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Neueste    Heute    27.03.2024    26.03.2024    + Doppelte News  

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...

Mr. Garland, Can I Vote In France And Spain?
12.03.2024, 21:23 Uhr. ZeroHedge News - https: - Mr. Garland, Can I Vote In France And Spain? Authored by Roger Simon via The Epoch Times, I would like to vote in France and Spain. And for that matter, I wouldn’t mind voting in Germany as well. I have opinions about the government in all three countries and I can even speak their languages relatively well, well enough to read the newspapers anyway...

Futures Drop As Nvidia Extends Slide, Japan Stocks Tumble, Bitcoin Hits $72,000
11.03.2024, 13:17 Uhr. ZeroHedge News - https: - Futures Drop As Nvidia Extends Slide, Japan Stocks Tumble, Bitcoin Hits $72,000 US equity futures are poised to open lower on Monday, extending Friday's slide into this data-heavy week after pulling back from all-time highs at the end of last week, with technology shares leading declines in the wake of data giving mixed signals about the strength of...

What The Western Press Didn't Say About The Leaked Luftwaffe Conversation
11.03.2024, 08:30 Uhr. ZeroHedge News - https: - What The Western Press Didn't Say About The Leaked Luftwaffe Conversation Authored by Eduardo Vasco, What if a conversation between Russian officials discussing the explosion of a bridge in Germany had been revealed? Would Western press coverage also treat the leak as something more serious than threats of military attack? On March 1, the editor-in-chief...

Angry Shouting Aside, Here's What Biden Is Running On
09.03.2024, 00:02 Uhr. ZeroHedge News - https: - Angry Shouting Aside, Here's What Biden Is Running On Last night, Joe Biden gave an extremely dark, threatening, angry State of the Union address - in which he insisted that the American economy is doing better than ever, blamed inflation on 'corporate greed,' and warned that Donald Trump poses an existential threat to the republic. But in between the...

Goldman Sees Stock Buybacks Topping $1 Trillion For First Time, Driven By Mega-Cap Giants
08.03.2024, 17:15 Uhr. ZeroHedge News - https: - Goldman Sees Stock Buybacks Topping $1 Trillion For First Time, Driven By Mega-Cap Giants Analysts at Goldman Sachs forecast that companies in the S&P 500 will buy back $925 billion in stock in 2024, and this number is expected to exceed $1 trillion by 2025. This increase in stock buybacks is mainly attributed to solid earnings from big tech firms and...

Stock Market's Top Will Outlast Your Disbelief
07.03.2024, 14:55 Uhr. ZeroHedge News - https: - Stock Market's Top Will Outlast Your Disbelief Authored by Simon White, Bloomberg macro strategist, The stock market is entering its topping phase. That’s not necessarily a reason, however, to hit the sell button as market tops typically persist long after fundamentals have ceased to support them, making them fraught with risks. The current market...

Gold's New High Signals Central Banks Fear Inflation
06.03.2024, 20:08 Uhr. ZeroHedge News - https: - Gold's New High Signals Central Banks Fear Inflation Authored by Simon White, Bloomberg macro strategist, Powell might not be overly worried about inflation - with his recent comments reiterating the Federal Reserve is on track to cut rates this year - but other central banks are not so relaxed. Gold’s new high signals global central banks are...

"While The Market Is Not Yet In Bubble Territory, Tech May Already Be"
05.03.2024, 18:02 Uhr. ZeroHedge News - https: - "While The Market Is Not Yet In Bubble Territory, Tech May Already Be" By Simon White, Bloomberg markets live reporter and strategist Fearlessness Is Carelessness in This Bull Market It’s getting a bit “number go up” in US equities. Despite the incessant advance, there are still several tailwinds to keep the rally intact. But that does not mean...

Bubbly Parts Of The Market Might Get Bubblier Still
05.03.2024, 14:33 Uhr. ZeroHedge News - https: - Bubbly Parts Of The Market Might Get Bubblier Still Authored by Simon White, Bloomberg macro strategist, The tech sector continues to drive returns in US stocks. Multiples are high, but still not quite as high as they reached on the eve of the dot-com bust, while most sectors’ earnings yield is not yet as unattractive as it was versus 10-year yields...

Global Markets Are Not Partying Like It's 1999 Yet
05.03.2024, 13:20 Uhr. ZeroHedge News - https: - Global Markets Are Not Partying Like It's 1999 Yet Authored by Simon White, Bloomberg macro strategist, Global equity markets are not yet as overbought as they were through much of the 1990s on several measures. US and many other stock markets continue in their seemingly inexorable ascent. Incessant rallies are often controversial – which is maybe...

ECB Rate-Cuts In Jeopardy As Disinflation Grinds To Halt
01.03.2024, 14:12 Uhr. ZeroHedge News - https: - ECB Rate-Cuts In Jeopardy As Disinflation Grinds To Halt Authored by Simon Black, Bloomberg macro strategist, Eurozone inflation data for January just came in higher than expected, as hinted by the readings in Germany, France, etc earlier this week. Euribor futures rallied a few basis points after the release (perhaps more hawkish data was expected)...

Low Volatility In Gold Is Calm Before Inflation Storm
01.03.2024, 13:21 Uhr. ZeroHedge News - https: - Low Volatility In Gold Is Calm Before Inflation Storm Authored by Simon White, Bloomberg macro strategist, Inflation is back on the radar this week after yesterday's release of PCE in the US. It showed a modest fall from the prior month in the headline print (but under the surface the picture was more worrying), lending credence to the bigger picture...

No Asset Class Is Remotely Ready For More Inflation
29.02.2024, 14:06 Uhr. ZeroHedge News - https: - No Asset Class Is Remotely Ready For More Inflation Authored by Simon White, Bloomberg macro strategist, Stocks, bonds, commodities and other real assets are dramatically unpriced for a resurgence in inflation. If fortune favors the prepared, then no market is going to have much luck. A re-acceleration in inflation is increasingly on the cards (see here)...

Overbought Stock Markets Often Become Even More Overbought
28.02.2024, 20:17 Uhr. ZeroHedge News - https: - Overbought Stock Markets Often Become Even More Overbought Authored by Simon White, Bloomberg macro strategist, When stock indices display signs of overboughtness, they typically go on to outperform. The S&P 500 and Nasdaq are overbought today, but there is little historically to prevent them from becoming more overbought before reversing. Market tops...

Stock Bull Market Might Just Be Getting Started, But...
27.02.2024, 20:27 Uhr. ZeroHedge News - https: - Stock Bull Market Might Just Be Getting Started, But... Authored by Simon White, Bloomberg macro strategist, The rally in equities might have much further to go, based on the positive outlook for liquidity. It might not seem like it after a seemingly relentless advance and fevered speculation, but the new bull market is comparatively mild versus the...

Fed And Treasury Ensure Dollar Downside Is Ahead
27.02.2024, 18:21 Uhr. ZeroHedge News - https: - Fed And Treasury Ensure Dollar Downside Is Ahead Authored by Simon White, Bloomberg macro strategist, The Fed’s pivot in December and the Treasury’s willingness to run persistently large fiscal deficits will lead the dollar to resume its downtrend from 2022 highs. Dollar strength seems to be in vogue again, but fiscal and monetary policy will...

Stock Rally Driven By A Less Hopeful Start To Year, But...
26.02.2024, 20:45 Uhr. ZeroHedge News - https: - Stock Rally Driven By A Less Hopeful Start To Year, But... Authored by Simon White, Bloomberg macro strategist, Markets are normally overly optimistic coming into a new year. This year, however, US economic and earnings expectations were unusually less hopeful versus fairly positive outturns.  That will make gains from here not as easy, as it will...

No, Virginia, Trump Has Not Lost A Step
26.02.2024, 14:35 Uhr. ZeroHedge News - https: - No, Virginia, Trump Has Not Lost A Step Authored by Roger L. Simon via The Epoch Times (emphasis ours), Don’t tell the legacy media or the various left-wing politicians, bureaucrats, intelligence agencies, and their minions, paid or unpaid, who wish him ill, but the meme they are seeking to promulgate, overtly and covertly, is dead wrong. Former United...

The Longer Biden's Pause On LNG Projects Goes On, The Better It Is For Russia
24.02.2024, 18:51 Uhr. ZeroHedge News - https: - The Longer Biden's Pause On LNG Projects Goes On, The Better It Is For Russia Authored by Simon Watkins via OilPrice.com, Last week’s attempt by the U.S.’s Republican-controlled House of Representatives to unblock the stoppage on approvals of permits for new liquefied natural gas (LNG) looks highly unlikely to succeed. Just after the White House’s...

Will Resurgent Inflation Savage The Tech Trade
22.02.2024, 21:45 Uhr. ZeroHedge News - https: - Will Resurgent Inflation Savage The Tech Trade By Simon White, Bloomberg Markets Live reporter and strategist Equity markets are facing mounting concentration risks as just a handful of stocks drive returns. Not only that, the mainly tech-related names dominating the move are highly exposed to inflation which is on the precipice of re-accelerating....

Rising Equity Valuations Are Helping To Avert A Credit Downturn, But...
20.02.2024, 14:45 Uhr. ZeroHedge News - https: - Rising Equity Valuations Are Helping To Avert A Credit Downturn, But... Authored by Simon White, Bloomberg macro strategist, The rise in valuations driving the stock rally points to further narrowing in investment-grade credit spreads. Credit looked markedly worse in 2023, with a downturn this year looking like a sure-fire bet. But conditions in credit...

Market's Bullishness On Euro Against Dollar Looks Misplaced
19.02.2024, 14:58 Uhr. ZeroHedge News - https: - Market's Bullishness On Euro Against Dollar Looks Misplaced Authored by Simon White, Bloomberg macro strategist, Speculators long the euro versus the dollar look out of step with real-rate differentials. However, the short positioning in the euro versus sterling looks more in tune with the interest rate outlook. Overall, speculators are flat the dollar...

Magnificent 7's Blistering Risk-Adjusted Return Is A Warning
17.02.2024, 16:30 Uhr. ZeroHedge News - https: - Magnificent 7's Blistering Risk-Adjusted Return Is A Warning Authored by Simon White, Bloomberg macro strategist, The fabled Magnificent 7’s return adjusted for volatility is higher than other main assets, and is closing in on levels that have previously been associated with pullbacks. The combination of high returns and low volatility is catnip for...

Fani Wiped From Fulton Cross-Exam After Shower-Shi**ing Testimony
16.02.2024, 17:20 Uhr. ZeroHedge News - https: - Fani Wiped From Fulton Cross-Exam After Shower-Shi**ing Testimony Perhaps the biggest takeaway from yesterday's testimony from Fulton County DA Fani Willis and her (now outed) secret lover she paid at least $600K to be special counsel was a national exhibition of the quality of people going after Donald Trump. For starters, Willis may have admitted...

Mr. Bean Was Right – And So Was Toyota
16.02.2024, 02:21 Uhr. ZeroHedge News - https: - Mr. Bean Was Right – And So Was Toyota Authored by Duggan Flanakin via RealClear Wire, When auto (even EV driving) enthusiast Rowan Atkinson – Mr. Bean to his fans – last June wrote in The Guardian that there are “sound environmental reasons” why “keeping your old petrol car may be better than buying an EV,” he was vilified as a eco-traitor...

Yield-Curve Bear-Steepening Spells Trouble For Markets
15.02.2024, 20:05 Uhr. ZeroHedge News - https: - Yield-Curve Bear-Steepening Spells Trouble For Markets Authored by Simon White , Bloomberg macro strategist, The yield curve has proven a poor (or very early) recession indicator in this cycle. This year, though, it will be far more useful in describing the evolution of liquidity and of funding markets, both critical to highlighting when the stock...

UK (& Japan) Shows Markets Go Up, Not Down After Technical Recessions
15.02.2024, 14:26 Uhr. ZeroHedge News - https: - UK (& Japan) Shows Markets Go Up, Not Down After Technical Recessions Authored by Simon White, Bloomberg macro strategist, The UK and Japan slipping into mild technical recessions with today’s GDP releases is an opportune moment to underscore that, while such developments may generate a lot of headlines, they have no forward-looking information content...

Wall Street And Hollywood Titans Team Up To Back Biden
14.02.2024, 16:46 Uhr. ZeroHedge News - https: - Wall Street And Hollywood Titans Team Up To Back Biden Authored by Austin Alonzo via The Epoch Times (emphasis ours), The rich and famous are ready to bankroll the Biden campaign, according to federal disclosures. Accounting for all of its financial mechanisms, the Biden campaign entered 2024 with more than $100 million on hand. President Joe Biden...

It's Feeling Like "Last Days Of Rome": Market Heading For Giant Gamma-Squeeze Blow-Off Top
13.02.2024, 18:49 Uhr. ZeroHedge News - https: - It's Feeling Like "Last Days Of Rome": Market Heading For Giant Gamma-Squeeze Blow-Off Top By Simon White, Bloomberg markets live reporter and strategist Options-driven fever of investors fearful of missing out in a market at all-time highs is helping push stocks higher, and has the potential to culminate in a blow-off top. FOMO is once again in evidence...

Not Just The UNRWA, Shut Down The UN
12.02.2024, 19:40 Uhr. ZeroHedge News - https: - Not Just The UNRWA, Shut Down The UN Authored by Roger Simon via The Epoch Times, As if the participation of United Nations Relief and Works Agency for Palestine Refugees in the Near East (UNRWA) employees in the Hamas rape and beheading festival in Southern Israel Oct. 7 weren’t enough, there’s this from the Times of Israel of Feb 10: “GAZA CITY...

Israel Rescues Two Hostages In Daring Raid As Rafah Assault In Full Swing
12.02.2024, 19:20 Uhr. ZeroHedge News - https: - Israel Rescues Two Hostages In Daring Raid As Rafah Assault In Full Swing Overnight and into Monday Israel's ground and air operation against Hamas in the southern Gaza city of Rafah appears to have ramped up into a full scale assault, but which has already born fruit for Israel with the freeing of two hostages, a rarity on the active battlefield. "In...

Inflation Uncertainty Leaves Global Bonds On Thin Ice
12.02.2024, 18:01 Uhr. ZeroHedge News - https: - Inflation Uncertainty Leaves Global Bonds On Thin Ice Authored by Simon White, Bloomberg macro strategist, Inflation may have fallen from its peak around the world, but in the inflationary regime in which we remain, upside surprises are more likely. That would worsen already weak liquidity in global bonds and heighten the risk of rising yields. Global...

Neueste    Heute    27.03.2024    26.03.2024    + Doppelte News