Holger Zschaepitz
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Holger Zschäpitz is market maniac and Author of 'Schulden ohne Sühne?' a book on states' addictiveness to debt.
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📊 Looks like the Democrats don't have the courage to Biden hot swap. https://t.co/fXowp2pBlp
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📊 Good Morning from Germany, where retail deposits hit another record high. In May, the total balance reached €2.8tn. A third of German financial assets are held in current accounts, which typically do not earn any interest. As a result, many Germans are missing out on potential… https://t.co/MesDxogARD https://t.co/50mSavGM38
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📊 A test of fiscal dominance? German FinMin Christian Lindner’s publicly aired doubts about the legality of potential #ECB crisis aid for France are testing nerves in the region’s policymaking circles. https://t.co/MOQ758Ipy2 https://t.co/EKqQoo0pe6
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📊 Big Tech is eating the world w/#Apple once again the undisputed #1. Apple gained 2% after bullish Bloomberg report about the upcoming AI-enabled iPhone sales prospects. Now worth almost $3.6tn, Microsoft #2 w/$3.5tn ahead of Nvidia w/$3.3tn. https://t.co/elNJDuWaXz
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📊 Good Morning from #Germany where wealth inequality has decreased since 2008, as shown by the Gini coefficient. Germany's wealth inequality is now just above the Western European average. This improvement is b/c median wealth has increased more significantly than average wealth… https://t.co/X6CR4W40NE https://t.co/20z5ztnJ1V
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📊 Mind the gap: Single stock implied volatility trades higher than index volatility. The degree to which single stock calls are priced relative to where SPX index is priced, is at one of the highest levels of all time, Goldman says. The 3 month 25 delta call on avg S&P 500 stock is… https://t.co/AUGkUiupaY https://t.co/skLB8vCFuW
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📊 US June CPI undershoots headline and core, making the case for a Sept cut even stronger. US CPI well below forecasts at -0.1% MoM and 3.0% YoY, vs +0.1% and +3.1% expected. Core CPI at +0.1% MoM, 3.3% YoY cooler than the +0.2% MoM and +3.4% expected. Core CPI drop paced by sharp… https://t.co/q8Roygnq2Q https://t.co/euBWDWZNG1
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📊 Biggest theme today: Russell outperforms Nasdaq 100 massively w/Russell +344bps, NDX -213bps. https://t.co/xdYBh62etj
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📊 In case you missed it: Nasdaq 100 has biggest 1d drop since October 2023. https://t.co/FfwxV17e7M
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📊 In case you missed it: Russell 2000 has biggest 1d gain since Nov 2023. https://t.co/xRIwomz2Lt
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📊 Biden betting odds fall after US President calls Ukraine’s Zelensky ‘President Putin’ in latest brutal gaffe, but corrects himself. https://t.co/RxzGwS7pn2
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📊 Good Morning from #Germany where the number of corporate insolvencies up by a third. In April 2024, the local courts reported 1,906 corporate insolvencies. The courts put the creditors' claims from the corporate insolvencies reported in April 2024 at ~€11.4bn. In April 2023, the… https://t.co/DR08GrdTEN https://t.co/2rXkRDilXQ
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📊 Good Morning from #Germany, which stands out globally w/its unique fiscal policy. It's one of the few countries where the debt ratio decreased during the 2010s and the deficit is also declining. https://t.co/F6770lKYr9 https://t.co/4aAUlwWnuu
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📊 Betting odds for Trump presidency rose after photos showed Trump, blood on his face, pumping his fist after an incident at his rally. The incident was triggered by loud noises that resembled gunshots. https://t.co/DFYQ57Lk85
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📊 Good Morning from #Germany where politicians condemned political violence and wished Donald Trump a speedy recovery after a shooting at a rally on Saturday wounded the former president and killed at least one attendee. Chancellor Olaf Scholz called the attack “despicable” in a… https://t.co/UdR7oIBD8y https://t.co/sarAFNlAmQ
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📊 Following the attack on Donald Trump, bets on a Trump presidency have skyrocketed. How attacks on presidents and candidates have shaped US history. https://t.co/7fHRlj5LCT https://t.co/6Erk66tZZO
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📊 #Bitcoin jumps >$60k as Trump shooting boosts Trump election odds. https://t.co/Krsz0g0zp6
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📊 Global markets ramp up the ‘Trump Trade’ after rally attack. The steepener trade has already worked out recently. US 2s/10s yield spread has risen to -27bps. https://t.co/BxciDDhTM5 https://t.co/HVhCxgaMae
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