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28/1 07:38 af Helge Larsen/PI-redaktør |
Reuters
@Reuters
Apple logs record quarterly smartphone shipments, Huawei in freefall (link)
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28/1 07:37 af Helge Larsen/PI-redaktør |
Bloomberg Middle East
@middleeast
·
8m
JUST IN: Dubai’s stock index slumped the most in a week as the city imposed further restrictions on travel as virus cases surge (link)
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28/1 07:36 af Helge Larsen/PI-redaktør |
Reuters Business
@ReutersBiz
·
5m
Australia central bank cash rate seen at record low; QE likely to extend: Reuters poll (link)
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28/1 07:35 af Helge Larsen/PI-redaktør |
euters
@Reuters
·
4m
GameStop surge leaves U.S.-based mutual funds and ETFs behind (link)
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27/1 07:47 af Occam |
Apple efter 22:00.
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26/1 06:35 af Helge Larsen/PI-redaktør |
Finwire News @Finwire
God morgon! I dag rapporterar EQT kl 07.00, Byggmax kl 08.00, Creades kl 08.30, Autoliv och Epiroc kl 12.00. Många USA-rapporter i dag, däribland Johnson & Johnson före kl 15.30, Microsoft och Texas Instruments efter kl 22.00. SEB släpper en ny konjunkturprognos, kl 07.00.
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25/1 07:36 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
Tech companies thrived during Covid. Which ones will lose after the pandemic? (link) via @BW
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25/1 07:35 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
Iraq is in talks with the IMF for a $6 billion loan to prop up its ailing economy, Finance Minister Ali Allawi said in an interview in Baghdad (link)
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25/1 07:34 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
Toshiba shares surge as much as 16%, the most in 3 years, after the company announced it will return to the first section of the Tokyo and Nagoya stock exchanges (link)
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25/1 07:34 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
-The world economy faces a tougher start to 2021 than expected -Australia says ‘inevitable’ Google will have to pay for news -Fed takes U.S. fiscal temperature in new era of Biden Here’s the latest news and analysis from Bloomberg @economics (link)
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25/1 07:33 af Helge Larsen/PI-redaktør |
Joanna Ossinger @ossingerj
Bitcoin's return to $40,000 is in doubt due to faltering demand for the biggest fund tracking the digital asset, according to JPMorgan (link) …
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25/1 07:33 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
The world is witnessing the greatest rise in inequality on record (link)
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25/1 07:33 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
India’s economy showed signs a recovery is taking root as waning virus cases and a vaccine roll-out supported sentiment (link)
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23/1 19:22 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
2 t
‘Frothy Squared’: Crypto firms are lining up to tap market mania. After watching investors pour millions into blank-check comps & seeing likes of JFrog & Snowflake surge after debuts, at least 8 crypto firms are eyeing IPOs. Coinbase has already filed. (link)
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23/1 19:20 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
1 t
Looks as if Wall St. is ripe for a correction. The avg S&P return in Feb of a new presidency is a decline of 4%, just 2% when including incumbent presidents, SRP says.(link)
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23/1 13:19 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
2 t
Just to put things into perspective: The FANG+ index has tracked the large Central Bank stimulus, DB chart highlights. (link)
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23/1 13:17 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
2 t
In case you missed it: Nasdaq has closed at another ATH. But many indicators indicate an overheating of the market. Put/call ratio at lows. Cash ratio of funds also raises the alarm.
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21/1 15:33 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
1h
#ECB leaves rates unch at record lows: Depo rate at -0.5%, Main Refi at 0%. Rates at present or lower until #inflation goal near. Affirms size of Pandemic Purchase Program at €1.85tn. ECB to reinvest maturing PEPP bonds at least through end-2023.
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21/1 11:56 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
2h
Just to put things into perspective: Ratio of calls to put has dropped to 0.4, near 10y low, signalling Mr Market is a bit unanchored from econ reality.
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21/1 07:48 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
7 t
Biden good for #Gold: Spot surged as Joe Biden was sworn in as the 46th U.S. president on Wed. The metal’s 1.7% advance, came as the dollar weakened for a third straight day and Bitcoin plunged on regulation fears.
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20/1 19:44 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
1 t
Joe Biden was sworn in as the 46th President of the United States, taking control of a nation wracked by a deadly pandemic, record-high debt, and burgeoning social unrest to cap the most acrimonious transfer of power in modern American history. (link)
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20/1 19:42 af Helge Larsen/PI-redaktør |
Bloomberg Economics @economics
U.S. homebuilder confidence slipped to a 4-month low in January (link)
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20/1 19:42 af Helge Larsen/PI-redaktør |
zerohedge @zerohedge
Nomura Identifies A Buyer Of Up To $100 Billion In Stock Futures In The Next Month (link) …
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20/1 19:41 af Helge Larsen/PI-redaktør |
Joe Weisenthal @TheStalwart
China just announced sanctions against Mike Pompeo, Navarro, Bannon and others (Google Translated version) (link) …
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20/1 19:40 af Helge Larsen/PI-redaktør |
Joe Weisenthal @TheStalwart
The stock market jumped the second Biden become President (link) …
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20/1 19:39 af Helge Larsen/PI-redaktør |
Richard Paulsen @richardpaulsen
Mitt issue er at vi har vært en "åpenbar trade" siden Biden tok klar ledelse i valget, med ESG og Tesla i vanvittig tempo inn mot subsidier og klimastatsstøtte. Nå som vi står her, kan dette vise seg å være en crowded trade, med litt nedside kommende uker/måneder. (link) …
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19/1 19:51 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
8 t
#Bitcoin
overtakes "Long tech" as most crowded trade in BofA fund manager survey. Long Bitcoin jumps to top w/36% of FMS investors saying it is the most “crowded trade” dethroning “Long tech” for first time since Oct’19. #2 Long Tech, #3 Short US dollar, #4 Long Corporate Bonds.(link)
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19/1 19:48 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
4 t
#ECB balance sheet back >€7tn ahead of this week's meeting. Hit fresh ATH at €7,015.7bn as Lagarde keeps printing press rumbling. ECB's total assets now equal to 69% of #Eurozone GDP vs Fed's 35%, BoJ's 130%, BoE's 36.4%.(link)
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19/1 19:43 af Helge Larsen/PI-redaktør |
Jesse Felder
@jessefelder
·
1h
'Monetary expansion has also been robust in much of the rest of the world, but nowhere nearly as pronounced as in the US. The money created by the Fed is going directly into the bank accounts of individuals and firms.' (link)
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19/1 19:41 af Helge Larsen/PI-redaktør |
Joe Weisenthal
@TheStalwart
·
3h
So with shares of $GM now going nuts and soaring to all-time highs, is the market just saying that the whole auto space is going to be way bigger in the future? Like everyone's gonna be a winner? (link)
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19/1 19:41 af Helge Larsen/PI-redaktør |
Jesse Felder
@jessefelder
·
1h
BofA's fund manager poll shows a record amount of risk taking: (link)
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19/1 19:40 af Helge Larsen/PI-redaktør |
Peter Schiff
@PeterSchiff
·
1h
The statement that U.S. industry will be rendered more globally competitive as a result of more regulation and higher taxes is absurd. But it becomes dangerous when such a view is held by a U.S. Senator serving on the Banking Committee and by the incoming Sec. of the Treasury.
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19/1 19:39 af Helge Larsen/PI-redaktør |
Eric Nuttall
@ericnuttall
·
4h
The oil market is healing! The IEA is forecasting that OECD inventories in December fell by a whopping 67MM Bbls resulting in the "surplus to the 5 year avg" falling to 119MM Bbls...a big improvement vs. the 272MM Bbl surplus in June. Normalized inventories by Summer w/ $60WTI?
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19/1 19:39 af Helge Larsen/PI-redaktør |
Peter Schiff
@PeterSchiff
·
7m
When it comes to economics watching Sec. of the Treasury nominee Janet Yellen fielding questions from the Senate Banking Committee is a perfect example of the blind leading the blind. Those who have the clarity to see what they don't should divest of U.S. assets and dollars ASAP.
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19/1 19:37 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
#ECB balance sheet back >€7tn ahead of this week's meeting. Hit fresh ATH at €7,015.7bn as Lagarde keeps printing press rumbling. ECB's total assets now equal to 69% of #Eurozone GDP vs Fed's 35%, BoJ's 130%, BoE's 36.4%.
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17/1 09:04 af Helge Larsen/PI-redaktør |
Ingen generell boble, men flere tegn på eufori(link)
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16/1 20:22 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
45 min
#Dollar bearishness hit new ATH. Investors ramped up their bearish bets against the Dollar most since early-Aug 2020 w/USD’s net short reaching its highest mark on record (in dollar terms) at $35bn. (via Scotia)(link)
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16/1 14:05 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
4 t
#Bitcoin
’s record-breaking rally seems to have hit a wall, w/prices to finish the week <$37k.(link)
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16/1 07:35 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
8 t
This chart is a sign of our speculative times: the smaller the stock- the better the performance this Werk: Retail investors are flocking to penny stocks. They swarmed to anything w/the potential for big returns, BBG reports. Fueled by day traders, volume in penny stocks exploded(link)
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13/1 22:26 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
4 t
#Euro drops on another pol crisis in Italy. Former PM Matteo Renzi said he’s pulling his party’s ministers from #Italy’s gov coalition, putting the administration’s future at risk in the midst of the Covid-19 pandemic.
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12/1 18:40 af Helge Larsen/PI-redaktør |
Reuters
@Reuters
Analysis: The trillion dollar weapon in the U.S.-China tech stock war (link)
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12/1 10:18 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
1h
#Bitcoin
roller coaster renews 'the mother of all bubbles' discussions. 900% advance since 2018 has been so swift that it dwarfs all other boom cycles during past 50yrs, from gold’s rally in 1970s to Nikkei’s surge in 1980s to Nasdaq 100’s run in 1990s. (link)
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12/1 08:12 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
7h
Big names in the world of finance beginning to call out the #Fed & other CenBanks for their role in ramping up econ inequality & manipulating fin mkts. "I don’t think CenBanks realize how much irresponsible risk-taking is going on," Allianz El-Erian says. (link)
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12/1 07:35 af Helge Larsen/PI-redaktør |
FactSet @FactSet
FactSet Senior Earnings Analyst John Butters was quoted in this article "Weighing The Week Ahead: Can Earnings Growth Justify Current Stock Prices?" posted to @SeekingAlpha over the weekend: (link)
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12/1 07:17 af Helge Larsen/PI-redaktør |
Sverige: FINWIRE NEWS @Finwire
God morgon! It-återförsäljaren Dustin rapporterar sitt första kvartal, september till november 2020, kl 08:00. Dagligvarubolaget ICA rapporterar försäljningen i Sverige i december, kl 08:45 och flygbolaget SAS passagerartrafiken i december, kl 11:00.
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12/1 07:16 af Helge Larsen/PI-redaktør |
Norge: DNB Markets @DNBMarkets
God morgen; Siden stengetid i Oslo i går er S&P Futures -0.1%, Brent +0.3%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.1%, Hang Seng +0.4%. Fokus i dag på EQNR, NKR, PGS, SAS, TECO, oljeservice- og sjømatsektor, US politikk #aksjer #osebx
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12/1 07:16 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
-U.S. futures ⬆️ -Shares rise in China and Hong Kong -South Korea stocks ⬇️ -Ten-year Treasury yields climb to 1.15%, the highest level since March -Oil falls to $52.17 (link)
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11/1 20:12 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
It's the DCF, stupid! Tech titans tumble as US 10y yields jump >1.10%.(link)
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11/1 20:10 af Helge Larsen/PI-redaktør |
Holger Zschaepitz
@Schuldensuehner
·
48 min
#Bitcoin
extends losses as UK's financial regulator FCA issued a very blunt warning about the rise of bitcoin and other cryptocurrencies: 'Prepare to lose all your money.'
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11/1 07:38 af Helge Larsen/PI-redaktør |
Bloomberg Markets @markets
Samsung surges with Intel considering chip outsourcing (link)
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