Neueste Heute 26.04.2024 25.04.2024
"Bye Bye, Babies... Bye Bye, Workers": Can Europe Slow The Impact Of Its Aging Society
27.04.2024, 14:10 Uhr. ZeroHedge News - https: - "Bye Bye, Babies... Bye Bye, Workers": Can Europe Slow The Impact Of Its Aging Society By Erik-Jan van Harn and Maartje Wijffelaars of Rabobank Summary Europe’s population is aging and this will stunt economic growth in the coming decades. Challenges are arising for social welfare, debt sustainability, and even strategic autonomy. Potential remedies...
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...
Key Events This Week: PCE, GDP, Fed Blackout And Earnings Gallore
22.04.2024, 16:01 Uhr. ZeroHedge News - https: - Key Events This Week: PCE, GDP, Fed Blackout And Earnings Gallore Hot on the heels of last week's tech and momentum rout, shaken traders will have to wait until Friday for the main macro event namely the US core PCE print within the income and spending report. Economists expect the core PCE deflator to come in at +0.30% vs. +0.26% last month. This would...
Central Banks Are Wrong About Rate-Cuts
16.04.2024, 13:22 Uhr. ZeroHedge News - https: - Central Banks Are Wrong About Rate-Cuts Authored by Daniel Lacalle, When we talk about monetary policy, people do not understand the importance of interest rates reflecting the reality of inflation and risk. Interest rates are the price of risk and manipulating them down leads to bubbles that end in financial crises, while imposing too high rates can...
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...
The Final Nail In The Coffin Of Synchronized Central Bank Actions
12.04.2024, 17:26 Uhr. ZeroHedge News - https: - The Final Nail In The Coffin Of Synchronized Central Bank Actions By Elwin de Groot, head of macro strategy at Rabobank And now the end [to monetary tightening] is near … And so I face that final curtain … My friend I'll say it clear … I'll state my case, of which I'm certain [– Christine Lagarde] As we head into the weekend and gold prices...
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...
Myret Zaki: Das Ende des Dollars im globalen Handel?
07.04.2024, 00:03 Uhr. Transition News - https: - Die renommierte Westschweizer Wirtschaftsjournalistin Myret Zaki prognostiziert in einem Interview das Ende des Dollars als Leitwährung im weltweiten Handel. Ihrer Analyse nach nutzen die Vereinigten Staaten teilweise ihre militärische Macht (z. B. in der Ukraine), um das Ende ihrer monetären und wirtschaftlichen Vorherrschaft zu bremsen. Medien...
Europe's South Takes The Lead
06.04.2024, 14:11 Uhr. ZeroHedge News - https: - Europe's South Takes The Lead By Maartje Wijffelaars, Senior Economist at Rabobank Brent crude oil extended its gains and broke through the 90 dollars a barrel threshold yesterday, for the first time since end-October last year. The commodity continues its ascend this morning and at the time of writing it’ll cost you 91.2 dollars to buy a barrel....
Futures Rebound After Powell Reassures On Rate Cuts
04.04.2024, 14:16 Uhr. ZeroHedge News - https: - Futures Rebound After Powell Reassures On Rate Cuts US equity futures are higher with both Tech and small-caps outperforming, while the dollar is lower even as yields are higher from Wednesday's close. As of 7:50am, S&P futures were 0.3% higher and Nasdaq futs rose 0.4%, boosted by Powell’s comments that recent inflation figures did not “materially...
What Will The Fed Do When Trump Wins And Slams China With 60% Tariffs
03.04.2024, 18:07 Uhr. ZeroHedge News - https: - What Will The Fed Do When Trump Wins And Slams China With 60% Tariffs By Michael Every of Rabobank Have you got the energy? Yesterday, Bloomberg noted ‘Fears of 5% Yields Are Back, Thanks to Oil’s Surge’. We are over a quarter into a year in which we were promised rapid, wall-to-wall rate cuts, but so far only the Swiss have proved punctual: now...
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...
Key Events This Week: CPI, PPI And Retail Sales As Fed Enters Blackout Period
11.03.2024, 15:24 Uhr. ZeroHedge News - https: - Key Events This Week: CPI, PPI And Retail Sales As Fed Enters Blackout Period With 10yr US yields around -10bps lower, and the S&P 500 around +2% higher than where they were just before last month’s higher-than-expected CPI, DB's Jim Reid concludes that "it’s fair to say that markets have shrugged off this upside print alongside the high PPI and...
One Bank Asks "Could A Central Bank Somewhere Be Buying Crypto Assets?"
04.03.2024, 23:44 Uhr. ZeroHedge News - https: - One Bank Asks "Could A Central Bank Somewhere Be Buying Crypto Assets?" By Benjamin Picton of Rabobank We're going to build a (tariff) wall... Crude oil prices spiked on Friday evening following news that OPEC+ and Russia will extend production cuts through to June of this year. Brent closed 2% higher at $83.55/bbl, which means that prices have now...
Key Events This Busy Week: Payrolls, Powell, China People's Congress And Much More
04.03.2024, 16:41 Uhr. ZeroHedge News - https: - Key Events This Busy Week: Payrolls, Powell, China People's Congress And Much More As DB's Jim Reid writes this morning, we're currently on a run that you may not see again in your lifetimes. He is referring to the fact that the S&P 500 just completed a historic run of 16 positive weeks out of the last 18 for first time since 1971. If this carries on...
Futures Flat As Rally Fades, CRE Stress Returns
01.03.2024, 14:31 Uhr. ZeroHedge News - https: - Futures Flat As Rally Fades, CRE Stress Returns US stock futures briefly fell to a session low - then quickly recovered - as Apple slumped in premarket trading after Goldman removed the company from its conviction buy list (but retained a buy rating). As of 8:00am, S&P and Nasdaq futures traded flat and European stocks retreated from their highs as...
ECB Rate-Cuts In Jeopardy As Disinflation Grinds To Halt
01.03.2024, 14:12 Uhr. ZeroHedge News - https: - ECB Rate-Cuts In Jeopardy As Disinflation Grinds To Halt Authored by Simon Black, Bloomberg macro strategist, Eurozone inflation data for January just came in higher than expected, as hinted by the readings in Germany, France, etc earlier this week. Euribor futures rallied a few basis points after the release (perhaps more hawkish data was expected)...
Cartoon Versions Of Everything
28.02.2024, 18:29 Uhr. ZeroHedge News - https: - Cartoon Versions Of Everything By Michael Every of Rabobank Cartoon Versions Of Everything President Macron’s remarkable public speech saying Europe will “do everything needed” to stop Russia winning in Ukraine, and “not ruling out” sending troops, of course, saw President Putin immediately reply that the latter would mean war with Russia;...
Key Events This Week: All Eyes On Core PCE Amid Deluge Of Fed Speakers
26.02.2024, 16:04 Uhr. ZeroHedge News - https: - Key Events This Week: All Eyes On Core PCE Amid Deluge Of Fed Speakers After a relatively quiet week on the data front, things start to pick up again even as earnings season comes to a close. In terms of key events, DB's Jim Reid writes that it’s hard to look too far beyond the latest core PCE print on Thursday after the recent strong CPI report and...
vonderLeyen: „Zitieren Sie mich nicht!“
25.02.2024, 22:42 Uhr. >b's weblog - https: - In Bulgarien ist ein heimlicher viereinhalbstündigen Mitschnitt einer Sitzung der Partei PP an die Öffentlichkeit gelangt.Geleakt hat ihn der Jurist und ehemalige PP-Abgeordnete Radostin Vasilev, der mit dem Kurs seiner Partei, mit der rivalisierenden GERB von Bojko Borissow eine Regierungskoalition bilden zu wollen, nicht einverstanden ist.Zu hören...
The Message This Week From Central Bankers: No Urgency, No Rush
23.02.2024, 16:47 Uhr. ZeroHedge News - https: - The Message This Week From Central Bankers: No Urgency, No Rush By Elwin de Groot, Head of Macro Strategy at Rabobank No urgency, no rush Although global disinflation has made considerable progress and should provide a window for interest rates cuts in the course of this year, central banks are in no hurry to cut. That, in a nutshell, was the key message...
The Fed's "Solution" To The Mess It Created: It Will Tighten And Loosen At The Same Time
22.02.2024, 16:05 Uhr. ZeroHedge News - https: - The Fed's "Solution" To The Mess It Created: It Will Tighten And Loosen At The Same Time By Michael Every of Rabobank So, the Nvidia earnings came and went, with talk of the economy at an “AI tipping point”: it seems equity markets avoided one for now anyway. Before continuing on a purely financial front, allow me to share a few other headlines...
Futures Slide As Focus Turns To Nvidia Earnings Tomorrow
20.02.2024, 14:21 Uhr. ZeroHedge News - https: - Futures Slide As Focus Turns To Nvidia Earnings Tomorrow After a flat Monday when US cash market were closed for President's Day, equity futures are pointing to a lower open on Tuesday as the latest earnings reports and corporate news failed to shake concerns about higher-for-longer interest rates and the faltering Chinese economy, while markets...
Key Events This Week: Nvidia Earnings And FOMC Minutes
19.02.2024, 17:19 Uhr. ZeroHedge News - https: - Key Events This Week: Nvidia Earnings And FOMC Minutes It's a quiet start to the week thanks to the President's Day holiday in the US, and it's also a relatively quiet week on the data front, however as DB's Jim Reid writes in his weekly preview, "it's a reflection of the world we live in that the most important event of the week may be Nvidia's earnings...
Macleod: The Future Of Fiat
04.11.2023, 12:00 Uhr. ZeroHedge News - https: - Macleod: The Future Of Fiat Authored by Alasdair Macleod, The day of reckoning for unproductive credit is in sight. With G7 national finances spiraling out of control, debt traps are being sprung on all of them, with the sole exception of Germany. Malinvestments of the last fifty years are being exposed by the rise in interest rates, increases which...
Bonds & Stocks Explode Higher As 'Bad' Data & Benign Powell Ease Financial Conditions
03.11.2023, 21:12 Uhr. ZeroHedge News - https: - Bonds & Stocks Explode Higher As 'Bad' Data & Benign Powell Ease Financial Conditions Best week of the year for stocks and bonds, 2nd worst week of the year for the dollar... *S&P 500 CLIMBS 5.9% FOR WEEK, BEST SINCE NOVEMBER 2022 https://t.co/yvljHlo4XR— zerohedge ( zerohedge) November 3, 2023 A smaller-than-expected (and less duration-extended)...
Living Paycheck-To-Paycheck Has Become "The Main Financial Lifestyle" For US Consumers
03.11.2023, 20:21 Uhr. ZeroHedge News - https: - Living Paycheck-To-Paycheck Has Become "The Main Financial Lifestyle" For US Consumers Authored by Michael Snyder via The Economic Collapse blog, Despite the fact that our politicians in Washington have been borrowing and spending trillions of dollars that we do not have in a desperate attempt to prop up the economy, living paycheck to paycheck has...
Services Sector Surveys Signal "Summer Surge Has Stalled"
03.11.2023, 15:05 Uhr. ZeroHedge News - https: - Services Sector Surveys Signal "Summer Surge Has Stalled" After weak Manufacturing surveys for October (growth slowing but prices reaccelerating), the Services sector surveys are forecast to be mixed with PMI expected higher and ISM expected to decline, but both are forecast to remain above 50 (in expansion). S&P Global's Services PMI actually disappointed...
Auf Rezessionskurs: Eurozone kämpft mit Wirtschaftsabschwung
01.11.2023, 12:00 Uhr. Report24 - https: - Zum ersten Mal seit den Covid-Lockdowns kämpft die Eurozone wieder mit einer sich verlangsamenden Wirtschaft. Das dritte Quartal weist offiziell ein Minus von 0,1 Prozent aus. Die Realität dürfte deutlich düsterer sein. Für das vierte Quartal sieht es nicht besser aus, während die Prognosen für 2024 zu positiv zu sein scheinen. Alles in allem...
Eurozone Economy Shrinks For First Time Since COVID, Inflation Tumbles... But EUR Rallies
31.10.2023, 13:26 Uhr. ZeroHedge News - https: - Eurozone Economy Shrinks For First Time Since COVID, Inflation Tumbles... But EUR Rallies After the BoJ's malarkey overnight, it was Europe's turn to make economic headlines this morning and sure enough it did not disappoint (well it did, but vol traders were excited). In the third quarter the Eurozone economy contracted by 0.1% compared to the second...
Key Events This Extremely Busy Week: FOMC, BOJ, BOE, Payrolls, ISM, And Earnings Galore
30.10.2023, 15:12 Uhr. ZeroHedge News - https: - Key Events This Extremely Busy Week: FOMC, BOJ, BOE, Payrolls, ISM, And Earnings Galore We start an extremely busy week for markets after a few major landmarks were reached on Friday which DB's Jim Reid felt are worth highlighting. The S&P 500 moved into "correction" territory, now down -10.27% from the July highs. Meanwhile the benchmark small-cap...
"We Are In A Dangerous New World Of Armed Conflict And Power Politics... The Old World Isn’t Coming Back"
27.10.2023, 18:10 Uhr. ZeroHedge News - https: - "We Are In A Dangerous New World Of Armed Conflict And Power Politics... The Old World Isn’t Coming Back" By Benjamin Picton, senior macro strategist at Rabobank Old World, New World Yesterday was a day of contrasts. The ECB left the deposit rate unchanged at 4%, citing a weakening labour market, weak growth and further risks to the outlook from geopolitical...
ECB Preview: "No Changes... With Optionality For Future Hikes"
26.10.2023, 13:49 Uhr. ZeroHedge News - https: - ECB Preview: "No Changes... With Optionality For Future Hikes" Submitted by Newsquawk ECB policy announcement due Thursday 26th October; rate decision at 13:15BST/08:15EDT, press conference from 13:45BST/08:45EDT Markets are signalling a unanimous expectation that the ECB will keep all three of its key rates unchanged Expected decision to pause will...
"I Thought I Was Dreaming And I Just Wanna Wake Up"
25.10.2023, 19:45 Uhr. ZeroHedge News - https: - "I Thought I Was Dreaming And I Just Wanna Wake Up" By Elwin de Groot, Head of Macro Strategy at Rabobank International diplomatic efforts to ‘control’ the situation in the Middle East are ongoing with French President Macron yesterday being the latest in a long list of world leaders and foreign ministers that have visited the region in the past...
Lack Of WW3 Sends Oil Prices Lower... For Now
24.10.2023, 17:50 Uhr. ZeroHedge News - https: - Lack Of WW3 Sends Oil Prices Lower... For Now The prospect of more crude from Venezuela and higher US crude inventories has been pressuring the physical side; and the lack of WW3 as the first signs of aid reaching Palestinians in Gaza appears to be eating away at the geopolitical risk premia baked into the flat price. WTI remains above its pre-Israel...
(P)riceless
24.10.2023, 16:49 Uhr. ZeroHedge News - https: - (P)riceless By Bas van Geffen, Senior Macro Strategist at Rabobank Yesterday, we discussed one potential chain reaction that could result from a further escalation of the Israel-Hamas war. But the conflict could spark more subtle chain reactions elsewhere too. The Financial Times reported yesterday that rice is becoming unaffordable in various countries...
The United States Deficit Road To Ruin
24.10.2023, 02:26 Uhr. ZeroHedge News - https: - The United States Deficit Road To Ruin Authored by Daniel Lacalle, According to the U.S. Treasury, year-end data from September 2023 show that the deficit for the full year 2023 was $1.7 trillion, $320 billion higher than the prior year’s deficit. As a percentage of GDP, the deficit was 6.3%, an increase from 5.4% in FY 2022. This means that the United...
Key Events This Week: GDP, Durables, Core PCE And Earnings Galore
23.10.2023, 16:42 Uhr. ZeroHedge News - https: - Key Events This Week: GDP, Durables, Core PCE And Earnings Galore With the Fed on their media blackout ahead of next week's FOMC, things will be slightly quieter this week in terms of scheduled Fed talking heads and macro events after a hectic round of Fed speak last week including a market rollercoaster sparked by Powell's contradictory comments last...
Key Events This Busy Week: Retail Sales, Housing, Earnings And Torrent Of Fed Speakers Including Powell
16.10.2023, 16:18 Uhr. ZeroHedge News - https: - Key Events This Busy Week: Retail Sales, Housing, Earnings And Torrent Of Fed Speakers Including Powell With earnings season now having started in earnest, and with traders closely following every development in the middle east, it looks like it will be a busy week but without an obvious focal point. There is a barrage of Fed speak before their media...
Friday The 13th
13.10.2023, 16:55 Uhr. ZeroHedge News - https: - Friday The 13th By Benjamin Picton, senior macro strategist at Rabobank In Western superstition, Friday the 13th is considered a particularly inauspicious day. The date is so entwined with ideas of calamity and outright evil that it has inspired its own slasher film franchise. Turning to markets first, the inauspicious event was epic bond volatility...
Key Events This Week: PPI, CPI, FOMC Minutes And Q3 Earnings Begin
09.10.2023, 16:07 Uhr. ZeroHedge News - https: - Key Events This Week: PPI, CPI, FOMC Minutes And Q3 Earnings Begin As usual in the post-payrolls event lull, it's a relatively quiet week - aside for the sudden break out of war in the middle east - as Q3 earnings season begins. Looking at the economic calendar, we have the latest US CPI (Thursday) to look forward to alongside PPI (Wednesday) as the...
Wechselnde Preise in Donezk – und eine Kaufkraft, die mit der Euro-Zone nicht zu vergleichen ist
27.05.2023, 23:01 Uhr. GlobalBridge - https: - (Red.) Wo wir Westeuropäer, zum Beispiel wir Schweizer im Tessin beim Biobauer, für 6 Eier 5 Franken (oder also etwa 5 Euros) zahlen, also 83 Rappen oder Eurocents pro Ei, erhält man im Donbass für einen Franken (oder einen Euro) 7, 8 oder sogar mehr Eier. Ein Paradies? Im Gegenteil! Das Einkommen der Menschen dort […]...
Fabriken in der Eurozone kollabieren. Stärkster Produktionsrückgang seit der Pandemie.
24.05.2023, 07:41 Uhr. uncut-news.ch - https: - Die Produktion im verarbeitenden Gewerbe der Eurozone ist in diesem Monat so stark zurückgegangen wie seit der Schließung der Fabriken durch die Pandemie vor drei Jahren nicht mehr, was die Dynamik der dienstleistungsorientierten Wirtschaft zu beeinträchtigen droht. Auch die Bautätigkeit ging im März im Vergleich zum Vormonat in der Eurozone um...
Energiekrise & Rezession: Wie tief wird die Eurozone fallen?
02.01.2023, 10:52 Uhr. Report24 - https: - Schon jetzt sehen sich viele europäische Volkswirtschaften mit enormen wirtschaftlichen Problemen konfrontiert. Im Laufe der nächsten Monate dürfte sich das Ganze deutlich verschlimmern. Doch wie tief wird der Fall der Eurozone?...
Telepolis: Ökonomen warnen: Länder der Eurozone bereits in Rezession
28.08.2022, 11:52 Uhr. Transition News - https: - - Empfehlungen...
Lagarde kapituliert vor der Spaltung der Euro-Zone
14.06.2022, 17:07 Uhr. uncut-news.ch - https: - Ich weiß, dass Sie es wahrscheinlich leid sind, dass ich das sage, aber die Eurozone steuert auf eine massive Krise zu. Am Donnerstag, den 9. Juni, veröffentlichte die EZB ihre Erklärung zur Geldpolitik, weniger als eine Woche vor der nächsten FOMC-Sitzung (14. Juni). Es war ein Paukenschlag. Christine Lagarde versuchte schon früh, die beruhigende...
Energiepreise sorgen für Rekordinflation – Brüssels Sanktionen machen alles noch schlimmer
31.05.2022, 15:52 Uhr. Report24 - https: - Quer durch die Eurozone verkünden die Schlagzeilen der Medien ständig neue Inflationsrekorde. Hauptpreistreiber dabei ist der Sektor Energie. Mit den neuen Sanktionen gegen russisches Öl wird Brüssel die Lage weiter verschlimmern....
Luxemburg: Experte für Infektionskrankheiten spricht vor dem Parlament
21.01.2022, 00:46 Uhr. Corona Transition - https: - Christian Perronne ist ein französischer Arzt und Universitätsprofessor. Er ist auf Tropenkrankheiten und neu auftretende Infektionskrankheiten spezialisiert. Er war Vorsitzender des Fachausschusses «Übertragbare Krankheiten» des Hohen Rates für öffentliche Gesundheit in Frankreich, langjähriger Vorsitzender der Technischen Ausschüsse für...
Mit Volldampf in die Inflation
03.10.2021, 00:00 Uhr. Corona Transition - https: - «Wir werden in der Zukunft einen Zusammenbuch sehen wie nie zuvor», warnte Matthew Ehret, Journalist, Dozent und Gründer der Canadian Patriot Review, in seinem Vortrag in der 71. Corona-Ausschuss-Sitzung am 24. September 2021 (wir berichteten). Die aktuelle finanzielle und wirtschaftliche Entwicklung bestätigt genau diese Aussage. «Die Inflation...