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Market Insights

Macro

US stocks rebound, return of the Delta, above expectations earnings: our top 10 stories of the week

Read the top 10 stories to remember the week which ended July 23rd.

MacroAsset AllocationInvesting

Top 5 things to know before investing in H2 2021

In Q2, investors feared wages and inflation would be ‘’too hot’’. In Q3 some worry GDP won’t be hot enough if earnings peak and reopening stalls... We explore elements of the second half you should know about, be excited about and be weary of. ...

MacroAsset Allocation

Small caps fade, inflation rise, but retail pops: our Top 10 stories of the week

Read the 10 stories to remember from the week which ended July 16.

MacroInvesting

WEEK AHEAD: ECB Meeting, PBOC & Netflix Earnings

Prepare for trading markets over the next five days with the FlowBank Week ahead report:

Macro

Was the relation trade overhyped?

The reflation trade has been at the forefront of every debate over the past few weeks. The idea is that with a successful vaccine rollout, pent-up demand, an intense fiscal stimulus, and a central bank ...

MacroInvesting

WEEK AHEAD: Earnings Season kick-off, US CPI, BOJ meeting & China GDP

Prepare for trading markets over the next five days with the FlowBank Week ahead report:

StocksMacro

New football champion in the EU, falling bond yields, oil slowing down: our Top 10 stories of the week

Read the top 10 stories to remember the week which ended July 9th.

MacroInvesting

WEEK AHEAD: July 4th, Fed minutes, RBA meeting & still OPEC+

Preparing for trading markets over the next five days with the FlowBank Week ahead report:

MacroAsset Allocation

U.S. stock indexes set record, oil climbs Everest, inflation highest pace since 2008: our Top 10 stories of the week

Read the 10 stories to remember from the week which ended June 25.

MacroWeek Ahead

WEEK AHEAD: Non-farm payrolls, OPEC meeting & the start of H2

A preview of the news, earnings and economic data to expcet in the week ahead.

MacroWeek Ahead

WEEK AHEAD: Hawkish Fed fallout, Powell testimony & BOE Meeting

Read the key events to monitor for the week which starts on June 21, 2021.

Macro

Capital expenditure bonanza on the horizon

In 2021, real investment worldwide will be a fifth higher than before the recession. By 2022, half the firms in the S&P 500 are expecting to increase capital expenditure by a tenth. Consumers have spending money, ...

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