47. Peira-Matinée: Deutsch-Russische Beziehungen nach dem Krieg - mit Ulrich Brandenburg, ehem. dt Botschafter in Moskau & @martinhaase Stream auch auf YT: https://t.co/PZfA3CE7FT // Produktion: @easylivestream https://t.co/fJBjUJFPZo
47. Matinée @[email protected]: „Dt.-russische Beziehungen nach dem Krieg“ mit Dr. Ulrich Brandenburg, ehem. dt. Botschafter in Moskau & @martinhaase, So 22.1.,11h, Café Weltgeist, Dorotheenstr. 24, Berlin Stream/Aufzeichnung: https://t.co/PZfA3CDzQl – https://t.co/HcYO8a9nS2
Professor Jeffrey Sachs causing nervous interjections by Bloomberg stenographers for daring to suggest what everyone believes to be true, that the US Govt was behind the Nord Stream sabotage. https://t.co/eNE0rGXgtL
The chart that many analysts are watching closely: the M2 money supply, or the unprecedented rise and fall of the amount of cash-like assets in the financial system. This has fairly directly correlated with the rise & fall of more speculative assets, like bitcoin.
Professional investors’ risk aversion has reached extreme levels, according to @BankofAmerica's fund manager survey. The second chart shows allocation to equities.
Commercial sentiment in Germany (ZEW) has only been worse in three other months in three decades: July & Oct '08 & Dec '92 (reunification crisis).
Recession? Yep. Just Germany? Nope. Nasty? Most likely.
https://t.co/EH7guxTKpo
ZEW current index is hardly any better than future sentiment - and it's about to get much worse. Equivalent to the nasty 2020 and 2009 recessions already. And it's just getting started, esp. given external factors (China weakness not just Russia/oil).
https://t.co/EH7guxTKpo
“If you want to re-establish a complete semiconductor supply chain in the US, you will not find it as a possible task,” Excellent this on the IMMENSE complexity of chip supply chains.
https://t.co/XjYKVm7yrL