Aktiesnakken — November 2020
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Reuters
@Reuters
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36 min
Johnson locks down England as UK COVID-19 cases pass 1 million http://reut.rs/321C4Dr -
Adam Tooze
@adam_tooze
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20 t
Foreign assets of China’s commercial banks, net of liabilities, have soared by $125bn since April = an effective mechanism for preventing yuan appreciation whilst avoiding “official” intervention. @TheEconomistciting @Brad_Setser
https://economist.com/finance-and-economics/2020/10/31/if-chinas-economy-is-so-strong-why-isnt-its-currency-stronger -
Holger Zschaepitz
@Schuldensuehner
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1 t
Good morning from #Germany, 4th largest economy in the world, which after recent market turbulences only places 2 comps in Global Top100 when measured by mkt cap. SAP only ranks 79th w/market value of $131bn (Zoom is meanwhile just as big as SAP), Linde 92nd w/mkt cap of $116bn.https://twitter.com/Schuldensuehner/status/1322812174566383616/photo/1 -
Det er forår i Australien: https://edition.cnn.com/2020/11/01/asia/australia-zero-local-coronavirus-intl-hnk/index.html
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Martin Bruteig
@aksjefokus
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32 min
"The lofty levels reached by the early ‘70s is often held up as an example of unwarranted speculation. But a glance in the rearview mirror indicates investors were right to predict that the growth of these firms would eventually justify their prices." -
Teis Knuthsen
@TeisKnuthsen
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57 min
Lower lows and lower highs. Is the peak in #gold behind us? Interestingly, gold is a risk-on asset in 2020.https://twitter.com/TeisKnuthsen/status/1322889066032123907 -
Holger Zschaepitz
@Schuldensuehner
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1 t
She is here to close spreads: Lagarde, in her first year as President of the ECB, has further blurred the boundaries between monetary policy and fiscal policy! Lagarde has ramped up ECB balance sheet by a record €2tn.https://twitter.com/Schuldensuehner/status/1322883787492118528/photo/1 -
Christine Lagarde
@Lagarde
Svarer
@Lagarde
We’ve started exploring the possibility of launching a digital euro. As Europeans are increasingly turning to digital in the ways they spend, save and invest, we should be prepared to issue a digital euro, if needed. I’m also keen to hear your views on it https://epsilon.escb.eu/limesurvey3/43 -
AndreasStenoLarsen
@AndreasSteno
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28 min
A few highlights from the FX Weekly in this video clip.Best wishes for the rest of the weekend.
FX Weekly -> http://ndea.mk/DumbOrNot
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Teis Knuthsen
@TeisKnuthsen
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59 min
There's more than 80%-points between IT and energy over the past 12 months. Nobody I talk to believe big-oil can/will manage the energy transition ahead of us, and they probably can't afford either at these share prices.https://twitter.com/TeisKnuthsen/status/1322891165348278272 -
AndreasStenoLarsen
@AndreasSteno
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21 min
A blue wave = a big re-regulation of the US economy?Could this be the most underestimated Biden risk?
Weekly blog -> http://ndea.mk/DumbOrNot
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Teis Knuthsen
@TeisKnuthsen
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1 t
German 10-year bond yields have fallen to just -0.63%, the lowest since March.https://twitter.com/TeisKnuthsen/status/1322888196745736195/photo/1 -
Business Insider
@businessinsider·
16 min
Stocks will have 'real problems' if Trump loses the presidency, says legendary investor Mark Mobiushttps://markets.businessinsider.com/news/stocks/stock-market-outlook-mark-mobius-trump-election-loss-impact-problems-2020-10-1029750632# -
Business Insider
@businessinsider
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16 min
Stocks will have 'real problems' if Trump loses the presidency, says legendary investor Mark Mobiushttps://markets.businessinsider.com/news/stocks/stock-market-outlook-mark-mobius-trump-election-loss-impact-problems-2020-10-1029750632# -
AndreasStenoLarsen
@AndreasSteno
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51 min
The FX weekly is out! Is the market dumb or not?-
Bettors are much more optimistic on Trumps behalf than PhD modellers
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USD/NOK long or AUD/USD short the best FX bets against a rising Covid-19 count
And much more
Read here -> http://ndea.mk/DumbOrNot
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