Teis Knuthsen
@TeisKnuthsen
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CIO, Financial Investments at Kirk Kapital. Global macro nerd and TAA fan.
[email protected] +45 31139452
Joined October 2012
The big cycle in interest rates: 40 years up, 40 years down.
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One reason why industry has been at odds with consumer speding is a very significant inventory drawdown. If growth doesn't slow now, then not only will production pick up, but so will inventories.
A really important chart illustrating how companies globally were winding down their inventories in Q2 at a rate not seen since the global financial crisis as demand weakens. Clearly disinflationary. Read more at.
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Will stock markets yield to bonds again, as in February? Hop topic this summer!
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Something has changed: US economic surprises - measuring the momentum of economic outcomes agains forecasts - have risen to new highs.
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What needs to happen for Western companies to stop having commerciel relationships with Russia? Does bombing pizza restaurants and killing children count? Can you be an SFDR Article 9 fund and include such companies?
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Perhaps our relationship with money has changed, but the 6% y/y drop in M1 - the biggest on record - would normally suggest that a recession was approaching.
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Forsvind, havvind, og sundhed. Læg det hele sammen og både renter og inflation vil stige i de kommende årtier. Ny kommentar i @borsendk:
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The Swedish krona is now extremely undervalued vs. $ and €. We should all pile into Swedish assets here, but what to buy? Hit me!
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Perhaps somewhat obvious, but still an important statement from @bankofengland's Bailey and Pill: "We are no longer following our models". Applies to other central banks as well. Now we just need to weed out the r* nonsense! Ping @KennethPraefke .
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Nvidia revenue, light blue is the company's guidance, amazing! You never pay enough for tech-winners!
Nvidia revenue outlook confirms AI bonanza $NVDA via @saxobank.
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Hvis inflationen ikke kommer ned, så gør renterne det nok heller ikke.
#Inflation Jeg er blevet interviewet til Berlingske om løn og inflation. Her forklarer jeg vores holdning om, at de kommende lønstigninger i Danmark på ca. 10% over 2023-24 ikke er foreneligt med en stabil, lav inflation på længere sigt.
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Inflationen kom som forventet - og den kommer ikke ned igen. Ny kommentar i @berlingske @ThomasBerntH: .
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RT @rowancheung: ChatGPT has changed the world. It does lack in some areas, but my favorite use case is leveraging it to teach me things t….
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Record high container traffic at still lower prices: global supply chain pressures are a thing of the past.
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Bonds are back. There is once more decent yield to be had in European credit bonds.
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Fat and flat. Global equities, measured in EUR, haven't really been going anywhere for the past year. NB: Chart includes dividends.
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European equities are (almost) back at the 2021 high, a remarkable performance, all things considered. Was October the trough for global equities?
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