Aktiesnakken — Oktober 2020
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Christopher Cole
@vol_christopher
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4 t
Volatility in equity markets, at a macro level, is reflexivity between credit and liquidityA reckoning is coming in credit that has not been fully tamed by an excess supply of liquidityhttps://twitter.com/vol_christopher/status/1317082916648869888
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Holger Zschaepitz
@Schuldensuehner
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16 min
Top fund’s blacklist shows ESG coming for Emerging Markets. Candriam bond fund excludes EM heavyweights #Russia, #China, Saudi Arabia. Reading Catherine Belton’s book on Putin it raises question if Russia is investible, BlueBay AM’s Tim Ash says. https://bloomberg.com/news/articles/ -
Reuters
@Reuters
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30 min
Pfizer says earliest COVID-19 vaccine application to U.S. regulators would be after election http://reut.rs/3nSg9I5 -
Matthew C. Klein @M_C_Klein
Behind the Stability in China’s Currency: Beijing’s Hidden Hand https://www.barrons.com/articles/behind-the-stability-in-chinas-currency-beijings-hidden-hand-51602846003 … <-- this week's column touches on several subjects near and dear to my heart, including BoP analysis, the Chinese economy, and trade imbalances -
ja det fik lokket sælgerne frem! God weekend
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Steen Jakobsen
@Steen_Jakobsen
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13 t
Inflation or not? My inflation outlook is based on the defacto monetization of debt by FED(& global cb's) bypassing banks direct 2 consumption (todays Retail Sales!) but looks at Durable Inflation + 5Y5Y! Inflation will spike no later than Q2-Q3 2021 but... dont short it.https://twitter.com/Steen_Jakobsen/status/1317162030932123649 -
Germany's confirmed coronavirus cases rise by 7,830 to 348,557: RKI - Reutershttps://twitter.com/C_Barraud/status/1317366519584727040
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CNBC
@CNBC
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3 min
In 2015, this millennial had a negative bank balance—now she earns $145,000 a year and just bought her first home. (via @CNBCMakeIt
) https://cnb.cx/3dupelj -
Reuters
@Reuters
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5 min
Austrian foreign minister tests positive for COVID-19 after EU meeting http://reut.rs/3m7Mqt5 -
Reuters
@Reuters
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16 min
Hong Kong activist Grandma Wong says kept back in Shenzhen for 14 months http://reut.rs/2GYO7Ks -
Reuters
@Reuters
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22 min
Czech Republic's daily COVID-19 infections top 11,000 for first time http://reut.rs/3488JZs -
Bloomberg
@business
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36 min
In late June, @maxnisen
highlighted what he deemed a "horrifying" chart showing massive growth in new infections in the U.S. relative to the European Union. Almost four months later, the chart remains terrifying, in a completely different way https://trib.al/nBx0mv9https://twitter.com/business/status/1317359704616718338 -
euters
@Reuters
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1 t
China’s Shein has become the largest, purely online, fashion company in the world measured by sales of self-branded products, according to Euromonitor https://reut.rs/31gb0zH -
Reuters
@Reuters
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1 t
Moody's downgrades UK as COVID-19 and Brexit hit debt outlook http://reut.rs/355cyhg -
Reuters
@Reuters
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1 t
India's coronavirus infections rise to 7.43 million http://reut.rs/3lVOST4 -
CNBC
@CNBC
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1 t
As the economic and diplomatic feud between the United States and China heats up, a CNBC investigation reveals new U.S. concerns about Chinese acquisitions in an unexpected area: American fertility clinics. https://cnb.cx/3dvDDha
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