Impressum
nasuma
   

Meldungen zu

Consensus

Neueste    Heute    19.04.2024    18.04.2024    + Doppelte News  

Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation
19.04.2024, 14:06 Uhr. ZeroHedge News - https: - Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation While US futures are still modestly in the red, they are not only well off the worst overnight levels, but they are almost unchanged since yesterday's close following a performative Israeli retaliation. which followed a performative Iranian attack, which...

Workers Who Had Their Middle-Class Status Offshored By 40-Years Of Neoliberalism Are Finally Vindicated
18.04.2024, 19:05 Uhr. ZeroHedge News - https: - Workers Who Had Their Middle-Class Status Offshored By 40-Years Of Neoliberalism Are Finally Vindicated By Benjamin Picton of Rabobank An Eye For An Eye Treasury yields fell yesterday for the first time this week. The 2-year was down 5.5bps to 4.93%, while Brent crude gave up 3% to be sitting well below the $90/bbl again. Crude is sending some interesting...

Klimawandel ist Klassenkampf
18.04.2024, 09:30 Uhr. >b's weblog - https: - This is the real basis for the consensus on climate change. The consensus exists among our sprawling, tax-consuming establishment. This is not a small group of people. It is an entire class. It is, if you will, the ruling class. It controls our civil service, our schools and universities, large parts of our arts and science establishments and much of...

Are We On Japan's Path Of Stagnation?
17.04.2024, 17:41 Uhr. ZeroHedge News - https: - Are We On Japan's Path Of Stagnation? Authored by Michael Lebowitz via RealInvestmentAdvice.com, We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high. Many pundits claim the U.S. is following Japan’s path. The path...

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...

The Evolution Of Intelligence
17.04.2024, 01:20 Uhr. ZeroHedge News - https: - The Evolution Of Intelligence The expert consensus is that human-like machine intelligence is still a distant prospect, with only a 50-50 chance that it could emerge by 2059. But what if there was a way to do it in less than half the time? Visual Capitalist partnered with VERSES for the final entry in our AI Revolution Series to explore a potential...

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...

Morgan Stanley Shares Rebound On Strong Revenues
16.04.2024, 14:12 Uhr. ZeroHedge News - https: - Morgan Stanley Shares Rebound On Strong Revenues Morgan Stanley shares are quickly recovering from last week's mauling (after WSJ reported regulatory probes of how the bank handles wealth management clients “who are at risk of laundering money"), this morning after reporting Q1 wealth management and equities trading revenue that beat expectations...

Yuan Weakens After 'Unbalanced' Chinese Economy Sees GDP Beat In Q1 But Domestic Consumption, Production Disappoint
16.04.2024, 04:40 Uhr. ZeroHedge News - https: - Yuan Weakens After 'Unbalanced' Chinese Economy Sees GDP Beat In Q1 But Domestic Consumption, Production Disappoint China’s economic growth beat expectations in Q1, rising +5.3% YoY - considerably stronger than the +4.8% consensus, and inching ahead of Q4's +5.2% YoY growth. Source: Bloomberg Notably, that this is the first time the market compares...

A Heretic's View: Blaming Food For Obesity Is Like Blaming Water For Drowning
16.04.2024, 04:22 Uhr. ZeroHedge News - https: - A Heretic's View: Blaming Food For Obesity Is Like Blaming Water For Drowning Authored by Edward Archer via RealClearScience, There is a politically expedient but problematic fiction that ‘consensus’ matters in science. Since a million matching opinions do not constitute a fact, a consensus — either real or apparent — is not a statement about...

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...

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...

Nominal Retail Sales Soared In March As Gas Prices Spiked
15.04.2024, 14:41 Uhr. ZeroHedge News - https: - Nominal Retail Sales Soared In March As Gas Prices Spiked Ahead of today's retail sales print, BofA's practically omniscient analysts forecast a hot-hot-hot core print... ...and they were massively correct. After last month's surprise headline surge in retail sales (on the back of Motor Vehicle & Parts), consensus was for another monthly increase (but...

Tesla To Slash Global Headcount By More Than 10%, Electrek Reports
15.04.2024, 13:00 Uhr. ZeroHedge News - https: - Tesla To Slash Global Headcount By More Than 10%, Electrek Reports Shares of Tesla Motors are muted in the early premarket trading hours in New York after a report from the EV blog Electrek cited an "internal company-wide email" detailing layoffs at the EV company amounting to more than 10% of its global workforce.  Electrek alleges that Elon Musk...

Trump Suggests Offering Aid To Ukraine In The Form Of A Loan
14.04.2024, 03:02 Uhr. ZeroHedge News - https: - Trump Suggests Offering Aid To Ukraine In The Form Of A Loan Authored by Aldgra Fredly via The Epoch Times, Former President Donald Trump has suggested that he would support Republicans approving Ukraine aid in the form of a loan, but that Europe must “equalize” its efforts to help Ukraine in its war against Russia. During a press conference at...

How Did Satoshi Think Of Bitcoin?
13.04.2024, 22:20 Uhr. ZeroHedge News - https: - How Did Satoshi Think Of Bitcoin? Authored by Unchained CSO Dhruv Bansal via BitcoinMagazine.com, Bitcoin is often compared to the internet in the 1990s, but I believe the better analogy is to the telegraph in the 1840s. The telegraph was the first technology to transmit encoded data at near-light speed over long distances. It marked the birth of the...

Republicans Are More United on Foreign Policy Than It Seems
13.04.2024, 12:00 Uhr. Foreign Policy - https: - Squabbles over Ukraine aid obscure broader consensus among the party’s two major wings....

China Exports Collapse, Prompting Yuan Devaluation Fears
12.04.2024, 19:04 Uhr. ZeroHedge News - https: - China Exports Collapse, Prompting Yuan Devaluation Fears China’s export growth tumbled in March compared to last year, sparking questions about a possible yuan devaluation at a time when China's biggest mercantilist competitor in Asia - Japan - has intentionally cratered its currency.  Chinese Exports declined by 7.5% from a year earlier in March...

US Restricts Diplomats' Travel In Israel, Bracing For Iran Attack By Week's End
12.04.2024, 15:30 Uhr. ZeroHedge News - https: - US Restricts Diplomats' Travel In Israel, Bracing For Iran Attack By Week's End Iran is expected to attack Israel by week's end, or at least within the coming days. However, the degree of telegraphing has almost taken the teeth out of the threat and what Iran hopes to accomplish in its retaliation. "Iran is calibrating its plans for a major retaliatory...

JPMorgan Slides After Dimon Warns On Net Interest Income, Outlook Disappoints
12.04.2024, 14:16 Uhr. ZeroHedge News - https: - JPMorgan Slides After Dimon Warns On Net Interest Income, Outlook Disappoints Q1 earnings season officially opened moments ago when JPM became the first mega bank to reports results, and even though JPM beat on across the board - and even unexpectedly released reserves instead of setting money aside for yet another quarter - the stock is lower by more...

Stocks Surge, Goldgasms To Record High After "Adjusted" PPI Sparks Buying Frenzy
11.04.2024, 21:59 Uhr. ZeroHedge News - https: - Stocks Surge, Goldgasms To Record High After "Adjusted" PPI Sparks Buying Frenzy What started off as another ugly day with stocks tumbling and yields surging following yesterday's VaR-shock inducing CPI print, quickly reversed after the market - in its infinite stupidity - took what was a hot PPI print (core PPI came in at 2.4% vs Exp. 2.2% and up from...

Bank of Canada Keeps Rates Unchanged, Needs More Evidence Of Slowing Inflation Before Cuts
10.04.2024, 16:28 Uhr. ZeroHedge News - https: - Bank of Canada Keeps Rates Unchanged, Needs More Evidence Of Slowing Inflation Before Cuts The BoC keeps rates unchanged for a sixth consecutive meeting even as officials signaled they're getting closer to rate cuts but - like the Fed - need more evidence of slowing inflation. The Canadian central bank left the benchmark overnight rate unchanged at...

Markets Suffer Conniptions Ahead Of Crucial Consumer Price Print
09.04.2024, 22:04 Uhr. ZeroHedge News - https: - Markets Suffer Conniptions Ahead Of Crucial Consumer Price Print Weird day... no macro, no FedSpeak, no notable geopolitical malarkey and yet, markets had a conniption (early on)... VIX spiked up, modestly reminiscent of last Thursday's manic episode (but we note that the market is implying just a +/-0.8/0.9% implied move in the S&P 500 to tomorrow's...

NetZero And Human Rights Are Mutually Exclusive
09.04.2024, 05:41 Uhr. ZeroHedge News - https: - NetZero And Human Rights Are Mutually Exclusive Authored by Mark Jeftovic via BombThrower.com, (Featuring: The Three Big Lies of “Climate Action”) Everybody talks a good game when asked about environmental concerns. But they underestimate what real “climate action” will cost them, personally, and they’re prone to balking when they figure...

Is There Some Deus ex Machina That Will Solve The Fed's Inflation Problem In Time For A June Rate Cut
08.04.2024, 16:40 Uhr. ZeroHedge News - https: - Is There Some Deus ex Machina That Will Solve The Fed's Inflation Problem In Time For A June Rate Cut By Benjamin Picton of Rabobank Faith, Not Work(er)s US non-farm payrolls, perhaps unsurprisingly, surprised on the upside. Employment growth in March was 303k, versus a consensus estimate of 214k and a revised February print of 270k. There was also...

Key Events This Week: CPI, FOMC Minutes, Q1 Earnings Kick Off And Fed Speakers Galore
08.04.2024, 15:27 Uhr. ZeroHedge News - https: - Key Events This Week: CPI, FOMC Minutes, Q1 Earnings Kick Off And Fed Speakers Galore As DB's Henry Allen writes, markets had a rough start to Q2 last week, with the S&P 500 (-0.95%) posting its worst weekly performance in 3 months, whilst the US 30yr yield (+21.0bps) saw its biggest weekly rise since October, with yields extending gains again this...

Futures Flat As 10Y Yield Jumps To 2024 High, Bitcoin Back At Record
08.04.2024, 14:34 Uhr. ZeroHedge News - https: - Futures Flat As 10Y Yield Jumps To 2024 High, Bitcoin Back At Record US equity futures are flat, trading around 5,252, having rebounded from session lows even as 10Y yields extend their ascent and the USD strengthens as traders further pare expectations for interest-rate cuts in the face of resilient readings on the US economy. As of 8:00am, S&P and...

Climate-Con & The Media-Censorship Complex – Part 1
07.04.2024, 04:10 Uhr. ZeroHedge News - https: - Climate-Con & The Media-Censorship Complex – Part 1 Authored by Jesse Smith via TruthUnmuted.org, The gauntlet has been cast by the media-censorship complex. Just prior to this year’s annual globalist confab in Davos, the World Economic Forum (WEF) announced that misinformation and disinformation are currently the greatest threats to humanity,...

The Reality Of Vitamin D Supplementation
07.04.2024, 01:51 Uhr. ZeroHedge News - https: - The Reality Of Vitamin D Supplementation Authored by Sheramy Tsai via The Epoch Times, One in five Americans regularly reach for vitamin D supplements, yet most are unaware that they’re taking not just a vitamin -  but a hormone. While renowned for bolstering bone strength and immune health, vitamin D’s story is not straightforward. A blend of...

More Easy Money Will Plunge Us Into Stagflation
06.04.2024, 22:24 Uhr. ZeroHedge News - https: - More Easy Money Will Plunge Us Into Stagflation Authored by Daniel Lacalle via The Mises Institute, Thirty major central banks are expected to cut rates in the second half of 2024, a year when more than seventy nations will have elections, which often means massive increases in government spending. Additionally, the latest inflation figures show stubbornly...

Crude, Food Prices Jump As Looming Israel-Iran Conflict Spark 1970s Oil Shock Fears
05.04.2024, 19:25 Uhr. ZeroHedge News - https: - Crude, Food Prices Jump As Looming Israel-Iran Conflict Spark 1970s Oil Shock Fears Larry MacDonald of The Bear Traps Report penned a very informative note last month that outlined, "2023-2024 look a lot like 1973-1974." He said, "We're one event away from a 1970s-style stagflation explosion..." History books remind us that the 1973 oil embargo...

RFK Jr. Is Right About Joe Biden
05.04.2024, 18:25 Uhr. ZeroHedge News - https: - RFK Jr. Is Right About Joe Biden Authored by David Harsanyi via PJMedia.com, Robert F. Kennedy Jr. can be an unhinged leftist and crackpot, but he also happens to be correct about President Joe Biden's attacks on constitutional order, particularly free expression. Speaking to an incredulous Erin Burnett on CNN this week, Kennedy argued that Biden was...

Mainstream Media Reluctantly Admits Elon Musk's Ukraine Takes Are Proving Correct
05.04.2024, 15:21 Uhr. ZeroHedge News - https: - Mainstream Media Reluctantly Admits Elon Musk's Ukraine Takes Are Proving Correct "So, Musk may not be too wide of the mark after all": Politico. Something which could hardly be imagined a year ago or even six months ago has happened this week: a Politico op-ed voices agreement with Elon Musk on Ukraine. Of course, the Wednesday piece still takes...

Hungary Vows To Thwart NATO's Proposed $100BN, 5-Year Fund For Ukraine
04.04.2024, 10:15 Uhr. ZeroHedge News - https: - Hungary Vows To Thwart NATO's Proposed $100BN, 5-Year Fund For Ukraine NATO members have agreed to begin planning military support for Ukraine on a long-terms basis, in but the latest indicator assuring both escalation with Russia and that the war will drag on for possibly years more to come. On Wednesday NATO Secretary-General Jens Stoltenberg announced...

Futures Drop As Rates Continue Rising With Brent Back To $90
03.04.2024, 14:19 Uhr. ZeroHedge News - https: - Futures Drop As Rates Continue Rising With Brent Back To $90 US futures are down small with Tech underperforming and small-caps flat, as rates held at 4 month highs, and Brent is about to rise above $90. As of 8:00am, both S&P and Nasdaq futures are down -0.2%, with yields higher pre-market ahead of Powell’s 12.10pm ET speech; despite his dovish...

Market Now More Hawkish Than The Fed As June Rate-Cut Odds Fade
02.04.2024, 17:00 Uhr. ZeroHedge News - https: - Market Now More Hawkish Than The Fed As June Rate-Cut Odds Fade The official narrative is breaking bad. 'Soft' survey data is literally collapsing as 'hard' data improves gradually... Source: Bloomberg ...and more worryingly, inflation signals are flashing red once again... Source: Bloomberg Having started the year massively more dovish than The Fed's...

Tesla Shares Plunge After Suffering First Q1 Delivery Decline Since 2020
02.04.2024, 15:26 Uhr. ZeroHedge News - https: - Tesla Shares Plunge After Suffering First Q1 Delivery Decline Since 2020 Tesla shares are plunging heading into the cash open after the automaker reported Q1 deliveries and production that fell far below estimates. For Q1 2024, Tesla produced over 433,000 vehicles and delivered 387,000. It marks the first annual Q1 delivery decline for the automaker...

Futures Slide As Yields Jump And Oil Surges
02.04.2024, 14:28 Uhr. ZeroHedge News - https: - Futures Slide As Yields Jump And Oil Surges US equity futures are sliding as bond yields spike to 4.36%, the highest level since November, and the price of Brent crude rises to a new five-month high above $89 driven mostly by supply/demand dynamics but a geopolitical fear premium over the brewing Israel-Iran conflict begins to build, and as fears that...

Calvin Klein Owner PVH Crashes On Sales Warning 
02.04.2024, 13:46 Uhr. ZeroHedge News - https: - Calvin Klein Owner PVH Crashes On Sales Warning  PVH Corp., the owner of Tommy Hilfiger and Calvin Klein brands, is poised for one the largest intraday drops ever if premarket losses hold following the release of full-year sales guidance that missed Wall Street's expectations on Monday evening.  PVH's revenue was flat in the fourth quarter due to...

When Rogue States Embrace Crypto
01.04.2024, 20:45 Uhr. ZeroHedge News - https: - When Rogue States Embrace Crypto Submitted by Omid Malekan I want to talk about North Korea, but first we need to revisit El Salvador. The Central American country’s decision to buy Bitcoin is looking good, despite almost universal skepticism from The Establishment when it was announced. Some of that skepticism ultimately proved accurate — legal...

Key Events This Week: Payrolls, Powell, ISM And Fed Speakers Galore
01.04.2024, 17:11 Uhr. ZeroHedge News - https: - Key Events This Week: Payrolls, Powell, ISM And Fed Speakers Galore With the first quarter officially in the books, and just days until we start getting Q1 earnings (it sure does feel like we now live in one extra long earnings season), we have quite a few events this busy week starting with today's March manufacturing ISM print - which as noted earlier...

Futures Rise In First Day Of New Quarter As Gold Explodes To Record Highs
01.04.2024, 14:15 Uhr. ZeroHedge News - https: - Futures Rise In First Day Of New Quarter As Gold Explodes To Record Highs US futures extend their record-breaking meltup following the long weekend (which was to be expected with hedge funds piling into shorts last week, hoping for a reversal), with most European markets still closed and Asian stocks closing lower. As of 7:30am, S&P futures were 0.3%...

Fire, Then Ice: Our Deflationary Future
31.03.2024, 20:00 Uhr. ZeroHedge News - https: - Fire, Then Ice: Our Deflationary Future Authored by Charles Hugh Smith via OfTWoMinds blog, Lest you weep for those whose phantom wealth will be drained away, recall that few win when a reserve currency dies. Labor can start earning the day after the reset, but the capital lost is gone for good. Outside the "everything's always fine" echo-chamber, the...

France Takes Down Fake Ukraine War Recruitment Website Targeting Immigrants
29.03.2024, 20:30 Uhr. ZeroHedge News - https: - France Takes Down Fake Ukraine War Recruitment Website Targeting Immigrants In a bizarre and unprecedented situation, France has flagged what officials are calling a fake recruitment website which seeks volunteers to fight on behalf of Ukraine in the with Russia. It reportedly was made to look official, to the point of misleadingly presenting itself...

Stars Are Aligning For An Energy Sector Catch-Up
28.03.2024, 15:23 Uhr. ZeroHedge News - https: - Stars Are Aligning For An Energy Sector Catch-Up By Michael Msika, Bloomberg Markets Live reporter and strategist For investors worried about frothy stock valuations, recently out-of-favor European energy stocks might be the answer. After five months of losses, the sector is up more than 6% in March and it’s heading for the best month since late...

Stocks Set To Close Blowout Week, Month And Quarter At All-Time High; Gold Soars To Record
28.03.2024, 13:24 Uhr. ZeroHedge News - https: - Stocks Set To Close Blowout Week, Month And Quarter At All-Time High; Gold Soars To Record Stock futures are pointing to a flat open on the last trading session of the week, month, and quarter, following a late-session spike that took the S&P 500 to yet another record as the much anticipated quarter-end pension dump (as big as $32BN according to Goldman...

"Not So Transitory": Hershey Hit With Downgrade As Cocoa Crisis Hyperinflates Prices 
27.03.2024, 14:31 Uhr. ZeroHedge News - https: - "Not So Transitory": Hershey Hit With Downgrade As Cocoa Crisis Hyperinflates Prices  Cocoa futures in New York reached a new record high this week, exceeding $10,000 per metric ton. Since the start of the year, prices have surged 150%. It smells like hyperinflation.  At the start of February, candy producer Hershey Co's CEO warned: "Historic cocoa...

PIMCO Pulls Back On US Treasury Exposure: Fears Inflation, Fiscal Folly
26.03.2024, 18:50 Uhr. ZeroHedge News - https: - PIMCO Pulls Back On US Treasury Exposure: Fears Inflation, Fiscal Folly PIMCO CIO Andrew Balls told The FT that the giant bond fund is holding a smaller than usual position in US Treasuries, preferring the bonds of countries such as the UK and Canada, as he fears re-igniting inflation will pressure The Fed to act considerably less dovish than even the...

Neueste    Heute    19.04.2024    18.04.2024    + Doppelte News