π’πΊπΈ#oil #energy #stock #us #divergence
strong divergence between oil price and US oil stocks
oil = +14% YTD
oil stocks = +68% YTD
strong divergence between oil price and US oil stocks
oil = +14% YTD
oil stocks = +68% YTD
β’οΈ #uranium #nuclear #opinion
BBG: uranium prices could rise sharply if the US gives up on Russian uranium
βββββββββ-
early: US is looking for a replacement for Russian uranium
early: energy crisis triggered by the war in Ukraine has renewed interest in nuclear power
#energy #crisis
BBG: uranium prices could rise sharply if the US gives up on Russian uranium
βββββββββ-
early: US is looking for a replacement for Russian uranium
early: energy crisis triggered by the war in Ukraine has renewed interest in nuclear power
#energy #crisis
πͺ¨πͺπΊ #coal #europe #esg
the price and demand for coal is rising due to the energy crisis in Europe, but Western coal producers can't get loans (from Western banks) to expand its production because of ESG principles. Instead, they are raising money via public markets, pre-sale finance, trading houses, private equity firms and investment funds - RTRS
#energy #crisis
the price and demand for coal is rising due to the energy crisis in Europe, but Western coal producers can't get loans (from Western banks) to expand its production because of ESG principles. Instead, they are raising money via public markets, pre-sale finance, trading houses, private equity firms and investment funds - RTRS
#energy #crisis
β οΈπ¬π§#uk #energy #crisis #electricity
UK - Electricity prices rose significantly in November
UK - Electricity prices rose significantly in November
β οΈπ#markets #world #flow #stats
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$0.529B (ex. -$39.1B last week)
US STOCKS = outflow = -$5.41B #us
βοΈEUROPE STOCKS = inflow = +$0.46B #europe
ASIA STOCKS = inflow = +$1.66B #asia
EM STOCKS = outflow = -$0.344B #em
EM BONDS = outflow = -$0.097B
WORLD CASH = inflow = +$14.8B #cash
STATE BONDS = inflow = +$0.814B #bonds
PRECIOUS METAL = inflow = +$0.33B
ENERGY = outflow = -$0.247B #energy
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$0.529B (ex. -$39.1B last week)
US STOCKS = outflow = -$5.41B #us
βοΈEUROPE STOCKS = inflow = +$0.46B #europe
ASIA STOCKS = inflow = +$1.66B #asia
EM STOCKS = outflow = -$0.344B #em
EM BONDS = outflow = -$0.097B
WORLD CASH = inflow = +$14.8B #cash
STATE BONDS = inflow = +$0.814B #bonds
PRECIOUS METAL = inflow = +$0.33B
ENERGY = outflow = -$0.247B #energy
β οΈπ #markets #flow #stats
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$1.85B #stocks
US STOCKS = outflow = -$3.5B #us
ASIA STOCKS = outflow = -$0.31B #asia
STATE BONDS WORLD = inflow = +$2.62B = the lowest inflow over the last 7 weeks #bonds
WORLD CASH = outflow = -$13.3B = the strongest outflow over the last 8 weeks #cash
ENERGY WORLD = inflow = +$0.034B = the lowest inflow over the last 3 weeks #energy
PRECIOUS METAL = inflow = +$0.002B #gold
EM STOCKS = inflow = +$1.92B #em
EM BONDS = outflow = -$1.44B #bonds
Lipper - weekly financial flows:
WORLD STOCKS = outflow = -$1.85B #stocks
US STOCKS = outflow = -$3.5B #us
ASIA STOCKS = outflow = -$0.31B #asia
STATE BONDS WORLD = inflow = +$2.62B = the lowest inflow over the last 7 weeks #bonds
WORLD CASH = outflow = -$13.3B = the strongest outflow over the last 8 weeks #cash
ENERGY WORLD = inflow = +$0.034B = the lowest inflow over the last 3 weeks #energy
PRECIOUS METAL = inflow = +$0.002B #gold
EM STOCKS = inflow = +$1.92B #em
EM BONDS = outflow = -$1.44B #bonds
πΊπΈ#budget #us
The White House has released a draft budget for fiscal year 2024. It projects total outlays of $6.883T and total revenues of $5.036T
Biden budget would cut deficit by $3T over next decade
In the budget, US debt to rise from 97% of GDP in 2022 to 109.8% in 2033 #debt
The budget also boosts military spending to more than $835B #military
β οΈhiking the corporate tax rate to 28%, up from 21% #tax #business
β οΈabolition of tax privileges for energy companies #energy
β οΈraise the minimum tax on the rich to 25%
β οΈstock buybacks tax to rise from 1% to 4% #buyback
β οΈthe budget will propose tax changes on crypto to eliminate wash trading #crypto
The White House has released a draft budget for fiscal year 2024. It projects total outlays of $6.883T and total revenues of $5.036T
Biden budget would cut deficit by $3T over next decade
In the budget, US debt to rise from 97% of GDP in 2022 to 109.8% in 2033 #debt
The budget also boosts military spending to more than $835B #military
β οΈhiking the corporate tax rate to 28%, up from 21% #tax #business
β οΈabolition of tax privileges for energy companies #energy
β οΈraise the minimum tax on the rich to 25%
β οΈstock buybacks tax to rise from 1% to 4% #buyback
β οΈthe budget will propose tax changes on crypto to eliminate wash trading #crypto
π¨π³πͺπΊ#europe #china #energy #macro
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. β FT
#metals #renewable #polysilicon
having dealt with the finishing of its dependence on Russia's oil and gas, EU now wants to end its dependence on Chinese supplies of minerals such as lithium, cobalt and etc. β FT
#metals #renewable #polysilicon
πΊπΈ#dividends #metals #energy
dividend yield of metallurgical and energy companies = max since 1980s
dividend yield of metallurgical and energy companies = max since 1980s