La gran banca acierta

Hola nofinancieros,

En el pod-newsletter de hoy: 1. África se lo explica a Europa. 2. Salarios Japoneses. 3. Tipos al 5%-6%. 4. Europa. 5. Jpm. 6. Goldman. 7. Bank of America. 8. Credit Suisse. 9. Bank Merchandising.

INTRO

LOS ALEMANES RECIBEN REPROCHES EN NAMIBIA

Joaquín @joaquinmencia

Bullish Africa

A FRANCIA SE LO EXPLICAN EN KINSHASA (REP. DEM. CONGO)

马悟空 @_Punhal_

🇫🇷 Fracaso absoluto de la gira de Macron por África. Como ya hemos indicado en esta cuenta, China es la primera civilización no-occidental que ha alcanzado un progreso relevante como para afirmarse, pero solo es la primera.

UN POCO DE MACRO

LOS SALARIOS JAPONESES MOSTRARON LA MAYOR DEMANDA DE INCREMENTOS EN 20 AÑOS.

©️redit From Ⓜ️acro to Ⓜ️icro 🇺🇦 @Credit_Junk

Shunto, the japanese wages negotiation showed the biggest increase demand of the last 20y. Charts of BofA via @johnauthers

TIMIRAOS, EL CM DE LA FED, APOYADO EN GOLDMAN DICE QUE ESTA ES LA RECESIÓN MÁS ANTICIPADA DE LA HISTORIA.

Y QUE MÁS CONSUMO DEL ESPERADO EMPUJARÁ LOS TIPOS AL 5,75%-6%. ZLOTAN PROOF.

Nick Timiraos @NickTimiraos

The next economic downturn has become the most anticipated recession in recent U.S. history. It also keeps getting postponed Goldman economists say higher-than-anticipated consumer spending this year could support a terminal Fed rate of 5.75%-6%

wsj.comWhy the Recession Is Always Six Months AwayContinued strong hiring and consumer spending are complicating Federal Reserve Chair Jerome Powell’s campaign to tame inflation.

Jim Bianco biancoresearch.eth @biancoresearch

100% of a 25 bps hike on March 22 to 4.75% to 5.00%. 21% of a 50 bps hike. 100% of a 25 bps hike on May 3 to 5.00% to 5.25%, 6% of 50 bps. 72% of a 25 bps hike on June 14, to 5.25% to 5.50% 29% of a 25 bps hike on July 26, to 5.50% to 5.75%. All are the highest ever.

EN EUROPA. ACTUAL 2,5%-3%

KKGB Kitty (Carlo Casio) @INArteCarloDoss

ECB 50 bp in March done deal 50 bp in May a distinct possibility 1y1y underperforming the 1y in this move is clear indication that policy is still not as restrictive as it should be

ALSO EN EUROPA

Breaking Market News @financialjuice

BOE'S MANN: IN COMPARISON TO RECENT INCREASES, PROPERTY PRICE DROPS ARE MINOR.

Breaking Market News @financialjuice

BOE'S MANN: I BELIEVE THE HOUSING MARKET IS IN THE PROCESS OF RECOVERING RATHER THAN CONTINUING TO FALL.

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8 de Julio. Stay tuned

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IN DIMON WE TRUST

Morning Brew ☕️ @MorningBrew

JPMorgan Chase CEO Jamie Dimon is living in the now.

WITH SOLOMON WE DANCE

Simon Ree @simon_ree

It wasn't a bad idea per se, but the strategy was botched by DJ D-Sol. Now, they're sowing confusion rather than clarity as to the way forward, stock price was punished accordingly $GS

barrons.comGoldman Weighs Retreat From Consumer Banking“We could have done a better job,” CEO David Solomon said regarding the consumer business, a key element of an effort to make earnings more consistent.

CEO DE BANK OF AMERICA

Mr. Whale @WhaleWire

Over the last few weeks, the Bank of America CEO has literally predicted all possibilities for the market…

CREDIT SUISSE PIERDE A UNO DE SUS GRANDES ACCIONISTAS

GURGAVIN @gurgavin

CREDIT SUISSE’S LARGEST SHAREHOLDER HAS SOLD ITS ENTIRE STAKE IN THE BANK $CS

¡Un placer! ¡Hasta Mañana!

Mariano Angulo Solves

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MÁS ALLÁ DEL DINERO

A.Y. Jackson III

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