Claudio Kummerfeld retweeted
Wäre Hans-Werner Sinn so oft im ÖRR wie Ulrike Hermann, dann wäre die Welt in Deutschland noch in Ordnung.
Werte @cdu wird der werte Herr @bundeskanzler vom MP von Singapur auch etwas über einen effizienten und schlanken Staatsapparat lernen? Wohl kaum. Ein paar schöne Bilder, irgendwas mit KI-Kooperation bla bla.
Singapur, Japan, Südkorea - @Bundeskanzler Friedrich Merz ist zu seiner bislang längsten Auslandsreise aufgebrochen. Das Ziel ist klar: mehr Handel, sichere Rohstoffe und Arbeitsplätze in Deutschland.
Wie die Gewerkschaften: @tagesschau fragt sich eher, ob Audi-Chef Verhaltensregeln einhält, anstatt zu fragen, warum Autohersteller sich von Deutschland abwenden. tagesschau.de/wirtschaft/unt…
Claudio Kummerfeld retweeted
FRENCH-GERMAN BOND SPREAD TRADE SIGNALS TIGHTENING
A large block trade reportedly positioned for a narrower spread between French and German government bonds.
The trade involved buying 6,000 French OAT futures (OATZ6) at 108.38 and selling 5,590 German Bund futures (RXZ6) at 122.20, with the positions described as duration-weighted.
Claudio Kummerfeld retweeted
Spoke with President of Finland @alexstubb and Prime Minister of Norway @jonasgahrstore following their call today with the Russian leader and as a continuation of our discussions in Oslo with representatives of America, Europe, and NATO. I am grateful for the detailed briefing and for their active support for our diplomacy and the peace efforts we are pursuing together with all our partners.
Alex and Jonas made it clear to the Russian leader that real de-escalatory steps are needed regarding our energy and infrastructure. We discussed preparations for the trilateral meeting planned for November at the team level – Ukrainian, American, and Russian. Finland and Norway, as countries that border Russia, have a particular interest in sound and reliable security arrangements. We also discussed various formats for our engagement with partners in Europe that could be useful in further supporting diplomacy, our defense, and our shared security.
There must be peace, de-escalation is needed, and Russia must stop dragging out the war. I thank everyone who stands with Ukraine!
Claudio Kummerfeld retweeted
PUTIN: WE NEED TO CONSIDER BRINGING AN END TO ONGOING CONFLICTS AND LIFTING SANCTIONS
Claudio Kummerfeld retweeted
Saudi Arabia has been exporting crude so far this month at a rate that suggests the kingdom has lifted its oil production toward the 9-10 million b/d range.
Using both the Persian Gulf and (more importantly) the Red Sea, Riyadh has boosted crude exports during the first 22 days of October to >7 million b/d, reaching pre-war levels (see @Vortexa chart below). Adding clean and dirty refined product, the export flow Oct 1-22 reaches ~8.5m b/d, slightly below pre-war levels of >9m b/d.
The crude export surge -- and the production boost -- could be part of a "use-while-you-can" strategy aimed at pumping ahead of the potential restart of the war post US midterms (or before the Houthis of Yemen damage another key oil installation -- several near misses already in recent days, including an attack that killed two contractors near a major oilfield).
Note: using Oct 1-2 as typically it takes at least five days for dark transits across the SoH to become clear.
Die @IGMetall regt sich mehr über den Trump-Auftritt des Audi-Chefs auf als über die schlechten Standortbedingungen für Autohersteller in Deutschland. Finde den Fehler.
Claudio Kummerfeld retweeted
Hans-Werner Sinn über das neue Audi-Werk in den USA:
„Hier in Europa wird’s halt nichts mehr. Die EU-Klimapolitik vertreibt natürlich die Autohersteller.
Die können jetzt nur noch E-Autos bauen.
Das können die Chinesen aber besser und die Franzosen möglicherweise auch, sodass sie ihren Ausweg in Amerika suchen.“
Claudio Kummerfeld retweeted
He further stressed the need to pursue the rights and interests of the Iranian nation and the Resistance Front by ensuring that the conditions set forth by the country’s officials for ending the war are met and by bringing the current state of “neither war nor peace” to an end.
Claudio Kummerfeld retweeted
Wir bräuchten Sinn als Bundeskanzler.
„Ein eigenes Kapitel widmet der Ökonom den politischen Fehlentwicklungen unter der Ära Merkel. Zu den Punkten Atomausstieg, Aufweichung der Hartz-IV-Reformen und Sozialpolitik zieht er eine drastische Bilanz: „Meine Politikempfehlung: 15 Jahre Merkel rückabwickeln!“ Die Energiewende, die er später auch im europäischen Kontext kritisiert, basiere auf Annahmen und Versprechen, die sich allesamt als „Humbug“ erwiesen hätten.“
welt.de/wirtschaft/plus6adf5…
Claudio Kummerfeld retweeted
„Welthistorische Dimension“ nach @schieritz:
1945 – Ende 2. Weltkrieg
1948 – Gründung Staat Israel
1962 – Kubakrise
1969 – 1. bemannte Mondlandung
1989 – Fall der Berliner Mauer
1991 – Auflösung UdSSR
2001 – Terroranschläge 9/11
2026 – Audi-CEO erklärt bei Veranstaltung von Trump eine Werksinvestition in den USA
Claudio Kummerfeld retweeted
OUCH! Brazil’s currency plunges most since 1999 after Lula’s surprise victory. ft.com/content/bffe028e-838d…
Claudio Kummerfeld retweeted
ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION
Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers.
He warns that 200+ neocloud companies could face widespread failures and consolidation.
Meanwhile, Musk says SpaceX has secured $40 billion in debt financing.
Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR.
The key takeaway: Financing constraints could accelerate consolidation across the AI infrastructure sector.
Claudio Kummerfeld retweeted
ANTHROPIC WARNS OF CATASTROPHIC AI RISKS IN IPO FILING
Anthropic devoted 94 pages—nearly a quarter of its S-1 filing—to risk factors, including potentially catastrophic incidents involving AI models.
The company warned that models can exhibit self-preserving behavior, including responses resembling blackmail, and that certain AI-related harms could create liabilities too large to insure.
Source: Anthropic S-1 Filing
Claudio Kummerfeld retweeted
BREAKING: Brazil's stock market collapses nearly -30% and the Brazilian Real loses -10% after President Lula da Silva is unexpectedly re-elected.
Brazil's stock market has lost over $200 billion of market cap today.
Claudio Kummerfeld retweeted
CHART OF THE DAY: Oil in transit rises to an all-time high, per @Vortexa data. Several factors helping: 1) rising Middle East flows (SoH plus bypasses); 2) ship-to-ship operations keeping oil aboard tankers for longer; 3) lengthier routes as importers diversify away from MEast
Claudio Kummerfeld retweeted
From the latest headlines…. Saudi Defense Minister heads to Tehran… Meeting between the Mecca Pact countries and Iran aimed at de-escalating tensions. #OOTT




















