Aktiesnakken — Oktober 2019
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Big pharma og Big tech på vej med microchips, som tjekker vores krop: https://www.proinvestor.com/investornyt/645810/big-pharma-og-big-tech-pa-vej-med-microchips-som-tjekker-vores-krop
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Kursgraf: Hvor længe vil aktiemarkederne ignorere opbremsningen i USA’s økonomi?...https://www.proinvestor.com/investornyt/645814/citigroup-economic-surprise-index-dykker-efter-god-eftersommer
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AndreasStenoLarsen @AndreasSteno
Did China falsely rebound ahead of the 70th anniversary? We bet so and add short AUD/NZD as the way to express that bet. FX weekly -> https://ndea.mk/2MNXxbz -
Karl Oscar Strøm @KarlOStrom
Microchip giant $INTC really flexed its muscles in Fridays 3Q presentation, sending the stock up 8,1%. Among the highlights: Increasing R&D spending, and launching USD 20 Billion buyback programme. https://s21.q4cdn.com/600692695/files/doc_financials/2019/Q3/Q3-2019-Earnings-Deck.pdf … -
inda Yueh @lindayueh
Employment at target firms rises by 13% after private-to-private buyouts & by 10% after secondary buyouts. In contrast, target employment falls by 13% after buyouts of publicly listed firms and by 16% after divisional buyouts. https://voxeu.org/article/private-equity-buyouts-and-their-effects … -
Linda Yueh @lindayueh
Flattening of Phillips curve in recent decades is central to Fed's strategy. Inflation much less responsive to resource slack, permitting the Fed to support employment more aggressively. A flat Phillips curve reduces the chances of a breakout of inflation. https://voxeu.org/article/phillips- -
AndreasStenoLarsen @AndreasSteno
The Riksbank had an epiphany on negative interest rates in the past week, but we still dislike the SEK as e.g. Swedish households are "recessionary" bearish in their macro outlook. FX weekly -> https://ndea.mk/2MNXxbz -
AndreasStenoLarsen @AndreasSteno
Something big just happened! The FX weekly was published. Today: i) Forget the impeachment, Trump is far from being ousted ii) $USD not doing badly on POMO days iii) The Riksbank had an epiphany on negative interest rates, but we still dislike $SEK https://ndea.mk/2MNXxbz -
Bloomberg Markets @markets
Richard Branson will ring the opening bell in the New York Stock Exchange on Monday as Virgin Galactic becomes the first space-launch company to go public https://bloom.bg/2Wsb8J3 -
Goldman Sachs @GoldmanSachs
“Bagehot's most important contribution to finance was not to so much invent the doctrine of the lender of last resort, but rather to make it proverbial.” James Grant discusses how his biography of Walter Bagehot connects to today’s economy: https://click.gs.com/76wk #TalksAtGS -
Bloomberg Markets @markets
Global markets are “awash” in crude thanks to the surge in U.S. oil output, and the boom looks set to continue, U.S. Energy Secretary Rick Perry said https://bloom.bg/31MaxCZ -
Min varmeste anbefaling: Karl Oscar Strøm @KarlOStrom
Ukens video markedskommentar: https://www.paretosec.no/pareto-tv?itemId=Aktuelt:932 … -
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MATAS - Analyse fra Financelab: https://www.proinvestor.com/debat/78401
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Subprime Auto Loans Are Defaulting At Fastest Rate Since 2008 https://www.zerohedge.com/personal-finance/santanders-subprime-auto-loans-defaulting-fastest-rate-2008 …
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zerohedge @zerohedge
"No Proof": Russia Dismisses Trump's Baghdadi Victory Lap As ‘Propaganda’ https://www.zerohedge.com/geopolitical/no-proof-russia-dismisses-trumps-baghdadi-victory-lap-propaganda … -
FactSet @FactSet
The trailing 12-month P/E ratio for $SPX is 19.7, which is above the 5-year average (19.6) and above the 10-year average (17.6). https://bit.ly/366cbT4 -
Goldman Sachs @GoldmanSachs
WATCH: In this episode of The Long & Short of It, Axel Hoefer of $GS' Investment Banking Division explains how autonomous driving is changing the auto industry as both traditional carmakers and new #tech companies compete for the future of mobility: https://click.gs.com/u9bj -
EC Investor Ed @SEC_Investor_Ed
Be wary of stock rumors on social media. http://ow.ly/nkPq30kJCgX -
Nedjustering af forventningerne til årets resultat i SP Group A/S. https://ml-eu.globenewswire.com/Resource/Download/a2c5d5a5-c75e-4d02-9842-af47a35b7a85
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