Neueste Heute 14.05.2024 13.05.2024
Hedge Funds That Sold In May Might Now Push Stocks To New Highs
10.05.2024, 23:16 Uhr. ZeroHedge News - https: - Hedge Funds That Sold In May Might Now Push Stocks To New Highs Authored by Simon White. Bloomberg macro strategist, Hedge funds seem to have taken the old adage about selling in May to heart. From being very long for most of this year, aggregate positioning now looks to have gone short – right as the stock market bounces. Hedge funds that are offside...
Putin Doesn't Bluff
09.05.2024, 01:55 Uhr. ZeroHedge News - https: - Putin Doesn't Bluff Authored by James Rickards via DailyReckoning.com, Two weeks ago, the Congress passed (and President Biden signed) four key pieces of legislation related to national security. Three of the bills provided assistance to Ukraine, Israel and Taiwan. They received the most attention. The one that got the least attention was a mixed bag...
Sober Gold Vs The Rate-Cut Circus Show
07.05.2024, 13:22 Uhr. ZeroHedge News - https: - Sober Gold Vs The Rate-Cut Circus Show Authored by Matthew Piepenburg via VonGreyerz.gold, Poor America. Poor Jerome Powell… A Real Cliff, Fake Smile It is no fun to be openly trapped, and even less fun to be in open decline while meekly declaring all is fine. I have the image of Uncle Sam (or Aunt Yellen) hanging off a cliff with a forced (i.e.,...
Despite Powell's QTeasing, The Correction May Not Be Over Yet
06.05.2024, 17:08 Uhr. ZeroHedge News - https: - Despite Powell's QTeasing, The Correction May Not Be Over Yet Authored by Lance Roberts via RealInvestmentAdvice.com, The latest FOMC meeting caused a stock rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been lackluster, the announcement of the reversal of “Quantitative Tightening” (QT)...
Biden's Dollar Weaponization - Growing Backlash Could Kill The Economy
01.05.2024, 23:45 Uhr. ZeroHedge News - https: - Biden's Dollar Weaponization - Growing Backlash Could Kill The Economy Authored by Peter Reagan for Birch Gold Group, President Biden’s decision to participate in the Ukraine-Russia conflict back in February 2022 has taken a new and dangerous turn this year. The U.S. dollar could suffer dramatically as a result. Before we explore that new development...
Fed Policies Turn The Wealth Gap Into A Chasm
01.05.2024, 17:33 Uhr. ZeroHedge News - https: - Fed Policies Turn The Wealth Gap Into A Chasm Authored by Michael Lebowitz via RealInvestmentAdvice.com, In an op-ed for the Washington Post on November 5, 2010, Ben Bernanke did a victory lap, praising the Fed’s efforts in stemming the financial crisis. In the article, he discusses how QE and other Fed policies eased financial conditions, bolstering...
Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin
01.05.2024, 15:28 Uhr. ZeroHedge News - https: - Yields Tumble After Dovish Refunding Reveals Debt Sales In Line With Expectations, No Coupon Auction Increases "For Several Quarters", And Treasury Buybacks Begin Having already revealed its borrowing estimates for Q2 and Q3 on Monday, where we learned that the Treasury expects to sell $41BN more debt than previously expected in Q2, but offset by a...
US Treasury's Funding Mix Will Be Pivotal For Fed's Next Moves
01.05.2024, 13:24 Uhr. ZeroHedge News - https: - US Treasury's Funding Mix Will Be Pivotal For Fed's Next Moves Authored by Simon White, Bloomberg macro strategist, How the Treasury intends to meet its borrowing requirements – the mix between shorter-term bills and longer-term coupons – will strongly influence liquidity and thus the performance of risk assets. Quantitative tightening is thus on...
Bank Failures Begin Again: Philly's Republic First Seized By FDIC
27.04.2024, 00:51 Uhr. ZeroHedge News - https: - Bank Failures Begin Again: Philly's Republic First Seized By FDIC Who could have seen that coming? (here, here, here, and most detailed here) March will be lit: 1. Reverse repo ends 2. BTFP expires 3. Fed cuts (allegedly) 4. QT ends (allegedly) — zerohedge ( zerohedge) January 8, 2024 Admittedly, we were a couple of weeks off, but trouble has been...
Russia To Seize $440 Million From JPMorgan
25.04.2024, 16:48 Uhr. ZeroHedge News - https: - Russia To Seize $440 Million From JPMorgan Seizing assets? Two can play at that game... Just days after Washington voted to authorize the REPO Act - paving the way for the Biden administration confiscate billions in Russian sovereign assets which sit in US banks - it appears Moscow has a plan of its own (let's call it the REVERSE REPO Act) as a Russian...
REPO Act Passage Has Authorized Biden To Confiscate Russian Assets & Transfer To Ukraine
22.04.2024, 16:25 Uhr. ZeroHedge News - https: - REPO Act Passage Has Authorized Biden To Confiscate Russian Assets & Transfer To Ukraine When the House voted to pass Biden's long sought after foreign aid package Saturday, which will deliver over $60 billion to Ukraine, included in this was passage of the REPO Act, which paves the way for the Biden administration confiscate billions in Russian sovereign...
REPO Act Passage Has Authorized Biden To Confiscate Russian Assets & Transfer To Ukraine
22.04.2024, 16:25 Uhr. ZeroHedge News - https: - REPO Act Passage Has Authorized Biden To Confiscate Russian Assets & Transfer To Ukraine When the House voted to pass Biden's long sought after foreign aid package Saturday, which will deliver over $60 billion to Ukraine, included in this was passage of the REPO Act, which paves the way for the Biden administration confiscate billions in Russian sovereign...
Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns
18.04.2024, 21:01 Uhr. ZeroHedge News - https: - Huge Bond Wagers Make Some Hedge Funds Too-Big-To-Fail, IMF Warns Who could have seen this coming? btw this is where the next really big crash will start https://t.co/XcK2RezYEk — zerohedge ( zerohedge) February 1, 2024 Bloomberg's Ye Xie reports that a small group of funds has accumulated such large short wagers in the Treasury market that they could...
Stocks Will Face Resistance While Liquidity Backdrop Is Weak
18.04.2024, 17:45 Uhr. ZeroHedge News - https: - Stocks Will Face Resistance While Liquidity Backdrop Is Weak Authored by Simon White, Bloomberg macro strategist, The impulse from central-bank reserves in the US, or the change in their change on a monthly basis, points to further short-term resistance for stocks. The Federal Reserve’s quantitative tightening program is ongoing, but bank reserves...
It's Time To Pay Attention To Funding Risks Again
18.04.2024, 14:48 Uhr. ZeroHedge News - https: - It's Time To Pay Attention To Funding Risks Again Authored by Simon White, Bloomberg macro strategist, The risk of a squeeze in US funding markets is increasing as the yield curve bear steepens, i.e. longer-term yields rise more than short-term ones. More attractive bill yields and climbing interest-payment costs on government debt are depleting reserves...