Market Research

Latest insights

Bitcoin to Dollar Currency War: The Fiat Strikes Back

Can we view what has been happening in cryptocurrency and forex markets over the past 18 months as a giant currency war between fiat and crypto? If yes, how will Bitcoin handle a new strike from the US dollar?

Bitcoin to Dollar Currency War: The Fiat Strikes Back

US-EU aircraft duopoly disputes grounding challenges China

A 17-year-old dispute between Boeing and Airbus ends in a deal unlocking billions of dollars in transatlantic commerce. The US and EU team-up to slow down Chinese commercial aviation industry. A look at European stocks as a result of the deal.

US-EU aircraft duopoly disputes grounding challenges China

Stocks

Global Minimum Tax: 3 Reasons to Keep your FAANG Tech Stocks

2021 has been dubbed the reopening reflation year, and as such cyclical stocks have mostly outperformed big tech. Will a Global Minimum tax put a top in FAANG?

Global Minimum Tax: 3 Reasons to Keep your FAANG Tech Stocks

Killing the internet for an hour: Fastly’s “Error 503 Service Unavailable”

Error, no connection! Dozens of websites went dark for about an hour. And we have found the guilty party: a $6 billion, San Francisco based start-up named Fastly. What happened?

Killing the internet for an hour: Fastly’s “Error 503 Service Unavailable”

Cryptocurrencies

Bitcoin to Dollar Currency War: The Fiat Strikes Back

Can we view what has been happening in cryptocurrency and forex markets over the past 18 months as a giant currency war between fiat and crypto? If yes, how will Bitcoin handle a new strike from the US dollar?

Bitcoin to Dollar Currency War: The Fiat Strikes Back

Cryptocurrencies and NFTs in Asia: a risky promise

East Asian markets are jumping on cryptocurrency and NFT opportunities, but high volatility and falling liquidity on the NFT market could end the promise of wealth prematurely.

Cryptocurrencies and NFTs in Asia: a risky promise

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, and the pandemic has initiated major structural shifts—is there a red-hot capex cycle ahead?

Capital expenditure bonanza on the horizon

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. 

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

Asset 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.  

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

The week ahead: G7 Summit, ECB and US JOLTS Job openings

Read the key events to monitor for the week which starts on June 7, 2021.  

The week ahead: G7 Summit, ECB and US JOLTS Job openings
LiveWire

1 day ago

Which podcast platform is the most popular in the US?

The first place goes to Spotify, which racks up 25% of US podcast listeners. However, the first place is not always clear. If Facebook is hands down the first social media, it is quite harder to determine for podcasts platforms as many have signed exclusive deals with shows so that users have to switch between platforms to consume the content they want. 

1 day ago

Dollar saw its best week in nine months

The US Dollar headed for one of its best weeks since last September as gold began dropping sharply and stock markets generally fell. The US central bank is partly to blame as official brought forward their estimates for the first post-pandemic interest rate rise. 

1 day ago

Retail traders increase pull on the stock market

Interesting visual on retailer traders ramping up activity. Volumes keep rising and now online brokerages moved en masse to commission-free trading (at least in the US). Activity from individual investors trading on Robinhood accounted for roughly 4% of total US trading volume in January and E*Trade Financial activity made up 2.4%. On a net basis individual investors have poured a net $140.57B into the US stock market this year alone, a figure that is up 33% from the same period last year. The trends suggest that they move in and out of trends at a quick pace, and this effect has pushed individual investors to back-off their meme stock bets out of worry that a short squeeze could cause them to lose large sums of cash. 

1 day ago

Tech outflows are soaring just as the sector outperformed

Just as tech was starting to outperform again, we are seeing the largest 6-week tech outflow since January 2019.

1 day ago

The Fed's balance sheet is now at $8 trillion

Nothing to see here, just printing money. 

Technology

Global Minimum Tax: 3 Reasons to Keep your FAANG Tech Stocks

2021 has been dubbed the reopening reflation year, and as such cyclical stocks have mostly outperformed big tech. Will a Global Minimum tax put a top in FAANG?

Global Minimum Tax: 3 Reasons to Keep your FAANG Tech Stocks

Killing the internet for an hour: Fastly’s “Error 503 Service Unavailable”

Error, no connection! Dozens of websites went dark for about an hour. And we have found the guilty party: a $6 billion, San Francisco based start-up named Fastly. What happened?

Killing the internet for an hour: Fastly’s “Error 503 Service Unavailable”

Twitter Blue: is the subscription model worth $360M?

Twitter is right to seek out new revenues streams like a subscription model for the most prolific of users. Twitter’s desire to target tester markets like Canada and Australia to launch Twitter Blue raises some flags, but a US and European implementation could generate significant revenues.

Twitter Blue: is the subscription model worth $360M?

Commodities

Investing in the water thematic: Sink or Swim?

Pavan Sukhdev, a leading environmental economists said, ‘’We use nature because it is valuable—but we lose it because it is free’’. Investing in water projects and monetizing the commodity is difficult because valuing water is subject to debate—nevertheless, water stocks are worth studying as an investment.

Investing in the water thematic: Sink or Swim?

Is ARK’s Cathie Wood Right that a Commodities Market Crash is Coming?

Cathie Wood didn’t use the word 'crash' in fairness, she said "We will have a very serious correction in commodity prices" once the global economy fully reopens.

Is ARK’s Cathie Wood Right that a Commodities Market Crash is Coming?

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.

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

Forex

Fed minutes got us closer to a 2021 taper tantrum | Forex outlook

On a day when crypto markets were in freefall and the ECB was warning of ‘exuberance’, a third chink in the market’s armour appeared. Talk of the Fed Tapering QE in the FOMC minutes.

Fed minutes got us closer to a 2021 taper tantrum | Forex outlook

What does a forex trader do? | What is forex trading?

If you have ever wondered what a forex trader does, read this quick blog that explains what is forex trading and the job of a forex trader.

What does a forex trader do? | What is forex trading?

Choosing a Forex Broker | 10-point Checklist for 2021 [video]

Your forex broker must be an efficient and reliable partner in your forex trading success. Here’s a checklist for choosing a forex broker.

Choosing a Forex Broker | 10-point Checklist for 2021 [video]
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ETFs

How to invest in trend following strategies using ETFs

Whether you're trading trend following strategies in your day trading or you’re simply looking at fresh ways to diversify your investment portfolio, managed futures ETFs are worth exploring.

How to invest in trend following strategies using ETFs

ETFs, ETNs, ETPs: how can they help me invest in cryptocurrency?

You have maybe heard of ETFs, ETNs and ETPs; but what are these financial instruments, and how can they be used to gain exposure to assets like cryptocurrencies? Here are some answers.

ETFs, ETNs, ETPs: how can they help me invest in cryptocurrency?

ESG investing is getting trendier by the month

We have never seen more inflows towards ESG funds. Aside from ethics, is this a good trend for investors in terms of returns, and where is this trend going?

ESG investing is getting trendier by the month

Bonds

Chinese bonds find new acceptance in all 3 world bond indices

China is starting to compete for foreign capital inflows. With high quality bonds, other nation’s debt might lose their shine. Napoleon was right: China is awakening, and the world trembles.

Chinese bonds find new acceptance in all 3 world bond indices

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.

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

Green bonds are the new cool: a glimpse into 2021

Green bonds are seeing an increasing popularity and investors should be ready for their arrival as policymakers are looking for ways to kick off a sustainable Corona recovery. So what are green bonds ?

Green bonds are the new cool: a glimpse into 2021

CFDs

How do index CFDs work? | Indices 101

Index CFDs provide a quick and convenient way to trade the overall stock market. They are a popular alternative to buying individual shares. How does indices trading work and is it right for you?

How do index CFDs work? | Indices 101

Avoid these 7 Classic CFD trading Mistakes!

How can one person be consistently profitable at CFD trading while another person can’t? We are all human, so it comes down to overcoming these very human mistakes.

Avoid these 7 Classic CFD trading Mistakes!

What are CFDs? [video]

Foreign exchange or Forex for short - refers to the exchange of currencies on global markets. Watch this short video to learn more.

What are CFDs? [video]
LiveWire

1 day ago

Which podcast platform is the most popular in the US?

The first place goes to Spotify, which racks up 25% of US podcast listeners. However, the first place is not always clear. If Facebook is hands down the first social media, it is quite harder to determine for podcasts platforms as many have signed exclusive deals with shows so that users have to switch between platforms to consume the content they want. 

1 day ago

Dollar saw its best week in nine months

The US Dollar headed for one of its best weeks since last September as gold began dropping sharply and stock markets generally fell. The US central bank is partly to blame as official brought forward their estimates for the first post-pandemic interest rate rise. 

1 day ago

Retail traders increase pull on the stock market

Interesting visual on retailer traders ramping up activity. Volumes keep rising and now online brokerages moved en masse to commission-free trading (at least in the US). Activity from individual investors trading on Robinhood accounted for roughly 4% of total US trading volume in January and E*Trade Financial activity made up 2.4%. On a net basis individual investors have poured a net $140.57B into the US stock market this year alone, a figure that is up 33% from the same period last year. The trends suggest that they move in and out of trends at a quick pace, and this effect has pushed individual investors to back-off their meme stock bets out of worry that a short squeeze could cause them to lose large sums of cash.