All Sources✓
YouTube✓
Twitter✓
Reddit✓
Substack✓
Insider✓
News✓
Loading...
0 selected
All directions✓
▲ Long✓
▼ Short✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
10:00
Apr 16
@Schuldensuehner
Good Morning from Germany, where the risk map is brutally asymmetric. Oxford Economics says an AI boom would add just 0.1ppts to annual grow…
17:57
Apr 15
@Schuldensuehner
OOPS! The S&P 500 briefly touched a new record intraday high over 7,003. https://t.co/oO0LI61cR5
13:50
Apr 15
@Schuldensuehner
Hello from Germany, where AI is reshaping the benchmark index Dax. SAP is no longer the index’s largest company. The software giant has fall…
09:59
Apr 14
@Schuldensuehner
Good Morning from Germany, where the subsidy bill keeps rising: total subsidies are set to increase from €307bn in 2025 to €321bn in 2026. F…
14:34
Apr 13
@Schuldensuehner
Hello from Germany, where the coalition has agreed on €1.6bn in fuel-price relief to shield consumers from surging energy costs. The package…
20:38
Apr 12
@Schuldensuehner
#Hungary’s Forint jumped 1.9% against the Euro to a 3y high after voters ousted Orbán. https://t.co/k3NT819BFI https://t.co/UvqaDvox2t
08:00
Apr 12
@Schuldensuehner
Good Morning from Germany, where consensus growth forecasts, which had been remarkably slow to change, are now starting to drift lower. Grow…
06:51
Apr 11
@Schuldensuehner
Good Morning from Germany, which is weighing a strategic natural gas reserve to protect supplies in a worst-case crisis. The proposed emerge…
18:39
Apr 10
@Schuldensuehner
Palantir stock continued to slide even after Donald Trump gave the company a public boost on Truth Social, praising its “great war-fighting …
07:09
Apr 10
@Schuldensuehner
Good Morning from #Germany where the social contribution burden keeps rising. A new study says the Social Contribution Memorial Day shifts t…
23:34
Apr 09
@Schuldensuehner
OUCH! Software has continued to lag semiconductors, w/the software-vs-semis trade down another 7.5%. That brings the weekly decline to 18%, …
20:52
Apr 09
@Schuldensuehner
OOPS! The Nasdaq 100 has now risen for seven straight sessions, its longest winning streak since September 2025, and is back above its pre-I…
07:03
Apr 09
@Schuldensuehner
Good Morning from Germany, where industrial production unexpectedly declined in Feb, even before the Iran war started, casting doubt on hope…
08:51
Apr 08
@Schuldensuehner
German 10y (nominal) yields plunge 15bps (w/10y inflation expectations down 10bps) on Iran ceasefire. https://t.co/TN4TRdNdX1
08:38
Apr 08
@Schuldensuehner
Good Morning from Germany, where industry was showing little sign of recovery even before the war. Factory orders rose just 0.9% in Feb MoM,…
00:36
Apr 08
@Schuldensuehner
#Oil slumps as US, Iran agree to 2-week ceasefire. https://t.co/YppOx4t3zD
19:37
Apr 07
@Schuldensuehner
A key benchmark for physical oil has surged to its highest level on record, showing that global crude markets are increasingly pricing in su…
08:33
Apr 07
@Schuldensuehner
Good Morning from Germany, where the public deficit rose to €127bn in 2025, up from €104bn a year earlier. That is the highest level since t…
23:32
Apr 06
@Schuldensuehner
Is this a warning sign of a private credit crisis, or just market panic? Blue Owl Capital, often considered a poster child for the private c…
08:14
Apr 06
@Schuldensuehner
Good Morning from #Germany, where the labor market looks healthier than it really is. Headline employment is holding up, but productive jobs…
EWG
MED
07:45
Apr 05
@Schuldensuehner
Good Morning from Germany, which now ranks only in the middle of the pack in Europe when it comes to tax-free fuel. Gasoline is most expensi…
08:01
Apr 04
@Schuldensuehner
Good Morning from Germany, a country whose influence on the world stage is fading. Its share of global GDP is expected to fall to 4% by 2030…
14:51
Apr 03
@Schuldensuehner
US job growth bounced back in Mar, and the unemployment rate unexpectedly fell, suggesting the labor market was holding up as the war w/Iran…
09:10
Apr 03
@Schuldensuehner
Good Morning from Germany on Good Friday, where church membership has been in decline for years. Official figures now show only 19.2 million…
09:51
Apr 01
@Schuldensuehner
Good Morning from Germany, where leading economic institutes have cut their growth forecasts in half on Iran war – from 1.3% to 0.6% for 202…
21:28
Mar 31
@Schuldensuehner
MSCI reclassifies #Greece to Developed Market from Emerging Market. https://t.co/PDcIgBsNRX
20:57
Mar 31
@Schuldensuehner
OOPS! Over the past quarter, Microsoft has underperformed the S&P 500 by nearly 20ppts – its worst relative performance since Q4 2000. I…
08:44
Mar 31
@Schuldensuehner
Good Morning from Germany, where retail sales unexpectedly fell in February. Sales dropped 0.6% MoM, while analysts surveyed by Bloomberg ha…
12:26
Mar 30
@Schuldensuehner
#Germany’s #inflation rate jumped from 1.9% in Feb to 2.7% in March, driven by a sharp rise in energy prices linked to the war in Iran. So f…
11:06
Mar 30
@Schuldensuehner
Good Morning from #Germany, where #inflation is picking up again on the back of the oil and gas shock. In North Rhine-Westphalia (NRW), the …
21:43
Mar 29
@Schuldensuehner
2026 is starting to rhyme w/2025. Same painful start, same question hanging in the air: is there an "all clear" moment coming? Last time, Li…
17:08
Mar 28
@Schuldensuehner
The Iran War has wiped $12 TRILLION from global markets; more than the entire economies of Germany, Japan, and the UK combined. https://t.co…
08:28
Mar 28
@Schuldensuehner
Good Morning from Germany, where retail deposits have surpassed the €3TRILLION mark. In February alone, more than €13bn flowed into these ac…
08:44
Mar 27
@Schuldensuehner
Good Morning from Germany, where officials are warning that the Iran crisis could cut 2026 growth in half. Internal estimates suggest expans…
21:43
Mar 26
@Schuldensuehner
Trump delivers another mini-TACO: after Nasdaq slipped into correction territory, he blinked again. Post-close, he extended the Iran deadlin…
08:25
Mar 26
@Schuldensuehner
Good Morning from Germany, where consumer sentiment is sliding as the Iran war fuels fears of stagflation. The GfK consumer sentiment index …
10:14
Mar 25
@Schuldensuehner
Good Morning from Germany, where sentiment among business leaders has deteriorated sharply, casting doubt on the expected economic recovery.…
09:46
Mar 24
@Schuldensuehner
Good Morning from Germany, where private-sector activity is weakening as the Iran war fuels fears of stagflation. However, a relatively stro…
18:04
Mar 23
@Schuldensuehner
👉 Fear index Vix tumbles w/oil on Trump’s softer Iran tone. Reality check: both still elevated vs. pre-war. This isn’t calm – it’s just less…
09:06
Mar 23
@Schuldensuehner
In times of acute crisis, the bond market is once again becoming somewhat more selective when it comes to the creditworthiness of borrowers.…
08:35
Mar 23
@Schuldensuehner
Good Morning from Germany, where the sharp rise in Bund yields has not yet fully fed through to the housing market. Yields on 10y Pfandbrief…
03:00
Mar 23
@Schuldensuehner
OUCH! By 2028, Google, Meta, and Amazon will each bring in more ad revenue than all of traditional media ad spending combined, acc to projec…
00:41
Mar 23
@Schuldensuehner
OOPS! According to Goldman Sachs, the avg daily share of ETF trading volume has reached an all-time high in March 2026, accounting for 37% o…
00:24
Mar 23
@Schuldensuehner
The CDU has won the state election in Rhineland-Palatinate by a clear margin, giving a boost to Chancellor Friedrich Merz. The party secured…
08:31
Mar 22
@Schuldensuehner
Good Morning from Germany, where Chancellor Merz faces a second electoral test after his CDU suffered a bruising defeat in a wealthy southwe…
09:26
Mar 21
@Schuldensuehner
Good Morning from #Germany, where 10y govt bond yields have risen >3%, their highest level since 2011. The recent increase is driven disprop…
11:59
Mar 20
@Schuldensuehner
Good Morning from Germany, where gasoline prices – even before taxes – are now higher than the avg price Americans pay at the pump, taxes in…
13:26
Mar 19
@Schuldensuehner
#ECB expects the war to have a material impact on near-term inflation and growth. Ups 2026 headline inflation forecast to 2.6% from 1.9%. Cu…
13:20
Mar 19
@Schuldensuehner
#ECB leaves deposit rate at 2.00% as expected. Says war poses upside inflation risks, downside growth risks. Says to decide based on core in…
09:21
Mar 19
@Schuldensuehner
OUCH! European gas jumps after the world’s top LNG plant hit by Iran. https://t.co/bHjVD9cZm0