Aktiesnakken — Februar 2020
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AndreasStenoLarsen
@AndreasSteno
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38 min
The $SNB is in trouble!They probably already intervene at a 7-8% annualized pace of GDP. WAY above the 2% threshold from the US Treasury
A 25 bps cut coming up in Switzerland in March? Or else they have to allow CHF to get much stronger
FX weekly -> https://ndea.mk/MiniMikeTheMec
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AndreasStenoLarsen
@AndreasSteno
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29 min
Did you know that Lagarde said climate 9x as much as inflation during her hearing last week? A new ECB "climatism" may be coming.It makes sense for investors to front-run a climate related monetary policy twist, in particular in Euro assets.
Link -> https://ndea.mk/MiniMikeTheMec
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First Squawk
@FirstSquawk
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1 t
CHINA: NO NEW CORONAVIRUS CASE WAS REPORTED IN SHANGHAI ON SUNDAY MORNING - SHANGHAI HEALTH COMMISSION IN AFTERNOON BRIEFING -
First Squawk
@FirstSquawk
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1 t
CHINA: NO NEW CORONAVIRUS CASE WAS REPORTED IN SHANGHAI ON SUNDAY MORNING - SHANGHAI HEALTH COMMISSION IN AFTERNOON BRIEFING -
pencer Jakab
@Spencerjakab
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56 min
Think bonds are always a safe haven? Think again. Smart stuff from WSJ’s @jmackin2
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“No Longer Tethered to the Fundamentals”: A Nassim Taleb Protégé on How to Prepare for the Coming Market Crashhttps://www.vanityfair.com/news/2020/02/nassim-taleb-protege-on-how-to-prepare-for-coming-market-crash
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NO Newsroom
@BNODesk
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6 t
NEW: Public transportation in Hangzhou, a major city in Zhejiang province, will resume at midnight. The city was partially locked down due to coronavirus. -
NO Newsroom
@BNODesk
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6 t
NEW: Public transportation in Hangzhou, a major city in Zhejiang province, will resume at midnight. The city was partially locked down due to coronavirus. -
"Charlie Munger on Elon Musk: ‘Never underestimate the man who overestimates himself’".https://www.cnbc.com/2020/02/14/charlie-munger-shares-opinion-of-tesla-ceo-elon-musk.html
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Reuters
@Reuters
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11 min
Latest on coronavirus spreading in China and beyond https://reut.rs/2uRHC5P -
Holger Zschaepitz
@Schuldensuehner
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34 min
Feeding bond bubble: Bond funds experienced biggest weekly inflow ever w/$23.6bn, annualizing almost $1tn in 2020, BoA has calculated while Mexican Central Bank makes it 800 interest rate cuts since Lehman bankruptcy. Sizeable $12.5bn equity inflows too, annualizing record $443bn -
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Tak Bulder. Vi krydser, hvad krydses kan.
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God morgen.
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