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04.11.26 - 22:57
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Crude Crashes As Blue-nami Sparks Market Chaos; Bullion, Bitcoin, & Bonds Bid (ZeroHedge)
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Crude Crashes As Blue-nami Sparks Market Chaos; Bullion, Bitcoin, & Bonds Bid
Tl;dr: One word supports much of today's equity exuberance: "hedged" as the 'priced in' anxiety over a blue wave came to pass and so protection was unwound, slamming vols, and driving up stocks from ugly (data-centers/AI CapEx is dead) overnight lows (though we might add the word "rotation" to today's narrative). Tangential to this, oil priced plummeted as traders interpreted some penance from The White House as meaning a sooner end (less escalation) to the Iran War. That punched bond yields lower (despite solid macro as BEs plummeted) which dragged down the dollar, supporting gold and crypto (despite the latter now in the crosshairs).Hedges were shredded...Meanwhile, you cannot make this shit up.. from Trump!First things first though, the question everyone has asked all day...Why the rebound?The goal-seeking for a bullish narrative was strong among the sell-side analysts today. Here's a ...
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04.11.26 - 17:42
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US-Anleihen: Kursgewinne nach US-Zwischenwahlen (DPA-AFX)
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NEW YORK (dpa-AFX) - Nach den Zwischenwahlen in den USA haben die Kurse von US-Anleihen am Mittwoch zugelegt. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) stieg um 0,23 Prozent auf 106,73 Punkte. Die Rendite der zehnjährigen Anleihe ......
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04.11.26 - 17:06
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Deutsche Anleihen: Kursgewinne nach US-Zwischenwahl (DPA-AFX)
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FRANKFURT (dpa-AFX) - Die Kurse deutscher Staatsanleihen haben am Mittwoch nach den Zwischenwahlen in den USA zugelegt. Der richtungweisende Euro-Bund-Future stieg um 0,21 Prozent auf 122,64 Punkte. Die Rendite der zehnjährigen Bundesanleihe fiel auf ......
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04.11.26 - 15:06
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UK interest rates increase expected after services sector activity accelerates (The Guardian)
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Purchasing manager's index at eight-month high, bolstered by spending on AI as firms regain momentum since start of Iran warBusiness live – latest updatesThe Bank of England is expected to raise interest rates on Thursday after a closely watched survey showed growth across the UK's services sector leapt last month to an eight-month high, bolstered by spending on artificial intelligence.S&P Global's survey of the services sector in October showed businesses regained much of the momentum they lost after the start of the Iran war, but also felt the impact of a renewed spurt of input price inflation, which accelerated to a five-month high. Continue reading......
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04.11.26 - 14:54
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Treasury Revamps Debt-Sale Guidance, Holds Auctions Steady (Bloomberg)
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The US Treasury revamped the guidance on sales of notes and bonds it has used since early 2024, with new language in the so-called quarterly refunding announcement that may open the door to cuts in the issuance of the longest-dated debt in 2027. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)...
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