https://twitter.com/Schuldensuehner/status/1595812728119123973 Don't miss our live podcast #DeffnerundZschaepitz: We will argue about whether low interest rates and cheap money are good for transformation or only lead to snowflake companies that are not resilient or to asset bubbles? See now... https://t.co/mfdQICytnC https://t.co/TrPXO35swf via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1595941425417420800 Billionaire investor Bill Ackman says his hedge fund has a large notional short position against the Hong Kong Dollar. He adds the US Dollar peg no longer makes sense for Hong Kong and that it’s “only a matter of time before it breaks.” https://t.co/Ja5uMCQcwr https://t.co/bb4VAT843g via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596074289165651968 Good Morning from #Germany where the economy expanded 0.4% QoQ in Q3 2022, slightly better than the 0.3% rise in the 1st estimate. German GDP now above the pre-pandemic level for 1st time. Among major Eurozone economies, only Spain has fared worse since the start of the pandemic. https://t.co/UMFfHPjG4A via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596077255872094210 German consumer confidence posted 2nd straight improvement for Dec, but rise in Gfk consumer climate was smaller than exp & remains close to an all-time low at 40.2 for Dec. This explains why the govt brought forward gas price brake for consumers 2mths to save Christmas business. https://t.co/4EkLaVfgXZ via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596121773514301443 Hey guys, in today's @welt-podcast AAA, we reveal the real future of #metaverse. It's not the metaverse for consumers, 'industrial metaverse' is all the buzz now. Microsoft has set up its own unit & expects industrial metaverse to be $200bn market by 2030. https://t.co/EJcii3Mthv https://t.co/paoOaWEznS via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596424422637932545 Good Morning from #Germany, where 10y real yields have turned negative again. This shows that the world has not yet returned to a state where something can be earned w/bonds in real terms. https://t.co/LSMNI2aPKP via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596426707963359234 #Fed balance sheet keeps shrinking. Total assets dropped by another $4.2bn in the past week to $8,621.4bn, still equal to 33.6% of US's GDP. Fed is shrinking its balance sheet by $95bn a month. https://t.co/3terlV1Qu2 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596573287676784640 Hey guys, need your help. Made a bet w/Sven Schmidt that he would get 500 followers through our podcast. There are still 60 followers missing. So follow him - at least for 5 days! https://t.co/5TOJEu2V7k via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596636047185698817 RT @Schuldensuehner: Hey guys, need your help. Made a bet w/Sven Schmidt that he would get 500 followers through our podcast. There are still 60 followers missing. So follow him - at least for 5 days! https://t.co/5TOJEu2V7k via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596786126924443650 Good Morning from Germany where threat of de-industrialization is looming. It is not only high energy prices that lead comps to relocate their production abroad but also protectionist policies of the Americans with their Inflation Reduction Act. https://t.co/qSFB1meTcG via @welt https://t.co/EydfLyUJF6 via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1596928100054753280 #China is experiencing largest protests since Tiananmen Square protests. An online video of a fire in an apartment block has unleashed nationwide anger and protests over Beijing's Covid restrictions. Weak econ figures now being compounded by further risks https://t.co/8XupYEk19F https://t.co/xl0TFaGbpt via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597012070985502721 #China stocks face downward pressure amid China unrest over Covid lockdowns. https://t.co/R3lBwfDe1a https://t.co/SxbHLhfyrY via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597138679046098950 Good Morning from Germany where natural gas storage fell over past week to 243.5 TWh, or 98.8% full, in week to Nov26 compared w/5y avg of 86% for this time of year. A week earlier it was 99.6% of capacity. Traders focus on cold weather & possible Russia supply disruptions. (BBG) https://t.co/yG7K9Jj7Tm via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597187307580579842 #Oil prices plunge as #China protests hit risk sentiment. WTI tumbled to lowest since Dec2021. China unrest comes after sharp pullback in oil mkt as risk of China slowdown looms & EU floated price cap on Russian crude that looks set to have minimal impact. https://t.co/aujWRr0oL0 https://t.co/AeJaxpy4oG via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597250255795339265 BlockFi files for chapter 11 bankruptcy. https://t.co/xCzrB8FbbK via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597282831750701056 #Apple faces deficit of 6mln iPhone Pros on #China tumult. Production losses will affect Apple’s most in-demand phones. Workers have fought back against Covid lockdown fallout. In a worst-case scenario, one-fifth of sales would be lost. https://t.co/roq5AkHwSg https://t.co/7bJ9Xtl9Zl via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597352086974640128 OOPS! #ECB President Christine Lagarde says she’d be surprised if Eurozone #inflation had peaked, suggesting the recent ramp-up in interest rates isn’t close to being over. https://t.co/YFxMnsSmpG https://t.co/SuMFx1sJmS via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597397047199805440 Elon Musk went on tear against #Apple, #Twitter’s top advertiser, after he said AAPL threatened to block TWTR from App Store w/o explanation & mostly had stopped advertising. Apple was top advertiser on Twitter, spending $48mln in Q1, >4% of Twitter’s rev. https://t.co/u0XRvnovd7 https://t.co/EdyVhsBH1R via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597500362621353984 Good Morning from #Germany, where #wages are lagging far behind #inflation, so Germans getting poorer. Nominal earnings were up 2.3% in Q3 YoY but inflation rose 8.4% in same period, so real (price-adjusted) earnings plunged by 5.7%, largest real wage loss since statistics began. https://t.co/7eLVUxUluF via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597511314301415425 Peak #inflation narrative gets another favorable number: North Rhine Westphalia CPI dropped 0.8% MoM, biggest decrease since Nov 2020. https://t.co/tBBLwP69sX via @Schuldensuehner

https://twitter.com/Schuldensuehner/status/1597581282439213065 Peak Inflation narrative gets another favorite number: German #inflation eases. CPI slows to 10% YoY in Nov. https://t.co/KiWYi2xdmg via @Schuldensuehner