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Market Insights

Commoditiesinflation

What is driving soft commodities?

Supply and inflationary pressures have spread across agricultural markets, with prices for soft commodities including sugar, coffee, and cocoa all well up double digits since early 2020. What are the drivers? And is ...

CommoditiesEnergyoil

Oil price: SPR release and Iran deal to overcome Russian shortfall?

One of the key market themes of 2022 has been excessive volatility in oil markets with the war in Ukraine, a record SPR release, OPEC and a new Iran deal all active considerations.

StocksEurope

European equities: is the worst behind us?

The bad news is accumulating for Europe. Questions about a European recession abound. European dependence on Russian energy and grain imports is adding to inflation woes. Volatility is here, but…. is the worst ...

StocksTechnologyAll about bankingfintech

Will Big Tech transform banking?

Tech giants are entering financial services on several fronts, from payment solutions, creditworthiness algos, crypto, to ‘buy now, pay later’. Is it a question of time before they take on large banks or is there ...

CommoditiesGoldSilver

Gold & Silver Outlook: A Recession Signal & Haven Flows

It’s been a volatile month for gold and silver prices, driven up and down by haven flows, a Fed rate hike and potential supply disruptions. What comes next?

ForexinflationFedUS dollar

WeChat in focus

As the Chinese authorities announce that Xi Jinping's 'shared prosperity' campaign measures will soon fade, it is hard to expect Tencent, the Chinese online gaming and social networking giant, to be off the hook. According to the latest ...

Forexusdyenboj

The story behind the yen's weakness

The selloff in the Japanese yen is getting ugly, experiencing outstanding volatility with the USDJPY exchange rate briefly testing 125. But will the 2015 Kuroda line serve as support this time ...

MacroAsset Allocation

MonthlyFlow - April 2022

While sentiment is very negative, markets are reacting less to war headlines

ForexinflationFedUS dollar

Fade the USD now the Fed has hiked?

Dollar bulls have had a good six months in preparation for the first Fed rate hike. But now it’s happened, US rates are higher with promises to go much higher - will the next six months be as good?

StocksTechnologyChina

Chinese tech: Opportunities in the rollercoaster ride?

The recent volatility in Chinese tech giants has provided interesting trading opportunities. The internet giants are highly exposed to regulatory scrutiny, but could there be light ahead of the tunnel? ...

StocksFixed IncomeRatesS&P500Fed

History of rate hikes

The S&P 500 Index is off to its worst start to a year since the Covid-fueled sell-off in March 2020. Many factors, notably the Federal Reserve’s tightening, are in focus. But what does history tells us?

Commodities

More shocks to Russia-linked Commodities coming?

The Russian invasion of Ukraine, now in its fourth week, has taken centre-stage as the main focus point for traders – with the extra volatility very much concentrated in commodity markets. Russia is a major supplier of oil, natural gas, ...

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