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StocksEV

Ford is doubling capacity to meet demand for its F-150 EV pick up

“This sucker’s quick” said Joe Biden when he drove a prototype of the new Ford vehicle. While Ford has not yet delivered one single F-150 Lightening – its all-electric pick-up truck – to the market, it is already doubling its production ...

StocksMarkets

Putin’s party wins election: But has the Russian stock market topped?

The pro-Vladimir Putin ruling United Russia party has won another landslide election in Russia. But is this good news for Russian stocks, which have just doubled off their 2020 low?

CryptoAsset Allocation

Bitcoin in a global investment portfolio | Portfolio Management

Should Bitcoin have a place in your portfolio’s strategy? As we close Q3 we wonder how inflation, slowing recoveries, and potential market corrections in the US will affect returns—does Bitcoin offer a solution to these problems?

Macro

Global Market Weekly Recap: Top 10 Market Graphs (week ended: 17/9)

Here are the top ten market moves from the last five days: week ended Friday September 17, 2021.

StocksMacroWeek Ahead

Fed meeting, Swiss National Bank & Canada election | *New Format* THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes the Fed meeting and Swiss National Bank rate decision as well as an election in Canada and earnings from Nike, Oracle, and Adobe.

Asset Allocation

Blue-chip art investing oozing to Main Street.

Whether you love or hate any sort of art, just know that it has become an increasingly attractive and democratized investment opportunity. Collectible as an asset class should be on your radar, at least.

Stocks

The unlucky iPhone 13? Apple stock looks vulnerable

Apple stock has fallen after a “boring” September product launch event that saw the release of the Apple iPhone 13. After a massive run up, have AAPL shares topped?

StocksAsia

China’s Evergrande Poses a Market Contagion Risk

Are the problems at Chinese property group Evergrande a risk to wider market sentiment? In other words, will there be contagion?

MacroMarkets

Are US equities heading into a storm?

Is there a storm brewing in US equities? As you know, investors face a dilemma. The pandemic has really changed markets. The S&P 500 is trading over 30X P/E, treasury yields are near zero. Finding rich prospects is hard.

CommoditiesMacro

The link between stubbornly high US inflation and surging commodities

US inflation data has been critical for the market outlook and what the Fed does next, perhaps none more than commodities. After a multi-month pause, are commodity prices ready to resume the early 2021 rally?

CryptoTechnologyBlockchain

CipherTrace: crypto data monetization wheels for Mastercard.

Mastercard plans for an open banking future where crypto payment transaction data may just equate to corporate survival.

Asia

What is the Chinese tech crackdown really about?

From the West, it seems as though Chinese authorities are curtailing their own success, but this is unlikely the goal. So what exactly is the reason behind the tech crackdown and what is the desired outcome?

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