Aktiesnakken — Juni 2020
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Holger Zschaepitz
@Schuldensuehner
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16 min
Global stocks gained $1.7tn in mkt cap this week on fresh liquidity w/ECB announcement of record €1.3tn TLTRO program & as Fed's announcement that it will buy corp debt as mkt participant reminded investors that polmakers still have plenty of stimulus measures at their disposal. -
Ole S Hansen
@Ole_S_Hansen
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40 min
Funds bought #gold for the first time in four weeks with the net long at 143k lots still close to a one-year low. The risk off sentiment that benefited gold helped drive a 35% reduction in recently est. #copper longs. Bullish #silver bets rose 17% but still 60% below Feb peak -
Ole S Hansen
@Ole_S_Hansen
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34 min
Funds cut bullish #WTI #oil bets by 27k lots to 354k, the first weekly reduction in ten was small compared with 255k lots added since April. #Brent longs held steady at 185k lots with funds concluding the recent weakness was just a correction and not a reversal. #OOTT -
Holger Zschaepitz
@Schuldensuehner
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1 t
Long live the carry trade: Because the ECB gives the banks money to lend, it is worth buying govt bonds, even in times of negative interest rates. 3y German Bunds yield -0.68%, which is 0.32ppts more than the TLTRO loans. (via GS) -
Ole S Hansen
@Ole_S_Hansen
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32 min
COT on #commodities in wk to June 16 saw risk appetite receive a temporary knock with 19 out of 24 futures trading lower leading to speculators cutting bullish bets by 8%. Sold: #WTI, #natgas, #copper, #wheat and #coffee. Bought: #gold, #corn and #sugar - #OOTT #grains -
Mcjean, jeg blev ret overrasket i fredags da jeg opdagede, at BB faktisk valgte at køre den resterende del...troede de ville aflyse (også som følge af at aktien hoppede noget under sidste emi-kurs). Hvad ACCORD2-studiet angår tror jeg ikke på det, så det må være øvrigt nyt fra pipeline, som skal drive kursen videre op. Jeg har egentlig besluttet bare at holde aktien mere permanent. Det jeg skrev til lahn1 var udelukkende pjat, og med stort glimt i øjet.
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God morgen.
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Holger Zschaepitz
@Schuldensuehner
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12 min
Good Morning from #Germany where Coronavirus infection rate has shot up to its highest level for weeks after >1,000 abattoir employees tested positive for virus, sparking debate about working conditions in its meat processing industry. Reproduction rate spikes to 2.88, from 1.06. -
Holger Zschaepitz
@Schuldensuehner
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12 min
Good Morning from #Germany where Coronavirus infection rate has shot up to its highest level for weeks after >1,000 abattoir employees tested positive for virus, sparking debate about working conditions in its meat processing industry. Reproduction rate spikes to 2.88, from 1.06. -
NB Markets
@DNBMarkets
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10 min
God morgen; Siden stengetid i Oslo på fredag er S&P Futures -1.7%, Brent -1.6%, Equinor i USA -1.6%, Frontline -1.5%, Golden Ocean -1.7%, Nikkei i dag +0.4%, Hang Seng i dag -0.3%. Fokus i dag på AKBM, SDRL, virusutvikling, Wirecard, Kina-Hong Kong -
NB Markets
@DNBMarkets
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10 min
God morgen; Siden stengetid i Oslo på fredag er S&P Futures -1.7%, Brent -1.6%, Equinor i USA -1.6%, Frontline -1.5%, Golden Ocean -1.7%, Nikkei i dag +0.4%, Hang Seng i dag -0.3%. Fokus i dag på AKBM, SDRL, virusutvikling, Wirecard, Kina-Hong Kong -
Bloomberg
@business
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18 min
Gold pushed toward the highest level since 2012, lifted by concerns over a second wave of coronavirus infections https://trib.al/XNaWoAk -
Christophe Barraud
????
@C_Barraud
Japansk flag
#Japan May Exports Y/Y: -28.3% v -26.1%e (largest decline since September 2009)- Imports Y/Y: -26.2% v -20.4%e (largest decline since October 2009)
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