Neueste Heute 03.05.2024 02.05.2024
Americans Continue To Name Inflation As Top Financial Problem: Gallup
03.05.2024, 23:03 Uhr. ZeroHedge News - https: - Americans Continue To Name Inflation As Top Financial Problem: Gallup By Jeffrey Jones at Gallup For the third year in a row, the percentage of Americans naming inflation or the high cost of living as the most important financial problem facing their family has reached a new high. The 41% naming the issue this year is up slightly from 35% a year ago...
Japan's Warning For America
02.05.2024, 05:06 Uhr. ZeroHedge News - https: - Japan's Warning For America Authored by Michael Wilkerson via The Epoch Times, Last week, Japan saw its currency, the yen, rapidly depreciate against the U.S. dollar and other world currencies to near record low levels. This drew the attention of financial markets and other observers, and—in some quarters—led to panic. There was concern that Japan...
Eurozone Exits Recession
01.05.2024, 09:30 Uhr. ZeroHedge News - https: - Eurozone Exits Recession By Maartje Wijffelaars and Elwin de Groot of Rabobank Eurozone leaves recessionary territory The Eurozone economy grew by 0.3% q/q at the start of the year, exceeding expectations. Growth follows two quarters in which the economy mildly contracted. Among the largest member states, Spain again took the lead, growing by a stunning...
Want To Know What Is Really Going On In Biden's Economy, Read This
30.04.2024, 20:25 Uhr. ZeroHedge News - https: - Want To Know What Is Really Going On In Biden's Economy, Read This One can listen to, and believe, the government's lies about the miraculous growth of the economy and the stellar job that Bidenomics is doing... or one can listen to the truth straight from the countless small companies that make up the economy. We prefer the latter, which is why we...
"On The Verge Of Panic" - Dallas Fed Services Survey Suffers Longest Slump Since 'Lehman'
30.04.2024, 17:21 Uhr. ZeroHedge News - https: - "On The Verge Of Panic" - Dallas Fed Services Survey Suffers Longest Slump Since 'Lehman' It has been a terrible day for 'soft' survey data... Source: Bloomberg And it was just capped off by a big drop in Dallas Fed's Services survey (which compliments yesterday's Dallas Fed Manufacturing meltdown). The headline print dropped from -5.5 to -10.6. That...
Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut
30.04.2024, 16:15 Uhr. ZeroHedge News - https: - Don't Buy Rate-Hike Hype, Next Fed Move Is A Cut Authored by Simon White, Bloomberg macro strategist, The Federal Reserve’s next move this year is likely to be a rate cut - despite the re-emergence of inflation - leaving markets at risk of a dovish repricing. When it comes to the Fed, it’s easy to get hung up on what they should do, and neglect...
Rabobank: Biden's Dire Rating On His Handling Of The Economy Is Remarkable
29.04.2024, 17:41 Uhr. ZeroHedge News - https: - Rabobank: Biden's Dire Rating On His Handling Of The Economy Is Remarkable By Benjamin Picton, senior strategist at Rabobank The S Word Last week the data caught up with the public mood. Annualized US GDP for Q1 was +1.6%, well below the 2.5% consensus estimate and even below the most pessimistic estimate of +1.7% in the Bloomberg survey. Meanwhile...
Retail Sales Data Suggests A Strong Consumer Or Does It
26.04.2024, 17:10 Uhr. ZeroHedge News - https: - Retail Sales Data Suggests A Strong Consumer Or Does It Authored by Lance Roberts via RealInvestmentAdvice.com, The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year. To wit: “It has been two years since forecasters felt this good about the economic outlook...
Why Is A Sensible Immigration Policy Discussion So Hard
25.04.2024, 21:45 Uhr. ZeroHedge News - https: - Why Is A Sensible Immigration Policy Discussion So Hard By Mish Shedlock of MishTalk Why is the choice between shutting down the border and no controls at all? And what about demographics? Fertility rates? Immigration Talks We Should Be Having Eurointelligence discusses the Immigration Talks We Should Be Having. The ideas also apply to the US. Last...
Wall Street Reacts To Today's Stagflationary Data Dump
25.04.2024, 16:08 Uhr. ZeroHedge News - https: - Wall Street Reacts To Today's Stagflationary Data Dump After today's stagflationary GDP print, which came below the lowest Wall Street estimate even as core PCE came in above the highest estimate... ... there has been an outcry of horror from Wall Street's traders, analysts and strategists as the BEA once again steamrolled all over Wall Street's benevolent...
This "Emperor" Has No Clothes
25.04.2024, 15:35 Uhr. ZeroHedge News - https: - This "Emperor" Has No Clothes Authored by James Rickards via DailyReckoning.com, Does the Fed even matter that much to the real economy and investor portfolios? That’s an important question that doesn’t get nearly enough scrutiny. It’s possible that neither the Fed nor the reporters who cover the Fed want to ask hard questions about what the Fed...
Stagflation Shock: GDP Stuns With Lowest Print In 2 Years, Below Lowest Estimates, As PCE Comes In Red Hot
25.04.2024, 14:51 Uhr. ZeroHedge News - https: - Stagflation Shock: GDP Stuns With Lowest Print In 2 Years, Below Lowest Estimates, As PCE Comes In Red Hot If the Biden admin was to have any hopes of the Fed cutting rates and monetary easing ahead of the election, the tires would need to start falling off the US economy right... about... now... Which is why we didn't find it at all surprising that...
"Let's Debunk The Myth That Mass-Migration Brings An Economic Benefit", Says Former UK Immigration Minister
24.04.2024, 08:01 Uhr. ZeroHedge News - https: - "Let's Debunk The Myth That Mass-Migration Brings An Economic Benefit", Says Former UK Immigration Minister Authored by Thomas Brooke via ReMix News, The notion that mass immigration brings a net economic benefit to a developed nation is a myth that needs to be debunked, a former U.K. government minister who resigned over the spiraling numbers arriving...
World's Biggest M&A Deal Is Terrible For Bonds
23.04.2024, 17:10 Uhr. ZeroHedge News - https: - World's Biggest M&A Deal Is Terrible For Bonds Four years ago, we wrote an article, mocking the unspeakable reality that it appeared "The Fed and The Treasury had now merged"... Last week, that reality dawned on one of Wall Street's best and brightest as BofA Chief Investment Strategist Michael Hartnett headlined his latest note with a 'zeitgeist' quote...
Euro Area PMI Activity Hits 11 Month High On Service Expansion As Manufacturing Recession Gets Worse
23.04.2024, 15:34 Uhr. ZeroHedge News - https: - Euro Area PMI Activity Hits 11 Month High On Service Expansion As Manufacturing Recession Gets Worse Europe's study in paradoxical contrasts continues. On the same day, ECB's de Guindos said a June rate cut looks like a set deal (unless there are surprises) with the end of inflation fight is in sight, the Euro-area's private-sector activity advanced to...
Kick Back, Watch It Crumble
22.04.2024, 18:25 Uhr. ZeroHedge News - https: - Kick Back, Watch It Crumble Submitted by QTR's Fringe Finance The title to this post comes from one of my favorite NOFX songs, Dinosaurs Will Die. While I’m sure the band in absolutely no way agrees with most, if not all, of my political leanings, the critiques they raise about the music industry in the song could serve just as well as many of the...
Speaker Johnson's Ignominious Betrayal
20.04.2024, 03:21 Uhr. ZeroHedge News - https: - Speaker Johnson's Ignominious Betrayal Authored by David Stockman via David Stockman's Contra Corner, Speaker Johnson’s ignominious betrayal of fiscal sanity might well be the death knell for the GOP. He is apparently risking his speakership on behalf of $95 billion of foreign aid boondoggles that Uncle Sam cannot remotely afford, and which actually...
Economic Warning From The NFIB
19.04.2024, 14:21 Uhr. ZeroHedge News - https: - Economic Warning From The NFIB Authored by Lance Roberts via RealInvestmentAdvice.com, The latest National Federation of Independent Business (NFIB) survey was an economic warning that departed widely from more robust governmental reports. In a recent analysis of small businesses, we discussed the importance those business owners play in the economy...
The Great Freight Recession Has Now Lasted Longer Than The COVID Bull Market
18.04.2024, 23:01 Uhr. ZeroHedge News - https: - The Great Freight Recession Has Now Lasted Longer Than The COVID Bull Market By Greg Fuller, CEO of FreightWaves On March 31, 2022, FreightWaves declared that a freight recession was imminent. More than two years later, the freight market remains in one of its deepest and longest recessions in history. The trucking industry is asking, “How much longer...
Omens For The Nasdaq As Technical Signal Proliferates
17.04.2024, 19:02 Uhr. ZeroHedge News - https: - Omens For The Nasdaq As Technical Signal Proliferates Authored by Simon White, Bloomberg macro strategist, A technical sell signal for the Nasdaq has hit levels not seen since the tech bubble. However, it should be taken in the context of a still supportive economic backdrop, with buoyant excess liquidity and low near-term recession risk. The Hindenburg...
"No Clear Trend What Happens Next": Stocks Are Displaying Bearish Features Last Seen In 2022
17.04.2024, 14:25 Uhr. ZeroHedge News - https: - "No Clear Trend What Happens Next": Stocks Are Displaying Bearish Features Last Seen In 2022 By Tatiana Darie, Bloomberg markets live reporter and strategist The stocks selloff is displaying features that were often seen back when shares plunged in 2022, which is a warning for equities now. The S&P 500 has fallen for seven of the past 11 trading sessions...
Reflation Trade Is The New Bullish Narrative
16.04.2024, 17:54 Uhr. ZeroHedge News - https: - Reflation Trade Is The New Bullish Narrative Authored by Lance Roberts via RealInvestmentAdvice.com, Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony Pasquariello. “If GS is correct on the big calls, the macro backdrop is set...
Earnings Season Has Started: Here Is The Emerging Picture
16.04.2024, 04:05 Uhr. ZeroHedge News - https: - Earnings Season Has Started: Here Is The Emerging Picture Banks kicked off Q1 earnings last Friday with a painful start: XLF fell 1.3% on Friday alone led by a 6% plunge in JPM stock, and dropped even more on Monday despite strong results from Goldman. While JPM earnings beat (most) expectations, and left 2024 Net Interest Income guidance unchanged...
Massive Financial Strain – New Report Exposes Horrifying Situation
15.04.2024, 19:20 Uhr. ZeroHedge News - https: - Massive Financial Strain – New Report Exposes Horrifying Situation Authored by Peter Reagan for Birch Gold Group, One idea has become abundantly clear over the last four years: You can’t add 41% to the money supply and expect inflation to remain “transitory.” But that’s exactly what the Fed did over two years, after which President Biden...
Let’s Be Honest: The Economy Is NOT Doing Well
13.04.2024, 16:32 Uhr. ZeroHedge News - https: - Let’s Be Honest: The Economy Is NOT Doing Well Authored by Connor O'Keeffe via The Epoch Times (emphasis ours), The American economy is not all right. But to see why, you need to look beyond the dramatic numbers we keep seeing in the headlines and establishment talking points. Money in a file illustration photograph. (Thomas White/Reuters) Take, for...
It’s Official: Reflation Is Here
13.04.2024, 15:20 Uhr. ZeroHedge News - https: - It’s Official: Reflation Is Here Authored by Jeffrey A. Tucker via The Epoch Times (emphasis ours), For months and even years, the mainstream news has sought to spin terrible inflation news. It’s not so bad, it’s just transitional, it’s getting better, it’s not really a problem, and all your gloom about the value of the dollar is in your head...
The Secular Trend In Treasuries Is Breaking Down
12.04.2024, 18:40 Uhr. ZeroHedge News - https: - The Secular Trend In Treasuries Is Breaking Down Authored by Simon White, Bloomberg macro strategist, For all of the risk aversion boosting Treasuries today, the 40-year bond bull market is receding further into history as the bear market tightens its grip. The mean growth rate in USTs is falling, leaving bonds still overbought and therefore subject...
The Case For Owning Treasuries Is Evaporating
11.04.2024, 15:16 Uhr. ZeroHedge News - https: - The Case For Owning Treasuries Is Evaporating Authored by Simon White, Bloomberg macro strategist, Contrarians will love this column as it will show there is still no smoking gun for a recession in the US. They might see that as proof then that one must be imminent and yields are going much lower. But contrarianism for its own sake is rarely a good...
Fed Is Pivotal For When And Whether ECB And BOE Cut Rates
11.04.2024, 14:10 Uhr. ZeroHedge News - https: - Fed Is Pivotal For When And Whether ECB And BOE Cut Rates Authored by Simon White, Bloomberg macro strategist, Money markets are scaling back interest-rate cuts priced in for the ECB and the BOE in the wake of Wednesday’s higher-than-expected CPI print in the US. Historically, it is rare for either central bank to ease ahead of the Federal Reserve...
US Deficit Tops $1.1 Trillion For First Six Months Of Fiscal 2024 As Spending Hits 2024 High
11.04.2024, 02:41 Uhr. ZeroHedge News - https: - US Deficit Tops $1.1 Trillion For First Six Months Of Fiscal 2024 As Spending Hits 2024 High It's oddly fitting that in a time when the interest on US debt just hit a record $1.1 trillion, that the US deficit for just the first six months of fiscal 2024 is also $1.1 trillion. According to the latest Treasury Monthly Statement, in March the US deficit...
One More Hot CPI Print Could Prove Existential Difference Between “Being And Nothingness” For Traders
09.04.2024, 17:05 Uhr. ZeroHedge News - https: - One More Hot CPI Print Could Prove Existential Difference Between “Being And Nothingness” For Traders By Michael Every of Rabobank Being and Nothingness With a solar eclipse as the epic backdrop, and 10-year US Treasury yields over 4.40% and testing towards 4.50% despite (or because of?) pledged Fed rate cuts, markets are focused on US CPI tomorrow...
Stocks Face Rug-Pull From Extreme Momentum Move
09.04.2024, 15:06 Uhr. ZeroHedge News - https: - Stocks Face Rug-Pull From Extreme Momentum Move Authored by Simon White, Bloomberg macro strategist, Momentum stocks are very stretched. A reversal exposes the equity market to the risk of a potentially sizable correction, with rising inflation a potential catalyst. Portfolios taking advantage of cheap hedges are better placed to weather any fall in...
US Small-Business Optimism Slides To 11-Year Low As Bidenomics Fails
09.04.2024, 13:47 Uhr. ZeroHedge News - https: - US Small-Business Optimism Slides To 11-Year Low As Bidenomics Fails The failure of Bidenomics has crushed confidence among US small businesses to the lowest level in more than a decade, as the future path of inflation remains a significant concern. Readers must remember small businesses are vital to the economy, contributing 44% of the country's...
If Biden Loses The Election, What Will Be The Top Reason
08.04.2024, 20:47 Uhr. ZeroHedge News - https: - If Biden Loses The Election, What Will Be The Top Reason By Mish Shedlock of MishTalk New Geography claims EVs will decide the election. That’s a reason, but it’s well down my list. What about yours? EVs and the Election New Geography says Electric Cars Will Decide the Outcome of the American Election. Just last week the administration issued a...
Jamie Dimon Warns World Faces "Risks That Eclipse Anything Since World War II"
08.04.2024, 20:25 Uhr. ZeroHedge News - https: - Jamie Dimon Warns World Faces "Risks That Eclipse Anything Since World War II" Perhaps the world's most influential banker - JPMorgan Chase CEO Jamie Dimon - warned the world in his annual letter to shareholders that while he expects US economic resilience (and higher inflation and interest rates), and is optimistic about transformational opportunities...
Yields To Stay Elevated As Inflation Emboldens Short Bond Trade
08.04.2024, 18:01 Uhr. ZeroHedge News - https: - Yields To Stay Elevated As Inflation Emboldens Short Bond Trade Authored by Simon White, Bloomberg macro strategist, Rising inflation is likely to push more traders to go outright short on US Treasuries, supporting yields. The inflation tide is turning. Disinflation has stalled in the US, core inflation in Japan is stuck at more than 30-year highs,...
Hardly Anyone Is Short Treasuries; Perhaps They Should Be
08.04.2024, 13:21 Uhr. ZeroHedge News - https: - Hardly Anyone Is Short Treasuries; Perhaps They Should Be Authored by Simon White, Bloomberg macro strategist, Survey data shows that outright shorts in US Treasuries are near lows. But investors are missing a trick as inflation risks point to higher bond volatility and yields. JP Morgan’s Treasury Survey tracks their clients’ positioning in Treasuries...
Escobar: How The "Order" Based On Made-Up Rules Is Descending Into Savagery
08.04.2024, 09:36 Uhr. ZeroHedge News - https: - Escobar: How The "Order" Based On Made-Up Rules Is Descending Into Savagery Authored by Pepe Escobar, The Europeans will never be able to replicate the time-tested Hegemon money laundering machine... The awful shadow of some unseen PowerFloats tho’ unseen amongst us, -visitingThis various world with as inconstant wingAs summer winds that creep from...
California Bill Would Create A Legal Right To Ignore Boss's Emails After-Hours
07.04.2024, 23:31 Uhr. ZeroHedge News - https: - California Bill Would Create A Legal Right To Ignore Boss's Emails After-Hours Authored by Mike Shedlock via MishTalk.com, California Progressives seek a right ‘Right to Disconnect’ from corporate communications during nonworking hours... Right to Disconnect Please note that a California proposal would guarantee a Legal Right to Disconnect. The...
People Are Not Inflation Idiots
07.04.2024, 18:50 Uhr. ZeroHedge News - https: - People Are Not Inflation Idiots Authored by Jeffrey A. Tucker via The Epoch Times (emphasis ours), (BearFotos/Shutterstock) Commentary There’s something about employed intellectuals. When they are trashing popular wisdom and perceptions of regular people, they are truly in their element. They love nothing better. It’s a way for them to show off...
'Animal Spirits' Update (Or Reflections On Another Fake Unemployment Report)
07.04.2024, 00:42 Uhr. ZeroHedge News - https: - 'Animal Spirits' Update (Or Reflections On Another Fake Unemployment Report) Authored by Elliott Middleton via 'End Times Meditation' Substack, The BLS is reporting the March unemployment rate down slightly to 3.8 percent, nowhere near the 4.5 percent that it will take to trigger a collapse of confidence. ZeroHedge has detailed how fake the BLS’s...
More Easy Money Will Plunge Us Into Stagflation
06.04.2024, 22:24 Uhr. ZeroHedge News - https: - More Easy Money Will Plunge Us Into Stagflation Authored by Daniel Lacalle via The Mises Institute, Thirty major central banks are expected to cut rates in the second half of 2024, a year when more than seventy nations will have elections, which often means massive increases in government spending. Additionally, the latest inflation figures show stubbornly...