Market Insights

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 ...

ForexinflationFedUS dollar

WeChat in focus

As the Chinese authorities announce that Xi Jinping's 'shared prosperity' campaign measures will soon fade, it is hard to expect Tencent, the Chinese online gaming and social networking giant, to be off the hook. According to the latest ...

ForexinflationFedUS dollar

Fade the USD now the Fed has hiked?

Dollar bulls have had a good six months in preparation for the first Fed rate hike. But now it’s happened, US rates are higher with promises to go much higher - will the next six months be as good?

BondsMacroinflation

Bond markets could be pricing in too many hikes

The yield on 10-year Treasuries just struck a 2-year high and Fed funds futures are pricing a near certainty that the Fed hikes in March with more to follow from the Fed and other central banks in 2022. Is that too much?

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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