Schön: sogar Wall street fällt auf, dass Leute Jobs brauchen damit sie Sachen kaufen können
[Unhedged] The report that rattled Wall Street #unhedged
podcastaddict.com/unhedged/epi... via @PodcastAddict
[Unhedged] What are the hedge funds shorting? #unhedged
podcastaddict.com/unhedged/epi... via @PodcastAddict
#Japanese and #Eurozone investors have strong incentive not to hedge USD exposure — otherwise they lose 2–3% annually.
→ This explains persistent capital flows into USD assets #unhedged, supporting the #dollar.
3 Bloomberg: Starting around mid-year, and for the first time this decade, flows into #dollar-hedged #exchange-traded #funds that buy #US #assets have outpaced those into #unhedged #funds, according to Deutsche Bank, which said the shift occurred at an unprecedented clip. 🧵
@katie0martin.ft.com does this count as an #unhedged doomer sign?
Fantastic episode of #unhedged by @katie0martin.ft.com
podcasts.apple.com/gb/podcast/u...
I, for one, would love a deep dive into ETFs with @robinwigglesworth.ft.com
From now on: #unhedged.
@katie0martin.ft.com @robarmstrong.bsky.social A little too much 🫏💩 talk this morning during my workout.
#Unhedged
open.spotify.com/episode/0OWG...
“A moron risk premium”.
I laughed out loud.
Thanks @robarmstrong.bsky.social @katie0martin.ft.com. #unhedged