Aktiesnakken — November 2019
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ING Economics @ING_Economics
There has been a sudden mood shift from risk-off to risk-on in financial markets. @Nouriel Roubini discusses the fundamental risks to growth that still remain... Do you agree? https://think.ing.com/opinions/why-financial-markets-new-exuberance-is-irrational/ … -
Paul Krugman @paulkrugman
My guess is that the economy will be more or less neutral in the election, neither good enough to help Trump much nor bad enough to hurt him. Worth noting, however, that the news is worst in battleground states https://www.washingtonpost.com/business/2019/11/04/unemployment-is-climbing-key-swing-states-including-michigan-wisconsin/ … -
Finance News @ftfinancenews
Absolute return funds suffer £15bn of outflows https://on.ft.com/2OyfrPi -
Bloomberg Markets @markets
The chorus of bullish voices in support of the pound is growing https://bloom.bg/2rfHkUq -
Peter C. Warren @PeterCWarren
DN oppdaterer: ABG Sundal Collier har idag ifølge TDN Direkt nedgradert kursmålet på Seadrill fra 150 til 10 kroner. Med en aksjekurs i skrivende stund på kr. 9,31, fremstår det nye kursmålet som hakket mer realistisk.. -
Business Insider @businessinsider
Goldman Sachs just unveiled a new gender pronouns initiative as part of a broader inclusion push at the Wall Street firm http://www.businessinsider.com/goldman-sachs-new-pronoun-initiative-recognizes-gender-identity-preferences-2019-11 … -
ZYME's fase 1 data ser jo lovende ud. Men det er i min optik aaaaaaaalt for tidligt at investere i den. Personligt går jeg ikke ind i biotek før tidligst efter fase 2........ Jeg har kun brugt nogle få minutter på at kigge på den, men hvis de kun har noget fase 1, og allerede er 10 Mia kr værd..................... så kan det kun gå en vej. Og det er ned...... Det er min ultrahurtige kig, men hvis nogen har mere data som kan ændre mit syn, så lytter jeg gerne. Jeg mangler også den næste Veloxis
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God morgen.
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God morgen.
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Brad Setser @Brad_Setser
My suggestions for how the IMF can strengthen its surveillance of surplus countries can be found here -- The ideas are from last December. But they haven't lost relevance. Asia's savings glut hasn't gone away. Nor have German and Dutch surpluses ... https://www.imf.org/en/News/Seminars/Conferences/2018/12/6/AssessingGlobalImbalances … -
Goldman Sachs @GoldmanSachs
WATCH: It's estimated that 1/3 of workers will change occupations in the next 5 years. $GS Research on what that will mean for education and the larger impact on the economy: https://click.gs.com/uk7t -
zerohedge @zerohedge
Balls Of Steel: Twitter Calls B*llshit On Musk's "Video Proof" That Cybertruck Window Stunt Worked At Rehearsal https://www.zerohedge.com/technology/balls-steel-twitter-calls-bllshit-musks-video-proof-cybertruck-window-stunt-worked … -
zerohedge @zerohedge
that's a bingo: "the lack of market liquidity has exacerbated the impact of share repurchases on US equities" - SocGen -
zerohedge @zerohedge
that's a bingo: "the lack of market liquidity has exacerbated the impact of share repurchases on US equities" - SocGen https://www.zerohedge.com/markets/conundrum-2019-equity-outflows-are-biggest-ever-yet-stocks-are-all-time-highs-what-happens … -
Michael Pettis @michaelxpettis
In fact Germany has been shirking Its EU responsibilities since at least 2003-04, when it decided that rather than act as the economic growth engine that would tie Europe together, it would take advantage of EU monetary and currency... https://spon.de/afBMr via @SPIEGELONLINE -
Michael Pettis @michaelxpettis
In fact Germany has been shirking Its EU responsibilities since at least 2003-04, when it decided that rather than act as the economic growth engine that would tie Europe together, it would take advantage of EU monetary and currency... https://spon.de/afBMr via @SPIEGELONLINE -
zerohedge @zerohedge
Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat https://www.zerohedge.com/markets/fixed-income-fund-flows-dominant-over-equities-amid-recession-threat …
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