FlowBank

Market Insights

MacroAsset Allocation

MonthlyFlow - Overview 2023

 Pause and assess

StocksMacro

Spotlight on consumers as we approach Black Friday

Inflation, rising interest rates, and falling stock prices have added pressure on the consumer. Could Black Friday sales offer investors clues about what to expect of the holiday shopping?

MacroAsset Allocation

MonthlyFlow - November 2022

 Pause and assess

StocksMacro

Pick your side: Bull or bear?

Stocks are on course for their worst year since 2008. And strategists have never been so divided in their forecasts for how stocks will perform for the remainder of the year. What are the bull and bear ...

MacroAsset Allocation

MonthlyFlow - October 2022

       Is a bottom near?: Markets continue to worry about overtightening and recession

BondsMacroAsset Allocation

How are central banks affecting your mortgage?

Wild currency moves and rapidly rising interest rates have added to the economic challenges consumers face. But how exactly do central banks affect your mortgage and what does the future hold? And as a homeowner, ...

StocksMacro

What is a Fed pivot?

The US economy suffered two consecutive quarters of negative GDP growth. PMIs too are declining. Hence, it isn’t surprising to see some recessionary indicators worsening and some anticipate a Fed pivot. What is a Fed ...

MacroAsset Allocation

MonthlyFlow - September 2022

       There wasn’t going to be a pivot: The FED crushed any hope of a "dovish pivot", but this should not be a ...

MacroAsset Allocation

If the US sneezes...

With a second consecutive quarter of negative growth, the question of a US recession is becoming a hotly debated topic. But, in our view, it would be hasty to declare defeat. Indeed, if you look more closely, you ...

MacroAsset Allocation

MonthlyFlow - August 2022

Signs of disinflation are starting to appear, but may take time to materialise

MacroAsset Allocation

MonthlyFlow - July 2022

Markets remain laser-focused on inflation and ensuing tightening risks to growth

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, ...

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LiveWire

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Is the #dollar set to rebound? #usdeur #fx #trading

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#Bitcoin positive, technicals #bullish #trading

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#EURUSD highest in 5-months #trading #forex #China #stocks #USD