Neueste Heute 05.05.2024 04.05.2024
"Economics Works In Mysterious Ways": Is China's Wealth Effect Being Substituted?
06.05.2024, 01:51 Uhr. ZeroHedge News - https: - "Economics Works In Mysterious Ways": Is China's Wealth Effect Being Substituted? By Teeuwe Mevissen, Senior Macro Strategist at Rabobank Is the wealth effect being substituted? Summary China’s real estate market suffered heavy losses early this year while stock market investors continue to face huge uncertainty. This will add to the deterioration...
Matt Taibbi Uncensored: Finance Nothing More Than A 'Street Scam'
05.05.2024, 17:40 Uhr. ZeroHedge News - https: - Matt Taibbi Uncensored: Finance Nothing More Than A 'Street Scam' Submitted by QTR's Fringe Finance The opportunity to secure an exclusive interview with Matt Taibbi is something I thought I’d never get…but alas, here we are. Taibbi is the head of Racket News and his reputation as a fearless investigative journalist precedes him. From his groundbreaking...
Fidelity: Pension Funds Exploring Bitcoin Investments On ETF Approval
04.05.2024, 16:30 Uhr. ZeroHedge News - https: - Fidelity: Pension Funds Exploring Bitcoin Investments On ETF Approval Authored by Vivek Sun via Bitcoin Magazine, Fidelity, a major financial services firm, says pension funds are starting to explore investing in Bitcoin, particularly after the approval of spot Bitcoin exchange-traded funds earlier this year... Fidelity has been bullish on Bitcoin...
"Is This China Rally For Real?" - Goldman's Flows Guru Says 'Yes'
03.05.2024, 19:46 Uhr. ZeroHedge News - https: - "Is This China Rally For Real?" - Goldman's Flows Guru Says 'Yes' On Jan 24th, we posted a recommendation on our Premium-Subscriber twitter feed, suggesting subscribers: "Get Long FXI here..." Like many of the reccs on this exclusive feed, it has done rather well... (Subscribe to Premium ZeroHedge here) The question is, after gaining 30%, do we stay...
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...
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...
South Korea's Central Bank Says May Buy Gold In The Mid To Long-Term
01.05.2024, 01:20 Uhr. ZeroHedge News - https: - South Korea's Central Bank Says May Buy Gold In The Mid To Long-Term Back in 2011, around the time gold hits its previous cycle high, South Korea surprised the fiat world when it revealed that it had spent more than a billion dollars in its first gold purchase in more than a decade, as uncertainty about global growth and sovereign debt push central...
Unification Of CBDCs? Global Banks Are Telling Us The End Of The Dollar System Is Near
30.04.2024, 23:40 Uhr. ZeroHedge News - https: - Unification Of CBDCs? Global Banks Are Telling Us The End Of The Dollar System Is Near Authored by Brandon Smith via Alt-Market.us, World reserve status allows for amazing latitude in terms of monetary policy. The Federal Reserve understands that there is constant demand for dollars overseas as a means to more easily import and export goods. The dollar’s...
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...
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...
Big Government's Crackdown On Hedge Fund Home-Buying Looms
30.04.2024, 12:55 Uhr. ZeroHedge News - https: - Big Government's Crackdown On Hedge Fund Home-Buying Looms "I strongly support free markets," but this "corporate large-scale buying of residential homes seems to be distorting the market and making it harder for the average Texan to purchase a home," Republican Texas Gov. Greg Abbott wrote on X in March. He added, "This must be added to the legislative...
Rabobank: Biden's Dire Rating On His Handling Of The Economy Is Remarkable
29.04.2024, 17:41 Uhr. ZeroHedge News - https: - Rabobank: Biden's Dire Rating On His Handling Of The Economy Is Remarkable By Benjamin Picton, senior strategist at Rabobank The S Word Last week the data caught up with the public mood. Annualized US GDP for Q1 was +1.6%, well below the 2.5% consensus estimate and even below the most pessimistic estimate of +1.7% in the Bloomberg survey. Meanwhile...
JPY Plunges To Fresh 34-Year-Lows After BoJ Does Nothing... Again
26.04.2024, 16:50 Uhr. ZeroHedge News - https: - JPY Plunges To Fresh 34-Year-Lows After BoJ Does Nothing... Again Having already lost more than 10% of its value versus the US dollar this year, the yen plunged further overnight after Bank of Japan Governor Kazuo Ueda indicated monetary policy will stay easy as he kept rates unchanged and showed little to no support for the embattled currency during...
Anglo American Rejects BHP's Takeover Deal, Calls It "Highly Unattractive"
26.04.2024, 15:35 Uhr. ZeroHedge News - https: - Anglo American Rejects BHP's Takeover Deal, Calls It "Highly Unattractive" The world's largest global diversified miner, BHP, is being forced to significantly raise its buyout offer of Anglo American or walk away from the proposed all-share deal valued at £31.1 billion ($38.9 billion). "The BHP proposal is opportunistic and fails to value Anglo...
SEC Expected To Deny Spot Ether ETFs In May, Consensys Sues Over 'Security' Status
26.04.2024, 02:46 Uhr. ZeroHedge News - https: - SEC Expected To Deny Spot Ether ETFs In May, Consensys Sues Over 'Security' Status There are increasing doubts among industry insiders that the SEC will approved Spot Ether ETFs in May, according to a report from Reuters. According to four people who participated, recent meetings between issuers and the SEC have been one-sided and agency staff have...
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...
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...
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...
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...
Markets Can Absorb Geopolitic Risks, To A Point
22.04.2024, 23:46 Uhr. ZeroHedge News - https: - Markets Can Absorb Geopolitic Risks, To A Point By Michael Msika and Jan-Patrick Barnert, Bloomberg Markets Live reporters and strategists Geopolitics is having an impact on investment decisions again, and risks are rising as well as equity volatility. Yet under the hood, the stock market is absorbing the shock relatively well so far. Stress levels...
Hedge Fund CIO: "That's Why I See Us Headed Into A 1970s-style Inflation"
22.04.2024, 16:05 Uhr. ZeroHedge News - https: - Hedge Fund CIO: "That's Why I See Us Headed Into A 1970s-style Inflation" By Eric Peters, CIO of One River Asset Management “I tried to jump into the Potomac when I was young and my mother nearly killed me,” said the CIO. “Now you could drink from our rivers if you had to, which is great, but the cleanup has meant everything is more expensive...
Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom
22.04.2024, 14:46 Uhr. ZeroHedge News - https: - Head Of Climate Research At Hedge Fund Andurand Expresses Skepticism Over Carbon-Credit Boom The head of climate research at commodities hedge fund firm Andurand Capital Management says now is not the time to bet on a bull market for carbon credits. There is growing pessimism in the voluntary carbon markets amid turmoil within the world's top arbiter...
"Southwest Stop!": Near Runway Disaster At Washington-Reagan Recorded On Shocking Audio
20.04.2024, 01:40 Uhr. ZeroHedge News - https: - "Southwest Stop!": Near Runway Disaster At Washington-Reagan Recorded On Shocking Audio Transportation Secretary Pete Buttigieg is caught in one of the worst aviation crises in American history, as Boeing jets fall apart in mid-air and while on the runway. The latest near-disaster happened when a JetBlue flight nearly collided with a Southwest...
Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation
19.04.2024, 14:06 Uhr. ZeroHedge News - https: - Futures Reverse All Losses, Oil Slides After Iran Plays Down Israeli Attacks, Signals No Retaliation While US futures are still modestly in the red, they are not only well off the worst overnight levels, but they are almost unchanged since yesterday's close following a performative Israeli retaliation. which followed a performative Iranian attack, which...
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...
World Bank Report Highlights Advantage Of Central Bank Gold Revaluation Accounts
19.04.2024, 00:20 Uhr. ZeroHedge News - https: - World Bank Report Highlights Advantage Of Central Bank Gold Revaluation Accounts By Jan Nieuwenhuijs of Gainesville Coins Recently the World Bank released a handbook for asset managers on why to invest in gold. At Gainesville Coins I have written numerous articles on gold revaluation accounts and how these can be deployed by central banks to absorb...
Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns
18.04.2024, 21:01 Uhr. ZeroHedge News - https: - Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns Who could have seen this coming? btw this is where the next really big crash will start https://t.co/XcK2RezYEk — zerohedge ( zerohedge) February 1, 2024 Bloomberg's Ye Xie reports that a small group of funds has accumulated such large short wagers in the Treasury market that they could...
Gold Vs. S&P 500: Which Has Grown More Over Five Years?
18.04.2024, 11:54 Uhr. ZeroHedge News - https: - Gold Vs. S&P 500: Which Has Grown More Over Five Years? Gold is considered a unique asset due to its enduring value, historical significance, and application in various technologies like computers, spacecraft, and communications equipment. Commonly regarded as a “safe haven asset”, gold is something investors typically buy to protect themselves...
Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market
18.04.2024, 04:43 Uhr. ZeroHedge News - https: - Forget Cocoa, Coffee. There's A "Squeeze Risk" Building In The Tin Market Tin prices on the London Metal Exchange have surged 27% this year, landing on the radars of some institutional desks. Other commodities closely monitored by hedge funds include cocoa, coffee, Brent crude, copper, and gold. Bloomberg notes that LME data for the tin market shows the...
Peter Schiff: The Data Looks Grim For The Dollar
17.04.2024, 13:45 Uhr. ZeroHedge News - https: - Peter Schiff: The Data Looks Grim For The Dollar Via SchiffGold.com, Peter’s back in Puerto Rico this week for his podcast after another week of record gold prices. In this episode, he discusses media coverage of inflation, this week’s CPI report, and Bitcoin’s weakening price relative to gold. Peter starts by recapping this week’s price action...
From 'Buy The Dip' To 'Sell The Rip' - Goldman Flows Guru Warns Of "Supply/Demand Mismatch" In Stocks
16.04.2024, 18:13 Uhr. ZeroHedge News - https: - From 'Buy The Dip' To 'Sell The Rip' - Goldman Flows Guru Warns Of "Supply/Demand Mismatch" In Stocks The US equity market appears to have changed regime from "buy the dip" to "sell the rip" (and reduce delta), according to Goldman Sachs flow of funds guru Scott Rubner. In a note this morning, he points out that he is receiving a lot of questions about...
These Inflation Trades Have Most Catching Up To Do
16.04.2024, 15:09 Uhr. ZeroHedge News - https: - These Inflation Trades Have Most Catching Up To Do Authored by Simon White, Bloomberg macro strategist, Markets are unprepared for price growth that is becoming entrenched. But even though the risk-reward in shorting Treasuries or buying gold or Bitcoin is diminishing, we can instead pinpoint the assets that have the most potential to catch up to persistent...
«Die erstaunliche Geschichte, wie drei Milliardäre die Welt in den Klimakatastrophenwahn stürzten»
16.04.2024, 11:25 Uhr. >b's weblog - https: - In 2012, three wealthy men, Bloomberg, hedge fund manager Tom Steyer and former CEO of Goldman Sachs Hank Paulson chipped in $500,000 each to fund a project “making the climate threat feel real, immediate and potentially devastating to the business world”. An early funded report was part-titled ‘Risky Business’ and it focused on RCP8.5 “as...
Dollar, Oil, & Gold Jump; Stocks & Bonds Dump As 'WW3-On'-Risk Reignites
15.04.2024, 22:02 Uhr. ZeroHedge News - https: - Dollar, Oil, & Gold Jump; Stocks & Bonds Dump As 'WW3-On'-Risk Reignites It was all looking so shiny and BTFD-y - Iran had sent some missiles towards Israeli folks; 'allies' blocked 99% of them; and Israel appeared unlikely top respond 'imminently'. Stocks were up, crypto was up, oil was down as 'WW3-off' meant risk-on. But, then the headlines just...
Geopolitical Risk – Hedging The Unhedgeable?
14.04.2024, 16:30 Uhr. ZeroHedge News - https: - Geopolitical Risk – Hedging The Unhedgeable? Authored by Peter Tchir via Academy Securities, This is the first time (in a long time) that I contemplated not doing a weekend T-Report. What’s the point when by the time you read it, everything in the geopolitical realm may have changed? But, with so much going on and so much chatter about geopolitical...
Investors Bet On Further Rise In US Gasoline Prices
14.04.2024, 03:38 Uhr. ZeroHedge News - https: - Investors Bet On Further Rise In US Gasoline Prices By John Kemp, senior energy analyst at Reuters Portfolio investors have amassed one of the largest bullish positions in U.S. gasoline futures and options since before the coronavirus pandemic, anticipating that prices will continue climbing over the next few months. U.S. gasoline has emerged as the...
Is Silver About To Do A Cocoa?
13.04.2024, 17:40 Uhr. ZeroHedge News - https: - Is Silver About To Do A Cocoa? Authored by Simon White, Bloomberg macro strategist, Silver prices have rocketed higher in recent days, and they have been surging today (with great volatility). As a futures market, more of it trades on exchange relative to its annual physical supply compared to cocoa. Therefore it’s not inconceivable silver could...
This Next Bean Is Hyperinflating, And It's Not Cocoa
13.04.2024, 15:56 Uhr. ZeroHedge News - https: - This Next Bean Is Hyperinflating, And It's Not Cocoa The next bean hyperinflating is Robusta coffee futures in London, hitting fresh record highs on Friday. This comes as poor harvests in Vietnam, the world's second-largest producer of robusta beans, fuels concerns about global shortages. Also, arabica futures are erupting. Futures for robusta, the...
Gold & The Dollar Surged This Week, Stocks & Crypto Purged As Reflation & WW3-Risk Wreck Rate-Cut Hopes
12.04.2024, 22:01 Uhr. ZeroHedge News - https: - Gold & The Dollar Surged This Week, Stocks & Crypto Purged As Reflation & WW3-Risk Wreck Rate-Cut Hopes Inflation fears/promises/threats were realized this week with CPI and PPI hot (yes PPI) and UMich infl exp rising too. Inflation data has been surprising to the upside all year and growth data not so much... Source: Bloomberg ...and that rising inflation...
Cyclical Rally Could Look Very Different From Here
12.04.2024, 14:26 Uhr. ZeroHedge News - https: - Cyclical Rally Could Look Very Different From Here By Michael Msika, Bloomberg Markets Live reporter and strategist A months-long rally in European cyclicals has left some stocks looking outright expensive, raising risks for them as the earnings season is about to start. Cyclical sectors such as autos, industrials and financials have beaten the overall...
Kyle Bass Says Email Hacking By China Follows Exposé On Secret ChiCom Hypersonic Space Station Base In Argentina
11.04.2024, 19:40 Uhr. ZeroHedge News - https: - Kyle Bass Says Email Hacking By China Follows Exposé On Secret ChiCom Hypersonic Space Station Base In Argentina Dallas-based hedge fund manager Kyle Bass claims the Chinese government hacked his email account after he quoted an article on X about a 'secret' space station base in the Patagonia region of Argentina that the Chinese military use "to...
IMF Prepares Financial Revolution – Say Goodbye To The Dollar
11.04.2024, 19:20 Uhr. ZeroHedge News - https: - IMF Prepares Financial Revolution – Say Goodbye To The Dollar Authored by Brandon Smith via The Burning Platform blog, Global reserve currency status allows for amazing latitude in terms of monetary policy. The Treasury Department understands that there is constant demand for dollars overseas as a means to more easily import and export goods. The petrodollar monopoly...
The Passive Investor Problem
11.04.2024, 13:20 Uhr. ZeroHedge News - https: - The Passive Investor Problem Via SchiffGold.com, When John Bogle died in 2019, people around the world mourned. Bogle created the Vanguard Group and made the index fund mainstream. Index funds are investment vehicles that invest in a class of investments as a whole, rather than trying to predict what specific stocks or securities will do best. So...
Huge Dovish Bet Loses $50 Million In One Day
11.04.2024, 04:43 Uhr. ZeroHedge News - https: - Huge Dovish Bet Loses $50 Million In One Day Late on Tuesday, the financial world was swept up by a report from Bloomberg according to which an unknown trader had put on single record-sized trade, betting that today's CPI print would come in dovish, and forcing the Fed to cut sooner. It did not work out quite as expected. For those who missed it, a...
Goldman Is "Taking Profits On Tech & Moving To Other Sectors"
10.04.2024, 21:23 Uhr. ZeroHedge News - https: - Goldman Is "Taking Profits On Tech & Moving To Other Sectors" 'Sell Mortimer, Sell!' That is the message (our translation) from Goldman Sachs Asset Management (GSAM), who told Bloomberg today that they are taking profits from high-flying technology shares and putting the money into cheaper companies. “We like taking profits on technology and moving...
Extreme Investor Optimism At Risk From Momentum-Trade Derailing
10.04.2024, 15:55 Uhr. ZeroHedge News - https: - Extreme Investor Optimism At Risk From Momentum-Trade Derailing Authored by Simon White, Bloomberg macro strategist, Retail investors’ historically stretched level of optimism is vulnerable to a reversal of the extreme positioning in the momentum trade. Consumers’ glasses seem very much half full, according to the Consumer Board’s confidence survey...
Inflation Has Become A Bigger Risk For Stretched Gold Prices
10.04.2024, 14:22 Uhr. ZeroHedge News - https: - Inflation Has Become A Bigger Risk For Stretched Gold Prices Authored by Simon White, Bloomberg macro strategist, Gold’s relationship with inflation is variable, but we are at the point in the cycle where the precious metal’s sensitivity to CPI is heightened. Overbought gold is thus particularly exposed should today’s inflation data come in...
Renewed Inflation Risks Aren't Scaring Buyers Yet
10.04.2024, 13:23 Uhr. ZeroHedge News - https: - Renewed Inflation Risks Aren't Scaring Buyers Yet By Michael Msika, Bloomberg markets live reporter and strategist The stock market’s momentum is stalling and soaring commodity prices have brought inflation worries back to the forefront. For now, it’s not enough to prompt Wall Street strategists to change their bullish view. HSBC strategists led...
Equity Mantra Now Is To Buy Dips But Hedge Risks
10.04.2024, 02:21 Uhr. ZeroHedge News - https: - Equity Mantra Now Is To Buy Dips But Hedge Risks By Jan-Patrick Barnert, Bloomberg markets live reporter and strategist There are two pieces of stock market wisdom which — unlike many others — often ring true: “buy protection when you can, not when you must” and “a hedged pot never boils.” Both seem to be at play right now. Last Thursday’s...