Tägliche Markt- und Wirtschaftskommentare

What worked during the last inflationary period?

https://seekingalpha.com/article/4356141...ent=link-0

US Firmen schaffen im Juni 4.8 Millionen Stellen. Erwartet wurden 3.23 Millionen. Ökonomisten warnen vor grossen Fehlerraten bei den Erhebungen:

https://finance.yahoo.com/news/june-jobs...27884.html

ES Future plus 1.3%

Ray Dalio on the Economy, Pandemic, China's Rise

29 Min. lang.
"Keine freien Märkte mehr".

https://www.youtube.com/watch?time_conti...e=emb_logo

Lohnt sich;

AAII Sentiment Survey:
Optimism fell to a nine-month low and is now tied for its 83rd lowest reading in the latest AAII Sentiment Survey. Plus, this week’s special question asked AAII members how their portfolio has performed during the first half of 2020 relative to their expectations at the start of the year.

https://www.aaii.com/sentimentsurvey?

Fed's Clarida says there is more the Fed can and will do

With the surge in coronavirus cases threatening the U.S. recovery, Federal Reserve Vice Chairman Richard Clarida had a message on Tuesday: the U.S. central bank is not going to sit idly, even if a double dip recession is not the base case scenario
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https://www.reuters.com/article/us-usa-f...482UF?il=0

Fed's Clarida says there is more the Fed can and will do

With the surge in coronavirus cases threatening the U.S. recovery, Federal Reserve Vice Chairman Richard Clarida had a message on Tuesday: the U.S. central bank is not going to sit idly, even if a double dip recession is not the base case scenario
...
...
https://www.reuters.com/article/us-usa-f...482UF?il=0

Great depression about 2025

https://finance.yahoo.com/video/nouriel-...57486.html

Guter Artikel
Former New York Fed President William Dudley has stated that the balance sheet might end up at $10 trillion before this recession ends.

https://seekingalpha.com/article/4356583...-liquidity

Guter Artikel
Former New York Fed President William Dudley has stated that the balance sheet might end up at $10 trillion before this recession ends.

https://seekingalpha.com/article/4356583...-liquidity

“Earnings don’t move the overall market; it’s the Federal Reserve Board… focus on the central banks and focus on the movement of liquidity… most people in the market are looking for earnings and conventional measures. It’s liquidity that moves markets.”