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Market Insights

Macro

The return of growth stocks, oil barrel above $70, China and the U.S. bonding again: our top 10 stories of the week

Read the 10 stories to remember from the week which ended June 11.

MacroAsset Allocation

The Week Ahead: Fed Meeting, BOJ, SNB & Biden-Putin Summit

Read the key events to monitor for the week which starts on June 14, 2021.

StocksMacroMarketsUSA

US earnings season: key takeaways

First quarter earnings season for US companies has just ended. What are the main lessons to be learned for the coming quarters?

MacroBanksUSA

An exponential curve for the Fed's balance sheet?

A massive increase of US debt issuance suggests the Federal Reserve's balance sheet could grow by 400% by 2050.

StocksCommoditiesMacro

Soaring prices for agricultural commodities: should we fear social unrest?

The prices of wheat, soybeans, corn and other food commodities are exploding. Ten years after the Arab Spring, a similar scenario could repeat itself, but this time on a global scale.

StocksMacroMarkets

Are we at the peak of everything?

Many market drivers seem to have reached a ceiling. Is this also the case for the equity markets?

MacroBanks

Houston, we have a problem! The velocity of M2 money has plunged to an all time low

A bitter observation: the gigantic injections of liquidity are piling up on banks' balance sheets. With little effect on the real economy.

StocksMacroInvesting

Big payouts from investing in unloved stocks could soon dry up

Some hedge funds have come away with big profits by focusing on the least-loved part of the equity market. What does this strategy look like and how can you implement it in your own trading ideas?

StocksBondsMacroMarkets

Rising bond yields, slowing stock momentum: what to do?

As bond yields are soaring, momentum on stock prices is slowing down. Is this the end of the party? While the situation may look grim, we ought to have a closer look at it to see that things might not be as bad as they seem.

Macro

Forget China, here comes Vietnam!

Looking at Vietnam’s economics is reminiscent of early 2000s India. Investors should realize the position Vietnam is in today: positive economic growth; COVID-19 under control; secured free trade deals; attractive valuations and momentum. ...

MacroTechnical Analysis

Top Tweets of the day: Cryptos crash as Bitcoin tests $31k, and more

Find out about our selection of the top tweets of the day #markets #macroeconomics #technicalanalysis

ForexMacro

Will volatile forex pairs in 2020 be best currencies to trade in 2021?

Given the massive forex volatility of 2020, for the New Year, it pays toreview the performance of the most volatile forex pairs to visualise the price trends and the possibility of reversals.

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