Neueste Heute 04.05.2024 03.05.2024
US Traders Took Powell's Pivot More Seriously Than Foreigners
02.05.2024, 15:29 Uhr. ZeroHedge News - https: - US Traders Took Powell's Pivot More Seriously Than Foreigners Authored by Simon White, Bloomberg macro strategist, Most of the hawkish tilt in yields and rise in Federal Reserve interest rate expectations this year has come in non-US trading hours. A dovish repricing would therefore require (other things equal) a change of trading direction only in...
Americans Are Increasingly Negative About China
28.04.2024, 04:46 Uhr. ZeroHedge News - https: - Americans Are Increasingly Negative About China Data by Gallup shows that Americans' views of China have continued to worsen after 2018. The deterioration started with the U.S.-China trade war under President Donald Trump, continued during the coronavirus pandemic that originated in China and has recently taken on yet another dimension among concerns...
Another Russian Oil Refinery Hit By Ukrainian Kamikaze Drones
27.04.2024, 17:07 Uhr. ZeroHedge News - https: - Another Russian Oil Refinery Hit By Ukrainian Kamikaze Drones Ukrainian military planners have been ramping up Kamikaze drone strikes against the Russian energy industrial complex this week, including an overnight attack damaging an oil refinery as Western sanctions fail to crush Putin's oil-rich economy that funds the "special military operation"...
The Fallacy That Rules The World
26.04.2024, 00:25 Uhr. ZeroHedge News - https: - The Fallacy That Rules The World Authored by Jeffrey Tucker via The Epoch Times, Smart people know to avoid fallacies. One of them is known as the fallacy of post hoc ergo propter hoc. It’s Latin for “after this, therefore because of this.” The classic example concerns the rooster and the sunrise. Every morning before the sun comes up, the rooster...
Gold Prices: Beyond Inflation And Real Yields
25.04.2024, 18:28 Uhr. ZeroHedge News - https: - Gold Prices: Beyond Inflation And Real Yields Authored Robert Burrows via BondVigilantes.com, Renowned for its role as a hedge against economic uncertainty and inflation, gold has long captivated investors. One key factor influencing gold’s price is the relationship between real yields and inflation. Over the long term, gold has protected one against...
Governments Could Stop Inflation If They Wanted... They Will Not
22.04.2024, 20:26 Uhr. ZeroHedge News - https: - Governments Could Stop Inflation If They Wanted... They Will Not Authored by Daniel Lacalle, Inflation is no coincidence. It is a policy. Governments, along with their so-called experts, attempt to persuade you that inflation stems from anything other than the consistent, albeit slower, rise in aggregate prices year after year. Issuing more currency...
Tit-For-Tat Responses From Beijing To Trade Restrictions May Bring About A Full-Blown Trade War
22.04.2024, 04:10 Uhr. ZeroHedge News - https: - Tit-For-Tat Responses From Beijing To Trade Restrictions May Bring About A Full-Blown Trade War By John Liu, Zhu Lin and Abhishek Vishnoi, Bloomberg Markets Live reporters and strategists China’s most-promising industries are facing a growing threat of trade restrictions from Western governments, blurring the outlook for stocks that have the potential...
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...
Peter Schiff: The Data Looks Grim For The Dollar
17.04.2024, 13:45 Uhr. ZeroHedge News - https: - Peter Schiff: The Data Looks Grim For The Dollar Via SchiffGold.com, Peter’s back in Puerto Rico this week for his podcast after another week of record gold prices. In this episode, he discusses media coverage of inflation, this week’s CPI report, and Bitcoin’s weakening price relative to gold. Peter starts by recapping this week’s price action...
UK, France, Germany Join Biden's Call For Israel's Restraint While Russia Defends Iran's Strike As 'Self-Defense'
15.04.2024, 14:51 Uhr. ZeroHedge News - https: - UK, France, Germany Join Biden's Call For Israel's Restraint While Russia Defends Iran's Strike As 'Self-Defense' As Israel's war cabinet again meets Monday to debate how to respond to Iran's first-ever direct attack on Israel, intense international reaction continues, with leading European countries joining the Biden White House in urging restraint...
Biden's Sticky Inflation: Auto Insurance Rates Record Biggest Annual Jump Since 1976
13.04.2024, 17:05 Uhr. ZeroHedge News - https: - Biden's Sticky Inflation: Auto Insurance Rates Record Biggest Annual Jump Since 1976 Joe Biden's sticky inflation continues to ravage the working poor as Bidenomics falls flat on its face. The president's ally at the Federal Reserve, Jerome Powell, has yet to achieve the 2% inflation Fed target ahead of the November elections. As inflation heats...
The Freedom That Once Was The Internet
13.04.2024, 01:40 Uhr. ZeroHedge News - https: - The Freedom That Once Was The Internet Authored by Jeffrey A. Tucker via The Epoch Times (emphasis ours), It’s time to declare as regards the internet of old: Requiescat in Pace. In this photo illustration an internet page is displayed on a computer screen in London, England, on April 13, 2006. (Scott Barbour/Getty Images) It’s dead. We might as...
Policies Meant To Address Climate Change Can Worsen Human Suffering
03.11.2023, 11:32 Uhr. ZeroHedge News - https: - Policies Meant To Address Climate Change Can Worsen Human Suffering Authored by Philip Rosetti & Robert G. Eccles via RealClear Wire, Few people today would deny the negative impacts that pollution and climate change can have on human health and well-being. The challenge lies in tackling this given that there are almost always tradeoffs that must ...
"I Pray To God This Isn't World War III"
01.11.2023, 00:46 Uhr. ZeroHedge News - https: - "I Pray To God This Isn't World War III" Submitted by QTR's Fringe Finance If there's one takeaway I have from witnessing the discourse over the Israeli-Palestinian conflict, it's that nuance is an absolute necessity when discussing it, yet nobody seems able to exercise even a modicum of nuance while doing so. Because the issue is complex, polarizing...
"More Like A Train Wreck Than A Soft Landing" - Dallas Fed Services Sector Survey Slumps In October
31.10.2023, 17:46 Uhr. ZeroHedge News - https: - "More Like A Train Wreck Than A Soft Landing" - Dallas Fed Services Sector Survey Slumps In October Growth in Texas service sector activity stalled in October, according to business executives responding to the Texas Service Sector Outlook Survey. The revenue index, a key measure of state service sector conditions, fell eight points to 0.7, with the...
"Hearing A Lot More 'I Cannot Afford This'" - Sinking Dallas Fed Survey Signals "The Economy Is Slowing"
30.10.2023, 16:45 Uhr. ZeroHedge News - https: - "Hearing A Lot More 'I Cannot Afford This'" - Sinking Dallas Fed Survey Signals "The Economy Is Slowing" Perceptions of broader business conditions continued to worsen in October, according to The Dallas Fed Manufacturing Survey. The general business activity and company outlook indexes remained largely unchanged at -19.2 and -17.1, respectively. Source:...
Testing The Financial Structures Inspired By Easy Money
30.10.2023, 15:25 Uhr. ZeroHedge News - https: - Testing The Financial Structures Inspired By Easy Money Authored by Jesse Felder via The Felder Report, Rising interest rates have historically created problems for certain areas of the economy and markets but they may be especially pernicious today given both the speed and magnitude of the rise and the risk-taking behaviors engendered by the extreme...
Dollar's Fate Is Sealed As Fed's Independence Eroded
26.10.2023, 17:05 Uhr. ZeroHedge News - https: - Dollar's Fate Is Sealed As Fed's Independence Eroded Authored by Simon White, Bloomberg macro strategist, US fiscal policy is increasingly infringing upon the Federal Reserve’s independence, heightening already elevated secular inflation risks and condemning the dollar to an even deeper debasement in its value... It was good while it lasted. But the...
Wall Street Vol Legend "50 Cent" Unveils His Top 2024 Trade With "Extraordinary Upside"
26.10.2023, 00:02 Uhr. ZeroHedge News - https: - Wall Street Vol Legend "50 Cent" Unveils His Top 2024 Trade With "Extraordinary Upside" Jonathan '50 cent' Ruffer - infamous for his scooping up massive profits in front of the options market steamroller over the past few years - is back with a new trade for 2024: Japanic! Jonathan '50 cent' Ruffer Instead of snapping up VIX options priced at 50 cents...
The BOJ Pain Threshold Is Near, If Not Already Reached
24.10.2023, 19:01 Uhr. ZeroHedge News - https: - The BOJ Pain Threshold Is Near, If Not Already Reached By Ven Ram, Bloomberg markets live reporter and strategist Shorter-dated volatility expressions in Japan’s currency markets may be underpricing the risk of sharp moves in the yen ahead of this month’s central bank review. For instance, the two-week implied volatility on USD/JPY is hovering around...
Bitcoin & Bonds Bid After 'Bearish-Bill' Bails; Black Gold & The Buck Breakdown
23.10.2023, 22:01 Uhr. ZeroHedge News - https: - Bitcoin & Bonds Bid After 'Bearish-Bill' Bails; Black Gold & The Buck Breakdown I don't like Mondays..." anymore... There have been 15 'Up' Mondays in a row for US equities (there hasn't been a down Monday since before July 4th) until today... Geopolitically, things did not appear to get seriously worse over the weekend but BoJ YCC-change chatter and...
Long Bond Trade Hinges On Health Of The Service Economy
23.10.2023, 15:07 Uhr. ZeroHedge News - https: - Long Bond Trade Hinges On Health Of The Service Economy Authored by Simon White, Bloomberg macro strategist, It’s hard to see what would drive a significant and sustained rally in bonds without a US recession. A downturn hinges on the services part of the economy, where the outlook is balanced. Powell’s comments on Thursday gave fuel to hawks...
"Cardboard Box Recession" An Ominous Sign Of Faltering Consumer, Schwab Warns
21.10.2023, 22:57 Uhr. ZeroHedge News - https: - "Cardboard Box Recession" An Ominous Sign Of Faltering Consumer, Schwab Warns Earlier this year, Charles Schwab analyst Jeffrey Kleintop said the US was sliding into a "cardboard box" recession as consumers and small businesses were pressured by soaring interest rates and elevated inflation. On Tuesday, Kleintop joined Morningstar's The Long View...
You Must Be In 'The Six-Figure Club' To Afford A House
21.10.2023, 18:17 Uhr. ZeroHedge News - https: - You Must Be In 'The Six-Figure Club' To Afford A House The latest housing data shows soaring mortgage rates, elevated prices, and limited inventory continue to worsen the affordability crisis. New data from real estate brokerage Redfin Corp. indicates homebuyers now need a whopping $114,000 salary to afford a median-priced home of $412,000 in September...
The Cult Of 'Forever Low' Interest Rates Had To End Sometime
16.10.2023, 18:01 Uhr. ZeroHedge News - https: - The Cult Of 'Forever Low' Interest Rates Had To End Sometime Authored by Veronique de Rugy via The Epoch Times, Countless financial soothsayers and Wall Street wizards were once members of a curious cult. Their doctrine? The unshakable belief that interest rates had managed to find something resembling the fabled Fountain of Youth, leaving their numbers...
Worsening Treasury Liquidity Keeping Fixed-Income Vol Elevated
16.10.2023, 14:52 Uhr. ZeroHedge News - https: - Worsening Treasury Liquidity Keeping Fixed-Income Vol Elevated Authored by Simon White, Bloomberg macro strategist, Poor liquidity in the Treasury market is contributing to a rise in implied and realized fixed-income volatility. A re-increase in inflation volatility means this dynamic is likely to persist. Despite being one of the deepest markets in...
Climate Activists Seek To Save The Planet By Cutting-Down & Burying Trees
15.10.2023, 19:25 Uhr. ZeroHedge News - https: - Climate Activists Seek To Save The Planet By Cutting-Down & Burying Trees Authored by Autumn Spredemann via The Epoch Times (emphasis ours), Cutting down trees to manage wildfires isn't a new thing, although it remains a hotly debated practice. (George Frey/AFP Via Getty Images) Tree thinning is a disputed procedure that has drawn as much criticism...
"Pull It!!"
11.10.2023, 22:45 Uhr. ZeroHedge News - https: - "Pull It!!" Authored by Jim Quinn via The Burning Platform blog, “The illusion of freedom will continue as long as it’s profitable to continue the illusion. At the point where the illusion becomes too expensive to maintain, they will just take down the scenery, they will pull back the curtains, they will move the tables and chairs out of the way...