Neueste Heute 05.05.2024 04.05.2024
Key Events This Week: Things Finally Quiet Down
06.05.2024, 16:58 Uhr. ZeroHedge News - https: - Key Events This Week: Things Finally Quiet Down After a whirlwind two weeks which saw both the latest FOMC decision and the April jobs report, not to mention the peak of earnings season when all of the top tech companies reported, the calendar takes a quieter turn after the deluge of macro events last week, and the focus shifts on whether markets can...
Berkshire's Growing Cash Pile Has A Hidden Message On Stocks
06.05.2024, 15:06 Uhr. ZeroHedge News - https: - Berkshire's Growing Cash Pile Has A Hidden Message On Stocks Authored by Ven Ram, Bloomberg cross-asset strategist, US stocks are seeing no evil and certainly hearing none, but Berkshire Hathaway’s ever-growing cash pile should hold a tacit warning for those who are overexuberant. Berkshire’s war chest surged to a record $189 billion at the end...
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...
Here Comes Obesity Drug Competition: Amgen Shares Soar On "Very Encouraging" Clinical Trial Update
03.05.2024, 17:57 Uhr. ZeroHedge News - https: - Here Comes Obesity Drug Competition: Amgen Shares Soar On "Very Encouraging" Clinical Trial Update Amgen's shares soared in premarket trading in New York following the drug maker's announcement of "very encouraging" clinical trial results for its new injectable weight-loss drug, "MariTide." Amgen's MariTide is poised to compete with Eli Lilly &...
Futures Gain Boosted By Apple's Blowout Buyback, Dollar Drops Ahead Of Payrolls
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - Futures Gain Boosted By Apple's Blowout Buyback, Dollar Drops Ahead Of Payrolls US stock futures pointed to further strength on Wall Street ahead of the April jobs report after solid earnings and a record buyback announcement from Apple As of 8:00am, S&P futures rise 0.3% while Nasdaq 100 contracts add 0.6% thanks to a 6% surge in Apple in premarket...
ICC Threatens Action Over 'Intimidation' Tactics As Netanyahu Arrest Warrant Looms
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - ICC Threatens Action Over 'Intimidation' Tactics As Netanyahu Arrest Warrant Looms The government of Israel is now essentially in a full diplomatic war with the International Criminal Court (ICC) over the possible impending arrest warrants which could be issued anytime for Prime Minister Benjamin Netanyahu and his top officials, including the defense...
Apple Soars After iPhone, China Sales Drop Less Than Feared; Unveils Record-Breaking $110 Billion Buyback
03.05.2024, 01:23 Uhr. ZeroHedge News - https: - Apple Soars After iPhone, China Sales Drop Less Than Feared; Unveils Record-Breaking $110 Billion Buyback With most of the megatechs having already released earnings, all eyes were on the last Mag7 to report during the heart of earnings season (there is still Nvidia, but due to a calendar quirk that's not for a month) which is also the company which...
The Permian Shrugs Off Below-Zero Natural Gas Prices In Texas
02.05.2024, 20:56 Uhr. ZeroHedge News - https: - The Permian Shrugs Off Below-Zero Natural Gas Prices In Texas By Tsvetana Paraskova of OilPrice.com Permian producers are not shutting in oil wells with associated natural gas despite the fact that the Texas regional gas price has been stuck at below-zero levels since early March. Major pipeline operators in the Permian basin haven't yet seen any effect...
Peloton CEO Stepping Down Following 92% Stock Plunge In Two Years
02.05.2024, 17:56 Uhr. ZeroHedge News - https: - Peloton CEO Stepping Down Following 92% Stock Plunge In Two Years Barry McCarthy, CEO of Peloton Interactive, is stepping down after the company's stock plummeted 92% since he took over in a bid to revitalize the connected fitness company known for slapping iPads on stationary bikes and charging high markups. In February 2022, McCarthy—a former...
Hurt / The Downward Spiral
02.05.2024, 16:56 Uhr. ZeroHedge News - https: - Hurt / The Downward Spiral By Michael Every of Rabobank Hurt / The Downward Spiral “I hurt myself today; To see if I still feel; I focus on the pain; The only thing that's real” Post-Fed, equities closed slightly lower yesterday (S&P -0.3%), 2-year Treasury bond yields dropped 10bps before rising slightly from that floor, and 10-years were down...
Joe Biden Says There Are Very Fine People On Both Sides Of The Oct. 7 Debate
02.05.2024, 14:48 Uhr. ZeroHedge News - https: - Joe Biden Says There Are Very Fine People On Both Sides Of The Oct. 7 Debate Authored by David Harsanyi via The Epoch Times (emphasis ours), “I condemn the anti-Semitic protests ...” President Joe Biden told reporters after days of anti-Jewish demonstrations at Columbia University and other Ivy League schools. “I also condemn those who don’t...
Starbucks on Brink Of Worst Crash Since Dot Com After "Stunning" Earnings Miss
01.05.2024, 21:25 Uhr. ZeroHedge News - https: - Starbucks on Brink Of Worst Crash Since Dot Com After "Stunning" Earnings Miss Starbucks shares plummeted by 16% during the early cash session, approaching the -16.2% level last seen during the Covid crash. If intraday losses surpass 16.2% and remain above this level at closing, it would mark the company's worst single-day loss since the Dot Com...
Israel Won't End War On Hamas As Part Of Hostage Deal, Bibi Tells Blinken
01.05.2024, 18:45 Uhr. ZeroHedge News - https: - Israel Won't End War On Hamas As Part Of Hostage Deal, Bibi Tells Blinken It seems like once again that the Biden White House has almost zero sway, and that Israel is going to do whatever it is going to do, despite continued Washington pressure to halt and avoid the planned Rafah ground assault, with over a million refugees in harm's way. A deal is...
Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin
01.05.2024, 15:28 Uhr. ZeroHedge News - https: - Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin Having already revealed its borrowing estimates for Q2 and Q3 on Monday, where we learned that the Treasury expects to sell $41BN more debt than previously expected in Q2, but offset by a...
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...
We Have Reached The Geo-Populist Tipping Points: Here Are Four Examples
30.04.2024, 16:46 Uhr. ZeroHedge News - https: - We Have Reached The Geo-Populist Tipping Points: Here Are Four Examples By Michael Every of Rabobank Beg, Borrow, or Steel Yesterday’s JPY slump from 158 to 160, surge to 155 on BOJ intervention, and stop over 156 underlines how volatile markets are as long-run fundamentals finally reach tipping points. Tomorrow’s FOMC decision should make that...
Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut
30.04.2024, 16:15 Uhr. ZeroHedge News - https: - Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut Authored by Simon White, Bloomberg macro strategist, The Federal Reserve’s next move this year is likely to be a rate cut - despite the re-emergence of inflation - leaving markets at risk of a dovish repricing. When it comes to the Fed, it’s easy to get hung up on what they should do, and neglect...
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...
Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, JOLTS, ISM And Tons Of Earnings
29.04.2024, 16:40 Uhr. ZeroHedge News - https: - Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, JOLTS, ISM And Tons Of Earnings As DB's Jim Reid notes, with just two days left in a rollercoaster April for markets - and FX - last week actually saw the best week for the S&P 500 (+2.67%) and NASDAQ (+4.23%) since November, following several weeks of declines, as earnings gave markets...
'FX Vigilantes' Strike - Yen Suddenly Crashes To April 1990 Lows Against The Dollar
29.04.2024, 05:15 Uhr. ZeroHedge News - https: - 'FX Vigilantes' Strike - Yen Suddenly Crashes To April 1990 Lows Against The Dollar The yen crashed in early Asia trading, tumbling to match is exact lows from April 1990 in what is being blamed on a 'fat finger' trade or multiple barrier-option trades being triggered, by sources that have literally no idea. The plunge extended Friday's big drop which...
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...
Judge Shoots Down Effort To Identify FBI, Undercover Police On Jan. 6
26.04.2024, 01:47 Uhr. ZeroHedge News - https: - Judge Shoots Down Effort To Identify FBI, Undercover Police On Jan. 6 Authored by Joseph M. Hanneman via The Epoch Times (emphasis ours), A federal judge in Washington D.C. has denied seven motions from a defendant seeking to identify FBI agents in Jan. 6 crowds and gain access to undercover videos shot by Metropolitan Police Department (MPD) officers...
Largest Oil ETF Hit With Record Outflow On Subsiding Geopolitical Risk Premium
25.04.2024, 20:04 Uhr. ZeroHedge News - https: - Largest Oil ETF Hit With Record Outflow On Subsiding Geopolitical Risk Premium A reduced geopolitical risk premium for Brent crude this week is likely one of the main drivers resulting in the largest daily outflows for the US Oil Fund ETF. Tensions between Iran and Israel have subsided in recent days, and it's entirely possible the White House is...
Apple Slashes Vision Pro Shipment Projections By 50% As Demand For $3,500 Headset Craters
24.04.2024, 18:25 Uhr. ZeroHedge News - https: - Apple Slashes Vision Pro Shipment Projections By 50% As Demand For $3,500 Headset Craters In what will come as a surprise to exactly nobody, the revolutionary if ridiculously overpriced Vision Pro virtual reality headset, which retails for $3,500, is not selling. While it was hardly necessary - at least for anyone with a functioning frontal lobe - ...
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...
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...
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...
Stocks Surge In Massive Squeeze As Traders Frontrun End of Buyback Blackout Period
22.04.2024, 20:13 Uhr. ZeroHedge News - https: - Stocks Surge In Massive Squeeze As Traders Frontrun End of Buyback Blackout Period After the worst week for stocks since the March 2023 bank crisis, and after 6 consecutive weeks of Nasdaq declines, not to mention dealer gamma collapsing and CTAs still facing billions in forced selling, market sentiment was near-apocalyptic... at least until we reminded...
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...
Tit-For-Tat Responses From Beijing To Trade Restrictions May Bring About A Full-Blown Trade War
22.04.2024, 04:10 Uhr. ZeroHedge News - https: - Tit-For-Tat Responses From Beijing To Trade Restrictions May Bring About A Full-Blown Trade War By John Liu, Zhu Lin and Abhishek Vishnoi, Bloomberg Markets Live reporters and strategists China’s most-promising industries are facing a growing threat of trade restrictions from Western governments, blurring the outlook for stocks that have the potential...
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...
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...
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...
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...
Victor Davis Hanson: Gaming The 2024 Campaign
15.04.2024, 22:21 Uhr. ZeroHedge News - https: - Victor Davis Hanson: Gaming The 2024 Campaign Authored by Victor Davis Hanson via American Greatness, We have seen enough of the Biden-Trump race so far to predict what lies ahead over the next seven months of the campaign. Currently, the polls are about dead even. Trump, however, for now enjoys small leads in the majority of the fickle swing/purple...
Goldman Soars On "Near-Perfect" Top To Bottom Beat As Solomon Sees Rebound In Dealmaking
15.04.2024, 16:55 Uhr. ZeroHedge News - https: - Goldman Soars On "Near-Perfect" Top To Bottom Beat As Solomon Sees Rebound In Dealmaking With JPMorgan tumbling on Friday on a net interest income miss and disappointing guidance, suffering its worst earnings-day slump in decades, financials needed a solid report this morning and got it from the bank that once was the envy of all its Wall Street peers...
Apple iPhone 1Q Shipments Tumble Most Since Covid As Demand Wanes In China
15.04.2024, 15:11 Uhr. ZeroHedge News - https: - Apple iPhone 1Q Shipments Tumble Most Since Covid As Demand Wanes In China Apple shares were lower in the premarket session in New York after a report from International Data Corporation showed iPhone shipments plunged by 10% in the first quarter, pressured by sagging sales in China. None of this should be a huge surprise, given our previous notes...
Futures, Bitcoin Jump, Oil Drops As Markets Move Beyond This Weekend's Scripted Military Exchange Between Iran And Israel
15.04.2024, 14:11 Uhr. ZeroHedge News - https: - Futures, Bitcoin Jump, Oil Drops As Markets Move Beyond This Weekend's Scripted Military Exchange Between Iran And Israel Following the emotional rollercoaster of this weekend geopolitical "straight to DVD" soap opera, in which Iran pretended to retaliate to Israel's embassy bombing with an attack that was meant to be a dud (and succeeded), which in...
US, UK Ban Deliveries Of Russian Copper, Nickel And Aluminum To Western Metals Exchanges: Here's What This Means
14.04.2024, 14:46 Uhr. ZeroHedge News - https: - US, UK Ban Deliveries Of Russian Copper, Nickel And Aluminum To Western Metals Exchanges: Here's What This Means On Friday, the US and UK imposed new restrictions on trading Russian aluminum, copper and nickel in the latest hollow bid to curb President Vladimir Putin’s ability to fund his war machine (as discussed previously, Russian oil is now trading...
"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...
Russia Now Says It Expects 'Unconditional Capitulation Of Zelensky Regime' Before Peace
13.04.2024, 21:45 Uhr. ZeroHedge News - https: - Russia Now Says It Expects 'Unconditional Capitulation Of Zelensky Regime' Before Peace Ukrainian cities and especially the country's energy infrastructure have been getting pounded by intensified Russian missile and airstrikes over the past several days and weeks, leading to widespread power outages across the country. Russia's defense ministry said...
Denver Cuts Taxpayer Services, Diverts $90 Million To Support Illegal Immigrants
13.04.2024, 00:20 Uhr. ZeroHedge News - https: - Denver Cuts Taxpayer Services, Diverts $90 Million To Support Illegal Immigrants Authored by Jana J. Pruet via The Epoch Times (emphasis ours), Denver Mayor Mike Johnston announced a major shift Wednesday in the city’s response to the illegal immigrant crisis, extending support to six months but with only about 1,000 spaces. Illegal immigrants rest...
Washington Elementary School Permits Pride Club, Denies Prayer Group
12.04.2024, 21:06 Uhr. ZeroHedge News - https: - Washington Elementary School Permits Pride Club, Denies Prayer Group Authored by Scottie Barnes via The Epoch Times (emphasis ours), A Washington state school is accused of violating two elementary students’ First Amendment religious freedom protections by denying their request to form an interfaith prayer club on campus. Coach Joe Kennedy praying...
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...
Sen. Kennedy Suggest Ulterior Motive Behind Border Crisis While Questioning Mayorkas
11.04.2024, 16:06 Uhr. ZeroHedge News - https: - Sen. Kennedy Suggest Ulterior Motive Behind Border Crisis While Questioning Mayorkas Authored by Samantha Flom via The Epoch Times, Sen. John Kennedy (R-La.) suggested on April 10 that the Biden administration is facilitating illegal immigration to help Democrats politically. The senator’s remarks came amid his questioning of Homeland Security Secretary...
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...
What Do They Know: Goldman, Amex Quietly Cut Rates On Savings Accounts... Is The Fed Next?
09.04.2024, 17:32 Uhr. ZeroHedge News - https: - What Do They Know: Goldman, Amex Quietly Cut Rates On Savings Accounts... Is The Fed Next? It is not a secret that the biggest market debate of 2024 is when - and even if - the Fed will cut rates: after all, with the US labor force adding hundreds of thousands of illegal immigrants, and core CPI bubbling along at a blistering hot ~4% pace, many - such...
Here's What Will Push Oil Above $100/Bbl
08.04.2024, 21:46 Uhr. ZeroHedge News - https: - Here's What Will Push Oil Above $100/Bbl Back in early December, just after Powell's dovish pivot shocked everyone, many closet oil bulls like BofA's energy strategist Francisco Blanch, predicted that a dovish Fed would send oil back to $100. Unfortunately for him, oil did nothing and just one month later, as no oil buying had materialized, Blanch threw...
Jamie Dimon Warns World Faces "Risks That Eclipse Anything Since World War II"
08.04.2024, 20:25 Uhr. ZeroHedge News - https: - Jamie Dimon Warns World Faces "Risks That Eclipse Anything Since World War II" Perhaps the world's most influential banker - JPMorgan Chase CEO Jamie Dimon - warned the world in his annual letter to shareholders that while he expects US economic resilience (and higher inflation and interest rates), and is optimistic about transformational opportunities...