Neueste Heute 14.05.2024 13.05.2024
Will Tariffs Outweigh CPI?
14.05.2024, 23:00 Uhr. ZeroHedge News - https: - Will Tariffs Outweigh CPI? Authored by Peter Tchir via Academy Securities, Markets shrugged off high headlines on PPI, for a variety of valid reasons. Now we can move on to CPI (where I see the “whisper number” as a lower than expectations print). I’m more focused on tariffs. My recollection of tariffs was that far more economists reacted negatively...
Peter Schiff: All Inflation Has One Source
14.05.2024, 20:41 Uhr. ZeroHedge News - https: - Peter Schiff: All Inflation Has One Source Via SchiffGold.com, Last week, Peter appeared on This Week in Mining with Jay Martin. Jay and Peter discuss the state of the economy, the government’s assault on sound money, and why the mining sector constitutes a good investment. Early on in the interview, Peter lays out the dilemma the Federal Reserve...
Clearing Demand
14.05.2024, 20:03 Uhr. ZeroHedge News - https: - Clearing Demand By Ahmed Bin Sulayem Since its establishment in 2005, the Dubai Commodities Clearing Corporation (DCCC) has been the central counterparty for clearing and settlement services to the Dubai Gold & Commodities Exchange (DGCX). Emerging as the largest clearing house in the MENA region by volume, DCCC is now poised to play a far more multinational...
Moving Average Crossovers Suggest The Bull Is Back
14.05.2024, 19:22 Uhr. ZeroHedge News - https: - Moving Average Crossovers Suggest The Bull Is Back Authored by Lance Roberts via RealInvestmentAdvice.com, While there is much debate over whether another bear market is imminent, weekly moving average crossovers suggest a different outcome for now. There are many current concerns, from geopolitical risk to still inverted yield curves, slowing economic...
Biden Administration Quadruples Tariffs On Chinese EVs
14.05.2024, 18:01 Uhr. ZeroHedge News - https: - Biden Administration Quadruples Tariffs On Chinese EVs Authored by Terri Wu via The Epoch Times, The Biden administration announced on Tuesday that it will impose a 100 percent tariff—quadrupling the current 25 percent—on electric vehicles imported from China in 2024. In addition to EVs, the White House has significantly increased tariffs on Chinese...
Wanted: The Most In-Demand Jobs Of The Next Decade
14.05.2024, 12:57 Uhr. ZeroHedge News - https: - Wanted: The Most In-Demand Jobs Of The Next Decade Ever since the release of ChatGPT in late 2022 and other AI tools that have followed in its wake, people have been pondering the potential of artificial intelligence to replace certain occupations, trying to figure out if and how the nascent technology will change the way people work. And while the...
"Markets Extremely Quiet" Ahead Of PPI, CPI, Powell Speech
14.05.2024, 12:37 Uhr. ZeroHedge News - https: - "Markets Extremely Quiet" Ahead Of PPI, CPI, Powell Speech US equity futures are flat into tomorrow's CPI/Retail Sales print with PPI the major macro data point today, while Fed Chair Powell also speaks. Futures are flat after also closing unchanged yesterday when the return of the meme stonk mania sent GME and AMC soaring, and hammered L/S hedge funds...
Transitioning Fleet Trucks To Electric Raises Costs By Up To 114 Percent, Report Warns
14.05.2024, 11:45 Uhr. ZeroHedge News - https: - Transitioning Fleet Trucks To Electric Raises Costs By Up To 114 Percent, Report Warns Authored by Naveen Athrappully via The Epoch Times (emphasis ours), Transitioning conventional truck fleets to electric vehicles (EVs) pushes up annual operational costs, which subsequently increases economic inflation, according to a recent report from transportation...
Even If Powell "Can't See The Stag And Can't See The Flation", Consumers Can
13.05.2024, 17:29 Uhr. ZeroHedge News - https: - Even If Powell "Can't See The Stag And Can't See The Flation", Consumers Can By Benjamin Picton, Senior Macro Strategist at Rabobank Bumps and Potholes UK Q1 GDP surprised to the upside at the end of last week to print at +0.6%, rather than the more modest 0.4% that market economists had been expecting. That means that Britain is officially out of recession...
Futures Gain With All Time Highs In Sight As Key CPI Report Looms
13.05.2024, 14:03 Uhr. ZeroHedge News - https: - Futures Gain With All Time Highs In Sight As Key CPI Report Looms US equity futures extended last week's solid gains when they traded just about 1% below all time highs, as investors awaited key CPI later this week that will shape the Fed's actions in coming months. As of 7:30am, contracts on the S&P 500 rose about 0.2% (but still below Friday's highs)...
China Is Facing An Epic Deflationary Crash That It Can No Longer Hide
13.05.2024, 08:45 Uhr. ZeroHedge News - https: - China Is Facing An Epic Deflationary Crash That It Can No Longer Hide It has long been understood that most financial data provided by the Chinese government is propaganda designed to misrepresent the country's true economic circumstances. At best, their statistics provide half the truth and the rest has to be discerned through deeper investigation...
Newsom Forced To Slash California Budget, Blames Crippling Deficit On "Rain Bombs" And Tax Shortfalls
13.05.2024, 02:00 Uhr. ZeroHedge News - https: - Newsom Forced To Slash California Budget, Blames Crippling Deficit On "Rain Bombs" And Tax Shortfalls In the course of two years, California has turned a $100 billion surplus into a $73 billion deficit, forcing governor Gavin Newson (D) to propose painful (token) spending cuts on Friday while announcing his revised state budget. California Governor...
Big Oil Has Flourished, Despite Biden's Best Efforts, And Will Back Trump In 2024
12.05.2024, 18:00 Uhr. ZeroHedge News - https: - Big Oil Has Flourished, Despite Biden's Best Efforts, And Will Back Trump In 2024 “It’s death by 1,000 cuts. It’s the worst presidency with regard to energy policy I’ve ever seen — and I’ve been involved in energy for 40 years, my entire career.” Those were the words of Steve Pruett, chief executive of Elevation Resources, to Financial...
The Proof Of Censorship Is…Censored
12.05.2024, 03:11 Uhr. ZeroHedge News - https: - The Proof Of Censorship Is…Censored Authored by Jeffrey A. Tucker via the Brownstone Institute, It’s not been a good week for the Censorship Industrial Complex. The machine has been built and put into action over nearly a decade but largely in secret. Its way of doing business has been via surreptitious contacts with media and tech companies,...
The Land Of The Setting Sun: The Currency Crisis Of Japan Has Just Started
12.05.2024, 01:51 Uhr. ZeroHedge News - https: - The Land Of The Setting Sun: The Currency Crisis Of Japan Has Just Started By Tuomas Malinen of The MT Malinen substack On Tuesday, we shortly commented the flash crash and the (assisted) recovery of the Japanese Yen between Friday and Monday, 26-29 April, on the GnS Economic’s Deprcon Outlook. In this entry, I will detail the reasons behind the crash...
Asia Embraces Coal As The U.S. Rejects It
11.05.2024, 08:45 Uhr. ZeroHedge News - https: - Asia Embraces Coal As The U.S. Rejects It Authored by Vijay Jayaraj via RealClear Wire, Vietnam and other Asian countries are on a coal spree! Given the dynamics of energy use in the rapidly developing industrial sector there, it is no surprise that these nations have backpedaled on big promises made at international climate conferences to reduce emissions...
They Went Woke: Oscars Facing Liquidity Crisis, Launch $500 Million Fundraising Drive As Viewers Flee
10.05.2024, 22:50 Uhr. ZeroHedge News - https: - They Went Woke: Oscars Facing Liquidity Crisis, Launch $500 Million Fundraising Drive As Viewers Flee Given that Ricky Gervais has been the only good thing about the Oscars in years, if not decades... ...the Academy of Motion Picture Arts & Sciences has launched a $500 million fundraising initiative in an effort to offset the Oscars dramatic drop in...
Stocks End Week On Muted Note As Stagflation Fears Mount
10.05.2024, 22:02 Uhr. ZeroHedge News - https: - Stocks End Week On Muted Note As Stagflation Fears Mount Late Friday afternoon, US main equity indexes showed little change, with the S&P 500 on track for a 2% weekly gain after investors digested new concerns about a slowing economy and elevated inflation, rekindling fears of stagflation. During the session, Treasury yields increased due to...
US Futures, Global Markets Storm Higher, Eye All-Time Highs
10.05.2024, 14:19 Uhr. ZeroHedge News - https: - US Futures, Global Markets Storm Higher, Eye All-Time Highs US equity futures pointed to even more gains on the last day of trading, leaving the S&P 500 set for a third weekly rise — the longest run since February. The rally was given fresh legs yesterday by more earnings optimism coupled with disappointing economic data - this time the highest initial...
Six Reasons To Own Bitcoin In Retirement
10.05.2024, 12:30 Uhr. ZeroHedge News - https: - Six Reasons To Own Bitcoin In Retirement Via BitcoinMagazine.com, For newcomers, especially those in and around retirement age, the idea of investing in or owning bitcoin can evoke reactions from skepticism to disbelief. If you look beyond the popular narratives, however, you might find there is more to the story than first impressions suggest. Here...
Malta's Central Bank Governor Charged With Fraud And Misappropriation Of Funds
10.05.2024, 10:15 Uhr. ZeroHedge News - https: - Malta's Central Bank Governor Charged With Fraud And Misappropriation Of Funds They say central bankers can always print money out thin air: in this one case, however, the head of Malta's central bank could desperately do with a bigger money printer, or at least a much better attorney. Malta's attorney general filed charges of fraud and misappropriation...
Chinese Stock Rally Likely To Stall Without Robust Earnings
10.05.2024, 04:21 Uhr. ZeroHedge News - https: - Chinese Stock Rally Likely To Stall Without Robust Earnings By Henry Ren, Bloomberg Markets Live reporter and strategist Earnings for China Inc. are looking somewhat better, though likely not enough to keep fueling the recent stock market rally. Strategists say the bounce spurred by low valuations needs a full-blown earnings recovery to continue. Remember...
Visualizing The Copper Investment Opportunity In One Chart
10.05.2024, 02:41 Uhr. ZeroHedge News - https: - Visualizing The Copper Investment Opportunity In One Chart Copper is essential for clean energy applications such as solar panels, wind turbines, and electric vehicles (EVs), as well as for expanding electrical grids. The surge in demand for the metal, driven by the growing adoption of these technologies, presents a unique investment opportunity for...
Is China's Oil Demand Set For A Major Bounce Back?
10.05.2024, 00:20 Uhr. ZeroHedge News - https: - Is China's Oil Demand Set For A Major Bounce Back? By Simon Watkins of OilPrice.com Since the mid-1990s, China’s extraordinary economic expansion almost singlehandedly drove a supercycle in key commodities prices it required to power such growth, including oil and gas. In 2013, it became the world’s largest net importer of total petroleum and other...
Gold, Bonds, & Stocks Rip After 'Bad' Data On 'Quietest Day Of The Year'
09.05.2024, 22:05 Uhr. ZeroHedge News - https: - Gold, Bonds, & Stocks Rip After 'Bad' Data On 'Quietest Day Of The Year' An ugly jobless claims print was the day's early catalyst sending yields significantly lower, stocks, gold, oil, and crypto higher and the dollar down with rate-cut expectations re-ignited... Source: Bloomberg A dovish shift supported stocks - which had a "squeezey feel" amid very...
Argentina To Mine Bitcoin With Natural Gas
09.05.2024, 21:20 Uhr. GreatGameIndia - https: - Argentina’s YPF Luz collaborates with Genesis Digital Assets to mine Bitcoin using natural gas from oil fields, turning stranded energy into a resource. Bitcoin is becoming more and more popular in Argentina’s energy sector. This is the case with a state-owned facility that uses natural gas that has been stranded from oil fields and would...
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...
Watch: Billionaire Real Estate Investor Expects 'One Or Two' Bank Failures A Week, UK Economist Says "Entering A New Dark Age"
09.05.2024, 17:40 Uhr. ZeroHedge News - https: - Watch: Billionaire Real Estate Investor Expects 'One Or Two' Bank Failures A Week, UK Economist Says "Entering A New Dark Age" Billionaire Barry Sternlicht, Founder, Chairman and CEO of Starwood Capital Group has issued an ominous warning about America's regional banks, which he says will fail at a rate of 'one or two' per week. Speaking with CNBC on...
To Prevent A Banking Crisis, The Fed Must Cut; But...
09.05.2024, 16:40 Uhr. ZeroHedge News - https: - To Prevent A Banking Crisis, The Fed Must Cut; But... Via SchiffGold.com, In 2009, 140 banks failed, and a recent report from financial consulting firm Klaros Group says that hundreds of banks are at risk of going under this year. It’s being billed mostly as a danger for individuals and communities than for the broader economy, but for stressed...
Stocks And Bonds Rise Together As Inflation Fears Take Backseat
09.05.2024, 16:07 Uhr. ZeroHedge News - https: - Stocks And Bonds Rise Together As Inflation Fears Take Backseat Authored by Simon White, Bloomberg macro strategist, Stocks and bonds have been rising together again, with investors getting longer of both assets. Inflation fears are taking a backseat for now, allowing lower yields to boost stock prices. Positioning data for equities shows that investors...
Revenge Travel Peaked? Airbnb Pukes On Travel Spending Slowdown Forecast
09.05.2024, 15:42 Uhr. ZeroHedge News - https: - Revenge Travel Peaked? Airbnb Pukes On Travel Spending Slowdown Forecast Shares of Airbnb stumbled in premarket trading in New York on Thursday after the home rental company beat earnings expectations for the first quarter but provided weaker-than-expected guidance. This comes after Bank of America analysts identified other travel companies missing...
Futures Drop As Treasury Yields Extend Gains
09.05.2024, 14:19 Uhr. ZeroHedge News - https: - Futures Drop As Treasury Yields Extend Gains US equity futures are weaker as yields resume their rise and the USD strengthens after the BOE signaled it was ready to cut rates. As of 7:45am, S&P futures were down 0.2% and Nasdaq futures dipped 0.3% as all Mag7 names and most semis were red in the premarket. Most European markets are lower, tracking US...
Why Germany Is Choosing Natural Gas Over Nuclear Power
09.05.2024, 11:00 Uhr. ZeroHedge News - https: - Why Germany Is Choosing Natural Gas Over Nuclear Power By Haley Zermba of Oilprice.com The world is experiencing a nuclear renaissance. Uranium prices are soaring as the world snaps up nuclear fuel, public favor for nuclear power is at a 10-year high in the United States, Russia is busily expanding its own nuclear energy empire in emerging economies...
Strengthening Our Beleaguered Military Starts With A Maritime Overhaul
09.05.2024, 05:55 Uhr. ZeroHedge News - https: - Strengthening Our Beleaguered Military Starts With A Maritime Overhaul Authored by Brent D. Sadler via RealClear Wire, America’s security and prosperity is at high risk today, largely because of bad policies backed up by too weak armed forces. Consider our U.S. maritime complex. Decades of neglect and inadequate investment have left our shipping,...
Argentina To Mine Bitcoin With Stranded Gas
09.05.2024, 03:55 Uhr. ZeroHedge News - https: - Argentina To Mine Bitcoin With Stranded Gas Authored by Vivek Sun via BitcoinMagazine.com, Argentina's energy sector is increasingly turning to Bitcoin, this time with a state-owned facility using stranded natural gas from oil fields that would otherwise be wasted. JUST IN: 🇦🇷 Argentina state-owned company’s subsidiary will mine $BTC with Stranded...
US Futures Mixed As European Stocks Hit All Time High, Yields And Dollar Rise
08.05.2024, 14:26 Uhr. ZeroHedge News - https: - US Futures Mixed As European Stocks Hit All Time High, Yields And Dollar Rise US equity futures flipped between gains and losses on Wednesday while European stocks hit an all time high as May’s rally in equities continued amid a clutch of solid earnings reports. As of 7:45am, S&P 500 futures traded down 0.2%, and was near session lows reversing...
Stan Druckenmiller Gives Bidenomics An "F"
08.05.2024, 00:40 Uhr. ZeroHedge News - https: - Stan Druckenmiller Gives Bidenomics An "F" Billionaire investor and Duquesne Family Office Chairman & CEO Stan Druckenmiller slammed Bidenomics and warned the Federal Reserve and federal government "misdiagnosed Covid and thought it was -- we were going into a depression." Druckenmiller has been irritated by the massive fiscal spending by the...
"Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts"
07.05.2024, 17:46 Uhr. ZeroHedge News - https: - "Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts" By Michael Every of Rabobank "Oooh! Rate Cuts!" vs. "Oh! Not Rate Cuts" Markets are their own happy story this morning as “Oooh! Rate cuts!” is again the meme du jour. But back in the real world it’s “Oh! Not rate cuts.” Yemen’s Houthis say they can now hit the Eastern Mediterranean as well as the...
Futures Flat As Post-FOMC Rally Takes A Breather
07.05.2024, 14:30 Uhr. ZeroHedge News - https: - Futures Flat As Post-FOMC Rally Takes A Breather US stock futures are flat after the S&P 500 and Nasdaq 100 both closed 1% higher on Monday, helped by growing optimism among investors that the economy is finally slowing greenlighting earlier rate cuts by the Fed. As of 8:00am ET S&P futures were unchanged at 5,206, trading about 1% above its 50DMA,...
Surging Distress In CRE CLO Loans Spurs Lender Rush To Repurchase Delinquent Multifamily Mortgages
07.05.2024, 12:58 Uhr. ZeroHedge News - https: - Surging Distress In CRE CLO Loans Spurs Lender Rush To Repurchase Delinquent Multifamily Mortgages The commercial real estate sector continues to experience elevated stress (see the state of the industry in charts). The latest crack to emerge is the increasing number of delinquencies on multifamily mortgages. In April, about 8.6% of commercial...
Credit Smacks Of Complacency As Spreads Collapse
07.05.2024, 12:30 Uhr. ZeroHedge News - https: - Credit Smacks Of Complacency As Spreads Collapse By James Crombie, Bloomberg Markets Live writer and strategist Wafer-thin spreads on corporate debt don’t matter — until they do. There are several potential triggers for risk premia to flare, denting credit portfolios. Spreads have collapsed across the board, from investment-grade and junk bonds...
China Bulls Beware: Credit Markets Flash A Warning
07.05.2024, 04:21 Uhr. ZeroHedge News - https: - China Bulls Beware: Credit Markets Flash A Warning By Ye Xie, Bloomberg Markets Live reporter and strategist Chinese stocks have been on a stealth bull run, but the renewed market optimism may be built a shaky foundation — especially when it comes to credit. The MSCI China Index has climbed 24% from its lows in January. The Hang Seng Index has also recovered...
Confidence Boost For The Fed
06.05.2024, 19:44 Uhr. ZeroHedge News - https: - Confidence Boost For The Fed By Bas van Geffen, Senior Macro Strategist at Rabobank Last Wednesday, Powell said that there had been a lack of further progress toward the Fed’s 2% inflation objective. Indeed, both the latest CPI and PCE prints had already dashed hopes that the Fed would cut rates by summer. It would, therefore, take more time for the...
Key Events This Week: Things Finally Quiet Down
06.05.2024, 16:58 Uhr. ZeroHedge News - https: - Key Events This Week: Things Finally Quiet Down After a whirlwind two weeks which saw both the latest FOMC decision and the April jobs report, not to mention the peak of earnings season when all of the top tech companies reported, the calendar takes a quieter turn after the deluge of macro events last week, and the focus shifts on whether markets can...
Shell Sold Millions In Carbon Credits That It Never Earned
06.05.2024, 16:23 Uhr. ZeroHedge News - https: - Shell Sold Millions In Carbon Credits That It Never Earned The carbon credit con band plays on... The most recent chapter in the 'green' initiative has been supermajor Shell being found to have sold 'phantom' carbon credits that were twice the volume of emissions the company actually avoided, according to FT. Shell has reportedly sold millions of carbon...
Biden's New Carbon Capture Mandates Will Cause Blackouts, Increases Prices
06.05.2024, 08:00 Uhr. ZeroHedge News - https: - Biden's New Carbon Capture Mandates Will Cause Blackouts, Increases Prices By Mish Shedlock of MishTalk The lie of the day is from the EPA: Carbon capture will pay for itself (thanks to IRA subsidies). No, it won’t even with subsidies. Expect blackouts and a higher price for electricity. Suite of Standards to Raise Costs, Reduce Output Let’s take...
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...
"Economics Works In Mysterious Ways": Is China's Wealth Effect Being Substituted?
06.05.2024, 01:51 Uhr. ZeroHedge News - https: - "Economics Works In Mysterious Ways": Is China's Wealth Effect Being Substituted? By Teeuwe Mevissen, Senior Macro Strategist at Rabobank Is the wealth effect being substituted? Summary China’s real estate market suffered heavy losses early this year while stock market investors continue to face huge uncertainty. This will add to the deterioration...
Change Of S&P Leadership Suggests Bottom Is Near
05.05.2024, 20:00 Uhr. ZeroHedge News - https: - Change Of S&P Leadership Suggests Bottom Is Near Authored by Simon White, Bloomberg macro strategist, A change in sector leadership in US stocks suggests the correction might soon be over and a bottom is not too far away. The tech sector has led the recent advance in the US stock-market (i.e. the sector with the highest three-month return on a three-month...
Fraudulent Logic Guides The UK Smoking Ban
05.05.2024, 14:10 Uhr. ZeroHedge News - https: - Fraudulent Logic Guides The UK Smoking Ban Authored by Owen Ashworth via The Mises Institute, It is the waning days of the Sunak premiership, and the Conservative party still has a stonking majority despite its cataclysmic capitulation in the polls. The government is effectively a lame duck; everyone knows it has no support, yet it will still be around...