Market Insights

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? ...

MacroEuropeChina

The cost of the Chinese "zero-Covid"

More than two months have passed since Russia attacked Ukraine. The expected impacts on Europe are known, and growth prospects have already suffered. They are even already expected by the markets, which fell by 8% ...

ForexUSDJPYjapanese yen

Japanese Yen: Catch the falling knife at 20-year lows?

In the FX space, the main story of 2022 has been the record sell-off in JPY

StocksAsset AllocationS&P500

Why the S&P500 equal weight could be a wise choice

There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...

CryptoBitcoin

Bitcoin – stuck in limbo or primed for a rebound?

Bitcoin reached an all-time high of USD68’000 in 2021, paving the way for a generation of cryptocurrency enthusiasts and opening up a whole new asset class. However, it eventually dipped back to USD35'000 this year ...

Commoditiesbase metals

China lockdowns might have killed the base metals bull

Base metals have experienced outsized price moves this year. What next for these commodities in the light of the negative US GDP print and covid lockdowns in China?

MacroAsset Allocation

MonthlyFlow - May 2022

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

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