence of the “false left/right paradigm” – The idea that Democrats and Republicans were essentially the same...
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...
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...
Von Greyerz: Gold & Silver Are Entering Their Exponential Phase
11.04.2024, 12:31 Uhr. ZeroHedge News - https: - Von Greyerz: Gold & Silver Are Entering Their Exponential Phase Authored by Egon von Greyerz via VonGreyerz.gold, "The desire of gold is not for gold. It is for the means of freedom and benefit." - Ralph Waldo Emerson Gold is now in a hurry and silver even more so. The price moves in the coming months and year are likely to be spectacular. The combination...
Futures On Edge Ahead Of Critical CPI Report
10.04.2024, 14:03 Uhr. ZeroHedge News - https: - Futures On Edge Ahead Of Critical CPI Report Futures are up small before the March CPI data was expected to show further moderation in price pressures following stronger readings at the start of the year, with Mag7 mixed and Semis lower, tracking bigger gains in Europe. Bond yields are uniformly 1bps lower, USD is off a touch, and commodities are mostly...
Renewed Inflation Risks Aren't Scaring Buyers Yet
10.04.2024, 13:23 Uhr. ZeroHedge News - https: - Renewed Inflation Risks Aren't Scaring Buyers Yet By Michael Msika, Bloomberg markets live reporter and strategist The stock market’s momentum is stalling and soaring commodity prices have brought inflation worries back to the forefront. For now, it’s not enough to prompt Wall Street strategists to change their bullish view. HSBC strategists led...
Stocks Face Rug-Pull From Extreme Momentum Move
09.04.2024, 15:06 Uhr. ZeroHedge News - https: - Stocks Face Rug-Pull From Extreme Momentum Move Authored by Simon White, Bloomberg macro strategist, Momentum stocks are very stretched. A reversal exposes the equity market to the risk of a potentially sizable correction, with rising inflation a potential catalyst. Portfolios taking advantage of cheap hedges are better placed to weather any fall in...
In The Next Several Weeks, We Could See $300 Billion Of Liquidity Leaving The System
09.04.2024, 14:28 Uhr. ZeroHedge News - https: - In The Next Several Weeks, We Could See $300 Billion Of Liquidity Leaving The System Submitted by Larry McDonald, creator of the Bear Traps Report and author of the newly published book "When Markets Speak" which has been #1 on Amazon over the last week across most non-fiction, finance categories. What’s Under the Surface? The heart of “conditioning...
Germany Reportedly Goes On Military Spending Spree To Hit NATO Spending Minimums For First Time
09.04.2024, 08:47 Uhr. ZeroHedge News - https: - Germany Reportedly Goes On Military Spending Spree To Hit NATO Spending Minimums For First Time In 2006, NATO defense ministers agreed that each member country would commit at least 2% of its GDP to defense spending. Nearly two decades later, some member countries have not met the target, only to be recently reminded by former President Trump to ramp...
What Is Driving Gold To All-Time Highs?
08.04.2024, 12:30 Uhr. ZeroHedge News - https: - What Is Driving Gold To All-Time Highs? Submitted by BullionStar/Jesse Colombo After more than three years of stagnation, gold has awakened with a vengeance since early-March and has promptly surged by nearly $300 an ounce or 14% to an all-time high $2,330 — a sharp move for a safe-haven asset that has a reputation for its slow and steady trends....
Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 2
24.12.2023, 22:43 Uhr. ZeroHedge News - https: - Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 2 Authored by David B. Collum, Betty R. Miller Professor of Chemistry and Chemical Biology - Cornell University (Email: dbc6 cornell.edu, Twitter: DavidBCollum), This Year in Review is brought to you by healthcare, broken markets, law-and-order, and the case for a multi-year bear...
Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 1
23.12.2023, 21:11 Uhr. ZeroHedge News - https: - Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 1 Authored by David B. Collum, Betty R. Miller Professor of Chemistry and Chemical Biology - Cornell University (Email: dbc6 cornell.edu, Twitter: DavidBCollum), This Year in Review is brought to you by healthcare, broken markets, law-and-order, and the case for a multi-year bear...
Visualizing 60 Years Of Stock Market Cycles
22.12.2023, 12:55 Uhr. ZeroHedge News - https: - Visualizing 60 Years Of Stock Market Cycles Today’s stock market is nothing short of unusual. The S&P 500 has climbed over 24% to date against a backdrop of rising interest rates. Despite these factors, economic growth has been resilient, the unemployment rate has remained low at 3.7% as of November, and inflation has moderated. To give some context...
"No Longer In The Bull Camp"
21.12.2023, 17:38 Uhr. ZeroHedge News - https: - "No Longer In The Bull Camp" Authored by Peter Tchir via Academy Securities, The Party is Over Since the Fed, I have been “torn” on what to do. This weekend, we worried about “snatching defeat from the jaws of victory”. That has followed several weeks of feeling increasingly “reckless” on bullish calls (from Wayne’s World, to Beavis...
Bitcoin Rallies As BlackRock, Nasdaq Hold Second Meeting With SEC Regarding Spot ETF
20.12.2023, 19:31 Uhr. ZeroHedge News - https: - Bitcoin Rallies As BlackRock, Nasdaq Hold Second Meeting With SEC Regarding Spot ETF By Sam Reynolds of CoinDesk.com Representatives from BlackRock (BLK), Nasdaq, and the Securities and Exchange Commission (SEC) met for the second time in a month to discuss rule changes that are necessary to list the bitcoin (BTC) exchange-traded fund (ETF), according...
The Fed's Empire Of Speculation And The Echoes Of 1929
20.12.2023, 13:22 Uhr. ZeroHedge News - https: - The Fed's Empire Of Speculation And The Echoes Of 1929 Authored by Charles Hugh Smith via OfTwoMinds blog, Speculation has its own expiration dynamics, and they don't depend on us recognizing speculative excess for what it is. They will unravel the excesses regardless of what we think, hope or deny. The Federal Reserve has so completely normalized speculative...
Bubble-Like Valuations Pose Hurdle For Nasdaq 100 In 2024
19.12.2023, 20:48 Uhr. ZeroHedge News - https: - Bubble-Like Valuations Pose Hurdle For Nasdaq 100 In 2024 By Ven Ram, Bloomberg Markets Live reporter and strategist Not since 2009 have technology stocks had such a wonderful year, but lofty valuations pose headwinds next year. The Nasdaq 100 basket has surged an eye-popping 53% so far this year, with the gains having accelerated since the start of...
$15,000 Gold
14.12.2023, 16:03 Uhr. ZeroHedge News - https: - $15,000 Gold Authored by James Rickards via DailyReckoning.com, I continually remind gold investors, whether in bullion or mining shares, not to get too euphoric when gold rallies and not to get too depressed when the dollar price retreats. Gold is still the best form of money and proves valuable to investors over time. This is true whether inflation...
Santa Powell Unleashes Global "Buy Everything" Frenzy As Dollar, Yields Tumble
14.12.2023, 14:11 Uhr. ZeroHedge News - https: - Santa Powell Unleashes Global "Buy Everything" Frenzy As Dollar, Yields Tumble Virtually every risk asset across the globe is rallying this morning, as the dollar and interest rates get whacked after the Fed unexpectedly signaled a much more dovish outlook including more than expected interest-rate cuts next year, unleashing bullish euphoria across...
For The Market To Be Right, Every Member Of The FOMC Has To Be Wrong
11.12.2023, 17:29 Uhr. ZeroHedge News - https: - For The Market To Be Right, Every Member Of The FOMC Has To Be Wrong By Benjamin Picton, senior macro strategist at Rabobank For Lease Navidad Following a softish ADP jobs figure last week, the market was poised for a similarly weak print in the much more consequential non-farm payrolls report. Alas, the recent form of virtually no correlation between...