Neueste Heute 23.05.2024 22.05.2024
If CEOs Are Right, Things Can Only Get Better For US Earnings' But...
23.05.2024, 21:05 Uhr. ZeroHedge News - https: - If CEOs Are Right, Things Can Only Get Better For US Earnings' But... Authored by Simon White, Bloomberg macro strategist, After Nvidia’s earnings beat on Wednesday, rising CEO confidence points to a general increase in US earnings growth. How long it lasts, though, depends on how much more the economic cycle has left in the tank. You may have heard...
Red Or Blue, Rich Or Poor — Recessions Don't Care
23.05.2024, 15:27 Uhr. ZeroHedge News - https: - Red Or Blue, Rich Or Poor — Recessions Don't Care Authored by Simon White, Bloomberg macro strategist, Political affiliation and wealth, it’s speculated, are making a recession look more likely than it really is by introducing systematic bias into the economic data. But this is a distraction. For the data that matters most in gauging the likelihood...
Welcome To LaLa Land As Market Jettisons Tail Risks
16.05.2024, 14:13 Uhr. ZeroHedge News - https: - Welcome To LaLa Land As Market Jettisons Tail Risks By Simon White, Bloomberg Markets Live reporter and analyst The economy is signaling a more volatile, potentially recessionary period. Markets, however, aren’t paying attention. Not only are the twin tail risks of a downturn or resurgent inflation being ignored, but a near-impossible “immaculate...
'Good News Is Bad News' Is The Worst News For Stocks
14.05.2024, 18:40 Uhr. ZeroHedge News - https: - 'Good News Is Bad News' Is The Worst News For Stocks Authored by Simon White, Bloomberg macro strategist, We’re back in a “bad news is good news” regime for stocks, where weak economic data prompts higher prices. That’s typically a supportive backdrop for equities, but investors should be alert for when stocks fail to rally on good news as this...
"The US Economic Picture Appears To Be Softening"
10.05.2024, 16:20 Uhr. ZeroHedge News - https: - "The US Economic Picture Appears To Be Softening" By Rabobank The Bank of England left the Bank Rate unchanged at 5.25% yesterday, but the clear signal from the record of votes, and Governor Bailey, is that cuts aren’t far away. This time around the vote split 7-2 in favour of holding (previously 8-1), with arch-dove Dhingra being joined by former...
We Need To Talk About Recession Risk Again
09.05.2024, 18:02 Uhr. ZeroHedge News - https: - We Need To Talk About Recession Risk Again Authored by Simon White, Bloomberg macro strategist, It’s time once more to increase vigilance for a US recession. Soft, survey data is starting to deteriorate, while hard data is already fragile. Expectations of a downturn are currently low, but they could quickly swing higher. Stocks – which experience...
There Is Nothing Exceptional About US "Exceptionalism"
06.05.2024, 03:00 Uhr. ZeroHedge News - https: - There Is Nothing Exceptional About US "Exceptionalism" By Peter Tchir of Academy Securities On Friday, after the jobs report, we heard a lot of chatter about “Goldilocks.” While we wrote NFP – Great for Markets, we caveated that with – for now. Normally we would agree that there is a “transition” period from “everything is great,” to...
Futures Gain Boosted By Apple's Blowout Buyback, Dollar Drops Ahead Of Payrolls
03.05.2024, 16:55 Uhr. ZeroHedge News - https: - Futures Gain Boosted By Apple's Blowout Buyback, Dollar Drops Ahead Of Payrolls US stock futures pointed to further strength on Wall Street ahead of the April jobs report after solid earnings and a record buyback announcement from Apple As of 8:00am, S&P futures rise 0.3% while Nasdaq 100 contracts add 0.6% thanks to a 6% surge in Apple in premarket...
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...
More Stagflation Signals As Manufacturing Surveys Show Soaring Prices, Orders Tumble
01.05.2024, 16:10 Uhr. ZeroHedge News - https: - More Stagflation Signals As Manufacturing Surveys Show Soaring Prices, Orders Tumble While 'hard' data has been improving recently (albeit then downwardly revised a month later), it is the 'soft' survey data that has collapsed amid Bidenomics. Source: Bloomberg And this morning continued that trend as S&P Global's US Manufacturing PMI (survey) fell...
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...
Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, JOLTS, ISM And Tons Of Earnings
29.04.2024, 16:40 Uhr. ZeroHedge News - https: - Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, JOLTS, ISM And Tons Of Earnings As DB's Jim Reid notes, with just two days left in a rollercoaster April for markets - and FX - last week actually saw the best week for the S&P 500 (+2.67%) and NASDAQ (+4.23%) since November, following several weeks of declines, as earnings gave markets...