Chief Economist @ Alpen Privatbank AG | Husband of one, Father of two | Views are my own.
Joined May 2020
- Tweets 132
- Following 115
- Followers 50
- Likes 183
55 Photos and videos
Nicolas Michel retweeted
20 Mar 2025
It's hilarious that one of the oldest known pieces of writing is from some poor guy in the back office of a Babylonian commodities hedge fund
19 Mar 2025
*Receives wrong copper*
*Angrily chisels note for 6 hours*
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10 Oct 2022
Classic Chart! A history of government bonds crashes since 1701!
x.com/ISABELNET_SA/status/15β¦
@ISABELNET_SA
10 Oct 2022
π Returns
Global government bond markets are on course for the worst year since 1920
π isabelnet.com/?s=return
h/t @BofAML #markets #bonds #bondmarket #bund
#bondmarkets #Treasuries #assetallocation #investing
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Nicolas Michel retweeted
13 Sep 2022
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This morning many focused on this chart from the BofA Global Fund Managers Survey showing the biggest underweight in equities since 2008.
Two things:
1. the last time this survey had a similar underweight was October 2008; equities fell another 40% to their March 2009 low
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Nicolas Michel retweeted
14 Sep 2022
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Bond Market Carnage Update:
The total return of the Bloomberg Global Aggregate Index made a new low for the year today. It is now DOWN 16.93% YTD.
How stunning is this?
The S&P 500, which is having an extraordinarily bad year, is down 17.50% YTD.
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9 Sep 2022
Sentiment among investors remains very pessimistic, which often serves as a contra-indicator. Is this time different?
9 Sep 2022
By European standards with two negative GDP prints in Q1 '22 & Q2 '22 the U.S. economy is already in a recession (although not yet confirmed by NBER). Bottom in stocks near?
π
x.com/ISABELNET_SA/status/15β¦
8 Sep 2022
πΊπΈ Recessions
Historically, the S&P 500 tends to bottom in a recession and usually not until mid-way through
π isabelnet.com/?s=recession
h/t @SamRo #markets #recession #recessions #sp500
$spx #spx $spy #stocks #stockmarket #equities #investing
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6 Sep 2022
Impressive chart! Despite the slump in investor sentiment, there have been no significant outflows from equity funds so far. Something's gotta give...
π
x.com/ISABELNET_SA/status/15β¦
3 Sep 2022
π Fund Flows
Will flows into equity funds continue, despite fears of recession?
π isabelnet.com/?s=flow
h/t @GoldmanSachs #markets #funds #flows #moneymarket #equities
#bonds #bondmarket #corporatebonds #stocks #stockmarket #investing
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1 Sep 2022
Absolutely right! The single weakest month for stocks is September! Watch out
@ISABELNET_SA
x.com/ISABELNET_SA/status/15β¦
x.com/NicMicMacro/status/155β¦
17 Aug 2022
π§΅π: Seasonal trends are not unique to the U.S.; there are strong seasonalities in the stock market return distributions in most of the capital markets around the world.
(read on)
h/t @SoberLook @ISABELNET_SA #markets #stocks #seasonality #equities
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31 Aug 2022
Despite the stop of russian gas supplies from #NordStream1 , the filling of gas storage facilities in Germany is going remarkably well! The total storage level in Germany is 83.65%! But what's behind it?
π
#NordStream1 #gas #Germany
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31 Aug 2022
On the one hand, gas flows from Norway, Belgium, and the Netherlands have recently risen significantly...
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31 Aug 2022
...while on the other German industrial companies have significantly reduced their gas consumption! In July, gas consumption was around 20% below the average for 2018-2021. All in all, perhaps too much doom and gloom has been priced in!
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31 Aug 2022
German Power prices one year ahead have almost halved in the last three days!
#recession #market #WINTER
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31 Aug 2022
Peak inflation is probably behind us! Disinflation lies ahead!
π
@ISABELNET_SA
x.com/ISABELNET_SA/status/15β¦
31 Aug 2022
πΊπΈ Inflation
The Fed's preferred inflation measure fell to 4.6% in July, which is good news
π isabelnet.com/?s=inflation
h/t @SoberLook #markets #pce #corepce
#US #inflation #economics #economy #investing
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Nicolas Michel retweeted
24 Aug 2022
Writing is the most critical skill for your career and life.
Here are 7 free must-have writing tools:
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24 Aug 2022
King Greenback: EURUSD is approching a new 20-year low! More than one standard deviation below the historical average of ~1.20 EURUSD
x.com/QCompounding/status/15β¦
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24 Aug 2022
One would think that in contrast to equities the highest inflation rates for about 50 years should boost the gold price! But also gold (in real terms) had to give up all its gains since the outbreak of the Corona crisis!
x.com/ISABELNET_SA/status/15β¦
24 Aug 2022
πΊπΈ S&P 500
The S&P 500 deflated by US CPI has retraced its entire COVID bull market
π isabelnet.com/?s=S&P 500
h/t @BofAML #markets #investing #assetallocation $spx
#sp500 #spx $spy #stocks #stockmarket #equities #returns
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24 Aug 2022
finally some good news!
x.com/AndreasSteno/status/15β¦
24 Aug 2022
I know that you dislike hearing it, but Germanys inflow of nat gas just reached an all time high
Forget the βGermany will freezeβ scenario
Nicolas Michel retweeted
24 Aug 2022
I know that you dislike hearing it, but Germanys inflow of nat gas just reached an all time high
Forget the βGermany will freezeβ scenario
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23 Aug 2022
Industry in the euro zone is clearly in recession mood. And winter is yet to come!
#recession #Eurozone #stocks
23 Aug 2022
I don't care if Monday's blue
Tuesday's GREAT and Wednesday too...π§
x.com/ISABELNET_SA/status/15β¦
23 Aug 2022
πΊπΈ Returns
Since 1928, Monday is by far the worst day of the week
π isabelnet.com/?s=return
h/t @MikeZaccardi #markets #assetallocation #returns
#sp500 $spx #spx #stocks #stockmarket #equities #investing
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