Market Insights

11 August 2023

PayPal: Lost Giant or Future of Payments?

PayPal is in a grey area between growth and maturity, confusing many investors about whether it has a place in their portfolios. It has a huge presence in online payments but faces increased competition.

Forex ・ Banks ・ EURUSD ・ Trading ・ USDJPY

25 July 2023

Forex Trading: Central Banks in Focus.

Forex Trading: Central Banks in Focus - Outlook for EUR/USD, USD/JPY, NZD/CAD

Stocks ・ Technology ・ Banks ・ Nasdaq ・ SVB

17 March 2023

What does the SVB fallout mean for tech stocks?

The collapse of the Silicon Valley Bank has dominated the week and stirred up volatility not just in the banking sector but also in the tech sector. The Nasdaq slumped in reaction to the bad news but the implications ...

Stocks ・ Banks ・ S&P500 ・ FOMC ・ Bank stocks

15 March 2023

Why Wasn't the USD a Haven in the SVB Bank Run?

The massive bearish action in markets since the Silicon Valley Bank collapse has seen the US dollar tumble alongside risky assets like stocks. Does this mean peak dollar and peak rate expectations have passed?

Technology ・ Banks

31 August 2021

Big banks sieged by big tech via cloud

Crypto firms want to step onto the system’s main financial railways much to the dismay of incumbent banks. While this matters, big banks have a bigger problem to deal with… Big Tech.

Stocks ・ Banks ・ USA ・ Investing

14 July 2021

Is the time right to invest in U.S. bank stocks?

Revenues fell slightly while profits rose. Trading revenues were surprisingly lower, loan growth too, but fees on M&A and underwriting soared. Q2 was a mixed bag for banks, but the future relies on a recovery. Here is what you should know ...

Macro ・ Banks ・ USA

25 May 2021

An exponential curve for the Fed's balance sheet?

A massive increase of US debt issuance suggests the Federal Reserve's balance sheet could grow by 400% by 2050.

Forex ・ Banks

20 May 2021

Did Fed minutes stir up a taper tantrum?

On a day when crypto markets were in freefall and the ECB was warning of ‘exuberance’, a third chink in the market’s armour appeared. Talk of the Fed Tapering QE in the FOMC minutes.

Macro ・ Banks

26 April 2021

Houston, we have a problem! The velocity of M2 money has plunged to an all time low

A bitter observation: the gigantic injections of liquidity are piling up on banks' balance sheets. With little effect on the real economy.

Forex ・ Banks

12 January 2021

Too soon to call a bottom in the US dollar but Fed tapering talk is reason to prepare

The US dollar has been battling higher this week with DXY rising back through the key 90 big figure and EUR/USD down 200 pips from a 2-year high. Is there more to come?

Stocks ・ Technology ・ Banks

28 October 2020

Ant Group’s Chinese IPO: $34 billion, or the biggest IPO in history

If Chinese billionaire Jack Ma already broke the record for the biggest IPO with Alibaba - $25 billion in 2014 – he just did it again with Ant Group, making the largest share sale in history.

Stocks ・ Banks

14 October 2020

US Bank stocks getting clobbered - MARKET WRAP

Stocks ticked lower for a second day, led lower by bank stocks following poorly-received quarterly results and as hopes for a pre-election stimulus deal continue to fade.