Aktiesnakken — Januar 2020
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Der er gået virus i Nasdaq..;-)
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Bloomberg Economics @economics
-Expect the Fed to hold rates steady while big ideas swirl outside -Hiring at U.S. firms showed signs of cooling in the fourth quarter -Bourbon and scotch makers find a common enemy in tariffs Here's a rundown of your top economic news today https://trib.al/H5Ewq1R -
Thomas Biesheuvel @tbiesheuvel
Oil, metals, soybeans. Everything is getting smashed https://www.bloomberg.com/news/articles/2020-01-27/flight-to-safety-pounds-commodity-markets-rattled-by-virus-fears … -
laudia Sahm @Claudia_Sahm
it's important to understand new tools that Federal Reserve is considering in its framework review ... I want to see a reckoning on their failure of will to push the recovery and expansion harder ... they were far too slow and timid in efforts to reach maximum employment mandate https://twitter.com/NickTimiraos/status/1221762440289030146 … -
zerohedge @zerohedge
"China is very different from 2003 with significantly more high-speed rail network and the virus is spreading during incubation period which makes it more difficult to contain" - Saxobank -
Bloomberg Markets @markets
#5things -China outbreak worsens -Commodities fall -Bolton revelation -Markets tumble -Coming up... https://bloom.bg/2TYWgCD -
Bloomberg Markets @markets
The number of registered job-seekers in France fell to its lowest level in six years, giving Emmanuel Macron a boost in his efforts to convince the French his reforms are working https://bloom.bg/2uD6gqk -
Bloomberg Markets @markets
Purchase targets in the Beijing-Washington trade deal would boost U.S. exports of goods and services to China from roughly $160 billion in 2019 to $309 billion in 2021 – a near-doubling of exports in two years, with the bulk of the increase reached in 2020 https://bloom.bg/37wpIno -
Milliardsamarbejdet Vestas og DSV
Fra tirsdag skal DSV Panalpina stå for alle transporter i Vestas' vindmølledivion, der sidste år omsatte for 63,4 mia. kr.
Aftalen varer i første omgang tre år med mulighed for to års forlængelse.
Parterne ønsker ikke at oplyse aftalens forventede omfang i kroner og øre, men fortæller, at der bliver tale om et årligt milliardbeløb, som Vestas kommer til at lægge hos DSV.
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Mon ikke de havde meget kørsel for Vestas i forvejen?
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Det topper snart. Med den lange inkubationstid vil vi se flere smittede den næste uges tid. Måske mange tusinder flere. Men med de restriktioner, myndighederne i Kina har indført og da virussen ikke er luftbåren, vil det hurtigt kulminere og derefter gå fremad.
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Liz Ann Sonders @LizAnnSonders
Americans haven’t been this confident in U.S. economy in nearly 20 years @Gallup -
"Markedsreaksjonen på influensaen kan virke overdrevne. Vi er ikke helsepersonell eller medisinske forskere, og har lite grunnlag for å uttale oss om sykdomsbildet. Derimot kan vi se på overordnede tall og det finansielle: Er det rasjonelt at Hong Kong-listede selskaper skal være 4% mindre verdt denne uken som følge av coronaviruset, og bør vi bekymre oss for videre fall? https://www.proinvestor.com/debat/81173#postdiv81184
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