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Ajmir Omid

Commoditiesoil

Are oil bulls capitulating?

The Federal Reserve is choosing to go after inflation even at the risk of tilting the economy into a recession, a move that is weighing on oil prices, the only asset still up more than 40% year-to-date (27/06/2022). ...

CommoditiesMacroRatesGold

Could gold have further room to run?

Gold prices started the year on a strong foot, along with oil prices outperforming all other asset classes in a turbulent market environment. However, six months later, there has been some mixed price action lately, ...

ForexECBEURCHFchfusd

The story for the Swissie

Professional forecasters and central banks have been surprised by the persistence of rising prices, with the latter rapidly shifting their forward guidance. The Swiss National Bank has just announced a policy ...

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 ...

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 ...

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 ...

StocksBonds

Positive real rates, the latest headwind for stocks?

US inflation-adjusted bond yields are about to turn positive for the first time since March 2020 in a surge that is adding further pressure on rate-sensitive corners of financial markets. What are the implications for ...

StocksinflationValueSwiss stocks

Switzerland: The Land of Cheese, Chocolate, and Investment Opportunities

Swiss stocks have proven to be more resilient during the recent market rout. The SMI index has outperformed its counterpart Stoxx50 by more than 7% this year. What is driving the difference?

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 ...

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 ...

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?

StocksEnergyRenewables

Crises  bring opportunities in renewables

The recent geopolitical crisis and a likely ban on Russian oil and gas exports are bringing energy security back in focus. Governments have focused on promoting renewable energy ...

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LiveWire

12 hours ago

#Stocks pare gains after US #GDP #PCE  #trading

13 hours ago

German #inflation signs of peak? #cpi #stock #trending

16 hours ago

Where is the bottom? #S&P500 $spy #stocks #trading