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Furkan Yildirim asked why Wall Street professionals are currently preparing for a potential severe stock market crash, in his view, even though the S&P 500 is just below its record. He cited data such as the Skew Index and pointed out that hedge funds are positioned defensively according to Goldman Sachs as they have been for years. In six weeks, S&P 500 futures worth $63.7 billion have been sold; at the same time, there are record bets on falling prices for small US stocks. There is particular demand for protection against extreme cases. Yildirim announced a macro deep dive with 20 charts from Goldman Sachs, BofA, Deutsche Bank, and TS Lombard. In it, he wants to address market positioning, possible parallels to 1987, 1994, 2000, or 2023, three scenarios weighted by him, and possible consequences for gold and Bitcoin. He asked whether he should record the video on the same day. #Marktanalyse #Investment #Wirtschaft (translated)

Arno Wellens wrote that the unrest in the financial markets was increasing and warned that governments, according to him, would soon and significantly cut back, including on social services. He stated that there was no other way out. https://t.co/9mcGWOgNkC #financiën #economie #markten (translated)

Donald Trump has reached an unexpected agreement with Vladimir Putin regarding the delivery of large quantities of Russian diesel to the American and global markets, which has led to outrage from Ukrainian President Volodymyr Zelensky, who called it a weak decision. #Trump #Poutine #Ukraine (translated)

Shein is experiencing a drastic decline in revenue due to new import tariffs and its ultra-fast fashion concept, while Uniqlo is reporting record profits and increasingly positioning itself in Western markets through a more steady product approach. #Shein #Uniqlo #fastfashion (translated)

The 27 EU member states have reached a compromise on the establishment of a European super regulator for financial markets, but Germany has managed to negotiate a significant exception that excludes the Frankfurt stock exchange from supervision. #MarchésFinanciers #UnionEuropéenne #RégulationBoursière (translated)

The real estate industry continues to face challenging conditions, while Expo Real 2026 is characterized by disillusionment and hopes for a slow recovery, and companies increasingly need to adapt to the difficult situation. #Immobilienkrise #ExpoReal #Marktentwicklung (translated)

European stock exchanges show a recovery after a difficult Thursday, encouraged by a drop in oil prices and clarifications regarding the revenue expectations of OpenAI, while Asian markets remain mixed due to uncertainties in the oil and AI sectors. #Bourse #Pétrole #IntelligenceArtificielle (translated)

Emanuel Boeminghaus wrote that Porsche delivered 178,532 vehicles worldwide in the first nine months of 2026, 16 percent less than in the same period the previous year with 212,509. In China, sales fell by 33 percent to 21,493 vehicles. Porsche is now losing ground in all markets, he explained. Deliveries of the Taycan fell by 31 percent to 8,699, and the Panamera dropped by about a third to 13,781. The 911, on the other hand, increased by twelve percent. According to Boeminghaus, Porsche is responding with a realignment towards fewer models and higher sales prices. The ongoing sales losses are increasing economic adjustment pressure and uncertainty about the future of the company and its employees, he wrote. He cited Handelsblatt as the source. https://t.co/0VvHt1JNL0 #Porsche #Absatzkrise #Automobilindustrie (translated)

Mike Pyle, a top investor at BlackRock and former economic security advisor, states that the ongoing talks between Trump and Xi are providing calm in the financial markets, despite the persistent geopolitical tensions and competition between the U.S. and China. #FinanciëleMarkten #Geopolitiek #BlackRock (translated)

The Authority for the Financial Markets (AFM) has observed a significant increase in misleading investment information on social media and points to the role of 'finfluencers' who give prohibited investment advice while claiming not to provide advice themselves and sharing their own strategies. #finfluencers #beleggen #misleidendeinformatie (translated)

Riesenknall zum Abend. McCain stoppt Milliardeninvestition in Deutschland. Heute wurde auch bekannt, dass Haribo nach fast zehn Jahren Planung den geplanten Neubau seines Werks in Neuss aufgegeben hat. #McCain #Deutschland #Industrie #Arbeitsplätze Milliardenprojekt gestoppt: McCain verfolgt die geplante neue Fabrik im niedersächsischen Mehrum vorerst nicht weiter. Bis zu eine Milliarde Euro sollten investiert und bis zu 650 neue Arbeitsplätze geschaffen werden. Kosten deutlich gestiegen: McCain nennt die aktuellen Marktbedingungen in Europa, erheblich gestiegene Projektkosten durch Inflation, Überkapazitäten bei verarbeiteten Kartoffelprodukten und eine schwächere Nachfrage in wichtigen Märkten als Gründe für die Entscheidung. Für den Standort Mehrum ist der vorläufige Stopp ein erheblicher Rückschlag für die geplante industrielle Ansiedlung. Vielen Dank für diesen wichtigen Hinweis! Quelle: t online und dpa https://t.co/VRPwEMAIw3 #Industrie #Deutschland #Arbeitsplätze

Laut dem Allianz Global Wealth Report wächst das Geldvermögen der Österreicher seit 2019 inflation bereinigt um 1,4 Prozent, während die globale Steigerung bei 23 Prozent liegt, und die Abhängigkeit von KI-getriebenen Märkten macht Haushaltsvermögen anfälliger für wirtschaftliche Korrekturen. #Vermögensreport #Inflation #Österreich

Ingenieursbureau Arcadis heeft aangekondigd ongeveer 1000 banen te schrappen en zijn architectuuractiviteiten en activiteiten in China af te stoten als onderdeel van een strategie om zich te richten op markten met de grootste vraag. #Arcadis #banenschrapping #duurzaamheidsstrategie

Het artikel bespreekt de onmogelijkheid om te speculeren op financiële markten in het licht van de bedreigingen van misaligned superintelligentie, waarbij de zorgen over de gevaarlijke gevolgen van geavanceerde AI toenemen. #KunstmatigeIntelligentie #EconomischeRisico's #InternationalePolitiek

Die deutsche Start-up-Szene verzeichnet einen Rekord an Unicorns und einem Rekordhoch an Wagniskapitalinvestitionen, getrieben durch den Boom in Künstlicher Intelligenz und der Rüstungsbranche, trotz bestehender Herausforderungen bei der Finanzierung und dem Zugang zu US-Märkten. #Startups #KünstlicheIntelligenz #Rüstung