Neueste Heute 24.04.2024 23.04.2024
"Situation Is Unraveling": Pro-Palestinian Protests Erupt Across America's Woke Colleges
24.04.2024, 21:48 Uhr. ZeroHedge News - https: - "Situation Is Unraveling": Pro-Palestinian Protests Erupt Across America's Woke Colleges Colleges and universities across the country are struggling this week to keep pro-Palestinian protesters off school grounds. Students, and or perhaps a mix of professional protesters funded by radical leftist groups and dirty Gulf money, are storming campuses and...
Market Is Splendidly Indifferent To Rising Inflation Risks
24.04.2024, 19:26 Uhr. ZeroHedge News - https: - Market Is Splendidly Indifferent To Rising Inflation Risks Authored by Simon White, Bloomberg macro strategist, There continues to be scant evidence of inflation hedging in markets despite clear signs price-growth risks are rising. Inflation remains in focus this week as we get the first quarter’s update for US PCE on Friday. Regardless of one data...
Selbst Orwells Gedankenpolizei ging nicht so weit wie Trudeau
24.04.2024, 17:27 Uhr. uncut-news.ch - https: - Man sollte meinen, dass die Reaktion auf die neuen Hassgesetze der SNP andere autoritäre Regierungen davon abhalten würde, ähnliche Gesetze einzuführen. Humza Yousaf wurde zum Gespött der Öffentlichkeit und seine Umfragewerte fielen um 15 Punkte. Doch offenbar nicht. Der neue irische Premierminister Simon Harris ist fest entschlossen, das Gesetz...
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...
Large Structural Short Will Drive Yen Much Higher
23.04.2024, 15:18 Uhr. ZeroHedge News - https: - Large Structural Short Will Drive Yen Much Higher Authored by Simon White, Bloomberg macro strategist, Focus has been on the growing short position in the yen. But the total size is likely to be small in the scheme of things. The real story is the lack of domestic hedging leading to a large structural short in the yen which will drive the currency...
"Not About Freedom Of Expression": Aussie Politicians Unite Against Elon Musk's X
23.04.2024, 03:41 Uhr. ZeroHedge News - https: - "Not About Freedom Of Expression": Aussie Politicians Unite Against Elon Musk's X Authored by Monica O'Shea via The Epoch Times, Elon Musk’s X is facing strong criticism from both the centre-left Labor Party and the centre-right Liberal-National Coalition in Australia amid a legal challenge against the country’s online content tsar. Mr. Musk labelled...
Lord Of The Lies: A Pediatrician's Take On The Latest Child Gender-Transition Research
21.04.2024, 00:33 Uhr. ZeroHedge News - https: - Lord Of The Lies: A Pediatrician's Take On The Latest Child Gender-Transition Research Authored by J. Edward Les, MD, via The Epoch Times, Last week’s release of the Cass Review brought to memory the old jingle: “Liar, liar, pants on fire; your nose is longer than a telephone wire.” Commissioned four years ago to probe the practices of the Tavistock...
The Haven-Volatility Dog Has Not Yet Barked
19.04.2024, 17:25 Uhr. ZeroHedge News - https: - The Haven-Volatility Dog Has Not Yet Barked Authored by Simon White, Bloomberg macro strategist, Implied volatility of traditional havens such as the Swiss franc and US Treasuries remains remarkably subdued despite the situation in the Middle East, even as the former has outperformed most other havens, including the dollar. However, vol is beginning...
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...
Ex-Brigadegeneral & Merkel-Berater Erich Vad: „Kriegshysterie militärischer Dilettanten in hohen Regierungsämtern“
17.04.2024, 19:47 Uhr. barth-engelbart.de - barth-engelbart.de - Simon Zeise schreibt in “Berliner Zeitung”: Erich Vad spricht von „Kriegshysterie militärischer Dilettanten in hohen Regierungsämtern“ von den Mainstreamblättern hat nur die “Berliner Zeitung” über die Veranstaltung in Leipzig geschrieben. (leider fehlt mir der Link zu diesem Artikel. Deshalb habe ich ihn hier “raubkopiert”...
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...
Stocks Will Get Bad Breadth From Higher Yields
17.04.2024, 15:59 Uhr. ZeroHedge News - https: - Stocks Will Get Bad Breadth From Higher Yields Authored by Simon White, Bloomberg macro strategist, Higher yields threaten to make already-fraying breadth in US stocks even worse. This points to heightened short-term risks for the market, although the medium-term positive trend remains intact. Breadth measures for the US market have in many cases deteriorated...
These Inflation Trades Have Most Catching Up To Do
16.04.2024, 15:09 Uhr. ZeroHedge News - https: - These Inflation Trades Have Most Catching Up To Do Authored by Simon White, Bloomberg macro strategist, Markets are unprepared for price growth that is becoming entrenched. But even though the risk-reward in shorting Treasuries or buying gold or Bitcoin is diminishing, we can instead pinpoint the assets that have the most potential to catch up to persistent...
'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not
15.04.2024, 21:43 Uhr. ZeroHedge News - https: - 'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not Authored by Simon White, Bloomberg macro strategist, Equity, fixed-income, credit, commodity and even FX volatility are beginning to rise in unison. The proximate cause may have been rising geopolitical tensions, but the underlying conditions were there long before, and cross-asset volatility...
'Do The Right Thing': Assange Supporters Urge As Biden Mulls Dropping Case
13.04.2024, 18:15 Uhr. ZeroHedge News - https: - 'Do The Right Thing': Assange Supporters Urge As Biden Mulls Dropping Case President Joe Biden this week for the first time said his administration is weighing the Australian government’s requests to drop charges against WikiLeaks founder Julian Assange, who has been deprived of his freedom since 2010 and is currently jailed in London’s notorious...
Is Silver About To Do A Cocoa?
13.04.2024, 17:40 Uhr. ZeroHedge News - https: - Is Silver About To Do A Cocoa? Authored by Simon White, Bloomberg macro strategist, Silver prices have rocketed higher in recent days, and they have been surging today (with great volatility). As a futures market, more of it trades on exchange relative to its annual physical supply compared to cocoa. Therefore it’s not inconceivable silver could...
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...
"I Am Going To Lecture You On Climate Change": BBC Reporter Gets Schooled For Hypocrisy
11.04.2024, 08:01 Uhr. ZeroHedge News - https: - "I Am Going To Lecture You On Climate Change": BBC Reporter Gets Schooled For Hypocrisy Authored by Tilak K. Doshi via RealClear Politics, On March 28, President Mohamed Irfaan Ali of the South American country of Guyana became an instant hero to many as he refused to take lectures on climate change from a BBC reporter during an interview. In a two-minute...
Democrats Commit Vastly More Dark Money Than Republicans For 2024
11.04.2024, 02:21 Uhr. ZeroHedge News - https: - Democrats Commit Vastly More Dark Money Than Republicans For 2024 Authored by Austin Alonzo via The Epoch Times (emphasis ours), (Illustration by The Epoch Times, Shutterstock) Democratic dark money groups, megadonors, and unions are funding a massive spending effort aimed at reelecting President Joe Biden and advancing the Democratic Party’s power...
Is Gold Overpriced Or Can Its Price Go Even Higher?
10.04.2024, 20:23 Uhr. ZeroHedge News - https: - Is Gold Overpriced Or Can Its Price Go Even Higher? Authored by Claudio Grass via The Mises Institute, This question has been at the center of a great many conversations I’ve been recently having with clients and friends. The way I like to answer it is with another question: Expensive compared to what? Despite its recent surge to record highs, there...
Extreme Investor Optimism At Risk From Momentum-Trade Derailing
10.04.2024, 15:55 Uhr. ZeroHedge News - https: - Extreme Investor Optimism At Risk From Momentum-Trade Derailing Authored by Simon White, Bloomberg macro strategist, Retail investors’ historically stretched level of optimism is vulnerable to a reversal of the extreme positioning in the momentum trade. Consumers’ glasses seem very much half full, according to the Consumer Board’s confidence survey...
Inflation Has Become A Bigger Risk For Stretched Gold Prices
10.04.2024, 14:22 Uhr. ZeroHedge News - https: - Inflation Has Become A Bigger Risk For Stretched Gold Prices Authored by Simon White, Bloomberg macro strategist, Gold’s relationship with inflation is variable, but we are at the point in the cycle where the precious metal’s sensitivity to CPI is heightened. Overbought gold is thus particularly exposed should today’s inflation data come in...
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...
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...
Yields Are Correct To Assume Jobs Market Has Not Yet Cracked
05.04.2024, 14:12 Uhr. ZeroHedge News - https: - Yields Are Correct To Assume Jobs Market Has Not Yet Cracked Authored by Simon White, Bloomberg macro strategist, The widening gap between household employment and payrolls is causing concern the weaker message from the household survey is the more accurate. However, the reality probably lies somewhere in between, and the jobs market is not yet weak...
Bond Market's Eerie Calm Belies Bigger Move On Way
04.04.2024, 15:45 Uhr. ZeroHedge News - https: - Bond Market's Eerie Calm Belies Bigger Move On Way Authored by Simon White, Bloomberg macro strategist, Volatility in US interest rate and bond markets is poised to move much higher as it re-attaches to underlying fundamentals. That means higher rates and greater stock volatility, leaving especially high-duration sectors such as tech exposed to underperformance...
Inflation-Risk Latecomers Pile Into Silver
03.04.2024, 16:51 Uhr. ZeroHedge News - https: - Inflation-Risk Latecomers Pile Into Silver Authored by Simon White, Bloomberg macro strategist, As gold makes new highs, speculators’ net longs in silver are jumping higher. Inflation and global growth risks - as well as demand from China - are helping to drive gold to new all-time highs. For those late to the trade, silver is serving as the next...
Bond Longs Throw In Towel As Upturn Becomes Undeniable
03.04.2024, 15:12 Uhr. ZeroHedge News - https: - Bond Longs Throw In Towel As Upturn Becomes Undeniable Authored by Simon White, Bloomberg macro strategist, Positioning in US Treasuries is becoming less long as the risk of persistently higher yields increases from a cyclically strong US and global economy. Leading data have been vindicated in projecting a US and global cyclical upturn that coincident...
You Can't Fool All Of The People All Of The Time About Immigration
28.03.2024, 21:20 Uhr. ZeroHedge News - https: - You Can't Fool All Of The People All Of The Time About Immigration Authored by Simon Hankinson via The Epoch Times, There’s an old saying attributed to Abraham Lincoln: “You can fool all of the people some of the time and some of the people all of the time. But you can’t fool all of the people all of the time.” Three years into his presidency...
Dollar Rally Is On Borrowed Time As US Disinflation Lags World
28.03.2024, 17:51 Uhr. ZeroHedge News - https: - Dollar Rally Is On Borrowed Time As US Disinflation Lags World Authored by Simon White, Bloomberg macro strategist, The current rally in the dollar is soon likely to face resistance from rising real-yield differentials with the rest of the world, driven by global inflation that is falling faster than in the US. The dollar is on a mini spurt higher...
BlackRock CEO "Very Bullish" On Bitcoin As Its ETF Crosses $17 Billion
28.03.2024, 14:50 Uhr. ZeroHedge News - https: - BlackRock CEO "Very Bullish" On Bitcoin As Its ETF Crosses $17 Billion By Brayden Lindrea of CoinTelegraph BlackRock CEO Larry Fink has been “pleasantly surprised” by the performance of his firm’s spot Bitcoin exchange-traded fund and has reiterated he's “very bullish” on the long-term viability of Bitcoin. “IBIT is the fastest growing ETF...
Long Volatility Trade May Be A Widow-Maker No More
26.03.2024, 15:15 Uhr. ZeroHedge News - https: - Long Volatility Trade May Be A Widow-Maker No More Authored by Simon White, Bloomberg macro strategist, An unusual combination of divergences in the stock-market volatility space suggests the VIX is at elevated risk of pricing higher, and this may even happen with rising rather than falling equity prices. Volatility of volatility is near 10-year lows...
Priced-In Fed Rate-Cuts Are On Shakier Ground Than In UK And Europe
26.03.2024, 12:20 Uhr. ZeroHedge News - https: - Priced-In Fed Rate-Cuts Are On Shakier Ground Than In UK And Europe Authored by Simon White, Bloomberg macro strategist, Greater inflation expectations and receding recession risk leave the interest rate cuts priced in for the Federal Reserve more vulnerable than in the UK or Europe. The market currently sees a similar amount of rate cuts in 2024 for...
Election 2024: It's The Psychopathology, Stupid
26.03.2024, 04:40 Uhr. ZeroHedge News - https: - Election 2024: It's The Psychopathology, Stupid Authored by Roger L. Simon via The Epoch Times (emphasis ours), The deeper we get into the 2024 presidential election, the more pathological, in the psychological sense, our society appears. Dozens of anti-Trump protesters gather in Times Square, New York, on July 26, 2017. (Spencer Platt/Getty Images)...
Did You Spot The Gorilla In The Fed's Meeting Room?
21.03.2024, 13:26 Uhr. ZeroHedge News - https: - Did You Spot The Gorilla In The Fed's Meeting Room? Authored by Simon White, Bloomberg macro strategist, Monetary policy remains exceptionally loose given one of the fastest rate-hiking cycles seen. Pressure is likely to remain on rate expectations to move higher as the Federal Reserve reluctantly eases back on its December pivot, with the fed funds...
RFK Jr. Destroys His Candidacy With VP Pick
21.03.2024, 02:22 Uhr. ZeroHedge News - https: - RFK Jr. Destroys His Candidacy With VP Pick Authored by Roger L. Simon via The Epoch Times (emphasis ours), I interviewed Robert F. Kennedy Jr. for Epoch TV’s “Roller Coaster” series and also attended one of his birthday parties. In both instances, I liked the man, found him to be intelligent and personable, and also unafraid to take stands against...
Speculators' Zeal For Sterling At Risk From Inflation Skewering
20.03.2024, 14:23 Uhr. ZeroHedge News - https: - Speculators' Zeal For Sterling At Risk From Inflation Skewering Authored by Simon White, Bloomberg macro strategist, A rise in UK real rates relative to those in the US is potentially behind the very long speculative positioning in sterling. However, traders expecting the fall in UK inflation to drive the rise in the real rate are set to be disappointed...
Yen Tumbles After The First BOJ Rate Hike In 17 Years; It Won't Last
19.03.2024, 15:41 Uhr. ZeroHedge News - https: - Yen Tumbles After The First BOJ Rate Hike In 17 Years; It Won't Last It was one small step for the Bank of Japan, but a giant leap for the yen — albeit in the wrong direction, at least against the dollar. What gives? There are several explanations for why the yen moved sharply... in the wrong direction after a historic BOJ move meant to signal tightening...
Why The BOJ's Rate-Hike Is Actually Good For Markets
19.03.2024, 13:24 Uhr. ZeroHedge News - https: - Why The BOJ's Rate-Hike Is Actually Good For Markets Authored by SImon White, Bloomberg macro strategist, The Bank of Japan finally exited its negative-rate regime. Far from being restrictive, though, the move is paradoxically likely to be net stimulative. Stocks are set to benefit from a secular shift of domestic investors toward equities, prompted...
Rates Markets Are At A Hawkish Tipping-Point
18.03.2024, 13:52 Uhr. ZeroHedge News - https: - Rates Markets Are At A Hawkish Tipping-Point Authored by Simon White, Bloomberg macro strategist, The rates market in the US is once again on the threshold of expecting rates to peak at a higher level than the Federal Reserve. If the central bank does not raise its projections next week, the market may take the initiative and price higher rates. Traders...
Markets Are Still Waiting For Godot In China's Money Data
15.03.2024, 17:32 Uhr. ZeroHedge News - https: - Markets Are Still Waiting For Godot In China's Money Data Authored by Simon White, Bloomberg macro strategist, China’s money growth data for February released overnight modestly disappointed to the downside. Real M1 growth, which is one of the best cyclical leading indicators in China, has dipped lower again, driven by the rise in CPI from -0.7% to...
Retail Stocks Increasingly Exposed To Growth Slowdown
15.03.2024, 13:26 Uhr. ZeroHedge News - https: - Retail Stocks Increasingly Exposed To Growth Slowdown Authored by Simon White, Bloomberg macro strategist, Leading indicators for US retail sales are sending a more mixed message that points to a less upbeat outlook for consumption (~40% of which is retail sales) in the coming months. The retail equity sector is the most cyclical and therefore among...
Fed Liquidity Is Facilitating Market's Inflation Fantasy
14.03.2024, 14:13 Uhr. ZeroHedge News - https: - Fed Liquidity Is Facilitating Market's Inflation Fantasy Authored by Simon White, Bloomberg macro strategist, The market continues to anticipate a benign inflation outcome, but price growth is becoming ingrained and CPI is poised to begin rising again. Still, markets are able to ignore the inflation elephant in the room for now as central-bank reserve-based...
The Global North And South's Fight For LNG Energy Security Is Set To Intensify
14.03.2024, 12:20 Uhr. ZeroHedge News - https: - The Global North And South's Fight For LNG Energy Security Is Set To Intensify Authored by Simon Watkins via OilPrice.com, Since the Russian invasion of Ukraine, LNG has become the swing emergency energy supply for many of the developed countries that comprise the Global North. European LNG imports are still at similar levels to those throughout 2022...
Justice Arthur Engoron 'Shot' New York With 'Absurd Decision'
14.03.2024, 02:02 Uhr. ZeroHedge News - https: - Justice Arthur Engoron 'Shot' New York With 'Absurd Decision' Authored by Roger L. Simon via The Epoch Times (emphasis ours), It remains to be seen to what extent New York Supreme Court Justice Arthur Engoron put a stake in the heart of the once-great, now-beleaguered, city of New York, but he certainly didn’t help when he issued his draconian judgment...