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Prikvačeni tweet
Equities taking a breath through sentiment boosted by liquidity but it s hard to ignore that fundamentals will deteriorate on the long run : rise of default rates coming.
#2019_nCov = only a one-off effect ? I don’t buy it. Liquidity is not a médecine .https://www.caixinglobal.com/2020-02-05/coronavirus-threatens-a-broader-wave-of-defaults-in-2020-101511777.html?rkey=4jojc%2BU9Dvsngy8ZDEibRfFL%2FE7ci4pK3RIxKqArLdyibWDxflZ17w%3D%3D&cxg=web&Sfrom=twitter …Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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What do you think will happen tonight... ? 2/2pic.twitter.com/VBBIDk4XGk
Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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Is the sell off on CSI 300 over ? 73% of the index was artificially stopped / Limited down (-10% ). Worth to note that only 4 stocks where > 0 ( all bio / pharma related ) 1/2pic.twitter.com/gvFTmNgKai
Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Etienne de MARSAC proslijedio/la je Tweet
A rather sobering
@FT editorial on the#coronavirus and de-globalization. https://www.ft.com/content/9393cb52-4435-11ea-a43a-c4b328d9061c …#economy#markets#deglobalization#china#growth#coronaviruschinapic.twitter.com/VE32Q944zn
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i want the same canteenhttps://twitter.com/fxmacro/status/1224328698872070144 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Expect a reflationary “bazooka” through a combined CCP/PBoC/FED/ECB Put. QUESTION is will it be SUFFICIENT to offset the economic impacts when it happens. END
#assetmanagement#investment#finance#economics#geopolitics#politics#researchPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
We could be wrong : markets sentiment is not deteriorating this morning but Bund and T-notes calls skew >0 + Fed cuts priced in EDs Now, the ELEPHANT that could cushion the blows and re-ignite the “reflation” narrative is clearly coming. (11/12)
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As most announcements were made in the past days, they should hold BEYOND the 13th. Already: •Hubei: Told that the closure would be extended beyond the 13th to an “appropriate extent”. •Tianjin: Businesses and schools are not to reopen until "further notice" (10/12)
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(5) Big unknowns: Following the US-China conflict, (1) will firms relocate their supply chains ? (2) which are the firms currently struggling because of lack of supply from China? (3) What impact on incoming FDI? (4) Can China still reach its trade deal commitments ? (9/12)
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So they have 10 days to turn things around, which includes: (1) Containing the virus (2) Restarting halted factories/provinces (3) Convincing expats to fly back (4) Convincing global airlines that things are OK & countries to stop restricting access to Chinese citizens (8/12)
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What will be KEY is to watch whether the authorities will regain
#confidence fast enough and start re-opening provinces right after the 13th, which is the date they have chosen. (7/12)Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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#MARKETS impact: => DEVASTATING implications on commos with effects of DEFLATION => TERM PREMIA to FLATTEN, US 30y to over-perform,#USD to shoot up & FED forced to CUT rates. Buy GOLD as real rates will fall. (6/12)pic.twitter.com/oRZz4n0zD8Ovo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
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*40 airlines in 29 countries CANCELLING flights to China (AA, BA, Delta, KLM) => CHINA is now explicitly under EMBARGO (5/12)pic.twitter.com/ziVeEtJbIi
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2- The
#ECONOMIC impacts are clearer: *Chinese businesses are CLOSING OPERATIONS (80% of 2018#GDP, 90% of exports, 21 provinces), see APPLE closing all stores *63 countries RESTRICTING entries of Chinese citizens, with Russia CLOSING its physical border (4/12)pic.twitter.com/amSP3MH8ODOvo je potencijalno osjetljiv multimedijski sadržaj. Saznajte više
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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