Discover and read the best of Twitter Threads about #omxs30

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Vad hĂ€nder i SBB? đŸ§”

I takt med att lÄnerÀntorna blivit dyrare har SBB:s finansiella situation blivit alltmer prekÀr. SBB har sÄlt en stor mÀngd fastigheter i syfte att Äterbetala befintliga lÄn i takt med att de förfaller. Samtidigt har bolaget fortsatt betala stora utdelningar
trots en allt starkare kör att det gĂ„r emot all ekonomisk logik. MĂ„nga tyckare har ropat efter instĂ€llda utdelningar för att förbĂ€ttra bolagets likviditet och soliditet. Men styrelsen och VD har upprepat att bolagets finanser alltjĂ€mt Ă€r ”starka”.
IgĂ„r meddelande sĂ„ kreditvĂ€rderingsinstitutet S&P att SBB:s obligationer förlorar sin status som ”Investment Grade” (BBB-) och sĂ€nks till ”Junkbonds” (BB+). Varför spelar detta roll? Jo, av tvĂ„ skĂ€l. Det ena Ă€r att mĂ„nga institutionella investerare (t.ex. pensionsfonder)
Read 19 tweets
As you all know #deflation has been my theme for some time. It is obvious looking at charts like #Copper and #Oil. Here is #Oil. Ending Diagonal which will send Oil <23 USD during 2019/2020. This has been my call since top in 2018. It is >70% drop --> deflationary #HZupdates
#Copper shows same picture. #Deflation is coming. We are in wave 5 of C in expanding diagonal. Current bounce is wave 2 - will rally slightly higher - before major drop. I imagine this is what Powell starts getting indications on #HZupdates
Notice 2008 Q1-Q3 - during last deflationary phase. Fed had been tightening up to Sept. 2007 - and started lowering rates. BUT damage had been done to economy. World rolled over and #deflation /disinflation. It was from Q1-Q3 2008. #Copper plunged. Same situation now! #HZupdates
Read 22 tweets

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