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#Bundesbank's own description suggests that #Germany's problem is still insufficient domestic #demand and #investment, while its financial-stability framework continues to treat Govt #debt primarily through the lens of fiscal risk, chart @bundesbank https://publikationen.bundesbank.de/publikationen-en/reports-studies/monthly-reports/monthly-report-september-2026-1008246
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A global shortage of #supertankers is driving up the cost of moving oil around the world, threatening to make long-distance crude trades uneconomical, chart @markets https://www.bloomberg.com/news/articles/2026-09-19/world-running-short-of-supertankers-threatens-long-haul-oil-flow
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#AI IPO
#Antropic at $2trn isn’t far-fetched, chart @ftedit.ft.com https://www.ft.com/content/01a7b883-452c-4902-b40e-e3957de5d89e
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#energy costs and US inflation chart @FT
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🔥 Top post: #Bundesbank's own description suggests that #Germany's problem i · 4 likes + reposts
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#Bundesbank's own description suggests that #Germany's problem is still insufficient domestic #demand and #investment, while its financial-stability framework continues to treat Govt #debt primarily through the lens of fiscal risk, chart @bundesbank https://publikationen.bundes…
#business news #economics
«echo-chamber of authority»
Torsten Sløk Apollo and @BloombergTV
#FX
The #yen carry trade is one of the main potential sources of market instability, chart @FT
https://www.ft.com/content/f11485ba-39fb-422c-b0ff-5e71e1fe4f44?syn-25a6b1a6=1
Paris vis-à-vis “Double Tightening”
France's spread is an ECB problem before it is a French one
https://acemaxxanalytics.substack.com/p/paris-vis-a-vis-double-tightening
Reuters reads France's 10-year spread over Germany, now 104bp and th…
#France is also paying a higher premium than #Italy, a country that has higher debt and much lower credit ratings, chart @reuters.com
#euro
10y Govt bond yield spread #France vs #Germany - chart @reuters.com https://www.reuters.com/business/finance/why-frances-budget-problems-have-driven-its-bond-risk-premium-2012-highs-2026-09-18/
The cost of hiring one from the #PersianGulf to Asia — a benchmark route — has risen 12-fold in just a few months to a record high of $1.1 million a day.” Crossing the Strait of #Hormuz has never been more dangerous — or lucrative, chart J…
A global shortage of #supertankers is driving up the cost of moving oil around the world, threatening to make long-distance crude trades uneconomical, chart @markets https://www.bloomberg.com/news/articles/2026-09-19/world-running-short-of…
#AI IPO
#Antropic at $2trn isn’t far-fetched, chart @ftedit.ft.com https://www.ft.com/content/01a7b883-452c-4902-b40e-e3957de5d89e
#Fed Funds Rate: probability of a rate hike in Dec 2026: 94.51%, chart @AtlantaFed https://www.atlantafed.org/research-and-data/data/market-probability-tracker
#energy costs and US inflation chart @FT
Global supply chains appear to be holding up well, despite ongoing energy flow disruptions, chart @JPMorganAM
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