Aktiesnakken — Februar 2020
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Korrekt Rex - u er Sanders jo heller ikke Obama, men blot til erindring om at Demokraterne ikke behøver være et skrækscenarie. Bush var iøvrigt rent til grin - aktie
mæssigt -
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S&P Futures +0.2%, Brent +0.5%, Equinor i USA -0.8%, Frontline -2.4%, Golden Ocean +0.1%, Nikkei i dag -0.2%, Hang Seng -0.8%
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Seattle genentics reports fourth quarter and full year report. https://m.firstwordpharma.com/seattle-genetics-reports-fourth-quarter-and-full-year-2019-financial-results
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Gmorn derude
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Holger Zschaepitz
@Schuldensuehner
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11 t
Ouch! JPM has shaved US Q1 GDP growth by 25bps to 1% following China cut. The primary channel is weaker US exports to China, which represent about 0.75% of US GDP and which JPM assumes to decline 8% this quarter. 1/3 of US exports to China are services, including tourism.https://twitter.com/Schuldensuehner/status/1225514572808949760 -
Sammantaget sänker Commerzbank sin BNP-prognos för Kina till 5,4 procent för helåret 2020, från tidigare 5,8 procent.
Men banken ser inga skäl att i nuläget sänka sina tillväxtprognoser för ekonomierna i Europa eller andra västländer.
Förutsatt att leveranskedjorna förblir intakta kommer detta sannolikt att dämpa de västliga ekonomierna med några få tiondelar av en procentenhet, och vi ser inga skäl att sänka våra tillväxtprognoser för dessa länder, till skillnad från utsikten för Kina. -
Cbrain - utroligt at en enkelt mands ord vægter så tungt, at aktien skal falde 18 pct. Og han har endda selv aktien og har ikke tænkt sig at sælge
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@Stockwatch1 - så kan vi få suppleret lidt op. Jeg kom til at sælge 40% på kurs 55.
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Så blev jeg klogere på min mobil. "One of the iPhone’s most useful features is hidden just to the left of the homescreen"https://www.cnbc.com/2019/04/01/how-to-use-iphone-widgets-today-view-swipe-right.html?__source=twitter|main
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CNBC
@CNBC
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18 min
This is the "one easy way" to increase your worth by 50%, says billionaire Warren Buffett.https://www.cnbc.com/2018/12/05/warren-buffett-how-to-increase-your-worth-by-50-percent.html?__source=twitter|main -
MarketWatch
@MarketWatch
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34 min
The U.S. created a robust 225,000 new jobs in January, reflecting surprising resilience in the labor market despite softer economic growth.The increase in new jobs easily surpassed the 164,000 forecast of economists surveyed by MarketWatch.https://www.marketwatch.com/story/us-adds-225000-jobs-in-january-as-hiring-speeds-up-unemployment-rises-to-36-2020-02-07?mod=newsviewer_click&link=sfmw_tw
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CNN
@CNN
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1 t
A climate activist became the first person to swim through a supraglacial lake in order to raise awareness for climate change. https://cnn.it/37afGHA -
Et godt skriv fra Danske om corona-situationen: https://www.proinvestor.com/investornyt/654055/danske-bank-vigtige-begivenheder-og-nogletal-i-ugen-der-kommer
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God morgen.
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olger Zschaepitz
@Schuldensuehner
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6 t
Coronavirus is the Black Swan that might finally sink the markets. Baltic Dry Index plunges to lowest since 2016 as China’s econ is 17% of world GDP & deeply integrated into global supply chains. You cannot shut down China for long w/o shutting down world. https://telegraph.co.uk/business/2020/ -
Holger Zschaepitz
@Schuldensuehner
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7 t
ECB’s Visco sees significant 2020 risks for #Italy’s econ w/global headwinds such as coronavirus outbreak adding to an already subdued outlook. Warning comes after Italy’s GDP dropped by 0.3% in Q42019. ECB’s low-rate pol has had no effect on Italian banks https://bloomberg.com/news/articles/
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