Aktiesnakken — Oktober 2019
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en russiske centralbank reducerede fredag renten til 6,5% efter et faldt i den russiske inflationsrate til 4,0%
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Antallet af danske dollarmillionærer firedoblet. https://finans.dk/erhverv/ECE11714991/antallet-af-danske-dollarmillionaerer-firedoblet/?ctxref=ext
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nvestorerne forlader bryggeriaktierne. Carlsberg svageste C25-aktie.https://www.proinvestor.com/investornyt/645877/investorerne-forlader-bryggeriaktierne-carlsberg-svageste-c25-aktie
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TheNote...Zealand har sin egen chat.
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Kepler Cheuvreux: Kursmålet på Lundbeck sænkes med 13 pct.
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The Note, Saniona har endnu mere fart på. Uanset om der er en 6 mndr CWH under opbygning. Den snuser snart til kurs 30.
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Bloomberg Markets @markets
Goldman says rush from stocks to cash and bonds is the biggest since 2008 https://bloom.bg/2NdVixi -
Bloomberg Markets @markets
LVMH confirms it held discussions with Tiffany on a deal that would expand the Louis Vuitton owner’s reach into the luxury business https://bloom.bg/2BPHW56 -
Handelsbanken Norge @HandelsbankenNO
Superuke for amerikansk makro. Vi ser frem mot ukens høydepunkter: http://research.handelsbanken.se/Templates/Pages/Utils/PublicationRedirect.aspx?id=94587 … @DN_no @InvestorDN @e24 @HegnarTV -
AndreasStenoLarsen @AndreasSteno
Why is $NOK so weak? A question that many have asked recently. Well, if you take a basket of Salmon and Oil prices (Norways two most important export commodities), then you have something that explains most of the move in EUR/NOK. FX weekly -> https://ndea.mk/2MNXxbz -
Bloomberg Markets @markets
China Bond Selloff Worsens as Yield Jumps Most in Six Months https://bloom.bg/2os4p5c -
Bloomberg Markets @markets
Morgan Stanley warns growth stock underperformance is just starting https://bloom.bg/2Nmn1vG -
Joe Weisenthal @TheStalwart
Argentina further tightens capital controls after Fernandez victory: "The central bank said early Monday it would further tighten limits on the purchases of dollars, to just $200 per month from the $10,000 set on Sept. 1." https://www.bloomberg.com/news/articles/2019-10-28/fernandez-wins-in-argentina-as-voters-rebuff-macri-s-austerity?srnd=premium … -
Bloomberg Markets @markets
One of Germany’s oldest and best-known companies is pivoting its microbatteries from hearing aids to earbuds - and the stock is up 250% https://bloom.bg/32TbCu0 via @technology -
Indian economy is facing a sharp slowdown. Gross domestic product is growing at a 6 year low of 5%, down from a heady pace of 8% as recently as the middle of the year. Unemployment is rising, from around 6% in August last year to nearly 9% in mid-October. https://www.ft.com/content/2f9bc98a-f726-11e9-a79c-bc9acae3b654 …
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Bloomberg Markets @markets
The world of metals and mining is descending on London for the biggest annual bash in the industry’s calendar, but there’s not much to celebrate https://bloom.bg/31Lp95u -
EU close to agreeing Brexit extension until Jan 31 after Brussels won French backing. EU would leave open the possibility for UK to leave the EU on Dec 1 or Jan 1 if its withdrawal treaty has been ratified but won’t re-open negotiations on the Brexit deal https://www.ft.com/content/b1b871b6-f8e3-11e9-a354-36acbbb0d9b6 …
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HS Markit PMI
@IHSMarkitPMI
This week is a busy one, with plenty of data and events to occupy investors' mind, including the highly-anticipated Fed #FOMC, worldwide manfacturing #PMI data, US NFP, #GDP data, and a key #BOJ meeting. Read more in our latest #weekahead report: http://ihsmark.it/U6tt50wV785 -
The Note..Du kan typisk smide dem begge steder.
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