Neueste Heute 18.04.2024 17.04.2024
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...
Deutschland und die Ukraine – Die Verlierer des Ukraine-Krieges
13.04.2024, 12:33 Uhr. >b's weblog - https: - Manchmal entschlüpfen der Tagesschau echte Wahrheiten: „Das Produktionsvolumen in der Metall- und Elektroindustrie liege heute etwa 15 Prozent unter dem Niveau vor der Corona-Krise. Grund dafür sei auch die “aktuelle Energiepolitik“, meldet das Regierungs-TV. So steht es in einem gemeinsamen Brief an die Bundesregierung vom Arbeitgeberverband...
In Latest Humiliation For Biden Admin, Russian Oil Is Trading Above The G7 Price Cap Everywhere
12.04.2024, 04:31 Uhr. ZeroHedge News - https: - In Latest Humiliation For Biden Admin, Russian Oil Is Trading Above The G7 Price Cap Everywhere Back in late 2022, when "Western democracies" bombastically unveiled theatrical sanctions against Putin, capping the price at which imports of Russian oil were permitted to no higher than $60, we said that this was one of the biggest farces in modern history...
Israel Pulls Troop Division From Gaza, Re-Enters Truce Talks, Cooling Geopolitical Pressure
08.04.2024, 17:40 Uhr. ZeroHedge News - https: - Israel Pulls Troop Division From Gaza, Re-Enters Truce Talks, Cooling Geopolitical Pressure Israel's military has confirmed that for the first time it is actually pulling troops from southern Gaza instead of adding them. Specifically ground forces are being withdrawn from Khan Younis following months of intense fighting which has destroyed much of the...
Bitcoin Futures Markets Signal 'Prime Buying' Opportunity Soon
04.04.2024, 18:01 Uhr. ZeroHedge News - https: - Bitcoin Futures Markets Signal 'Prime Buying' Opportunity Soon Authored by Martin Young via CoinTelegraph.com, Bitcoin futures funding rates - periodic payments made between short and long traders - may be signaling a potential price correction for Bitcoin in the future, which could present “prime buying opportunities," according to market analysts...
VDH: Guilty! ...But Not Really Guilty?
20.03.2024, 21:20 Uhr. ZeroHedge News - https: - VDH: Guilty! ...But Not Really Guilty? Authored by Victor Davis Hanson via victorhanson.com, In 2011, then Homeland Security Advisor to President Obama, John Brennan, swore before Congress that drone-targeted assassination missions near the Pakistani border had not led to “a single collateral death.” That was an obvious lie with grave consequences...
Futures Rise To New Record High Ahead Of Data Deluge
14.03.2024, 13:21 Uhr. ZeroHedge News - https: - Futures Rise To New Record High Ahead Of Data Deluge Another day, another all time high on deck. US equity futures are higher ahead of today’s PPI / Retail sales data, which we expect to be a big miss to expectations based on real-time card spending data. As of 8:00am, S&P futures were 0.3% higher trading around 5,250 while Nasdaq futures gained 0...
Neue deutsche Streiklust
14.03.2024, 12:15 Uhr. uncut-news.ch - https: - Steigende Löhne? Geld ist in jeder Menge machbar. Früher war alles besser. In meiner Erinnerung war Streik vor vierzig, fünfzig Jahren noch etwas, was Arbeitgeber und Arbeitnehmer zu vermeiden suchten. Das alljährliche Ritual begann damit, dass eine Gewerkschaft aus dem DGB, oft die IG Metall, in einem ihrer Tarifgebiete, oft in Bayern oder...
Nikkei Plunges As Yen Soars Ahead Of BOJ Policy Change
11.03.2024, 15:11 Uhr. ZeroHedge News - https: - Nikkei Plunges As Yen Soars Ahead Of BOJ Policy Change In the past several months, we had been shocked by how much digital ink was spilled to praise Japan's "stock market revival", which according to very serious economists was based on strong fundamentals and was justified by the economy (which recently slumped into recession)... ... when in reality...
Watch-Dealer In Philly Rebuts 'Russian Oligarch' Label By Fake News Media After Buying Trump Sneakers
21.02.2024, 01:21 Uhr. ZeroHedge News - https: - Watch-Dealer In Philly Rebuts 'Russian Oligarch' Label By Fake News Media After Buying Trump Sneakers Legacy media, resembling a pack of demented wolves, quickly labeled an American immigrant from Ukraine, who had served in the US military, as a 'Russian oligarch' following his purchase of $9,000 "Never Surrender" sneakers signed by former President...
Rising Equity Valuations Are Helping To Avert A Credit Downturn, But...
20.02.2024, 14:45 Uhr. ZeroHedge News - https: - Rising Equity Valuations Are Helping To Avert A Credit Downturn, But... Authored by Simon White, Bloomberg macro strategist, The rise in valuations driving the stock rally points to further narrowing in investment-grade credit spreads. Credit looked markedly worse in 2023, with a downturn this year looking like a sure-fire bet. But conditions in credit...
Watch Live: Matt Taibbi Refutes Lesley Stahl's Infamous Trump Surveillance 'Eye-Roll'
16.02.2024, 21:49 Uhr. ZeroHedge News - https: - Watch Live: Matt Taibbi Refutes Lesley Stahl's Infamous Trump Surveillance 'Eye-Roll' Authored by Matt Taibbi via Racket News, The flagship CBS news show still hasn't corrected its infamous eye-roll over surveillance of Donald Trump's 2016 campaign. The documents you need to answer this, including a Chris Christie cameo On their YouTube page, 60 Minutes still...
Waste Of The Day: Despite Targeted Funding, California Prisons Didn’t Fix Disciplinary Process
14.02.2024, 03:40 Uhr. ZeroHedge News - https: - Waste Of The Day: Despite Targeted Funding, California Prisons Didn’t Fix Disciplinary Process Authored by Adam Andrzejewski via RealClear Wire, Topline: California’s prison system received $34 million to institute reforms related to staff misconduct allegations. Although new rules were put forward, the process never changed because prison staffers...
Crowd Sets Waymo Driverless Car Ablaze In Lawless San Francisco
12.02.2024, 14:22 Uhr. ZeroHedge News - https: - Crowd Sets Waymo Driverless Car Ablaze In Lawless San Francisco A Waymo self-driving car was targeted and deliberately set ablaze by a group of people in San Francisco's Chinatown on Saturday evening. This incident is part of a rising trend of hostility towards autonomous vehicles, highlighted by an individual late last year on X: "The AI crusades...
Alcohol Sales Halted After Drunk Chaos Erupts At WM Phoenix Open
11.02.2024, 19:25 Uhr. ZeroHedge News - https: - Alcohol Sales Halted After Drunk Chaos Erupts At WM Phoenix Open The Waste Management Open in Phoenix is well-known for being one of the biggest parties in the golf world. However, even this event has limits, as fans quickly found out on Saturday afternoon when tournament organizers suspended alcohol sales. "On Saturday at the WM Phoenix Open, I...
The 5 Global Powers That Vie To Crush Each Other And Their Subjects
07.02.2024, 05:52 Uhr. ZeroHedge News - https: - The 5 Global Powers That Vie To Crush Each Other And Their Subjects Authored by Patricia Adams and Lawrence Solomon via The Epoch Times (emphasis ours), In the 1930s, the world had three powers that aspired to dominate the world: the communists of the Soviet Union under Stalin, who sought a worldwide proletariat revolution that redistributed wealth...
Futures Dip As Megacap Earnings Begin: Microsoft And Alphabet On Deck
30.01.2024, 14:32 Uhr. ZeroHedge News - https: - Futures Dip As Megacap Earnings Begin: Microsoft And Alphabet On Deck After yesterday's late day meltup, sparked by an overly optimistic forecast of Treasury supply, which sent stocks to a new all time high, US equity futures drifted lower in a tight range as investors looked ahead to the flood of tech earnings (Alphabet and Microsoft are due after...
Goldman Trading Desk: "Theme Of The Week Was An Increased Appetite For Equities Ex Mega Cap Tech"
28.01.2024, 21:45 Uhr. ZeroHedge News - https: - Goldman Trading Desk: "Theme Of The Week Was An Increased Appetite For Equities Ex Mega Cap Tech" According to the most comprehensive recap of relevant recent market flows, last week hedge funds were subdued with buying driven almost entirely by short covers in Macro Products while flow in Single Stocks ended flat, as trading activities pointed to increased...
Chicago Public Schools: Hundreds Of New Sexual Abuse Allegations Should Get All The Attention
17.01.2024, 03:00 Uhr. ZeroHedge News - https: - Chicago Public Schools: Hundreds Of New Sexual Abuse Allegations Should Get All The Attention By Ted Dabrowski and John Klingner of Wirepoints A glance at the news coverage of the recent Inspector General report on financial and sexual misconduct at Chicago Public Schools shows it’s the fiscal mismanagement that’s getting all the attention. The...
US Didn't Track Over $1 Billion In Arms To Ukraine, Inspector General Says
12.01.2024, 21:45 Uhr. ZeroHedge News - https: - US Didn't Track Over $1 Billion In Arms To Ukraine, Inspector General Says Authored by Dave DeCamp via AntiWar.com, More than $1 billion in weapons that were shipped to Ukraine have not been properly tracked by the Pentagon, a report from the Defense Department’s inspector general has found. The report examined $1.699 billion in weapons sent to...
Massive Explosion At Fort Worth Hotel Leaves 11 Injured
09.01.2024, 00:42 Uhr. ZeroHedge News - https: - Massive Explosion At Fort Worth Hotel Leaves 11 Injured At least 11 people were injured after a suspected natural gas explosion that blew out at least two floors of a 20-story high-rise hotel in downtown Fort Worth on Monday afternoon. 🚨#UPDATE: The ATF says the explosion at the Sandman Signature Hotel in Fort Worth, Texas was caused by natural gas...
Global Bonds & Stocks Suffer Biggest Rout To Start A Year Since 1999
03.01.2024, 22:05 Uhr. ZeroHedge News - https: - Global Bonds & Stocks Suffer Biggest Rout To Start A Year Since 1999 2024's tumble in stocks and bonds was the biggest global rout to start the year since 1999 (and yesterday was the biggest daily drop in global capitalization since Dec 2022)... And while stocks and bonds tanked, the dollar soared... Source: Bloomberg The dollar has not fallen at the...
US Futures, Treasuries Extend Selloff As Oil Jumps Ahead Of Fed Minutes
03.01.2024, 14:22 Uhr. ZeroHedge News - https: - US Futures, Treasuries Extend Selloff As Oil Jumps Ahead Of Fed Minutes The risk off tone that has dominated the 2024 mood so far extended into a second session, and this time in addition to selling in both stocks and bonds, we are seeing crypto join the fray (the reason being attributed to this tweet). US equity futures and global market are experiencing...
Beim “NIE WIEDER!”-Versprechen immer wieder: Widerstand totlügen, Kollektivschuld predigen, Kapital- & Krieg verbrechen
31.12.2023, 13:21 Uhr. barth-engelbart.de - barth-engelbart.de - vor 8 Jahren geschrieben & brandaktuell geblieben Am “Nordatlantikwall” wurden unter dem Kommando des “Quartiermeisters” Oberst i.G. Paul Gaethgens 20.000 sowjetische Kriegsgefangene im SS-Programm “Vernichtung durch Arbeit” beim Bau des Atlantikwalles ermordet. 5.000 der 20.000 konnten bis 1944 über”leben”. Paul Gaethgens ließ...
Futures Flat On Last Trading Day Of 2023 As All Time High Beckons
29.12.2023, 14:25 Uhr. ZeroHedge News - https: - Futures Flat On Last Trading Day Of 2023 As All Time High Beckons US futures once again flirted between gains and losses on the last trading day of the year, but with the all time high in the S&P just 0.3% away, it is virtually guaranteed that the script calls for a new all time high to close out 2023 because that's how centrally-planned markets work...
Crude Oil, 'Crap Stocks', & Credit Soar Amid Hedge Fund Carnage Ahead Of "Largest OpEx In History"
14.12.2023, 22:01 Uhr. ZeroHedge News - https: - Crude Oil, 'Crap Stocks', & Credit Soar Amid Hedge Fund Carnage Ahead Of "Largest OpEx In History" Where to start... US Macro is surging The S&P is incredibly overbought Hedge Fund bloodbath accelerates Massive (Record) OpEx tomorrow 160bps of rate-cuts now priced in for 2024 Financial Conditions "loosest" since June 2022 The rest is more of the same...
The Fed Is Far More Reluctant To Trigger A Recession During An Election Year
14.12.2023, 19:25 Uhr. ZeroHedge News - https: - The Fed Is Far More Reluctant To Trigger A Recession During An Election Year By Peter Tchir of Academy Securities Unthinking The Fed There has been a lot to process since 2 pm yesterday. First the dots and then the press conference. I wanted to title this morning’s piece, Re-Thinking the Fed, but unthinking seems more appropriate. Thinking hasn’t...
"No Warnings, No Strikes": David Sacks' All-In Fan Account Banned On Instagram
12.12.2023, 15:16 Uhr. ZeroHedge News - https: - "No Warnings, No Strikes": David Sacks' All-In Fan Account Banned On Instagram The fan account of the 'All-In' podcast, featuring Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg, was banned from Meta's Instagram on Monday for allegedly violating "Community Guidelines." "Our All-in fan account just got banned on Instagram. 😭...
Sue The Bastards: Taibbi's Take On Federalist, Daily Wire Vs. The US State Department
07.12.2023, 13:20 Uhr. ZeroHedge News - https: - Sue The Bastards: Taibbi's Take On Federalist, Daily Wire Vs. The US State Department Authored by Matt Taibbi via Racket News, In late October, the liberal anti-establishment investigative site Consortium News filed a historic suit against the United States of America and Newsguard Industries, describing a state-funded effort to label, defame, and stigmatize...
Gold Spikes To Record High Over $2,130, Bitcoin Soars Above $40,000 As Market Calls Powell's Bluff
04.12.2023, 01:27 Uhr. ZeroHedge News - https: - Gold Spikes To Record High Over $2,130, Bitcoin Soars Above $40,000 As Market Calls Powell's Bluff On Friday, shortly after Powell failed to hammer the hawkish case in his "fireside" chat with stocks eager to take out 2023 highs, we said that Powell has a big problem on his hands not so much because if the market was indeed correct about imminent easing...
It Seems Like Silly Season Is Here For Markets, But Things Are Likely To Get Even Sillier
03.12.2023, 19:01 Uhr. ZeroHedge News - https: - It Seems Like Silly Season Is Here For Markets, But Things Are Likely To Get Even Sillier By Peter Tchir of Academy Securities It’s 4:20. Do You Know Where Your Yields Are? It isn’t quite as haunting as “It’s 10pm. Do You Know Where Your Children Are?” but it’s a pretty important question for market participants! For most of Friday morning...
"A November To Remember": The Best And Worst Performing Assets In November And YTD
01.12.2023, 18:41 Uhr. ZeroHedge News - https: - "A November To Remember": The Best And Worst Performing Assets In November And YTD With December starting off strong, largely thanks to what the market is interpreting as dovish comments from Fed Chair Powell at his fireside chat, it is November that was truly a memorable month; in fact thanks to the biggest easing in financial conditions in history...
We Didn't Learn A Whole Lot Last Week
26.11.2023, 22:21 Uhr. ZeroHedge News - https: - We Didn't Learn A Whole Lot Last Week By Peter Tchir of Academy Securities We Didn’t Learn a Whole Lot Last Week Data was mixed. Unemployment claims were lower (a sign of strength), durable goods were weak, and Global PMIs were just above 50 (Goldilocks economy). While I don’t pay much attention to CONsumer CONfidence, it is interesting that one-year...
B IG – B I G – T R A I N / R E F L E C T O R S – O F – L I G H T
25.11.2023, 00:19 Uhr. Der Nachrichtenspiegel - https: - Musik Have a Happy Thanksgiving! Enjoy! All for one and One For The Vine!~Sebastian ...
Futures Flat After OpenAI "Train Wreck" As Markets Brace For Nvidia Earnings
20.11.2023, 14:45 Uhr. ZeroHedge News - https: - Futures Flat After OpenAI "Train Wreck" As Markets Brace For Nvidia Earnings US stock futures erased earlier losses to trade flat as Microsoft gained 2% in premarket trading, sending it to a new all time high, after it said Sam Altman will lead the software developer’s new in-house artificial intelligence team. The OpenAI co-founder was ousted from...
Futures Extend Blowout Rally With Nvidia Rallying For Record 11th Day But Retail Sales Can Spoil The Party
15.11.2023, 14:18 Uhr. ZeroHedge News - https: - Futures Extend Blowout Rally With Nvidia Rallying For Record 11th Day But Retail Sales Can Spoil The Party Wall Street looks set to add to Tuesday’s blistering post-CPI rally as futures gained and world stocks surged. As of 7:50am, S&P 500 contracts are up 0.4% reaching a new 2-month high after the index ended Tuesday with its biggest advance since...
US Futures Drop, Europe Gains Ahead Of Key CPI Data
13.11.2023, 14:15 Uhr. ZeroHedge News - https: - US Futures Drop, Europe Gains Ahead Of Key CPI Data After last week's torrid rally, and following gains on 9 out of the past 10 days, US stocks are set for a lower open as traders turn cautious ahead of key U.S. CPI data later this week which will give cues on what the Fed could do next, while investors also assessed the risk of a government shutdown...
Morgan Stanley's 2024 Outlook: Slowing Economy, Policy Easing And Challenging Set-Up For Markets
13.11.2023, 01:56 Uhr. ZeroHedge News - https: - Morgan Stanley's 2024 Outlook: Slowing Economy, Policy Easing And Challenging Set-Up For Markets By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley Later today, we will publish our year-ahead outlook. Personally, it is a milestone – it is the 20th year that I have had the privilege of being part of this annual crystal...
The "Safety" Dance
12.11.2023, 20:01 Uhr. ZeroHedge News - https: - The "Safety" Dance By Peter Tchir of Academy Securities On Wednesday, November 8th, Academy Asset Management (an affiliate of Academy Securities) celebrated the VETZ Veteran Impact ETF and Veterans Day at the New York Stock Exchange by ringing the closing bell. Safety was a big topic of conversation last week, and was highlighted during the geopolitical...
"Too Favored To Fail" - Taxpayers Bailout Biden's Green Friends
08.11.2023, 15:17 Uhr. ZeroHedge News - https: - "Too Favored To Fail" - Taxpayers Bailout Biden's Green Friends Authored by Larry Behrens via RealClear Wire, While America struggles to buy groceries, President Joe Biden has a green slush fund worth billions of dollars, and he’s not afraid to use it. Recent revelations uncovered that the CEO and lobbyists of Rivian, an electric vehicle manufacturer...
US Futures End Six-Day Winning Streak As Fed Speakers Dampen Hopes Of Rate Cuts
07.11.2023, 14:13 Uhr. ZeroHedge News - https: - US Futures End Six-Day Winning Streak As Fed Speakers Dampen Hopes Of Rate Cuts US stocks were set to snap a six-day rally on Tuesday as traders reassessed expectations of Fed interest-rate policy after hawkish comments Monday by Minneapolis Fed President Neel Kashkari dampened hopes of speedy interest rate cuts from the US central bank. Kashkari...
What A Fire!
05.11.2023, 20:32 Uhr. ZeroHedge News - https: - What A Fire! By Peter Tchir of Academy Securities Last week we wrote the “We Didn’t Start the Fire” remake. It was meant to be a quick (and hopefully mildly entertaining) way to highlight just how many things are affecting markets and the global economy (geopolitically, internationally, and domestically). The list of issues facing us is long,...
"Perfect Number" - Stocks & Bonds Soar After "Universally Weak" Payrolls Data, Dollar Dumps
03.11.2023, 14:33 Uhr. ZeroHedge News - https: - "Perfect Number" - Stocks & Bonds Soar After "Universally Weak" Payrolls Data, Dollar Dumps Weak jobs growth and easing wage growth - just the kind of 'bad' news that markets love, and sure enough stocks and bonds are soaring as the dollar dives on dovishly-diving rate-change expectations. As Capital Economics points out: “The strongest argument for...
Futures Slide, Yields Rise As Tech Giants Report Mixed Results
25.10.2023, 14:15 Uhr. ZeroHedge News - https: - Futures Slide, Yields Rise As Tech Giants Report Mixed Results US equity futures are sliding - but off the lows of the session- setting up Wall Street for a lower open, with underperformance driven by Alphabet, whose shares have tumbled premarket after its cloud unit revenue disappointed. As of 8:00am ET, S&P futures were down -0.3% while Nasdaq futs...
D.C. Has Done The Fed's Job For Them
19.10.2023, 15:05 Uhr. ZeroHedge News - https: - D.C. Has Done The Fed's Job For Them By Peter Tchir of Academy Securities D.C Has Done the Fed’s Job For Them (for better or worse) We have finally heard a lot about real rates and are even starting to see more stories about how higher yields are really punishing small and mid-size companies (Sept. 13 – The Real Story is Real Yields). As discussed...
Futures Slide As 10Y Yields On Verge Of Tagging 5% Ahead Of Powell Speech
19.10.2023, 14:19 Uhr. ZeroHedge News - https: - Futures Slide As 10Y Yields On Verge Of Tagging 5% Ahead Of Powell Speech Futures dropped and global markets slumped again after treasury yields continued their relentless march higher (until something breaks), draining appetite for stocks as traders tracked earnings news and an intensifying diplomatic push to contain the Israel-Hamas war. Yields...
VIX Is Primed To Surge Higher As Credit Cycle Turns
17.10.2023, 15:26 Uhr. ZeroHedge News - https: - VIX Is Primed To Surge Higher As Credit Cycle Turns Authored by Simon White, Bloomberg macro strategist, The rising wall of corporate loans and debt to be refinanced will increasingly stress company balance sheets, leading to a secular rise in equity volatility. Tensions in the Middle East are adding uncertainty to the outlook. What does that mean for...
Futures Jump To Highs After Solid Bank Earnings As Gold, Treasuries Soar On Imminent Gaza Invasion
13.10.2023, 15:11 Uhr. ZeroHedge News - https: - Futures Jump To Highs After Solid Bank Earnings As Gold, Treasuries Soar On Imminent Gaza Invasion US equity futures reverased earlier losses, thanks to solid results from JPM and Citi... ... while treasuries rallied with 10Y yields tumbling more than 10 basis point to session lows below 4.59% and paring almost all of Thursday’s sharp rise in the...
Nervous Futures Erase Early Losses With All Eyes On Yields
05.10.2023, 14:19 Uhr. ZeroHedge News - https: - Nervous Futures Erase Early Losses With All Eyes On Yields US equity futures were flat on Thursday, reversing earlier modest losses, with Asia and Europe both solidly in the green after days of losses as global markets steadied thanks to bonds halting their rout as investors looked ahead to more weak labor market data tomorrow. As of 7:45am, S&P 500...