Aktiesnakken — November 2019

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Goldman Sachs @GoldmanSachs
$GS' Jan Hatzius discusses today’s stronger-than-expected jobs report with CNBC: “It underscores that the [Fed] cuts are over.” https://click.gs.com/vqhd

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Karl Oscar Strøm @KarlOStrom
Oljeprisen opp 5% og NOK opp 1,15% mot USD i kveld. Det svinger, gitt.

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Bloomberg Markets @markets
A rare, simultaneous bout of weakness is hitting Chinese bonds and stocks, exposing growing unease about the dual brunt of slowing output growth and rising prices in the world’s second-largest economy https://bloom.bg/335mB3G

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Bloomberg Markets @markets
Anyone looking to learn how a quant fund conquered the financial world should go out and buy Greg Zuckerman’s “The Man Who Solved the Market” when it’s released next week https://bloom.bg/339lfEV

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Federal Reserve @federalreserve
We're excited to attend @NatlJumpStart #JSNEC19 with @ClevelandFed @RichmondFed to support financial education. The @FedEconEd program provides resources for students. Learn more about this program & in person opportunities: https://www.youtube.com/watch?v=xE9i94vI1Yw … https://www.federalreserveeducation.org/ #EconEd

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Joe Weisenthal @TheStalwart
Interesting week in the markets, but I think @_SidVerma summed it up best, writing "The U.S. consumer remains the hero of the global economy, but a one-legged stool is inherently unstable. While trade optimism is certainly brewing, there's always risk from the Tweeter-in-Chief!"

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Bloomberg Markets @markets
Even in the volatile world of biotech, Baker Bros. Advisors has notched some extraordinary returns in the past two weeks https://bloom.bg/2PAp81P

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Bloomberg Markets @markets
Twitter has fallen out of Elon Musk’s favor as the Tesla CEO vowed to “go offline” on Friday. It’s unclear, however, when he would do so as the executive has teased the move before https://bloom.bg/2WxFvh7

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Bloomberg Markets @markets
China secured the World Trade Organization’s go-ahead to impose $3.6 billion in sanctions against the U.S., in a case that predates the tariff war between the world’s two largest economies but may add a layer of tension to ongoing talks https://bloom.bg/2NzS7Qu

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TradeTalks @TradeTalks
.@Nasdaq #TradeTalks: What’s Moving the Nasdaq--100? Jobs Data, Semis, Biotech Boost Stocks @JillMalandrino $NDX https://www.pscp.tv/w/cIxsfzFvUEVMT1hMTHJ5amR8MU1ueG5FcnJneXdKT94CrZhB0BDwoqaLXtFzWbgx8ofcQ64deP1d47PoDatv …

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Bloomberg Politics @bpolitics
ICYMI: Nancy Pelosi sat down for a wide-ranging interview on Friday with Bloomberg reporters and editors. Here's what she said https://bloom.bg/2N6wl83

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Bloomberg Markets @markets
U.K. manufacturing almost returned to growth last month as firms ramped up stock building ahead of the Brexit deadline https://bloom.bg/322ITBz