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[@Schuldensuehner](/creator/twitter/Schuldensuehner)
"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944442894854525043) 2025-07-13 17:04:46 UTC 353.6K followers, 41K engagements


"Price for #Carbon went ballistic. Now up XXX% YTD"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1468840495673749504) 2021-12-09 07:10:38 UTC 353.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945509270172090607) 2025-07-16 15:42:10 UTC 353.6K followers, 14.9K engagements


"We've never been so rich Global equities have hit a fresh ATH now worth $135tn equal to XXX% of global GDP. 4yrs ago the stock market value was equivalent to XXX times global GDP"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1941266044322185416) 2025-07-04 22:41:06 UTC 353.6K followers, 56.1K engagements


"Good Morning from Germany where the housing market saw a minor setback in June. The Europace House Price Index slipped XXX% MoM w/new builds showing a more noticeable decline of 0.4%. However prices continued to rise in major cities like Dsseldorf and Berlin suggesting that Junes dip is likely just a temporary blip not the start of a broader downturn"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943250624763642129) 2025-07-10 10:07:07 UTC 353.6K followers, 15.6K engagements


"Stocks surged and bonds sold off after the US economy blew past expectations adding 147000 jobs in June (vs 106k expected). The unemployment rate fell to XXX% from XXX% as the private-sector survey showed 93000 new jobs created and labor force participation rate dipped slightly to XXXX% suggesting fewer people are actively working or looking for work. Meanwhile wage growth came in softer than expected with average hourly earnings rising XXX% year-over-year"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1940753520921121180) 2025-07-03 12:44:31 UTC 353.5K followers, 27.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943588417578611172) 2025-07-11 08:29:23 UTC 353.6K followers, 126.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945379584368943198) 2025-07-16 07:06:50 UTC 353.6K followers, 28.3K engagements


"OUCH #Turkey Lira in free fall as the arrest of Erdogan rival ups the political risk"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1902293001013022865) 2025-03-19 09:36:08 UTC 353.6K followers, 241K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1801591436900524455) 2024-06-14 12:24:05 UTC 353.6K followers, 70.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945514706937999492) 2025-07-16 16:03:46 UTC 353.6K followers, 27.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943957513587528104) 2025-07-12 08:56:02 UTC 353.6K followers, 38.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1933919897051877484) 2025-06-14 16:10:08 UTC 353.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944703294233813348) 2025-07-14 10:19:30 UTC 353.6K followers, 18.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1924033971714658546) 2025-05-18 09:27:00 UTC 353.6K followers, 46.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945121372578906256) 2025-07-15 14:00:48 UTC 353.6K followers, 20.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945782778508824841) 2025-07-17 09:48:59 UTC 353.6K followers, 15K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945461699072413950) 2025-07-16 12:33:08 UTC 353.6K followers, 20.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945070283229982966) 2025-07-15 10:37:47 UTC 353.6K followers, 72K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944716601556603374) 2025-07-14 11:12:23 UTC 353.6K followers, 56.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1942951584045875543) 2025-07-09 14:18:50 UTC 353.6K followers, 20.5K engagements


"Another day another #Bitcoin record at almost $113k"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943351424869335142) 2025-07-10 16:47:40 UTC 353.6K followers, 35.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1756217474985369999) 2024-02-10 07:24:09 UTC 353.6K followers, 42.7K engagements


"OOPS The US 30y yield has climbed back above 5%"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945135399275245919) 2025-07-15 14:56:32 UTC 353.6K followers, 58K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1942684122704687165) 2025-07-08 20:36:02 UTC 353.6K followers, 22.3K engagements


"Good Morning from #Germany the country that stands to lose the most from a potential XX% US import tariff on European goods. Over the past 12mths Germany recorded a trade surplus of 68.8bn w/the US though that surplus has already started to decline slightly"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1944361352933359925) 2025-07-13 11:40:45 UTC 353.6K followers, 42.1K engagements


"It looks like the bond vigilantes are making their move notes SGs Edwards 30y govt bond yields are surging across the globe"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943595430735983101) 2025-07-11 08:57:15 UTC 353.6K followers, 32.9K engagements


"Germany's benchmark DAX index has surpassed 22000 points for the first time even as the country is in recession"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1889313218880762235) 2025-02-11 13:59:07 UTC 353.6K followers, 151.9K engagements


"A slightly late good morning from Germany where the yield curve is steepening once again. The yield gap between 2y and 30y German bonds has widened to 128bps"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1942258378912456933) 2025-07-07 16:24:17 UTC 353.5K followers, 24.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1943329867686084716) 2025-07-10 15:22:00 UTC 353.6K followers, 33.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1923161931231170583) 2025-05-15 23:41:49 UTC 353.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1941843888534179964) 2025-07-06 12:57:15 UTC 353.5K followers, 51.8K engagements


"Good Morning from Germany which is losing its edge on trade. The countrys share in global trade has been shrinking since 2017 w/losses accelerating after 2021 acc to Bundesbank. Over three-quarters of the decline from 2021 to 2023 was due to falling competitiveness not Trumps tariffs"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1945057584215359878) 2025-07-15 09:47:20 UTC 353.6K followers, 21.6K engagements


"#Buffett's Berkshire Hathaway increased stakes in #Apple Paramount Global and Louisiana-Pacific in relatively quiet Q4. Berkshire didn't open new positions in any companies in the final three months of the year"  
![@Schuldensuehner Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::40129171.png) [@Schuldensuehner](/creator/x/Schuldensuehner) on [X](/post/tweet/1625634647915876353) 2023-02-14 23:14:37 UTC 353.6K followers, 34.8K 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 "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 Avatar @Schuldensuehner on X 2025-07-13 17:04:46 UTC 353.6K followers, 41K engagements

"Price for #Carbon went ballistic. Now up XXX% YTD"
@Schuldensuehner Avatar @Schuldensuehner on X 2021-12-09 07:10:38 UTC 353.6K followers, XXX 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 Avatar @Schuldensuehner on X 2025-07-16 15:42:10 UTC 353.6K followers, 14.9K engagements

"We've never been so rich Global equities have hit a fresh ATH now worth $135tn equal to XXX% of global GDP. 4yrs ago the stock market value was equivalent to XXX times global GDP"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-04 22:41:06 UTC 353.6K followers, 56.1K engagements

"Good Morning from Germany where the housing market saw a minor setback in June. The Europace House Price Index slipped XXX% MoM w/new builds showing a more noticeable decline of 0.4%. However prices continued to rise in major cities like Dsseldorf and Berlin suggesting that Junes dip is likely just a temporary blip not the start of a broader downturn"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-10 10:07:07 UTC 353.6K followers, 15.6K engagements

"Stocks surged and bonds sold off after the US economy blew past expectations adding 147000 jobs in June (vs 106k expected). The unemployment rate fell to XXX% from XXX% as the private-sector survey showed 93000 new jobs created and labor force participation rate dipped slightly to XXXX% suggesting fewer people are actively working or looking for work. Meanwhile wage growth came in softer than expected with average hourly earnings rising XXX% year-over-year"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-03 12:44:31 UTC 353.5K followers, 27.2K 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 Avatar @Schuldensuehner on X 2025-07-11 08:29:23 UTC 353.6K followers, 126.7K 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 Avatar @Schuldensuehner on X 2025-07-16 07:06:50 UTC 353.6K followers, 28.3K engagements

"OUCH #Turkey Lira in free fall as the arrest of Erdogan rival ups the political risk"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-03-19 09:36:08 UTC 353.6K followers, 241K 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 Avatar @Schuldensuehner on X 2024-06-14 12:24:05 UTC 353.6K followers, 70.3K 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 Avatar @Schuldensuehner on X 2025-07-16 16:03:46 UTC 353.6K followers, 27.2K 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 Avatar @Schuldensuehner on X 2025-07-12 08:56:02 UTC 353.6K followers, 38.1K 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 Avatar @Schuldensuehner on X 2025-06-14 16:10:08 UTC 353.6K 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 Avatar @Schuldensuehner on X 2025-07-14 10:19:30 UTC 353.6K followers, 18.1K 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 Avatar @Schuldensuehner on X 2025-05-18 09:27:00 UTC 353.6K followers, 46.2K 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 Avatar @Schuldensuehner on X 2025-07-15 14:00:48 UTC 353.6K followers, 20.6K 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 Avatar @Schuldensuehner on X 2025-07-17 09:48:59 UTC 353.6K followers, 15K 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 Avatar @Schuldensuehner on X 2025-07-16 12:33:08 UTC 353.6K followers, 20.8K 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 Avatar @Schuldensuehner on X 2025-07-15 10:37:47 UTC 353.6K followers, 72K 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 Avatar @Schuldensuehner on X 2025-07-14 11:12:23 UTC 353.6K followers, 56.1K 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 Avatar @Schuldensuehner on X 2025-07-09 14:18:50 UTC 353.6K followers, 20.5K engagements

"Another day another #Bitcoin record at almost $113k"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-10 16:47:40 UTC 353.6K followers, 35.5K 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 Avatar @Schuldensuehner on X 2024-02-10 07:24:09 UTC 353.6K followers, 42.7K engagements

"OOPS The US 30y yield has climbed back above 5%"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-15 14:56:32 UTC 353.6K followers, 58K 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 Avatar @Schuldensuehner on X 2025-07-08 20:36:02 UTC 353.6K followers, 22.3K engagements

"Good Morning from #Germany the country that stands to lose the most from a potential XX% US import tariff on European goods. Over the past 12mths Germany recorded a trade surplus of 68.8bn w/the US though that surplus has already started to decline slightly"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-13 11:40:45 UTC 353.6K followers, 42.1K engagements

"It looks like the bond vigilantes are making their move notes SGs Edwards 30y govt bond yields are surging across the globe"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-11 08:57:15 UTC 353.6K followers, 32.9K engagements

"Germany's benchmark DAX index has surpassed 22000 points for the first time even as the country is in recession"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-02-11 13:59:07 UTC 353.6K followers, 151.9K engagements

"A slightly late good morning from Germany where the yield curve is steepening once again. The yield gap between 2y and 30y German bonds has widened to 128bps"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-07 16:24:17 UTC 353.5K followers, 24.8K 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 Avatar @Schuldensuehner on X 2025-07-10 15:22:00 UTC 353.6K followers, 33.8K 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 Avatar @Schuldensuehner on X 2025-05-15 23:41:49 UTC 353.5K 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 Avatar @Schuldensuehner on X 2025-07-06 12:57:15 UTC 353.5K followers, 51.8K engagements

"Good Morning from Germany which is losing its edge on trade. The countrys share in global trade has been shrinking since 2017 w/losses accelerating after 2021 acc to Bundesbank. Over three-quarters of the decline from 2021 to 2023 was due to falling competitiveness not Trumps tariffs"
@Schuldensuehner Avatar @Schuldensuehner on X 2025-07-15 09:47:20 UTC 353.6K followers, 21.6K engagements

"#Buffett's Berkshire Hathaway increased stakes in #Apple Paramount Global and Louisiana-Pacific in relatively quiet Q4. Berkshire didn't open new positions in any companies in the final three months of the year"
@Schuldensuehner Avatar @Schuldensuehner on X 2023-02-14 23:14:37 UTC 353.6K followers, 34.8K engagements

creator/twitter::40129171/posts
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