Aktiesnakken — Oktober 2019
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Servicemeddelelse: Vi arbejder i
maskinrummet i nat. Der kan derfor komme perioder, hvor siden er nede. I morgen tidlig er vi klar igen. -
Velkommen til ny redaktør på ProInvestor: https://www.proinvestor.com/debat/78394
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Og velkommen til en række omrokeringer og ændringer på forsiden.
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Sommertiden får vi rettet i løbet af dagen.
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Finance News @ftfinancenews
What will Christine Lagarde’s ECB look like? https://on.ft.com/2MRNKkE -
BNO News @BNONews
DEVELOPING: U.S. President Donald Trump will address the nation at 9 a.m. ET, according to the White House https://bnonews.com/index.php/2019/10/trump-to-address-the-nation-at-9-a-m-et/ … -
Donald J. Trump
@realDonaldTrump
Something very big has just happened!
Oversæt Tweet
2.23 AM · 27. okt. 2019·Twitter for iPhone -
PIMCO
@PIMCO
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17 t
In an increasingly protectionist world, plagued by escalating trade tensions, the German economy is clearly suffering. https://pim.co/xtd7y -
Someone Just Made A Huge Bet The Market Crashes By April. https://www.zerohedge.com/markets/someone-just-made-huge-bet-market-crashes-april
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Equinor rammes av svært lave gasspriser: – Mulighet for ganske store svingninger/https://www.proinvestor.com/investornyt/645795/equinor-rammes-av-svaert-lave-gasspriser-mulighet-for-ganske-store-svingninger
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Big pharma og Big tech på vej med microchips, som tjekker vores krop: https://www.proinvestor.com/investornyt/645810/big-pharma-og-big-tech-pa-vej-med-microchips-som-tjekker-vores-krop
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Kursgraf: Hvor længe vil aktiemarkederne ignorere opbremsningen i USA’s økonomi?...https://www.proinvestor.com/investornyt/645814/citigroup-economic-surprise-index-dykker-efter-god-eftersommer
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AndreasStenoLarsen @AndreasSteno
Did China falsely rebound ahead of the 70th anniversary? We bet so and add short AUD/NZD as the way to express that bet. FX weekly -> https://ndea.mk/2MNXxbz -
Karl Oscar Strøm @KarlOStrom
Microchip giant $INTC really flexed its muscles in Fridays 3Q presentation, sending the stock up 8,1%. Among the highlights: Increasing R&D spending, and launching USD 20 Billion buyback programme. https://s21.q4cdn.com/600692695/files/doc_financials/2019/Q3/Q3-2019-Earnings-Deck.pdf … -
inda Yueh @lindayueh
Employment at target firms rises by 13% after private-to-private buyouts & by 10% after secondary buyouts. In contrast, target employment falls by 13% after buyouts of publicly listed firms and by 16% after divisional buyouts. https://voxeu.org/article/private-equity-buyouts-and-their-effects … -
Linda Yueh @lindayueh
Flattening of Phillips curve in recent decades is central to Fed's strategy. Inflation much less responsive to resource slack, permitting the Fed to support employment more aggressively. A flat Phillips curve reduces the chances of a breakout of inflation. https://voxeu.org/article/phillips- -
AndreasStenoLarsen @AndreasSteno
The Riksbank had an epiphany on negative interest rates in the past week, but we still dislike the SEK as e.g. Swedish households are "recessionary" bearish in their macro outlook. FX weekly -> https://ndea.mk/2MNXxbz -
AndreasStenoLarsen @AndreasSteno
Something big just happened! The FX weekly was published. Today: i) Forget the impeachment, Trump is far from being ousted ii) $USD not doing badly on POMO days iii) The Riksbank had an epiphany on negative interest rates, but we still dislike $SEK https://ndea.mk/2MNXxbz -
Bloomberg Markets @markets
Richard Branson will ring the opening bell in the New York Stock Exchange on Monday as Virgin Galactic becomes the first space-launch company to go public https://bloom.bg/2Wsb8J3 -
Goldman Sachs @GoldmanSachs
“Bagehot's most important contribution to finance was not to so much invent the doctrine of the lender of last resort, but rather to make it proverbial.” James Grant discusses how his biography of Walter Bagehot connects to today’s economy: https://click.gs.com/76wk #TalksAtGS
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