Holger ZschaepitzVerified account

@Schuldensuehner

Holger Zschäpitz is market maniac and Author of 'Schulden ohne Sühne?' a book on states' addictiveness to debt. Pics:

Berlin, Germany
welt.de/autor/holger-z…
Joined May 2009
34.7K Photos and videos Photos and videos

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  1. Pinned Tweet
    2 hours ago

    Hey guys, in our podcast DuZ we discuss whether one-time tech darling Facebook, fallen out of TRILLION-DOLLAR CLUB & now worth just $600bn, is now MEGA opportunity or META disaster. And we argue whether Swiss Franc will rise to Euro parity. MUST HEAR!

    1 reply 11 retweets 62 likes
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  2. 1 hour ago

    Global stocks rebound as govt debt sell-off pauses w/European stocks & US Futures higher. 's Ibex now in green YTD. US 10y yields drop by 3bps to 1.93%, Italy's 10y drops 6bps to 1.78%. Cryptocurrencies do not benefit from Risk On move w/ $43.3k. Gold unch at $1827.

    6 replies 19 retweets 80 likes
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  3. 2 hours ago

    Good morning from , where exports to US have set a fresh record. In past 12mths, goods worth >€120bn were shipped overseas. This makes US most important nation for German exports, far ahead of China or France. Volume of exports to China has even fallen slightly recently.

    5 replies 36 retweets 122 likes
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  4. 16 hours ago

    OUCH! German power prices jump as France cuts nuclear forecast. Reactor outages have forced France to import electricity at times. Morgan Stanley sees ‘meaningful likelihood’ of 2023 output cut.

    18 replies 93 retweets 255 likes
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  5. 17 hours ago

    balance sheet hit fresh ATH after last week's meeting as Lagarde keeps printing press rumbling regardless of rising inflation. Total assets rose by another €7.5bn to €8,630.1bn, equal to 81.8% of Eurozone GDP vs Fed's 37%, BoJ's 135%, BoE's 42%.

    23 replies 205 retweets 487 likes
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  6. Feb 7

    Bond mkt rout continues: US 10y yields on course 2%.

    23 replies 150 retweets 479 likes
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  7. Feb 7

    Good Morning from where Target2 claims drop from ATH. Target2 claims of Bundesbank on the rest of Eurosystem fall to €1.15tn, typical for Jan, meaning substantial risks for Germany. At a time when ECB slowly scaling back stimulus, these risks are coming back into focus.

    12 replies 49 retweets 158 likes
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  8. Feb 7

    Crypto bucks the tech downtrend today. jumps >$44k, ~$3150.

    19 replies 37 retweets 170 likes
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  9. Feb 7

    But here to close Italian spreads? 's Lagarde tries to soothe bond mkt investors w/dovish remarks after Italy's yield spiked. Says no need for big ECB tightening as inflation to hold at target.

    9 replies 49 retweets 105 likes
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  10. Feb 7

    Meta loses another $33bn in mkt cap as EU leaders buck at threats to shutter Facebook & Instagram. Meta threatened to pull FB & Insta from Europe if it is unable to keep transferring user data back to US, amid negotiations to replace scrapped privacy pact.

    25 replies 148 retweets 505 likes
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  11. Feb 7

    10y risk spread over Germany jumps to 164bps, highest since 2020, as bond markets are currently being repriced after 's (verbally) hawkish pivot.

    9 replies 83 retweets 249 likes
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  12. Feb 7

    OUCH! Greek bonds are bearing the brunt of 's hawkish pivot. 's 10y yields jump by 27bps to 2.55%, the highest level since Apr 2020.

    31 replies 303 retweets 644 likes
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  13. Feb 6

    Positive again the new normal? Volume of negative-yielding debt has crashed <$5tn for the 1st time since 2015.

    8 replies 105 retweets 320 likes
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  14. Feb 6

    Good Morning from where positive yields are becoming the norm again after the recent bond meltdown. Bund yields are now positive for maturities of 5 years and above.

    12 replies 64 retweets 242 likes
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  15. Feb 6

    100k and still running: If you want to make sense of the markets, just listen to our podcast w/hedge fund manager .

    4 replies 10 retweets 66 likes
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  16. Feb 6

    Governing Council Member Klaas Knot sees an interest-rate hike as early October. Says Eurozone likely to stay above 4% for most of 2022 and way higher than ECB predicted in Dec.

    12 replies 55 retweets 163 likes
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  17. Feb 6

    Global stocks have gained $3.1tn in mkt cap this week on the back of strong results from comps across the econ & as US Dollar weakens vs Euro (-2.7%), making equities from non-dollar area, such as Europe, more valuable. Global stocks now worth $116tn, equal to 137% of global GDP.

    5 replies 86 retweets 267 likes
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  18. Feb 6

    Good Morning back from where financial repression continues. Although nominal 10y yields have turned positive again, now at +0.2%, when you subtract the actual inflation of 4.9%, real yields are left at -4.7%. Real yields are now NEGATIVE for 69 consecutive mths..

    42 replies 199 retweets 675 likes
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  19. Feb 4

    10y risk over Germany spread has jumped to the highest level since 2020 in recent bond selloff. 10y Austria bond yields now at 0.5% while German 10y bonds yield 0.2%.

    1 reply 25 retweets 123 likes
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  20. Feb 4

    Good Morning from , where citizens also hoard a lot of money in their accounts that is not protected from . Retail deposits have even increased more than in since 2003. Inflation in Austria has just jumped >5% & hit the highest level since 1984.

    34 replies 97 retweets 370 likes
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