Neueste Heute 28.04.2024 27.04.2024
Microsoft Surges As AI-Growth Drives Across-The-Board Beat
25.04.2024, 22:16 Uhr. ZeroHedge News - https: - Microsoft Surges As AI-Growth Drives Across-The-Board Beat Investors can exhale after META's meltdown as MSFT just reported better-than-expected revenues in Q3 of $61.86 billion (estimate $60.87 billion). All the business segments also beat expectations: Productivity and Business Processes revenue $19.57 billion, estimate $19.54 billion More Personal...
AI Crusades: San Fran Lunatic Goes 'Donkey Kong' On Waymo Robotaxi
23.04.2024, 03:21 Uhr. ZeroHedge News - https: - AI Crusades: San Fran Lunatic Goes 'Donkey Kong' On Waymo Robotaxi A viral video on X shows a person going full 'Donkey Kong' on an autonomous Waymo vehicle in the crime-ridden downtown area of San Francisco over the weekend. This plays into a much larger trend of people lashing out against self-driving cars. Local media outlet KRON4 said the...
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...
Morgan Stanley Shares Rebound On Strong Revenues
16.04.2024, 14:12 Uhr. ZeroHedge News - https: - Morgan Stanley Shares Rebound On Strong Revenues Morgan Stanley shares are quickly recovering from last week's mauling (after WSJ reported regulatory probes of how the bank handles wealth management clients “who are at risk of laundering money"), this morning after reporting Q1 wealth management and equities trading revenue that beat expectations...
Nominal Retail Sales Soared In March As Gas Prices Spiked
15.04.2024, 14:41 Uhr. ZeroHedge News - https: - Nominal Retail Sales Soared In March As Gas Prices Spiked Ahead of today's retail sales print, BofA's practically omniscient analysts forecast a hot-hot-hot core print... ...and they were massively correct. After last month's surprise headline surge in retail sales (on the back of Motor Vehicle & Parts), consensus was for another monthly increase (but...
Producer Prices Rose At Fastest Pace In A Year In March
11.04.2024, 14:40 Uhr. ZeroHedge News - https: - Producer Prices Rose At Fastest Pace In A Year In March After yesterday's CPI-surge, PPI followed along, with headline producer prices rising 0.2% MoM (+0.3% MoM exp), pushing the YoY PPI to +2.1% (+2.2% exp) from +1.6% - the highest since April 2023... Source: Bloomberg Core CPI rose 2.4% YoY (hotter than the expected 2.3%) - the third hotter-than-expected...
Consumer Prices Print Hotter Than Expected, Led By Surge In Energy & Shelter Costs
10.04.2024, 14:37 Uhr. ZeroHedge News - https: - Consumer Prices Print Hotter Than Expected, Led By Surge In Energy & Shelter Costs After increasing MoM for the last five months, headline CPI was expected to slow modestly in March (from +0.4% MoM to +0.3% MoM), but obviously still rising. However, it did not, rising a hotter than expected 0.4% MoM (equal highest since August 2023) and pushing it up...
Financial Flim-Flam Backs Imran Ahmed's Center For Countering Digital Hate
04.04.2024, 11:00 Uhr. ZeroHedge News - https: - Financial Flim-Flam Backs Imran Ahmed's Center For Countering Digital Hate Authored by Paul Thacker via The Disinformation Chronicle (subscribe here) The dark money that apparently birthed the censorship industry’s most critical “anti-disinformation” group, the Center for Countering Digital Hate (CCDH), recently came to light in an investigation...
Biden Budget Shells Out $320 Million On Border Walls... For Oman, Lebanon, Jordan, Egypt, And Tunisia
01.04.2024, 23:01 Uhr. ZeroHedge News - https: - Biden Budget Shells Out $320 Million On Border Walls... For Oman, Lebanon, Jordan, Egypt, And Tunisia Authored by Monica Showalter via American Thinker, Is there anything Joe Biden can't do? Get a load of what he funded in his latest bloated budget spending bill passed last week, according to Breitbart News, which opened the hood of that jalopy: Slipped...
Bidenomics Blowback - Survey-Based Sentiment Collapses As 'Hope' Evaporates
28.03.2024, 15:40 Uhr. ZeroHedge News - https: - Bidenomics Blowback - Survey-Based Sentiment Collapses As 'Hope' Evaporates 'Soft' survey data has been a bloodbath this week with regional Fed surveys all slumping and this morning's Chicago PMI uglier than all expectations. That smashed 'hope' - the spread between hard and soft data - back to cycle lows... Source: Bloomberg Today's Chicago PMI plunged...
"It's A Far Deeper Recession Than Publicized..." Dallas Fed Manufacturing Survey Screams Stagflation
26.03.2024, 00:20 Uhr. ZeroHedge News - https: - "It's A Far Deeper Recession Than Publicized..." Dallas Fed Manufacturing Survey Screams Stagflation "Many good things may happen, but the actual occurrence remains to be seen..." That's about as rosy a picture as one could glean from the respondents to today's Dallas Fed Manufacturing survey. Against expectations of a small improvement from -11.3 to...
Video: Australian Pilot Captain Graham Hood Urges Australian Government to Stop the COVID Shots
22.03.2024, 04:05 Uhr. Global Research - https: - … The post Video: Australian Pilot Captain Graham Hood Urges Australian Government to Stop the COVID Shots appeared first on Global Research....
Housing Starts And Permits Surged In February (Despite Plunging Rate-Cut Odds)
19.03.2024, 13:45 Uhr. ZeroHedge News - https: - Housing Starts And Permits Surged In February (Despite Plunging Rate-Cut Odds) Housing Starts and Permits rebounded firmly in February from an ugly January. Starts soared 10.7% MoM (+8.2% exp) recovering some of the 12.3% MoM decline in January and Permits jumped 1.9% (+0.5% exp) from the upwardly revised -0.3% MoM decline in January... Source: Bloomberg...
"She Thought She Was Going To Die" – French Stars And Wealthy Terrorized In Wave Of Violent Home-jackings
14.03.2024, 11:31 Uhr. ZeroHedge News - https: - "She Thought She Was Going To Die" – French Stars And Wealthy Terrorized In Wave Of Violent Home-jackings By John Cody of RemixNews Celebrities are being targeted across France in an unprecedented wave of “home-jackings,” which are burglaries accompanied by violence and kidnapping. The cases often involve “youths” recruited by experienced...
Bitcoin, Bullion, & Black Gold 'Hot'; Bonds, Banks, & Big-Tech 'Not'
13.03.2024, 21:02 Uhr. ZeroHedge News - https: - Bitcoin, Bullion, & Black Gold 'Hot'; Bonds, Banks, & Big-Tech 'Not' Higher rates didn't matter to long-duration (tech) stocks yesterday, but apparently, absent macro data today, it does (bond prices and stock prices fell together)... Source: Bloomberg Mid-week, mid-month, and mid-way between earnings meant a pause in the euphoria today with Small Caps...
OffG Site Update
06.03.2024, 13:05 Uhr. OffGuardian - https: - Hi all, OffG is getting a fairly major overhaul! So later today we will be going into maintenance mode while we pop the hood & do some much needed fixing. The site will be unavailable during that time, but hopefully it won’t be for too long. Thanks, OffG Admin...
US Services Surveys Signal Stagflation In Feb: Higher Prices, Slower Growth
05.03.2024, 16:07 Uhr. ZeroHedge News - https: - US Services Surveys Signal Stagflation In Feb: Higher Prices, Slower Growth After the mixed Manufacturing survey picture (ISM puked, PMI spiked), who knows what we'll get from the Services surveys today. S&P Global's Services PMI fell from 52.5 in January to 52.3 (final) in February, but we note that is up from the 51.3 preliminary print in early Feb...
'Very Bizarre': Scientists Expose Major Problems With Climate Change Data
03.03.2024, 14:12 Uhr. ZeroHedge News - https: - 'Very Bizarre': Scientists Expose Major Problems With Climate Change Data Authored by Alex Newman via The Epoch Times (emphasis ours), Temperature records used by climate scientists and governments to build models that then forecast dangerous manmade global warming repercussions have serious problems and even corruption in the data, multiple scientists...
Survey-Based Sentiment Slump Continues As Prices Paid Accelerates in Plunging Chicago PMI
29.02.2024, 16:02 Uhr. ZeroHedge News - https: - Survey-Based Sentiment Slump Continues As Prices Paid Accelerates in Plunging Chicago PMI The trend for 'soft' survey data is very much not the friend of the 'soft-landing' or 'goldilocks' narrative peddlers as it slumps from extreme optimism to disappointed pessimism (even as hard data has improved)... Source: Bloomberg And today saw more of the same...
SuperCore Inflation Soars In January, Services Costs Re-Accelerate
29.02.2024, 14:51 Uhr. ZeroHedge News - https: - SuperCore Inflation Soars In January, Services Costs Re-Accelerate One of The Fed's favorite inflation indicators - Core PCE Deflator - dropped to +2.8% YoY in January (as expected) - the lowest since March 2021. Headline PCE Deflator rose 0.3% MoM as expected, down at +2.4% YoY in January ... Source: Bloomberg However, shorter-term signals are less...
It Has All Gone So Dreadfully Wrong For The Establishment
27.02.2024, 23:43 Uhr. ZeroHedge News - https: - It Has All Gone So Dreadfully Wrong For The Establishment Authored by Nikolai Hubble via FortuneAndFreedom.com, When it rains, it pours for those in power Have the people suddenly woken up? How will the Establishment respond? Our Betters have been very busy these last few years. Climate change, diversity equity and inclusion, ESG, net zero, vaccine...
Biden's Half-Hearted Border-Control Pitch
27.02.2024, 19:01 Uhr. ZeroHedge News - https: - Biden's Half-Hearted Border-Control Pitch Authored by Christopher Roach via American Greatness, There are rumors - likely trial balloons - that Joe Biden is about to get serious about controlling the border. Along with inflation and our country’s repeated humiliations on the global stage, the border debacle is one of the major sources of Biden’s...
"There's An Odd Chill In The Air" - Dallas Fed Respondents Warn Of "Pending Doom"
26.02.2024, 18:29 Uhr. ZeroHedge News - https: - "There's An Odd Chill In The Air" - Dallas Fed Respondents Warn Of "Pending Doom" For the 22nd straight month, The Dallas Fed's Manufacturing Survey headline indicator was negative in February. Despite it's bounce from January lows, the headline remained at -11.3 (while the six-months-ahead forecast also surged to +11.8 - highest since Feb 2022)......
Best Week For Bullion In 2024 As Mega-Caps Melt-Up On Bad Breadth
23.02.2024, 22:00 Uhr. ZeroHedge News - https: - Best Week For Bullion In 2024 As Mega-Caps Melt-Up On Bad Breadth Ok, so everyone knows, NVDA is awesome, topping $2 trillion in market cap intraday this week (after a $2BN hike above consensus)... Source: Bloomberg ...but today saw a smidge of profit-taking... MAG7 stocks were obviously up on the week (the sixth in the last seven), but today's weakness...
Producer Prices Surged In January As Services Costs Soared
16.02.2024, 14:42 Uhr. ZeroHedge News - https: - Producer Prices Surged In January As Services Costs Soared After the hotter-than-expected CPI (which has been shrugged off entirely by the stock market), Producer Prices were expected to rebound very modestly MoM but continue to slow on a YoY basis in January. Instead, like CPI, it re-accelerated with headline rising 0.3% MoM (+0.1% MoM exp), which...
Do Call Skews Signal Bulls Are Maxed Out?
13.02.2024, 18:06 Uhr. ZeroHedge News - https: - Do Call Skews Signal Bulls Are Maxed Out? Learn how volatility is really driving markets during today’s free SpotGamma webinar here at 1pm EST: Volatility, Avoid the Riptide. With equities surging higher, the signs of rampant bullishness are percolating. Year-to-date, broad based equity indexes, like the S&P500, are +5.8%, while leading sectors...
CPI Prints Hotter Than Expected In January As Food & Utilities Jumped
13.02.2024, 14:42 Uhr. ZeroHedge News - https: - CPI Prints Hotter Than Expected In January As Food & Utilities Jumped Expectations were for a big drop in the YoY consumer price index (from +3.4% to +2.9%) but instead it surprised to the upside (just as we warned) with a +3.1% YoY print for headline CPI (spoiling the sub-3% partiers). Consumer prices rose 0.3% MoM (more than the 0.2% exp) but the...
'Soft' Survey Data Collapse Continues With Chicago PMI Plunge
31.01.2024, 17:50 Uhr. ZeroHedge News - https: - 'Soft' Survey Data Collapse Continues With Chicago PMI Plunge The trend for 'soft' survey data is very much not the friend of the 'soft-landing' or 'goldilocks' narrative peddlers as it slumps from extreme optimism to disappointed pessimism... Source: Bloomberg And today saw more of the same as the Chicago MNI tumbled further off the 'weird' spike in...
MSFT Shares Unimpresssed By Big Top- & Bottom-Line Beat
30.01.2024, 22:15 Uhr. ZeroHedge News - https: - MSFT Shares Unimpresssed By Big Top- & Bottom-Line Beat With Microsoft standing alone above the $3 trillion market-cap level (after AAPL's recent weakness), all eyes are on tonight's earnings for any signs of an inflection in the AI-exuberance. Source: Bloomberg And sure enough, at the headline level at least, it's all-good with MSFT beating top- and...
Government Worker Wage Growth Hits Record High As Fed's Favorite Inflation Signal Slows
26.01.2024, 22:02 Uhr. ZeroHedge News - https: - Government Worker Wage Growth Hits Record High As Fed's Favorite Inflation Signal Slows One of The Fed's favorite inflation indicators - Core PCE Deflator - tumbled to +2.9% YoY in December (below the 3.0% exp and down from 3.2% in November) - the lowest since March 2021. Headline PCE Deflator rose 0.2% MoM, holding at +2.6% YoY in December ... Source:...
Kansas City Griefs: Manufacturing Survey Screams Stagflation In January
25.01.2024, 20:31 Uhr. ZeroHedge News - https: - Kansas City Griefs: Manufacturing Survey Screams Stagflation In January Regional factory activity in the Tenth District of the Kansas City Fed declined sharply in January, with production and new orders plunging but prices paid soaring. The headline index tumbled from -1 to -9 - a contraction was driven more by durable goods manufacturing, particularly...
National Economic Activity Unexpectedly Declined In December; Chicago Fed Index Shows
25.01.2024, 15:02 Uhr. ZeroHedge News - https: - National Economic Activity Unexpectedly Declined In December; Chicago Fed Index Shows Against expectations of a small rise from 0.03 to 0.06, The Chicago Fed's National Activity Index (which draws on 85 economic indicators) tumbled to -0.15 in December. 2023 ends with 8 of the 12 months in negative territory... Source: Bloomberg Under the hood, 48 of...
Recession Still Not A Shoo-In As Leading Data Behaves Unusually
24.01.2024, 01:20 Uhr. ZeroHedge News - https: - Recession Still Not A Shoo-In As Leading Data Behaves Unusually Authored by Simon White, Bloomberg macro strategist, The Conference Board’s Leading Index continues to look recessionary, but under the surface the picture is mixed. A recession is more likely than not later this year, but it’s far from a sure thing. Go-go stocks are too optimistic...
Richmond Fed Manufacturing Surveys Crashes To Lowest Since COVID, Philly Fed Services Back Into Contraction
23.01.2024, 16:58 Uhr. ZeroHedge News - https: - Richmond Fed Manufacturing Surveys Crashes To Lowest Since COVID, Philly Fed Services Back Into Contraction The slump in 'soft' survey data continues this morning with disappointments from the Philly and Richmond Feds. The flashing red signals for US manufacturing flashed redder-er this morning as the Richmond Fed survey showed manufacturing activity...
It's Going To Be A Most Turbulent Year For Stocks
18.01.2024, 19:07 Uhr. ZeroHedge News - https: - It's Going To Be A Most Turbulent Year For Stocks Authored by Simon White, Bloomberg macro strategist, The long-duration, tech-focused trade is looking increasingly fragile, while low-duration sectors such as energy, utilities, as well as small caps and value, are becoming cheaper. Federal Reserve rate cuts will amplify already-burgeoning inflation...
Single-Family Home-Starts Plunged In December
18.01.2024, 14:43 Uhr. ZeroHedge News - https: - Single-Family Home-Starts Plunged In December Despite mortgage rates having tumbled (relatively-speaking), and homebuilder sentiment picking back up post-Fed-pivot, expectations were for a plunge back to reality for Housing Starts in December after November's unexpected surge. Permits were expected to rise only very modestly. Analysts were right in...
Empire Fed Manufacturing Survey Suffers Biggest 2-Month Collapse (Ex-COVID) In History
16.01.2024, 14:48 Uhr. ZeroHedge News - https: - Empire Fed Manufacturing Survey Suffers Biggest 2-Month Collapse (Ex-COVID) In History Well, no one saw that coming... The New York Fed's Empire State Manufacturing Survey for January crashed from -14.5 to -43.7 - the worst print in the survey's history outside of the COVID lockdowns... Source: Bloomberg The -43.7 print was a stunning 10 standard deviations...
Powell's Pivot Adds $20 Trillion To Global Debt/Equity Markets In 2023; 'Fiat Alternatives' Fly
29.12.2023, 22:02 Uhr. ZeroHedge News - https: - Powell's Pivot Adds $20 Trillion To Global Debt/Equity Markets In 2023; 'Fiat Alternatives' Fly Global bond and stock markets added almost $20 trillion in capitalization during 2023... and all of that gain came in the last two months of the year after it had tested unchanged on Oct 28th! The gains were dominated by global stocks (which added $13.3TN)...
Chicago PMI Pukes From 18-Month-High - Biggest Drop Since COVID Lockdowns
29.12.2023, 16:02 Uhr. ZeroHedge News - https: - Chicago PMI Pukes From 18-Month-High - Biggest Drop Since COVID Lockdowns Remember in November when Chicago PMI unexpected exploded higher, back above 50 to its highest since May 2022, prompting an array of self-reinforcing, goal-seeked "see, we told you so, the economy is awesome" narratives? Well all that is now out the window as December's Chicago...
The Fed Is Afraid... Of Something
24.12.2023, 20:46 Uhr. ZeroHedge News - https: - The Fed Is Afraid... Of Something Authored by Mark Jeftovic via DollarCollapse.com, In the last issue we covered how Ecoinmetrics posited that the Bitcoin rally wasn’t being confirmed on-chain and that there was a chance of a 10% pullback in the month following his analysis, which was published November 22. We did get a pullback, from $44K, which...
Single-Family Housing Starts Exploded Higher In November As Mortgage Rates Tumbled
19.12.2023, 15:04 Uhr. ZeroHedge News - https: - Single-Family Housing Starts Exploded Higher In November As Mortgage Rates Tumbled Despite a small bounce in homebuilder sentiment (and a tumble in mortgage rates), analysts expected housing starts and building permits to decline MoM in November (after unexpectedly rising last month). But the picture was very different - Housing Starts exploded 14.8%...
Retail Sales Unexpectedly Surged In November
14.12.2023, 14:41 Uhr. ZeroHedge News - https: - Retail Sales Unexpectedly Surged In November Having surprised to the downside (-0.1% MoM) in October, analysts expected another small decline (-0.1% MoM) for November as the resumption of student loan payments (in October) begins to weigh on the 'resilient' consumer. BofA's omniscient analysts were more optimistic with upside surprises expected, especially...
Core CPI Hotter Than Expected As Used-Car Price Rise Offsets Energy Drop
12.12.2023, 14:39 Uhr. ZeroHedge News - https: - Core CPI Hotter Than Expected As Used-Car Price Rise Offsets Energy Drop Having slowed to unch MoM in October, November's headline CPI was also expected to be flat MoM, but it printed modestly hotter than expected +0.1% MoM, which dragged the YoY CPI change down to 3.1% (as expected) from 3.2% in October. That is still above June's 3.1% YoY low print...
US Services Sector Surveys Shrug Off 'Hard' Data Hemorrhaging In November
05.12.2023, 16:12 Uhr. ZeroHedge News - https: - US Services Sector Surveys Shrug Off 'Hard' Data Hemorrhaging In November Following weakness in the Manufacturing survey data, Services surveys were expected rebound in November, despite the plunge in 'hard' data seen in November. S&P Global's Services PMI ticked up in November to 50.8 from 50.6 in October (flat from the flash print) ISM's Services...
RFK Jr. Wins, Oil To $150, & The End Of American Capitalism: Saxo Unveils 2024's 10 'Ourtrageous Predictions'
05.12.2023, 15:51 Uhr. ZeroHedge News - https: - RFK Jr. Wins, Oil To $150, & The End Of American Capitalism: Saxo Unveils 2024's 10 'Ourtrageous Predictions' The smooth road the world has travelled on since the Great Financial Crisis, with stable geopolitics, low inflation and low interest rates, was disrupted during the pandemic years, with policymakers and investors betting on a return to the 'old...
As Treasury Liquidity Evaporates, Last Week's Massive Bond Rally "Was An Accident Waiting To Happen"
06.11.2023, 15:31 Uhr. ZeroHedge News - https: - As Treasury Liquidity Evaporates, Last Week's Massive Bond Rally "Was An Accident Waiting To Happen" The 'smart' money may not be... Just before US Treasury bonds saw their best week of 2023 (with the last 3 days seeing yields crash at the fastest pace since the COVID lockdowns of March 2020), hedge funds decided to add to their TSY Futures shorts (to...
The Time To Audit The Fed Is Here
01.11.2023, 22:00 Uhr. ZeroHedge News - https: - The Time To Audit The Fed Is Here Authored by Jeffrey Tucker via The Epoch Times, This week, Sen. Rand Paul is pushing an amendment to a major spending bill that would finally do what should have been done decades ago. It should have been an annual undertaking for the past 100 years. He wants a thorough and external audit of the Fed, using prevailing...
"Biggest Blunder In The History Of The Treasury" - Druck Dunks On Yellen (& Her Husband Appears To Agree)
31.10.2023, 17:10 Uhr. ZeroHedge News - https: - "Biggest Blunder In The History Of The Treasury" - Druck Dunks On Yellen (& Her Husband Appears To Agree) Billionaire hedge fund manager Stanley Druckenmiller pulled no punches during a fireside chat with legendary trader Paul Tudor Jones at a recent Robin Hood Foundation event, slamming Treasury Secretary Janet Yellen. In his view, Yellen made the...
Year-End Stock Rally Rests On Liquidity & Earnings
31.10.2023, 14:24 Uhr. ZeroHedge News - https: - Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into year-end hinges on whether an expected strong upswing in earnings growth will be enough to counteract a weakening technical and liquidity backdrop. Information is surprise. This was a concept formulated by Claude Shannon...