[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Schuldensuehner Holger Zschaepitz Holger Zschaepitz posts on X about germany, tariffs, debt, italy the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::40129171/interactions)  - X Week XXXXXXX +22% - X Month XXXXXXXXX -XXXX% - X Months XXXXXXXXXX +18% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::40129171/posts_active)  - X Week XX -XX% - X Month XX -XXXX% - X Months XXX -XXXX% - X Year XXX -XXXX% ### Followers: XXXXXXX [#](/creator/twitter::40129171/followers)  - X Week XXXXXXX +0.09% - X Month XXXXXXX +0.20% - X Months XXXXXXX +3% - X Year XXXXXXX +5.40% ### CreatorRank: XXXXXXX [#](/creator/twitter::40129171/influencer_rank)  ### Social Influence [#](/creator/twitter::40129171/influence) --- **Social category influence** [finance](/list/finance) #2154 [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [germany](/topic/germany) #223, [tariffs](/topic/tariffs) #151, [debt](/topic/debt) 2.86%, [italy](/topic/italy) 2.86%, [stocks](/topic/stocks) #265, [jerome powell](/topic/jerome-powell) 1.9%, [fed](/topic/fed) 1.9%, [holidays](/topic/holidays) 1.9%, [france](/topic/france) 1.9%, [avg](/topic/avg) XXX% **Top accounts mentioned or mentioned by** [@polarizertrader](/creator/undefined) [@aaaamhim](/creator/undefined) [@vladbastion](/creator/undefined) [@jungpionier_](/creator/undefined) [@globalmarketsx](/creator/undefined) [@whoknows197563](/creator/undefined) [@abbas62413663](/creator/undefined) [@alexfernan51383](/creator/undefined) [@peterthiel](/creator/undefined) [@cangermayer](/creator/undefined) [@knowledgevital](/creator/undefined) [@bermudabat](/creator/undefined) [@r2discovery](/creator/undefined) [@longestfish](/creator/undefined) [@chilisummer](/creator/undefined) [@reservadevalor](/creator/undefined) [@psibirskiy](/creator/undefined) [@mohamd_amoudi](/creator/undefined) [@rprestros](/creator/undefined) [@itseasypop](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Goldman Sachs (GS)](/topic/goldman-sachs) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Kohl's Corporation (KSS)](/topic/$kss) ### Top Social Posts [#](/creator/twitter::40129171/posts) --- Top posts by engagements in the last XX hours "US tariff revenues hit a new record in June reaching $26.6bn up from $22.2bn in May. Since the fiscal year began in Nov total customs revenue has climbed to $108bn w/most of it collected in recent months as Trumps tariffs take effect"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944442894854525043) 2025-07-13 17:04:46 UTC 353.8K followers, 41.4K engagements "The US yield curve sharply steepened as short-term Treasury yields fell and 30y yields surged after a White House official said President Donald Trump is likely to fire Fed Chair Jerome Powell soon. The 2s/30s yield spread widened by 12bps"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945509270172090607) 2025-07-16 15:42:10 UTC 353.8K followers, 16K engagements "Good Morning from Germany where electricity prices on the energy exchanges have surged again topping XXX per megawatt hour. So far this year prices have crossed that level on XX days. At these rates building and operating large energy-hungry data centers in Germany becomes increasingly difficult"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1946909833573347611) 2025-07-20 12:27:30 UTC 353.8K followers, 100.9K engagements "2021 vibes: Calls are almost XX% of the total market volume hasnt been this high since the 2021 meme days Goldman's Garrett warns"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947378895352959387) 2025-07-21 19:31:23 UTC 353.8K followers, 30.3K engagements "Good Morning from Germany where long-term bond yields keep rising. The yield on 30y Bunds has reached XXXX% nearing its highest level in XX years"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943588417578611172) 2025-07-11 08:29:23 UTC 353.8K followers, 127.6K engagements "Good Morning from Germany where FinMin Lars Klingbeil is meeting his French counterpart ric Lombard today. Rather than proposing new ideas Klingbeil might want to take notes on Frances bold reform agenda. To reduce its budget deficit France plans to cut 43.8bn by eliminating X public holidays overhauling labor laws and freezing govt spending. If Germany applied a similar plan it would mean savings of 64.5bn"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945379584368943198) 2025-07-16 07:06:50 UTC 353.8K followers, 29.6K engagements "French stock mkt rout intensifies. Benchmark index CAC-40 sinks another 2.4%. It has plunged X% since Monday heading for the worst week since 2022 over fears of a far-right election win"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1801591436900524455) 2024-06-14 12:24:05 UTC 353.8K followers, 70.3K engagements "Good Morning from Germany where annual working hours are among the lowest in the world and even that might be overstated. On avg employees take XX vacation days a year plus at least X public holidays many of which cluster between Easter and early June when offices are often quiet. On top of that the avg number of paid sick days has risen to XX per year up from XX in 2015"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947605688902951071) 2025-07-22 10:32:35 UTC 353.8K followers, 27.9K engagements "OUCH #Japans 10y bond yields have jumped to their highest level since 2008 driven by growing fiscal concerns. The spike came after President Trump announced a trade deal w/Japan. It appears Japan may be covering part of the cost of US car tariffs by using its own investment fundsessentially a partial bailout to smooth the deal"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947917675088273556) 2025-07-23 07:12:18 UTC 353.8K followers, 24.1K engagements "US 2y yields bounced back after President Trump says his administration is very concerned but not planning on doing anything about Fed Chair Jerome Powell"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945514706937999492) 2025-07-16 16:03:46 UTC 353.8K followers, 28.9K engagements "Good Morning from #Germany which remains one of the few AAA countries in the world. Fitch affirms Germanys top rating w/a stable outlook. Despite 850bn in new spending plans & rising debt (to XXXX% of GDP by 2029 from XXXX% in 2024) strong institutions fiscal credibility and external surpluses support the rating. Growth remains weak; reforms are needed. The markets also support the positive rating. The price to hedge against bankruptcy (CDS price) has fallen to a multi-year low"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943957513587528104) 2025-07-12 08:56:02 UTC 353.8K followers, 38.4K engagements "Germanys having a @peterthiel moment. 🎧 In our new WELT #AllesAufAktien podcast Thiel confidant @C_Angermayer reveals Trumps strategy talks AI psychedelics & investing with Thiel and Trump Jr. More insights than in any other pod. Listen now summer party small talk secured"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1933919897051877484) 2025-06-14 16:10:08 UTC 353.8K followers, 19.9K engagements "Good Morning from Germany which could lose 0.7ppts of growth over next 2yrs if Trump's XX% tariff plan on EU imports becomes reality. With a base tariff of XX% ongoing sector-specific duties and some exemptions avg tariff on German goods would be 25%. Acc to Commerzbank this could reduce Germanys GDP by XXX% within two years"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944703294233813348) 2025-07-14 10:19:30 UTC 353.8K followers, 18.4K engagements "This chart highlights #Italys comeback. The countrys Target2 deficit has dropped to 371bn its lowest level since 2016. Thats a sign that capital is flowing into Italy as countries like Germany are no longer seen as significantly more attractive or safer by comparison"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1924033971714658546) 2025-05-18 09:27:00 UTC 353.8K followers, 46.2K engagements "Good Morning from #Germany where over XX of the countrys top companies have kicked off a major new investment push worth at least 100bn. The goal: to help revive Europes largest economy which has been stuck in a prolonged slump. One of the biggest concerns is that business investment has been falling. Back in 2019 gross fixed capital formation a key measure of investment in infrastructure machinery and equipment made up XXXX% of GDP. Today that share has dropped to below X% a clear sign of the countrys fading economic dynamism"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947234587869897007) 2025-07-21 09:57:58 UTC 353.8K followers, 57.4K engagements "US CPI report shows that tariffs are beginning to drive up prices for core goods like clothing furniture appliances shoes & toys. However falling car prices are helping to mask full impact. Headline inflation rose to XXX% YoY in June (up from XXX% in May) while core inflation edged up to XXX% (from XXX% in May) more or less in line w/expectations"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945121372578906256) 2025-07-15 14:00:48 UTC 353.8K followers, 21.2K engagements "Opendoor is the markets latest Meme Stock w/insane trading volumes. Shares of the San Francisco-based tech group that focuses on the stagnant real estate sector have nearly tripled in value over the past week. The rally appears to have been sparked by a prominent investor discussing the stock on social media which drew the attention of retail traders. The company has struggled since peaking at a $20.6bn valuation in February 2021 shortly after merging with the SPAC (special purpose acquisition company) Social Capital Hedosophia Holdings Corp II led by Chamath Palihapitiya. That decline isnt"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947353007839936853) 2025-07-21 17:48:31 UTC 353.8K followers, 21.2K engagements "Good Morning from #Germany where foreign investors now hold XX% of the countrys 2.69tn in govt debt acc to Bloomberg Intelligence. Thats nearly double the share in Italy but roughly in line with other major EU economies like France. While this is a notable figure its still well below the peak of around XX% seen before the European Central Bank launched its quantitative easing (QE) program in 2015. Back then foreign investors were crowded out as the ECB bought up large volumes of sovereign debt. Now with the ECB in quantitative tightening (QT) mode and reducing its bond holdings foreign"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945782778508824841) 2025-07-17 09:48:59 UTC 353.8K followers, 18.3K engagements "Party like it's 1999 Goldman posts best stock-trading quarter in Wall Street History. At $4.3bn equity-trading revenue for Q2 was about $600mln more than what analysts were expecting and $100mln above Q1"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945461699072413950) 2025-07-16 12:33:08 UTC 353.8K followers, 22.1K engagements "#BlackRock is eating the world The world's largest asset manager recorded inflows of $68bn in Q2. Assets hit a record of $12.5tn"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945070283229982966) 2025-07-15 10:37:47 UTC 353.8K followers, 74.3K engagements "Should Trump carry out his tariff threats HFE calculates that around $850bn in revenue would come in. It would be the biggest tax increase in the USA of all time writes HFE chief economist Carl Weinberg. The revenues collected by these import taxes will more than offset any macroeconomic push from OBBBA tax cuts"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944716601556603374) 2025-07-14 11:12:23 UTC 353.8K followers, 57.3K engagements "#Nvidia became the first company in history to achieve a $X trillion market valuation cementing its status as a kingpin in the global financial market. (BBG)"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1942951584045875543) 2025-07-09 14:18:50 UTC 353.8K followers, 20.7K engagements "Good Morning from #Austria where the benchmark index ATX is still trading XX% below its ATH of July 2007 while most stock market indices worldwide are at record highs. Even Germany's Dax is only XXX% below its ATH. Austria's dismal performance is due to its composition of the ATX. Financial stocks make up XX% of the index but technology stocks only 1.2%. The ATX only includes X tech stock namely AT&S. The index is so unattractive that there are only X ETFs w/combined Assets under Management of 148.3mln"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1756217474985369999) 2024-02-10 07:24:09 UTC 353.8K followers, 42.7K engagements "OOPS The US 30y yield has climbed back above 5%"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945135399275245919) 2025-07-15 14:56:32 UTC 353.8K followers, 59.5K engagements "UniCredit has increased its ownership in Commerzbank to XX% becoming the banks largest shareholder after converting derivatives into shares. The Italian bank plans eventually to convert the rest of its synthetic holdings as well aiming to raise its stake to around 29%. UniCredit initially bought a stake from the German govt last September and used derivatives to expand its position. Back then UniCredit was four times larger than Commerzbank but now it's only XXX times as valuablemaking a full takeover much more costly"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1942684122704687165) 2025-07-08 20:36:02 UTC 353.8K followers, 22.4K engagements "It looks like the bond vigilantes are making their move notes SGs Edwards 30y govt bond yields are surging across the globe"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943595430735983101) 2025-07-11 08:57:15 UTC 353.8K followers, 33.2K engagements "Germany's benchmark DAX index has surpassed 22000 points for the first time even as the country is in recession"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1889313218880762235) 2025-02-11 13:59:07 UTC 353.8K followers, 151.9K engagements "Party like its 1999: Goldman Sachs Non-Profitable Tech Index is up XX% since hitting its low in April"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1946008132183851298) 2025-07-18 00:44:28 UTC 353.8K followers, 240.9K engagements "Nikkei jumps and Yen gains as #Japan's assets enjoy relief from US trade agreement. The headline XX% reciprocal tariff is a considerable discount from the XX% in the letter earlier this month. Toyota shares rising as much as XX% after NHK reported the US would impose a tariff rate of XX% on auto imports"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947815744269389857) 2025-07-23 00:27:16 UTC 353.8K followers, 19.2K engagements "In case you missed it: #Italy is marking XXX years of running budget deficits the last surplus was back in 1925 Deutsche Bank notes. Yet despite this long history Italy is currently enjoying a rare period of political and financial stability. The Meloni govt is now 2.75yrs old making it the 9th longest-lasting administration since World War II. It's just a year away from becoming the 4th longest and only weeks away from being the 2nd longest w/o an election or leadership change within the same coalition. Italy has had XXX govts in 164yrs but public debt which peaked at XXX% of GDP during the"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943329867686084716) 2025-07-10 15:22:00 UTC 353.8K followers, 34.1K engagements "Warren Buffett's Berkshire Hathaway is building a secret stock position ends era as top BofA stockholder exits Citi and Nu Holdings and boosts Occidental Verisign Constellation Brands Sirius Domino's Pizza Pool Corp and Heico"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1923161931231170583) 2025-05-15 23:41:49 UTC 353.8K followers, 21.3K engagements "Good Morning from Germany where Chancellor Friedrich Merz has rejected the idea of a joint European deposit insurance scheme. He argued that theres no reason to combine well-functioning national liability systems at the EU level. Merzs position is a setback for the long-stalled push toward completing the EUs banking union which has struggled for years due to political disagreements. Meanwhile the balance of power in European banking is shifting. With Deutsche Bank having scaled back French banks now hold the largest balance sheets. Even Socit Gnrale now exceeds Deutsche Bank in total assets"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1941843888534179964) 2025-07-06 12:57:15 UTC 353.8K followers, 52K engagements "Good Morning from Germany where auto stocks are rallying on hopes that Europe can secure a trade deal w/the US similar to Japans. Under the new US-Japan agreement all Japanese imports incl cars will face a flat XX% tariff. Thats good news for Japanese carmakers as it allows them to avoid the higher sector-specific XX% tariff on vehicles. European automakers are now hoping for a similar deal"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947905121137860841) 2025-07-23 06:22:25 UTC 353.8K followers, 20.7K engagements "Good Morning from #Germany which has rejected the EUs proposed 2tn budget. The objection isnt just about the size Germany would cover about a quarter of the total but also about the plan to introduce a corporate substance tax which Berlin argues would do little to boost competitiveness"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1946475889753051196) 2025-07-19 07:43:10 UTC 353.8K followers, 44.3K engagements "The meme stock frenzy is making a comeback. Retail investors seem to be targeting the most shorted stocks again one by one. The latest name to catch their attention is Kohls (KSS) which now appears to be joining the meme stock rally"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1947721022213333126) 2025-07-22 18:10:53 UTC 353.8K followers, 17K engagements "The mounting pressure on bond markets: More and more debt must be refinanced worldwide i.e. buyers must be found. The global sale of bonds rose to a record level of almost $20tn last year - and the trend is still rising"  [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1931485869535642018) 2025-06-07 22:58:11 UTC 353.8K followers, 82.9K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Schuldensuehner Holger Zschaepitz
Holger Zschaepitz posts on X about germany, tariffs, debt, italy the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +22%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXXX +18%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XXXX%
- X Months XXX -XXXX%
- X Year XXX -XXXX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.09%
- X Month XXXXXXX +0.20%
- X Months XXXXXXX +3%
- X Year XXXXXXX +5.40%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #2154 countries XXXXX% stocks XXXX% technology brands XXXX% automotive brands XXXX%
Social topic influence germany #223, tariffs #151, debt 2.86%, italy 2.86%, stocks #265, jerome powell 1.9%, fed 1.9%, holidays 1.9%, france 1.9%, avg XXX%
Top accounts mentioned or mentioned by @polarizertrader @aaaamhim @vladbastion @jungpionier_ @globalmarketsx @whoknows197563 @abbas62413663 @alexfernan51383 @peterthiel @cangermayer @knowledgevital @bermudabat @r2discovery @longestfish @chilisummer @reservadevalor @psibirskiy @mohamd_amoudi @rprestros @itseasypop
Top assets mentioned BlackRock Inc (BLK) Goldman Sachs (GS) Berkshire Hathaway Inc. (BRK.A) Nu Holdings Ltd. (NU) Kohl's Corporation (KSS)
Top Social Posts #
Top posts by engagements in the last XX hours
"US tariff revenues hit a new record in June reaching $26.6bn up from $22.2bn in May. Since the fiscal year began in Nov total customs revenue has climbed to $108bn w/most of it collected in recent months as Trumps tariffs take effect"
@Schuldensuehner on X 2025-07-13 17:04:46 UTC 353.8K followers, 41.4K engagements
"The US yield curve sharply steepened as short-term Treasury yields fell and 30y yields surged after a White House official said President Donald Trump is likely to fire Fed Chair Jerome Powell soon. The 2s/30s yield spread widened by 12bps" @Schuldensuehner on X 2025-07-16 15:42:10 UTC 353.8K followers, 16K engagements
"Good Morning from Germany where electricity prices on the energy exchanges have surged again topping XXX per megawatt hour. So far this year prices have crossed that level on XX days. At these rates building and operating large energy-hungry data centers in Germany becomes increasingly difficult" @Schuldensuehner on X 2025-07-20 12:27:30 UTC 353.8K followers, 100.9K engagements
"2021 vibes: Calls are almost XX% of the total market volume hasnt been this high since the 2021 meme days Goldman's Garrett warns" @Schuldensuehner on X 2025-07-21 19:31:23 UTC 353.8K followers, 30.3K engagements
"Good Morning from Germany where long-term bond yields keep rising. The yield on 30y Bunds has reached XXXX% nearing its highest level in XX years" @Schuldensuehner on X 2025-07-11 08:29:23 UTC 353.8K followers, 127.6K engagements
"Good Morning from Germany where FinMin Lars Klingbeil is meeting his French counterpart ric Lombard today. Rather than proposing new ideas Klingbeil might want to take notes on Frances bold reform agenda. To reduce its budget deficit France plans to cut 43.8bn by eliminating X public holidays overhauling labor laws and freezing govt spending. If Germany applied a similar plan it would mean savings of 64.5bn" @Schuldensuehner on X 2025-07-16 07:06:50 UTC 353.8K followers, 29.6K engagements
"French stock mkt rout intensifies. Benchmark index CAC-40 sinks another 2.4%. It has plunged X% since Monday heading for the worst week since 2022 over fears of a far-right election win" @Schuldensuehner on X 2024-06-14 12:24:05 UTC 353.8K followers, 70.3K engagements
"Good Morning from Germany where annual working hours are among the lowest in the world and even that might be overstated. On avg employees take XX vacation days a year plus at least X public holidays many of which cluster between Easter and early June when offices are often quiet. On top of that the avg number of paid sick days has risen to XX per year up from XX in 2015" @Schuldensuehner on X 2025-07-22 10:32:35 UTC 353.8K followers, 27.9K engagements
"OUCH #Japans 10y bond yields have jumped to their highest level since 2008 driven by growing fiscal concerns. The spike came after President Trump announced a trade deal w/Japan. It appears Japan may be covering part of the cost of US car tariffs by using its own investment fundsessentially a partial bailout to smooth the deal" @Schuldensuehner on X 2025-07-23 07:12:18 UTC 353.8K followers, 24.1K engagements
"US 2y yields bounced back after President Trump says his administration is very concerned but not planning on doing anything about Fed Chair Jerome Powell" @Schuldensuehner on X 2025-07-16 16:03:46 UTC 353.8K followers, 28.9K engagements
"Good Morning from #Germany which remains one of the few AAA countries in the world. Fitch affirms Germanys top rating w/a stable outlook. Despite 850bn in new spending plans & rising debt (to XXXX% of GDP by 2029 from XXXX% in 2024) strong institutions fiscal credibility and external surpluses support the rating. Growth remains weak; reforms are needed. The markets also support the positive rating. The price to hedge against bankruptcy (CDS price) has fallen to a multi-year low" @Schuldensuehner on X 2025-07-12 08:56:02 UTC 353.8K followers, 38.4K engagements
"Germanys having a @peterthiel moment. 🎧 In our new WELT #AllesAufAktien podcast Thiel confidant @C_Angermayer reveals Trumps strategy talks AI psychedelics & investing with Thiel and Trump Jr. More insights than in any other pod. Listen now summer party small talk secured" @Schuldensuehner on X 2025-06-14 16:10:08 UTC 353.8K followers, 19.9K engagements
"Good Morning from Germany which could lose 0.7ppts of growth over next 2yrs if Trump's XX% tariff plan on EU imports becomes reality. With a base tariff of XX% ongoing sector-specific duties and some exemptions avg tariff on German goods would be 25%. Acc to Commerzbank this could reduce Germanys GDP by XXX% within two years" @Schuldensuehner on X 2025-07-14 10:19:30 UTC 353.8K followers, 18.4K engagements
"This chart highlights #Italys comeback. The countrys Target2 deficit has dropped to 371bn its lowest level since 2016. Thats a sign that capital is flowing into Italy as countries like Germany are no longer seen as significantly more attractive or safer by comparison" @Schuldensuehner on X 2025-05-18 09:27:00 UTC 353.8K followers, 46.2K engagements
"Good Morning from #Germany where over XX of the countrys top companies have kicked off a major new investment push worth at least 100bn. The goal: to help revive Europes largest economy which has been stuck in a prolonged slump. One of the biggest concerns is that business investment has been falling. Back in 2019 gross fixed capital formation a key measure of investment in infrastructure machinery and equipment made up XXXX% of GDP. Today that share has dropped to below X% a clear sign of the countrys fading economic dynamism" @Schuldensuehner on X 2025-07-21 09:57:58 UTC 353.8K followers, 57.4K engagements
"US CPI report shows that tariffs are beginning to drive up prices for core goods like clothing furniture appliances shoes & toys. However falling car prices are helping to mask full impact. Headline inflation rose to XXX% YoY in June (up from XXX% in May) while core inflation edged up to XXX% (from XXX% in May) more or less in line w/expectations" @Schuldensuehner on X 2025-07-15 14:00:48 UTC 353.8K followers, 21.2K engagements
"Opendoor is the markets latest Meme Stock w/insane trading volumes. Shares of the San Francisco-based tech group that focuses on the stagnant real estate sector have nearly tripled in value over the past week. The rally appears to have been sparked by a prominent investor discussing the stock on social media which drew the attention of retail traders. The company has struggled since peaking at a $20.6bn valuation in February 2021 shortly after merging with the SPAC (special purpose acquisition company) Social Capital Hedosophia Holdings Corp II led by Chamath Palihapitiya. That decline isnt" @Schuldensuehner on X 2025-07-21 17:48:31 UTC 353.8K followers, 21.2K engagements
"Good Morning from #Germany where foreign investors now hold XX% of the countrys 2.69tn in govt debt acc to Bloomberg Intelligence. Thats nearly double the share in Italy but roughly in line with other major EU economies like France. While this is a notable figure its still well below the peak of around XX% seen before the European Central Bank launched its quantitative easing (QE) program in 2015. Back then foreign investors were crowded out as the ECB bought up large volumes of sovereign debt. Now with the ECB in quantitative tightening (QT) mode and reducing its bond holdings foreign" @Schuldensuehner on X 2025-07-17 09:48:59 UTC 353.8K followers, 18.3K engagements
"Party like it's 1999 Goldman posts best stock-trading quarter in Wall Street History. At $4.3bn equity-trading revenue for Q2 was about $600mln more than what analysts were expecting and $100mln above Q1" @Schuldensuehner on X 2025-07-16 12:33:08 UTC 353.8K followers, 22.1K engagements
"#BlackRock is eating the world The world's largest asset manager recorded inflows of $68bn in Q2. Assets hit a record of $12.5tn" @Schuldensuehner on X 2025-07-15 10:37:47 UTC 353.8K followers, 74.3K engagements
"Should Trump carry out his tariff threats HFE calculates that around $850bn in revenue would come in. It would be the biggest tax increase in the USA of all time writes HFE chief economist Carl Weinberg. The revenues collected by these import taxes will more than offset any macroeconomic push from OBBBA tax cuts" @Schuldensuehner on X 2025-07-14 11:12:23 UTC 353.8K followers, 57.3K engagements
"#Nvidia became the first company in history to achieve a $X trillion market valuation cementing its status as a kingpin in the global financial market. (BBG)" @Schuldensuehner on X 2025-07-09 14:18:50 UTC 353.8K followers, 20.7K engagements
"Good Morning from #Austria where the benchmark index ATX is still trading XX% below its ATH of July 2007 while most stock market indices worldwide are at record highs. Even Germany's Dax is only XXX% below its ATH. Austria's dismal performance is due to its composition of the ATX. Financial stocks make up XX% of the index but technology stocks only 1.2%. The ATX only includes X tech stock namely AT&S. The index is so unattractive that there are only X ETFs w/combined Assets under Management of 148.3mln" @Schuldensuehner on X 2024-02-10 07:24:09 UTC 353.8K followers, 42.7K engagements
"OOPS The US 30y yield has climbed back above 5%" @Schuldensuehner on X 2025-07-15 14:56:32 UTC 353.8K followers, 59.5K engagements
"UniCredit has increased its ownership in Commerzbank to XX% becoming the banks largest shareholder after converting derivatives into shares. The Italian bank plans eventually to convert the rest of its synthetic holdings as well aiming to raise its stake to around 29%. UniCredit initially bought a stake from the German govt last September and used derivatives to expand its position. Back then UniCredit was four times larger than Commerzbank but now it's only XXX times as valuablemaking a full takeover much more costly" @Schuldensuehner on X 2025-07-08 20:36:02 UTC 353.8K followers, 22.4K engagements
"It looks like the bond vigilantes are making their move notes SGs Edwards 30y govt bond yields are surging across the globe" @Schuldensuehner on X 2025-07-11 08:57:15 UTC 353.8K followers, 33.2K engagements
"Germany's benchmark DAX index has surpassed 22000 points for the first time even as the country is in recession" @Schuldensuehner on X 2025-02-11 13:59:07 UTC 353.8K followers, 151.9K engagements
"Party like its 1999: Goldman Sachs Non-Profitable Tech Index is up XX% since hitting its low in April" @Schuldensuehner on X 2025-07-18 00:44:28 UTC 353.8K followers, 240.9K engagements
"Nikkei jumps and Yen gains as #Japan's assets enjoy relief from US trade agreement. The headline XX% reciprocal tariff is a considerable discount from the XX% in the letter earlier this month. Toyota shares rising as much as XX% after NHK reported the US would impose a tariff rate of XX% on auto imports" @Schuldensuehner on X 2025-07-23 00:27:16 UTC 353.8K followers, 19.2K engagements
"In case you missed it: #Italy is marking XXX years of running budget deficits the last surplus was back in 1925 Deutsche Bank notes. Yet despite this long history Italy is currently enjoying a rare period of political and financial stability. The Meloni govt is now 2.75yrs old making it the 9th longest-lasting administration since World War II. It's just a year away from becoming the 4th longest and only weeks away from being the 2nd longest w/o an election or leadership change within the same coalition. Italy has had XXX govts in 164yrs but public debt which peaked at XXX% of GDP during the" @Schuldensuehner on X 2025-07-10 15:22:00 UTC 353.8K followers, 34.1K engagements
"Warren Buffett's Berkshire Hathaway is building a secret stock position ends era as top BofA stockholder exits Citi and Nu Holdings and boosts Occidental Verisign Constellation Brands Sirius Domino's Pizza Pool Corp and Heico" @Schuldensuehner on X 2025-05-15 23:41:49 UTC 353.8K followers, 21.3K engagements
"Good Morning from Germany where Chancellor Friedrich Merz has rejected the idea of a joint European deposit insurance scheme. He argued that theres no reason to combine well-functioning national liability systems at the EU level. Merzs position is a setback for the long-stalled push toward completing the EUs banking union which has struggled for years due to political disagreements. Meanwhile the balance of power in European banking is shifting. With Deutsche Bank having scaled back French banks now hold the largest balance sheets. Even Socit Gnrale now exceeds Deutsche Bank in total assets" @Schuldensuehner on X 2025-07-06 12:57:15 UTC 353.8K followers, 52K engagements
"Good Morning from Germany where auto stocks are rallying on hopes that Europe can secure a trade deal w/the US similar to Japans. Under the new US-Japan agreement all Japanese imports incl cars will face a flat XX% tariff. Thats good news for Japanese carmakers as it allows them to avoid the higher sector-specific XX% tariff on vehicles. European automakers are now hoping for a similar deal" @Schuldensuehner on X 2025-07-23 06:22:25 UTC 353.8K followers, 20.7K engagements
"Good Morning from #Germany which has rejected the EUs proposed 2tn budget. The objection isnt just about the size Germany would cover about a quarter of the total but also about the plan to introduce a corporate substance tax which Berlin argues would do little to boost competitiveness" @Schuldensuehner on X 2025-07-19 07:43:10 UTC 353.8K followers, 44.3K engagements
"The meme stock frenzy is making a comeback. Retail investors seem to be targeting the most shorted stocks again one by one. The latest name to catch their attention is Kohls (KSS) which now appears to be joining the meme stock rally" @Schuldensuehner on X 2025-07-22 18:10:53 UTC 353.8K followers, 17K engagements
"The mounting pressure on bond markets: More and more debt must be refinanced worldwide i.e. buyers must be found. The global sale of bonds rose to a record level of almost $20tn last year - and the trend is still rising" @Schuldensuehner on X 2025-06-07 22:58:11 UTC 353.8K followers, 82.9K engagements