|
Feb 18, 21:07
|
Although global markets have narrowed the gap with the US in recent weeks, US equities still trade at a roughly 40% valuation premium to the rest of the world. That premium could shrink further if big tech companies lose their capital-light appeal due to rising capex and begin to https://t.co/1XUBCE7NXV
|
N/A |
—
|
—
|
No analysis
|
|
Feb 18, 11:54
|
Good Morning from Germany, which can once again borrow at slightly lower rates, helped by the new bond-market narrative that AI is deflationary. At today’s auction of 10-year Bunds, Berlin paid an avg yield of 2.73%, down from 2.85% and 2.83% at previous sales. Demand, however, https://t.co/JX09uGPrZx
|
N/A |
—
|
✓
|
Batch analyzed (2 ideas in batch of 50)...
|
|
Feb 17, 21:25
|
#Amazon snaps 9d losing streak during which it lost more than $450bn in value. https://t.co/0lGS8k6lrO https://t.co/TjEQVxihvT
|
N/A |
—
|
✓
|
Batch analyzed (2 ideas in batch of 50)...
|
|
Feb 17, 10:25
|
Good Morning from Germany, where investor optimism unexpectedly cooled in Feb, casting a shadow over the recovery. The ZEW Institute’s expectations index slipped to 58.3 from 59.6 in Jan. Acc to ZEW President Wambach, the economy has entered a “phase of recovery,” but the https://t.co/a420913bSF
|
N/A |
—
|
✓
|
Batch analyzed (3 ideas in batch of 50)...
|
|
Feb 16, 11:06
|
After Russia’s invasion of Ukraine prompted #Sweden to reverse course on NATO membership, the country is now considering another historic shift. Donald Trump’s “America First” foreign policy has led to renewed debate in Sweden about adopting the #Euro. Polls still show that more https://t.co/vER6jc95pp
|
N/A |
—
|
✓
|
Batch analyzed (3 ideas in batch of 50)...
|
|
Feb 16, 09:15
|
Good Morning from #Germany, where gas storage levels have fallen below 24% – a record low for this time of year. Typically, storage levels average around 50.7% at this point. At 23.95%, inventories are also at their lowest level since May 2018. https://t.co/GqHafPegwr
|
N/A |
—
|
✓
|
Batch analyzed (4 ideas in batch of 50)...
|
|
Feb 15, 20:04
|
#Bitcoin is moving in tandem w/software stocks, which are currently pressured from AI-driven disruption. It appears that the structural shake-up in the software sector is also weighing on Bitcoin through a liquidity channel: many software developers and tech investors hold https://t.co/9J1KWHldsl
|
N/A |
—
|
✓
|
Batch analyzed (3 ideas in batch of 50)...
|
|
Feb 15, 16:21
|
The AI-driven productivity take-off may finally be visible, Erik Brynjolfsson says. New data released this week challenges the narrative that artificial intelligence has yet to meaningfully impact the broader US economy. While earlier reports pointed to steady job growth, revised https://t.co/5h6a0QQuvT
|
N/A |
—
|
✓
|
Batch analyzed (2 ideas in batch of 50)...
|
|
Feb 15, 13:27
|
Good Morning from Germany, where the country appears to be slowly losing its last competitive edge: its strong credit rating. A weak economy, rising debt, and the debate over new Eurobonds have narrowed the yield gap with Italy to just 0.6ppts – the smallest spread since 2008. https://t.co/L5R8CoGsm2
|
N/A |
—
|
✓
|
Germany's credit rating is...
|
|
Feb 13, 18:39
|
SpaceX is considering a dual-class share structure in its planned IPO this year, BBG reports, citing people familiar with the matter, mirroring a strategy its billionaire founder Elon Musk floated for Tesla. A two-tier structure would give select shareholders stock with extra https://t.co/aRmdbyBE0P
|
N/A |
—
|
✓
|
SpaceX is reportedly considering a...
|
|
Feb 13, 14:00
|
EU carbon prices continue to fall after German Chancellor Friedrich Merz told an industry summit that the EU should be open to revising or postponing the Emissions Trading System. Prices are now down around 20% from their mid-January highs, following a series of developments that https://t.co/8jdIkfusak
|
N/A |
—
|
✓
|
EU carbon...
|
|
Feb 13, 13:48
|
Good Morning from Germany, where the current account balance in Dec rose to €16.1bn, up from €14.2bn in Nov. The surplus was driven mainly by strong primary income (€17.5bn), while the goods surplus eased to €8.6bn and services remained in deficit (-€2.1bn). Germany https://t.co/8SgKYW7bTV
|
N/A |
—
|
✓
|
Germany's current...
|
|
Feb 11, 14:07
|
OOPS! January US jobs report came in much stronger than expected. Establishment Survey showed 130k new payrolls, well above 65k consensus estimate – and ahead of “whisper numbers” that were closer to 50k or even lower. Acc to Household Survey, employment jumped by 528k in Jan, https://t.co/2cGxKrLaeh
|
N/A |
—
|
—
|
No analysis
|
|
Feb 11, 13:35
|
Good Morning from Germany, where tourism is booming – at least. Last year set a new record w/497.5mln overnight stays. The number of overnight stays by domestic travelers rose by 0.7% YoY to 413.7mln in 2025. By contrast, overnight stays by foreign visitors fell by 1.8% to https://t.co/BEobJOPDW4
|
N/A |
—
|
—
|
No analysis
|
|
Feb 10, 21:29
|
Tax The "AI Disruption" trade just came for tax planners: Wealth management stocks crashed today after Altruist debuted an AI tool for tax strategies. The market is pricing in a major threat to the middlemen. Raymond James Financial dropped 8.8% for its worst day since March https://t.co/IK7cZwoKBy
|
N/A |
—
|
—
|
No analysis
|
|
Feb 10, 16:05
|
Demand for #Alphabet’s 100y bond is off the charts, even though AI is one of the most unpredictable technologies, capable of destabilizing entire business models and companies within a matter of months. The 100y tranche was almost 10x oversubscribed, w/£9.5bn of orders for a £1bn https://t.co/OE4ysl5WBY
|
N/A |
—
|
—
|
No analysis
|
|
Feb 10, 10:33
|
Good Morning from #Germany, where stock market culture is booming – at least among retail investors. Net inflows into equity funds and equity ETFs rose to nearly €52bn last year, making it the second-best year on record after the boom year of 2000, when German investors put https://t.co/M2zeM7c1PG
|
N/A |
—
|
—
|
No analysis
|
|
Feb 09, 17:19
|
TOTALLY CRAZY! #Alphabet has attracted >$100bn of orders for a bond sale that’s expected to be ~$15bn, BBG reports, citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering, showing investor hunger to buy debt tied to https://t.co/Z5Kyxqbq11
|
N/A |
—
|
—
|
No analysis
|
|
Feb 09, 08:55
|
Good Morning back from Germany, where house prices at the start of the year fell more sharply than at any point since 2023. The Europace House Price Composite Index declined by 0.27% in January compared MoM, w/prices for existing homes falling in particular. One key reason is the https://t.co/V1UGJzabLy
|
N/A |
—
|
—
|
No analysis
|
|
Feb 07, 19:58
|
FOBO is the new FOMO. 📉 Fear Of Becoming Obsolete is ripping through the software sector. We are moving from "Generative AI" (tools) to "Agentic AI" (replacements). If your SaaS product just digitizes a process, Anthropic’s Opus 4.6 just made you vulnerable. The "moat" is gone. https://t.co/WwGKln0CLI
|
N/A |
—
|
—
|
No analysis
|
|
Feb 07, 07:10
|
Good Morning from #Austria, where public spending accounts for more than 55% of GDP – one of the highest ratios in the world. Only France, Finland, and Libya have an even larger share of government spending relative to their economies. https://t.co/g2odwk2CeB
|
N/A |
—
|
—
|
No analysis
|
|
Feb 06, 19:52
|
Dow Jones Industrial Average breaks above 50,000 for the first time amid optimism over the US economy and corporate earnings. (BBG) https://t.co/zICMBnkC8d
|
N/A |
—
|
—
|
No analysis
|
|
Feb 06, 16:36
|
OOPS! #Microsoft is now almost 30% below its highs. Over the past 10+ years, the only larger drawdown was in 2022. The stock has also given up all of its relative outperformance versus the S&P 500 since November 2022, when ChatGPT was launched. (via Goldman) https://t.co/D1LZu35I2c
|
N/A |
—
|
—
|
No analysis
|
|
Feb 06, 15:14
|
Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears. Spending planned by Alphabet, Amazon, Meta, and Microsoft is a boom without a parallel this century. The companies' estimates for this year are expected to either near or surpass their budgets for the past https://t.co/7FtJAomGK3
|
N/A |
—
|
—
|
No analysis
|
|
Feb 06, 09:02
|
This chart says a lot. Almost overnight, software has come to be seen as a sector that could be fundamentally disrupted by AI. The recent sell-off has picked up speed following the release of Anthropic’s Opus 4.6. https://t.co/75nIapFUuN
|
N/A |
—
|
—
|
No analysis
|
|
Feb 06, 07:50
|
Good Morning from #Austria, where the debt ratio is now well above 80%, significantly higher than in Germany, and the EU has launched an excessive deficit procedure (EDP) against the country.
The main reasons are the recession of recent years, generous crisis subsidies such as https://t.co/3u6UaZV145
|
N/A |
—
|
—
|
No analysis
|
|
Feb 05, 07:22
|
Good Morning from #Austria where the Austrian Euro is ~20% overvalued vs. the German Euro when measured by Nutella purchasing power parity (Price for homogeneous product Nutella): A 750g jar costs €8.79 per kg in Austria vs €7.05/kg in Germany, so by that metric, Austria's Euro https://t.co/izSVJPBPmM
|
N/A |
—
|
—
|
No analysis
|
|
Feb 04, 21:54
|
I like this chart from the latest note by credit legend Matt King, who shares sharp and often provocative ideas through Satori Insights. It shows a correlation between the change in the Fed's balance sheet and Bitcoin. His rule of thumb is that expansions in central bank reserves https://t.co/O4Uuu1rn1c
|
N/A |
—
|
—
|
No analysis
|
|
Feb 04, 08:09
|
Good Morning from Austria, where inflation fell unexpectedly sharply to 2% in January – lower than in Germany –, down from 3.8% in December. Still, average inflation in 2025 is a hefty 3.6%. One key reason for last year’s high figure was the expiry of the electricity price cap at https://t.co/BBeRZBgOuj
|
N/A |
—
|
—
|
No analysis
|
|
Feb 03, 07:24
|
Good Morning from #Austria, where the unemployment rate rose by 0.3 percentage points to 8.8% in January, the highest level since March 2021. The number of job vacancies has fallen by 11.8%. The increase reflects both cyclical and structural pressures.
On the cyclical side, the https://t.co/NYPiLzWaiS
|
N/A |
—
|
—
|
No analysis
|
|
Feb 02, 07:32
|
Good Morning from Austria, which, like Germany, has been underperforming on growth – though not quite as badly. Since the end of 2017, the economy has expanded by 6.5%, lagging behind France and Italy. The main reasons are demographic change, weak productivity, and geopolitical https://t.co/sxSL6FiFVR
|
N/A |
—
|
—
|
No analysis
|
|
Feb 01, 09:40
|
Good Morning from Germany, where retail deposits have surged to nearly €3 trillion, driven by strong gains in real wages and a generally risk-averse approach to investing. https://t.co/tG1HIAgX0I
|
N/A |
—
|
—
|
No analysis
|
|
Jan 31, 08:42
|
Good Morning from Germany, where inflation has picked up again. Headline CPI rose from 1.8% in Dec to 2.1% in Jan, w/food inflation accelerating from 0.8% to 2.1%, the highest level since Sep 2025. Core inflation also moved higher, increasing from 2.4% to 2.5%, as service prices https://t.co/F5dQRBmyeS
|
N/A |
—
|
—
|
No analysis
|
|
Jan 31, 00:30
|
Stanley Druckenmiller says Kevin Warsh is not a permanent policy ‘hawk.’ Gold and silver prices plunge as Trump picks Warsh as next Fed chair. https://t.co/ykOwAu9fRB https://t.co/VB4UdXGSE0
|
N/A |
—
|
—
|
No analysis
|
|
Jan 30, 14:46
|
Investors betting on reflation don’t seem thrilled by Kevin Warsh’s Fed nomination. Gold, Silver and Bitcoin – assets that benefit from abundant Fed liquidity – are all down today. While Warsh supports lower interest rates, he also wants the Fed to shrink its balance sheet, which https://t.co/Z0ph9s3WGJ
|
N/A |
—
|
—
|
No analysis
|
|
Jan 30, 13:53
|
President Trump picks a reinvented Kevin Warsh as the next chair of the Fed. Warsh, who served on the US central bank's Board of Governors from 2006 to 2011, would succeed Jerome Powell when his term ends in May. As a Fed governor from 2006-11, Warsh called for higher rates even https://t.co/qtG5DGUtUv
|
N/A |
—
|
—
|
No analysis
|
|
Jan 30, 10:09
|
#Germany’s economic stagnation is having an increasingly strong impact on the labor market. The number of unemployed has risen by 177k in January MoM to 3.085 million, the highest level since 2014, and the unemployment rate increased from 6.2% to 6.6%.
However, on a seasonally https://t.co/6XBSrSKHxw
|
N/A |
—
|
—
|
No analysis
|
|
Jan 30, 09:05
|
Good Morning from #Germany, where gas storage levels continue to fall and now stand at just 34.4%. This is a new record low for this time of year – normally, storage levels are well above 50%. And storage levels are also below the European avg of just under 43%. https://t.co/xBBe5lTWGD
|
N/A |
—
|
—
|
No analysis
|
|
Jan 29, 17:52
|
AI is shaking up the software sector. Software stocks are sliding as investors worry that AI could disrupt business models faster than expected, especially after Microsoft reported slowing cloud growth and issued cautious guidance. Shares of German software giant SAP fell as much https://t.co/Yp7i61xYZ0
|
N/A |
—
|
—
|
No analysis
|
|
Jan 29, 11:25
|
Good Morning from Germany, where the value of the country’s gold reserves has climbed to €496bn. Germany holds 3,352 tonnes of gold through the Bundesbank. More than 1,200 tonnes are stored in New York, with the rest held in Frankfurt and London. https://t.co/JUbuG3Tze5
|
N/A |
—
|
—
|
No analysis
|
|
Jan 28, 17:19
|
It looks like negative interest rates are returning to #Switzerland. Government bonds w/maturities of up to 4yrs are now yielding negative returns. https://t.co/yDhOqYI74z
|
N/A |
—
|
—
|
No analysis
|
|
Jan 28, 07:30
|
Good Morning from Germany, where consumers are finally feeling a bit more optimistic! GfK Consumer Sentiment jumped for Feb to -24.1 from -26.9 in Jan, driven by rising wages & falling inflation. Propensity to buy hit its highest level since March 2022. However, experts warn the https://t.co/75NGyuU6YL
|
N/A |
—
|
—
|
No analysis
|
|
Jan 26, 09:59
|
Good Morning from Germany, where new economic data has cooled hopes that the economy is finally turning the corner. The Ifo Business Expectations index unexpectedly fell to 89.5 in January from 89.7 in December, despite promises of large govt investment ahead. Economists surveyed https://t.co/jHRcXtNQ81
|
N/A |
—
|
—
|
No analysis
|
|
Jan 26, 00:41
|
#Gold tops $5,000 an ounce for the first time, extending a breakneck rally fueled by US President Donald Trump’s reshaping of international relations and investor flight from sovereign bonds and currencies. https://t.co/L6UZoDllxC
|
N/A |
—
|
—
|
No analysis
|
|
Jan 25, 18:03
|
Hello from Germany, where the day-ahead electricity price has jumped to €141 per megawatt-hour as cloudy, windless weather sharply reduced power generation from renewables. At the same time, gas prices have climbed >€40 per MWh, driven by cold temperatures and low gas storage https://t.co/zrx4D76jeD
|
N/A |
—
|
—
|
No analysis
|
|
Jan 24, 18:13
|
Hello from Davos – What did I learn at this year's #wef26? 🇨🇭🏔️
It was my 13th time at the WEF, but I have never experienced intensity like this.
After the departure of Klaus Schwab, many predicted the Forum would lose relevance. They were wrong. Between Trump’s arrival and the https://t.co/6bNwobyL5q
|
N/A |
—
|
—
|
No analysis
|
|
Jan 24, 00:23
|
TROUBLE? A BlackRock private debt fund is set to mark down the value of its assets by 19% after a series of troubled loans hurt performance. The fund has struggled in part because of exposure to e-commerce aggregators and to home-improvement group Renovo Home Partners, which has https://t.co/3q1ivIcSP0
|
N/A |
—
|
—
|
No analysis
|
|
Jan 23, 16:29
|
#Silver topped $100 an ounce for the first time, extending a rally built on surging demand for haven assets and frenzied buying in retail markets. (BBG) https://t.co/fGc4kmdQgA
|
N/A |
—
|
—
|
No analysis
|
|
Jan 23, 09:45
|
Good Morning from Davos. On day four of #WEF26, the final item on the agenda is the global economic outlook. Speakers include ECB President Christine Lagarde, IMF Managing Director Kristalina Georgieva and Pfizer CEO Albert Bourla, who will discuss geopolitical risks, innovation https://t.co/oO1mLvGjSq
|
N/A |
—
|
—
|
No analysis
|
|
Jan 22, 09:08
|
Chancellor Friedrich Merz’s speech at #WEF26 was met with polite applause that lasted just eight seconds. He lagged well behind Mark Carney in addressing the new world order, and his reform agenda offered little that was new. https://t.co/22hypnjcbu
|
N/A |
—
|
—
|
No analysis
|
|
Jan 22, 09:01
|
Today’s #WEF26 agenda was expanded at short notice to include an appearance by @elonmusk, one of Davos’s most outspoken critics. He will speak at 4:30 p.m. in the large congress hall – the same venue used for Jensen Huang. https://t.co/WgCtevFOWb
|
N/A |
—
|
—
|
No analysis
|
|
Jan 22, 07:32
|
Good Morning from Davos. On day3 of the #WEF26, attention turns to Chancellor Friedrich Merz’s speech. After Trump’s appearance, there’s a noticeable hangover. Last year, Merz promised in Davos that as chancellor he would think about Germany’s competitiveness every morning when https://t.co/d7bqQIMJKg
|
N/A |
—
|
—
|
No analysis
|
|
Jan 21, 13:26
|
I've never seen such a crowd in 13 years of Davos! Everyone's waiting for Donald Trump at #wef26 https://t.co/YNxXiAhLPG
|
N/A |
—
|
—
|
No analysis
|
|
Jan 21, 08:46
|
OOPS! US Treasury Secretary Scott Bessent said Deutsche Bank’s CEO called him to push back against reports that European investors might sell US assets. “This notion that Europeans would be selling US assets came from a single analyst at Deutsche Bank,” Bessent said at #WEF26 in https://t.co/c3D4hUo7Xy
|
N/A |
—
|
—
|
No analysis
|
|
Jan 21, 08:09
|
Good Morning from Davos. Day 2 of #WEF26 is all about Donald Trump. He arrives w/a “book of accomplishments,” a new “Board of Peace” meant to rival the UN, and a hard line on Greenland. He also plans to lecture Europe on energy and immigration. Also worth noting: Nvidia's Jensen https://t.co/iFV8zaoxaM
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 18:35
|
The "Sell America Trade" is back. Trump’s latest threats around Greenland pushed global investors to shift exposure away from US-centric investments. Dollar index headed for its biggest decline since April. US bond prices tumbled, sending yields spiking. https://t.co/DP0T9EuuCZ https://t.co/CZ6FDmIvH3
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 10:32
|
Von der Leyen at #wef26: US's additional tariffs over Greenland are a mistake. Greenland response to be proportional. https://t.co/rE1gCxISjO
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 10:13
|
One of the biggest beneficiaries of attention from an erratic Trump may be the EU. I’ve never seen Davos’ congress hall so crowded for a WEF special address by Ursula von der Leyen. #WEF26 https://t.co/w3duiv1Mvc
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 09:42
|
Gold is now the most “crowded trade”, acc to BofA’s monthly Global Fund Manager Survey. https://t.co/l4fQg4V5aR
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 09:40
|
The main theme at #Davos26 has also reached fund managers. In Bank of America’s survey, geopolitical conflict is seen as the biggest tail risk by fund managers. https://t.co/xZCBFcaFwb
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 09:16
|
Market looks ripe for a correction. January’s Fund Manager Survey is most bullish since Jul2021: expectations for global growth have jumped, cash levels have fallen to a record low of 3.2%, and protection against equity sell-off is at its lowest since Jan2018. BofA’s Bull & Bear https://t.co/a9T5lLpJzn
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 08:30
|
OOPS! The slump in Japanese bonds deepened, sending yields soaring to records as investors gave a thumbs down to PM Sanae Takaichi’s election pitch to cut taxes on food. Japan's 30y yields rocketed 26bps towards 4%. https://t.co/NzsbWQhnXV
|
N/A |
—
|
—
|
No analysis
|
|
Jan 20, 06:39
|
Good Morning from Davos. On day1 of the World Economic Forum, Europeans are pressured to respond to Trump’s threat of tariffs linked to Greenland. EU Commission President Ursula von der Leyen will speak first, followed by French President Emmanuel Macron in the afternoon. Macron https://t.co/hlu9B3bDhn
|
N/A |
—
|
—
|
No analysis
|
|
Jan 19, 18:21
|
The United States has actually become more popular among global CEOs as a destination for international investment, despite Trump’s interventions, acc to PwC’s CEO survey. https://t.co/iRicsqoVWT
|
N/A |
—
|
—
|
No analysis
|
|
Jan 19, 17:58
|
OUCH! Most companies have yet to see financial returns from their investments in AI, acc to PwC’s CEO survey. https://t.co/l2yXgXkxNM
|
N/A |
—
|
—
|
No analysis
|
|
Jan 19, 14:02
|
OUCH! #China's population falls again as births drop to lowest rate since 1949 communist revolution. The number of new babies born was just 7.92mln in 2025, a decline of 1.62mln, or 17% YoY. The latest birth numbers show that the slight tick upward in 2024 was not a lasting https://t.co/QpUO7tRLFk
|
N/A |
—
|
—
|
No analysis
|
|
Jan 19, 10:59
|
Good Morning from Davos. Ahead of #WEF26 IMF has at least delivered some good news for the global economy. It now expects global GDP to grow by 3.3% this year, up from 3.1% predicted in October, driven mainly by investment in artificial intelligence. The growth forecast for 2027 https://t.co/WpeLEKPh2a
|
N/A |
—
|
—
|
No analysis
|
|
Jan 18, 20:59
|
Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the world’s largest listed spirits makers – Diageo, Pernod Ricard, Campari, Brown-Forman and Rémy Cointreau – are holding about $22bn worth of ageing spirits, the highest inventory level in more https://t.co/vhh89DkDX1
|
N/A |
—
|
—
|
No analysis
|
|
Jan 18, 15:12
|
Hello from #Germany, where the rolling 12-month trade surplus w/the United States has shrunk from more than €70bn to less than €58bn. This decline was one of the reasons Germany’s economy grew by just 0.2% in 2025. https://t.co/Ovs5UqmByc
|
N/A |
—
|
—
|
No analysis
|
|
Jan 16, 13:23
|
Good Morning from #Germany, where the new debt packages have yet to deliver a growth boost. The budget deficit narrowed to 2.4% of GDP in 2025, down from 2.7% the year before, but the economic impact so far remains limited. https://t.co/KWWaf8BQIu
|
N/A |
—
|
—
|
No analysis
|
|
Jan 15, 15:19
|
BlackRock is eating the world. Total assets under management hit a record $14 TRILLION after the firm pulled in $342bn of client money in Q4 alone. https://t.co/TLNBepa35D
|
N/A |
—
|
—
|
No analysis
|
|
Jan 15, 09:13
|
Good Morning from #Germany, which recorded its 1st year of growth since 2022. GDP rose by 0.2% in 2025 after 2 consecutive years of contraction. Modest expansion was driven by household consumption & govt spending, while investment declined and foreign trade weighed on growth. https://t.co/yU0ArEr4lU
|
N/A |
—
|
—
|
No analysis
|
|
Jan 14, 18:48
|
Hello from Germany, which is continuing to lose ground in global equity markets. The country now has just 2 companies in the world’s top 100 by market value: SAP and Siemens. Even SAP – once Europe’s largest company – has slipped to 46th place globally, now trailing firms such as https://t.co/Z1YZ7bvzUM
|
N/A |
—
|
—
|
No analysis
|
|
Jan 13, 16:54
|
Hello from #Germany, where property prices edged down slightly in December. The Europace German House Price Index slipped 0.1% from Nov, with condo prices falling 0.6% MoM. At the same time, prices for new-build homes hit a fresh record high. Relative to rents, property prices https://t.co/QtEsDuCwfB
|
N/A |
—
|
—
|
No analysis
|
|
Jan 13, 00:08
|
Japan’s 30y govt bond yield jumped 10bps to 3.50%, its highest level since at least the 1990s. The move comes amid growing speculation that PM Sanae Takaichi may dissolve parliament as early as next month, following reports in local media. (BBG) https://t.co/Gf5IqITb9b
|
N/A |
—
|
—
|
No analysis
|
|
Jan 12, 18:23
|
Hello from Germany, where insolvencies continue to climb. Preliminary data show that regular insolvencies rose by nearly 9% in 2025 compared w/the previous year, reaching 131,145 cases – the highest level since 2014. https://t.co/cOv8s4EtYT
|
N/A |
—
|
—
|
No analysis
|
|
Jan 11, 09:32
|
Good morning from Germany, where gas storage levels have fallen below 50% – a historic low for early January. At the same point last year, storage was still at 76.8%. https://t.co/2xyeP7k7Eq via @welt https://t.co/V7Ac54vxgJ
|
N/A |
—
|
—
|
No analysis
|
|
Jan 10, 08:12
|
Good Morning from #Germany, where the productivity gap w/the US is widening. The US economy has recently become 4.9% more productive, while productivity in Germany has barely moved. One key reason: Germany has fallen behind on digitalisation. https://t.co/sQRwe0v3x6
|
N/A |
—
|
—
|
No analysis
|
|
Jan 09, 18:45
|
OOPS! Labor’s share of US GDP drops to a record low in data back to 1947, BBG reports. The labor share, the portion of US econ output that goes to workers in the form of wages and salaries, fell to 53.8% in Q3 2025. The labor share has been trending down since a spike in 2020 at https://t.co/8230eg46YP
|
N/A |
—
|
—
|
No analysis
|
|
Jan 09, 13:52
|
Latest US jobs data mixed: Establishment Survey for Dec showed 50k payroll additions, below Street's 70k. But household survey pointed to solid job additions last month of +232k, so the unemployment rate fell to 4.4%, down from 4.5% in Nov and below the Street’s 4.5% forecast. https://t.co/hhZtTozYne
|
N/A |
—
|
—
|
No analysis
|
|
Jan 09, 13:04
|
Good Morning from Germany, where industrial production surprised to the upside for a 3rd straight month. Output rose 0.8% MoM in Nov, led by the auto industry, w/additional gains in machinery-related sectors. These increases more than offset a decline in energy production. Taken https://t.co/ngHMoQPkGC
|
N/A |
—
|
—
|
No analysis
|
|
Jan 08, 12:45
|
German Factory Orders rose by 5.6% in Nov MoM, mainly due to large defense contracts. But even w/o the highly volatile bulk orders, which rise w/long-term defense contracts, orders surprised on the upside w/an increase of 0.7%. https://t.co/1F7wYbGaLL
|
N/A |
—
|
—
|
No analysis
|
|
Jan 08, 09:00
|
Good Morning from Germany, where cold weather is rapidly draining gas storage. Facilities are now only 52% full – the lowest level for this time of year since at least 2020, and even lower than in 2022, the year Russia launched its war against Ukraine. https://t.co/RPoHPIQByy
|
N/A |
—
|
—
|
No analysis
|
|
Jan 07, 23:46
|
Alphabet has reclaimed the No. 2 spot by market cap, surpassing Apple for the first time since 2019 – w/only Nvidia now ahead. https://t.co/WcAyeHieDT
|
N/A |
—
|
—
|
No analysis
|
|
Jan 07, 08:19
|
Good Morning from #Germany, where the benchmark index Dax has crossed 25,000. Since starting at 1,000 points in 1987, the index has risen by ~2,400% – an annualized return of 8.83%. https://t.co/mpmy81p0xv
|
N/A |
—
|
—
|
No analysis
|
|
Jan 06, 22:00
|
From Maduro to Jesus: why the prediction market boom is both useful and dangerous: Prediction platforms present themselves as tools for insight, but headline-grabbing wagers on real-world events are raising serious questions about access, market integrity, and regulation. https://t.co/2kUCP9SFFW
|
N/A |
—
|
—
|
No analysis
|
|
Jan 06, 17:08
|
Hello from Germany, where #inflation slowed more than expected at the end of last year. Consumer prices rose 1.8% in Dec YoY, below the 2.1% forecast. The slowdown was driven mainly by falling energy prices and a sharp easing in food inflation, which dropped to just 0.8%. Core https://t.co/7e8NOK6uN4
|
N/A |
—
|
—
|
No analysis
|
|
Jan 05, 11:35
|
Good Morning from Germany, where a change in migration policy is having a visible impact. The number of first-time asylum seekers fell 51% YoY in 2025, dropping to 113,236 from 229,751 in 2024. This is the lowest level since the pandemic. https://t.co/sIBesLFvNo https://t.co/dnDeIK7sor
|
N/A |
—
|
—
|
No analysis
|
|
Jan 03, 08:11
|
Good Morning from Germany, where households’ financial assets could exceed €10tn this year, a new record.
But this milestone is not being driven by strong stock markets creating wealth. Instead, it mainly reflects a very high savings rate of well over 10%. Germans hold only https://t.co/aAW77Uai26
|
N/A |
—
|
—
|
No analysis
|
|
Jan 03, 00:27
|
The S&P 500 is now just 1.2% below its all-time high, supported in part by abundant global liquidity, which remains close to record levels. https://t.co/XXVsMM95uy
|
N/A |
—
|
—
|
No analysis
|
|
Jan 02, 09:02
|
Good Morning from Germany, where progress on gender diversity at the top has stalled.
For the first time in years, the share of women on the boards of the largest listed companies has declined. In the Dax, women now account for 25.5% of board members, down 0.2ppts from last year. https://t.co/MXsFLf3J4H
|
N/A |
—
|
—
|
No analysis
|
|
Jan 01, 12:33
|
Good Morning from Germany, where Chancellor Friedrich Merz has urged citizens to ignore “scaremongers and doomsayers” and trust in the country’s ability to overcome its many challenges.
The economic backdrop is sobering. In the first 25 years of the 21st century, Germany’s https://t.co/86gaQq9Hfb
|
N/A |
—
|
—
|
No analysis
|
|
Dec 30, 13:33
|
The German benchmark index, the Dax, finished 2025 up 23%, marking its strongest annual performance since 2019. https://t.co/di9OEfBjIN
|
N/A |
—
|
—
|
No analysis
|
|
Dec 30, 08:49
|
Good Morning from Germany, home to 156 billionaires – more than any other country in Europe. But there’s a catch: only 26% are self-made, while the vast majority inherited their wealth.
That highlights a structural weakness. Germany is not generating much new wealth through tech https://t.co/gbchj3xTWl
|
N/A |
—
|
—
|
No analysis
|
|
Dec 29, 19:52
|
The chart highlights that #Silver’s rally over the past six months has been strongly supported by inflows into silver ETFs. Recently, those inflows have faded, which helps explain today’s pullback. What’s notable is that even though silver is trading near record highs, silver ETF https://t.co/xfqOhkA9Q6
|
N/A |
—
|
—
|
No analysis
|
|
Dec 29, 14:35
|
Good Morning from Germany, which is slowly losing one of its last major competitive advantages: its top credit standing. Risk premiums in Southern Europe have narrowed sharply – Spain’s 10y spread is down to 0.42ppts, Italy’s to 0.68ppts, and Portugal’s to just 0.28ppts. All are https://t.co/DjuiPJcxZY
|
N/A |
—
|
—
|
No analysis
|
|
Dec 27, 16:33
|
Hello from Germany, where economists forecast avg growth of ~1% in 2026. And that is artificially inflated b/c 2026 has a total of 2.4 more working days, as 2 national holidays fall on a weekend, as does a regional holiday. There’s a common rule of thumb that each additional https://t.co/6FyMPD4eDr
|
N/A |
—
|
—
|
No analysis
|
|
Dec 26, 08:40
|
Good Morning from Germany, where the benchmark index Dax is on track for its biggest annual gain since 2019 despite the economic stagnation. The reason: Dax comps earn only ~20% of their revenues at home. Roughly a quarter comes from the rest of Europe, another quarter from North https://t.co/nxgCtpzH2m
|
N/A |
—
|
—
|
No analysis
|
|
Dec 25, 10:45
|
Good Morning from #Germany, where trade w/China has turned from a growth driver into a drag on the German economy. German exports to China have declined relative to German GDP, while China’s exports to Germany have remained stable relative to Chinese GDP. https://t.co/NBNmJ8P2WJ
|
N/A |
—
|
—
|
No analysis
|
|
Dec 24, 07:47
|
Good Morning from Germany on Christmas Day, where not only car production has slumped, but even chocolate Santa Claus production has fallen to its lowest level since 2018. https://t.co/KKJ4t0kAjv
|
N/A |
—
|
—
|
No analysis
|
|
Dec 24, 00:48
|
The precious-metals melt-up is accelerating w/#Gold, #Platinum and #Silver have all hit new all-time highs, while #Palladium is also climbing due to supply disruptions in major producer South Africa. https://t.co/pFhtygx44C
|
N/A |
—
|
—
|
No analysis
|