Steen Jakobsen
Chief Economist & CIO
- @Steen_Jakobsen
RT @Ole_S_Hansen: Exchange-traded funds and notes tracking food #commodities continue to climb after hitting a decade low last September. E…
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Seems the February is “official’ date while November 2002 saw early warnings https://t.co/zy4KZDfpm9
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SARS epidemic hit ASIA in February 2003 and lasted six month... https://t.co/fwtjLwEvmT
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RT @FinancialTimes: China has confirmed the first cases of human-to-human transmission of the new Sars-like virus as hundreds of millions o…
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RT @ChinaDaily: Wild animals are likely to be the origin of the new #coronavirus that has caused a pneumonia outbreak in Wuhan, Hubei provi…
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RT @YuanTalks: Stocks of restaurants and airlines are getting hit for another day by the outbreaks of the SARS-like virus as investors are…
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RT @MariamYinusa: Netherland’s exports of agrifood products alone was US$90 billion in 2018. Nigeria’s crude oil exports (which accounts fo…
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RT @trevornoren: "Forward P/E for the S&P 500 at the highest level of the bull market" https://t.co/YG0H9u32KM https://t.co/NYOQedQOn6
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RT @ProfFeynman: "Mathematics is the language in which God has written the universe." -- Galileo Galilei (1564 - 1642) 🧠 https://t.co/vSeo…
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RT @petergarnry: Our equity note on the oil and gas industry as natgas went below $2 today and restructurings are on the rise... #equity
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RT @BittelJulien: Consensus is looking for 1.8% US Real GDP growth in ‘20 w/ mkt pricing close to new cycle highs. Meanwhile, my survey bas…
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RT @goal: Madness in the Turkish second tier 😲 Usakspor keeper Ersin Aydin saves a 90th min pen 💪 But he's booked for coming off his line…
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McDermott Is Said to Prepare for Bankruptcy as Soon as Next Week https://t.co/veVTYvbn5q
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RT @dylangrice: hormesis is a bioprocess where organisms gain from small doses of stress/toxin fatal in large doses fasting(calorie stress…
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RT @LukeGromen: Why is the Fed considering lending cash directly to hedge funds? Here's a little hint: In September, the Cayman Islands (…
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Interview onCNNMoney Switzerland/talking about: trade deal, TINA and REPO market .... https://t.co/DntTGgHrkT
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@AndreasSteno Global Times( China today) If the US sells its products by force, and the Chinese government buys use… https://t.co/xTboyEqmIx
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US faces pressure to increase exports - Global Times// interesting look behind phase 1 deal as seen from China - WT… https://t.co/zBAigxnMw2
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RT @4Awesometweet: Moody’s: Students have all but stopped repaying $1.6T in student loans. Total: $1.6T +200% in the last decade and +3…
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RT @opinion_joe: The modern emphasis on shareholder value has been ruinous to companies, employees and the country. Boeing is a classic exa…
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RT @Trinhnomics: GOT RICE??? 🍛🍚🍙 Thailand, #2 exporter of rice (India #1), expects volume to fall massively (India got a drought problem t…
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@rossfmcintyre When VAT was introduced in Denmark in 1967 it was a ‘temporary measure’ now its 25% :-)
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WEF-Risiken-Report: Erstmals nur grüne Themen unter den fünf größten Gefahren für die Welt https://t.co/dLt3bkod9X via @welt
- @Steen_Jakobsen
RT @Schuldensuehner: World’s 5 biggest long-term risks are all environmental for the first time ever, @wef report highlights. Group sounds…
- @Steen_Jakobsen
WEF-Risiken-Report: Erstmals nur grüne Themen unter den fünf größten Gefahren für die Welt https://t.co/9rEB9vJlEe via @welt
- @Steen_Jakobsen
RT @BChappatta: Was just on @BloombergRadio reacting to an exclusive interview with Dallas Fed's Robert Kaplan. These headlines caught my…
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RT @NatureCustom: Materials scientists found an inexpensive material, made from tungsten disulfide flakes, that helps improve the performan…
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RT @LukeGromen: "Can Central Banks fight Climate Change?" - IMF If one believes climate chg is man-made, then all CB's would have to do to…
- @Steen_Jakobsen
Biggest asset managers attacked over role in climate change // missed this one ... https://t.co/cQ8AeTF12r
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RT @jessefelder: 'Before he died last year, Bogle wrote that if index funds owned more than 50 per cent of the stock market it would not “s…
- @Steen_Jakobsen
One day when we leave ‘TINA’ behind market will wake up to a massive ‘surprise’ - US structural growth is collapsin… https://t.co/25a25f2z96
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EURCHF - trading the downside prospects | Saxo Group https://t.co/pJ49y7wFoC via @saxobank
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RT @johnjhardy: UK CPI miss - 1.4% yoy at core vs 1.7% exp 3yr low, raises odds of BoE chop later this month. $GBPUSD $EURGBP
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RT @dylangrice: “any claims about optimality or optimising are conditional on the model” https://t.co/HRMnoDkOqp simple rules of thumb out…
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RT @johnjhardy: NOK traders - don't forget to track European NatGas prices as well as Brent - already in 2017, value of NatGas exports equa…
- @Steen_Jakobsen
82 bln Repo - seems a lot of money for a Fed claiming to have this under control. Maybe REPO stands for: Reality En… https://t.co/jxXOLN2AsU
- @Steen_Jakobsen
RT @business: The New York Fed announced plans to conduct repurchase agreement operations through until at least Feb. 13 https://t.co/229Rp…
- @Steen_Jakobsen
RT @WSJmarkets: Federal Reserve officials are considering lending cash directly to hedge funds through clearinghouses to ease stress in the…
- @Steen_Jakobsen
RT @GinSecurities: Oaktree’s Marks Says Now Is Not a Good Time to Be Investing “The market’s been up for 11 years, it’s quadrupled off the…
- @Steen_Jakobsen
RT @renewableworks: Tennis player Dalila Jakupovic quits Australian Open after coughing fit in smoke-filled air. Australian public fills st…
- @Steen_Jakobsen
RT @jsmian: This will be the year Silicon Valley realizes that their problems are not isolated to SoftBank. The bear cycle will spread wide…
- @Steen_Jakobsen
RT @petergarnry: Tesla shares are experiencing the mother of all short squeezes echoing the Volkswagen short squeeze in 2007. Latest short…
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RT @AndreasSteno: Switzerland labelled a currency manipulator by the US. Well, SNB often intervenes below 1.08-1.09.. Interestingly CHF p…
- @Steen_Jakobsen
RT @YuanTalks: Chinese local govts will issue combined 483.94 bn yuan bonds this week, the highest one-week amount on record. https://t.co/…
OP 2020: The sudden arrival of stagflation rewards value over growth
Steen Jakobsen
Chief Economist & CIO
Macro Digest: The UK General Election finally agreed, Brexit not so much
Steen Jakobsen
Chief Economist & CIO
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