https://twitter.com/Schuldensuehner/status/1527912441790795778 Good Morning from #Germany where #stagflation fears keep rising. Analysts have cut their 2022 German GDP forecast to 2% while upped their 2022 #inflation forecast to 6.8%. https://t.co/XhqHocqRlN via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1527920357671424000 RT @Schuldensuehner: 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://t.co/eiSTwzAYmH https://t.co/PVCdTzLFyB via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1527924153184989185 #ECB to the rescue? #Italy 10y risk spread jumps >200bps as Italy 10y again >3%. https://t.co/pQw9HiIu8u via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528061317113847808 The end of the Fed put? Looks as if the Fed will sacrifice investors to beat inflation and lower S&P 500 is not a buck but a feature. S&P 500 fared first 7-week losing streak in 21 years. https://t.co/EnWAKakxOy via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528065081723846661 #ECB's Lagarde reiterated her concerns over cryptocurrencies & desire for regulation: "My very humble assessment is that it is worth nothing, it is based on nothing, there is no underlying asset to act as an anchor of safety," Lagarde said in an interview on Dutch TV. https://t.co/xRsUx9HxVO via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528276503653490689 Good Morning from #Switzerland where the Swiss franc is pushing toward parity against the Euro for the second time in 7yrs, fueled by speculation Switzerland’s central bank could raise rates to cool #inflation. This will make my stay at #WEF2022 in #Davos even more expensive. https://t.co/0gYr2oTcjs via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528281364063297536 Measured in terms of Price Purchase Parity (Big Mac Index), the Swiss Franc is 42% overvalued against the Euro. However, this is well below previous highs. Most recently, inflation in Switzerland at 2.5% was only a third of that in the Eurozone (7.4%). This reduces overvaluation. https://t.co/f8tSbtpmHf via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528388900389011458 After Meltdown, tech-bottom signals have yet to scream ‘buy now.’ Valuations look more attractive, Nasdaq 100 P/E near long-term avg but the backdrop doesn’t. Allocation to tech sector is at lowest since 2006, BofA survey shows. https://t.co/7Gi9v9ycUW https://t.co/QVnSdA7BpP via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528392323255738377 Putin’s war means #Russia’s rich aren’t welcome at Davos anymore. Vodka-fueled parties usually hosted by Russian oligarchs won’t happen in aftermath of Ukraine invasion. It will be 1st WEF since fall of communism w/o single Russian official/business leader https://t.co/jsapm3OeeS https://t.co/3mZsP8SUqD via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528393463468904450 @PhraAthit @Lars_Feld Relativ gesehen ist die Schweiz die Insel der Seligen. Aber die Produzentenpreise sind zuletzt auch um 6,7% gestiegen und die SNB könnte – anders als EZB & Fed – schon mal präventiv tätig werden und nicht erst, wenn die Teuerung sich schon in die Ökonomie hereingefressen hat. via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528394212168843264 RT @OlafGersemann: Davos, here we come: die ⁦@welt⁩-Vorhut auf dem Weg zum #wef22. 😉 https://t.co/ZC2R7AhXEm via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528470955936325637 Conditions are ripe for a deep bear market. The risk is a series of bear-market rallies that don’t last, hurting dip buyers and further damaging investor confidence. Lesson of 1973-1974 bear mkt: Sell the rips. https://t.co/65IqX3fT08 https://t.co/NZJdOmjrM7 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528638076792229888 Good Morning from Davos. On day1 of #WEF2022, #Ukraine is the big topic. President Zelenskiy will be the opening political guest. The First Deputy Prime Minister, Minister of Economy of Ukraine Yuliia Svyrydenko will talk about how Russia is using energy and hunger as a weapon. https://t.co/r5thD9brTp via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528645502673231872 Now the sheikhs are stepping into oligarch gap. Our opening report on #WEF2022. 11 ministers from the UAE are present, 7 from Saudi Arabia, 5 from Qatar. All this while global #inflation is heading towards 9%. We experiencing multiple crises. https://t.co/VpRwVOfQYT via @welt https://t.co/zX5sG8Sa5Y via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528648402795433986 German EconMinister Habeck warns at #wef2022 of global recession and global instability as a result of raw materials crisis and hunger as a result of the Ukraine war. https://t.co/xzvzcwK0C7 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528654915115048960 OOPS! #ECB likely to start raising interest rates in Jul & exit neg rates by end-Sep, Lagarde said in blog post: I expect net purchases under APP to end very early in Q3. July://https://ift.tt/lLRinrw https://t.co/WrLQQGgczs via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528735122400354305 Stiglitz says Fed rate hikes killing economy, won’t fix #inflation at #WEF2022. US econ needs supply-side interventions. Higher rates not going to create more food. It’s going to make it more difficult b/c you aren’t going be able to make investments”. https://t.co/WCDrMAzrv6 https://t.co/lFWMllWTC8 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528816232471875584 Just had a nice chat w/@ricardo_hausman. He sees the #Fed way behind the curve (as Taylor Rule Rate highlights). He would not put his money into US stocks right now. https://t.co/MWhwSjG1nE via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528961346217332736 Good morning from #Davos. On Day2 of #WEF22, Europe is in the spotlight. EU Commission President Ursula von der Leyen, Spain's PM Pedro Sanchez & NATO Secretary General Stoltenberg make their appearances. Yesterday, City boss Jane Fraser already predicted a #recession for Europe. https://t.co/oyWbR2nNl4 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528977184316080129 #Japan and the rest. While 10y yields keep rising globally w/Italy's 10y now above US's after Lagarde promised end of negative rates by end-Sep, Japan's 10y yields almost fixed at 0.2% due to BoJ's yield curve control. How long can it last? https://t.co/qD2GQf3eiu via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1528981117650489347 In case you missed it: Veteran US statesman Kissinger tells global elite at #wef22 Ukraine should give Russia territory. Urged West to stop trying to inflict crushing defeat on #Russia forces in #Ukraine, it would have disastrous consequences for stability https://t.co/gbm6qKMVw3 https://t.co/KBsVt3gni4 via @Schuldensuehner