Neueste Heute 03.05.2024 02.05.2024
College Fraternities Rise Up Against Marxist Protesters Chanting For 'Socialist Takeover Of America'
04.05.2024, 00:00 Uhr. ZeroHedge News - https: - College Fraternities Rise Up Against Marxist Protesters Chanting For 'Socialist Takeover Of America' Colleges and universities are witnessing a coordinated push to spark a new movement resembling Black Lives Matter ahead of the summer months. This time, it's under the guise of defending Palestine while embedding Marxist ideologies, such as quite...
"The Whole Rotten Train Is Going Off The Rails"
03.05.2024, 22:20 Uhr. ZeroHedge News - https: - "The Whole Rotten Train Is Going Off The Rails" Authored by James Howard Kunstler via Kunstler.com, Nostalgia For The Mind “Resentful childless harpies unconsciously longing for domination. Why else worship at the altar of Hamas? Why else would it be so overwhelmingly female?” - Dr. Jordan Peterson Wasn’t it cute how the youngsters who “occupied”...
The Cold Hard Truth About Renewable Energy Adoption
03.05.2024, 19:04 Uhr. ZeroHedge News - https: - The Cold Hard Truth About Renewable Energy Adoption Authored by Haley Zaremba via oilprice.com, The future of the global energy sector is caught up in a messy and misleading ideological debate. Depending on which politically informed echo chamber one inevitably finds themself confined to on social media, they are either told that the energy transition...
Yields More Exposed To A Downside Miss In Payrolls
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - Yields More Exposed To A Downside Miss In Payrolls Authored by Simon White, Bloomberg macro strategist, US yields are at the margin more exposed to a lower-than-expected payrolls release today after Powell’s pushback on a rate hike this week. Nonetheless, leading indicators are pointing to an inflection higher in payrolls growth in the coming months...
ISM Services Survey Slumps In April - First Contraction Since 2022 But Prices Are Accelerating
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - ISM Services Survey Slumps In April - First Contraction Since 2022 But Prices Are Accelerating After the disappointing Manufacturing survey data, the signals from the Services side are not great either - even as 'hard' data has improved. S&P Global's Services PMI dropped to a five month low at 51.3 (better than the expected/flash at 50.9, but still...
Are The 'Magnificent' Stocks Now Unbeatable?
03.05.2024, 06:03 Uhr. ZeroHedge News - https: - Are The 'Magnificent' Stocks Now Unbeatable? Authored by Simon White, Bloomberg macro strategist, The largest firms in the US are unsurpassably pulling ahead of their smaller rivals by earning more, investing more, holding more cash and buying back more of their stock. The bull market is thus likely to remain historically lackluster and less...
"Very Solid": Trump Scores $1.8 Billion Windfall After Significant Increase In Truth Social Stake
03.05.2024, 06:03 Uhr. ZeroHedge News - https: - "Very Solid": Trump Scores $1.8 Billion Windfall After Significant Increase In Truth Social Stake Donald Trump has added roughly $1.8 billion more to his net worth after regulatory filings show that he increased his stake in Truth Social by a significant degree - bringing the former president's ownership to nearly 65% in Trump Media &...
"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...
Yen Carry Trade Ever More Exposed To Rising FX Volatility
02.05.2024, 17:35 Uhr. ZeroHedge News - https: - Yen Carry Trade Ever More Exposed To Rising FX Volatility Authored by Simon White, Bloomberg macro strategist, Rising volatility in USD/JPY will make the yen carry trade less attractive. Dollar-yen is now more correlated with US 2-year yields compared to the 10 year, meaning FX volatility is likely to keep rising the closer the Federal Reserve gets...
European Automakers Are Struggling With Falling Demand
02.05.2024, 10:15 Uhr. ZeroHedge News - https: - European Automakers Are Struggling With Falling Demand Shares in names like VW, Mercedes and Stellantis were lower this week, heading into Wednesday's session, after news of "falling demand" in Europe. In the first quarter of this year, Europe's top two car manufacturers faced a downturn due to diminished demand in China and domestic markets, Financial...
AMD's Muted AI Sales Forecast Fails To Unleash Bulls
01.05.2024, 17:16 Uhr. ZeroHedge News - https: - AMD's Muted AI Sales Forecast Fails To Unleash Bulls Advanced Micro Devices, the second-largest maker of computer processors, disappointed investors with its sales outlook for processors used in data centers. The company also reported weak demand for chips used in gaming hardware, which could serve as a warning for Nvidia bulls as they await the...
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...
US Futures Dip On Last Day Of April, First Down Month Of 2024
30.04.2024, 14:16 Uhr. ZeroHedge News - https: - US Futures Dip On Last Day Of April, First Down Month Of 2024 US equity futures dropped, and European markets were mixed on the last day of the month amid concerns the Fed may stick to its hawkish messaging at its meeting on Wednesday. As of 7:40am, S&P 500 and Nasdaq futures were down 0.1% while Europe’s Stoxx 600 index retreated 0.4%, while Asian...
China & The US: What Matters That's Overlooked
30.04.2024, 05:02 Uhr. ZeroHedge News - https: - China & The US: What Matters That's Overlooked Authored by Charles Hugh Smith via OfTwoMinds blog, Parsing geopolitics is fun but our attention is better directed to the limits and second-order effects of legacy systems in each of the rival states. Geopolitics, like any conflict, is dramatic: rivals jostle for hegemony on a 3-D chessboard, war threatens...
Von Greyerz: The Real Move In Gold & Silver Is Yet To Start
30.04.2024, 04:20 Uhr. ZeroHedge News - https: - Von Greyerz: The Real Move In Gold & Silver Is Yet To Start Authored by Egon von Greyerz via VonGreyerz.gold, Since the October 2023 gold low of just over $1,600 gold is up but is anyone buying? Well no, certainly none of the normal players. Gold Depositories, Gold Funds and Gold ETFs have lost just under 1,400 tonnes of their gold holdings in the last...
Falling From Grace
30.04.2024, 03:03 Uhr. ZeroHedge News - https: - Falling From Grace Authored by Jeff Thomas via InternationalMan.com, Years ago, Doug Casey mentioned in a correspondence to me, “Empires fall from grace with alarming speed.” Every now and then, you receive a comment that, although it may have been stated casually, has a lasting effect, as it offers uncommon insight. For me, this was one of those...
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...
"I'm Worried...[About] Four More Years" - Dallas Fed Manufacturing Contracts For 24th Straight Month
29.04.2024, 18:40 Uhr. ZeroHedge News - https: - "I'm Worried...[About] Four More Years" - Dallas Fed Manufacturing Contracts For 24th Straight Month The Dallas Fed Manufacturing Outlook survey has now been in contraction (below zero) every month since May 2022, falling modestly to -14.5 in April (worse than the -11.2 expected). New Orders also remain negative (but did improve) and prices continue...
Futures Rise, Yen Downgraded To Banana Republic Currency After Another Rollercoaster Session
29.04.2024, 14:24 Uhr. ZeroHedge News - https: - Futures Rise, Yen Downgraded To Banana Republic Currency After Another Rollercoaster Session US equity futures swung between gains and losses and traded near session highs as US traders walked to their desks on Monday morning after a rollercoaster day for the Japanese yen, which increasingly looks like some 3rd world banana republic currency instead...
Watch: Biden Lectures Press To Get Behind His Campaign
28.04.2024, 21:12 Uhr. ZeroHedge News - https: - Watch: Biden Lectures Press To Get Behind His Campaign Authored by Steve Watson via Modernity.news, In an incredible moment at the annual White House correspondent’s Dinner Saturday, Joe Biden lectured reporters, telling them they need to “rise up” and get behind his campaign, insinuating that if they don’t there will no longer be a free press...
White House Uses "Walkers" To Conceal Biden's Old-Man Shuffle
27.04.2024, 20:35 Uhr. ZeroHedge News - https: - White House Uses "Walkers" To Conceal Biden's Old-Man Shuffle With the presidential election still more than six months away, President Biden's handlers are under increasing pressure to divert Americans' eyes from his obvious and accelerating mental and physical decline. Where his deteriorating mental abilities are concerned, we've already seen them...
If 10-Year Yields Surpass 5%, Say Hello To QE (And Massive Inflation)
27.04.2024, 16:30 Uhr. ZeroHedge News - https: - If 10-Year Yields Surpass 5%, Say Hello To QE (And Massive Inflation) Via SchiffGold.com, The wizards at the Fed and US Treasury have been forced to acknowledge that their “transitory,” inflation is, in fact, quite “sticky.” And with the inflation elephant now acknowledged by the circus of high finance, Treasury yields keep inching up...
Yuan Devaluation Fever Heats Up As China Stockpiles Metals
26.04.2024, 16:38 Uhr. ZeroHedge News - https: - Yuan Devaluation Fever Heats Up As China Stockpiles Metals Authored by Simon White, Bloomberg macro strategist, Gold trading in China has exploded and stocks of copper have risen sharply prompting speculation that policymakers are on the brink of a yuan devaluation. Even though it’s still a tail-risk, it’s one requiring greater vigilance as the...
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...
"Our Enemy, The Fed"
26.04.2024, 13:21 Uhr. ZeroHedge News - https: - "Our Enemy, The Fed" Authored by George Ford Smith via The Mises Institute, The first thing to know about Dr. Thomas E. Woods, Jr.’s’ book Our Enemy, the Fed is he’s giving it away. Click the link, get your copy and read the whole book. Clearly, such intellectual charity is not only rare but in the educational spirit of Mises.org. The subject...
As Tax-Season Ebbs, Money-Market Funds See Return Of Inflows; Fed's Bank Bailout Fund Remains At $126BN
25.04.2024, 23:05 Uhr. ZeroHedge News - https: - As Tax-Season Ebbs, Money-Market Funds See Return Of Inflows; Fed's Bank Bailout Fund Remains At $126BN After the prior week's almost unprecedented outflows, total money market fund assets rose last week (admittedly by a modest $9.1BN), but remain below the $6TN level ($5.97TN) as tax-season draws roll off... Source: Bloomberg The flows into money-market...
Why Is A Sensible Immigration Policy Discussion So Hard
25.04.2024, 21:45 Uhr. ZeroHedge News - https: - Why Is A Sensible Immigration Policy Discussion So Hard By Mish Shedlock of MishTalk Why is the choice between shutting down the border and no controls at all? And what about demographics? Fertility rates? Immigration Talks We Should Be Having Eurointelligence discusses the Immigration Talks We Should Be Having. The ideas also apply to the US. Last...
Gold Prices: Beyond Inflation And Real Yields
25.04.2024, 18:28 Uhr. ZeroHedge News - https: - Gold Prices: Beyond Inflation And Real Yields Authored Robert Burrows via BondVigilantes.com, Renowned for its role as a hedge against economic uncertainty and inflation, gold has long captivated investors. One key factor influencing gold’s price is the relationship between real yields and inflation. Over the long term, gold has protected one against...
Falling Bond Yields Show It's Crunch Time In China
25.04.2024, 16:35 Uhr. ZeroHedge News - https: - Falling Bond Yields Show It's Crunch Time In China Authored by Simon Black, Bloomberg macro strategist, Sovereign yields in China have been falling in recent months, in marked contrast to almost every other major country. This is a key macro variable to watch for signs China is ready to ease policy more comprehensively as its tolerance is tested for...
Stagflation Shock: GDP Stuns With Lowest Print In 2 Years, Below Lowest Estimates, As PCE Comes In Red Hot
25.04.2024, 14:51 Uhr. ZeroHedge News - https: - Stagflation Shock: GDP Stuns With Lowest Print In 2 Years, Below Lowest Estimates, As PCE Comes In Red Hot If the Biden admin was to have any hopes of the Fed cutting rates and monetary easing ahead of the election, the tires would need to start falling off the US economy right... about... now... Which is why we didn't find it at all surprising that...
Initial & Continuing Jobless Claims Continue To Ignore Reality
25.04.2024, 14:39 Uhr. ZeroHedge News - https: - Initial & Continuing Jobless Claims Continue To Ignore Reality In the real world labor market, 2024 has been a shitshow of layoffs... 1. Everybuddy: 100% of workforce 2. Wisense: 100% of workforce 3. CodeSee: 100% of workforce 4. Twig: 100% of workforce 5. Twitch: 35% of workforce 6. Roomba: 31% of workforce 7. Bumble: 30% of workforce 8. Farfetch:...
Market Is Splendidly Indifferent To Rising Inflation Risks
24.04.2024, 19:26 Uhr. ZeroHedge News - https: - Market Is Splendidly Indifferent To Rising Inflation Risks Authored by Simon White, Bloomberg macro strategist, There continues to be scant evidence of inflation hedging in markets despite clear signs price-growth risks are rising. Inflation remains in focus this week as we get the first quarter’s update for US PCE on Friday. Regardless of one data...
Cocoa Drops Most Since April 2009, Some Losses Recovered In Muti-Day Volatility Rollercoaster
24.04.2024, 19:09 Uhr. ZeroHedge News - https: - Cocoa Drops Most Since April 2009, Some Losses Recovered In Muti-Day Volatility Rollercoaster Cocoa futures in London on Tuesday plunged the most since April 2009, tumbling as much as 8.1%, while prices slid as much as 7.7% in New York. Prices recovered some losses on Wednesday morning. It appears the downdraft was caused by fast-money traders taking...
Overconfidence In NFL Drafts: A Lesson For Investors
24.04.2024, 16:45 Uhr. ZeroHedge News - https: - Overconfidence In NFL Drafts: A Lesson For Investors Authored by Michael Lebowitz via RealInvestmentAdvice.com, Most NFL general managers (GMs) are optimistic and displaying overconfidence today as they prepare for tomorrow’s NFL draft. The draft is a once-a-year opportunity for GMs to acquire talent. Like investors, GMs often think they are smarter...
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...
Just A Correction, Or Is The Bull Market Over?
23.04.2024, 19:07 Uhr. ZeroHedge News - https: - Just A Correction, Or Is The Bull Market Over? Authored by Lance Roberts via RealInvestmentAdvice.com, Is this just a correction after a strong bullish advance from November, or is the bull market ending? If you read some of the headlines, you would suspect the latter. As noted by MarketWatch last week: “For the first time since early November 2023...
Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields
23.04.2024, 14:23 Uhr. ZeroHedge News - https: - Futures Extend Rebound Into Second Day Ahead Of Tesla Earnings Despite Rising Yields US equity futures are higher for the second day, even as small-caps underperform after bond yields rise about +4bps and trade near session highs. As of 7:40am S&P and Nasdaq futures were 0.3% higher after Wall Street’s rebound from a $2 trillion selloff; European...
Supreme Court Denies Bid To Expand No-Excuse Mail-In Ballots In Texas
23.04.2024, 05:02 Uhr. ZeroHedge News - https: - Supreme Court Denies Bid To Expand No-Excuse Mail-In Ballots In Texas Authored by Tom Ozimek via The Epoch Times (emphasis ours), The U.S. Supreme Court has declined to hear a legal challenge to a Texas law that requires voters under the age of 65 to provide justification to vote by mail, meaning that the Democrat-aligned attempt to sharply expand “no-excuse”...
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...
Middle Class Can't Afford Homes In Nearly Half Of Top 100 US Metros, Study Finds
20.04.2024, 16:32 Uhr. ZeroHedge News - https: - Middle Class Can't Afford Homes In Nearly Half Of Top 100 US Metros, Study Finds By Sam Bourgi of CreditNews, Housing is becoming an exclusively upper-class privilege in a growing number of cities. According to a new study by Creditnews Research, in 2024, middle-class households could afford to buy an average home in just 52 of the country’s 100 largest...
Ukraine Claims First-Ever Shootdown Of Russian Strategic Bomber, Moscow Denies
20.04.2024, 13:39 Uhr. ZeroHedge News - https: - Ukraine Claims First-Ever Shootdown Of Russian Strategic Bomber, Moscow Denies Another Russian military aircraft has fallen from the sky in a fiery wreck, social media video widely circulating on Friday shows. But precisely how it happened is being hotly disputed. Ukraine is now touting that for the first time ever, its forces have downed a Russian...
Living On Uneasy Street
19.04.2024, 23:21 Uhr. ZeroHedge News - https: - Living On Uneasy Street Authored by Charles Hugh Smith via OfTwoMinds blog, It's nice to anticipate sunny weather, but it's a good idea to carry an umbrella just in case the forecasts prove overly optimistic. Yes, the market will rally if World War III didn't start last night. The market will also rally if World War III does start, because the Federal...
The Haven-Volatility Dog Has Not Yet Barked
19.04.2024, 17:25 Uhr. ZeroHedge News - https: - The Haven-Volatility Dog Has Not Yet Barked Authored by Simon White, Bloomberg macro strategist, Implied volatility of traditional havens such as the Swiss franc and US Treasuries remains remarkably subdued despite the situation in the Middle East, even as the former has outperformed most other havens, including the dollar. However, vol is beginning...
Economic Warning From The NFIB
19.04.2024, 14:21 Uhr. ZeroHedge News - https: - Economic Warning From The NFIB Authored by Lance Roberts via RealInvestmentAdvice.com, The latest National Federation of Independent Business (NFIB) survey was an economic warning that departed widely from more robust governmental reports. In a recent analysis of small businesses, we discussed the importance those business owners play in the economy...
Hard Money Heat Check
19.04.2024, 13:20 Uhr. ZeroHedge News - https: - Hard Money Heat Check Submitted by QTR's Fringe Finance There are few things I like more about NBA basketball than when a player gets so hot that it seems as though they can't miss a shot, no matter where they are shooting from. The legendary video game NBA Jam captured this beautifully, for those that remember. A “heat check” is when a hot player...
It's Time To Pay Attention To Funding Risks Again
18.04.2024, 14:48 Uhr. ZeroHedge News - https: - It's Time To Pay Attention To Funding Risks Again Authored by Simon White, Bloomberg macro strategist, The risk of a squeeze in US funding markets is increasing as the yield curve bear steepens, i.e. longer-term yields rise more than short-term ones. More attractive bill yields and climbing interest-payment costs on government debt are depleting reserves...
Futures Rise After 4 Straight Days Of Losses
18.04.2024, 14:17 Uhr. ZeroHedge News - https: - Futures Rise After 4 Straight Days Of Losses US equity futures are higher after four consecutive days of selling, although that is the same pattern we have seen all week as futures initially rise only to dump later in the day. As of 7:40am, S&P futures are up 0.3% while tech stocks were set to outperform, pushing the Nasdaq 0.4% higher after TSMC delivered...
"Central Bank Observers Take Note": HSBC Warns "Weak Bull" Commodity Run Has Begun
18.04.2024, 01:20 Uhr. ZeroHedge News - https: - "Central Bank Observers Take Note": HSBC Warns "Weak Bull" Commodity Run Has Begun Commodity prices provide a real-time snapshot of the global economy through spot prices, which are essentially high-frequency data about the current supply and demand environment. These prices are key components in measuring inflation, which has shown signs of easing...
Gold's Resilience Shows A Currency Crisis Isn't Far Away
17.04.2024, 19:21 Uhr. ZeroHedge News - https: - Gold's Resilience Shows A Currency Crisis Isn't Far Away First it was Michael Hartnett, warning that the "Explosion In Gold Shows Investors Are Preparing For The Endgame", now it's Bloomberg's turn. According to BBG Markets Live reporter Mark Cranfield, the resilience of precious metals in the face of rising bond yields and a strong US dollar suggests...
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...