Market Research

Latest insights

Greenback on track

After retreating in October, the US dollar could see renewed support from rising real yields and stronger US growth. Yes, supply chains and inflation continue to put a damper on the horizon, but we wouldn’t bet against the US consumer.

Greenback on track

Supply chain bottlenecks: is the end in sight?

The good news is that the global economy is recovering. The bad news is that supply is not matching this demand. First, companies were not prepared for the speed and scale of the recovery. Second, with ongoing Covid risks disrupting production, supply chain bottlenecks continue. However, some initial indications are pointing to gradual improvements, though these could take time to materialise and lower prices again.

Supply chain bottlenecks: is the end in sight?

Stocks

Did September kill the 60/40 portfolio? – Asset Allocation

While investing 60% in equities and 40% in bonds was a safe play for decades, this strategy has faced some obstacles in recent weeks. But should we forget decades of results or just hold steady and look through the noise? Are there ways to safeguard returns and beat inflation?

Did September kill the 60/40 portfolio? – Asset Allocation

Rising risks to Chinese growth threatens short-term equities outlook

It seems as though buying the dip has been the name of the game, with China being the surprising exception, at least for the short run. Is there a value rotation at play? 

Rising risks to Chinese growth threatens short-term equities outlook

Cryptocurrencies

This Might be Another Bitcoin ETF Red Herring

The price of Bitcoin has just struck a 5-month high. A lot of the optimism centres around the possible approval of a Bitcoin ETF in the United States this year. But are the SEC really ready to approve one?

This Might be Another Bitcoin ETF Red Herring

NFT sales surged in Q3

NFT sales are killing it, with a 704% growth from the previous quarter to $10.7 billion. Are NFTs more than just a flash in the pan?

NFT sales surged in Q3

Macro

Supply chain bottlenecks: is the end in sight?

The good news is that the global economy is recovering. The bad news is that supply is not matching this demand. First, companies were not prepared for the speed and scale of the recovery. Second, with ongoing Covid risks disrupting production, supply chain bottlenecks continue. However, some initial indications are pointing to gradual improvements, though these could take time to materialise and lower prices again.

Supply chain bottlenecks: is the end in sight?

Tesla & Netflix Earnings plus China GDP data | THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes Q3 earnings (highlights including Tesla and Netflix), China releases 3rd quarter GDP data, the UK, the Eurozone and Canada release CPI data and we will monitor the break higher in copper prices and what it implies for the global recovery.

Tesla & Netflix Earnings plus China GDP data | THE WEEK AHEAD

Asset allocation

Did September kill the 60/40 portfolio? – Asset Allocation

While investing 60% in equities and 40% in bonds was a safe play for decades, this strategy has faced some obstacles in recent weeks. But should we forget decades of results or just hold steady and look through the noise? Are there ways to safeguard returns and beat inflation?

Did September kill the 60/40 portfolio? – Asset Allocation

Bitcoin in a global investment portfolio | Portfolio Management

Should Bitcoin have a place in your portfolio’s strategy? As we close Q3 we wonder how inflation, slowing recoveries, and potential market corrections in the US will affect returns—does Bitcoin offer a solution to these problems?

Bitcoin in a global investment portfolio | Portfolio Management
LiveWire

5 hours ago

Core inflation in the Euro Area at its highest since December 2008

The annual core inflation for the Euro Area climbed to 1.9% in September, its highest rate since December 2008. If we include the volatile prices of energy, alcohol and food, we obtain an inflation rate of 3.4% year over year in September, well above the ECB's 2% target. Meanwhile, the consumer price index was up 0.5% month over month for September. Source: Trading Economics

1 day ago

Housing starts are down in the US

Housing starts fell by 1.6% MoM in the US, to 1.555 million for the month of September, vs. a 1.62 million market forecast. It is their lowest level in 5 months. Source: Trading Economics, US Census Bureau

1 day ago

Some treasury yields back at their Q1 2020 levels

Many Wall Street strategists bet on ever so low Treasury yields, but the market seems to be moving against them in a global bond sell-off. Since the Fed's meeting in September, there are mounting expectations of an interest-rate hike to counter accelerating inflation. Source: Bloomberg

1 day ago

First contraction since recovery for EU construction output

Construction outputs in Europe were down 1.6% in August compared to previous year, which marks the first month of contraction since the recovery that started in March. Source: Eurostat, TradingEconomics

2 days ago

European gas prices surged 9% to above 100 euros a megawatt-hour

European gas prices surged 9% to above 100 euros a megawatt-hour, after a pipeline capacity auction held on Monday showed no increase in supplies from Russia either through the Ukrainian pipeline or lines passing through Poland to northwest Europe. Gazprom's data also showed its gas exports declined in the first half of October from the same period in September. The natural gas market took a breath from a record high of 162.125 hit on October 5th after President Vladimir Putin signaled Russia would help Europe to grapple sky-high energy prices by delivering more via Ukraine. Gas prices are up more than 400% so far this year, amid a strong rebound in demand and reduced inventories ahead of the winter season. At the same time, heating demand is expected to increase due to forecasts of below-normal temperatures while wind generation is set to drop.

Technology

The top 10 uses of blockchain technology

Surprise surprise, blockchain is not only about going all in on Dogecoin for a 500% profit or loosing all your life savings to CryptoKitties. There is more to it, far more to it.

The top 10 uses of blockchain technology

Share buy-backs: what it is and why Microsoft does it

When a company buys its own stock it is called a share buyback program. How does it work and why are companies like Microsoft doing it?

Share buy-backs: what it is and why Microsoft does it

Big banks sieged by big tech via cloud

Crypto firms want to step onto the system’s main financial railways much to the dismay of incumbent banks. While this matters, big banks have a bigger problem to deal with… Big Tech.

Big banks sieged by big tech via cloud

Commodities

Brent Crude Oil at $80: Trading the UK Fuel Crisis

Pandemonium is breaking out across the UK with around two thirds of petrol stations completely dry of fuel and the government putting the army on standby. What does this mean for Brent crude oil?

Brent Crude Oil at $80: Trading the UK Fuel Crisis

The link between stubbornly high US inflation and surging commodities

US inflation data has been critical for the market outlook and what the Fed does next, perhaps none more than commodities. After a multi-month pause, are commodity prices ready to resume the early 2021 rally?

The link between stubbornly high US inflation and surging commodities

How to Trade Gold | XAU Trading for Beginners

As one of the oldest forms of money, people instinctually want to trade gold. Learn the different types of gold trading possible and what moves the gold market.

How to Trade Gold | XAU Trading for Beginners

Forex

Candlestick Continuation Patterns | Learn these 5 for Trading Forex

The natural inclination for forex traders is to try and spot price reversals but an under-utilised skill is how to use candlestick continuation patterns to ride a trend further.

Candlestick Continuation Patterns | Learn these 5 for Trading Forex

Using Round Numbers for a Forex Swing Trading Strategy

Institutional traders and forex market makers collectively known as the ‘whales’ usually place their orders at or near round numbers. Learn how to take advantage in your trading.

Using Round Numbers for a Forex Swing Trading Strategy

What is a Trend Line? | Top Trendline Trading Strategies

Trendlines are one of the simplest, yet most powerful tools used by traders. Read on to learn what they are, tips for drawing them and to learn three powerful trendline trading strategies.

What is a Trend Line? | Top Trendline Trading Strategies
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ETFs

This Might be Another Bitcoin ETF Red Herring

The price of Bitcoin has just struck a 5-month high. A lot of the optimism centres around the possible approval of a Bitcoin ETF in the United States this year. But are the SEC really ready to approve one?

This Might be Another Bitcoin ETF Red Herring

How to Invest in Index Funds | With 7 Low-Cost Examples

Index funds are one of the most effective ways to get a full diversified long term portfolio for long term investing at a low cost. It’s easy to start for beginners, read more to find out.

How to Invest in Index Funds | With 7 Low-Cost Examples

Virgin Galactic goes to space and bring back awareness on the space industry

The biggest space event since the first man on the moon happened last weekend. Virgin Galactic’s CEO Richard Branson put his life on the line to prove the capability of its business model. What does this change in the space industry and what is ...

Virgin Galactic goes to space and bring back awareness on the space industry

Bonds

Did September kill the 60/40 portfolio? – Asset Allocation

While investing 60% in equities and 40% in bonds was a safe play for decades, this strategy has faced some obstacles in recent weeks. But should we forget decades of results or just hold steady and look through the noise? Are there ways to ...

Did September kill the 60/40 portfolio? – Asset Allocation

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?

CFDs

CFDs vs Stocks: Which is Better for Trading?

Learn the differences between stocks and contracts for difference (CFDs) as well as the pros and cons for using each one for day trading.

CFDs vs Stocks: Which is Better for Trading?

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!
LiveWire

5 hours ago

Core inflation in the Euro Area at its highest since December 2008

The annual core inflation for the Euro Area climbed to 1.9% in September, its highest rate since December 2008. If we include the volatile prices of energy, alcohol and food, we obtain an inflation rate of 3.4% year over year in September, well above the ECB's 2% target. Meanwhile, the consumer price index was up 0.5% month over month for September. Source: Trading Economics

1 day ago

Housing starts are down in the US

Housing starts fell by 1.6% MoM in the US, to 1.555 million for the month of September, vs. a 1.62 million market forecast. It is their lowest level in 5 months. Source: Trading Economics, US Census Bureau

1 day ago

Some treasury yields back at their Q1 2020 levels

Many Wall Street strategists bet on ever so low Treasury yields, but the market seems to be moving against them in a global bond sell-off. Since the Fed's meeting in September, there are mounting expectations of an interest-rate hike to counter accelerating inflation. Source: Bloomberg