FlowBank
Esty Dwek - CIO

Esty Dwek - CIO

As a member of the Executive Committee and FlowBank's Chief Investment Officer (CIO), Esty is responsible for the investment strategy of the bank. She also heads the Market Research department and plays a key role in developing the bank's educational offerings, among other things. Esty Dwek has over 15 years of experience in finance. Most recently she was the head of market strategy for Natixis IM Solutions. Prior to Natixis, Esty was a global strategist with the emerging markets team at Loomis, Sayles & Company. Esty began her career in 2006 at HSBC Private Bank. She holds a B.A. from Princeton University.

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.

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.

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.

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

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

StocksTechnology

Tesla continues to surprise

Tesla beat Wall Street estimates and reported better-than-expected results for the first quarter of 2022, defying production disruptions due to the Covid measures in China, the global supply chain crisis, and the crisis in commodity markets. ...

ForexEURUSDeuro

Could the euro fall as much as the yen just did?

The euro has had a rough 2022 so far, and that follows a near-10% drop versus the USD in 2021. Are we close to the bottom or is the Japanese yen, which just nose-dived to a 20-year low, a sign of things to come?

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.

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