Karl Just

Bad news are good news

„Tight Financial conditions“

Austrian oil company OMV planning to cut a twelfth of worldwide staff - Kurier Austrian oil, gas and chemicals group OMV plans to cut 2,000 of its 23,000 worldwide staff, the Kurier newspaper reported on Thursday evening.

Austrian oil company OMV planning to cut a twelfth of worldwide staff - Kurier reut.rs/4oYNQai

Take a look at Austria 😉

How do you make poor people feel wealthy when wages are stagnant? You give them cheap loans.

A solid response that is…

Apollo’s Fox Hedge Is Taking Financial Wizardry to a New Level Private capital firms are going to remarkable lengths to squeeze out more returns for their regulated insurance companies.

Fascinating. Has the feel of a seminal new deal type >>
Private-capital giant Apollo and finance firm ACS have devised a remarkably complicated fund that is finding creative ways to put insurance capital to work www.bloomberg.com/news/article...

The Treasury market’s sudden remarkable tranquility on.ft.com/3UvyXhJ

When do you read all of these books? 😂

Has there ever been a bigger bubble than the 2022 NFT bubble? This is Google Trends graph. Blimey.

Goldman Economists Say US Consumers Will Suffer Most From Tariff Effects 🇺🇸

Heiner Flassbeck: We don't need competitiveness, we need sound economic policy in the #EU; with 450mio people, the continent can grow on its own. #Germany is not #export-oriented, but #surplus-fixated; we are mercantilists! www.youtube.com/watch?v=fLYe...

Undershooting inflation target, weak economic growth, and a strong Euro…

#Germany has fallen from a phase of #stagnation into the longest #recession in German history - There are, believe it or not, 8 quarters until the 2Q2024 in which there is no growth in #Germany, with 2 zeroes and 6 negative rates, chart Heiner Flassbeck www.relevante-oekonomik.com/2025/08/04/b...

Nothing can stop this train 🚂

These are the top replies, being financially rewarded for posting this stuff, and the explanation offered by the site’s own AI for why it’s like that.

Anyway just flicking through the Sunday newspapers reading about some minor content infractions that Ofcom might look into at the BBC/Channel 4.

He won’t get FED president 🤣

Na servas….

Exit Liquidity… they also sold MBS to clients before 2008

Trump will need someone with a good head for numbers, a can-do attitude, spreadsheet skills and relaxed attitude to factual accuracy at the BLS.

GARCH Modelling on Friday night.

Front End under fire currently #hot

🤯 long duration to hedge credit spread widening

odds of a Fed cut in Sep yesterday was about 37%. After today’s payroll numbers, odds just ticked up to 72%! #NFP

And 76,000 of this jobs were added in the sector “Education & Health Services”. Manufacturing was -11,000

Yeah, data is so noisy and policy so erratic. Credit is sweet spot from a vol ret perspective

NFP very ugly. Both actual and revised data 📉

Most electricity in the Netherlands now comes from renewables.

This is today's @ourworldindata.org Data Insight from my colleague @simonvanteutem.bsky.social.

All our Data Insights are here: ourworldindata.org/data-insights

Austria’s nature is great!