Karl Just
@just-karlj.bsky.social
Credit PM, Economist, Quant, Trader
How do you make poor people feel wealthy when wages are stagnant? You give them cheap loans.
How do you make poor people feel wealthy when wages are stagnant? You give them cheap loans.
Bad news are good news
Wall Street indexes rise as data keeps rate cut views intact reut.rs/45NnBfx
Wall Street indexes rise as data keeps rate cut views intact
The three major U.S. stock indexes were higher on Thursday as labor market data did not change expectations for an interest rate cut by the Federal Reserve this month.
reut.rs
September 4, 2025 at 8:58 PM
Bad news are good news
„Tight Financial conditions“
Lumen Technologies Prices $425 Mln 7.000% First Lien Notes Due 2034; Proceeds To Redeem $373 Mln 10.750% Notes Due 2030
September 4, 2025 at 8:54 PM
„Tight Financial conditions“
Reposted by Karl Just
Austrian oil company OMV planning to cut a twelfth of worldwide staff - Kurier reut.rs/4oYNQai
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.
reut.rs
September 4, 2025 at 8:30 PM
Austrian oil company OMV planning to cut a twelfth of worldwide staff - Kurier reut.rs/4oYNQai
How do you make poor people feel wealthy when wages are stagnant? You give them cheap loans.
August 24, 2025 at 8:26 PM
How do you make poor people feel wealthy when wages are stagnant? You give them cheap loans.
A solid response that is…
August 19, 2025 at 9:36 AM
A solid response that is…
Reposted by Karl Just
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...
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...
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.
www.bloomberg.com
August 18, 2025 at 8:54 AM
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...
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...
Reposted by Karl Just
The Treasury market’s sudden remarkable tranquility on.ft.com/3UvyXhJ
August 16, 2025 at 8:35 AM
The Treasury market’s sudden remarkable tranquility on.ft.com/3UvyXhJ
Reposted by Karl Just
Has there ever been a bigger bubble than the 2022 NFT bubble? This is Google Trends graph. Blimey.
August 11, 2025 at 2:25 PM
Has there ever been a bigger bubble than the 2022 NFT bubble? This is Google Trends graph. Blimey.
Reposted by Karl Just
Goldman Economists Say US Consumers Will Suffer Most From Tariff Effects 🇺🇸
August 11, 2025 at 7:48 AM
Goldman Economists Say US Consumers Will Suffer Most From Tariff Effects 🇺🇸
Reposted by Karl Just
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...
August 7, 2025 at 6:24 AM
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…
ECB's Holzmann States There Is No Reason To Reduce Interest Rates Again 🇪🇺
August 6, 2025 at 4:28 AM
Undershooting inflation target, weak economic growth, and a strong Euro…
Reposted by Karl Just
#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...
August 5, 2025 at 8:09 AM
#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 🚂
*S&P 500 RISES 0.7% AT THE OPEN, NASDAQ UP 1%
August 4, 2025 at 1:39 PM
Nothing can stop this train 🚂
Reposted by Karl Just
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.
Anyway just flicking through the Sunday newspapers reading about some minor content infractions that Ofcom might look into at the BBC/Channel 4.
August 3, 2025 at 6:34 AM
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.
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 🤣
ATLANTA FED PRESIDENT BOSTIC: RISK TO INFLATION MUCH GREATER THAN RISK TO EMPLOYMENT
August 2, 2025 at 1:11 PM
He won’t get FED president 🤣
Exit Liquidity… they also sold MBS to clients before 2008
GOLDMAN SACHS ADVISED CLIENTS TO BUY COPPER A DAY BEFORE PRICE DROPPED
August 1, 2025 at 8:20 PM
Exit Liquidity… they also sold MBS to clients before 2008
Reposted by Karl Just
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.
August 1, 2025 at 7:45 PM
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.
August 1, 2025 at 5:19 PM
GARCH Modelling on Friday night.
And 76,000 of this jobs were added in the sector “Education & Health Services”. Manufacturing was -11,000
When viewed in its entirety, the monthly US jobs report was weaker than expected. Specifically, ...
While the unemployment rate (4.2%) and monthly wage growth (0.3%) met consensus expectations, the economy added only 73,000 jobs, missing the forecast of some 100,000. Also, job ...
1 of 2
While the unemployment rate (4.2%) and monthly wage growth (0.3%) met consensus expectations, the economy added only 73,000 jobs, missing the forecast of some 100,000. Also, job ...
1 of 2
August 1, 2025 at 1:11 PM
And 76,000 of this jobs were added in the sector “Education & Health Services”. Manufacturing was -11,000
NFP very ugly. Both actual and revised data 📉
August 1, 2025 at 1:06 PM
NFP very ugly. Both actual and revised data 📉
Reposted by Karl Just
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
This is today's @ourworldindata.org Data Insight from my colleague @simonvanteutem.bsky.social.
All our Data Insights are here: ourworldindata.org/data-insights
August 1, 2025 at 8:30 AM
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
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!
July 31, 2025 at 6:44 PM
Austria’s nature is great!