Anything going on in france this summer?

Strongest expansion in French services activity since May 2022

Yeah adjusted for the Olympics in france then how did we do?

Eurozone economy grows at fastest pace in three months

No doubt. Cutting incoming. All data point that direction.

US production falls for first time in seven months

Its not just Germany. Its got nothing with the current German government to do. Its a decade+ of mismanagement that has left Germany in the ditch. And the current EU energy politics is not making things better.

German manufacturing recession deepens in August

But we all got poorer anyway (:

Spanish inflation down from 2.8% to 2.2% in August

Lagarde still talks about the uptick in Europe ((:

Germany CPI North Rhine Westphalia (M/M) Aug: -0.1% (prev 0.3%)

Just ordered a mercedes EQE SUV. Its made in Germany I believe. Need to keep the wheels turning again.

German Consumer Climate: Significant Setback

German consimers are in a depression. And I can understand why. I am fortunate enough to travel through Germany a few times a month on my journey from Paris to CPH. Prices are through the roof on almost everything. Gasoline is expensive. Germans ...

German Consumer Climate: Significant Setback

Soon markets will find out that FED is cutting because things are in the wrong ditection. I am shorting these news. We will see.

Powell: Review and Outlook

Indeed get it going. Cuts is the only way forward. Inflation somewhat under control but spending suffering.

ECB's Centeno: September is `easy' decision

Here comes the cuts. Very dovish so far.

Powell: Review and Outlook

800K down is a major cut. May not be enough to 50bps cut but its a given that lower rates ate incoming. Its just a matter of size and speed.

New data shows US job growth has been far weaker than initially reported

Its America. Everybody has a dream (:

US non-farm payrolls benchmark revisions -818K

Why would it? It supports the FED pivot on the basis of the other mandate, full employment.

New data shows US job growth has been far weaker than initially reported

who the hell keep track of such nonsense. People better start to realize that everybody opening their mouth is talking their own book. Look at the numbers and make your own opinion or look at the chart. As much as I wanted to I dont move the markets ...

Who Is in the US Recession Camp Now?

And honestly, invstors should learn (the hard way) that investing comes with a risk. Thats why they make a risk premium compared to risk free money placement. Problem is that people think Tech and BTC is the holy grail. Its not. Happy I didnt buy ...

Traders price a 60% chance of a 25bps fed rate cut within one week

Not gonna happen. Would be a major surprise. And if FED would go that way it would only confirm that the economy stinks even worse than expected.

Traders price a 60% chance of a 25bps fed rate cut within one week

But thats jjust not true is it? how about all the bail out's in the financial sector? We should have let them go bust but the public paid for their many failures. And since the public licks the bill up every time they keep repeting.

Why Markets Got U.S. Payrolls Wrong

Institutions arguing other got ir wrong only try to talk their iwn book. Its been in the numbers for a long long time with morecand more part times etc.

Why Markets Got U.S. Payrolls Wrong

Trying to talk the markets.

Fed's Goolsbee: We'd never want to overreact to one month's data