Aktiesnakken — Oktober 2020
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Steen Jakobsen
@Steen_Jakobsen
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14 min
Harbinger? After strong rally this summer Copper on the defensive breaking down...https://twitter.com/Steen_Jakobsen/status/1311901941941837825
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Holger Zschaepitz
@Schuldensuehner
Stocks fall, Dollar climbs as Trump tests positive. Lack of bipartisan US stimulus agreement also saps risk sentiment. European and US Futures sharply lower. Dollar gain w/Euro at $1.1716. Bonds gain w/US 10y yields drop to 0.65%. Gold jumps >$1,900. Bitcoin drops $250 to $10.4k.https://twitter.com/Schuldensuehner/status/1311901124883083264 -
calvinfroedge
@calvinfroedge
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15 min
What's crazier is the close contact with so many other people in the leadership structure. Half of congress could get covid. -
Johannes Langkilde
@johslangkilde
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42 min
Hvis @realDonaldTrump
følger CDC’s retningslinjer, er han nu ikke i stand til at føre fysisk valgkamp i mindst 10 dage afhængigt af alvorligheden af hans forløb. -
Holger Zschaepitz
@Schuldensuehner
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23 min
Bonds gain w/US 10y yield drops to 0.65% after US President Trump tests positive for Covid-19.https://twitter.com/Schuldensuehner/status/1311901836144709633 -
Reuters
@Reuters
·
2 min
Oil prices extended losses to fall around 2%, while a U.S. stimulus package eluded negotiators amid ongoing worries about demandhttps://www.reuters.com/article/us-global-oil/oil-falls-further-as-trump-tests-positive-for-covid-19-idUSKBN26N058 -
World Gold Council
@GOLDCOUNCIL
"India’s gold market in August: Indian imports hit nine-month high but retail demand remained weak." On the #Goldhub blog today, Mukesh Kumar, of our research team, gives his monthly update on the #gold market in India:https://www.gold.org/goldhub/gold-focus/2020/09/india-gold-market-august-indian-imports-hit-nine-month-high-retail?utm_source=twitter.com&utm_medium=cpc&utm_term=always-on-combined-audiences&utm_content=2020-09-24&utm_campaign=2020-twitter -
calvinfroedge
@calvinfroedge
·
7 min
Svarer
@calvinfroedge
Just for perspective...leaders of Brazil, UK, Canada (probably, his wife had it), Monaco all contracted covid and recovered...Rand Paul and several other members of congress have also apparently had covid.
Statistics would suggest a nothing burger...
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Julien Bittel, CFA
@BittelJulien
Worst year for XLE in over 20 years, down a whopping 52% YTD. The only other year when the index was down more than 40% was 2008.
https://twitter.com/BittelJulien/status/1311904873949138945/photo/1 -
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ReutersBreakingviews
@Breakingviews
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5 min
Donald Trump’s Covid-19 diagnosis ends the virus immunity that markets have largely enjoyed. Investors are now on their own. @GinaChon
says: https://bit.ly/3ikIRx1 -
Video - english version:
Trump testet positiv - Hvilken effekt får det på aktierne?
https://www.proinvestor.com/boards/87249 -
Video - english version:
Trump testet positiv - Hvilken effekt får det på aktierne?
https://www.proinvestor.com/boards/87249 -
Tja - formentlig lidt forskelligt afh af om det er på kort eller lang sigt. Statistisk har US index klaret sig bedst under demokratiske præsidenter. Men på kort sigt er der spøgelser omkring skat og dermed værdisætning. Det plejer dog kun at være kortvarigt. Goldmann mener aktierne på sigt vil stige under Biden. Kommer de (endelig) af med Trump kan vi måske se enden på fejlhåndterede internationale kriser. Så modsatrettede reaktioner.
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Jeg er enig Darvin.
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