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Market Insights

StocksTechnology

Hydrogen over-hyped ?

The share prices of hydrogen fuel companies are flying higher than a hot-air balloon. But they might be about to fall out of the sky like they have in the past.

Top 10 Rookie Trader Mistakes from a former Star Hedge Fund Manager

In a recent note, DataTrek's Nicholas Colas, a former portfolio manager at Hedge Fund SAC, shared what he sees as the Top 10 “rookie” trader mistakes investors need to avoid. In this blog we attempt to summarize his main thoughts. ...

13 August 2020

China & US retail sales & Rosneft, Macau casinos

In the day ahead China and the United States release retail sales data, there is also Eurozone Q2 GDP and Russian oil giant Rosneft, Sands China and Wynn Macau report Q2 results.

Stocks

‘Apple One’ could get Apple to $2 trillion- and hurt Netflix, Spotify

Apple will launch Apple One alongside the new iPhone 12. That could take its valuation to $2 trillion, while hurting prospects for Netflix & Spotify.

Forex

British pound near 5-month top as UK enters steep recession

The United Kingdom has just experienced a truly historic recession, with GDP falling -20.4% in the second quarter. What next for the British pound?

StocksBonds

Trump’s executive orders provide pandemic (& investor) relief

Stocks are higher and yields are flat on Monday in response to US President Trump issuing executive orders to extend economic relief to Americans.

StocksMacro

Trump TikTok WeChat ban shouldn’t worry China tech

A new executive order from US President Trump banning any US transactions with TikTok and WeChat is unlikely in our view to dampen China tech shares growth.

ForexMacro

Pound jumps after BOE dodges NIRP

The British pound has jumped to a 5-month high (GBP/USD) after the Bank of England concluded it was better to avoid negative interest rates in the UK.

5 August 2020

Bank of England & EA, Uber Earnings

Today I’m looking at the Bank of England meeting, US jobless claims and earnings from Uber, Nintendo and Electronic Arts.

BondsCommodities

Gold over $2000

The spot price of gold has soared above the 2k milestone, reaching a new all-time high of $2040. Can the upwards momentum continue?

4 August 2020
StocksForex

ADP data & Moderna, BMW, Square Earnings

US July ADP unemployment and global service sector data is out Wednesday while Moderna, Square, BMW and Nikola are reporting Q2 earnings.

Stocks

Australian shares ready for catch up after RBA

Australian blue-chip shares jumped 2% in response to the RBA restarting bond-buying while the state of Victoria battles a second wave of the coronavirus.

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