FlowBank

Market Insights

Macro

Global Market Weekly Recap: Top 10 Market Graphs (week ended: 01/10)

Flash recap ⚡

MacroPolitics

The US Debt Ceiling: Does it matter this time?

The US government is approaching its debt ceiling, raising the prospect of the US defaulting on its debt if the limit is not raised. Markets have looked through it in the past. Might this time be different?

MacroEurope

Reflation trade uncertainty in European markets?

German elections won’t affect markets as much as China will. European natural gas, carbon permits, and power rising to record levels with little signs in any letdown. Euro area surveys are deteriorating, demand is ...

MacroEnergyAsiaEuropeUSA

Global markets ‘’quick take’’ as we enter Q4

We end Q3 this week and prepare for Q4 by looking at the current macro markets—there is a lot of reshuffling happening around energy and industrials. Countries want to control supply chain led inflation—especially China—and ...

MacroWeek Ahead

German election & European inflation | THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes the first German election in 16 years without Angela Merkel and CPI data from Germany and the Eurozone.

Macro

Global Market Weekly Recap: Top 10 Market Graphs (week ended: 24/9)

Monday, September 20th Graphic 1: Evergrande and Iron Ore moving downwards in synchrony

StocksMacroPolitics

German Election 2021: Primer for Investors | Stocks to Watch

For the first time since Angela Merkel took office 16 years ago, this German election could mean big changes in Germany. What could that mean for international investors?

Macro

Global Market Weekly Recap: Top 10 Market Graphs (week ended: 17/9)

Here are the top ten market moves from the last five days: week ended Friday September 17, 2021.

StocksMacroWeek Ahead

Fed meeting, Swiss National Bank & Canada election | *New Format* THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes the Fed meeting and Swiss National Bank rate decision as well as an election in Canada and earnings from Nike, Oracle, and Adobe.

MacroMarkets

Are US equities heading into a storm?

Is there a storm brewing in US equities? As you know, investors face a dilemma. The pandemic has really changed markets. The S&P 500 is trading over 30X P/E, treasury yields are near zero. Finding rich prospects is hard.

CommoditiesMacro

The link between stubbornly high US inflation and surging commodities

US inflation data has been critical for the market outlook and what the Fed does next, perhaps none more than commodities. After a multi-month pause, are commodity prices ready to resume the early 2021 rally?

Macro

Global Market Weekly Recap: Top 10 Market Graphs (week ended: 10/9)

#1: Stocks pull back on growth and inflation worries

bg_newsletter