#  @Schuldensuehner Holger Zschaepitz Holger Zschaepitz is not mentioned in the provided tweets. However, the tweets discuss various economic issues, primarily focusing on Germany and the global economy. Germany's economy is facing challenges, including a decline in industrial production, rising unemployment, and a need for reforms to avoid losing its industrial heart. ### Engagements: [-----] [#](/creator/twitter::40129171/interactions)  - [--] Week [-------] -37% - [--] Month [---------] +43% - [--] Months [----------] +33% - [--] Year [----------] -44% ### Mentions: [--] [#](/creator/twitter::40129171/posts_active)  - [--] Week [--] +3.60% - [--] Month [---] +67% - [--] Months [---] +9% - [--] Year [---] -30% ### Followers: [-------] [#](/creator/twitter::40129171/followers)  - [--] Week [-------] +0.14% - [--] Month [-------] +0.89% - [--] Months [-------] +2.50% - [--] Year [-------] +5.10% ### CreatorRank: [-------] [#](/creator/twitter::40129171/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [exchanges](/list/exchanges) [us election](/list/us-election) **Social topic influence** [germany](/topic/germany) #2218, [inflation](/topic/inflation), [stocks](/topic/stocks), [debt](/topic/debt) #1355, [china](/topic/china), [balance sheet](/topic/balance-sheet), [euro](/topic/euro), [gdp](/topic/gdp), [fed](/topic/fed), [bitcoin](/topic/bitcoin) **Top accounts mentioned or mentioned by** [@welt](/creator/undefined) [@knowledgevital](/creator/undefined) [@olafgersemann](/creator/undefined) [@biancoresearch](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@carstenbrzeski](/creator/undefined) [@tiefseher](/creator/undefined) [@theeconomist](/creator/undefined) [@drhartmutfeucht](/creator/undefined) [@silkelutz](/creator/undefined) [@strykrai](/creator/undefined) [@the_modernshift](/creator/undefined) [@conkers3](/creator/undefined) [@hiopien](/creator/undefined) [@tslombard](/creator/undefined) [@thepioneerde](/creator/undefined) [@elonmusk](/creator/undefined) [@cwroehl](/creator/undefined) [@barkowconsult](/creator/undefined) [@johnauthers](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Rally (RLY)](/topic/rally) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BlackRock Inc (BLK)](/topic/blackrock) [April (APRIL)](/topic/april) ### Top Social Posts Top posts by engagements in the last [--] hours "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 Anthropics Opus [---] just made you vulnerable. The "moat" is gone" [X Link](https://x.com/Schuldensuehner/status/2020225622744928680) 2026-02-07T19:58Z 365.2K followers, 185.5K engagements "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 pushing the unemployment rate down to 4.3% from 4.4% in Dec. Treasuries are selling off in response w/US 10y yield up 6bps. https://twitter.com/i/web/status/2021587000025854091 https://twitter.com/i/web/status/2021587000025854091" [X Link](https://x.com/Schuldensuehner/status/2021587000025854091) 2026-02-11T14:07Z 365.2K followers, 22.8K engagements "#Italy proposes tax on savings hidden in safety deposit boxes as total retail deposits hit fresh all-time highs. https://reut.rs/2MKl3bq https://reut.rs/2MKl3bq" [X Link](https://x.com/anyuser/status/1138709519184175104) 2019-06-12T07:28Z 365.2K followers, [---] engagements "US Dollar fell to 58.4% of known 4Q global reserves the lowest level since [----] due to Dollar weakness in Q4 and as the confiscation of Russia's central bankreservesand potential plans to use them to help Ukraine cut the dollar's attractiveness" [X Link](https://x.com/Schuldensuehner/status/1645698639342231553) 2023-04-11T08:01Z 365.2K followers, 250.5K engagements "Good Morning from #Germany on Christmas Eve where thanks to the storm currently sweeping across the country electricity is not only a gift but you can even get money for it. Today electricity is available for an avg of MINUS [---] per megawatt hour (-3.4 cents per kilowatt hour). Unfortunately for private consumers w/a flexible tariff taxes & levies of [--] cents are added on top so electricity is available for [--] cents per KWh today" [X Link](https://x.com/Schuldensuehner/status/1738836761382445118) 2023-12-24T08:19Z 365.1K followers, 88.9K engagements "German Chancellor Olaf Scholz addresses a half-empty congresshall at #wef25 in Davos. My colleague Mr. Gersemann even managed to secure a seat in the front row" [X Link](https://x.com/anyuser/status/1881690418322325774) 2025-01-21T13:08Z 365.2K followers, 1.6M engagements "OOPS A 5y German bond auction (technically) failed today. For an offer of 4.5bn only bids of 4.264bn were received. In the end 5y German bonds w/a volume of 3.48bn were sold. The non-genuine bid-to-cover ratio was [---] the lowest level since 2021" [X Link](https://x.com/Schuldensuehner/status/1919754231340261448) 2025-05-06T14:00Z 365.2K followers, 114.5K engagements "🚨 Michael Saylor's Strategy (ex-MicroStrategy) turned selling stock into a Bitcoin accumulation machine. 💥 [-------] Bitcoin worth $63.8bn on the balance sheet 🔁 Enterprise Value Strategy $111bn: Stock premium = rocket fuel 📈 Plans to raise $84bn more Meanwhile Trumps media firm just joined the game with a $2.5bn capital raise. Whos next #Bitcoin #Saylor #CryptoStocks #BTC https://www.bloomberg.com/news/articles/2025-05-27/wall-street-can-t-beat-michael-saylor-s-runaway-crypto-enginesref=R17xFhjo" [X Link](https://x.com/Schuldensuehner/status/1927476857710034977) 2025-05-27T21:27Z 365.1K followers, 20.7K engagements "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 Germanys economy grew by just 0.2% in 2025" [X Link](https://x.com/Schuldensuehner/status/2012906019135918102) 2026-01-18T15:12Z 365.2K followers, 55.9K engagements "Another Bund auction failed. Germany sold sold 1.176bn in 30y bonds at 0.01%. Overall volume of bids w/1.347bn remained below the offer volume of 1.5bn" [X Link](https://x.com/Schuldensuehner/status/1240241708224466944) 2020-03-18T11:40Z 365.2K followers, [---] engagements "In case you missed it: 30y Japanese govt bond yields have climbed even more sharply than their US counterparts. Since April [--] Japans 30y yield has risen 33bps while the US 30y yield is up 29bps over the same period. (HT @bilalhafeez123)" [X Link](https://x.com/anyuser/status/1912116974269653242) 2025-04-15T12:13Z 365.2K followers, 119.7K engagements "The Comeback of Negative Interest Rates: In Switzerland govt bonds w/maturities of up to 4yrs are once again offering negative yields. In other words investors effectively pay to lend money to the Swiss government" [X Link](https://x.com/anyuser/status/1921330787053363331) 2025-05-10T22:25Z 365.2K followers, 323.5K engagements "Good Morning from #Germany where over [--] 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 [----] gross fixed capital formation a key measure of investment in infrastructure machinery and equipment made up 11.7% of GDP. Today that share has dropped to below 9% a clear sign of the countrys fading economic dynamism." [X Link](https://x.com/Schuldensuehner/status/1947234587869897007) 2025-07-21T09:57Z 365.2K followers, 59.2K engagements "The cost of insuring against an Oracle default has surged following the companys massive Q3 AI investment announcements reaching levels not seen outside periods of major macro stress. Acc to Goldman Oracles CDS spreads have become a key sentiment indicator for the markets appetite to finance large-scale AI spending" [X Link](https://x.com/Schuldensuehner/status/1982438945666265183) 2025-10-26T13:27Z 365.2K followers, 141.7K engagements "Follow the flows: Central banks have pumped billions in liquidity into the markets. This could end the global market rout" [X Link](https://x.com/Schuldensuehner/status/1233715889343778816) 2020-02-29T11:29Z 365.1K followers, [---] engagements "Doesn't look like #Italy needs Eurobonds to get money in the markets: Italy sold 1.5bn [----] bonds at 1.44%. Auction oversubscribed w/bids 2.289bn vs 1.5bn accepted" [X Link](https://x.com/Schuldensuehner/status/1244928693270609922) 2020-03-31T10:05Z 365.1K followers, [----] engagements "The S&P [---] may have hit a new ATH today at [----] points +13.8% YTD but if you put the index in relation to Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion" [X Link](https://x.com/Schuldensuehner/status/1408430023787237376) 2021-06-25T14:20Z 365.1K followers, [----] engagements "Hey guys in our @welt Podcast AAA we talk about #Tesla joining Trillion-Dollar club. Elon Musk now worth a mind-boggling $289bn. Tesla boss's wealth beats GDP of several countries and many comps. And we talk #Facebook numbers & the Metaverse. MUST HEAR https://podcasts.apple.com/de/podcast/facebooks-filmchen-wunder-und-tesla-im-billionen-club/id1549709271i=1000539716926 https://podcasts.apple.com/de/podcast/facebooks-filmchen-wunder-und-tesla-im-billionen-club/id1549709271i=1000539716926" [X Link](https://x.com/Schuldensuehner/status/1452928642820894724) 2021-10-26T09:22Z 365.1K followers, [--] engagements "Ownership of equities suggests that US democratic shareholder capitalism is more myth than reality: While it's true that a record high 58% of American households do own stocks via mutual funds or as individual shares in the aggregate the amount of stock most of these folks own is tiny. The wealthiest 10% of U.S. households now own nearly 93% of the stock market. https://www.axios.com/newsletters/axios-markets-2718ff09-3bdd-4e85-8925-56e1784362d7.htmlchunk=0&utm_term=twsocialshare#story0" [X Link](https://x.com/Schuldensuehner/status/1745062123636396187) 2024-01-10T12:36Z 365.1K followers, 128.2K engagements "Late good morning from Germany where bottlenecks threaten to slow major govt investment plans. In civil engineering about a quarter of firms still report labour shortages. According to Oxford Economics past experience shows defense and infrastructure spending often falls around 10% short of targets. If that pattern repeats next years GDP growth could be 0.4ppts lower than expected" [X Link](https://x.com/Schuldensuehner/status/1967603396522758616) 2025-09-15T14:56Z 365.1K followers, 25K engagements "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" [X Link](https://x.com/Schuldensuehner/status/2011820476318769240) 2026-01-15T15:19Z 365.1K followers, 359.3K engagements "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 as 17% while Microsoft Workday and ServiceNow plunged 10%. https://twitter.com/i/web/status/2016932508844040396 https://twitter.com/i/web/status/2016932508844040396" [X Link](https://x.com/Schuldensuehner/status/2016932508844040396) 2026-01-29T17:52Z 365.1K followers, 90.4K engagements "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 tend to inflate the frothiest parts of the market crowding out value investing and encouraging momentum FOMO and trend-chasing. Its not hard to imagine a scenario in which these segments come under pressure one by one starting w/Bitcoin: "Weve long argued that momentum-driven markets are prone to sawtooth-shaped" [X Link](https://x.com/Schuldensuehner/status/2019167688539664650) 2026-02-04T21:54Z 365.1K followers, 57.5K engagements "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 [----] per kg in Austria vs 7.05/kg in Germany so by that metric Austria's Euro is roughly 20% overvalued. https://twitter.com/i/web/status/2019310637931774353 https://twitter.com/i/web/status/2019310637931774353" [X Link](https://x.com/Schuldensuehner/status/2019310637931774353) 2026-02-05T07:22Z 365.1K followers, 181K engagements "Big Techs 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 three years combined setting a high-water mark for Capex by any single corporation in any one of the past [--] years. https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd" [X Link](https://x.com/Schuldensuehner/status/2019791794087628945) 2026-02-06T15:14Z 365.1K followers, 20.7K engagements "#Lithium stocks are getting crushed again w/Albemarle down 10% most in 14mths after #Chiles left leaning president unveiled a strategy to nationalize lithium sector over time w/the state holding a controlling interest while partnering w/lithium miners. https://www.wsj.com/articles/lithium-miners-slump-as-chile-unveils-state-led-policy-784895a8st=hm4bvqb4j3h4jtu&reflink=desktopwebshare_twitter https://www.wsj.com/articles/lithium-miners-slump-as-chile-unveils-state-led-policy-784895a8st=hm4bvqb4j3h4jtu&reflink=desktopwebshare_twitter" [X Link](https://x.com/Schuldensuehner/status/1649508530699878402) 2023-04-21T20:20Z 365.2K followers, 128.1K engagements "#ECB Balance sheet hit fresh ATH at 6289bn. Total assets rose by 52.8bn mainly driven by QE (+33bn) and quarterly revaluation of Gold reserves (+38.9bn). ECB Balance sheet now equal to 53% of #Eurozone GDP vs BoJ's 119% Fed's 33% or BoE's 31%" [X Link](https://x.com/Schuldensuehner/status/1280868329729687554) 2020-07-08T14:16Z 365.2K followers, [---] engagements "Good Morning from #Austria where the benchmark index ATX is still trading 33% below its ATH of July [----] while most stock market indices worldwide are at record highs. Even Germany's Dax is only 0.6% below its ATH. Austria's dismal performance is due to its composition of the ATX. Financial stocks make up 39% of the index but technology stocks only 1.2%. The ATX only includes [--] tech stock namely AT&S. The index is so unattractive that there are only [--] ETFs w/combined Assets under Management of 148.3mln" [X Link](https://x.com/Schuldensuehner/status/1756217474985369999) 2024-02-10T07:24Z 365.2K followers, 42.8K engagements "Gold is now the most crowded trade acc to BofAs monthly Global Fund Manager Survey" [X Link](https://x.com/Schuldensuehner/status/2013547614201921612) 2026-01-20T09:42Z 365.2K followers, 129.4K engagements "No global Lehman moment US junk bond risk spreads havent budged amid Evergrande fallout" [X Link](https://x.com/Schuldensuehner/status/1440073289578139649) 2021-09-20T22:00Z 365.2K followers, [---] engagements "Hey guys in this week's @welt-Podcast DuZ we talk about the question of all questions. Can retail investors beat the mkt Should more ordinary investors get into stock-picking game GS Retail Basket has now erased all outperformance vs S&P500. MUST HEAR https://podcasts.apple.com/de/podcast/sparplan-einzelaktie-oder-3-option-die-epische-frage/id1377208237i=1000561896159 https://podcasts.apple.com/de/podcast/sparplan-einzelaktie-oder-3-option-die-epische-frage/id1377208237i=1000561896159" [X Link](https://x.com/Schuldensuehner/status/1527251976714584070) 2022-05-19T11:37Z 365.2K followers, [---] engagements "Complacency in US markets YTD S&P [---] +5% Nasdaq [---] +12% Goldman Sachs Expensive Software +14% GS Unprofitable Tech +21% GS Retail Favorites +22%. Meanwhile VIX are near 1y lows. (via GS)" [X Link](https://x.com/Schuldensuehner/status/1632077909950070790) 2023-03-04T17:57Z 365.2K followers, 45.9K engagements "Already thinking about Friday today. On August [--] we launch the successful podcast Deffner and Zschpitz on TV at [-----] CET on WELT Fernsehen" [X Link](https://x.com/anyuser/status/1689211813169078273) 2023-08-09T09:47Z 365.2K followers, 861.7K engagements "French stock mkt rout intensifies. Benchmark index CAC-40 sinks another 2.4%. It has plunged 6% since Monday heading for the worst week since [----] over fears of a far-right election win" [X Link](https://x.com/Schuldensuehner/status/1801591436900524455) 2024-06-14T12:24Z 365.2K followers, 70.4K engagements "Good Morning from #Germany where industrial production slumped 4.3% in Aug MoM far worse than any forecast. The sharp decline was primarily driven by a collapse in the countrys largest industrial sector the automotive industry where output fell a staggering 18.5% MoM adj for seasonality & working days" [X Link](https://x.com/anyuser/status/1975807784999407883) 2025-10-08T06:17Z 365.2K followers, 195.6K engagements "Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more than a decade. HT @knowledge_vital https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55 https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55" [X Link](https://x.com/Schuldensuehner/status/2012993209937359051) 2026-01-18T20:59Z 365.2K followers, 3.4M engagements "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 the electricity price cap and an overall public spending ratio of about 55%. The government says it will rein in spending by raising pensions above [----] less sharply scrapping the climate bonus and boosting revenues for example by letting fiscal drag run its course. https://twitter.com/i/web/status/2019680023775457508" [X Link](https://x.com/Schuldensuehner/status/2019680023775457508) 2026-02-06T07:50Z 365.2K followers, 37.5K engagements "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 Anthropics Opus 4.6" [X Link](https://x.com/Schuldensuehner/status/2019698308747501644) 2026-02-06T09:02Z 365.2K followers, 20.2K engagements "OOPS #Microsoft is now almost 30% below its highs. Over the past 10+ years the only larger drawdown was in [----]. The stock has also given up all of its relative outperformance versus the S&P [---] since November [----] when ChatGPT was launched. (via Goldman)" [X Link](https://x.com/Schuldensuehner/status/2019812505187750116) 2026-02-06T16:36Z 365.2K followers, 113.7K engagements "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" [X Link](https://x.com/Schuldensuehner/status/2020032296095785275) 2026-02-07T07:10Z 365.2K followers, 135.1K engagements "Good Morning back from Germany where house prices at the start of the year fell more sharply than at any point since [----]. 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 sharp rise in mortgage rates. At the same time rents jumped by 0.7% MoM in January likely boosting demand for owner-occupied housing and helping stabilize prices. https://twitter.com/i/web/status/2020783673906225373 https://twitter.com/i/web/status/2020783673906225373" [X Link](https://x.com/Schuldensuehner/status/2020783673906225373) 2026-02-09T08:55Z 365.2K followers, 45.9K engagements "TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats 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 the AI boom. Alphabet has also mandated banks for potential Swiss franc and Sterling debt offerings including arare100-year Sterling note. https://www.bloomberg.com/news/articles/2026-02-09/alphabet-s-dollar-bond-sale-draws-over-100-billion-of-demandsref=R17xFhjo" [X Link](https://x.com/Schuldensuehner/status/2020910398375936495) 2026-02-09T17:19Z 365.2K followers, 124.3K engagements "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 [----] when German investors put 74bn into equity funds. Of the 52bn in inflows [--] billion went into equity ETFs while just 6bn flowed into actively managed equity funds. https://twitter.com/i/web/status/2021170696441721322 https://twitter.com/i/web/status/2021170696441721322" [X Link](https://x.com/Schuldensuehner/status/2021170696441721322) 2026-02-10T10:33Z 365.2K followers, 24.4K engagements "Demand for #Alphabets 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 deal making it the most in-demand part of Alphabets latest $20bn debt sale in the race for AI supremacy. Investors are betting big on Big Techs longevity. https://www.bloomberg.com/news/articles/2026-02-10/alphabet-s-100-year-bond-gets-highest-demand-in-sterling-saleutm_source=website&utm_medium=share&utm_campaign=twitter" [X Link](https://x.com/Schuldensuehner/status/2021254107428778323) 2026-02-10T16:05Z 365.2K followers, 32.6K engagements "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 Financialdropped 8.8% for its worst day since March [----] whileCharles Schwabsank 7.4%% andLPL Financial Holdingslost 8.3% Intuit 3.7%. https://www.bloomberg.com/news/articles/2026-02-10/wealth-manager-stocks-sink-as-new-ai-tool-sparks-disruption-fearutm_source=website&utm_medium=share&utm_campaign=twitter" [X Link](https://x.com/Schuldensuehner/status/2021335783152452062) 2026-02-10T21:29Z 365.2K followers, 31.6K engagements "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 [----]. By contrast overnight stays by foreign visitors fell by 1.8% to 83.8mln following the surge in [----] when the European Football Championship in June and July attracted large numbers of international guests. As a result the share of foreign visitors declined slightly to 16.8% in [----] down from 17.2% in 2024" [X Link](https://x.com/Schuldensuehner/status/2021578782721667125) 2026-02-11T13:35Z 365.2K followers, 12.1K engagements "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 continues to earn more from its global investments than it spends abroad. https://twitter.com/i/web/status/2022306935404425420 https://twitter.com/i/web/status/2022306935404425420" [X Link](https://x.com/Schuldensuehner/status/2022306935404425420) 2026-02-13T13:48Z 365.2K followers, 13.3K engagements "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 have heightened concerns about policy risk" [X Link](https://x.com/Schuldensuehner/status/2022310030968488100) 2026-02-13T14:00Z 365.2K followers, 24.7K engagements "OOPS The total value of the US stock market is now 245% of the countrys GDP far above the 100% level that Warren Buffett considers a sign of a market bubble" [X Link](https://x.com/anyuser/status/1985119527265284452) 2025-11-02T22:59Z 365.2K followers, 461.3K engagements "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 voting power that would allow them to dominate decisionmaking. The move would allow insiders such as Musk to maintain control of the company even with a minority stake. Dual class shares are common among US technology firms inclMeta and Google parentAlphabet and tend to be pitched as a way to enable founders to focus on a" [X Link](https://x.com/Schuldensuehner/status/2022380197337522510) 2026-02-13T18:39Z 365.2K followers, 33.8K engagements "#Amazon takes market cap crown cementing tech power. Software giant at $797bn surpasses Microsoft w/ $784bn in value. #Apple has slipped down to #4 https://www.wsj.com/articles/amazon-takes-market-cap-crown-cementing-tech-power-11546894988 https://www.wsj.com/articles/amazon-takes-market-cap-crown-cementing-tech-power-11546894988" [X Link](https://x.com/Schuldensuehner/status/1082427905173585926) 2019-01-08T00:04Z 365.1K followers, [--] engagements "#Turkey has entered first recession since [----]. President Erdogan has shredded Turkey's prosperity from the equivalent of $852bn to $784bn lowest figure in current US dollars since [----] due to crisis of confidence that resulted in a lira crash. via @welt https://www.welt.de/wirtschaft/article190105923/Tuerkei-Erdogans-autokratische-Politik-fuehrt-in-die-Rezession.htmlwtmc=socialmedia.twitter.shared.web https://www.welt.de/wirtschaft/article190105923/Tuerkei-Erdogans-autokratische-Politik-fuehrt-in-die-Rezession.htmlwtmc=socialmedia.twitter.shared.web" [X Link](https://x.com/Schuldensuehner/status/1105115843900461058) 2019-03-11T14:38Z 365.1K followers, [---] engagements "A chart for the bulls: Measured by M2 money supply S&P 500s mkt cap is way below the highs so ratio leaves further upside for valuation" [X Link](https://x.com/anyuser/status/1265897593738940422) 2020-05-28T06:48Z 365.1K followers, [---] engagements "Just to put things into perspective: Without dividends European stocks' return since [----] would be negative. https://www.bloomberg.com/news/articles/2020-10-01/not-all-dividends-lost-to-pandemic-will-return-in-the-new-normalsref=61mHmpU4 https://www.bloomberg.com/news/articles/2020-10-01/not-all-dividends-lost-to-pandemic-will-return-in-the-new-normalsref=61mHmpU4" [X Link](https://x.com/Schuldensuehner/status/1311548398399623168) 2020-10-01T06:08Z 365.1K followers, [---] engagements "#ECB profit drops in [----] as bonds under an old purchase program expired. Profit fell to 1.6bn from record 2.4bn while the balance sheet grew to 569bn amid pandemic relief. Balance sheet of entire Eurosystem jumped to almost 7tn on QE. https://www.bloomberg.com/news/articles/2021-02-18/ecb-profit-dropped-in-2020-as-old-bond-buying-program-phased-outsref=R17xFhjo https://www.bloomberg.com/news/articles/2021-02-18/ecb-profit-dropped-in-2020-as-old-bond-buying-program-phased-outsref=R17xFhjo" [X Link](https://x.com/anyuser/status/1362360644566147074) 2021-02-18T11:17Z 365.1K followers, [--] engagements "It's the liquidity stupid S&P [---] dropped 2.5% this week as global liquidity shrank by $417bn mainly driven by the stronger Dollar" [X Link](https://x.com/Schuldensuehner/status/1365594522038587392) 2021-02-27T09:28Z 365.1K followers, [----] engagements "Price for #Carbon went ballistic. Now up 173% YTD" [X Link](https://x.com/Schuldensuehner/status/1468840495673749504) 2021-12-09T07:10Z 365.1K followers, [---] engagements "OUCH The statistics of ARK Innovation since the high on February [--] 2021" [X Link](https://x.com/Schuldensuehner/status/1495494260816330752) 2022-02-20T20:23Z 365.1K followers, [----] engagements "The biggest bond bubble in 800yrs continues to deflate as hawkish Fed comments shake up the bond markets. The value of global bonds has dropped by another $524bn this week bringing total loss from ATH to $6.9tn" [X Link](https://x.com/Schuldensuehner/status/1517774776193847299) 2022-04-23T07:58Z 365.1K followers, [----] engagements "Good Morning from Germany where #disinflation is on the way. German wholesale prices drop 2.9% YoY in June an acceleration from the 2.6% decline from May & the biggest annual decrease since June [----]. Lowerwholesaleprices could translate to falling #inflation in Germany" [X Link](https://x.com/Schuldensuehner/status/1679818566160244736) 2023-07-14T11:42Z 365.1K followers, 133.9K engagements "#Chinas 40y boom is over. What comes next The economic model that took the country from poverty to great-power status seems broken and everywhere are signs of distress. (HT @knowledge_vital) https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4mod=hp_lead_pos1 https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4mod=hp_lead_pos1" [X Link](https://x.com/Schuldensuehner/status/1693304161708790224) 2023-08-20T16:49Z 365.1K followers, 325.8K engagements "In case you missed it: #ECB QT continues w/balance sheet shrank to 7153bn lowest level since Mar2021. Total assets now equal to 53% of Eurozone GDP vs Fed's 30% BoE's 33% and BoJ's 126%" [X Link](https://x.com/Schuldensuehner/status/1694603204233707675) 2023-08-24T06:51Z 365.1K followers, 143.8K engagements "Stress in the financial system is rising: The value of global bonds dropped another $428bn this week as the interest rate world keeps repricing for a higher for longer. In past quarter bonds lost $1.8tn in value and everyone is puzzling over who has the losses on their books" [X Link](https://x.com/Schuldensuehner/status/1708070407402602534) 2023-09-30T10:44Z 365.1K followers, 433.9K engagements "#Israel's Benchmark Index TA-35 plunges 6% biggest drop since Mar2020 after Hamas attack. The Hamas assaults mark the deadliest attack on Israel in decades and threaten to escalate into a broader conflict.Israeli shekelhas slumped toward 7y low in recent days ahead of the scheduled reopening of Israels parliament later this month. (via BBG)" [X Link](https://x.com/Schuldensuehner/status/1710939153536303505) 2023-10-08T08:44Z 365.1K followers, 235.8K engagements "#Apple loses $115bn in market value as regulators on both sides of the Atlantic are training their eyes onthe iPhone company unnerving investors w/fears over fines & threatening its market dominance. US lawsuit accuses iPhone maker of violating antitrust rules. Company also faces European probe over Digital Markets Act https://www.bloomberg.com/news/articles/2024-03-21/apple-stock-115-billion-in-market-value-wiped-as-regulators-close-insref=R17xFhjo https://www.bloomberg.com/news/articles/2024-03-21/apple-stock-115-billion-in-market-value-wiped-as-regulators-close-insref=R17xFhjo" [X Link](https://x.com/Schuldensuehner/status/1770897067663130984) 2024-03-21T19:35Z 365.1K followers, 33.6K engagements "Good Morning from #Germany which has a trade surplus of about $84bn w/the US making it the 5th-largest. The US has even bigger trade deficits w/China Mexico Vietnam and Ireland" [X Link](https://x.com/Schuldensuehner/status/1888203831193878547) 2025-02-08T12:30Z 365.1K followers, 34.4K engagements "Europe stocks stage world-beating rally as trade war backfires. [--] of the world's [--] best-performing stock markets are in Europe this year w/Germany's Dax rallying 30% in Dollar terms: Peripheral markets such as Slovenia Poland Greece and Hungary also performing well. https://finance.yahoo.com/news/europe-stocks-stage-world-beating-070000153.html https://finance.yahoo.com/news/europe-stocks-stage-world-beating-070000153.html" [X Link](https://x.com/Schuldensuehner/status/1929300736472461576) 2025-06-01T22:15Z 365.1K followers, 21K engagements "Party like its 1999: Goldman Sachs Non-Profitable Tech Index is up 66% since hitting its low in April" [X Link](https://x.com/anyuser/status/1946008132183851298) 2025-07-18T00:44Z 365.1K followers, 245.4K engagements "Good Morning from Germany which is increasingly losing out in trade w/China. Over the past 12mths exports have dropped to 82bn while imports have climbed to 165bn. The resulting trade deficit of 83bn is the largest since March [----] and close to the record of 87bn. This underscores the need for a new China strategy one that ties imports more closely to domestic value creation much like China itself did in the 1990s and 2000s. https://twitter.com/i/web/status/1980153101358121290 https://twitter.com/i/web/status/1980153101358121290" [X Link](https://x.com/Schuldensuehner/status/1980153101358121290) 2025-10-20T06:04Z 365.1K followers, 155K engagements "Good Morning from Germany where China has once again overtaken the US as the countrys top trading partner. Over the past 12mths trade w/China totaled 246.2bn narrowly ahead of the 246.1bn in trade w/US. Theres just one problem: Trade w/US supports German growth since Germany runs a trade surplus there but trade w/China drags on growth b/c Germany has a large trade deficit w/China" [X Link](https://x.com/Schuldensuehner/status/1981614655102394742) 2025-10-24T06:52Z 365.1K followers, 38.6K engagements "Michael Burrys Scion Asset Management has terminated its registration status with the SEC according to a report by BBG citing an SEC filing. The change took place on Nov. [--]. Burry who rose to fame for his [----] bet against the US housing market said in a social media post featuring a screenshot of the terminated status that he was on to much better things Nov 25th."" [X Link](https://x.com/Schuldensuehner/status/1988925099165036826) 2025-11-13T11:01Z 365.1K followers, 46.5K engagements "The "Sell America Trade" is back. Trumps 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://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html" [X Link](https://x.com/Schuldensuehner/status/2013681907330888087) 2026-01-20T18:35Z 365.1K followers, 34.5K engagements "#Germanys economic stagnation is having an increasingly strong impact on the labor market. The number of unemployed has risen by 177k in January MoM to [-----] million the highest level since [----] and the unemployment rate increased from 6.2% to 6.6%. However on a seasonally adjusted basis the picture is more stable: the unemployment rate remained unchanged at 6.3% and the number of unemployed stayed below the [--] million mark. https://twitter.com/i/web/status/2017178287559057719 https://twitter.com/i/web/status/2017178287559057719" [X Link](https://x.com/Schuldensuehner/status/2017178287559057719) 2026-01-30T10:09Z 365.1K followers, 32.3K engagements "Investors betting on reflation dont seem thrilled by Kevin Warshs 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 would drain liquidity from the market. https://twitter.com/i/web/status/2017247965656572128 https://twitter.com/i/web/status/2017247965656572128" [X Link](https://x.com/Schuldensuehner/status/2017247965656572128) 2026-01-30T14:46Z 365.1K followers, 50.8K engagements "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://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3 https://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3" [X Link](https://x.com/Schuldensuehner/status/2017394952980898136) 2026-01-31T00:30Z 365.1K followers, 55.9K engagements "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 [----]. Core inflation also moved higher increasing from 2.4% to 2.5% as service prices remained the main driver. That said inflation had dropped by about half a percentage point in December due to a base effect which was only partially reversed in Jan. https://twitter.com/i/web/status/2017518924347088911 https://twitter.com/i/web/status/2017518924347088911" [X Link](https://x.com/Schuldensuehner/status/2017518924347088911) 2026-01-31T08:42Z 365.1K followers, 35.4K engagements "Good Morning from Germany where retail deposits have surged to nearly [--] trillion driven by strong gains in real wages and a generally risk-averse approach to investing" [X Link](https://x.com/Schuldensuehner/status/2017895714467016803) 2026-02-01T09:40Z 365.1K followers, 114.8K engagements "Good Morning from Austria which like Germany has been underperforming on growth though not quite as badly. Since the end of [----] the economy has expanded by 6.5% lagging behind France and Italy. The main reasons are demographic change weak productivity and geopolitical risks affecting trade with Eastern Europe. Potential growth over the next decade is now estimated at just 0.6%. https://twitter.com/i/web/status/2018225946751308157 https://twitter.com/i/web/status/2018225946751308157" [X Link](https://x.com/Schuldensuehner/status/2018225946751308157) 2026-02-02T07:32Z 365.1K followers, 37.6K engagements "Good Morning from #Austria where the unemployment rate rose by [---] percentage points to 8.8% in January the highest level since March [----]. The number of job vacancies has fallen by 11.8%. The increase reflects both cyclical and structural pressures. On the cyclical side the recession is taking its toll. Austrias economy has been stagnating or shrinking for two years and this prolonged weakness is now fully feeding through to the labor market. Industry traditionally a key source of jobs is under particular strain as high energy prices and falling orders force companies to cut staff." [X Link](https://x.com/Schuldensuehner/status/2018586295715381280) 2026-02-03T07:24Z 365.1K followers, 28.7K engagements "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 [----] is a hefty 3.6%. One key reason for last years high figure was the expiry of the electricity price cap at the end of [----]. That one-off effect dropped out in January causing inflation to fall markedly. https://twitter.com/i/web/status/2018959982713041255 https://twitter.com/i/web/status/2018959982713041255" [X Link](https://x.com/Schuldensuehner/status/2018959982713041255) 2026-02-04T08:09Z 365.1K followers, 27.4K engagements "DowJones Industrial Average breaks above [-----] for the first time amid optimism over the US economy and corporate earnings. (BBG)" [X Link](https://x.com/Schuldensuehner/status/2019861901551739330) 2026-02-06T19:52Z 365.1K followers, 19.2K engagements "784bn to go #ECB balance sheet has expanded by another 65.7bn to 2216bn but still light years away from 3tn tgt http://t.co/LGbXwG4gQx" [X Link](https://x.com/Schuldensuehner/status/552832992872509440) 2015-01-07T14:23Z 365.1K followers, [--] engagements "Fed balance sheet has expanded by another $557bn on QE discount window emergency borrowing facility & liquidity swaps. Total assets now at record $5.81tn equal to 27% of US GDP. Fed balance sheet could reach $12tn by year-end if it utilizes its full emergency lending capacity" [X Link](https://x.com/Schuldensuehner/status/1245822429869551616) 2020-04-02T21:16Z 364.2K followers, [---] engagements "Hedge Funds ramped-up their bearish Dollar bets. The aggregate USD short position reached $28.9bn an increase of whopping $4.455bn effectively back to peak USD bearish levels seen in [----] and [----] Scotia says. Euro is primary vehicle being used to express negative Dollar view" [X Link](https://x.com/Schuldensuehner/status/1291994553012989952) 2020-08-08T07:08Z 363.9K followers, [---] engagements "Good Morning from Germany which is now being hit by demographic change: This year 300k more people will retire than enter labor market. In [----] yearly gap will be 670k adding up to 5mln by [----]. Either higher productivity closes gap or skilled immigration. (via @HSchaeferIW)" [X Link](https://x.com/Schuldensuehner/status/1480800072807890950) 2022-01-11T07:13Z 364.3K followers, [---] engagements "Looks like the biggest monetary policy experiment in economic history Japanese-styled MMT is not going so well right now. #Japan's Yen briefly hit [---] against the U.S. dollar weakest levels not seen since August [----]. https://cnb.cx/3Tip1Wu https://cnb.cx/3Tip1Wu" [X Link](https://x.com/Schuldensuehner/status/1583005819058024448) 2022-10-20T08:02Z 364.1K followers, [----] engagements "S&P 500hit its 30th record this year defying concerns abouthigh valuations & narrow breadththat could make the market more vulnerable to surprises" [X Link](https://x.com/Schuldensuehner/status/1802817632254734579) 2024-06-17T21:36Z 364.3K followers, 30.9K engagements "ETFs are eating the world: Active mutual funds have continued to experience outflows YTD. There have been $220bn of outflows from active mutual funds YTD compared w/$284bn of inflows to passive ETFs. Notably active ETFs have experienced $48bn of inflows. (via Goldman)" [X Link](https://x.com/Schuldensuehner/status/1826064196707975658) 2024-08-21T01:10Z 364.1K followers, 29.9K engagements "Party like it's [----] 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" [X Link](https://x.com/Schuldensuehner/status/1945461699072413950) 2025-07-16T12:33Z 364.3K followers, 22.6K engagements "EU US clinch deal to avoid Trump tariff hike ahead of deadline: Agreed on 15% tariffs across the board. 15% agreement includes Autos. EU deal will not include pharma. Trump saysEU to buy hundreds of billions of dollars in military gear. Trump says energy is important component of deal. Agriculture likely 2nd to Autos 'to go' in EU deal" [X Link](https://x.com/Schuldensuehner/status/1949528755145429136) 2025-07-27T17:54Z 364.1K followers, 81.8K engagements "Good Morning from #Germany where the value of gold reserves has climbed to a fresh record 315bn driven by soaring #gold prices" [X Link](https://x.com/Schuldensuehner/status/1972932744419361222) 2025-09-30T07:53Z 364.1K followers, 27.4K engagements "Good Morning from #Germany where the wholesale electricity day-ahead price has climbed to [---] per megawatt hour the highest level since February as both solar and wind output remain low. To meet demand Germany is importing [----] megawatts of electricity from France" [X Link](https://x.com/Schuldensuehner/status/1978041768210788631) 2025-10-14T10:14Z 364.1K followers, 352.7K engagements "OUCH Just a little more than a month after reaching an ATH #Bitcoin has erased the more than 30% gain registered since the start of the year. (BBG)" [X Link](https://x.com/Schuldensuehner/status/1990205243943010700) 2025-11-16T23:48Z 364.3K followers, 35.9K engagements "Hello from Germany which is continuing to lose ground in global equity markets. The country now has just [--] companies in the worlds top [---] by market value: SAP and Siemens. Even SAP once Europes largest company has slipped to 46th place globally now trailing firms such as ASML LVMH Roche Novartis and AstraZeneca. https://twitter.com/i/web/status/2011510728910606351 https://twitter.com/i/web/status/2011510728910606351" [X Link](https://x.com/Schuldensuehner/status/2011510728910606351) 2026-01-14T18:48Z 364K followers, 45.6K engagements "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 [----] remains unchanged at 3.2%. The IMF also raised its outlook for the United States by [---] percentage points to 2.4% and for Germany by [---] percentage points to 1.1%. But in Germanys case that figure is underwhelming. Given the large debt packages the weak growth of the past three years and the fact that about 0.3" [X Link](https://x.com/Schuldensuehner/status/2013204620928000475) 2026-01-19T10:59Z 364K followers, 18.9K engagements "The United States has actually become more popular among global CEOs as a destination for international investment despite Trumps interventions acc to PwCs CEO survey" [X Link](https://x.com/Schuldensuehner/status/2013315865089843521) 2026-01-19T18:21Z 364K followers, 89.3K engagements "Good Morning from Davos. On day1 of the World Economic Forum Europeans are pressured to respond to Trumps 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 supports a tough response a position France can afford given its relatively limited trade w/the US. US Secretary of State Scott Bessent has already mocked the Europeans saying: I imagine they will form the dreaded European working group first which seems to be their most forceful weapon." [X Link](https://x.com/Schuldensuehner/status/2013501679769878604) 2026-01-20T06:39Z 364.1K followers, 36.1K engagements "One of the biggest beneficiaries of attention from an erratic Trump may be the EU. Ive never seen Davos congress hall so crowded for a WEF special address by Ursula von der Leyen. #WEF26" [X Link](https://x.com/Schuldensuehner/status/2013555378315776469) 2026-01-20T10:13Z 364.1K followers, 33K engagements "Von der Leyen at #wef26: US's additional tariffs over Greenland are a mistake. Greenland response to be proportional" [X Link](https://x.com/Schuldensuehner/status/2013560263941751163) 2026-01-20T10:32Z 364.1K followers, 14.5K engagements "Good Morning from Davos. Day [--] 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 Huangs appearance. He has been given the large congress hall in the congress centre an honor that has rarely been granted to a CEO. https://twitter.com/i/web/status/2013886769960309037 https://twitter.com/i/web/status/2013886769960309037" [X Link](https://x.com/Schuldensuehner/status/2013886769960309037) 2026-01-21T08:09Z 364.2K followers, 17.8K engagements "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 [----] in January from [----] in December despite promises of large govt investment ahead. Economists surveyed by Bloomberg had expected the index to rise to [----]. The Ifo Current Conditions index edged higher leaving the overall Business Climate unchanged at [----]. The German economy is starting the new year with little momentum Ifo President Clemens Fuest said. There have been some tentative signs of improvement in recent" [X Link](https://x.com/Schuldensuehner/status/2015726364779761770) 2026-01-26T09:59Z 364.3K followers, 31K engagements "#ECB: Banks to repay 3.73bn in LTROs next week down from 4.01bn this wk. Total Repay since [----] due to reach 595bn http://t.co/3BLdK9TT6B" [X Link](https://x.com/Schuldensuehner/status/487540748892778496) 2014-07-11T10:15Z 364.1K followers, [--] engagements "Putin has managed to make his country independent at least on the capital market. #Russia Reserves has climbed to $455bn the highest level since Western sanctions imposed in 2014" [X Link](https://x.com/Schuldensuehner/status/975664086485733376) 2018-03-19T09:23Z 363.9K followers, [---] engagements "More gloomy data from #Eurozone: PMIs confirmed weaker. The most-watched indicator manufacturing PMI dropped from [----] to [----] 30mth low. Services came out at [----] (vs [----] exp) 25mth low. The Composite figure was also a miss at [----] (vs 53.0) 47mth low. Euro drops sharply" [X Link](https://x.com/Schuldensuehner/status/1065907740885872640) 2018-11-23T09:59Z 365K followers, [---] engagements "GK expects Fed to end QT (balance sheet shrinkage) this year w/possible twist away from MBS holdings & toward treasuries. If Fed still wants to return to a clean balance sheet of only treasuries then QT may continue for mortgagebacked securities ending it only for treasuries" [X Link](https://x.com/Schuldensuehner/status/1096352669440999425) 2019-02-15T10:17Z 364.9K followers, [--] engagements "US deficit hit $984bn in [----] a $205bn increase from year earlier as Americas fiscal imbalance widened for 4th consecutive yr despite sustained run of econ growth. Spending increases tax cuts and pol apathy fueled surge interest payments now $400bn. https://www.washingtonpost.com/business/2019/10/25/us-deficit-hit-billion-marking-nearly-percent-increase-during-trump-era/ https://www.washingtonpost.com/business/2019/10/25/us-deficit-hit-billion-marking-nearly-percent-increase-during-trump-era/" [X Link](https://x.com/Schuldensuehner/status/1187796331294838784) 2019-10-25T18:21Z 364.5K followers, [---] engagements "2020 was supposed to be the year when Europe and the Euro began to shine. It hasnt worked out that way. Euro is at its weakest in 4mths close to setting 30mth low. One again the euro is falling down. https://www.bloomberg.com/opinion/articles/2020-02-11/euro-s-decline-reflects-political-turmoil-economic-woessref=61mHmpU4 https://www.bloomberg.com/opinion/articles/2020-02-11/euro-s-decline-reflects-political-turmoil-economic-woessref=61mHmpU4" [X Link](https://x.com/Schuldensuehner/status/1227132158214426624) 2020-02-11T07:28Z 365K followers, [---] engagements "#Turkey Lira in free fall. Now world's worst currency in [----] w/ -30.2% YTD" [X Link](https://x.com/anyuser/status/1323631725948375048) 2020-11-03T14:22Z 365.2K followers, [----] engagements "#Turkey Lira jumps almost 2% in early trading after the resignation of econ czar Berat Albayrat" [X Link](https://x.com/anyuser/status/1325552869794340867) 2020-11-08T21:36Z 365.2K followers, [----] engagements "US labor market is demonstrating once again that its recovery wont be a smooth journey. Initialjobless claimsunexpectedly jumped by 31k to 742k in the week ended Nov14. Continuing jobless claims fell for an 8th consecutive week to 6372k the week of Nov7 from 6801k prior week" [X Link](https://x.com/Schuldensuehner/status/1329447430983716864) 2020-11-19T15:32Z 364.6K followers, [--] engagements "Just to put things into perspective or the rising wealt inequality in one chart: The average US worker must now work [---] hours to buy [--] share of S&P [---]. That's of course a fresh record. In the 1980s it took less than [--] hours" [X Link](https://x.com/anyuser/status/1335141358428856321) 2020-12-05T08:38Z 365.2K followers, [----] engagements "Anyone who calls #Bitcoin a speculative bubble should take a look at #Tesla. Musk shares up 730% YTD vs Bitcoin's 231% run" [X Link](https://x.com/anyuser/status/1340714174003998720) 2020-12-20T17:42Z 365.2K followers, [----] engagements "Buffett indicator sounds the alarm. Global stock mkt cap has now topped 120% of global GDP and thus the same level as before the crash in 2008" [X Link](https://x.com/anyuser/status/1348206434396360705) 2021-01-10T09:53Z 365.2K followers, [----] engagements "The Reddit army has destroyed $3.7tn in global mkt cap this week equal to the GDP of #Germany as the Hedge Fund short squeeze creates contagion. Hedge Fund had to sell their long positions to fund their losses from short activities" [X Link](https://x.com/anyuser/status/1355789583494082561) 2021-01-31T08:06Z 365.2K followers, [----] engagements "Looks as if #Bitcoin is eating #Gold. While the cryptocurrency hit fresh ATH 51k Gold has dropped $1800" [X Link](https://x.com/anyuser/status/1361944837742874631) 2021-02-17T07:45Z 365.2K followers, [----] engagements "Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion" [X Link](https://x.com/anyuser/status/1379098735796490246) 2021-04-05T15:48Z 365.2K followers, [----] engagements "US Treasury Sec Yellen says Treasury to run out of cash around Oct. [--] if debt limit isn't raised" [X Link](https://x.com/anyuser/status/1442843235370610708) 2021-09-28T13:26Z 365.2K followers, [----] engagements "#Bitcoin futures premium has more than tripled this month ahead of SEC's potential approval of an #ETF next week" [X Link](https://x.com/anyuser/status/1448742249383219210) 2021-10-14T20:07Z 365.2K followers, [----] engagements "#Bitcoin wildly fluctuates as ProShares will launch its Bitcoin ETF linked to Bitcoin futures on Tue. Approval for ETF wont be announced by SEC but its final prospectus did not receive any opposition ahead of its effective deadline and the NYSE is readying for launch on Oct19" [X Link](https://x.com/anyuser/status/1450068214260682753) 2021-10-18T11:56Z 365.2K followers, [----] engagements "Goldman Sachs has spotlighted [--] #China stocks that could benefit from President Xi Jinpings common prosperity efforts. Xiaomi LONGi Green Energy Technology Li Ning China Tourism Group Duty Free Tripcom Anta Sports Xinyi Solar among top picks. https://www.bloomberg.com/news/articles/2021-10-26/goldman-lists-50-china-stocks-to-benefit-from-common-prosperitysref=R17xFhjo https://www.bloomberg.com/news/articles/2021-10-26/goldman-lists-50-china-stocks-to-benefit-from-common-prosperitysref=R17xFhjo" [X Link](https://x.com/Schuldensuehner/status/1453131287288496136) 2021-10-26T22:47Z 365K followers, [---] engagements "Good Morning from Germany where soaring prices fuel anti-ECB sentiment. Bild biggest-selling newspaper recently branded #ECB chief Lagarde as "Madame Inflation" saying she "wears Chanel clothes" but "mocks the fate of pensioners employees and savers." https://rfi.my/7taN.T https://rfi.my/7taN.T" [X Link](https://x.com/anyuser/status/1457268016845148163) 2021-11-07T08:45Z 365.2K followers, [----] engagements "Good Morning from #Germany where inflation pressures intensify. German PPI jumps 24.2% YoY in Dec and smashes all estimates. This was the highest increase ever since start of the stats in [----]. Compared w/preceding month Nov2021 the overall index rose by 5.0% in Dec2021" [X Link](https://x.com/anyuser/status/1484059653646520320) 2022-01-20T07:06Z 365.2K followers, [----] engagements "Running debts is becoming much more expensive again. #Germany sold 3.273bn in 10y Bunds at 0.31% highest yield at a 10y Bund auction since 2018" [X Link](https://x.com/Schuldensuehner/status/1493920087597850624) 2022-02-16T12:07Z 364.6K followers, [---] engagements "To make himself independent of the West Putin has stopped investing FX reserves in US govt bonds. #Russia now holds only $3.9bn in US govt bonds. The volume used to be $176bn in [----]. Putin has shifted many reserves into #gold" [X Link](https://x.com/anyuser/status/1496200451603185666) 2022-02-22T19:09Z 365.2K followers, [----] engagements "#Bitcoin hit fresh ATH measured in #Russia Ruble" [X Link](https://x.com/anyuser/status/1498721880504737792) 2022-03-01T18:08Z 365.2K followers, [----] engagements "The biggest bond bubble in 800yrs continues to deflate after the start of the Fed's rate-hike cycle & as rising #inflation shakes up the bond markets. The value of global bonds has dropped by another $754bn this week bringing total loss from ATH to $4.8tn" [X Link](https://x.com/anyuser/status/1507705381488836609) 2022-03-26T13:05Z 365.2K followers, [----] engagements "Just to put things into perspective: The last time #inflation was 7.3% in Germany in Nov [----] the Bundesbank key interest rate was 11.4%. Today #ECB's main rate remains pegged at 0%" [X Link](https://x.com/anyuser/status/1509140445024198658) 2022-03-30T12:08Z 365.2K followers, [----] engagements "The biggest bond bubble in 800yrs continues to deflate after rising US #inflation data (CPI & PPI) shake up the bond markets. The value of global bonds has dropped by another $400bn this week bringing total loss from ATH to $6.4tn" [X Link](https://x.com/anyuser/status/1515733501747810311) 2022-04-17T16:46Z 365.2K followers, [----] engagements "The biggest bond bubble in 800yrs continues to deflate after the latest inflation numbers shake up the bond markets. The value of global bonds has dropped by another $493bn this week bringing total loss from ATH to $7.94tn" [X Link](https://x.com/Schuldensuehner/status/1520311491248930817) 2022-04-30T07:58Z 364.6K followers, [----] engagements "Good morning from #Germany where Deutsche Telekom shares have marked a 20y high. The stock is a classic retail stock that has shaped an entire generation of German shareholders and is one reason why shares are so unpopular in Germany" [X Link](https://x.com/Schuldensuehner/status/1531867383173873665) 2022-06-01T05:16Z 365K followers, [---] engagements "#ECB balance sheet hit another ATH as Lagarde keeps printing press rumbling despite record-high #inflation. Total assets rose by 7bn to 8827.9bn. ECB balance sheet now equal to 82.4% of #Eurozone's GDP vs Fed's 36.6% BoE's 39.6% BoJ's 136.3%" [X Link](https://x.com/anyuser/status/1539278985850499073) 2022-06-21T16:08Z 365.2K followers, [----] engagements "In case you missed it: #Euro has dropped to Swiss Franc parity" [X Link](https://x.com/anyuser/status/1543698297143103492) 2022-07-03T20:48Z 365.2K followers, [----] engagements "Good Morning from #Germany which is falling as an economic powerhouse on a global scale. Germanys trade surplus is gone. Foreigntradebalance came in at MINUS 1bn in May which is the 1st negative print since [----] due to its energy problems & weakness in manufacturing" [X Link](https://x.com/anyuser/status/1543844756614258689) 2022-07-04T06:30Z 365.2K followers, 24.4K engagements "The fall of Germany in one chart: German total mkt cap as % of global mkt cap has hit another All-Time low at 1.97%. Only [--] German comp Linde is among global Top100 when measured by mkt cap. 2nd largest comp SAP #110 3rd largest Deutsche Telekom #123 4th largest Siemens #127" [X Link](https://x.com/anyuser/status/1543888625594662912) 2022-07-04T09:25Z 365.2K followers, [----] engagements "This chart shows why #Euro crashed to near parity w/Dollar this week. Eurozone's trade surpluses have been completely wiped out b/c of energy crisis. #Germany has slipped into trade deficit for 1st time in 31yrs shortfalls in trade were also observed in France & other countries" [X Link](https://x.com/anyuser/status/1545757569167261697) 2022-07-09T13:11Z 365.2K followers, [----] engagements "Good Morning from #Germany where food prices jumped 12.7% YoY in June the highest food price #inflation since the start of the statistic" [X Link](https://x.com/anyuser/status/1547138719727190018) 2022-07-13T08:39Z 365.2K followers, [----] engagements "The #Fed has already stopped the shrinking of the balance sheet. Total assets grew by $4bn the past week to $8.896tn. Fed balance sheet now equal to 36.5% of US's GDP vs #ECB's 81.9% and BoJ's 135%" [X Link](https://x.com/anyuser/status/1548075194907967492) 2022-07-15T22:41Z 365.2K followers, [----] engagements "Good morning from #Italy where public debt stood at 2.8tn in May near record. The debt-to-GDP ratio is over 150%. Italy is home to almost a quarter of all #Eurozone debt" [X Link](https://x.com/anyuser/status/1548557885575086081) 2022-07-17T06:39Z 365.2K followers, [----] engagements "This horror chart suggests that #Germany is heading for a huge energy crisis. Not only are gas prices near record highs but electricity prices in particular are signaling stress" [X Link](https://x.com/anyuser/status/1552168907825356801) 2022-07-27T05:48Z 365.2K followers, [----] engagements "Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. Food CPI jumped 14.8% YoY in July the highest food price #inflation since the start of the statistic" [X Link](https://x.com/anyuser/status/1557287635038633986) 2022-08-10T08:47Z 365.2K followers, [----] engagements "Europe is lurching into an energy crisis: German and French electricity prices keep climbing hit fresh records" [X Link](https://x.com/anyuser/status/1560263690355900416) 2022-08-18T13:53Z 365.2K followers, [----] engagements "Peak #inflation Not in Germany German Producer Prices accelerated to 37.2% in July a fresh record. Meaning: Consumer prices will not have seen their peak yet. Perhaps Germany will also experience double-digit inflation rates like the UK" [X Link](https://x.com/anyuser/status/1560514833312878593) 2022-08-19T06:31Z 365.2K followers, [----] engagements "OOPS German benchmark electricity price jumped 25% on Monday to pass [---] per megawatt-hour for the first time. The level is about [--] times the seasonal average over the past five years" [X Link](https://x.com/anyuser/status/1561697025749557248) 2022-08-22T12:49Z 365.2K followers, [----] engagements "OUCH French 1y ahead electricity price exceeds [----] per megawatt hour for 1st time. The German equivalent also gained to a record hitting as high [---] a megawatt hour capping a 48% gain this week" [X Link](https://x.com/anyuser/status/1563129148620836864) 2022-08-26T11:40Z 365.2K followers, [----] engagements "Good Morning from #Germany which is heading toward an electricity crisis. The 1y ahead power price has skyrocketed to almost [----] per megawatt hour. The electricity price has risen by 720% ytd. Such increases will bankrupt many energy-intensive firms" [X Link](https://x.com/anyuser/status/1563416712707710976) 2022-08-27T06:42Z 365.2K followers, 16.9K engagements "Good Morning from #Germany where the savings ratio has collapsed to 10.8% b/c German citizens can put aside less and less due to #inflation. Will fall even further when the energy crisis hits full force" [X Link](https://x.com/anyuser/status/1563791512605016066) 2022-08-28T07:32Z 365.2K followers, [----] engagements "To put things into perspective: Supermarket prices in #Germany are rising at a record pace. Food CPI jumped 16.6% YoY in August the highest food price #inflation since the start of the statistic" [X Link](https://x.com/anyuser/status/1564642002008002560) 2022-08-30T15:51Z 365.2K followers, [----] engagements "German 1y ahead Power Price has almost halved within [--] days from [----] per MWh to [---] today. This raises the question of who is operating in the electricity market. Is it pure speculation Are these meaningful prices that reflect real scarcities" [X Link](https://x.com/anyuser/status/1564939273987653633) 2022-08-31T11:32Z 365.2K followers, 14.3K engagements "Power Price Bubble continues to deflate. German 1y power price drops another 7% now down 49% from ATH" [X Link](https://x.com/anyuser/status/1565253134649278464) 2022-09-01T08:20Z 365.2K followers, [----] engagements "German Electricity and Gas prices keep crashing. Gas now 218/MWh down 38% from ATH 1y Power Price now 508/MWh down 52% from ATH" [X Link](https://x.com/anyuser/status/1565717450234150913) 2022-09-02T15:05Z 365.2K followers, [----] engagements "Good Morning from #Germany where production costs for toilet paper have skyrocketed. Hakle a large German toilet-paper maker w/a century-long historyfiled for insolvency this week as massive price increases for energy and pulp drove it into a corner. (via BBG)" [X Link](https://x.com/anyuser/status/1567389797647368192) 2022-09-07T05:50Z 365.2K followers, [----] engagements "#Volkswagen is aiming for a valuation of 70-75bn for the planned listing of its Porsche AG unit. Said to target Porsche price range at 76.50-82.50. Said to plan Porsche offer range at 8.75-9.375bn Said to include greenshoe option of 10%-15%. (BBG)" [X Link](https://x.com/Schuldensuehner/status/1571580176558956545) 2022-09-18T19:21Z 364.5K followers, [---] engagements "Good Morning from #Germany where #inflation pressure rising strongly again. PPI has accelerated to 45.8% in Aug YoY from 37.2% in Jul highest price increase ever since start of statistic in [----]. Compared w/preceding mth PPI jumped by 7.9% in Aug also the highest increase ever" [X Link](https://x.com/anyuser/status/1572110530998927360) 2022-09-20T06:28Z 365.2K followers, [----] engagements "Peak #inflation Not in #Germany German Consumer Prices (CPI) are likely to rise further after Producer Prices (PPI) increased by almost 46% in August the strongest increase since 1949" [X Link](https://x.com/anyuser/status/1572111752577384448) 2022-09-20T06:33Z 365.2K followers, [----] engagements "Looks like the bond market bubble has burst. The value of global bonds has plunged by another $1.2tn this week bringing the total loss from ATH to $12.2tn" [X Link](https://x.com/anyuser/status/1574060420410777601) 2022-09-25T15:37Z 365.2K followers, [----] engagements "OUCH German #inflation hits double digits for 1st time since WWII. Sep CPI accelerates to 10% from 7.9% in August" [X Link](https://x.com/anyuser/status/1575456427157716995) 2022-09-29T12:04Z 365.2K followers, 10.8K engagements "Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. Food CPI jumped 19% YoY in Sep the highest food price #inflation since the start of the statistic" [X Link](https://x.com/anyuser/status/1575706503419285504) 2022-09-30T04:38Z 364.6K followers, [----] engagements "The new problem child in the European financial sector" [X Link](https://x.com/anyuser/status/1576662935882985473) 2022-10-02T19:58Z 365.2K followers, [----] engagements "It's the #liqduity stupid S&P [---] trades in tandem w/liquidity of global central banks" [X Link](https://x.com/anyuser/status/1578869424832278528) 2022-10-08T22:06Z 365.2K followers, [----] engagements "The Chart of Doom of the German housing market. The price-to-book ratio of the German real estate gaint #Vonovia has fallen below [--] this year for the first time ever and is now in free fall. The chart suggests that the German real estate market is heading for a sharp correction" [X Link](https://x.com/anyuser/status/1580516386371039232) 2022-10-13T11:10Z 365.2K followers, [----] engagements "To put things into perspective: Average #inflation in the world has jumped to 10.2% the first double-digit increase since statistics began" [X Link](https://x.com/anyuser/status/1580877027229413377) 2022-10-14T11:03Z 365.2K followers, [----] engagements "Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. German Food CPI jumped 20.3% YoY in Oct the highest food price #inflation since the start of the statistic. In #Italy food inflation is just 13.8% in #Spain 14%" [X Link](https://x.com/anyuser/status/1586247250224721920) 2022-10-29T06:43Z 365.2K followers, [----] engagements "OOPS #Eurozone #Inflation soars to new record. Prices jumped by record 10.7% in Oct far exceeding the 10.3% BBG median estimate. Core Inflation accelerated to 5% a fresh record as well" [X Link](https://x.com/anyuser/status/1587023427902357505) 2022-10-31T10:07Z 365.2K followers, [----] engagements "Peak Inflation in one chart. German Producer Prices plunged by 4.2% MoM in Oct the first month-on-month decrease since May [----] (0.4% on April 2020) AND the biggest monthly drop in the history of PPI" [X Link](https://x.com/anyuser/status/1594590600363446273) 2022-11-21T07:16Z 365.2K followers, [----] engagements "OOPS Germanys federal govt plans to issue a record volume of debt next year to help fund generous aid for households & comps hit by the energy crisis. Govt plans to issue 539bn of debt in [----] bonds worth 274bn & 242bn to be sold on money market https://www.bloomberg.com/news/articles/2022-12-14/germany-to-issue-record-539-billion-in-federal-debt-next-yearsref=R17xFhjo https://www.bloomberg.com/news/articles/2022-12-14/germany-to-issue-record-539-billion-in-federal-debt-next-yearsref=R17xFhjo" [X Link](https://x.com/Schuldensuehner/status/1602984155121434624) 2022-12-14T11:09Z 364.4K followers, [---] engagements "Credit Suisse plunges to fresh All-Time low as Saudi National Bank rules out assistance. Now down 96.7% below ATH" [X Link](https://x.com/anyuser/status/1635940215624695808) 2023-03-15T09:45Z 365.2K followers, 1.2M engagements "WTF The markets are now pricing in a probability of default of 47% for Credit Suisse. What have I missed" [X Link](https://x.com/anyuser/status/1635994065471668225) 2023-03-15T13:19Z 365.2K followers, 2.8M engagements "Banking crisis in one chart. Fed balance sheet jumped by $297bn largest weekly increase since pandemic. Financial institutions took billions in short-term loans from #Fed as the industry copes w/serious crisis of confidence and liquidity. Banks borrowed $11.9bn from new BTFP" [X Link](https://x.com/anyuser/status/1636475677225492486) 2023-03-16T21:13Z 365.2K followers, 1M engagements "It's the liquidity stupid This chart shows why stocks are rising in the midst of the banking crisis. Central banks are again pumping billions in liquidity into the market. The combined balance sheet of the [--] leading CenBanks rising again" [X Link](https://x.com/anyuser/status/1636636747604930562) 2023-03-17T07:53Z 365.2K followers, 432.9K engagements "This is what the final deal looks like: UBS to buy Credit Suisse for CHF0.76 per share or CHF3bn. Credit Suisse holders will get [--] UBS share for every [-----] shares. UBS says Ralph Hampers will be CEO of combined bank. Complete write-down of nominal value of all AT1 shares of CS" [X Link](https://x.com/anyuser/status/1637531159604150272) 2023-03-19T19:07Z 365.2K followers, 689.2K engagements "OOPS Global CenBanks to enhance liquidity via USD-Swap line. Fed & five other CenBanks (ECB SNB BoJ BoE BoC) announced coordinated action on Sun to boost liquidity in their standing US dollar swap arrangements" [X Link](https://x.com/anyuser/status/1637562955200884736) 2023-03-19T21:13Z 365.2K followers, 711K engagements "The cost of insuring UBS debt against default soared on Monday following the banks takeover of rival Credit Suisse.UBS 5y CDSjumps" [X Link](https://x.com/anyuser/status/1637741762822262786) 2023-03-20T09:03Z 365.2K followers, 474.3K engagements "WTF Costs of insuring against Deutsche Bank default (CDS prices) jump in violent move while share price plunge as stress in banking system keeps rising following Fed rate hike" [X Link](https://x.com/anyuser/status/1639014379713708033) 2023-03-23T21:20Z 365.2K followers, 2M engagements "Deutsche Bank shares slump 15% in resurgence of European bank worries. Latest bout of stress comes days after Credit Suisse rescue" [X Link](https://x.com/anyuser/status/1639225088640729088) 2023-03-24T11:18Z 365.2K followers, 700.6K engagements "OUCH Deutsche Bank's credit default swaps which represent insurance of its bondholders against a potential default spike as banking doom is back in Europe. Markets price 31% default probability for DB sub-bonds and 16% for senior DB paper" [X Link](https://x.com/anyuser/status/1639229632695382016) 2023-03-24T11:36Z 365.2K followers, 1M engagements "Financial cold war: China selling US Treasurties. At the peak in [----] China held $1.3trn in US Treasuries. Today they hold $850bn and the selling has accelerated over the past 2yrs. https://apolloacademy.com/china-selling-us-treasuries/ https://apolloacademy.com/china-selling-us-treasuries/" [X Link](https://x.com/anyuser/status/1641055785122668545) 2023-03-29T12:32Z 365.2K followers, 578.5K engagements "OOPS Supermarket prices keep rising in Germany. German Food #inflation jumped 22.3% YoY in March a fresh ATH since the start of the statistics and up from 21.8% in February" [X Link](https://x.com/anyuser/status/1641465734738976768) 2023-03-30T15:41Z 365.2K followers, 986.7K engagements "Good Morning from #Germany where the state is becoming more and more encroaching. Already next year the leviathan state could collect a trillion euros. Since [----] total German tax revenues have doubled. In the same period GDP has increased only 23% and inflation only by 31%" [X Link](https://x.com/anyuser/status/1642434186857390081) 2023-04-02T07:49Z 365.2K followers, 567.6K engagements "It's the liquidity stupid Nasdaq [---] and the combined balance sheet of the Fed ECB and Bank of Japan move in tandem" [X Link](https://x.com/anyuser/status/1642531271871016963) 2023-04-02T14:15Z 365.2K followers, 587K engagements "Collapsing money supply alarms economists. US M2 growth plunges to -2.4% YoY in Feb lowest in history in a warning of #recession & #deflation. https://www.bloomberg.com/news/articles/2023-04-11/tumbling-money-supply-alarms-economists-who-foresaw-inflationutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo https://www.bloomberg.com/news/articles/2023-04-11/tumbling-money-supply-alarms-economists-who-foresaw-inflationutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo" [X Link](https://x.com/anyuser/status/1645807250697785346) 2023-04-11T15:13Z 365.2K followers, 752.5K engagements "#BlackRock is eating the world. Assets under Management (AuM) back above $9tn" [X Link](https://x.com/anyuser/status/1646993249213505538) 2023-04-14T21:46Z 365.2K followers, 530.2K engagements "Good Morning from #Germany where Private Households debt ratio fell to 55.2% lowest since [----] b/c GDP has grown faster than household debt. Households liabilities rose to 2137bn while financial assets grew to 7254bn so net financial assets grew to 5117bn" [X Link](https://x.com/Schuldensuehner/status/1649686224003530753) 2023-04-22T08:07Z 364.5K followers, 38.4K engagements "Europe's econ engine is breaking down: Germany is at risk of a long slow decline. Decades of flawed energy policydemise of combustion-engine cars & sluggish transition to new technologies converging to pose most fundamental threat to nations prosperity since reunification. https://www.bloomberg.com/news/articles/2023-05-25/germany-enters-recession-europe-s-largest-economy-is-breaking-downutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo" [X Link](https://x.com/anyuser/status/1662023506412830720) 2023-05-26T09:10Z 365.2K followers, 462K engagements "Good Morning from #Germany where food prices are falling again. Last week Aldi reduced prices for milk cottage cheese and cream by an average of 9%" [X Link](https://x.com/anyuser/status/1668142171185086465) 2023-06-12T06:24Z 365.2K followers, 674.4K engagements "Good Morning from Germany which is well on its way to becoming the sick man of Europe again. While elsewhere in Europe forecasts being taken upwards consensus expectations for Germany pointing downwards despite the fact that Germany has just announced biggest population jump since reunification" [X Link](https://x.com/anyuser/status/1671778760108941312) 2023-06-22T07:14Z 365.2K followers, 706.2K engagements "Another day another profit warning in Germany. Siemens Energy shares crash 37% the worst single-day drop ever after the company issued a profit warning & withdrew earnings guidance citing issues at its Gamesa wind-turbine division" [X Link](https://x.com/anyuser/status/1672270158667173888) 2023-06-23T15:47Z 365.2K followers, 444.1K engagements "#Germany is the sick man of Europe yet again for the 3rd time since reunification. The German economy is the only one among the big ones that is below the pre-Corona level. Even #Spain has now passed Germany" [X Link](https://x.com/anyuser/status/1673230396463390721) 2023-06-26T07:23Z 365.2K followers, 633.2K engagements "OOPS #ECB decided that going forward the minimum reserves banks need to hold wont receive any interest. In this way the ECB could prevent the losses of the ECB and the national central banks from increasing too much" [X Link](https://x.com/Schuldensuehner/status/1684542274032508928) 2023-07-27T12:32Z 364.4K followers, 136.9K engagements "In case you missed it: #China has cut its holdings in US Treasuries to $835bn lowest level since 2010" [X Link](https://x.com/anyuser/status/1697577726062841936) 2023-09-01T11:50Z 365.2K followers, 773.4K engagements "OOPS #Turkey inflation has reaccelerated despite sharply increased key interest rates. The chart looks like Erdogan was right after all w/his unorthodox thesis that higher interest rates lead to higher #inflation" [X Link](https://x.com/anyuser/status/1699696001332740357) 2023-09-07T08:08Z 365.2K followers, 786K engagements "Saudi push for $100 oil brings new headache for Biden administration. Rising energy prices come as president puts economic record at heart of re-election bid. Joe Biden has used the SPR the Strategic Petroleum Reserve to mitigate price pressures. But the reserves are already half used up. https://www.ft.com/content/79ce0cd9-0926-4509-8197-66f6785152cb https://www.ft.com/content/79ce0cd9-0926-4509-8197-66f6785152cb" [X Link](https://x.com/anyuser/status/1700106015151206749) 2023-09-08T11:17Z 365.2K followers, 463.6K engagements "The value of global bonds drop another $273bn this week as the interest rate world is just repricing for higher real yields given high level of govt debt in the US (current budget deficit 9% of GDP) which leads to global crowding out" [X Link](https://x.com/Schuldensuehner/status/1700408194172883036) 2023-09-09T07:18Z 364.5K followers, 73.4K engagements "Worst treasuries selloff since [----] marks bond-vigilantes return: Carnage from the bond marketwhere the rout is worse than anything youll find in the history booksis spreading and the implications are nasty. Massive deficits as far as the eye can seethe result of the Republican tax breaks & the Democratic-led investment in green energyseemed fine when the Fed had interest rates pinned at zero and was buying tens of billions of dollars worth of Treasuries every week. Free money can mask a lot of problems. At todays 5% rate though the math gets tricky." [X Link](https://x.com/anyuser/status/1711121246291628125) 2023-10-08T20:47Z 365.2K followers, 990.6K engagements "Good Morning from #Germany where the birth rate has literally collapsed. While women still had an avg of [----] children in [----] in fall [----] it was only [----]. This means the birth rate fell to its lowest level since [----] within just 2yrs. The war in Ukraine rising inflation & advancing climate change have made people feel more insecure. In such a time of multiple crises many do not realize their actual desire to have children." [X Link](https://x.com/anyuser/status/1770363458082484629) 2024-03-20T08:15Z 365.2K followers, 603.7K engagements "Good Morning from #Germany where all German stocks are now worth less than Nvidia. Germany's stock mkt value is just $2.5tn Nvidia's value is $2.62tn. This week Nvidia has gained $348bn in value the combined value of traditional comps Siemens Deutsche Telekom and Mercedes" [X Link](https://x.com/anyuser/status/1794621303837831178) 2024-05-26T06:47Z 365.2K followers, 852K engagements "Good Morning from #Germany where the largest company SAP is worth only $235bn less than the increase in stock market value that Nvidia has made in a week" [X Link](https://x.com/Schuldensuehner/status/1799344760844636615) 2024-06-08T07:36Z 364.9K followers, 124.3K engagements "#Nvidia is now worth more than the entire stock market in #France or the #UK" [X Link](https://x.com/anyuser/status/1803392136093544663) 2024-06-19T11:39Z 365.2K followers, 504.1K engagements "Good Morning from #Germany where the population has grown less strongly in recent years than previously assumed. Acc to the results of the [----] census 82.7mln people were living in Germany 1.4mln fewer inhabitants than previously thought. The deviation was substantial for Cologne where 5.6% fewer people lived than expected. However Cologne remains a city of millions w/1.02mln. The nationwide deviations from the population update particularly affect the foreign population. Acc to the [----] census there were 10.9mln foreigners living in Germany almost 1mln fewer than previously reported" [X Link](https://x.com/Schuldensuehner/status/1805526261806084451) 2024-06-25T08:59Z 364.5K followers, 24.2K engagements "Good Morning from Germany where companies looking nervously on as France goes to polls in 1st round of snap parl elections that could deliver a blow to country's political centre. France is Germany's 2nd most important export market. In past 12mths goods & services worth 122bn were exported to France. https://twitter.com/i/web/status/1806972353944994087 https://twitter.com/i/web/status/1806972353944994087" [X Link](https://x.com/Schuldensuehner/status/1806972353944994087) 2024-06-29T08:45Z 364.9K followers, 29.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Schuldensuehner Holger Zschaepitz
Holger Zschaepitz is not mentioned in the provided tweets. However, the tweets discuss various economic issues, primarily focusing on Germany and the global economy. Germany's economy is facing challenges, including a decline in industrial production, rising unemployment, and a need for reforms to avoid losing its industrial heart.
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Social Influence
Social category influence finance countries stocks currencies technology brands cryptocurrencies automotive brands travel destinations exchanges us election
Social topic influence germany #2218, inflation, stocks, debt #1355, china, balance sheet, euro, gdp, fed, bitcoin
Top accounts mentioned or mentioned by @welt @knowledgevital @olafgersemann @biancoresearch @realdonaldtrump @carstenbrzeski @tiefseher @theeconomist @drhartmutfeucht @silkelutz @strykrai @the_modernshift @conkers3 @hiopien @tslombard @thepioneerde @elonmusk @cwroehl @barkowconsult @johnauthers
Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Rally (RLY) Goldman Sachs (GS) Alphabet Inc Class A (GOOGL) BlackRock Inc (BLK) April (APRIL)
Top Social Posts
Top posts by engagements in the last [--] hours
"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 Anthropics Opus [---] just made you vulnerable. The "moat" is gone"
X Link 2026-02-07T19:58Z 365.2K followers, 185.5K engagements
"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 pushing the unemployment rate down to 4.3% from 4.4% in Dec. Treasuries are selling off in response w/US 10y yield up 6bps. https://twitter.com/i/web/status/2021587000025854091 https://twitter.com/i/web/status/2021587000025854091"
X Link 2026-02-11T14:07Z 365.2K followers, 22.8K engagements
"#Italy proposes tax on savings hidden in safety deposit boxes as total retail deposits hit fresh all-time highs. https://reut.rs/2MKl3bq https://reut.rs/2MKl3bq"
X Link 2019-06-12T07:28Z 365.2K followers, [---] engagements
"US Dollar fell to 58.4% of known 4Q global reserves the lowest level since [----] due to Dollar weakness in Q4 and as the confiscation of Russia's central bankreservesand potential plans to use them to help Ukraine cut the dollar's attractiveness"
X Link 2023-04-11T08:01Z 365.2K followers, 250.5K engagements
"Good Morning from #Germany on Christmas Eve where thanks to the storm currently sweeping across the country electricity is not only a gift but you can even get money for it. Today electricity is available for an avg of MINUS [---] per megawatt hour (-3.4 cents per kilowatt hour). Unfortunately for private consumers w/a flexible tariff taxes & levies of [--] cents are added on top so electricity is available for [--] cents per KWh today"
X Link 2023-12-24T08:19Z 365.1K followers, 88.9K engagements
"German Chancellor Olaf Scholz addresses a half-empty congresshall at #wef25 in Davos. My colleague Mr. Gersemann even managed to secure a seat in the front row"
X Link 2025-01-21T13:08Z 365.2K followers, 1.6M engagements
"OOPS A 5y German bond auction (technically) failed today. For an offer of 4.5bn only bids of 4.264bn were received. In the end 5y German bonds w/a volume of 3.48bn were sold. The non-genuine bid-to-cover ratio was [---] the lowest level since 2021"
X Link 2025-05-06T14:00Z 365.2K followers, 114.5K engagements
"🚨 Michael Saylor's Strategy (ex-MicroStrategy) turned selling stock into a Bitcoin accumulation machine. 💥 [-------] Bitcoin worth $63.8bn on the balance sheet 🔁 Enterprise Value Strategy $111bn: Stock premium = rocket fuel 📈 Plans to raise $84bn more Meanwhile Trumps media firm just joined the game with a $2.5bn capital raise. Whos next #Bitcoin #Saylor #CryptoStocks #BTC https://www.bloomberg.com/news/articles/2025-05-27/wall-street-can-t-beat-michael-saylor-s-runaway-crypto-enginesref=R17xFhjo"
X Link 2025-05-27T21:27Z 365.1K followers, 20.7K engagements
"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 Germanys economy grew by just 0.2% in 2025"
X Link 2026-01-18T15:12Z 365.2K followers, 55.9K engagements
"Another Bund auction failed. Germany sold sold 1.176bn in 30y bonds at 0.01%. Overall volume of bids w/1.347bn remained below the offer volume of 1.5bn"
X Link 2020-03-18T11:40Z 365.2K followers, [---] engagements
"In case you missed it: 30y Japanese govt bond yields have climbed even more sharply than their US counterparts. Since April [--] Japans 30y yield has risen 33bps while the US 30y yield is up 29bps over the same period. (HT @bilalhafeez123)"
X Link 2025-04-15T12:13Z 365.2K followers, 119.7K engagements
"The Comeback of Negative Interest Rates: In Switzerland govt bonds w/maturities of up to 4yrs are once again offering negative yields. In other words investors effectively pay to lend money to the Swiss government"
X Link 2025-05-10T22:25Z 365.2K followers, 323.5K engagements
"Good Morning from #Germany where over [--] 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 [----] gross fixed capital formation a key measure of investment in infrastructure machinery and equipment made up 11.7% of GDP. Today that share has dropped to below 9% a clear sign of the countrys fading economic dynamism."
X Link 2025-07-21T09:57Z 365.2K followers, 59.2K engagements
"The cost of insuring against an Oracle default has surged following the companys massive Q3 AI investment announcements reaching levels not seen outside periods of major macro stress. Acc to Goldman Oracles CDS spreads have become a key sentiment indicator for the markets appetite to finance large-scale AI spending"
X Link 2025-10-26T13:27Z 365.2K followers, 141.7K engagements
"Follow the flows: Central banks have pumped billions in liquidity into the markets. This could end the global market rout"
X Link 2020-02-29T11:29Z 365.1K followers, [---] engagements
"Doesn't look like #Italy needs Eurobonds to get money in the markets: Italy sold 1.5bn [----] bonds at 1.44%. Auction oversubscribed w/bids 2.289bn vs 1.5bn accepted"
X Link 2020-03-31T10:05Z 365.1K followers, [----] engagements
"The S&P [---] may have hit a new ATH today at [----] points +13.8% YTD but if you put the index in relation to Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion"
X Link 2021-06-25T14:20Z 365.1K followers, [----] engagements
"Hey guys in our @welt Podcast AAA we talk about #Tesla joining Trillion-Dollar club. Elon Musk now worth a mind-boggling $289bn. Tesla boss's wealth beats GDP of several countries and many comps. And we talk #Facebook numbers & the Metaverse. MUST HEAR https://podcasts.apple.com/de/podcast/facebooks-filmchen-wunder-und-tesla-im-billionen-club/id1549709271i=1000539716926 https://podcasts.apple.com/de/podcast/facebooks-filmchen-wunder-und-tesla-im-billionen-club/id1549709271i=1000539716926"
X Link 2021-10-26T09:22Z 365.1K followers, [--] engagements
"Ownership of equities suggests that US democratic shareholder capitalism is more myth than reality: While it's true that a record high 58% of American households do own stocks via mutual funds or as individual shares in the aggregate the amount of stock most of these folks own is tiny. The wealthiest 10% of U.S. households now own nearly 93% of the stock market. https://www.axios.com/newsletters/axios-markets-2718ff09-3bdd-4e85-8925-56e1784362d7.htmlchunk=0&utm_term=twsocialshare#story0"
X Link 2024-01-10T12:36Z 365.1K followers, 128.2K engagements
"Late good morning from Germany where bottlenecks threaten to slow major govt investment plans. In civil engineering about a quarter of firms still report labour shortages. According to Oxford Economics past experience shows defense and infrastructure spending often falls around 10% short of targets. If that pattern repeats next years GDP growth could be 0.4ppts lower than expected"
X Link 2025-09-15T14:56Z 365.1K followers, 25K engagements
"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"
X Link 2026-01-15T15:19Z 365.1K followers, 359.3K engagements
"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 as 17% while Microsoft Workday and ServiceNow plunged 10%. https://twitter.com/i/web/status/2016932508844040396 https://twitter.com/i/web/status/2016932508844040396"
X Link 2026-01-29T17:52Z 365.1K followers, 90.4K engagements
"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 tend to inflate the frothiest parts of the market crowding out value investing and encouraging momentum FOMO and trend-chasing. Its not hard to imagine a scenario in which these segments come under pressure one by one starting w/Bitcoin: "Weve long argued that momentum-driven markets are prone to sawtooth-shaped"
X Link 2026-02-04T21:54Z 365.1K followers, 57.5K engagements
"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 [----] per kg in Austria vs 7.05/kg in Germany so by that metric Austria's Euro is roughly 20% overvalued. https://twitter.com/i/web/status/2019310637931774353 https://twitter.com/i/web/status/2019310637931774353"
X Link 2026-02-05T07:22Z 365.1K followers, 181K engagements
"Big Techs 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 three years combined setting a high-water mark for Capex by any single corporation in any one of the past [--] years. https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd https://www.ft.com/content/0e7f6374-3fd5-46ce-a538-e4b0b8b6e6cd"
X Link 2026-02-06T15:14Z 365.1K followers, 20.7K engagements
"#Lithium stocks are getting crushed again w/Albemarle down 10% most in 14mths after #Chiles left leaning president unveiled a strategy to nationalize lithium sector over time w/the state holding a controlling interest while partnering w/lithium miners. https://www.wsj.com/articles/lithium-miners-slump-as-chile-unveils-state-led-policy-784895a8st=hm4bvqb4j3h4jtu&reflink=desktopwebshare_twitter https://www.wsj.com/articles/lithium-miners-slump-as-chile-unveils-state-led-policy-784895a8st=hm4bvqb4j3h4jtu&reflink=desktopwebshare_twitter"
X Link 2023-04-21T20:20Z 365.2K followers, 128.1K engagements
"#ECB Balance sheet hit fresh ATH at 6289bn. Total assets rose by 52.8bn mainly driven by QE (+33bn) and quarterly revaluation of Gold reserves (+38.9bn). ECB Balance sheet now equal to 53% of #Eurozone GDP vs BoJ's 119% Fed's 33% or BoE's 31%"
X Link 2020-07-08T14:16Z 365.2K followers, [---] engagements
"Good Morning from #Austria where the benchmark index ATX is still trading 33% below its ATH of July [----] while most stock market indices worldwide are at record highs. Even Germany's Dax is only 0.6% below its ATH. Austria's dismal performance is due to its composition of the ATX. Financial stocks make up 39% of the index but technology stocks only 1.2%. The ATX only includes [--] tech stock namely AT&S. The index is so unattractive that there are only [--] ETFs w/combined Assets under Management of 148.3mln"
X Link 2024-02-10T07:24Z 365.2K followers, 42.8K engagements
"Gold is now the most crowded trade acc to BofAs monthly Global Fund Manager Survey"
X Link 2026-01-20T09:42Z 365.2K followers, 129.4K engagements
"No global Lehman moment US junk bond risk spreads havent budged amid Evergrande fallout"
X Link 2021-09-20T22:00Z 365.2K followers, [---] engagements
"Hey guys in this week's @welt-Podcast DuZ we talk about the question of all questions. Can retail investors beat the mkt Should more ordinary investors get into stock-picking game GS Retail Basket has now erased all outperformance vs S&P500. MUST HEAR https://podcasts.apple.com/de/podcast/sparplan-einzelaktie-oder-3-option-die-epische-frage/id1377208237i=1000561896159 https://podcasts.apple.com/de/podcast/sparplan-einzelaktie-oder-3-option-die-epische-frage/id1377208237i=1000561896159"
X Link 2022-05-19T11:37Z 365.2K followers, [---] engagements
"Complacency in US markets YTD S&P [---] +5% Nasdaq [---] +12% Goldman Sachs Expensive Software +14% GS Unprofitable Tech +21% GS Retail Favorites +22%. Meanwhile VIX are near 1y lows. (via GS)"
X Link 2023-03-04T17:57Z 365.2K followers, 45.9K engagements
"Already thinking about Friday today. On August [--] we launch the successful podcast Deffner and Zschpitz on TV at [-----] CET on WELT Fernsehen"
X Link 2023-08-09T09:47Z 365.2K followers, 861.7K engagements
"French stock mkt rout intensifies. Benchmark index CAC-40 sinks another 2.4%. It has plunged 6% since Monday heading for the worst week since [----] over fears of a far-right election win"
X Link 2024-06-14T12:24Z 365.2K followers, 70.4K engagements
"Good Morning from #Germany where industrial production slumped 4.3% in Aug MoM far worse than any forecast. The sharp decline was primarily driven by a collapse in the countrys largest industrial sector the automotive industry where output fell a staggering 18.5% MoM adj for seasonality & working days"
X Link 2025-10-08T06:17Z 365.2K followers, 195.6K engagements
"Alcohol companies are sitting on huge stockpiles as demand keeps falling. Five of the worlds largest listed spirits makers Diageo Pernod Ricard Campari Brown-Forman and Rmy Cointreau are holding about $22bn worth of ageing spirits the highest inventory level in more than a decade. HT @knowledge_vital https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55 https://www.ft.com/content/9e6f024c-63b5-493f-bb35-6c1c05e90e55"
X Link 2026-01-18T20:59Z 365.2K followers, 3.4M engagements
"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 the electricity price cap and an overall public spending ratio of about 55%. The government says it will rein in spending by raising pensions above [----] less sharply scrapping the climate bonus and boosting revenues for example by letting fiscal drag run its course. https://twitter.com/i/web/status/2019680023775457508"
X Link 2026-02-06T07:50Z 365.2K followers, 37.5K engagements
"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 Anthropics Opus 4.6"
X Link 2026-02-06T09:02Z 365.2K followers, 20.2K engagements
"OOPS #Microsoft is now almost 30% below its highs. Over the past 10+ years the only larger drawdown was in [----]. The stock has also given up all of its relative outperformance versus the S&P [---] since November [----] when ChatGPT was launched. (via Goldman)"
X Link 2026-02-06T16:36Z 365.2K followers, 113.7K engagements
"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"
X Link 2026-02-07T07:10Z 365.2K followers, 135.1K engagements
"Good Morning back from Germany where house prices at the start of the year fell more sharply than at any point since [----]. 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 sharp rise in mortgage rates. At the same time rents jumped by 0.7% MoM in January likely boosting demand for owner-occupied housing and helping stabilize prices. https://twitter.com/i/web/status/2020783673906225373 https://twitter.com/i/web/status/2020783673906225373"
X Link 2026-02-09T08:55Z 365.2K followers, 45.9K engagements
"TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats 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 the AI boom. Alphabet has also mandated banks for potential Swiss franc and Sterling debt offerings including arare100-year Sterling note. https://www.bloomberg.com/news/articles/2026-02-09/alphabet-s-dollar-bond-sale-draws-over-100-billion-of-demandsref=R17xFhjo"
X Link 2026-02-09T17:19Z 365.2K followers, 124.3K engagements
"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 [----] when German investors put 74bn into equity funds. Of the 52bn in inflows [--] billion went into equity ETFs while just 6bn flowed into actively managed equity funds. https://twitter.com/i/web/status/2021170696441721322 https://twitter.com/i/web/status/2021170696441721322"
X Link 2026-02-10T10:33Z 365.2K followers, 24.4K engagements
"Demand for #Alphabets 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 deal making it the most in-demand part of Alphabets latest $20bn debt sale in the race for AI supremacy. Investors are betting big on Big Techs longevity. https://www.bloomberg.com/news/articles/2026-02-10/alphabet-s-100-year-bond-gets-highest-demand-in-sterling-saleutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-10T16:05Z 365.2K followers, 32.6K engagements
"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 Financialdropped 8.8% for its worst day since March [----] whileCharles Schwabsank 7.4%% andLPL Financial Holdingslost 8.3% Intuit 3.7%. https://www.bloomberg.com/news/articles/2026-02-10/wealth-manager-stocks-sink-as-new-ai-tool-sparks-disruption-fearutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2026-02-10T21:29Z 365.2K followers, 31.6K engagements
"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 [----]. By contrast overnight stays by foreign visitors fell by 1.8% to 83.8mln following the surge in [----] when the European Football Championship in June and July attracted large numbers of international guests. As a result the share of foreign visitors declined slightly to 16.8% in [----] down from 17.2% in 2024"
X Link 2026-02-11T13:35Z 365.2K followers, 12.1K engagements
"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 continues to earn more from its global investments than it spends abroad. https://twitter.com/i/web/status/2022306935404425420 https://twitter.com/i/web/status/2022306935404425420"
X Link 2026-02-13T13:48Z 365.2K followers, 13.3K engagements
"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 have heightened concerns about policy risk"
X Link 2026-02-13T14:00Z 365.2K followers, 24.7K engagements
"OOPS The total value of the US stock market is now 245% of the countrys GDP far above the 100% level that Warren Buffett considers a sign of a market bubble"
X Link 2025-11-02T22:59Z 365.2K followers, 461.3K engagements
"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 voting power that would allow them to dominate decisionmaking. The move would allow insiders such as Musk to maintain control of the company even with a minority stake. Dual class shares are common among US technology firms inclMeta and Google parentAlphabet and tend to be pitched as a way to enable founders to focus on a"
X Link 2026-02-13T18:39Z 365.2K followers, 33.8K engagements
"#Amazon takes market cap crown cementing tech power. Software giant at $797bn surpasses Microsoft w/ $784bn in value. #Apple has slipped down to #4 https://www.wsj.com/articles/amazon-takes-market-cap-crown-cementing-tech-power-11546894988 https://www.wsj.com/articles/amazon-takes-market-cap-crown-cementing-tech-power-11546894988"
X Link 2019-01-08T00:04Z 365.1K followers, [--] engagements
"#Turkey has entered first recession since [----]. President Erdogan has shredded Turkey's prosperity from the equivalent of $852bn to $784bn lowest figure in current US dollars since [----] due to crisis of confidence that resulted in a lira crash. via @welt https://www.welt.de/wirtschaft/article190105923/Tuerkei-Erdogans-autokratische-Politik-fuehrt-in-die-Rezession.htmlwtmc=socialmedia.twitter.shared.web https://www.welt.de/wirtschaft/article190105923/Tuerkei-Erdogans-autokratische-Politik-fuehrt-in-die-Rezession.htmlwtmc=socialmedia.twitter.shared.web"
X Link 2019-03-11T14:38Z 365.1K followers, [---] engagements
"A chart for the bulls: Measured by M2 money supply S&P 500s mkt cap is way below the highs so ratio leaves further upside for valuation"
X Link 2020-05-28T06:48Z 365.1K followers, [---] engagements
"Just to put things into perspective: Without dividends European stocks' return since [----] would be negative. https://www.bloomberg.com/news/articles/2020-10-01/not-all-dividends-lost-to-pandemic-will-return-in-the-new-normalsref=61mHmpU4 https://www.bloomberg.com/news/articles/2020-10-01/not-all-dividends-lost-to-pandemic-will-return-in-the-new-normalsref=61mHmpU4"
X Link 2020-10-01T06:08Z 365.1K followers, [---] engagements
"#ECB profit drops in [----] as bonds under an old purchase program expired. Profit fell to 1.6bn from record 2.4bn while the balance sheet grew to 569bn amid pandemic relief. Balance sheet of entire Eurosystem jumped to almost 7tn on QE. https://www.bloomberg.com/news/articles/2021-02-18/ecb-profit-dropped-in-2020-as-old-bond-buying-program-phased-outsref=R17xFhjo https://www.bloomberg.com/news/articles/2021-02-18/ecb-profit-dropped-in-2020-as-old-bond-buying-program-phased-outsref=R17xFhjo"
X Link 2021-02-18T11:17Z 365.1K followers, [--] engagements
"It's the liquidity stupid S&P [---] dropped 2.5% this week as global liquidity shrank by $417bn mainly driven by the stronger Dollar"
X Link 2021-02-27T09:28Z 365.1K followers, [----] engagements
"Price for #Carbon went ballistic. Now up 173% YTD"
X Link 2021-12-09T07:10Z 365.1K followers, [---] engagements
"OUCH The statistics of ARK Innovation since the high on February [--] 2021"
X Link 2022-02-20T20:23Z 365.1K followers, [----] engagements
"The biggest bond bubble in 800yrs continues to deflate as hawkish Fed comments shake up the bond markets. The value of global bonds has dropped by another $524bn this week bringing total loss from ATH to $6.9tn"
X Link 2022-04-23T07:58Z 365.1K followers, [----] engagements
"Good Morning from Germany where #disinflation is on the way. German wholesale prices drop 2.9% YoY in June an acceleration from the 2.6% decline from May & the biggest annual decrease since June [----]. Lowerwholesaleprices could translate to falling #inflation in Germany"
X Link 2023-07-14T11:42Z 365.1K followers, 133.9K engagements
"#Chinas 40y boom is over. What comes next The economic model that took the country from poverty to great-power status seems broken and everywhere are signs of distress. (HT @knowledge_vital) https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4mod=hp_lead_pos1 https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4mod=hp_lead_pos1"
X Link 2023-08-20T16:49Z 365.1K followers, 325.8K engagements
"In case you missed it: #ECB QT continues w/balance sheet shrank to 7153bn lowest level since Mar2021. Total assets now equal to 53% of Eurozone GDP vs Fed's 30% BoE's 33% and BoJ's 126%"
X Link 2023-08-24T06:51Z 365.1K followers, 143.8K engagements
"Stress in the financial system is rising: The value of global bonds dropped another $428bn this week as the interest rate world keeps repricing for a higher for longer. In past quarter bonds lost $1.8tn in value and everyone is puzzling over who has the losses on their books"
X Link 2023-09-30T10:44Z 365.1K followers, 433.9K engagements
"#Israel's Benchmark Index TA-35 plunges 6% biggest drop since Mar2020 after Hamas attack. The Hamas assaults mark the deadliest attack on Israel in decades and threaten to escalate into a broader conflict.Israeli shekelhas slumped toward 7y low in recent days ahead of the scheduled reopening of Israels parliament later this month. (via BBG)"
X Link 2023-10-08T08:44Z 365.1K followers, 235.8K engagements
"#Apple loses $115bn in market value as regulators on both sides of the Atlantic are training their eyes onthe iPhone company unnerving investors w/fears over fines & threatening its market dominance. US lawsuit accuses iPhone maker of violating antitrust rules. Company also faces European probe over Digital Markets Act https://www.bloomberg.com/news/articles/2024-03-21/apple-stock-115-billion-in-market-value-wiped-as-regulators-close-insref=R17xFhjo https://www.bloomberg.com/news/articles/2024-03-21/apple-stock-115-billion-in-market-value-wiped-as-regulators-close-insref=R17xFhjo"
X Link 2024-03-21T19:35Z 365.1K followers, 33.6K engagements
"Good Morning from #Germany which has a trade surplus of about $84bn w/the US making it the 5th-largest. The US has even bigger trade deficits w/China Mexico Vietnam and Ireland"
X Link 2025-02-08T12:30Z 365.1K followers, 34.4K engagements
"Europe stocks stage world-beating rally as trade war backfires. [--] of the world's [--] best-performing stock markets are in Europe this year w/Germany's Dax rallying 30% in Dollar terms: Peripheral markets such as Slovenia Poland Greece and Hungary also performing well. https://finance.yahoo.com/news/europe-stocks-stage-world-beating-070000153.html https://finance.yahoo.com/news/europe-stocks-stage-world-beating-070000153.html"
X Link 2025-06-01T22:15Z 365.1K followers, 21K engagements
"Party like its 1999: Goldman Sachs Non-Profitable Tech Index is up 66% since hitting its low in April"
X Link 2025-07-18T00:44Z 365.1K followers, 245.4K engagements
"Good Morning from Germany which is increasingly losing out in trade w/China. Over the past 12mths exports have dropped to 82bn while imports have climbed to 165bn. The resulting trade deficit of 83bn is the largest since March [----] and close to the record of 87bn. This underscores the need for a new China strategy one that ties imports more closely to domestic value creation much like China itself did in the 1990s and 2000s. https://twitter.com/i/web/status/1980153101358121290 https://twitter.com/i/web/status/1980153101358121290"
X Link 2025-10-20T06:04Z 365.1K followers, 155K engagements
"Good Morning from Germany where China has once again overtaken the US as the countrys top trading partner. Over the past 12mths trade w/China totaled 246.2bn narrowly ahead of the 246.1bn in trade w/US. Theres just one problem: Trade w/US supports German growth since Germany runs a trade surplus there but trade w/China drags on growth b/c Germany has a large trade deficit w/China"
X Link 2025-10-24T06:52Z 365.1K followers, 38.6K engagements
"Michael Burrys Scion Asset Management has terminated its registration status with the SEC according to a report by BBG citing an SEC filing. The change took place on Nov. [--]. Burry who rose to fame for his [----] bet against the US housing market said in a social media post featuring a screenshot of the terminated status that he was on to much better things Nov 25th.""
X Link 2025-11-13T11:01Z 365.1K followers, 46.5K engagements
"The "Sell America Trade" is back. Trumps 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://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-treasury-gold-us-trump-greenland.html"
X Link 2026-01-20T18:35Z 365.1K followers, 34.5K engagements
"#Germanys economic stagnation is having an increasingly strong impact on the labor market. The number of unemployed has risen by 177k in January MoM to [-----] million the highest level since [----] and the unemployment rate increased from 6.2% to 6.6%. However on a seasonally adjusted basis the picture is more stable: the unemployment rate remained unchanged at 6.3% and the number of unemployed stayed below the [--] million mark. https://twitter.com/i/web/status/2017178287559057719 https://twitter.com/i/web/status/2017178287559057719"
X Link 2026-01-30T10:09Z 365.1K followers, 32.3K engagements
"Investors betting on reflation dont seem thrilled by Kevin Warshs 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 would drain liquidity from the market. https://twitter.com/i/web/status/2017247965656572128 https://twitter.com/i/web/status/2017247965656572128"
X Link 2026-01-30T14:46Z 365.1K followers, 50.8K engagements
"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://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3 https://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3"
X Link 2026-01-31T00:30Z 365.1K followers, 55.9K engagements
"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 [----]. Core inflation also moved higher increasing from 2.4% to 2.5% as service prices remained the main driver. That said inflation had dropped by about half a percentage point in December due to a base effect which was only partially reversed in Jan. https://twitter.com/i/web/status/2017518924347088911 https://twitter.com/i/web/status/2017518924347088911"
X Link 2026-01-31T08:42Z 365.1K followers, 35.4K engagements
"Good Morning from Germany where retail deposits have surged to nearly [--] trillion driven by strong gains in real wages and a generally risk-averse approach to investing"
X Link 2026-02-01T09:40Z 365.1K followers, 114.8K engagements
"Good Morning from Austria which like Germany has been underperforming on growth though not quite as badly. Since the end of [----] the economy has expanded by 6.5% lagging behind France and Italy. The main reasons are demographic change weak productivity and geopolitical risks affecting trade with Eastern Europe. Potential growth over the next decade is now estimated at just 0.6%. https://twitter.com/i/web/status/2018225946751308157 https://twitter.com/i/web/status/2018225946751308157"
X Link 2026-02-02T07:32Z 365.1K followers, 37.6K engagements
"Good Morning from #Austria where the unemployment rate rose by [---] percentage points to 8.8% in January the highest level since March [----]. The number of job vacancies has fallen by 11.8%. The increase reflects both cyclical and structural pressures. On the cyclical side the recession is taking its toll. Austrias economy has been stagnating or shrinking for two years and this prolonged weakness is now fully feeding through to the labor market. Industry traditionally a key source of jobs is under particular strain as high energy prices and falling orders force companies to cut staff."
X Link 2026-02-03T07:24Z 365.1K followers, 28.7K engagements
"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 [----] is a hefty 3.6%. One key reason for last years high figure was the expiry of the electricity price cap at the end of [----]. That one-off effect dropped out in January causing inflation to fall markedly. https://twitter.com/i/web/status/2018959982713041255 https://twitter.com/i/web/status/2018959982713041255"
X Link 2026-02-04T08:09Z 365.1K followers, 27.4K engagements
"DowJones Industrial Average breaks above [-----] for the first time amid optimism over the US economy and corporate earnings. (BBG)"
X Link 2026-02-06T19:52Z 365.1K followers, 19.2K engagements
"784bn to go #ECB balance sheet has expanded by another 65.7bn to 2216bn but still light years away from 3tn tgt http://t.co/LGbXwG4gQx"
X Link 2015-01-07T14:23Z 365.1K followers, [--] engagements
"Fed balance sheet has expanded by another $557bn on QE discount window emergency borrowing facility & liquidity swaps. Total assets now at record $5.81tn equal to 27% of US GDP. Fed balance sheet could reach $12tn by year-end if it utilizes its full emergency lending capacity"
X Link 2020-04-02T21:16Z 364.2K followers, [---] engagements
"Hedge Funds ramped-up their bearish Dollar bets. The aggregate USD short position reached $28.9bn an increase of whopping $4.455bn effectively back to peak USD bearish levels seen in [----] and [----] Scotia says. Euro is primary vehicle being used to express negative Dollar view"
X Link 2020-08-08T07:08Z 363.9K followers, [---] engagements
"Good Morning from Germany which is now being hit by demographic change: This year 300k more people will retire than enter labor market. In [----] yearly gap will be 670k adding up to 5mln by [----]. Either higher productivity closes gap or skilled immigration. (via @HSchaeferIW)"
X Link 2022-01-11T07:13Z 364.3K followers, [---] engagements
"Looks like the biggest monetary policy experiment in economic history Japanese-styled MMT is not going so well right now. #Japan's Yen briefly hit [---] against the U.S. dollar weakest levels not seen since August [----]. https://cnb.cx/3Tip1Wu https://cnb.cx/3Tip1Wu"
X Link 2022-10-20T08:02Z 364.1K followers, [----] engagements
"S&P 500hit its 30th record this year defying concerns abouthigh valuations & narrow breadththat could make the market more vulnerable to surprises"
X Link 2024-06-17T21:36Z 364.3K followers, 30.9K engagements
"ETFs are eating the world: Active mutual funds have continued to experience outflows YTD. There have been $220bn of outflows from active mutual funds YTD compared w/$284bn of inflows to passive ETFs. Notably active ETFs have experienced $48bn of inflows. (via Goldman)"
X Link 2024-08-21T01:10Z 364.1K followers, 29.9K engagements
"Party like it's [----] 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"
X Link 2025-07-16T12:33Z 364.3K followers, 22.6K engagements
"EU US clinch deal to avoid Trump tariff hike ahead of deadline: Agreed on 15% tariffs across the board. 15% agreement includes Autos. EU deal will not include pharma. Trump saysEU to buy hundreds of billions of dollars in military gear. Trump says energy is important component of deal. Agriculture likely 2nd to Autos 'to go' in EU deal"
X Link 2025-07-27T17:54Z 364.1K followers, 81.8K engagements
"Good Morning from #Germany where the value of gold reserves has climbed to a fresh record 315bn driven by soaring #gold prices"
X Link 2025-09-30T07:53Z 364.1K followers, 27.4K engagements
"Good Morning from #Germany where the wholesale electricity day-ahead price has climbed to [---] per megawatt hour the highest level since February as both solar and wind output remain low. To meet demand Germany is importing [----] megawatts of electricity from France"
X Link 2025-10-14T10:14Z 364.1K followers, 352.7K engagements
"OUCH Just a little more than a month after reaching an ATH #Bitcoin has erased the more than 30% gain registered since the start of the year. (BBG)"
X Link 2025-11-16T23:48Z 364.3K followers, 35.9K engagements
"Hello from Germany which is continuing to lose ground in global equity markets. The country now has just [--] companies in the worlds top [---] by market value: SAP and Siemens. Even SAP once Europes largest company has slipped to 46th place globally now trailing firms such as ASML LVMH Roche Novartis and AstraZeneca. https://twitter.com/i/web/status/2011510728910606351 https://twitter.com/i/web/status/2011510728910606351"
X Link 2026-01-14T18:48Z 364K followers, 45.6K engagements
"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 [----] remains unchanged at 3.2%. The IMF also raised its outlook for the United States by [---] percentage points to 2.4% and for Germany by [---] percentage points to 1.1%. But in Germanys case that figure is underwhelming. Given the large debt packages the weak growth of the past three years and the fact that about 0.3"
X Link 2026-01-19T10:59Z 364K followers, 18.9K engagements
"The United States has actually become more popular among global CEOs as a destination for international investment despite Trumps interventions acc to PwCs CEO survey"
X Link 2026-01-19T18:21Z 364K followers, 89.3K engagements
"Good Morning from Davos. On day1 of the World Economic Forum Europeans are pressured to respond to Trumps 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 supports a tough response a position France can afford given its relatively limited trade w/the US. US Secretary of State Scott Bessent has already mocked the Europeans saying: I imagine they will form the dreaded European working group first which seems to be their most forceful weapon."
X Link 2026-01-20T06:39Z 364.1K followers, 36.1K engagements
"One of the biggest beneficiaries of attention from an erratic Trump may be the EU. Ive never seen Davos congress hall so crowded for a WEF special address by Ursula von der Leyen. #WEF26"
X Link 2026-01-20T10:13Z 364.1K followers, 33K engagements
"Von der Leyen at #wef26: US's additional tariffs over Greenland are a mistake. Greenland response to be proportional"
X Link 2026-01-20T10:32Z 364.1K followers, 14.5K engagements
"Good Morning from Davos. Day [--] 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 Huangs appearance. He has been given the large congress hall in the congress centre an honor that has rarely been granted to a CEO. https://twitter.com/i/web/status/2013886769960309037 https://twitter.com/i/web/status/2013886769960309037"
X Link 2026-01-21T08:09Z 364.2K followers, 17.8K engagements
"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 [----] in January from [----] in December despite promises of large govt investment ahead. Economists surveyed by Bloomberg had expected the index to rise to [----]. The Ifo Current Conditions index edged higher leaving the overall Business Climate unchanged at [----]. The German economy is starting the new year with little momentum Ifo President Clemens Fuest said. There have been some tentative signs of improvement in recent"
X Link 2026-01-26T09:59Z 364.3K followers, 31K engagements
"#ECB: Banks to repay 3.73bn in LTROs next week down from 4.01bn this wk. Total Repay since [----] due to reach 595bn http://t.co/3BLdK9TT6B"
X Link 2014-07-11T10:15Z 364.1K followers, [--] engagements
"Putin has managed to make his country independent at least on the capital market. #Russia Reserves has climbed to $455bn the highest level since Western sanctions imposed in 2014"
X Link 2018-03-19T09:23Z 363.9K followers, [---] engagements
"More gloomy data from #Eurozone: PMIs confirmed weaker. The most-watched indicator manufacturing PMI dropped from [----] to [----] 30mth low. Services came out at [----] (vs [----] exp) 25mth low. The Composite figure was also a miss at [----] (vs 53.0) 47mth low. Euro drops sharply"
X Link 2018-11-23T09:59Z 365K followers, [---] engagements
"GK expects Fed to end QT (balance sheet shrinkage) this year w/possible twist away from MBS holdings & toward treasuries. If Fed still wants to return to a clean balance sheet of only treasuries then QT may continue for mortgagebacked securities ending it only for treasuries"
X Link 2019-02-15T10:17Z 364.9K followers, [--] engagements
"US deficit hit $984bn in [----] a $205bn increase from year earlier as Americas fiscal imbalance widened for 4th consecutive yr despite sustained run of econ growth. Spending increases tax cuts and pol apathy fueled surge interest payments now $400bn. https://www.washingtonpost.com/business/2019/10/25/us-deficit-hit-billion-marking-nearly-percent-increase-during-trump-era/ https://www.washingtonpost.com/business/2019/10/25/us-deficit-hit-billion-marking-nearly-percent-increase-during-trump-era/"
X Link 2019-10-25T18:21Z 364.5K followers, [---] engagements
"2020 was supposed to be the year when Europe and the Euro began to shine. It hasnt worked out that way. Euro is at its weakest in 4mths close to setting 30mth low. One again the euro is falling down. https://www.bloomberg.com/opinion/articles/2020-02-11/euro-s-decline-reflects-political-turmoil-economic-woessref=61mHmpU4 https://www.bloomberg.com/opinion/articles/2020-02-11/euro-s-decline-reflects-political-turmoil-economic-woessref=61mHmpU4"
X Link 2020-02-11T07:28Z 365K followers, [---] engagements
"#Turkey Lira in free fall. Now world's worst currency in [----] w/ -30.2% YTD"
X Link 2020-11-03T14:22Z 365.2K followers, [----] engagements
"#Turkey Lira jumps almost 2% in early trading after the resignation of econ czar Berat Albayrat"
X Link 2020-11-08T21:36Z 365.2K followers, [----] engagements
"US labor market is demonstrating once again that its recovery wont be a smooth journey. Initialjobless claimsunexpectedly jumped by 31k to 742k in the week ended Nov14. Continuing jobless claims fell for an 8th consecutive week to 6372k the week of Nov7 from 6801k prior week"
X Link 2020-11-19T15:32Z 364.6K followers, [--] engagements
"Just to put things into perspective or the rising wealt inequality in one chart: The average US worker must now work [---] hours to buy [--] share of S&P [---]. That's of course a fresh record. In the 1980s it took less than [--] hours"
X Link 2020-12-05T08:38Z 365.2K followers, [----] engagements
"Anyone who calls #Bitcoin a speculative bubble should take a look at #Tesla. Musk shares up 730% YTD vs Bitcoin's 231% run"
X Link 2020-12-20T17:42Z 365.2K followers, [----] engagements
"Buffett indicator sounds the alarm. Global stock mkt cap has now topped 120% of global GDP and thus the same level as before the crash in 2008"
X Link 2021-01-10T09:53Z 365.2K followers, [----] engagements
"The Reddit army has destroyed $3.7tn in global mkt cap this week equal to the GDP of #Germany as the Hedge Fund short squeeze creates contagion. Hedge Fund had to sell their long positions to fund their losses from short activities"
X Link 2021-01-31T08:06Z 365.2K followers, [----] engagements
"Looks as if #Bitcoin is eating #Gold. While the cryptocurrency hit fresh ATH 51k Gold has dropped $1800"
X Link 2021-02-17T07:45Z 365.2K followers, [----] engagements
"Just to put things into perspective: The S&P [---] may have hit a new ATH today but if you put the index in relation to the Fed's balance sheet it is trading at the same level as in [----] so equities have traded sideways since [----] basically counteracting balance sheet expansion"
X Link 2021-04-05T15:48Z 365.2K followers, [----] engagements
"US Treasury Sec Yellen says Treasury to run out of cash around Oct. [--] if debt limit isn't raised"
X Link 2021-09-28T13:26Z 365.2K followers, [----] engagements
"#Bitcoin futures premium has more than tripled this month ahead of SEC's potential approval of an #ETF next week"
X Link 2021-10-14T20:07Z 365.2K followers, [----] engagements
"#Bitcoin wildly fluctuates as ProShares will launch its Bitcoin ETF linked to Bitcoin futures on Tue. Approval for ETF wont be announced by SEC but its final prospectus did not receive any opposition ahead of its effective deadline and the NYSE is readying for launch on Oct19"
X Link 2021-10-18T11:56Z 365.2K followers, [----] engagements
"Goldman Sachs has spotlighted [--] #China stocks that could benefit from President Xi Jinpings common prosperity efforts. Xiaomi LONGi Green Energy Technology Li Ning China Tourism Group Duty Free Tripcom Anta Sports Xinyi Solar among top picks. https://www.bloomberg.com/news/articles/2021-10-26/goldman-lists-50-china-stocks-to-benefit-from-common-prosperitysref=R17xFhjo https://www.bloomberg.com/news/articles/2021-10-26/goldman-lists-50-china-stocks-to-benefit-from-common-prosperitysref=R17xFhjo"
X Link 2021-10-26T22:47Z 365K followers, [---] engagements
"Good Morning from Germany where soaring prices fuel anti-ECB sentiment. Bild biggest-selling newspaper recently branded #ECB chief Lagarde as "Madame Inflation" saying she "wears Chanel clothes" but "mocks the fate of pensioners employees and savers." https://rfi.my/7taN.T https://rfi.my/7taN.T"
X Link 2021-11-07T08:45Z 365.2K followers, [----] engagements
"Good Morning from #Germany where inflation pressures intensify. German PPI jumps 24.2% YoY in Dec and smashes all estimates. This was the highest increase ever since start of the stats in [----]. Compared w/preceding month Nov2021 the overall index rose by 5.0% in Dec2021"
X Link 2022-01-20T07:06Z 365.2K followers, [----] engagements
"Running debts is becoming much more expensive again. #Germany sold 3.273bn in 10y Bunds at 0.31% highest yield at a 10y Bund auction since 2018"
X Link 2022-02-16T12:07Z 364.6K followers, [---] engagements
"To make himself independent of the West Putin has stopped investing FX reserves in US govt bonds. #Russia now holds only $3.9bn in US govt bonds. The volume used to be $176bn in [----]. Putin has shifted many reserves into #gold"
X Link 2022-02-22T19:09Z 365.2K followers, [----] engagements
"#Bitcoin hit fresh ATH measured in #Russia Ruble"
X Link 2022-03-01T18:08Z 365.2K followers, [----] engagements
"The biggest bond bubble in 800yrs continues to deflate after the start of the Fed's rate-hike cycle & as rising #inflation shakes up the bond markets. The value of global bonds has dropped by another $754bn this week bringing total loss from ATH to $4.8tn"
X Link 2022-03-26T13:05Z 365.2K followers, [----] engagements
"Just to put things into perspective: The last time #inflation was 7.3% in Germany in Nov [----] the Bundesbank key interest rate was 11.4%. Today #ECB's main rate remains pegged at 0%"
X Link 2022-03-30T12:08Z 365.2K followers, [----] engagements
"The biggest bond bubble in 800yrs continues to deflate after rising US #inflation data (CPI & PPI) shake up the bond markets. The value of global bonds has dropped by another $400bn this week bringing total loss from ATH to $6.4tn"
X Link 2022-04-17T16:46Z 365.2K followers, [----] engagements
"The biggest bond bubble in 800yrs continues to deflate after the latest inflation numbers shake up the bond markets. The value of global bonds has dropped by another $493bn this week bringing total loss from ATH to $7.94tn"
X Link 2022-04-30T07:58Z 364.6K followers, [----] engagements
"Good morning from #Germany where Deutsche Telekom shares have marked a 20y high. The stock is a classic retail stock that has shaped an entire generation of German shareholders and is one reason why shares are so unpopular in Germany"
X Link 2022-06-01T05:16Z 365K followers, [---] engagements
"#ECB balance sheet hit another ATH as Lagarde keeps printing press rumbling despite record-high #inflation. Total assets rose by 7bn to 8827.9bn. ECB balance sheet now equal to 82.4% of #Eurozone's GDP vs Fed's 36.6% BoE's 39.6% BoJ's 136.3%"
X Link 2022-06-21T16:08Z 365.2K followers, [----] engagements
"In case you missed it: #Euro has dropped to Swiss Franc parity"
X Link 2022-07-03T20:48Z 365.2K followers, [----] engagements
"Good Morning from #Germany which is falling as an economic powerhouse on a global scale. Germanys trade surplus is gone. Foreigntradebalance came in at MINUS 1bn in May which is the 1st negative print since [----] due to its energy problems & weakness in manufacturing"
X Link 2022-07-04T06:30Z 365.2K followers, 24.4K engagements
"The fall of Germany in one chart: German total mkt cap as % of global mkt cap has hit another All-Time low at 1.97%. Only [--] German comp Linde is among global Top100 when measured by mkt cap. 2nd largest comp SAP #110 3rd largest Deutsche Telekom #123 4th largest Siemens #127"
X Link 2022-07-04T09:25Z 365.2K followers, [----] engagements
"This chart shows why #Euro crashed to near parity w/Dollar this week. Eurozone's trade surpluses have been completely wiped out b/c of energy crisis. #Germany has slipped into trade deficit for 1st time in 31yrs shortfalls in trade were also observed in France & other countries"
X Link 2022-07-09T13:11Z 365.2K followers, [----] engagements
"Good Morning from #Germany where food prices jumped 12.7% YoY in June the highest food price #inflation since the start of the statistic"
X Link 2022-07-13T08:39Z 365.2K followers, [----] engagements
"The #Fed has already stopped the shrinking of the balance sheet. Total assets grew by $4bn the past week to $8.896tn. Fed balance sheet now equal to 36.5% of US's GDP vs #ECB's 81.9% and BoJ's 135%"
X Link 2022-07-15T22:41Z 365.2K followers, [----] engagements
"Good morning from #Italy where public debt stood at 2.8tn in May near record. The debt-to-GDP ratio is over 150%. Italy is home to almost a quarter of all #Eurozone debt"
X Link 2022-07-17T06:39Z 365.2K followers, [----] engagements
"This horror chart suggests that #Germany is heading for a huge energy crisis. Not only are gas prices near record highs but electricity prices in particular are signaling stress"
X Link 2022-07-27T05:48Z 365.2K followers, [----] engagements
"Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. Food CPI jumped 14.8% YoY in July the highest food price #inflation since the start of the statistic"
X Link 2022-08-10T08:47Z 365.2K followers, [----] engagements
"Europe is lurching into an energy crisis: German and French electricity prices keep climbing hit fresh records"
X Link 2022-08-18T13:53Z 365.2K followers, [----] engagements
"Peak #inflation Not in Germany German Producer Prices accelerated to 37.2% in July a fresh record. Meaning: Consumer prices will not have seen their peak yet. Perhaps Germany will also experience double-digit inflation rates like the UK"
X Link 2022-08-19T06:31Z 365.2K followers, [----] engagements
"OOPS German benchmark electricity price jumped 25% on Monday to pass [---] per megawatt-hour for the first time. The level is about [--] times the seasonal average over the past five years"
X Link 2022-08-22T12:49Z 365.2K followers, [----] engagements
"OUCH French 1y ahead electricity price exceeds [----] per megawatt hour for 1st time. The German equivalent also gained to a record hitting as high [---] a megawatt hour capping a 48% gain this week"
X Link 2022-08-26T11:40Z 365.2K followers, [----] engagements
"Good Morning from #Germany which is heading toward an electricity crisis. The 1y ahead power price has skyrocketed to almost [----] per megawatt hour. The electricity price has risen by 720% ytd. Such increases will bankrupt many energy-intensive firms"
X Link 2022-08-27T06:42Z 365.2K followers, 16.9K engagements
"Good Morning from #Germany where the savings ratio has collapsed to 10.8% b/c German citizens can put aside less and less due to #inflation. Will fall even further when the energy crisis hits full force"
X Link 2022-08-28T07:32Z 365.2K followers, [----] engagements
"To put things into perspective: Supermarket prices in #Germany are rising at a record pace. Food CPI jumped 16.6% YoY in August the highest food price #inflation since the start of the statistic"
X Link 2022-08-30T15:51Z 365.2K followers, [----] engagements
"German 1y ahead Power Price has almost halved within [--] days from [----] per MWh to [---] today. This raises the question of who is operating in the electricity market. Is it pure speculation Are these meaningful prices that reflect real scarcities"
X Link 2022-08-31T11:32Z 365.2K followers, 14.3K engagements
"Power Price Bubble continues to deflate. German 1y power price drops another 7% now down 49% from ATH"
X Link 2022-09-01T08:20Z 365.2K followers, [----] engagements
"German Electricity and Gas prices keep crashing. Gas now 218/MWh down 38% from ATH 1y Power Price now 508/MWh down 52% from ATH"
X Link 2022-09-02T15:05Z 365.2K followers, [----] engagements
"Good Morning from #Germany where production costs for toilet paper have skyrocketed. Hakle a large German toilet-paper maker w/a century-long historyfiled for insolvency this week as massive price increases for energy and pulp drove it into a corner. (via BBG)"
X Link 2022-09-07T05:50Z 365.2K followers, [----] engagements
"#Volkswagen is aiming for a valuation of 70-75bn for the planned listing of its Porsche AG unit. Said to target Porsche price range at 76.50-82.50. Said to plan Porsche offer range at 8.75-9.375bn Said to include greenshoe option of 10%-15%. (BBG)"
X Link 2022-09-18T19:21Z 364.5K followers, [---] engagements
"Good Morning from #Germany where #inflation pressure rising strongly again. PPI has accelerated to 45.8% in Aug YoY from 37.2% in Jul highest price increase ever since start of statistic in [----]. Compared w/preceding mth PPI jumped by 7.9% in Aug also the highest increase ever"
X Link 2022-09-20T06:28Z 365.2K followers, [----] engagements
"Peak #inflation Not in #Germany German Consumer Prices (CPI) are likely to rise further after Producer Prices (PPI) increased by almost 46% in August the strongest increase since 1949"
X Link 2022-09-20T06:33Z 365.2K followers, [----] engagements
"Looks like the bond market bubble has burst. The value of global bonds has plunged by another $1.2tn this week bringing the total loss from ATH to $12.2tn"
X Link 2022-09-25T15:37Z 365.2K followers, [----] engagements
"OUCH German #inflation hits double digits for 1st time since WWII. Sep CPI accelerates to 10% from 7.9% in August"
X Link 2022-09-29T12:04Z 365.2K followers, 10.8K engagements
"Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. Food CPI jumped 19% YoY in Sep the highest food price #inflation since the start of the statistic"
X Link 2022-09-30T04:38Z 364.6K followers, [----] engagements
"The new problem child in the European financial sector"
X Link 2022-10-02T19:58Z 365.2K followers, [----] engagements
"It's the #liqduity stupid S&P [---] trades in tandem w/liquidity of global central banks"
X Link 2022-10-08T22:06Z 365.2K followers, [----] engagements
"The Chart of Doom of the German housing market. The price-to-book ratio of the German real estate gaint #Vonovia has fallen below [--] this year for the first time ever and is now in free fall. The chart suggests that the German real estate market is heading for a sharp correction"
X Link 2022-10-13T11:10Z 365.2K followers, [----] engagements
"To put things into perspective: Average #inflation in the world has jumped to 10.2% the first double-digit increase since statistics began"
X Link 2022-10-14T11:03Z 365.2K followers, [----] engagements
"Good Morning from #Germany where supermarket prices are rising much faster than in other Eurozone countries. German Food CPI jumped 20.3% YoY in Oct the highest food price #inflation since the start of the statistic. In #Italy food inflation is just 13.8% in #Spain 14%"
X Link 2022-10-29T06:43Z 365.2K followers, [----] engagements
"OOPS #Eurozone #Inflation soars to new record. Prices jumped by record 10.7% in Oct far exceeding the 10.3% BBG median estimate. Core Inflation accelerated to 5% a fresh record as well"
X Link 2022-10-31T10:07Z 365.2K followers, [----] engagements
"Peak Inflation in one chart. German Producer Prices plunged by 4.2% MoM in Oct the first month-on-month decrease since May [----] (0.4% on April 2020) AND the biggest monthly drop in the history of PPI"
X Link 2022-11-21T07:16Z 365.2K followers, [----] engagements
"OOPS Germanys federal govt plans to issue a record volume of debt next year to help fund generous aid for households & comps hit by the energy crisis. Govt plans to issue 539bn of debt in [----] bonds worth 274bn & 242bn to be sold on money market https://www.bloomberg.com/news/articles/2022-12-14/germany-to-issue-record-539-billion-in-federal-debt-next-yearsref=R17xFhjo https://www.bloomberg.com/news/articles/2022-12-14/germany-to-issue-record-539-billion-in-federal-debt-next-yearsref=R17xFhjo"
X Link 2022-12-14T11:09Z 364.4K followers, [---] engagements
"Credit Suisse plunges to fresh All-Time low as Saudi National Bank rules out assistance. Now down 96.7% below ATH"
X Link 2023-03-15T09:45Z 365.2K followers, 1.2M engagements
"WTF The markets are now pricing in a probability of default of 47% for Credit Suisse. What have I missed"
X Link 2023-03-15T13:19Z 365.2K followers, 2.8M engagements
"Banking crisis in one chart. Fed balance sheet jumped by $297bn largest weekly increase since pandemic. Financial institutions took billions in short-term loans from #Fed as the industry copes w/serious crisis of confidence and liquidity. Banks borrowed $11.9bn from new BTFP"
X Link 2023-03-16T21:13Z 365.2K followers, 1M engagements
"It's the liquidity stupid This chart shows why stocks are rising in the midst of the banking crisis. Central banks are again pumping billions in liquidity into the market. The combined balance sheet of the [--] leading CenBanks rising again"
X Link 2023-03-17T07:53Z 365.2K followers, 432.9K engagements
"This is what the final deal looks like: UBS to buy Credit Suisse for CHF0.76 per share or CHF3bn. Credit Suisse holders will get [--] UBS share for every [-----] shares. UBS says Ralph Hampers will be CEO of combined bank. Complete write-down of nominal value of all AT1 shares of CS"
X Link 2023-03-19T19:07Z 365.2K followers, 689.2K engagements
"OOPS Global CenBanks to enhance liquidity via USD-Swap line. Fed & five other CenBanks (ECB SNB BoJ BoE BoC) announced coordinated action on Sun to boost liquidity in their standing US dollar swap arrangements"
X Link 2023-03-19T21:13Z 365.2K followers, 711K engagements
"The cost of insuring UBS debt against default soared on Monday following the banks takeover of rival Credit Suisse.UBS 5y CDSjumps"
X Link 2023-03-20T09:03Z 365.2K followers, 474.3K engagements
"WTF Costs of insuring against Deutsche Bank default (CDS prices) jump in violent move while share price plunge as stress in banking system keeps rising following Fed rate hike"
X Link 2023-03-23T21:20Z 365.2K followers, 2M engagements
"Deutsche Bank shares slump 15% in resurgence of European bank worries. Latest bout of stress comes days after Credit Suisse rescue"
X Link 2023-03-24T11:18Z 365.2K followers, 700.6K engagements
"OUCH Deutsche Bank's credit default swaps which represent insurance of its bondholders against a potential default spike as banking doom is back in Europe. Markets price 31% default probability for DB sub-bonds and 16% for senior DB paper"
X Link 2023-03-24T11:36Z 365.2K followers, 1M engagements
"Financial cold war: China selling US Treasurties. At the peak in [----] China held $1.3trn in US Treasuries. Today they hold $850bn and the selling has accelerated over the past 2yrs. https://apolloacademy.com/china-selling-us-treasuries/ https://apolloacademy.com/china-selling-us-treasuries/"
X Link 2023-03-29T12:32Z 365.2K followers, 578.5K engagements
"OOPS Supermarket prices keep rising in Germany. German Food #inflation jumped 22.3% YoY in March a fresh ATH since the start of the statistics and up from 21.8% in February"
X Link 2023-03-30T15:41Z 365.2K followers, 986.7K engagements
"Good Morning from #Germany where the state is becoming more and more encroaching. Already next year the leviathan state could collect a trillion euros. Since [----] total German tax revenues have doubled. In the same period GDP has increased only 23% and inflation only by 31%"
X Link 2023-04-02T07:49Z 365.2K followers, 567.6K engagements
"It's the liquidity stupid Nasdaq [---] and the combined balance sheet of the Fed ECB and Bank of Japan move in tandem"
X Link 2023-04-02T14:15Z 365.2K followers, 587K engagements
"Collapsing money supply alarms economists. US M2 growth plunges to -2.4% YoY in Feb lowest in history in a warning of #recession & #deflation. https://www.bloomberg.com/news/articles/2023-04-11/tumbling-money-supply-alarms-economists-who-foresaw-inflationutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo https://www.bloomberg.com/news/articles/2023-04-11/tumbling-money-supply-alarms-economists-who-foresaw-inflationutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo"
X Link 2023-04-11T15:13Z 365.2K followers, 752.5K engagements
"#BlackRock is eating the world. Assets under Management (AuM) back above $9tn"
X Link 2023-04-14T21:46Z 365.2K followers, 530.2K engagements
"Good Morning from #Germany where Private Households debt ratio fell to 55.2% lowest since [----] b/c GDP has grown faster than household debt. Households liabilities rose to 2137bn while financial assets grew to 7254bn so net financial assets grew to 5117bn"
X Link 2023-04-22T08:07Z 364.5K followers, 38.4K engagements
"Europe's econ engine is breaking down: Germany is at risk of a long slow decline. Decades of flawed energy policydemise of combustion-engine cars & sluggish transition to new technologies converging to pose most fundamental threat to nations prosperity since reunification. https://www.bloomberg.com/news/articles/2023-05-25/germany-enters-recession-europe-s-largest-economy-is-breaking-downutm_source=website&utm_medium=share&utm_campaign=twittersref=R17xFhjo"
X Link 2023-05-26T09:10Z 365.2K followers, 462K engagements
"Good Morning from #Germany where food prices are falling again. Last week Aldi reduced prices for milk cottage cheese and cream by an average of 9%"
X Link 2023-06-12T06:24Z 365.2K followers, 674.4K engagements
"Good Morning from Germany which is well on its way to becoming the sick man of Europe again. While elsewhere in Europe forecasts being taken upwards consensus expectations for Germany pointing downwards despite the fact that Germany has just announced biggest population jump since reunification"
X Link 2023-06-22T07:14Z 365.2K followers, 706.2K engagements
"Another day another profit warning in Germany. Siemens Energy shares crash 37% the worst single-day drop ever after the company issued a profit warning & withdrew earnings guidance citing issues at its Gamesa wind-turbine division"
X Link 2023-06-23T15:47Z 365.2K followers, 444.1K engagements
"#Germany is the sick man of Europe yet again for the 3rd time since reunification. The German economy is the only one among the big ones that is below the pre-Corona level. Even #Spain has now passed Germany"
X Link 2023-06-26T07:23Z 365.2K followers, 633.2K engagements
"OOPS #ECB decided that going forward the minimum reserves banks need to hold wont receive any interest. In this way the ECB could prevent the losses of the ECB and the national central banks from increasing too much"
X Link 2023-07-27T12:32Z 364.4K followers, 136.9K engagements
"In case you missed it: #China has cut its holdings in US Treasuries to $835bn lowest level since 2010"
X Link 2023-09-01T11:50Z 365.2K followers, 773.4K engagements
"OOPS #Turkey inflation has reaccelerated despite sharply increased key interest rates. The chart looks like Erdogan was right after all w/his unorthodox thesis that higher interest rates lead to higher #inflation"
X Link 2023-09-07T08:08Z 365.2K followers, 786K engagements
"Saudi push for $100 oil brings new headache for Biden administration. Rising energy prices come as president puts economic record at heart of re-election bid. Joe Biden has used the SPR the Strategic Petroleum Reserve to mitigate price pressures. But the reserves are already half used up. https://www.ft.com/content/79ce0cd9-0926-4509-8197-66f6785152cb https://www.ft.com/content/79ce0cd9-0926-4509-8197-66f6785152cb"
X Link 2023-09-08T11:17Z 365.2K followers, 463.6K engagements
"The value of global bonds drop another $273bn this week as the interest rate world is just repricing for higher real yields given high level of govt debt in the US (current budget deficit 9% of GDP) which leads to global crowding out"
X Link 2023-09-09T07:18Z 364.5K followers, 73.4K engagements
"Worst treasuries selloff since [----] marks bond-vigilantes return: Carnage from the bond marketwhere the rout is worse than anything youll find in the history booksis spreading and the implications are nasty. Massive deficits as far as the eye can seethe result of the Republican tax breaks & the Democratic-led investment in green energyseemed fine when the Fed had interest rates pinned at zero and was buying tens of billions of dollars worth of Treasuries every week. Free money can mask a lot of problems. At todays 5% rate though the math gets tricky."
X Link 2023-10-08T20:47Z 365.2K followers, 990.6K engagements
"Good Morning from #Germany where the birth rate has literally collapsed. While women still had an avg of [----] children in [----] in fall [----] it was only [----]. This means the birth rate fell to its lowest level since [----] within just 2yrs. The war in Ukraine rising inflation & advancing climate change have made people feel more insecure. In such a time of multiple crises many do not realize their actual desire to have children."
X Link 2024-03-20T08:15Z 365.2K followers, 603.7K engagements
"Good Morning from #Germany where all German stocks are now worth less than Nvidia. Germany's stock mkt value is just $2.5tn Nvidia's value is $2.62tn. This week Nvidia has gained $348bn in value the combined value of traditional comps Siemens Deutsche Telekom and Mercedes"
X Link 2024-05-26T06:47Z 365.2K followers, 852K engagements
"Good Morning from #Germany where the largest company SAP is worth only $235bn less than the increase in stock market value that Nvidia has made in a week"
X Link 2024-06-08T07:36Z 364.9K followers, 124.3K engagements
"#Nvidia is now worth more than the entire stock market in #France or the #UK"
X Link 2024-06-19T11:39Z 365.2K followers, 504.1K engagements
"Good Morning from #Germany where the population has grown less strongly in recent years than previously assumed. Acc to the results of the [----] census 82.7mln people were living in Germany 1.4mln fewer inhabitants than previously thought. The deviation was substantial for Cologne where 5.6% fewer people lived than expected. However Cologne remains a city of millions w/1.02mln. The nationwide deviations from the population update particularly affect the foreign population. Acc to the [----] census there were 10.9mln foreigners living in Germany almost 1mln fewer than previously reported"
X Link 2024-06-25T08:59Z 364.5K followers, 24.2K engagements
"Good Morning from Germany where companies looking nervously on as France goes to polls in 1st round of snap parl elections that could deliver a blow to country's political centre. France is Germany's 2nd most important export market. In past 12mths goods & services worth 122bn were exported to France. https://twitter.com/i/web/status/1806972353944994087 https://twitter.com/i/web/status/1806972353944994087"
X Link 2024-06-29T08:45Z 364.9K followers, 29.2K engagements
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