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BREAKING NEWS FROM CNBC >>> UBS ends Credit Suisse dependence on Swiss central bank loan.
UBS on Friday said that it has ended a 9 billion Swiss franc ($10.27 billion) loss protection agreement and a 100 billion Swiss franc publicly liquidity backstop that were put in place by the Swiss government when it took over rival Credit Suisse in March. UBS said the decision followed a “comprehensive assessment” of Credit Suisse’s non-core assets that were covered by the liquidity support measures. Credit Suisse also fully repaid the emergency liquidity assistance loan of 50 billion Swiss francs to the Swiss National Bank in March, as Credit Suisse teetered after a collapse in shareholder and investor confidence. “These measures, which were created under emergency law to preserve financial stability, will thus cease to exist, and the Confederation and taxpayers will no longer bear any risks arising from these guarantees,” the Swiss government said in a statement Friday. “Furthermore, the Confederation earned receipts of around CHF 200 million on the guarantees.”
During Ferrari Group ($RACE)'s recent earnings call, the CEO gave an intriguing response to the question of how many cars Ferrari plans to produce:
"I understand there is a lot of curiosity on these numbers. What I can tell you is that we will always sell one car less than the market demand." Source: Quartr
The decoupling between US money market fund inflows (in green) and bank deposits (in red) continues.
Source: www.zerohedge.com, Bloomberg
Will US inflation move in waves as it did in the 70's?
Source: Bloomberg, www.zerohedge.com
Over the last few weeks, the newsflow for China assets has been horrendous, whether it’s the macro data or the policy side (disappointment at the scale and lack of detail)
While sentimnet on China is very bearish, Greater China stocks have outperformed over the past month. This could be a sign that the worst is behind and that bad news are already priced in. Source: J-C Gand, Bloomberg
Short Sellers have lost a combined $175.2 Billion by betting against the market this year
Source: barchart
Unicorns, once elusive creatures of the startup universe, are again becoming a rarity
According to the latest data from Pitchbook, July saw just 3 new companies reach the $1 billion valuation necessary to join the club — a paltry count in comparison to the 67 that emerged back in December 2021. Source: Chartr
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