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Daniel Lacalle
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Daniel Lacalle 2h
Commodities. Oil remains weak despite massive cuts and high compliance, showing excess supply when most analysts said market would balance in June. Copper, aluminium speak volumes of the global slowdown. Natgas collapse mostly weather related. Iron ore remains well supported.
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Daniel Lacalle 2h
Indian Rupee. Worth watching the budget to see if the government is going to increase imbalances and put pressure on the currency.
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Daniel Lacalle 2h
Turkey home sales collapse in May
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Daniel Lacalle 3h
Deutsche Bank ($13bn mkt cap) is going to launch a $56bn bad bank spin-off? Magic
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Daniel Lacalle 3h
Replying to @breakfast_dogs
It is definitely going to. They do not consider that problem
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Daniel Lacalle 3h
Replying to @dlacalle_IA
Financial repression at its worst:
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Daniel Lacalle 3h
Eurozone yields are all at all-time lows... If you believe the economies are at an all-time high of solvency, you have a problem.
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Daniel Lacalle retweeted
Bloomberg 8h
Sunday's massive protest paralyzed Hong Kong, with nearly 2 million taking to the streets, according to organizers. This was what the city looked like
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Daniel Lacalle 4h
Deutsche Bank to set up €50bn ‘bad bank’ as part of overhaul | Financial Times
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Daniel Lacalle retweeted
Daniel Lacalle 16h
There is absolutely no need for a rate cut. Here is why:
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Daniel Lacalle 16h
There is absolutely no need for a rate cut. Here is why:
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Daniel Lacalle retweeted
CNN International 21h
One of the organizers of today's protest has told CNN they've “never seen such a big crowd” in Hong Kong. Live updates:
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Daniel Lacalle 19h
Hilarious. "Market neutrality. When implementing the APP, the Eurosystem aimed to ensure market neutrality in order to minimize the impact on relative prices within the eligible universe and unintended side effects on market functioning" Ehem....
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Daniel Lacalle 19h
Replying to @walnuttunlaw
They are keeping rates artificially low, inflation is actually higher than official rates imply.
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Daniel Lacalle retweeted
Luke Scorziell 19h
"The centerpiece of the deal is that the Mexican government will deploy 6,000 National Guard troops to try to better secure the flow of immigrants into the United States." ~ Luke Scorziell with Daniel LaCalle () on Bills. Listen now:
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Daniel Lacalle 19h
Financial repression. There are now $12 trillion in bonds globally trading at negative interest rates... The Austria 100-year government bond is up 40% since October 2018. Over the same period, the S&P500 is almost flat.
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Daniel Lacalle 20h
Swelling US corporate debt raises risk of global financial meltdown
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Daniel Lacalle 20h
Replying to @JoeNatiello
the annual rate of core CPI inflation has actually held up quite well, falling from a peak of 2.4% in mid-2018 to 2.0% in May. No need to cut rates nor would it do anything
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Daniel Lacalle 21h
Economic expansion is set for record but is slump next?
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Daniel Lacalle 24h
Greece? Italy? Spain? No. German automakers have been the largest beneficiaries of the ECB corporate bond purchase
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