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    Sven Henrich
    Sven Henrich

    But QE and rate cut...

    Nov 22, 09:41

    Holger Zschaepitz
    Holger Zschaepitz

    German manufacturers appear to have put the worst of a year-long slump behind. German manufacturing PMI rose to 43.8 in Nov, highest in 5mths and above estimates of 42.8. BUT Service PMI w/51.3 way below estimates of 52, so a mixed message from german PMI.

    Media
    Nov 22, 09:36

    Sven Henrich
    Sven Henrich

    Investors have been following the central bank put all year to sky high market valuations on the presumption that growth would magically reflate as a result. So far there is precious little evidence of a meaningful rebound. What if there isn't one?

    Nov 22, 09:15

    Sven Henrich
    Sven Henrich

    "flash services PMI fell to a 10-month low of 51.5 in November from 52.2, "Manufacturing remains in its deepest downturn for six years amid ongoing trade woes, and November saw further signs of the weakness spilling over to services, notably via slower employment growth,"

    Nov 22, 09:13

    Holger Zschaepitz
    Holger Zschaepitz

    Does Lagarde leadership mean on the one hand… on the other hand? Says mon union focused too much on risk-sharing is likely to produce moral hazard, which harms union as a whole. But on other hand, prioritising risk reduction is likely to lead to opposite problem: fragile growth.

    Media
    Nov 22, 09:12

    Holger Zschaepitz
    Holger Zschaepitz

    #ECB strategy review will begin in the near future, Lagarde has said. Maybe then she'll understand what her job is. Not political squabbling, but ensuring price stability. Lagarde’s first major public speech didn’t go too far into the specifics of MonPol.

    Nov 22, 09:01

    Sven Henrich
    Sven Henrich

    Translated: In addition to us printing money forever it would be helpful if governments would go balls deep into debt.

    Nov 22, 08:59

    Holger Zschaepitz
    Holger Zschaepitz

    Lagarde to continue the #ECB’s push for fiscal policy to step up: “We will continuously monitor the side effects of our policies. Monetary policy could achieve its goal faster and with fewer side effects if other policies were supporting growth alongside it.”

    Media
    Nov 22, 08:47

    Holger Zschaepitz
    Holger Zschaepitz

    #ECB President Lagarde says Europe needs a new policy mix.

    Media
    Nov 22, 08:34

    Holger Zschaepitz
    Holger Zschaepitz

    #China's banks trade below book value, signal economic stress ahead.

    Media
    Nov 22, 08:08

    Erik Fossing Nielsen
    Erik Fossing Nielsen

    “Greenland Group” defaulted on substantial payment on construction Now I’m starting to wonder if that’s why Trump wanted to buy Greenland. Did he confuse a Chinese construction company with the northern part of Denmark and the inland ice? Very likely!

    Nov 22, 07:37

    Holger Zschaepitz
    Holger Zschaepitz

    Deutsche Banks expects a temporary increase in #ECB communications volatility at first as the market learns to interpret signals from new president Lagarde. The initial expectation is that she will be more consensus-driven & less prone to pre-announcing policies than Draghi was.

    Media
    Nov 22, 07:01

    Holger Zschaepitz
    Holger Zschaepitz

    After 3 wks in the job, all eyes on ECB President Lagarde's first real pol speech today due at 0930 CET. She'll be speaking at #EuroFinanceWeek & investors will be looking for any clues on rate pol as ECB so far failed to spur inflation expectation despite rumbling printing press

    Media
    Nov 22, 06:39

    Chris Ciovacco
    Chris Ciovacco

    For the most part, there are three major forms of a market hypothesis w/some secular, fractal, & cyclical variations: Bullish Trend Consolidation/Range Bearish Trend The objective of ongoing research is to confirm or contradict the current working hypothesis. #TryToPokeHoles

    Media
    Nov 22, 06:15

    Holger Zschaepitz
    Holger Zschaepitz

    Good Morning from #Germany where abrupt rise in rates would batter banks. German lenders have expanded their maturity transformation in response to falling interest rates. Share of new loans for house purchase w/interest rate lock-in period >10yrs has doubled to 50% within 10yrs.

    Media
    Nov 22, 05:58

    Chris Ciovacco
    Chris Ciovacco

    Mr. Brown provided some silver lining during a transition/rebuild-season.

    Nov 22, 04:32

    Chris Ciovacco
    Chris Ciovacco

    NYSE advancing volume provided some silver lining during Thursday's session.

    Media
    Nov 22, 04:29

    Chris Ciovacco
    Chris Ciovacco

    New charts, new studies, and new concepts.

    Media
    Nov 22, 04:24

    Knowledge Leaders
    Knowledge Leaders

    Consequences of an Inflection in the Chinese Yuan:

    Media
    Nov 21, 23:20

    Sven Henrich
    Sven Henrich

    QED

    Nov 21, 22:48

    Sven Henrich
    Sven Henrich

    but mostly they'll be puzzled by all the gifs 😂

    Media
    Nov 21, 22:41

    Holger Zschaepitz
    Holger Zschaepitz

    In case you missed it: Atlanta is America’s inequality capital: Top households are raking in $663,000, while families in the bottom half of the population earned less than $65,000, a ratio of 10.2 to 1. Nationwide, the ratio was 6.7.

    Media
    Nov 21, 22:37

    Sven Henrich
    Sven Henrich

    Future historians will laugh at all our predictions.

    Nov 21, 22:33

    Holger Zschaepitz
    Holger Zschaepitz

    WeWork bond shortly hit fresh low at 69.7 cents after cutting 2,400 jobs globally, nearly 20% of workforce in restructuring effort. Valuation has plummeted to about $8 billion from $47bn.

    Media
    Nov 21, 22:09

    Sven Henrich
    Sven Henrich

    Yellen: “Savers are getting penalized. It's true."

    Nov 21, 21:40