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User Profile: FollowClick to Follow SchuldensuehnerHolger Zschaepitz@SchuldensuehnerHolger Zsch pitz is market maniac @Welt and Author of 'Schulden ohne S hne?' a book on states' addictiveness to debt. Pics: http://instagram.com/schuldensuehnerJournalistBerlin, Germanywelt.de/autor/holger-z Joined May 2009340 Following260.4K Followers

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Holger Zschaepitz@Schuldensuehner Aug 7Don't miss the stock Podcast all-stars. In this episode of @welt-Podcast AAA we invite you to big podcast summit. You'll learn about the book that was the foundation of all our stock market success, exciting investment ideas & smart career tips. MUST HEAR! https://podcasts.apple.com/de/podcast/die-besten-anlageideen-des-hamburger-medienmoguls/id1549709271?i=1000575192613 9566


Holger Zschaepitz@Schuldensuehner 10hCost of insuring against #Italy default (CDS price) has only risen slightly after Moody's unscheduled rating action. Moody's had cut Italy outlook to NEGATIVE citing heightened risks that pol environment will impede the implementation of structural reforms https://moodys.com/research/Moodys-changes-the-outlook-on-Italy-to-negative-affirms-Baa3--PR_463267 633119


Holger Zschaepitz@Schuldensuehner 10hUS consumers turn in camp #inflation transitory. US inflation expectations drop sharply across all time horizons in July. Median 1y ahead expectation fell to 6.2% from 6.8%; 3y to 3.2%, 5y to 2.3% from 2.8% in June. Shift in outlook comes after weeks of falling gasoline prices.657136


Holger Zschaepitz@Schuldensuehner 12h#Palantir stock tumbles <$10 after annual forecast disappoints. Adjusted income to be ~$342mln on $1.9bn sales, well short of the avg analyst estimates. Outlook reflects sharp challenge facing the data software company when fewer customers are willing to open their wallets.721142


Holger Zschaepitz@Schuldensuehner 15hOUCH! Biontech stock sinks >8% after Q2 profit, revenue fall way below expectations. Net income dropped to 1.67bn from 2.79bn YoY. EPS 6.45 vs. 10.77 YoY way below estimated EPS of 7.44. Revenue fell to 3.20bn from 5.31bn, missing BBG consensus estimates of 3.96bn1851207


Holger Zschaepitz@Schuldensuehner 16hGood Morning from Germany, where Stats Office Destatis has now separately pointed out that inflation is much lower outside EU, in EFTA countries Norway, Iceland & Switzerland. In Switzerland, inflation is currently at 3.2%, while in EU it is 3times as high https://destatis.de/EN/Press/2022/08/PE22_334_61.html;jsessionid=761CDA7F7E496EBD8D357589E09A5B02.live741 32146388


Holger Zschaepitz@Schuldensuehner Aug 7Alarm mounts in western capitals over #Turkey s deepening ties with #Russia. Officials warn of retaliation if Ankara helps Moscow evade sanctions after Erdo an and Putin agree to increase co-operation. https://ft.com/content/00badf9e-f0d9-417f-9aec-9ac1c2207835 58228518


Holger Zschaepitz@Schuldensuehner Aug 7#ECB injects billions of euros into weaker eurozone debt markets while allowing its portfolio of German, Dutch and French debt to fall. Central bank utilises reinvestments from maturing bonds to soothe jitters in countries such as #Italy. https://ft.com/content/b53f2254-9409-432a-9755-62c621e3f552 27242555


Holger Zschaepitz@Schuldensuehner Aug 7#Inflation serves as another illustration of structural challenges currently facing Eurozone, BofA says. Most Eurozone countries, especially in Eastern Europe, have higher inflation than their Mediterranean counterparts. If this persists, it could lead to issues w/competitiveness14111301


Holger Zschaepitz@Schuldensuehner Aug 7Global stocks have gained ~$400bn in mkt cap this week despite hot US jobs data. But investors hoping for peak #inflation & 2Q earning results not just 'better-than-feared' but in many cases, just plain 'better.' All stocks now worth almost $103tn, equal to 107% of global GDP.14121414


Holger Zschaepitz@Schuldensuehner Aug 7Good Morning from Germany which is seeing run on heating oil & Diesel in latest sign of stress that country s fuel market is under. Southern Germany grappling w/curtailed fuel supplies as disruption at refineries coincides w/squeeze in deliveries via Rhine https://bloomberg.com/news/articles/2022-08-04/oil-refiner-omv-germany-seeing-run-on-heating-oil-and-diesel?sref=R17xFhjo 42266821


Holger Zschaepitz@Schuldensuehner Aug 6OOOPS! #Italy s Target2 liabilities within ECB s payments system have reached a fresh record of 640bn, ~30% of Italian GDP, due due to rising pol uncertainty following the fall of the Draghi govt w/10y Italy risk spread temporarily jumped >240bps for 1st time since 2020.22226566


Holger Zschaepitz@Schuldensuehner Aug 6Good Morning from #Germany where Target2 balance dropped by 50bn in July b/c of the summer vacations, when many Germans spend their money abroad! Target2 claims of Bundesbank on rest of Eurosystem still at almost 1.2tn, near record, meaning substantial risks for Germany.1997293


Holger Zschaepitz@Schuldensuehner Aug 5Markets see a 2-in-3 chance of a 75bps #Fed hike in Sep after booming US jobs data.21145484


Holger Zschaepitz@Schuldensuehner Aug 5US 2y yields jump after US jobs report showed a booming labor market that might prompt Fed to raise rates more sharply.17149498


Holger Zschaepitz@Schuldensuehner Aug 5OOPS! #Recession with full employment and decent wage gains? US adds 528k jobs in July, more than double estimates while US unemployment rate dips to pre-pandemic low of 3.5%. AHE rose 0.5% MoM faster than expected.41210599


Holger Zschaepitz@Schuldensuehner Aug 5Rhine water levels are falling to lowest since 2018 amid record-breaking heatwave driving power prices up as Uniper is struggling to get enough coal up the river Rhine. Uniper said that two of its coal-fired stations along the Rhine may need to curb output.1282231


Holger Zschaepitz@Schuldensuehner Aug 5Good morning from #Germany, where the risk of a wage-price spiral is rising. Lufthansa seals a very expensive ground crew wage deal to avert further walkouts. Check-in staff will get between 13.6% and 18.4% more pay.32178568


Holger Zschaepitz@Schuldensuehner Aug 4#Italy s govt approved an aid package worth about 17bn to cushion families and businesses from #inflation - one of PM Mario Draghi s final acts before he leaves office. Spending won t boost deficit thanks to higher growth, revenue BUT will feed inflation https://bloomberg.com/news/articles/2022-08-04/draghi-is-bowing-out-with-more-aid-for-inflation-hit-italians?sref=R17xFhjo 32142401


Holger Zschaepitz@Schuldensuehner Aug 4#Recession alarm in the US grows louder: Yield-curve inversion hits widest level in 22yrs. US 2s10s yield spread has dropped to -37bps, lowest since Sep2000.27376867


Holger Zschaepitz@Schuldensuehner Aug 4Bank of England launches biggest rate hike (+0.5ppts) in 27yrs as inflation soars but w/1.75% is base rate still 7.65ppts below actual inflation of 9.4%.5171380


Holger Zschaepitz@Schuldensuehner Aug 4Goldman, Bernstein strategists say stocks rally can fizzle out as econ data continue to deteriorate & earnings forecasts being slashed. MSCI World Index' long-term P/E doesn't look attractive yet. Stocks at risk of another selloff unless macro data shifts. https://bloomberg.com/news/articles/2022-08-04/goldman-bernstein-strategists-say-stocks-rally-can-fizzle-out 1262197


Holger Zschaepitz@Schuldensuehner Aug 4OUCH! German 1y ahead Power Price just hit fresh ATH > 400/MWh. #EnergyCrisis55359746


Holger Zschaepitz@Schuldensuehner Aug 4Good morning from #Germany, where the construction industry is currently slumping. Germany's construction PMI fell to 43.7 in July 2022 from 45.9 in the prior month, marking the steepest decline since February 2021, S&P Global data shows.567199


Holger Zschaepitz@Schuldensuehner Aug 3German 1y ahead power price hit fresh ATH at 400/mWh after #Uniper said it may need to curb output at a German coal plant due to low Rhine River water levels.1498277


Holger Zschaepitz@Schuldensuehner Aug 3#ECB balance sheet has been largely stagnant recently, but there have been significant shifts in bond purchases. While the ECB sold a net 14bn worth of German bonds in June & July, Italian bonds were purchased in a net volume of 10bn. (HT @NationsWealth )1154179


Holger Zschaepitz@Schuldensuehner Aug 3You don't want to miss this: now live AAA podcast behind the scenes on Twitch.twitch.tvdoppelgaengerio - TwitchMehr als 30.000 Menschen lauschen zweimal w chentlich dem Doppelg nger Tech Talk Podcast. Die beiden die Tech-Experten Philipp Gl ckler & Philipp Pip Kl ckner besprechen aktuelle Ereignisse aus den...225

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

Philipp Kloeckner@pip_net Aug 3Podcast guests can sometimes pay big bucks to be interviewed on popular shows #transparency PS: Meine Woche mit @Schuldensuehner bei #AAA hat mich weniger gekostet. https://bloomberg.com/news/articles/2022-08-03/podcast-guests-can-pay-big-money-to-be-on-top-shows via @BWbloomberg.comPodcast Guests Are Paying Up to $50,000 to Appear on Popular ShowsCritics call it payola, and say listeners deserve better disclosure of promotional ties.8442


Holger Zschaepitz@Schuldensuehner Aug 3Meta exploring potential bond sale, comps first ever. Facebook parent had prev shunned bond issuance. Increased cap spending focused on metaverse along w/rising share buybacks could be supported w/billions of low-cost debt as 2022 free cash flow contracts. https://bloomberg.com/news/articles/2022-08-03/meta-to-hold-investor-meetings-for-potential-debut-bond-offering?sref=R17xFhjo 325121


Holger Zschaepitz@Schuldensuehner Aug 3Unprofitable tech stocks rebounded recently. But there is one long-duration asset that has gained even more than ARK & Co: Price of 100y Austria bond. We discuss which investments will benefit should Fed already cut rates again next yr in @welt-Podcast DuZ https://podcasts.apple.com/de/podcast/investieren-wie-yale-und-harvard-das-ist-das-perfekte/id1377208237?i=1000574811587 1239148


Holger Zschaepitz@Schuldensuehner Aug 33 month Libor rate for dollars climbed to highest level since financial crisis as traders price in larger interest-rate hikes by the Fed. Libor rose for the fourth straight session, rising roughly 2.5bps to 2.83229%, the highest since Nov2008. (BBG)683231


Holger Zschaepitz@Schuldensuehner Aug 3Good Morning from Germany which posted trade surplus for June as exports grew at greater pace than imports. Trade surplus (bal of ex & im of goods) stood at 6.4bn after recording revised 0.8bn surplus in May. Prelim figures for May had shown trade def for 1st time since 1991.18130476


Holger Zschaepitz@Schuldensuehner Aug 2To put things into perspective: #China has already cut its US Treasury holdings below the $1,000bn mark.473911,076


Holger Zschaepitz@Schuldensuehner Aug 2US 10y yields jumped 18bps to 2.75% on hawkish Fed talk. Mary Daly says the Fed is nowhere near done in the battle against inflation while Loretta Mester noted that we haven t seen inflation cool at all . (via @knowledge_vital)14130408


Holger Zschaepitz@Schuldensuehner Aug 2OOPS! Pelosi's Taiwan trip spurs Chinese battery giant CATL to pause multi-billion dollar US plant debut. CATL now plans to wait until Sep or Oct to make the announcement. CATL s headquarters are in Fujian, across the Taiwan Strait from the island. https://bloomberg.com/news/articles/2022-08-02/pelosi-trip-spurs-china-battery-giant-to-pause-plant-unveiling?sref=R17xFhjo 34154435

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

WELT@welt Aug 2W hrend Deffner in den Flitterwochen weilt, hat sich Zsch pitz (@Schuldensuehner) f r die neue Folge einen B rsen-Professor an die Seite geholt. Mit Holger Graf spricht er ber Chancen bei Tech und verr t, warum der Momentum-Ansatz doch nicht funktioniertwelt.deInvestieren wie Yale und Harvard das ist das perfekte Portfolio Podcast - WELTW hrend Deffner in den Flitterwochen weilt, hat sich Zsch pitz einen Ex-Investmentbanker und B rsen-Professor an die Seite geholt. Zusammen mit Holger Graf kl rt er Karrierefragen, diskutiert Chancen...2119

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Holger Zschaepitz@Schuldensuehner Aug 2Bloomberg Dollar Index rose 0.3% on rising tensions between China and US over Taiwan. Nancy Pelosi became 1st US house leader to visit Taiwan since 1997.757216

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

Holger Zschaepitz Retweeted

Philipp Kloeckner@pip_net Aug 2Kleiner Nachtrag zur heutigen AAA Folge, wo @Schuldensuehner mir weismachen will, der $SPY liefe besser als der NASDAQ seit 1971. Getrieben ist das nat rlich trotzdem von Technologie. Der S&P 495 (500 minus GAFAM) hat n mlich eine desastr se Performance.820169


Holger Zschaepitz@Schuldensuehner Aug 2Hey guys, don't miss daily @welt-AAA podcast w/tech icon @pip_net. In 2nd episode, we argue about whether you should diversify exclusively into tech stocks & not old econ stocks as well. BUT: Nasdaq has underperformed broad S&P 500 since it started in 1971 https://podcasts.apple.com/de/podcast/die-wahren-tech-gewinner-und-streit-um-die-goldene/id1549709271?i=1000574721547 917107

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