Neueste Heute 07.05.2024 06.05.2024
"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...
Hurt / The Downward Spiral
02.05.2024, 16:56 Uhr. ZeroHedge News - https: - Hurt / The Downward Spiral By Michael Every of Rabobank Hurt / The Downward Spiral “I hurt myself today; To see if I still feel; I focus on the pain; The only thing that's real” Post-Fed, equities closed slightly lower yesterday (S&P -0.3%), 2-year Treasury bond yields dropped 10bps before rising slightly from that floor, and 10-years were down...
Biden's Red Sea Failure Shown In One Map
02.05.2024, 11:45 Uhr. ZeroHedge News - https: - Biden's Red Sea Failure Shown In One Map The US-led maritime coalition, Operation Prosperity Guardian, has been an utter failure in entirely securing critical shipping lanes in the southern Red Sea and deterring Iran-backed Houthis from attacking commercial vessels with drones and missiles near the Bab al-Mandab Strait. Days ago, we reported two...
Markets Are Very, Very Nervous Going Into The FOMC Decision
01.05.2024, 16:56 Uhr. ZeroHedge News - https: - Markets Are Very, Very Nervous Going Into The FOMC Decision By Michael Every of Rabobank Higher for Longer Anxiety Markets are very, very nervous going into the FOMC decision. The Wall Street Journal’s Timiraos tells us the Fed’s message will be “higher for longer”, language that had been dumped in December. It's another wait-and-see meeting...
UK Navy Reports Two Vessels Attacked In Red Sea, One Damaged
27.04.2024, 00:00 Uhr. ZeroHedge News - https: - UK Navy Reports Two Vessels Attacked In Red Sea, One Damaged Yemen's Iran-backed Houthi rebels may have launched attacks on two vessels transiting southwest of Mukha, a port city on the highly contested southern Red Sea. Bloomberg says the UK Navy has confirmed two attacks on vessels in a series of headlines hitting the Terminal around 1400...
The Next Global Hegemon Has To Be Even Larger Than The US
24.04.2024, 22:24 Uhr. ZeroHedge News - https: - The Next Global Hegemon Has To Be Even Larger Than The US By Michael Every of Rabobank "Where it will end is very much up for grabs." Yesterday’s manufacturing PMIs shouted “stagflation”, even if some heard “rate cuts”. German manufacturing was 42.2, French 44.9, and Eurozone 45.6, as services were 53.3, 50.5, and 52.9 - but Europe must now...
AI, Gold, & Nuclear War
17.04.2024, 22:23 Uhr. ZeroHedge News - https: - AI, Gold, & Nuclear War Authored by James Rickards via DailyReckoning.com, So-called artificial intelligence (AI) is taking the world by storm. Meanwhile, gold has shot up like a rocket over the past couple of months. In mid-February, gold was trading at $1,990. Two months later, gold is trading above $2,400 — a $410 gain in just two months. So here’s...
Heading For Supply Shock? Four Maritime Chokepoints Flash Red As Escalating Conflict Looms
16.04.2024, 00:41 Uhr. ZeroHedge News - https: - Heading For Supply Shock? Four Maritime Chokepoints Flash Red As Escalating Conflict Looms Just two days after Iranian commandos hijacked the Israeli-linked container ship MSC Aries in the Strait of Hormuz, it's important to highlight that chaos continues to erupt at key global maritime chokepoints. The hijacking of the Aries container ship was...
"Operation Praying Man Tis" Shows The US In Geopolitical Retreat
15.04.2024, 18:45 Uhr. ZeroHedge News - https: - "Operation Praying Man Tis" Shows The US In Geopolitical Retreat By Michael Every of Rabobank If all you focus on is Brent oil, 10-year US Treasury yields, and the US dollar, relax: they are roughly where they were at the close on Friday before Iran unleashed over 300 suicide drones, cruise missiles, and ballistic missiles at Israel: the geopolitical...
Middle East Crisis: Container Ship Hijacked Near Strait Of Hormuz Amid Soaring Iran Tensions
13.04.2024, 13:03 Uhr. ZeroHedge News - https: - Middle East Crisis: Container Ship Hijacked Near Strait Of Hormuz Amid Soaring Iran Tensions While Israel on Friday braced for cruise missile and suicide drone attacks, there are new reports on Saturday morning that Iranian commandos hijacked an Israeli-affiliated container ship heading towards the Strait of Hormuz. AP News says the British military's...
Houthis Boast Of Fresh Attack On 'Several' American Warships
20.02.2024, 20:23 Uhr. ZeroHedge News - https: - Houthis Boast Of Fresh Attack On 'Several' American Warships A military spokesman for Yemen's Houthis has announced the group carried out fresh attacks Tuesday, as they continue keeping up the pressure on the US-led naval coalition patrolling the Red Sea. Significantly, the spokesman announced in the new operation attacks using kamikaze drones "targeting...
Futures Flat As Tech Stocks Extend Gains
12.02.2024, 14:07 Uhr. ZeroHedge News - https: - Futures Flat As Tech Stocks Extend Gains After a record-matching 14 weeks of gains in the past 15 pushed the S&P to a new all-time high above 5000 last week on unbridled optimism about eventual Fed rate cuts and easing inflation pushed, S&P futures traded flat and near the top of Friday’s range, as traders paused their relentless buying after That...
Egypt Warns Israel: Rafah Invasion Could Negate '79 Peace Treaty
11.02.2024, 18:15 Uhr. ZeroHedge News - https: - Egypt Warns Israel: Rafah Invasion Could Negate '79 Peace Treaty With Israel on the verge of invading Gaza's southernmost city, Egypt is warning that such a move could trigger a suspension of the treaty that has maintained peace between the two countries since 1979, the Wall Street Journal reports. Israeli Prime Minister Benjamin Netanyahu on Friday...
Diesel Prices Primed To Rise Sharply In 2024
08.02.2024, 23:42 Uhr. ZeroHedge News - https: - Diesel Prices Primed To Rise Sharply In 2024 By John Kemp, senior market analyst Global stocks of diesel and other middle distillates are below normal and prices could start to rise quickly if the industrial economies of North America and Western Europe emerge from their lingering recession in 2024. Inventories of diesel, heating oil and gas oil were...
Red Sea Trouble Threatens US Freight Recovery
08.02.2024, 18:01 Uhr. ZeroHedge News - https: - Red Sea Trouble Threatens US Freight Recovery By Joe Antoshak of FreightWaves Federal Reserve Chair Jerome Powell said Sunday his committee is unlikely to consider cutting the federal funds rate at its next meeting in March. The implication from his remarks in a “60 Minutes” interview was that the board would not entertain the idea until the following...
"Boy, Markets Do Not Want To Sober Up When They Read The News"
08.02.2024, 16:25 Uhr. ZeroHedge News - https: - "Boy, Markets Do Not Want To Sober Up When They Read The News" By Michael Every of Rabobank I’m going to repeat an old joke I last made years ago in the Daily. In one Laurel and Hardy film, the two are broke and agree to share a last drink at the bar. Stan goes first - and finishes the whole glass in one gulp. Ollie, aghast, asks what happened. Stan...
Panama Canal Traffic By Shipment Category And Tonnage
08.02.2024, 05:36 Uhr. ZeroHedge News - https: - Panama Canal Traffic By Shipment Category And Tonnage Daily Panama Canal traffic has been steadily restricted to start the year, with an expected peak reduction of over 40% by February 2024 due to severe drought. The problem is already affecting supply chains for U.S. and Asian importers. In the graphic below, Visual Capitalist's Omri Wallach illustrates...
Mercantilism Is Coming Back Once Trump Is Re-Elected
06.02.2024, 17:10 Uhr. ZeroHedge News - https: - Mercantilism Is Coming Back Once Trump Is Re-Elected By Michael Every of Rabobank Do historical economic analysis or be history(?) Fed Chair Powell’s Sunday TV slot said a March rate cut was “Gone in Sixty Minutes”, hitting Treasuries on Monday, along with a hot ISM services PMI - but that wasn’t what grabbed my eye most. Rather, it was him...
ISM Services Accelerates, But Prices Surge Most In 11 Years
05.02.2024, 16:11 Uhr. ZeroHedge News - https: - ISM Services Accelerates, But Prices Surge Most In 11 Years Following Manufacturing surveys' surge in January (both S&P Global and PMI), Services surveys were both expected to rise also in January, tracking the rise in 'hard' data recently. S&P Global's ISM Services survey rose from 51.4 in December to 52.5 (final) in January (but declined from the...
US Coalition Has Attacked Nearly 40 Houthi Sites In Yemen This Weekend
04.02.2024, 17:06 Uhr. ZeroHedge News - https: - US Coalition Has Attacked Nearly 40 Houthi Sites In Yemen This Weekend On Sunday the Pentagon said its forces again struck an anti-ship cruise missile launch position in Yemen. A US Central Command (CENTCOM) statement said the operation was conducted in "self defense" against a Houthi cruise missile "prepared to launch against ships in the Red Sea"...
French Shipping Giant Is Latest To Suspend Red Sea Transit, As Details Emerge Of US Destroyer's 'Close Call'
02.02.2024, 20:00 Uhr. ZeroHedge News - https: - French Shipping Giant Is Latest To Suspend Red Sea Transit, As Details Emerge Of US Destroyer's 'Close Call' French container shipping giant CMA CGM has announced suspension of all its Red Sea transit due to security risks, Bloomberg has reported Friday, adding to a growing list of major firms now deeming the area too unsafe. The Bloomberg note additionally...
Escobar: How Yemen's 'Asabiyya' Is Reshaping Geopolitics
28.01.2024, 13:00 Uhr. ZeroHedge News - https: - Escobar: How Yemen's 'Asabiyya' Is Reshaping Geopolitics Authored by Pepe Escobar via The Cradle, The Arabic word Asabiyya, or 'social solidarity,' is a soundbite in the west, but taken very seriously by the globe's new contenders China, Russia, and Iran. It is Yemen, however, that is mainstreaming the idea, by sacrificing everything for the world's...
Egypt's Suez Canal Prepares To Rise Transit Fees, Potentially Intensifying Global Inflation
17.10.2023, 17:48 Uhr. ZeroHedge News - https: - Egypt's Suez Canal Prepares To Rise Transit Fees, Potentially Intensifying Global Inflation Egypt announced on Monday that it will increase transit fees for all types of vessels passing through the Suez Canal, a move that might further amplify global inflation concerns. According to a statement released by the Suez Canal Authority, transit fees for...
This Means War
09.10.2023, 15:29 Uhr. ZeroHedge News - https: - This Means War By Benjamin Picton and Michael Every of Rabobank Last week we described moves in the bond market as chaotic, but the silver lining was a sharp pullback in crude oil prices that saw Brent move from more than $97/bbl at one point to $84.58/bbl by the end of the week. It now looks as though that silver lining could be fleeting, as Hamas’s...
Reshoring Mentions By Top Execs Soar In Earnings Calls As 'Made In USA' Gains Traction
09.10.2023, 10:15 Uhr. ZeroHedge News - https: - Reshoring Mentions By Top Execs Soar In Earnings Calls As 'Made In USA' Gains Traction Geopolitical shifts are rejiggering top trade routes and capital flows worldwide. China's exports are shifting away from Western countries while Mexico is gaining more market share of US imports. A de-globalization theme continues to reshape global trade, driven...
The Kafr Qasem Massacre: Palestinians Deserve More Than an Annual Commemoration
06.11.2019, 20:25 Uhr. Net News Global - https: - On October 29 1956, under cover of the Suez crisis, Israel embarked upon yet another round of ethnic cleansing of Palestinian civilians as part of the ongoing Nakba which started in 1948. A curfew was imposed on eight Palestinian villages starting at 5 pm. Israeli troops were ordered to shoot anyone outside curfew hours. The curfew was communicated...
Un projet russe au bord du canal de Suez suscite l’intérêt de l’Afrique subsaharienne
04.11.2019, 08:15 Uhr. Net News Global - https: - Plusieurs pays africains se montrent intéressés par le projet de zone industrielle mutuelle russo-égyptienne en cours de réalisation en Égypte, a déclaré le ministre russe des Affaires étrangères. «La construction d’une zone industrielle russe sera prochainement lancée avec l’Égypte près du canal de Suez. Plus d’une vingtaine de grandes...
Le coup de tonnerre de la nationalisation de la Compagnie du canal de Suez
08.08.2019, 18:45 Uhr. Net News Global - https: - Il y a soixante ans, la France, le Royaume-Uni et Israël attaquaient l’Égypte du président Gamal Abdel Nasser, coupable d’avoir nationalisé la Compagnie du canal de Suez. Cette piteuse expédition marqua la fin de la domination coloniale sur l’Égypte. Analyse de l’événement et documents de l’époque....
Archives-dd&e : Suez, crise exemplaire
01.08.2019, 21:52 Uhr. Net News Global - https: - On fit de cette affaire un dernier sursaut maudit du colonialisme européen, parce que notre pensée est totalement subvertie et invertie par les idéologies que répand la modernité depuis le “déchainement de la Matière”. Ces interprétations souvent venues de milieux qui se targuent vertueusement d’être antiSystème, font magnifiquement...
London verteidigt seine Empire-Reste gegenüber dem Iran
27.07.2019, 13:52 Uhr. Net News Global - https: - Für Thierry Meyssan hat der Spannungsanstieg im Golf nichts mit einer angeblichen iranischen Gefahr zu tun. Es ist in Wirklichkeit die zweite Runde der iranischen anti-imperialistischen Politik von Mossadegh, zeitlich vor den Mullahs. London ist wie im Jahr 1952 zum Krieg bereit, um seine ungerechtfertigten wirtschaftlichen Vorteile zu verteidigen...
London verteidigt seine Empire-Reste gegenüber dem Iran, von Thierry Meyssan
23.07.2019, 10:11 Uhr. Voltaire Netzwerk - https: - Für Thierry Meyssan hat der Spannungsanstieg im Golf nichts mit einer angeblichen iranischen Gefahr zu tun. Es ist in Wirklichkeit die zweite Runde der iranischen anti-imperialistischen Politik von Mossadegh, zeitlich vor den Mullahs. London ist wie im Jahr 1952 zum Krieg bereit, um seine ungerechtfertigten wirtschaftlichen Vorteile zu verteidigen...
Djibouti au coeur des stratégies militaires mondiales ?
25.06.2019, 00:41 Uhr. Net News Global - decryptnewsonline.over-blog.com - Djibouti est et a toujours été un lieu stratégique de la Corne de l’Afrique, avec son ouverture sur le détroit de Bab el-Mandeb. C’est un point de contrôle du canal de Suez, qui voit passer une partie considérable du fret maritime mondial. Pays stable, il jouxte des zones ravagées par la guerre comme le Yémen et la Somalie, très proches...