Neueste Heute 20.05.2024 19.05.2024
Over 80,000 Crypto Shorts Liquidated For Over $290 Million In 24 Hours As Ethereum Erupts
21.05.2024, 16:45 Uhr. ZeroHedge News - https: - Over 80,000 Crypto Shorts Liquidated For Over $290 Million In 24 Hours As Ethereum Erupts As the Bitcoin and Ethereum prices exploded toward new all-time highs, the recently piled-on shorts have suffered the brunt of the liquidations. In the last day alone, over $360 million was liquidated from the crypto market with the majority hitting short traders...
Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy
21.05.2024, 16:05 Uhr. ZeroHedge News - https: - Mainstream Finally Gets It... The AI Investment Play Isn't Tech, It's Energy Almost two months ago, we highlighted what we called at the time 'The Next AI Trade' - that in fact it is not the tech itself, but the electrical power required to run the tech that is the limiting factor on the growth of AI (and Data Center) expansion. These pages have been...
The Argument Against Michael Saylor
21.05.2024, 14:21 Uhr. ZeroHedge News - https: - The Argument Against Michael Saylor Submitted by QTR's Fringe Finance Today, with his permission, I’m happy to offer up the latest thoughts from my friend Anton Wahlman, whose takes I don’t always agree with — but are always worth considering. Anton is a brilliant analyst and has, many times in the past, help me see “blind spots” in analysis...
Futures Flat As Investors Wait For Nvidia Earnings; Ethereum Soars
21.05.2024, 14:06 Uhr. ZeroHedge News - https: - Futures Flat As Investors Wait For Nvidia Earnings; Ethereum Soars US futures are flat, reversing earlier losses, with European bourses and Asian markets all lower as the international risk-off tone carries over to the US pre-mkt, likely driven by a desire to see the NVDA print before determining near-term direction. Until then, markets are hunting...
Wall Street's Biggest Bear, Mike Wilson, Finally Capitulates
21.05.2024, 05:48 Uhr. ZeroHedge News - https: - Wall Street's Biggest Bear, Mike Wilson, Finally Capitulates Almost one thousand points higher and almost a year after he said to short the S&P at 3,900 in December 2022, Mike Wilson - who along with JPM's Marko Kolanovic was the most steadfast bear on Wall Street - has finally capitulated. Recall that last October, just around the time we and a handful...
Historic Trucking Rate Disparity Could Cripple Service In Late 2024
21.05.2024, 03:40 Uhr. ZeroHedge News - https: - Historic Trucking Rate Disparity Could Cripple Service In Late 2024 By Zach Strickland of FreightWaves Truckload contract rates continue to show strong elevation in relation to spot rates excluding estimated fuel costs above $1.20 a gallon. This historic spread — currently about 30% versus about 12% in 2019 — suggests there is an extraordinary amount...
Trade Protectionism In Renewables Could "Haunt" The Industry, Chinese Solar Execs Claim
21.05.2024, 01:21 Uhr. ZeroHedge News - https: - Trade Protectionism In Renewables Could "Haunt" The Industry, Chinese Solar Execs Claim Solar executives in China are railing the U.S. and Europe over trade protectionism, claiming that the West should instead “let the best technology win” in their respective markets. The Financial Times conducted an interview with Zhou Shijun, who leads global...
Maybe We're Closer To "You'll Own Nothing" Than We Realize
20.05.2024, 23:40 Uhr. ZeroHedge News - https: - Maybe We're Closer To "You'll Own Nothing" Than We Realize Authored by Charles Hugh Smith via OfTwoMinds blog, Maybe we should rephrase the slogan to "you'll appear to own things you don't actually control and be happy." The World Economic Forum's catchphrase you'll own nothing and be happy was widely mocked as an eyebrow-raising vision of a "sharing...
Welcome To 'Fugazy Land'
20.05.2024, 22:21 Uhr. ZeroHedge News - https: - Welcome To 'Fugazy Land' Authored by James Howard Kunstler via Kunstler.com, “The crisis of meaning only becomes a problem when society becomes resigned to it, accepts a condition of meaninglessness, and seeks to dispossess humanity from the insights and truths it learned through the ages.” - Frank Furedi Really, you must agree: just about anything...
Cryptos Soar On Ether ETF Hope As Downbeat Dimon Sends Gold To Record-er Highs
20.05.2024, 22:02 Uhr. ZeroHedge News - https: - Cryptos Soar On Ether ETF Hope As Downbeat Dimon Sends Gold To Record-er Highs A quite macro and micro day saw stocks start off strongly but fade after JPM CEO Jamie Dimon offered his now ubiquitous downbeat view of the foreseeable future. "I'm cautiously pessimistic. We have the most complicated geopolitical situation that most of us have seen since...
Jamie Dimon Is "Cautiously Pessimistic" As QT Uncertainty Supercharged By World War Threats
20.05.2024, 21:20 Uhr. ZeroHedge News - https: - Jamie Dimon Is "Cautiously Pessimistic" As QT Uncertainty Supercharged By World War Threats On Monday morning, investors flocked to JPMorgan's Manhattan campus to hear CEO Jamie Dimon rant about several critical topics. From regulation crushing the US economy to geopolitics, inflation, potential market swoons, and monetary policy, Dimon covered...
Grayscale CEO Michael Sonnenshein Steps Down Amid Relentless ETF Outflows
20.05.2024, 19:20 Uhr. ZeroHedge News - https: - Grayscale CEO Michael Sonnenshein Steps Down Amid Relentless ETF Outflows Michael Sonnenshein has stepped down from his role as the CEO of Grayscale Investments, the WSJ reported. “I would like to thank Barry Silbert for his vision and partnership and for entrusting me to lead Grayscale’s business. The crypto asset class is at an important inflection...
Spot Ether ETFs Will Come Down To A 5-Person Vote This Week: Gensler The Decider?
20.05.2024, 19:00 Uhr. ZeroHedge News - https: - Spot Ether ETFs Will Come Down To A 5-Person Vote This Week: Gensler The Decider? Authored by Brayden Lindrea via CoinTelegraph.com, The fate of spot Ether exchange-traded funds could be decided this week by a single vote from Gary Gensler, the chair of the United States Securities and Exchange Commission — if history is any indication. In January...
Rate Hawk Down
20.05.2024, 18:20 Uhr. ZeroHedge News - https: - Rate Hawk Down By Benjamin Picton, senior macro strategist at Rabobank Bonds sold off on Friday and the NASDAQ closed a smidgen lower. Both the S&P500 and the Dow Jones managed minor gains, with the Dow’s outperformance again suggesting that equities continue to trade on sensitivity to discount rates. Two-year yields rose 3bps on Friday while 10-year...
Iran Announces Interim President After Raisi's Helicopter "Hit A Mountain & Disintegrated"
20.05.2024, 16:22 Uhr. ZeroHedge News - https: - Iran Announces Interim President After Raisi's Helicopter "Hit A Mountain & Disintegrated" Following Tehran's early Monday confirmation of the deaths of Iranian President Ebrahim Raisi, 63, along with Foreign Minister Hossein Amir-Abdollahian, and other officials after their helicopter went down over mountainous terrain near the border with Azerbaijan...
Strategists See Best of 2024 in Rearview Mirror
20.05.2024, 16:01 Uhr. ZeroHedge News - https: - Strategists See Best of 2024 in Rearview Mirror By Michael Msika, Bloomberg Markets Live reporter and startegist The outlook for the economy and corporate profits may be improving, but that’s not enough to make strategists significantly more bullish for the rest of the year. That’s the takeaway from our monthly survey, which show European stocks...
Apple Cuts iPhone 15 Prices In China By 20% As Demand Wanes
20.05.2024, 15:40 Uhr. ZeroHedge News - https: - Apple Cuts iPhone 15 Prices In China By 20% As Demand Wanes Apple is offering steep iPhone discounts on several major e-commerce websites in mainland China to boost demand amid declining market share and waning interest as domestic brands make a strong comeback. The South China Morning Post reports that the top-of-the-line 256-gigabyte iPhone 15...
Key Events This Quiet Week: Nvidia Earnings, FOMC Minutes, And Tons Of Fed Speakers
20.05.2024, 15:10 Uhr. ZeroHedge News - https: - Key Events This Quiet Week: Nvidia Earnings, FOMC Minutes, And Tons Of Fed Speakers After last week's non-stop rollercoaster, it will be a quieter week ahead for global macro with perhaps the most interesting event of the week being Nvidia's earnings on Wednesday. The company always reports a couple of weeks after the main stretch of US earnings season...
Futures Rise, Commodities Soar After Iran's President Dies In Helicopter Crash
20.05.2024, 13:55 Uhr. ZeroHedge News - https: - Futures Rise, Commodities Soar After Iran's President Dies In Helicopter Crash Futures are higher across the board as investors shift their focus from macro to micro, following a rollercoaster week that saw stocks slide then reverse higher after a soggy CPI and retail sales print, to close at an all time high and the Dow above 40,000. AI is in focus...
Morgan Stanley On Japan In Rome
20.05.2024, 04:45 Uhr. ZeroHedge News - https: - Morgan Stanley On Japan In Rome By Seth Carpenter, Managing Director and Chief Global Economist at Morgan Stanley, and Matthew Hornbach, Global Head of Macro Strategy at Morgan Stanley Japan in Rome Last month at our annual Fixed Income CIO conference, one of the liveliest sessions was on Japan’s reflation. The BoJ ending negative rates and normalizing...
These Are The 10 US States With The Lowest Real GDP Growth
20.05.2024, 03:01 Uhr. ZeroHedge News - https: - These Are The 10 US States With The Lowest Real GDP Growth While the U.S. economy defied expectations in 2023, posting 2.5% in real GDP growth, several states lagged behind. Last year, oil-producing states led the pack in terms of real GDP growth across America, while the lowest growth was seen in states that were more sensitive to the impact of...
Too Narrowly Focused?
20.05.2024, 01:15 Uhr. ZeroHedge News - https: - Too Narrowly Focused? By Peter Tchir of Academy Securities Too Narrowly Focused? The Citi Economic Surprise Index continues to deteriorate (worst levels in a year). Bond yields have declined (the 10-year Treasury got to 4.31% on Thursday, basically the bottom of our 4.3% to 4.5% range, and crept higher the rest of the week). Bonds in part moved on economic...
Two New Swing State Polls Show Why Biden Is Desperate To Debate Trump
20.05.2024, 00:08 Uhr. ZeroHedge News - https: - Two New Swing State Polls Show Why Biden Is Desperate To Debate Trump Authored by Mike Shedlock via MishTalk.com, Trump Leads in 5 Key States, as Young and Nonwhite Voters Express Discontent With Biden according to Nate Cohn at the New York Times. A Surge in Discontent With Biden Please consider Trump Leads in 5 Key States by Nate Cohn. The surveys...
Michael Saylor On Bitcoin's Biggest Risk, Price Target, GameStop, ETFs And Inflation
19.05.2024, 18:16 Uhr. ZeroHedge News - https: - Michael Saylor On Bitcoin's Biggest Risk, Price Target, GameStop, ETFs And Inflation Submitted by QTR's Fringe Finance I was extraordinarily appreciative when executive chairman and co-founder of MicroStrategy Michael Saylor sat down with me this weekend for an exclusive interview. What’s inside this exclusive Fringe Finance interview with Michael...
After Sudden CEO Departure, Vanguard Taps Outsider From BlackRock
19.05.2024, 16:30 Uhr. ZeroHedge News - https: - After Sudden CEO Departure, Vanguard Taps Outsider From BlackRock After a jarringly sudden announcement of its CEO's retirement, investment giant Vanguard has tapped its first outsider to serve as the firm's fifth CEO. On July 8, Blackrock veteran Salim Ramji will take over, facing customer service challenges, uneasiness about whether an outsider will...
Iranian President Raisi's Helicopter Goes Down In Remote Area, Rescuers Trying To Reach Site
19.05.2024, 15:48 Uhr. ZeroHedge News - https: - Iranian President Raisi's Helicopter Goes Down In Remote Area, Rescuers Trying To Reach Site There are breaking reports that Iranian President Ebrahim Raisi has been in a helicopter crash in a remote northern area of the country and that rescuers are trying to reach him and his crew. State media is currently calling it a "hard landing" - suggesting...
Biden Administration Considering China First Aviation Policy
19.05.2024, 14:10 Uhr. ZeroHedge News - https: - Biden Administration Considering China First Aviation Policy Authored by Ned Ryun via RealClearPolicy, Despite all the controversy surrounding the Biden Administration’s bad economic, immigration and domestic policy, they’re wanting to go next level on their not-so-great-terrible-policies. Biden wants to put the interests of Chinese airlines before...
Nickel Prices Log Best Week In Over A Year As Riots In New Caledonia Spark Supply Concerns
18.05.2024, 22:55 Uhr. ZeroHedge News - https: - Nickel Prices Log Best Week In Over A Year As Riots In New Caledonia Spark Supply Concerns Nickel prices on the London Metal Exchange just had their best week in nearly a year and a half. The surge comes as social unrest rocks New Caledonia. A new report highlighted last week about surging demand for base metals driven by the clean energy push, as...
China Starts Housing Market Bailout
18.05.2024, 20:47 Uhr. GreatGameIndia - https: - China has initiated a housing market bailout amid significant economic challenges, including the collapse of major real estate developers, deflationary pressures, and social unrest, prompting increased easing efforts and policy solutions to stabilize the sector. We and many others said that this experiment was doomed and that all China was doing was...
When Ideological Bubbles Trump Economic Thinking
18.05.2024, 17:41 Uhr. ZeroHedge News - https: - When Ideological Bubbles Trump Economic Thinking Authored by Paul Mueller via The American Institute for Economic Research, Sometimes smart people make remarkably naïve or deeply problematic comments because their view of the world has been molded by narrow ideology, reinforced by significant consensus in their social circles. Recently Esther Duflo...
Not Just The US: Global Debt-To-GDP Ratios Are Skyrocketing
18.05.2024, 16:31 Uhr. ZeroHedge News - https: - Not Just The US: Global Debt-To-GDP Ratios Are Skyrocketing Via SchiffGold.com, The US national debt is so out of control that, ironically enough, even the Federal Reserve chair has expressed concern about the problem. And while America is among the top contributors, it isn’t just the US that’s spending money it doesn’t have: after briefly...
US Power Grid May Become Unreliable This Summer, Watchdog Warns
18.05.2024, 04:21 Uhr. ZeroHedge News - https: - US Power Grid May Become Unreliable This Summer, Watchdog Warns Authored by Naveen Athrappully via The Epoch Times, Parts of America could face difficulties in meeting electricity demand during the summer season, with renewable energy sources like wind and solar power posing a potential risk to reliable power supply, according to a report by the North...
China Unveils A Housing Market Bailout: Here's What's In It, And Why It Is Still Not Enough
18.05.2024, 02:41 Uhr. ZeroHedge News - https: - China Unveils A Housing Market Bailout: Here's What's In It, And Why It Is Still Not Enough More than four years ago, when China first launched its latest "deleveraging" campaign targeted at bursting the country's housing bubble in a controlled fashion, which coincidentally was the single largest asset for China's massive middle class, we - and many...
CBO Report Obscures Negative Impact Of 'Bidenomics': House Budget Committee Chairman
18.05.2024, 02:20 Uhr. ZeroHedge News - https: - CBO Report Obscures Negative Impact Of 'Bidenomics': House Budget Committee Chairman Authored by Indrajit Basu via The Epoch Times, The chairman of the House Budget Committee has cast doubt on a recent Congressional Budget Office (CBO) report, which he says glosses over the failures of President Joe Biden’s economic policies. The White House has said...
America's Dairy Cow Replacement Inventory Collapses To Two-Decade Low
18.05.2024, 00:41 Uhr. ZeroHedge News - https: - America's Dairy Cow Replacement Inventory Collapses To Two-Decade Low The nation's food supply chain remains under stress. We've been sounding the alarm on America's beef cattle supply dwindling to the lowest levels in over half a century. Now, Bloomberg reports that dairy farms are pivoting breeding programs toward beef-on-dairy hybrids, capitalizing...
Jeff Currie, The Copper Bull: "Most Compelling Trade I've Seen In My 30-Year Trading Career"
18.05.2024, 00:00 Uhr. ZeroHedge News - https: - Jeff Currie, The Copper Bull: "Most Compelling Trade I've Seen In My 30-Year Trading Career" Jeff Currie, who led commodities research at Goldman Sachs for nearly three decades and now serves as the chief strategy officer of the energy pathways team at Carlyle Group, appeared on Bloomberg's Odd Lots to discuss why copper is the best trade he has...
The Decay Of Everyday Life
17.05.2024, 23:03 Uhr. ZeroHedge News - https: - The Decay Of Everyday Life Authored by Charles Hugh Smith via OfTwoMinds blog, So where does this leave us? We're on our own. This month I've described what can be summarized as The Decay of Everyday Life: the erosion of the fundamental elements of everyday life: work, opportunity, social mobility, security and well-being, which includes civility...
US Banks Suffer $80BN Deposit Decline, Money Market Fund AUM Rise As Stocks Soar
17.05.2024, 22:42 Uhr. ZeroHedge News - https: - US Banks Suffer $80BN Deposit Decline, Money Market Fund AUM Rise As Stocks Soar For the fourth straight week, money market funds saw inflows (+$16.4BN), pushing back towards record highs above the $6 trillion level - the highest level in a month - after the seasonal tax-related dip... Source: Bloomberg Retail investors have piled into money funds since...
Dismal Data Sparks Dollar Dump - Everything Else Rips On Record Week
17.05.2024, 22:00 Uhr. ZeroHedge News - https: - Dismal Data Sparks Dollar Dump - Everything Else Rips On Record Week US Macro Surprise data declined for the sixth straight week... to its weakest since January 2023... Source: Bloomberg But that 'bad news' prompted a run to record highs for risky stocks... Source: Bloomberg As the market seems to be completely discounting the collapse in soft survey...
DTCC, Chainlink Complete Fund Tokenization Pilot With JPMorgan, Templeton And Other Financial Giants Participating
17.05.2024, 21:41 Uhr. ZeroHedge News - https: - DTCC, Chainlink Complete Fund Tokenization Pilot With JPMorgan, Templeton And Other Financial Giants Participating By Tom Mitchelhill of CoinTelegraph The world’s largest settlement system, the Depository Trust and Clearing Corporation (DTCC), and blockchain oracle Chainlink have wrapped up a pilot program with several major banking firms in the United...
Platinum Enters Its Second Year Of "Substantial" Deficit
17.05.2024, 19:06 Uhr. ZeroHedge News - https: - Platinum Enters Its Second Year Of "Substantial" Deficit Via SchiffGold.com, Platinum is entering its second year of substantial deficit, according to the Platinum Quarterly report from the World Platinum Investment Council (WPIC). Report authors labeled the Q1 deficit of 369k oz “significant” and predicted that the deficit will continue...
Chinese FX Outflows Soar To Highest Since 2015 Devaluation, Priming Next Bitcoin Surge
17.05.2024, 17:26 Uhr. ZeroHedge News - https: - Chinese FX Outflows Soar To Highest Since 2015 Devaluation, Priming Next Bitcoin Surge Last October, when we pointed out that China's FX outflows had just hit a whopping $75BN - the single biggest monthly outflow since the 2015 currency devaluation - we concluded that the "unfavorable interest rate spread between China and the US will "likely imply...
Is Buffett's Cash Hoard A Market Warning?
17.05.2024, 16:20 Uhr. ZeroHedge News - https: - Is Buffett's Cash Hoard A Market Warning? Authored by Lance Roberts via RealInvestmentAdvice.com, Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money. “One of the longest-running traditions in modern finance...
GameStop Crashes On Plan To Dump 45 Million Shares On Market
17.05.2024, 16:00 Uhr. ZeroHedge News - https: - GameStop Crashes On Plan To Dump 45 Million Shares On Market Sunday: pic.twitter.com/YgjVqtgcNS — Roaring Kitty ( TheRoaringKitty) May 13, 2024 Roaring Kitty's post on X unleashed a mega short squeeze in heavily shorted Gamestop and AMC Entertainment Holdings between Monday and Wednesday. On the first day of the mania, we pointed out, "You...
Is US Copper Sowing The Seeds Of Its Own Return To Earth?
17.05.2024, 14:49 Uhr. ZeroHedge News - https: - Is US Copper Sowing The Seeds Of Its Own Return To Earth? Authored by Simon White, Bloomberg macro strategist, Copper’s recent rally has been most pronounced in the US, taking the futures curve there into extreme backwardation. That typically precedes a supply response and lower prices. Nonetheless, the long-term bullish case for copper is intact...
PBOC Unveils $42 Billion Monetary Cannon To Boost Debt-Stricken Housing Market
17.05.2024, 13:46 Uhr. ZeroHedge News - https: - PBOC Unveils $42 Billion Monetary Cannon To Boost Debt-Stricken Housing Market China's struggling housing market is set to receive a boost from a new nationwide program funded by the People's Bank of China to address oversupplied conditions. As a critical driver of the domestic economy, the nation's housing market has been in a multi-year slump....
Out Of Control Inflation: It Now Takes At Least $177,798 For A Family Of 4 To Live Comfortably In The US
17.05.2024, 13:20 Uhr. ZeroHedge News - https: - Out Of Control Inflation: It Now Takes At Least $177,798 For A Family Of 4 To Live Comfortably In The US Authored by Michael Snyder via The Economic Collapse blog, I never imagined that we would ever see a time when it takes $177,798 for a family of four to live comfortably in the United States. Unfortunately, that day has arrived. Our leaders have...
Futures Flat In Quiet End To Torrid Week
17.05.2024, 12:53 Uhr. ZeroHedge News - https: - Futures Flat In Quiet End To Torrid Week US equity futures are flat to end a torrid week which saw all indexes hit a fresh all-time high while the terminally anachronistic Dow Jones briefly topped 40,000. Pre-market, MegaCap Tech are mixed: AMZN +20bp, MSFT +20bp, META -22bp, GOOGL -18bp. WMT is down 27bps pre-mkt, after its +7.0% rally post-earnings...
VW The Latest Automaker To Step Back From All-Electric Plans To Embrace Hybrids
17.05.2024, 11:45 Uhr. ZeroHedge News - https: - VW The Latest Automaker To Step Back From All-Electric Plans To Embrace Hybrids Not to be left behind by the rest of the industry, Volkswagen is the latest auto manufacturer to walk back its plans to go all-electric. The move should come as no surprise to Zero Hedge readers, as we have been writing non-stop about the industry's shift from BEVs back...
US Wars Are Making Türkiye's Relationship With The West Politically Untenable
17.05.2024, 08:01 Uhr. ZeroHedge News - https: - US Wars Are Making Türkiye's Relationship With The West Politically Untenable Authored by Conor Gallagher via NakedCapitalism.com, Turkish public opinion of the West dropped due to the Iraq War and has not recovered. There have been almost constant issues since, with both sides fanning the flames – the US with its arrogance and Turkish President...