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6/4 08:36
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 9 min Global markets start the week in Risk-On mode on Virus slowdown hopes. US & European Futures jump 4%, Japan’s Nikkei ended 4.2% higher. Brent oil turns pos >$34/bbl after hints that Russia & Saudi Arabia close to deal. Bonds drop w/US 10y yields at 0.63%. Gold 1625, Bitcoin >$7k.
2/4 11:00
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 6 min Europeans see glimmer of hope in Italy’s virus stabilization. Easing death rate in Italy suggests outbreak may have peaked. BUT lockdowns extended across Europe as deaths rise in Spain, U.K. (link)
1/4 07:36
af Helge Larsen/PI-redaktør
Nikkei 225 i Tokyo er ned 1,95 prosent Kospi i Seoul faller 0,62 prosent Hang Seng i Hongkong faller 0,92 prosent Shanghai Composite er opp 0,30 prosent Singapore-børsen er ned 1,27 prosent ASX 200 i Sydney klatrer 2,43 prosent
29/3 13:17
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 8 min Bonds of the #oil-rich states have crashed in March as countries like Ecuador, Venezuela, Angola or Gabon feel the perfect storm as collapse in oil prices and less petrodollars add to economic consequences of coronashock. (via BBG)
29/3 09:59
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 1 t Good Morning from #Germany where Volkswagen burning through €2bn a week as coronavirus halts production. VW CEO calls on ECB to accelerate emergency lending. Central bank urged to buy short-term debt to help largest companies through crisis. (link)
20/3 10:51
af Helge Larsen/PI-redaktør
ulien Bittel, CFA @BittelJulien · 1 t I hate to sound alarmist after a 30% plunge, but global equities broke trend last week. While a retest of previous support seems likely given the degree of bearish sentiment, this breakdown is significant & will likely result in a deeper correction over the coming months.
20/3 09:08
af Helge Larsen/PI-redaktør
Den rekordsvake kronen fortsetter å hente seg inn 2 timer siden · Hanna Ghaderi Etter Norges Banks varsel om mulig krisegrep styrker kronen seg mot både dollar og euro. Torsdag var kronen på et rekordlavt nivå. Euroen kostet over 13 kroner, og en dollar kostet over 12 kroner for aller første gang.
20/3 09:08
af Helge Larsen/PI-redaktør
S&P Futures +1.3%, Brent +9.7%
20/3 09:05
af Helge Larsen/PI-redaktør
Hang Seng i Hongkong stiger 3,14 prosent Kospi i Seoul opp 4,33 prosent Shanghai-børsen opp 0,47 prosent Singapore-børsen opp 1 prosent ASX 200 i Sydney opp 1,89 prosent
13/3 16:36
af Helge Larsen/PI-redaktør
Bloomberg Markets @markets U.S. consumer sentiment fell slightly less than forecast in March as Americans remained somewhat optimistic in their initial response to the outbreak (link)
12/3 19:15
af Helge Larsen/PI-redaktør
New York Fed @NewYorkFed Today, March 12, 2020, we will offer $500B in a three-month repo at 1:30 pm ET that will settle on March 13, 2020. Tomorrow, we will offer $500B in a three-month repo and $500B in a one-month repo for same day settlement. (link)
12/3 19:13
af Helge Larsen/PI-redaktør
NO Newsroom @BNODesk BREAKING: Italy reports 2,651 new cases of coronavirus and 189 new deaths, raising total to 15,113 cases and 1,016 dead (link)
12/3 18:36
af Helge Larsen/PI-redaktør
Finance News @ftfinancenews A dangerous slip-up from Lagarde (link)
12/3 18:35
af Helge Larsen/PI-redaktør
Federal Reserve @federalreserve Financial Accounts of the U.S., with flow of funds, balance sheet, & integrated macroeconomic account data: (link) #FedData
12/3 18:35
af Helge Larsen/PI-redaktør
Dan Alpert @DanielAlpert U.S. Bond market has started to exhibit same liquidity constraints we saw yesterday. Yield on the long bond is higher on the day and the 10 year has backed up from a session low of 0.669% to 0.787. Makes little sense given flight from equities and general panic. No liquidity.
12/3 18:35
af Helge Larsen/PI-redaktør
loomberg Markets @markets Chinese shoppers are slowly returning to the glitzy malls and boutiques where they’ve been driving growth of the global luxury industry as coronavirus quarantine measures relax (link)
12/3 18:34
af Helge Larsen/PI-redaktør
an bremmer @ianbremmer Chinese government now openly promoting conspiracy theory that coronavirus might have come from the US. Horrible news. (link)
12/3 18:34
af Helge Larsen/PI-redaktør
Nouriel Roubini @Nouriel 2 other conspiracy theory on top of Chinese 1 that it may have come from US: 1. It could have accidentally come out of a bio warfare lab in Wuhan. 2. Russia, expert in bio warfare & poisoning enemies, released it to weaken China that is tactical ally but long term strategic rival (link)
11/3 19:59
af Helge Larsen/PI-redaktør
olger Zschaepitz @Schuldensuehner · 49 min Dow Jones plunges 5% after WHO called the coronavirus spread a pandemic and the Trump administration remained unable to detail any stimulus measures to combat the economic fallout.
11/3 16:11
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 7 min Wall St stocks drop 3% as Goldman Sachs calls the end of the bull market. "After 11yrs, 13% annualized earnings growth & 16% annualized trough-to-peak appreciation, we believe S&P 500 bull mkt will soon end. Cut their S&P 500 forecast to 2,450 by mid-2020, drop of 14% from today.
10/3 09:13
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 1 t Black Monday for banks is a reminder of the great financial crisis 2008/2009. Fearing a recession and rising loan losses, investors are throwing bank shares onto the market. EuroStoxx Banks Index has fallen below critical level of 80 points. (link) via @welt
9/3 21:04
af Helge Larsen/PI-redaktør
Peter Schiff @PeterSchiff · 3 min Once this recession starts, the particular straw that broke the economies back will not matter. Even if the #Coronavirus is quickly cured, the U.S. economy will not be, and the Fed's cure for that will only make the economy sicker. It's amazing how few "experts" can see this!
9/3 19:55
af Helge Larsen/PI-redaktør
Anas Alhajji @anasalhajji · 41 min At the expense of whom? Say it again? I did not hear it... Asia finds Saudi crude much cheaper than Russian ESPO as Aramco launches price war (link)
8/3 09:29
af Helge Larsen/PI-redaktør
Nouriel Roubini @Nouriel Credit market seizure is bigger recession trigger than falling stocks as it causes a credit crunch while wealth effect of latter is limited. & given failure of Saudi/Russia deal, oil price war/crash will now bankrupt US shale causing more credit mkt shock (link)
8/3 09:28
af Helge Larsen/PI-redaktør
Javier Blas @JavierBlas How large are the price cuts to the Saudi official selling prices? Huge, really, really huge. In Europe, Aramco has made the largest month-on-month cut for Arab Light in at least 20 years: a hefty $8 to -$10.25 a barrel |
8/3 09:27
af Helge Larsen/PI-redaktør
BNO Newsroom @BNODesk BREAKING: Italian Prime Minister Conte signs decree putting Lombardy and 14 provinces, including Milan, on lockdown to stop the spread of coronavirus
8/3 09:27
af Helge Larsen/PI-redaktør
Christian Lie @liechr Danske Bank: På vei mot en virusbefengt økonomisk skumringssone | Finansavisen (link)
7/3 10:06
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 9 t Looks as if #Fed‘s emergency rate cut was a big mistake: Inflation expectations on both sides of the Atlantic have collapsed in tandem w/bond yields.
7/3 10:05
af Helge Larsen/PI-redaktør
Espen Grønstad Globus med længdegrader @EspenGronstad · 7 t Oslo Børs (OSEBX) endte fredag på 801 poeng, noe som er en nedgang på 4.43%. Indeksen har ikke vært lavere siden desember 2018. For uken som helhet viste indeksen en nedgang på 3.5%. OSEBX har med dette falt ni av de siste 11 dagene og nærmer seg støtten ved 790. Neste er 630
7/3 10:04
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 6 min There are initial signs of emerging credit and funding stress in the mkts, JPM says. LIBOR OIS spread has jumped >30bps. If these shifts in credit and funding mkts are sustained over coming weeks, credit channels might start amplifying econ fallout from the COVID-19 crisis.
7/3 10:03
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 48 min Good Morning from #Germany where the number of hospital beds is one of the highest in the OECD w/8 per 1,000 inhabitants. Healthcare capacity to weather a crisis is much larger compared to Italy (3.2 per 1,000), the US (2.8 per 1,000) or the UK (2.5). (link)
6/3 23:30
af Helge Larsen/PI-redaktør
Clarkson's Platou weekly #tanker report confirms the great rate environment.(link)
6/3 23:19
af Helge Larsen/PI-redaktør
BREAKING: Bond yields fall to new record lows as investors worry that economic damage from the spreading virus outbreak will be worse than previously thought. The price of oil plunges 10%, its worst drop in more than five years.(link)
6/3 21:47
af Helge Larsen/PI-redaktør
Bloomberg Markets @markets Gold jumped to a fresh seven-year high as investors tried to assess an expanding global health crisis (link)
6/3 20:35
af Helge Larsen/PI-redaktør
Reuters @Reuters · 5 min Traders bet Fed will make another, bigger rate cut in mid-March (link)
6/3 09:54
af Helge Larsen/PI-redaktør
Bloomberg Markets @markets JPMorgan says repo-rate spikes are a short disruption, not a breakdown (link)
6/3 09:20
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 5 min For a change a good number from the pre-Coronavirus era. German factory order jumped 5.5% MoM in Jan vs +1.3% expected, biggest increase since 2014. Domestic orders -1.3% on Month, Foreign orders +10.5% on Month.
6/3 08:18
af Helge Larsen/PI-redaktør
Nikkei 225 i Tokyo faller 2,86 prosent Hang Seng i Hongkong er ned 2,15 prosent Kospi i Seoul faller 2,20 prosent Shanghai Composite er ned 0,98 prosent Singapore-børsen faller 1,66 prosent ASX 200 i Sydney faller 2,41 prosent
5/3 13:49
af Helge Larsen/PI-redaktør
"Opec-ministre skal være enige om et produksjonskutt på ytterligere 1,5 millioner fat per dag, melder Reuters torsdag, og viser til en kilde. Også Bloomberg News melder om det samme. Opec-landene holder møte i dag, torsdag. Opec og samarbeidslandene i produksjonskuttavtalen (Opec+) skal holde møte fredag. Oljeprisen stiger noe i etterkant av nyheten. Et fat nordsjøolje koster nå 51,46 dollar, en nedgang på 0,21 prosent fra midnatt" .
5/3 09:10
af Helge Larsen/PI-redaktør
Reuters @Reuters · 4 min Tumbling bond yields, coronavirus halt dollar advance (link)
5/3 09:02
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 4 min The global economy faces a rare twin supply-demand shock. The OECD has cut its 2020 global growth outlook to 2.4%, 0.4ppts above recession threshold. Rogoff warns 1970s style supply shortages could spur inflation. (link)
5/3 08:57
af Helge Larsen/PI-redaktør
The coronavirus threatens to plunge both #France and #Italy into recession, and a prolonged epidemic could ripple through the region’s economy and financial markets and cause a “vicious sovereign-bank loop,” the EU warns. (link)
5/3 08:55
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 21 min Global coronavirus cases rise >95k w/death toll reaches at least 3,285. California declares emergency as US death toll rose to 11. U.S. lawmakers agree on $7.8 billion in emergency spending. Italy cases >3k. Germany's Merck KGaA assumes -1% coronavirus effect on 2020 net sales.
5/3 08:37
af Helge Larsen/PI-redaktør
S&P Futures +0.9%, Brent -1.2%, Equinor i USA +0.5%, Frontline -0.3%, Golden Ocean +0.9%, Nikkei i dag +0.7%, Hang Seng i dag +1.2%.
5/3 08:37
af Helge Larsen/PI-redaktør
Marius Lorentzen @mariuslorentzen Det britiske flyselskapet Flybe slet fra før, men coronaviruset veltet lasset: Nå er alle fly satt på bakken og virksomheten stanset (link)
5/3 08:36
af Helge Larsen/PI-redaktør
Nikkei 225 i Tokyo stiger 0,75 prosent Hang Seng i Hongkong stiger 1,17 prosent Kospi i Seoul stiger 0,49 prosent Shanghai Composite stiger 1,40 prosent Singapore-børsen er opp 0,22 prosent ASX 200 i Sydney klatrer 1,09 prosent
4/3 17:53
af Helge Larsen/PI-redaktør
Danske Bank Research @Danske_Research Hey guys, do you remember what started the recent sell-off? It was the very weak Markit PMI service index, which was released on Friday 21 February
4/3 08:57
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 6 min WHO head said novel coronavirus doesn’t transmit as efficiently as influenza but the fatality rate is higher at 3.4%. Total infections rose >93k, w/China reporting 38 more deaths & fatalities rising to nine in the US. Number of confirmed cases in Germany has risen >200. (via BBG)
4/3 08:32
af Helge Larsen/PI-redaktør
Holger Zschaepitz @Schuldensuehner · 14 min Good Morning from #Germany where the transatlantic gap has decreased, at least in the bond markets. 10y US/German yield spread has dropped to 160bps, lowest since 2016, as US 10y yields has dropped <1%, mainly driven by Fed emergency rate cut and the expectations of more Fed cuts
4/3 08:22
af Helge Larsen/PI-redaktør
Fra Kina har det i natt kommet ferske PMI-tall fra tjenestesektoren. Indeksen halveres til 26,5 i februar, ned fra 51,8 måneden før, ifølge Caixin/Markit.
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