Aktiesnakken — Februar 2020
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Reuters
@Reuters
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30 min
Factbox: Latest on coronavirus spreading in China and beyond https://reut.rs/37suG3F -
Holger Zschaepitz
@Schuldensuehner
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34 min
Global stock rallied further this week, gained $600bn in mkt cap, as investors continued to shrug off coronavirus topic. Econ data – which were mostly on softer side (US IP, Retail sales, EZ IP, EZ Q4 GDP) have also been dismissed. Total mkt cap $88tn, equal to 102% of global GDP -
Sjovt at ingen nævner, at infektionsraten fortsætter at falde. Leder man dybt og længe på CNN, kan man finde en enkelt bemærkning herom. Infektionsraten er nu på niveau med 10/2, selv efter den voldsomme stigning, som ændringen af definitionen medførte. https://covid19info.live/ https://www.worldometers.info/coronavirus/coronavirus-cases/
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Man fornemmer en tendens i medierne til at piske en stemning op. CNN har dog en artikel om indeværende influenza sæson i USA. DET er dyster læsning. The CDC estimates that this flu season, which started on September 29, there have been at least 22 million cases of the illness in the US, 210,000 hospitalizations and 12,000 deaths. https://edition.cnn.com/2020/02/07/health/flu-season-high/index.html
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Bloomberg Markets @markets
BREAKING: A Chinese tourist died from the coronavirus in Paris, France's health ministry said. It's the first fatality caused by the virus outside Asia https://trib.al/OoZXYUk -
corona: Ja, der er en lille risiko for at det går amok (1%?), men ellers er problemet jo mest kun begrænsningerne i rejser og en lille afmatning i Kina. Små problemer, men pressen forsøger at piske en stemning op, om at verden er ved at gå under. Det synes jeg altid pressen gør.
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Kinas viceudenrigsminister: Coronakrisen er snart slut
- Epidemien har kun midlertidig indvirkning på Kinas økonomi, siger kinesisk minister på sikkerhedsmøde.
DR (www.dr.dk)
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Global Times
@globaltimesnewsThe Guangzhou branch of China’s central bank, the People’s Bank of China, says that all used banknotes from hospitals, wet markets and buses will be destroyed immediately to combat the #COVID19 crisis https://twitter.com/globaltimesnews/status/1228547800247308288
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Holger Zschaepitz
@Schuldensuehner
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1 t
This was supposed to be year of the #Euro. Instead, currency is extending its worst annual start since 2015 as coronavirus scare highlights basic design flaws & deep vulnerability to shocks. Banks cut euro forecasts, Hedge Funds add aggressively to shorts. https://bloomberg.com/news/articles/ -
Bloomberg
@business
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36 min
Traders are so fixated on the coronavirus that, in the absence of compelling reasons to do otherwise, they’re piling into hedges in case the contagion is a disaster for the global economyhttps://www.bloomberg.com/news/articles/2020-02-15/virus-overshadows-all-as-traders-brace-for-2020-fed-rate-cuts?cmpid=socialflow-twitter-business&utm_source=twitter&utm_content=business&utm_campaign=socialflow-organic&utm_medium=social -
"Markedet tager forskud på nye centralbankstimulanser Aktiemarkederne har på det seneste vist en interessant og meget overraskende drejning. drejning"....
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Reuters
Reuters
@Reuters
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14 min
New Chinese coronavirus cases show slight fall;
https://reut.rs/2wolkcB
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Ungeee, Beklager. Normalt er Langers skarpe åbne for os på Proinvestor. Det må være en forglemmelse.
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