Neueste Heute 04.05.2024 03.05.2024
Change Of S&P Leadership Suggests Bottom Is Near
05.05.2024, 20:00 Uhr. ZeroHedge News - https: - Change Of S&P Leadership Suggests Bottom Is Near Authored by Simon White, Bloomberg macro strategist, A change in sector leadership in US stocks suggests the correction might soon be over and a bottom is not too far away. The tech sector has led the recent advance in the US stock-market (i.e. the sector with the highest three-month return on a three-month...
CIA Engaged In "Infinite Race" With China For AI, Other Tech
05.05.2024, 04:45 Uhr. ZeroHedge News - https: - CIA Engaged In "Infinite Race" With China For AI, Other Tech The CIA is engaged in an "infinite race" with China when it comes to AI and other top technologies, according to the agency's Chief Technology Officer, Nand Mulchandani, who outlined a strategy that prioritizes technological prowess as crucial to national security. Speaking at the Hill & Valley...
Data Centers Hiding In 'Spy Country' Northern Virginia Will Need Reactor's Worth Of Power
05.05.2024, 00:05 Uhr. ZeroHedge News - https: - Data Centers Hiding In 'Spy Country' Northern Virginia Will Need Reactor's Worth Of Power Since the beginning of the digital age, most of the world's internet data has flowed through massive data centers in Northern Virginia. The area is known as "Data Center Alley" because it's home to the world's largest concentration of data centers. Some call...
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...
The State Of World Press Freedom
04.05.2024, 05:20 Uhr. ZeroHedge News - https: - The State Of World Press Freedom The 2024 World Press Freedom Index, compiled by Reporters Without Borders (RSF), was released today. This year, the agency highlights a “worrying decline in support and respect for media autonomy and an increase in pressure from the state or other political actors.” This is based on the fact that, of the five indicators...
Money Is A Monopoly Government Will Never Surrender
04.05.2024, 02:20 Uhr. ZeroHedge News - https: - Money Is A Monopoly Government Will Never Surrender Authored by Jeffrey Tucker via The Epoch Times, A major intellectual revelation from my youth came from reading Murray Rothbard’s “What Has Government Done to Our Money?” (1963). He includes a passing opinion that private markets are perfectly capable of producing money with no help from government...
Behavioral Traits That Are Killing Your Portfolio Returns
03.05.2024, 19:27 Uhr. ZeroHedge News - https: - Behavioral Traits That Are Killing Your Portfolio Returns Authored by Lance Roberts via RealInvestmetntAdvice.com, Investor psychology is one of the most significant reasons individuals consistently fall short of their investment goals. While one of the most common truisms is that “investors buy high and sell low,” the underlying reason is the...
US Says Russia Using "Chemical Weapons" In Ukraine...Except It's Tear Gas
02.05.2024, 21:15 Uhr. ZeroHedge News - https: - US Says Russia Using "Chemical Weapons" In Ukraine...Except It's Tear Gas The Biden administration has just leveled a somewhat bizarre chemical weapons accusation against Russia, coming a day after the US Treasury came out with nearly 300 new anti-Moscow sanctions. Those previously reported sanctions targeted Russia's defense-industrial sector, including...
COVID-19 Linked To 'Alarming Rise' Of Rare And Highly Lethal Fungal Infection
02.05.2024, 19:37 Uhr. ZeroHedge News - https: - COVID-19 Linked To 'Alarming Rise' Of Rare And Highly Lethal Fungal Infection Authored by Megan Redshaw, J.D. via The Epoch Times (emphasis ours), (Freepik/Shutterstock) The COVID-19 pandemic has caused an alarming rise of an aggressive and highly fatal secondary fungal infection among those with active or recovered COVID-19. Research suggests that...
"We Have To Have Law And Order": Trump Lays Out Plan For Second Term In TIME Interview
02.05.2024, 18:55 Uhr. ZeroHedge News - https: - "We Have To Have Law And Order": Trump Lays Out Plan For Second Term In TIME Interview Authored by Chase Smith via The Epoch Times (emphasis ours), President Donald Trump (L) takes the oath of office as his wife Melania Trump (C) holds the bible and his son Barron Trump (R) looks on, on the West Front of the U.S. Capitol, on January 20, 2017. (Chip...
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...
House Approves 'Antisemitism Awareness Act' Aimed At Cracking Down On Campus Protests
02.05.2024, 00:45 Uhr. ZeroHedge News - https: - House Approves 'Antisemitism Awareness Act' Aimed At Cracking Down On Campus Protests Late in the afternoon Wednesday the House approved a bill which seeks to crackdown on antisemitism on college and university campuses following days of protests and unrest driven by pro-Palestinian activists. The Antisemitism Awareness Act has been approved in a 320-91...
WTI Extends Losses After Bigger Than Expected Crude Build
01.05.2024, 16:37 Uhr. ZeroHedge News - https: - WTI Extends Losses After Bigger Than Expected Crude Build Oil prices extended losses overnight (3rd day lower in a row) following API's report showing an unexpected crude build. Rising stocks would add to bearish headwinds for prices driven by hopes that peace (or some such variant of it) may break out in the Middle East. “The potential for a cease-fire...
More Stagflation Signals As Manufacturing Surveys Show Soaring Prices, Orders Tumble
01.05.2024, 16:10 Uhr. ZeroHedge News - https: - More Stagflation Signals As Manufacturing Surveys Show Soaring Prices, Orders Tumble While 'hard' data has been improving recently (albeit then downwardly revised a month later), it is the 'soft' survey data that has collapsed amid Bidenomics. Source: Bloomberg And this morning continued that trend as S&P Global's US Manufacturing PMI (survey) fell...
CVS Shares Dump On Earnings Miss, Outlook Slashed On Rising Medical Costs
01.05.2024, 15:20 Uhr. ZeroHedge News - https: - CVS Shares Dump On Earnings Miss, Outlook Slashed On Rising Medical Costs CVS Health shares plunged in the premarket trading session in New York after first-quarter revenue and adjusted earnings missed Wall Street's average expectations. The drugstore chain also slashed its full-year profit outlook, citing rising medical costs in its Medicare insurance...
Future Slide In Damp Start To New Month As Fed Decision Looms
01.05.2024, 14:13 Uhr. ZeroHedge News - https: - Future Slide In Damp Start To New Month As Fed Decision Looms US equities were set for a second day of losses, as investors weighed disappointing tech earnings and braced for today's Quarterly Refunding Announcement and Fed rate decision and Powell press conference where the Fed chair is expected to signal a delay to rate cuts. S&P 500 futures slid 0...
Eurozone Exits Recession
01.05.2024, 09:30 Uhr. ZeroHedge News - https: - Eurozone Exits Recession By Maartje Wijffelaars and Elwin de Groot of Rabobank Eurozone leaves recessionary territory The Eurozone economy grew by 0.3% q/q at the start of the year, exceeding expectations. Growth follows two quarters in which the economy mildly contracted. Among the largest member states, Spain again took the lead, growing by a stunning...
Amazon Swings Wildly After Reporting Blowout AWS Results But Revenue Guidance Disappoints
30.04.2024, 22:38 Uhr. ZeroHedge News - https: - Amazon Swings Wildly After Reporting Blowout AWS Results But Revenue Guidance Disappoints Heading into Amazon's Q1 earnings, we said earlier that the investment thesis is driven by i) ecommerce share, ii) margin expansion and iii) the potential for AWS growth recovery through the year. We also noted that the key bogeys for this extremely popular - among...
What To Look For When Amazon Reports
30.04.2024, 21:00 Uhr. ZeroHedge News - https: - What To Look For When Amazon Reports After the solid results from Microsoft - the world's largest company whose market cap is now flirting with $3 trillion - investors have been incrementally more positive on the Amazon's AWS cloud setup into today's earnings, with the investment thesis driven by ecommerce share, margin expansion and the potential for...
Disappointing Volume For Hong Kong Crypto ETFs Launch, Issuers Unfazed By SEC's 'ETH-Security' Debacle
30.04.2024, 14:34 Uhr. ZeroHedge News - https: - Disappointing Volume For Hong Kong Crypto ETFs Launch, Issuers Unfazed By SEC's 'ETH-Security' Debacle The recently approved Hong Kong Bitcoin spot ETFs began trading today, but saw relatively low volume on their first day. The Hong Kong Securities and Futures Commission (SFC) approved 6 total spot Bitcoin and Ethereum ETFs last week. Bitcoin Magazine's...
Cocoa Crash Unfolds As "Liquidity Evaporates"
30.04.2024, 02:00 Uhr. ZeroHedge News - https: - Cocoa Crash Unfolds As "Liquidity Evaporates" Cocoa futures in New York crashed Monday in their biggest daily drawdown on record, driven mostly by improved weather forecasts and sliding liquidity. "Cocoa prices are melting down. New York and London cocoa futures are down ~15% today (that's, by far, the largest one-day % drop in data going back...
"The Only Safe Asset" - Chinese Consumers Overtake India In Gold-Buying Frenzy
30.04.2024, 01:21 Uhr. ZeroHedge News - https: - "The Only Safe Asset" - Chinese Consumers Overtake India In Gold-Buying Frenzy Who could have seen this coming? ICYMI from Nov 2023, when gold was still 1900 Behind The Mysterious Explosion In Gold Prices: China's "Massive Accumulation Of Gold"https://t.co/6Yg2HPmMwf — zerohedge ( zerohedge) April 28, 2024 In November 2023, with gold trading around...
James Carville Has Meltdown Over Young Voters Sitting Out The Election
29.04.2024, 23:40 Uhr. ZeroHedge News - https: - James Carville Has Meltdown Over Young Voters Sitting Out The Election Authored by Mike Shedlock via MishTalk.com, Trump is ahead in the latest poll. Younger voters leave the Biden camp. James Carville has a meltdown. Trump Maintains Lead Over Biden A CNN poll shows Trump maintains lead over Biden in 2024 matchup as views on their presidencies diverge...
Treasury Publishes Borrowing Estimates For Q3 Which Sneak Below The Median Estimate
29.04.2024, 21:26 Uhr. ZeroHedge News - https: - Treasury Publishes Borrowing Estimates For Q3 Which Sneak Below The Median Estimate Ahead of today's big event - the Treasury borrowing estimates publication - we said that contrary to hyperbolic expectations of $300BN in revised Q2 funding needs and a whopping $1.2 trillion in Q3, the most likely range of Q2 and Q3 borrowing estimates is as follows:...
Here's What The Treasury Will Announce In Its Borrowing Estimate At 3pm Today
29.04.2024, 20:17 Uhr. ZeroHedge News - https: - Here's What The Treasury Will Announce In Its Borrowing Estimate At 3pm Today Ahead of Wednesday's full Treasury refunding announcement and FOMC announcement, as well as today's Treasury Borrowing Estimate, a nerdy clash has broken out within the rates market between those who expect the Treasury to surprise to the downside with its upcoming Sources...
Intervention Or Not, Yen Bears Will Stay Confident
29.04.2024, 15:46 Uhr. ZeroHedge News - https: - Intervention Or Not, Yen Bears Will Stay Confident By Vassilis Karamanis, Bloomberg Markets Live reporter and FX strategist Unless Japanese authorities show their hand with conviction when it comes to intervening in the spot market, the yen is bound to stay under pressure over the medium-term. The currency’s sharp rally this morning certainly looks...
"What Is The Sound Of One Hand Clapping" Asks BOJ Head Ueda As The Yen Collapses
29.04.2024, 03:00 Uhr. ZeroHedge News - https: - "What Is The Sound Of One Hand Clapping" Asks BOJ Head Ueda As The Yen Collapses By Eric Peters, CIO of One River Asset Management "What is the sound of one hand clapping," asked Kazuo Ueda, sitting alone in seiza. The dollar had just crossed above 158 to the yen, a level not seen in 34-years, back when he joined the University of Tokyo as professor...
What's Really Behind Poland's Interest In Deporting Ukrainian Draft-Dodgers?
28.04.2024, 15:20 Uhr. ZeroHedge News - https: - What's Really Behind Poland's Interest In Deporting Ukrainian Draft-Dodgers? Authored by Andrew Korybko via Substack, Polish Defense Minister Wladyslaw Kosiniak-Kamysz expressed support in an interview for Ukraine’s latest conscription-related policy of refusing consular services for draft-aged men aged 18-60. The form of assistance that Warsaw...
Putin Did Not Order Alexei Navalny's Death, US Intelligence Finds
27.04.2024, 22:55 Uhr. ZeroHedge News - https: - Putin Did Not Order Alexei Navalny's Death, US Intelligence Finds In a surprising turn, The Wall Street Journal has issued a new weekend report saying that US intelligence agencies do not believe that Russian President Vladimir Putin planned or ordered the death of opposition activist and politician Alexei Navalny. "U.S. intelligence agencies have...
The Teams Are Set For World War III
27.04.2024, 18:50 Uhr. ZeroHedge News - https: - The Teams Are Set For World War III Authored by Toby Rogers via The Brownstone Institute, I’ve seen some crazy things over the last few years but this is off-the-charts insane. Last week, Michael E. Mann spoke at the EcoHeath Alliance: Green Planet One Health Benefit 2024. Just to recap who each of these players are: Michael E. Mann is the creator...
Israel's Controversial National Security Minister Ben Gvir In Serious Car Accident
26.04.2024, 19:06 Uhr. ZeroHedge News - https: - Israel's Controversial National Security Minister Ben Gvir In Serious Car Accident There have been emerging reports Friday that Israeli Minister of National Security Itamar Ben Gvir has been hospitalized after a serious car accident. Regional media outlet The Cradle writes that "Israeli Minister of National Security Itamar Ben Gvir has been hospitalized...
Exxon Tumbles On One-Time EPS Charges Despite Surge In Cash Flow, Buyback Boost
26.04.2024, 17:45 Uhr. ZeroHedge News - https: - Exxon Tumbles On One-Time EPS Charges Despite Surge In Cash Flow, Buyback Boost With oil prices enjoying a powerful renaissance in recent months amid mounting supply concerns, declining inventory and the growing possibility that China's economy may finally kickstart, energy giants such as Exxon and Chevron had enjoyed a similar rebound in their stock...
Ukrainian Drone Strikes Target Russian Oil Refineries Again Despite White House Pleas
26.04.2024, 14:56 Uhr. ZeroHedge News - https: - Ukrainian Drone Strikes Target Russian Oil Refineries Again Despite White House Pleas Just days after the Biden administration signed a new military aid package worth billions of dollars to Ukraine, Kyiv launched a series of suicide drone attacks on Russian oil refineries. Biden's top officials have pleaded with Kyiv to stop attacks on Russia's...
China Is Pivotal For US Inflation's Path
26.04.2024, 14:25 Uhr. ZeroHedge News - https: - China Is Pivotal For US Inflation's Path Authored by Simon White, Bloomberg macro strategist, A more forthright response from China to its deflationary predicament would further support US inflation that is already proving sticky, adding to longer-term upwards pressure on term premium and thus yields. There are upside risks to the US PCE release today...
Futures Jump As Tech Giants Soar, Yen Plummets After BOJ Refuses To Prop Up Crashing Currency
26.04.2024, 14:19 Uhr. ZeroHedge News - https: - Futures Jump As Tech Giants Soar, Yen Plummets After BOJ Refuses To Prop Up Crashing Currency In a rollercoaster 48 hours to close the week, yesterday's early market slump (after the disappointing Meta guidance) has been fully reversed and stock futures are now pointing sharply higher after blockbuster earnings from Microsoft and Alphabet with attention...
Microsoft Surges As AI-Growth Drives Across-The-Board Beat
25.04.2024, 22:16 Uhr. ZeroHedge News - https: - Microsoft Surges As AI-Growth Drives Across-The-Board Beat Investors can exhale after META's meltdown as MSFT just reported better-than-expected revenues in Q3 of $61.86 billion (estimate $60.87 billion). All the business segments also beat expectations: Productivity and Business Processes revenue $19.57 billion, estimate $19.54 billion More Personal...
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...
Silicon Valley Artificial Intelligence Is Running On Eastern Coal
25.04.2024, 13:23 Uhr. ZeroHedge News - https: - Silicon Valley Artificial Intelligence Is Running On Eastern Coal Authored by John Seiler via The Epoch Times, When your cell phone gets hot, that means its processors are computing faster or you have a lot of apps open. The same is true for “server farms,” which Gigabyte.com explains are “a large number—up to thousands—of servers grouped...
Will The Anglo-American Axis Really Deploy Nukes To Poland?
25.04.2024, 11:00 Uhr. ZeroHedge News - https: - Will The Anglo-American Axis Really Deploy Nukes To Poland? Authored by Andrew Korybko via Substack, Polish President Andrzej Duda confirmed in an interview during his latest trip to the US that “If our allies decide to deploy nuclear weapons as part of nuclear sharing also on our territory to strengthen the security of NATO's eastern flank, we...
Divide And Conquer: The Government's Propaganda Of Fear And Fake News
25.04.2024, 05:31 Uhr. ZeroHedge News - https: - Divide And Conquer: The Government's Propaganda Of Fear And Fake News Authored by John and Nisha Whitehead via The Rutherford Institute, “It is the function of mass agitation to exploit all the grievances, hopes, aspirations, prejudices, fears, and ideals of all the special groups that make up our society, social, religious, economic, racial, political...
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...
Yen Dumped, Yield-Curve Pumped, Bonds & Bitcoin Slump
24.04.2024, 22:04 Uhr. ZeroHedge News - https: - Yen Dumped, Yield-Curve Pumped, Bonds & Bitcoin Slump Quiet macro day with Durable Goods Orders looking like a beat - but only because of sizable downward revisions - as orders and shipments are actually down on a YoY basis. Source: Bloomberg But stocks were messy with an opening bid immediately squelched and post-EU-close ramp faded into the US close...
Kering Tumbles On Profit Warning As Gucci Revamp Stumbles
24.04.2024, 15:42 Uhr. ZeroHedge News - https: - Kering Tumbles On Profit Warning As Gucci Revamp Stumbles Gucci owner Kering SA's problems in mainland China are only mounting as the French luxury giant issued a profit warning. As a result, shares of the company in Paris plunged to a six-year low. Lackluster Chinese demand for the luxury goods maker, which includes the Gucci, Balenciaga, Bottega...
How Nvidia Uses Gold
24.04.2024, 12:32 Uhr. ZeroHedge News - https: - How Nvidia Uses Gold Via SchiffGold.com, What is Nvidia? If you’re a committed gamer the question may sound like nonsense. Nvidia, which was founded in 1993, is a tech company that makes GPUs and other products. It originally specialized in making products for the video game industry, that assisted in 3D rendering. If you were a committed...
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...
Global Military Spending Hits All-Time High Of $2.4 Trillion
23.04.2024, 23:05 Uhr. ZeroHedge News - https: - Global Military Spending Hits All-Time High Of $2.4 Trillion By Tim Martin at BreakingDefense Global military expenditure surged to a record $2.44 trillion in 2023, the largest year-on-year rise on weapons spending since 2009, according to a new Stockholm International Peace Research Institute (SIPRI) report. The report, published today, said that the...
WTI Holds Gains After API Reports Unexpected Crude Inventory Draw
23.04.2024, 22:55 Uhr. ZeroHedge News - https: - WTI Holds Gains After API Reports Unexpected Crude Inventory Draw Oil priced ended notably higher today after recovering strongly from overnight weakness (driven by a Bloomberg report that said fresh U.S. sanctions targeting vessels and refineries handling Iranian oil shipments were having a muted impact on crude supply). If implemented and enforced...
Tesla Soars Despite Missing Across The Board, After Announcing Earlier Rollout Of "More Affordable Models"
23.04.2024, 22:27 Uhr. ZeroHedge News - https: - Tesla Soars Despite Missing Across The Board, After Announcing Earlier Rollout Of "More Affordable Models" As previewed earlier, today's TSLA print is likely to be ugly: the company is the only Mag7 member expected to reported negative earnings growth... ... as a result of anemic Q1 sales, where the (growing) delta between production and deliveries...
It's All About Mag 7 Earnings: Without Them S&P Profit Growth Is Negative
23.04.2024, 21:26 Uhr. ZeroHedge News - https: - It's All About Mag 7 Earnings: Without Them S&P Profit Growth Is Negative After what has been a boring start to the week, where the biggest event so far was yesterday's start of corporate buyback frontrunning (as we first detailed and bottom ticked the market, which is now 100 points higher since our comment), investors are bracing for some serious...
US PMIs Scream Stagflation As Manufacturing 'Contracts', Prices Rise, Heaviest Job Cuts Since GFC
23.04.2024, 16:11 Uhr. ZeroHedge News - https: - US PMIs Scream Stagflation As Manufacturing 'Contracts', Prices Rise, Heaviest Job Cuts Since GFC After a mixed bag from preliminary April European PMIs (Services strong-er, Manufacturing weaker-er, surging prices)... “Accelerated increases in input costs, likely driven not only by higher oil prices but also, more concerningly, by higher wages, are...