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Market Insights

StocksMacro

Are investors worrying too much about the US consumer?

While fears over the health of the US consumer are high, data and earnings reports reveal a strong, but rapidly changing spending patterns. Is it ...

StocksBondsMacroFixed Income

“TINA is dead.” Or not.

The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...

CommoditiesPrecious metalsPlatinum

Queen's Jubilee Platinum Price Outlook

For fans of the British Royal Family, it’s more than likely you’re aware of what’s special about the coming week. Brits will enjoy an extended bank holiday weekend and it’s the reason for this double-length break that is special; the Queen’s ...

MacroAsset Allocation

MonthlyFlow - June 2022

As bond markets move away from recession calls, equities take over

TechnologyEVInvesting

Instacart: is it the right time to go public?

This month, Instacart filed an application with the US Securities and Exchange Commission to go public. The growing demand for online grocery ordering and, of course, the pandemic, have driven the company's business in recent years.

BitcoinoilUS dollar

Oil-Price Shock Threatens the US Dollar

With the just-released CPI data from the United States, it is easy to believe that the US Federal Reserve (FED) will be increasingly hawkish on interest rates, hence negative for Bitcoin prices. Due to oil prices and ...

ForexGBPUSDUKBrexit

A new EU/UK trade spat could send GBPUSD under 1.20

The British Pound has fallen more than 10% against the US Dollar this year, weighed down by Fed hawkishness, domestic inflation and growth concerns, Brexit-related difficulties and the fallout from the conflict in Ukraine.

Crypto

What now for crypto after the Luna / Terra crash?

The meltdown in Luna and its TerraUSD stablecoin brought chaos to crypto markets. This raises the question of whether stablecoins are understood and potentially offer a rare buying opportunity for ‘quality’ crypto ...

StocksMacroNasdaq

The Nasdaq, time to enter?

The average price-to-earnings (PE) ratio for US technology stocks has contracted sharply since the beginning of the year, with the Nasdaq PE ratio falling from around 37 to around 25 in only 4 months. Are we close to ...

CommoditiesSilverPrecious metals

Silver at 21-month lows can't catch a break with USD this strong

Silver prices have plunged by more than 20% this year from YTD highs, reversing all the 2021 gains. Looking ahead, silver bugs face a big challenge. With silver prices now falling under major, multi-year support, can the price ...

TechnologyEVInvesting

Nio, between Covid and hope

China's "zero-covid" policy is weighing heavily on the economy, and Nio, one of China's most famous electric car manufacturers, has suffered a production stoppage due to a severely restrictive policy and a lack of parts from suppliers.

StocksAsset AllocationS&P500

Investing takeaway from the Q1 earnings season

Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...

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