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Kai
@MacroTechnicals
, 4 tweets, 2 min read Read on Twitter
GERMANY BUSINESS CONFIDENCE IFO 1/4

• Expectations 94.2 (95.2) re-weakening
• Climate 97.4 (97.9) dropped to new multi year low
• IFO will lead German ESI lower
2/4 Germany IFO vs GDP

• quarterly chart with manual last month update
• looks like GDP will go into recession, hence ECB will help
3/4 IFO vs DAX

• IFO trend is still clearly down
• DAX divergence
4/4 IFO vs BUNDS

• Germany Business confidence is still deteriorating (Global PMI, export champ, tariff...)
• disinflationary trend
• front running ECB QE/rate cuts
• flight to ultimate save haven
• Bunds yields yoy bp
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More from @MacroTechnicals see all

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Kai
@MacroTechnicals
MT GLOBAL MARKETS Momentum Weekly recap wk26 as of 28Jun19 - PFLUGPOST thread 1/n

• mixed week, but EoM EoQ EoHY reshuffling, window dressing RiskOn momentum continues overall as Creditspreads tighter, US stocks breadth better, Vola below avg and big hope priced in for FED cuts
2/n Global Markets performance MoM June 2019

• ~90% of global stocks green
• all US sectors green
• US$ retreated (ahead of FED cuts)
• Govt bonds soared in disinflation
• Credits tighter
• weak US$ helped commodities
3/n Global Markets YTD

• Global Risk rallied on verbal global dovish central banks
• Global bonds rallied on global slowdown
Read 18 tweets
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Kai
@MacroTechnicals
MT GLOBAL MARKETS Momentum Weekly recap wk24 as of 14Jun19 - PFLUGPOST thread 1/n

• RISK ON continues
• Markets on fire with FED to cut in July, no Iran war, Trump to meet XI at G20 hope
• Creditspreads tighter, stocks rallied...
• YET: Gold up, Bonds up, Biz conf down
2/n update Global Markets overview as of wk24 YTD
3/n update Global Markets performance as of wk24 wk/mth/YTD/YoY
Read 28 tweets
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Kai
@MacroTechnicals
good evening.back in London.
In Germany I walked by a Postbank branch with a "Wohnatlas" (Real Estate map)... which made me do this tweet.

charts:
1) current avg EUR/sqm from green (low) to red
2) expected yields red (negative) to green
3) Unemployment rates
4) EU elections
here the poster of the Real Estate Map “Wohnatlas” in the window of the Postbank branch
pretty obvious correlation between high unemployment, AfD voters, lowest real estate prices and negative expected price growth rates.
Read 3 tweets

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Sadly, the covert and slo-mo war against #German women is also being waged by way of encouraging women to ride bicycles amid dangerous road #traffic. Today, the #SüddeutscheZeitung published data according to which in 2018 alone, six premenopausal #women died in #Germany as a ..
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Millennial Macro
@MillennialMacro
#demographics #militaries #economies #currencies
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#USA
Top trade partners as of 30 June 2018:
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The next 10 years could result in the below:
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