adel, Author at GrowthRater

adel

Author Archives: adel

August US jobs report fiddled – again!

Okay, I get these monthly non-farm payroll guesstimates are meant to manipulate rather than illuminate markets, but the hysterical headlines by many supposedly reputable legacy news platform got me wondering whether they had suddenly discovered satire. “Wow, wow, wow! … We’re cooking in grease on this report.” CNBC’s Santelli reported, while the Wall Street Joural […]

“Volkswagen stock jumps following extensive corporate downscaling strategy” – this is what managed decline looks like

Well, the German government was warned, but clearly refused to heed this, with VW now confirming a further 50,000 of job losses. Unsurprisingly, the immediate reaction of stock markets was to mark up the share price by +5% albeit that still leaves them down -19% in just the last 12 months, against the DAX index […]

Donny 2 scoops and the fugazzi

Okay, maybe we get the plan, nurse the US economy and restore domestic manufacturing, while hopefully retaining control of Congress in the forthcominhg mid-terms, but then what, because what we have got so far is just a load of ‘fugazzi’ from a NY real estate developer? GDP is up a little, but less than the […]

High stakes poker

Does anyone not yet understand that the game advertised and sold to voters/investors was never the real one being played? Sure, Trump may favour a return to fiscally responsible governance, but his lack of action here, much to the consternation of some in the MAGA camp, is because he has much bigger fish to fry […]

So much for fiscal probity!

For currency markets and bond vigilantes, Trump is proving to be a great disappointment, particularly against the initial high hopes of a return to honest financing following the election rhetoric and the early progress on DOGE by Elon Musk. The initial rally in the USD has now reversed as Trump’s bloated “One Big Beautiful Bill […]

Played again?

Are we being played, yet again? Markets have been suggesting as much since the start of the year, with gold soaring, the USD wilting and US treasury yields edging higher. The penny seems to have dropped even for Elon Musk as Congress tries to push its pork filled funding bill while failing to incorporate any […]

Has deepseek been secretly using nvidia h100 chips?

So what is the real story and reason behind NVIDIA’s stock being hammered over the last couple of days. Ostensibly, it is being presented that a small AI start-up in China (DeepSeek) has single handedly undermined the entire US AI industry by training its AI model for a mere $6m using old Nvidia 800 chips. […]

Follow the money

Back in August of last year I highlighted the seemingly incongruous activity of corporate treasurers who had been raising record levels of new debt from bond issuances, notwithstanding the prevailing market ‘wisdom’ and recomendations that interest rates could only fall from those prevailing levels. Well, with long end bond maturies rising, including an approx +50bps […]

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