FlowBank

Market Insights

Latest insights

Unpacking the Latest Earnings Results: Winners and Losers

 The latest earnings season has been a mixture of positive and negative results, with some sectors performing well while others are struggling to keep up. The aftermath of the COVID-19 pandemic and the current rising interest rate environment has placed pressure on many companies and sectors, a situation that is expected to persist for some time. Despite this, there are some signs of growth in certain sectors, and the overall outlook remains optimistic.

Unpacking the Latest Earnings Results: Winners and Losers

Will EUR Rally Continue over Coming Quarters?

The recovery rally in EUR has become one of the key market themes of the new year. On the back of the roughly 17% loss in EURUSD across 2022, the pair has since recovered around 75% of these losses since Q4 last year.

Will EUR Rally Continue over Coming Quarters?

Stocks

Unpacking the Latest Earnings Results: Winners and Losers

 The latest earnings season has been a mixture of positive and negative results, with some sectors performing well while others are struggling to keep up. The aftermath of the COVID-19 pandemic and the current rising interest rate environment has placed pressure on many companies and sectors, a situation that is expected to persist for some time. Despite this, there are some signs of growth in certain sectors, and the overall outlook remains optimistic.

Unpacking the Latest Earnings Results: Winners and Losers

Who to Watch in the AI Industry?

In the world of cutting-edge technology, the AI industry stands out as a beacon of innovation and progress. As the industry continues to soar, it is poised to revolutionize the way we live and work. From deep learning to robotics and autonomous driving, the possibilities are endless.

Who to Watch in the AI Industry?

Crypto

Does the Crypto Crash Resume 2023 or is a Reversal Coming?

The crypto bear market this year has so far shown little sign of ending, especially with the collapse of FTX. Does it get worse, or will 2023 bring some green shoots?

Does the Crypto Crash Resume 2023 or is a Reversal Coming?

FTX — destroying trust in what is supposed to be trustless

After a tumultuous few days FTX looks to be facing imminent collapse, the poster boy of the crypto world has almost overnight become the pariah, while almost single handedly setting the industry back years by destroying trust in what is trustless. It is worth highlighting a key point in the Satoshi Nakamoto white paper — “making payments over a communications channel without a trusted party”. There is nothing trustless in a centralised exchange, history seems to be repeating itself.

FTX — destroying trust in what is supposed to be trustless

Macro

How does China’s reopening affect your portfolio?

China’s reopening may just be the catalyst that is needed to stimulate global growth. What are the investment implications, and could there be some negative repercussions?

How does China’s reopening affect your portfolio?

Could platinum shine again?

Platinum is seen as a symbol of prestige, rarity, and wealth. Yet, due to its industrial use, the metal is sensitive to investor demand and global growth. What is the outlook for Platinum?

Could platinum shine again?

Asset allocation

2022: A difficult year for ESG

ESG has attracted trillions of dollars in investments. But performances have not quite followed through this year amid the difficult market environment, energy sector outperformance, and tech underperformance. What does this tell us about ESG?

2022: A difficult year for ESG

MonthlyFlow - Overview 2023

 Pause and assess Any indication of a pause in hikes, especially from the Fed, should boost markets further Sentiment is extremely negative, which could support the upward move Softness in labor and inflation data would be key for investor sentiment

MonthlyFlow - Overview 2023
LiveWire

3 hours ago

USD pulling lower after Powell's speech #eurusd #fx #trading

This morning, the dollar is trading lower against EUR, as Federal Reserve Chair Jerome Powell failed yesterday to toughen his stance on inflation, even with the US witnessing impressive job growth in the previous week. But chances for a dollar appreciation are high. A key resistance to watch for is near the 1.0800 level on EURUSD.

1 day ago

Bears pile in, but what are the catalysts? #markets #stocks #trading $SPY $QQQ

JPMorgan's Kolanovic is the latest to fall in the bear camp, calling the stock rally a 'bear-market trap', arguing that the US economy' disinflationary process could just be transitory. The reality is the situation is more nuanced as markets are digesting favorable data that is showing the economy is slowing but it is still resilient. In fact, inflation is for now slowing, and earnings are stronger than feared, but the jobs market in the US remains too tight.  

2 days ago

S&P500 at key level, Goldman Sachs makes odd market call $SPY $QQQ #market #trading #stocks #forex

The S&P500 looks like it is at an inflection point, technically speaking. The level of around $4,182 has been an area of support and resistance in the last year or so. Traders are looking for reasons to have a strong move in either direction. In fact, Goldman Sachs US equity strategist David Kostin came with a call just recently that stocks should be going 'nowhere' for the rest of the year because a soft landing is already priced in.

2 days ago

Earnings this week $dis $pep $uber #trading

This week: earnings, Powell, & more 🔎

↗ Monday: ECB President Lagarde speaks, RBA interest rate decision

↗ Tuesday: Fed Chair Powell speaks, India interest rate decision 

↗ Thursday: German CPI, EU leaders summit, US weekly jobless claims 

↗ Friday: UK GDP, EU leaders summit, Michigan consumer sentiment 

5 days ago

The decrease in market rates is favouring growth stocks.

The Nasdaq is leading the upside charge after Meta's positive results and Powell's less aggressive tone boosted confidence in better earnings growth.

Technology

How Can Investors Gain Exposure to AI?

Artificial intelligence (AI) is quickly emerging as one of the most exciting and fast developing areas of the tech sector. Once the preserve of sci-fi movies and theoretical conversations, AI has been steadily becoming more prominent in recent ...

How Can Investors Gain Exposure to AI?

ChatGPT set to disrupt various industries

Since its release at the end of November, ChatGPT has gone viral, gaining its first million members in less than a week. Speculation over its ability to displace freelance writers and perhaps endanger Google's main ...

ChatGPT set to disrupt various industries

Will 2023 be the Recovery Year for Tech Stocks?

The tech sector has seen huge volatility over 2022, bearing the brunt of the oscillations in Fed tightening expectations and the USD outlook. Looking at two of the leading tech benchmarks, the Nasdaq and the XLK (SPDR Tech fund), both are down on ...

Will 2023 be the Recovery Year for Tech Stocks?

Commodities

How does China’s reopening affect your portfolio?

China’s reopening may just be the catalyst that is needed to stimulate global growth. What are the investment implications, and could there be some negative repercussions?

How does China’s reopening affect your portfolio?