Neueste Heute 24.04.2024 23.04.2024
The Next Global Hegemon Has To Be Even Larger Than The US
24.04.2024, 22:24 Uhr. ZeroHedge News - https: - The Next Global Hegemon Has To Be Even Larger Than The US By Michael Every of Rabobank "Where it will end is very much up for grabs." Yesterday’s manufacturing PMIs shouted “stagflation”, even if some heard “rate cuts”. German manufacturing was 42.2, French 44.9, and Eurozone 45.6, as services were 53.3, 50.5, and 52.9 - but Europe must now...
Workers Who Had Their Middle-Class Status Offshored By 40-Years Of Neoliberalism Are Finally Vindicated
18.04.2024, 19:05 Uhr. ZeroHedge News - https: - Workers Who Had Their Middle-Class Status Offshored By 40-Years Of Neoliberalism Are Finally Vindicated By Benjamin Picton of Rabobank An Eye For An Eye Treasury yields fell yesterday for the first time this week. The 2-year was down 5.5bps to 4.93%, while Brent crude gave up 3% to be sitting well below the $90/bbl again. Crude is sending some interesting...
The Purpose Of War According To George Orwell (1984)
18.04.2024, 00:01 Uhr. ZeroHedge News - https: - The Purpose Of War According To George Orwell (1984) Some food for thought from George Orwell's '1984'... Does anything really ever change? (emphasis ours) The primary aim of modern warfare is to use up the products of the machine without raising the general standard of living. Ever since the end of the nineteenth century, the problem of what to do...
This Unhappy Global Dynamic Will Lead Markets And Market Analysis For Years To Come
16.04.2024, 17:10 Uhr. ZeroHedge News - https: - This Unhappy Global Dynamic Will Lead Markets And Market Analysis For Years To Come By Michael Every of Rabobank Non Ducor, Duco Who/what leads and who/what is led? That’s the question you should be asking yourself again today - even as most in markets think what they are paid to look at leads all rather than accept that life has (changeable) hierarchies...
I Stand in Blackburn
16.04.2024, 07:40 Uhr. Craig Murray - https: - I shall be standing for election to Parliament as the member for Blackburn. This unexpected turn of events requires an honest declaration. 1) I am standing because of the Genocide in Gaza 2) I am standing because of the appalling pro-Genocide stance of the Labour Party and Keir Starmer’s continued support of arms exports to […] The post...
UK, France, Germany Join Biden's Call For Israel's Restraint While Russia Defends Iran's Strike As 'Self-Defense'
15.04.2024, 14:51 Uhr. ZeroHedge News - https: - UK, France, Germany Join Biden's Call For Israel's Restraint While Russia Defends Iran's Strike As 'Self-Defense' As Israel's war cabinet again meets Monday to debate how to respond to Iran's first-ever direct attack on Israel, intense international reaction continues, with leading European countries joining the Biden White House in urging restraint...
Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come
11.04.2024, 14:30 Uhr. ZeroHedge News - https: - Euro Extends Decline After ECB Holds Rates At Highs, Hints At Cuts To Come After yesterday's US CPI print - and the dramatic adjustment to market expectations of Fed policy action (timing and extent) - this morning's ECB was expected to be a nothing-burger with all eyes out for any confirmation that June is 'go-time' for Lagarde to cut (albeit a rare...
ECB Preview: No Surprises Today With All Eyes On June
11.04.2024, 13:50 Uhr. ZeroHedge News - https: - ECB Preview: No Surprises Today With All Eyes On June Summary: ECB policy announcement due Thursday 11th April; rate decision at 13:15BST/08:15EDT, press conference from 13:45BST/08:45EDT Focus will be on how/if policymakers guide markets towards future rate cuts Markets fully price a 25bps reduction in June with a total of 83bps of cuts seen by year-end...
Is There Some Deus ex Machina That Will Solve The Fed's Inflation Problem In Time For A June Rate Cut
08.04.2024, 16:40 Uhr. ZeroHedge News - https: - Is There Some Deus ex Machina That Will Solve The Fed's Inflation Problem In Time For A June Rate Cut By Benjamin Picton of Rabobank Faith, Not Work(er)s US non-farm payrolls, perhaps unsurprisingly, surprised on the upside. Employment growth in March was 303k, versus a consensus estimate of 214k and a revised February print of 270k. There was also...
Europe's South Takes The Lead
06.04.2024, 14:11 Uhr. ZeroHedge News - https: - Europe's South Takes The Lead By Maartje Wijffelaars, Senior Economist at Rabobank Brent crude oil extended its gains and broke through the 90 dollars a barrel threshold yesterday, for the first time since end-October last year. The commodity continues its ascend this morning and at the time of writing it’ll cost you 91.2 dollars to buy a barrel....
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...
What Will The Fed Do When Trump Wins And Slams China With 60% Tariffs
03.04.2024, 18:07 Uhr. ZeroHedge News - https: - What Will The Fed Do When Trump Wins And Slams China With 60% Tariffs By Michael Every of Rabobank Have you got the energy? Yesterday, Bloomberg noted ‘Fears of 5% Yields Are Back, Thanks to Oil’s Surge’. We are over a quarter into a year in which we were promised rapid, wall-to-wall rate cuts, but so far only the Swiss have proved punctual: now...
Canada Marks Most Rapid Population Growth In 66 Years
02.04.2024, 00:40 Uhr. ZeroHedge News - https: - Canada Marks Most Rapid Population Growth In 66 Years Thanks to an influx of immigrants in 2023, Canada has experienced its most rapid population growth in six decades, according to True North. As of January 1, 2024, the nation’s population reached a staggering 40,769,890, marking a 3.2% increase from the previous year, the highest annual growth reported...
"The US Economy Is Inverted": How The Flood Of Illegal Immigration Is Delaying The Official US Recession
01.04.2024, 00:06 Uhr. ZeroHedge News - https: - "The US Economy Is Inverted": How The Flood Of Illegal Immigration Is Delaying The Official US Recession By Dhaval Joshi, Chief Strategist at BCA Research Summary The US economy is highly unusually ‘inverted’. The constraint on the economy is not labor demand, it is labor supply. Hence, the US economy has highly unusually entered a labor demand...
"Capitalism Has Failed"
31.03.2024, 15:20 Uhr. ZeroHedge News - https: - "Capitalism Has Failed" Authored by Jeff Thomas via International Man, Today, more than at any time previously, Westerners are justifying a move toward collectivist thinking with the phrase, “Capitalism has failed.” In response to this, conservative thinkers offer a knee-jerk reaction that collectivism has also had a dismal record of performance...
Activist California Judge Tosses Musk's X Censorship Lawsuit Against Dark Money 'Anti-Hate' Group
26.03.2024, 20:52 Uhr. ZeroHedge News - https: - Activist California Judge Tosses Musk's X Censorship Lawsuit Against Dark Money 'Anti-Hate' Group A California judge has tossed out a lawsuit from social media platform X against the Center or Countering Digital Hate, contending that X is not entitled to seek restitution against the organization because third-party advertisers left the platform following...
Fly Me To The Moon, Jay... Let Me Trade Among The Stars... Let Me See What Stonks Are Like On Jupiter And Mars
21.03.2024, 15:25 Uhr. ZeroHedge News - https: - Fly Me To The Moon, Jay... Let Me Trade Among The Stars... Let Me See What Stonks Are Like On Jupiter And Mars By Michael Every of Rabobank Frank analysis, tunes, and quotes Please see our Fed-watcher Philip Marey’s take on the latest FOMC decision here for a thorough breakdown and forecast update. In a Frank summary, the FOMC came very close to implying...
Biden, Lenin, And Immigration Language: Gingrich
21.03.2024, 04:04 Uhr. ZeroHedge News - https: - Biden, Lenin, And Immigration Language: Gingrich Authored by Newt Gingrich via RealClear Wire, As an historian, it has been fascinating to watch the left try to impose new language to describe people in the country illegally. The left has gradually pushed accepted language away from “illegal aliens” (the term in law), to “illegal immigrants”...
Macron's Long Telegram
18.03.2024, 17:51 Uhr. ZeroHedge News - https: - Macron's Long Telegram By Benjamin Picton, Senior Macro Strategist at Rabobank The focus of markets last week was, quite rightly, on US inflation figures. US 2-year yields posted gains every day to close the week just over 25bps higher at 4.73%. The move was prodded along by stronger-than-expected US CPI on Tuesday, strong PPI on Thursday, and then...
Key Events This Week: Central Banks Galore Including A Historic Rate Hike By The BOJ
18.03.2024, 14:59 Uhr. ZeroHedge News - https: - Key Events This Week: Central Banks Galore Including A Historic Rate Hike By The BOJ According to DB's Jim Reid, "this could be a landmark week in markets as the last global holdout on negative rates looks set to be removed as the BoJ likely hikes rates from -0.1% tomorrow." That will likely overshadow the FOMC that concludes on Wednesday that will...
Zick Zack TikTok
15.03.2024, 15:31 Uhr. ZeroHedge News - https: - Zick Zack TikTok By Bas van Geffen of Rabobank In the original song, Rammstein sings about the passing of time, ‘Tick tack’, and fighting ageing with plastic surgery, ‘Zick zack’. However, with some new lyrics the key theme of the song perfectly encapsulates recent news. TikTok, time’s ticking. Snip, snip, the US government forces ByteDance...
The BOJ "Has Made Up Its Mind To Hike Rates" After Union Wage Negotations Lead To Surge In Pay
13.03.2024, 15:49 Uhr. ZeroHedge News - https: - The BOJ "Has Made Up Its Mind To Hike Rates" After Union Wage Negotations Lead To Surge In Pay After a decade of NIRP and unlimited bond buying to keep the Japanese bond market - and economy - from disintegrating, the BOJ may have no choice but to hike rates as soon as next week. The reason: inflation in "deflationary" Japan is now not only on par with...
The West's Reckoning?
09.03.2024, 13:00 Uhr. ZeroHedge News - https: - The West's Reckoning? Authored by Michael Brenner via ScheerPost.com, Western leaders are experiencing two stunning events: defeat in Ukraine, genocide in Palestine. The first is humiliating, the other shameful. Yet, they feel no humiliation or shame. Their actions show vividly that those sentiments are alien to them – unable to penetrate the entrenched...
USDJPY Plunges As Soaring Japanese Wage Growth Sparks Surge in BoJ Rate-Hike Odds
07.03.2024, 15:56 Uhr. ZeroHedge News - https: - USDJPY Plunges As Soaring Japanese Wage Growth Sparks Surge in BoJ Rate-Hike Odds There was notable weakness in Japanese stocks overnight after Japanese wage growth accelerated to the fastest clip since June. While the basic wage trend unchanged, overall wage growth was lifted by the special wage: According to monthly wage data released by the Ministry...
Labour MP Says "Millions Of White Men" 'Beat Or Murder' Women In The UK Every Week
29.02.2024, 09:30 Uhr. ZeroHedge News - https: - Labour MP Says "Millions Of White Men" 'Beat Or Murder' Women In The UK Every Week Authored by Paul Joseph Watson via Modernity.news, In response to a debate about Muslim ‘no-go areas’ in the UK, a Labour MP said there were “millions of white men” who “beat or murdered women this week”. Yes, really. Tory MP Paul Scully is being attacked...
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...
By Deliberately Derailing the Gaza Vote, UK Labour Party Leader Starmer Shames Democracy and Betrays Humanity
23.02.2024, 15:41 Uhr. Global Research - https: - … The post By Deliberately Derailing the Gaza Vote, UK Labour Party Leader Starmer Shames Democracy and Betrays Humanity appeared first on Global Research....
The Fed's "Solution" To The Mess It Created: It Will Tighten And Loosen At The Same Time
22.02.2024, 16:05 Uhr. ZeroHedge News - https: - The Fed's "Solution" To The Mess It Created: It Will Tighten And Loosen At The Same Time By Michael Every of Rabobank So, the Nvidia earnings came and went, with talk of the economy at an “AI tipping point”: it seems equity markets avoided one for now anyway. Before continuing on a purely financial front, allow me to share a few other headlines...
This Is A Cycle Of Illusion: You See What You Want To See
19.02.2024, 19:45 Uhr. ZeroHedge News - https: - This Is A Cycle Of Illusion: You See What You Want To See By Stefan Koopman, senior macro strategist at Rabobank We are living in a time of economic bewilderment. The pandemic has given us an unprecedented shock, but we have also seen a surprisingly swift recovery. Inflation has risen to the highest level in decades, but has been declining while unemployment...
EU Markets Not Immune From New World Disorder Of 'No Article V' Trump Office
16.02.2024, 17:44 Uhr. ZeroHedge News - https: - EU Markets Not Immune From New World Disorder Of 'No Article V' Trump Office By Teeuwe Mevissen, Senior Macro Strategist at Rabobank This week shocked European leaders from Helsinki to Brussels and back via Berlin to Warsaw without skipping any of the other European NATO member capitals in Europe. What happened? During one of Trump’s campaign rallies...
Have Markets Been Fooled By The Base Effect
14.02.2024, 15:53 Uhr. ZeroHedge News - https: - Have Markets Been Fooled By The Base Effect By Elwin de Groot, Head of Macro Strategy at Rabobank Have markets been fooled by the base effect? Have they been basing too much? One would almost think so, as the decline in the y/y rate in US CPI core inflation since the summer of 2023 seems to have largely informed market participants (alongside some...
Holding Patterns
13.02.2024, 20:05 Uhr. ZeroHedge News - https: - Holding Patterns By Jane Foley, Head of FX Strategy at Rabobank Right from the very first week of the year, Fed officials and other G10 central bankers have had reasonable success in pushing back against market expectations for early rate cuts. Following the blow-out January US labour report and candid remarks from Fed Chair Powell in the same week...
Putin-Interview: Warum redet keiner mit mir? – TE Wecker am 09 02 2024
09.02.2024, 11:27 Uhr. Der Nachrichtenspiegel - https: - Realsatire Heute: ++ Putin-Interview: Warum redet keiner mit mir? ++ NATO-Manöver ab Sonntag: Klappt der Transport? ++ Großbritanniens Labour kippt Klimaziele: kein Geld mehr ++ früherer Eintracht-Frankfurt- Boss wird ausfällig ++ Bergsteiger Messner: zu viele Bären ++ TE Energiewende-Wetterbericht ++ Webseite https://www.tichyseinblick.de Newsletter:...
British Countryside Is A "Racist And Colonial White Space", National Trust, RSPCA, & WWF Tell MPs
08.02.2024, 11:02 Uhr. ZeroHedge News - https: - British Countryside Is A "Racist And Colonial White Space", National Trust, RSPCA, & WWF Tell MPs Authored by Will Jones via DailySceptic.org, The British countryside is a “racist colonial” white space, a group of wildlife and countryside charities including the RSPCA, WWF and National Trust have claimed. The Telegraph has the story. Wildlife...
How Has The US Economy Remained So Resilient In The Face Of Much Higher Rates? Here Is The Answer
07.02.2024, 18:52 Uhr. ZeroHedge News - https: - How Has The US Economy Remained So Resilient In The Face Of Much Higher Rates? Here Is The Answer By Dhaval Joshi of BCA Research Summary: The markets have been celebrating the killing of inflation without the killing of the economy, but they have popped the champagne corks prematurely. Disinflation to date has been benign because it has come almost...
Mercantilism Is Coming Back Once Trump Is Re-Elected
06.02.2024, 17:10 Uhr. ZeroHedge News - https: - Mercantilism Is Coming Back Once Trump Is Re-Elected By Michael Every of Rabobank Do historical economic analysis or be history(?) Fed Chair Powell’s Sunday TV slot said a March rate cut was “Gone in Sixty Minutes”, hitting Treasuries on Monday, along with a hot ISM services PMI - but that wasn’t what grabbed my eye most. Rather, it was him...
How Will The Fed React To The Supply-Driven Inflation Shock In Goods
05.02.2024, 15:46 Uhr. ZeroHedge News - https: - How Will The Fed React To The Supply-Driven Inflation Shock In Goods By Benjamin Picton, Rabobank senior market strategist Double or Nothing? US non-farm payrolls put the final nail in the coffin of a March rate cut on Friday by printing at almost double the consensus estimate of economists surveyed by Bloomberg. Payrolls rose by 353,000 in January...
Done With Orban
03.02.2024, 14:48 Uhr. ZeroHedge News - https: - Done With Orban by Maartje Wijffelaars, Senior Economist at Rabobank As widely expected, the Bank of England kept its Bank rate unchanged yesterday, at 5.25%. Just like the US Fed did on Wednesday and the ECB last week. The main difference was, however, that in the UK the votes were not unanimous: two members voted in favour of a hike, one for a cut...
January Jobs Preview: Market Wants A Miss As It Raises Rate Cut Odds
02.02.2024, 04:50 Uhr. ZeroHedge News - https: - January Jobs Preview: Market Wants A Miss As It Raises Rate Cut Odds With the QRA, Fed and all megatech earnings now in the rearview mirror, the busiest week of the quarter comes to a merciful end tomorrow, but first we have to survive the January payrolls report. Here is what economists believe the report will show: Nonfarm payrolls are expected to...
International Students’ Lived Experiences in Canada. Exploitation in the Labour Market
01.02.2024, 17:44 Uhr. Global Research - https: - All Global Research articles can be read in 51 languages by activating the Translate Website button below the author’s name (only available in desktop version). To receive Global Research’s Daily Newsletter (selected articles), click here. Click the share button … The post International Students’ Lived Experiences in Canada. Exploitation...
FOMC Preview: No More Tightening Bias
31.01.2024, 05:05 Uhr. ZeroHedge News - https: - FOMC Preview: No More Tightening Bias While the market is split about the March - and subsequent - Fed meetings, tomoorrow's FOMC decision is clear: the Fed will keep rates unchanged at 5.25-5.50% while tweaking the statement further to signal the end of the tightening bias and tipping the balance towards futures rate cuts. And since there are no new...
Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, ISM And Earnings Galore
29.01.2024, 17:42 Uhr. ZeroHedge News - https: - Key Events This Extremely Busy Week: Fed, Treasury Refunding, Jobs, ISM And Earnings Galore As previewed last night, we are now entering the craziest week of the quarter for two reasons: i) over $10 trillion in market cap is reporting earnings and that represents just 5 tech companies (a total of 32% of the S&P is set to report by market cap). and ii)...
Britain Is on the Verge of a Big Global Comeback
27.01.2024, 14:43 Uhr. Foreign Policy - https: - What an election victory for Keir Starmer’s Labour could mean for his country’s international influence....
"Traitor": Argentina Paralyzed By Strikes As Thousands Protest Milei's "Shock Therapy"
27.01.2024, 00:40 Uhr. ZeroHedge News - https: - "Traitor": Argentina Paralyzed By Strikes As Thousands Protest Milei's "Shock Therapy" Javier Milei's honeymoon is over. Two months after libertarian firebrand Javier Milei was elected president of Latam basket case Argentina, pledging to overhaul the economy and openly warning a period of brutal austerity and pain is coming, the initial euphoria is...
Sticking The Landing?
26.01.2024, 22:02 Uhr. ZeroHedge News - https: - Sticking The Landing? By Bas van Geffen, Senior Macro Strategist at Rabobank US data further added to markets’ optimism that the Fed may be able to achieve a soft landing after all. Q4 GDP beat expectations by a wide margin. The 3.3% growth rate adds to the unexpected strength in the third quarter. Part of this upside surprise was driven by volatile...
ECB Preview: Guidance To Remain Intact, Collapse Pricing For April Rate Cut
25.01.2024, 13:42 Uhr. ZeroHedge News - https: - ECB Preview: Guidance To Remain Intact, Collapse Pricing For April Rate Cut The ECB policy announcement is due this morning at 13:15GMT/08:15EST, and Lagarde's press conference starts half an hour later, from 13:45GMT/08:45EST. Consensus and market pricing look for no changes to the ECB's three key rates, while focus will be on the extent of pushback...
Macleod On The Geopolitical Year-Ahead: BRICS, Gold, & Israel Gone Rogue
13.01.2024, 14:10 Uhr. ZeroHedge News - https: - Macleod On The Geopolitical Year-Ahead: BRICS, Gold, & Israel Gone Rogue Authored by Alasdair Macleod via GoldMoney.com, 2024 will see a quickening pace for geopolitical developments, with the influence of the US waning while that of China and Russia waxes. As a lost cause, the war in Ukraine will be abandoned by America and NATO in the next few months...
Key Events This Week: CPI, PPI And Q4 Earnings Season Starts
08.01.2024, 16:11 Uhr. ZeroHedge News - https: - Key Events This Week: CPI, PPI And Q4 Earnings Season Starts The week after payrolls is usually quieter for data but this week's orientation of the calendar means we have the US CPI print this Thursday as an exception to this rule. And while it's hard to look much beyond this over the next few days, before we preview it, review a payrolls report on...
Women's Rights Groups Protest UN Appointment Of Transgender Activist As "Women's Champion"
03.01.2024, 18:26 Uhr. ZeroHedge News - https: - Women's Rights Groups Protest UN Appointment Of Transgender Activist As "Women's Champion" Authored by Steve Watson via Modernity.news, The United Nations has appointed a transgender activist as a “women’s champion,” prompting women’s rights groups to express their “dismay and disappointment.” The Times reports “Seventeen women’s rights...