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Thanksgiving: inflation will be on the menu

It's almost time to start preparing your Thanksgiving meal for next week, and if you're hosting, brace yourself for high food expenditures. What effect will inflation have on your Thanksgiving shopping budget this year?

Thanksgiving: inflation will be on the menu

Spotlight on consumers as we approach Black Friday

Inflation, rising interest rates, and falling stock prices have added pressure on the consumer. Could Black Friday sales offer investors clues about what to expect of the holiday shopping?

Spotlight on consumers as we approach Black Friday

Stocks

Thanksgiving: inflation will be on the menu

It's almost time to start preparing your Thanksgiving meal for next week, and if you're hosting, brace yourself for high food expenditures. What effect will inflation have on your Thanksgiving shopping budget this year?

Thanksgiving: inflation will be on the menu

Spotlight on consumers as we approach Black Friday

Inflation, rising interest rates, and falling stock prices have added pressure on the consumer. Could Black Friday sales offer investors clues about what to expect of the holiday shopping?

Spotlight on consumers as we approach Black Friday

Crypto

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

Ethereum Staking Yields

On September 15th, Ethereum transitioned from a Proof of Work (PoW) network to a Proof of Stake (PoS). This change to PoS means that consensus is now derived from a randomly selected group of validators instead of based on hash power from physical miners. In this report, we will focus on the rewards portion of the equation — where the rewards come from and estimate an annual percentage rate (APR) that stakers can expect. With PoS, instead of competing and solving a mathematic puzzle, validators must acquire ETH and then lock their ETH away in a contract, otherwise known as staking. Among the stakers, the creator of the next block is randomly chosen with the chances of being chosen to increase based on how much ETH one has staked. Stakers who complete consensus tasks are rewarded with ETH but if a participant acts dishonestly or is offline for too long, a portion of their staked funds is slashed.

Ethereum Staking Yields

Macro

Spotlight on consumers as we approach Black Friday

Inflation, rising interest rates, and falling stock prices have added pressure on the consumer. Could Black Friday sales offer investors clues about what to expect of the holiday shopping?

Spotlight on consumers as we approach Black Friday

MonthlyFlow - November 2022

 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 - November 2022

Asset allocation

MonthlyFlow - November 2022

 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 - November 2022

MonthlyFlow - October 2022

       Is a bottom near?: Markets continue to worry about overtightening and recession Sentiment is extremely negative, which might suggest the downside is more limited Disinflation should boost sentiment, but it could take time

MonthlyFlow - October 2022
LiveWire

20 minutes ago

#Stocks recover on signs #China #reopening. #Nasdaq #trading $QQQ $SPY #markets #forex

Stocks are attempting to recover after yesterday's steep losses, led by Apple as traders worried protests in China could weigh on growth and cause further supply-chain bottlenecks. The Nasdaq is recovering with futures contracts up 0.7% in light of increasing signs China is clearing the path towards reopening and continues to boost Covid-19 vaccinations of its population.

19 hours ago

Black Gold Under Pressure #COVID #WTI #oil #trading

The black gold is once again under pressure and falling in value losing around $2 per barrel. This is due to ongoing COVID related restrictions and protests going on in China, which in turn is stifling demand. The WTI is also down trading at USD74.5 per barrel, lower by 2.5%. This is also due to the same reasons with COVID restrictions and concerns about weak demand from the world's largest oil-importing country.

1 day ago

Key data to watch this week #stocks #pce #cpi #trading

The primary event of the upcoming week will be Thursday's PCE price index and Friday's release of the November employment data for the US, as investors hold out hope that the Federal Reserve would soon halt the rate of rate increases. Mid-week comments from Fed Chair Jerome Powell will be widely scrutinized. Data on inflation in the Eurozone and China's PMI will also be monitored amid worries over a rise in COVID cases there.

4 days ago

#Nasdaq buoyed by lower yields #stocks #trading #trending $QQQ $SPY $AAPL

Lower US Treasury yields have helped the Nasdaq strengthen lately. In light of the Fed minutes suggesting a softer pace of rate hikes, investors are seeing renewed risk appetite. Nonetheless, inflation data such as next week's favorite inflation gauge the PCE, released on the 1st of December, will be key to confirming the slowing pace of inflation and the trajectory of the Fed cooling down its monetary tightening measures.

5 days ago

#Gold advanced following #Fed's minutes #trading

The value of gold is on the rise breaking the $1.750 an ounce threshold, this comes with the fact the US Federal reserve's most recent meeting indicated slower interest rate hikes.

Technology

Fast coffee: Should Nespresso be fearful of CoffeeB?

Swiss brand CoffeeB, developed by supermarket chain Migros, is making single-use coffee fully compostable via its pressed coffee balls invention. Will consumers abandon their Nespresso machines?

Fast coffee: Should Nespresso be fearful of CoffeeB?

Virtual YouTubers: ANYCOLOR stock up 620%

Japanese entertainment company ANYCOLOR provides a new magical experience, fuelled by creativity and technology. Are virtual YouTubers and pop-idol culture here to stay?

Virtual YouTubers: ANYCOLOR stock up 620%

Big Tech: What do Q3 earnings reveal?

US earnings have overall been strong and resilient so far. But the same cannot be said about Big Tech. And, a lot of attention should be given to Apple, Microsoft, Amazon, and Alphabet, given their combined weight ...

Big Tech: What do Q3 earnings reveal?

Commodities

Gold jumps to one month high

Gold has been trading sideways or down for almost two years, while inflation is at multi-decade highs. Why are safe haven investments and so-called inflation hedging assets performing poorly while global inflation is ...

Gold jumps to one month high

The Nat Gas Sell Off Looks Overdone

In the commodities space, dominating trader chat heading into the final months of the year is the reversal in the price of Nat Gas (Natural Gas). 

The Nat Gas Sell Off Looks Overdone

Crude Oil Starts Q4 Well - Is the Bottom in?

Volatility is one of the main reasons traders are drawn to trading oil. ‘Black gold’, as it is often referred to in trading circles, is notorious for outsized price swings when compared with more typically stable assets such as ...

Crude Oil Starts Q4 Well - Is the Bottom in?

Forex

USDJPY at 150. What can stop the yen demise?

Intervention from the Bank of Japan has so far done nothing to stop the slide in the Japanese yen this year. Will the central bankers try to intervene again or must they finally pivot to rate hikes?

USDJPY at 150. What can stop the yen demise?

Is Parity Calling for GBPUSD after Mini-Budget Volatility?

It’s been a wild old ride for the British Pound over the last fortnight. It has been brought on by a loss of confidence in the new British government and corresponding confidence that the Bank of England can save the day. 

Is Parity Calling for GBPUSD after Mini-Budget Volatility?

Is the US dollar (finally) peaking?

The US dollar turned weaker across the board last week on the back of expectations that we are past peak Fed hawkishness. Have we seen the USD peak, and could it drift lower from here?

Is the US dollar (finally) peaking?

Bonds

How are central banks affecting your mortgage?

Wild currency moves and rapidly rising interest rates have added to the economic challenges consumers face. But how exactly do central banks affect your mortgage and what does the future hold? And as a homeowner, ...

How are central banks affecting your mortgage?

Equities can’t shrug off bond yields dominance

The rise in global bond yields, fuelled by rising interest rates, has become one of the central themes affecting stock markets. This week’s Jackson Hole Symposium sets the stage for bond market action for the rest of 2022.

Equities can’t shrug off bond yields dominance

“TINA is dead.” Or not.

The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...

“TINA is dead.” Or not.
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LiveWire

20 minutes ago

#Stocks recover on signs #China #reopening. #Nasdaq #trading $QQQ $SPY #markets #forex

Stocks are attempting to recover after yesterday's steep losses, led by Apple as traders worried protests in China could weigh on growth and cause further supply-chain bottlenecks. The Nasdaq is recovering with futures contracts up 0.7% in light of increasing signs China is clearing the path towards reopening and continues to boost Covid-19 vaccinations of its population.

19 hours ago

Black Gold Under Pressure #COVID #WTI #oil #trading

The black gold is once again under pressure and falling in value losing around $2 per barrel. This is due to ongoing COVID related restrictions and protests going on in China, which in turn is stifling demand. The WTI is also down trading at USD74.5 per barrel, lower by 2.5%. This is also due to the same reasons with COVID restrictions and concerns about weak demand from the world's largest oil-importing country.

1 day ago

Key data to watch this week #stocks #pce #cpi #trading

The primary event of the upcoming week will be Thursday's PCE price index and Friday's release of the November employment data for the US, as investors hold out hope that the Federal Reserve would soon halt the rate of rate increases. Mid-week comments from Fed Chair Jerome Powell will be widely scrutinized. Data on inflation in the Eurozone and China's PMI will also be monitored amid worries over a rise in COVID cases there.