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Traders’ Positioning Shows Preference for Silver vs Gold Price

Action in the metals market is heating up. Gold prices have broken down to fresh lows for the year over the last week while silver prices have remained well supported.

Traders’ Positioning Shows Preference for Silver vs Gold Price

AR/VR: the next frontier for tech giants?

The Augmented Reality (AR) market is expected to grow from USD22 billion in 2021 to USD88 billion in 2026, more than 30% annually. The tech giants are all involved, but who is leading the race?

AR/VR: the next frontier for tech giants?

Stocks

AR/VR: the next frontier for tech giants?

The Augmented Reality (AR) market is expected to grow from USD22 billion in 2021 to USD88 billion in 2026, more than 30% annually. The tech giants are all involved, but who is leading the race?

AR/VR: the next frontier for tech giants?

Where will the Nasdaq bottom?

Why is the Nasdaq falling? The Nasdaq took a 5% hit last week after higher-than-expected US CPI data (8.3% vs 8.1% forecasted). The upside surprise was a discouraging read, going against the consensus view. The most striking part was the unexpected increase in core prices (ex food and energy), rising for the first time in six months.

Where will the Nasdaq bottom?

Crypto

The Bitcoin Price outlook against a Strong USD

Bitcoin prices have been hovering around the USD20'000 mark for quite some time now, here we explore what might be the potential price catalyst from a US Dollar valuation perspective.

The Bitcoin Price outlook against a Strong USD

The recent surge in Bitcoin – what does it mean?

In the last couple of weeks, Bitcoin has been steadily rising in price, with the token at one point briefly moving above USD25'000, its highest over the past two months and up over 40% from its June lows. This begs the question: have we seen the bottom of this downward trend?

The recent surge in Bitcoin – what does it mean?

Macro

What is a Fed pivot?

The US economy suffered two consecutive quarters of negative GDP growth. PMIs too are declining. Hence, it isn’t surprising to see some recessionary indicators worsening and some anticipate a Fed pivot. What is a Fed pivot?

What is a Fed pivot?

MonthlyFlow - September 2022

       There wasn’t going to be a pivot: The FED crushed any hope of a "dovish pivot", but this should not be a surprise If disinflation continues, markets should move higher into the end of the year We remain relatively cautious but believe the outlook for risk assets has improved

MonthlyFlow - September 2022

Asset allocation

MonthlyFlow - September 2022

       There wasn’t going to be a pivot: The FED crushed any hope of a "dovish pivot", but this should not be a surprise If disinflation continues, markets should move higher into the end of the year We remain relatively cautious but believe the outlook for risk assets has improved

MonthlyFlow - September 2022

If the US sneezes...

With a second consecutive quarter of negative growth, the question of a US recession is becoming a hotly debated topic. But, in our view, it would be hasty to declare defeat. Indeed, if you look more closely, you see a much more nuanced - and resilient - economic landscape than the official GDP figure indicates.

If the US sneezes...
LiveWire

18 minutes ago

#Oil drops amid darkening outlook #WTI $XLE #trading

Oil is headed for its longest decline of weekly losses this year as officials around the world have stepped up the speed at which they are tightening financial conditions, in turn darkening the energy demand outlook. WTI is set for its fourth consecutive weekly loss and its first quarterly loss in more than two years. While USD78.8 per barrel could hold, WTI could be headed to re-test its support at USD72 or below. A halt to rising Treasury yields or a change of market momentum is likely needed to improve investors' mood. 

5 hours ago

#Stoxx50 & $spy in red #stocks #markets #trading

Risk assets are under pressure this morning as investors weigh the implications of rather very hawkish central banks from developed economies. UK GfK September Consumer Confidence fell to -49, the lowest in records. And German PMIs too show deterioration, falling below expectations and forecasts. EU (PMIs) numbers are expected to come out soon.

1 day ago

#GBP drops despite #BOE rate hikes

The Bank of England raised rates by 0.5% for the second time consecutively. Officials called the BOE to join global peers in raising rates even faster to fight inflation. Rates are now 2.25%, with rates rising for the 7th consecutive time in a row, with officials voting to tighten policy at every meeting since December. 

1 day ago

#CHF declines following #SNB decision #fx #trading

The Swiss franc dropped and USDCHF broke key resistance level as the Swiss National Bank raised rates by 75 basis points, in line with the 75bps forecasted by markets. 

2 days ago

The Fed raises rates by 75bps #fed $spy #USD #trading

The Fed raises rates by 75 basis points and sees another 125 bps room until the end of the year. Moreover, the committee sees the terminal rate for this hiking cycle at 4.6%, up from 3.8% in the June dot plot. The dollar is roaring, while stocks and bonds are down following the release.

Technology

AR/VR: the next frontier for tech giants?

The Augmented Reality (AR) market is expected to grow from USD22 billion in 2021 to USD88 billion in 2026, more than 30% annually. The tech giants are all involved, but who is leading the race?

AR/VR: the next frontier for tech giants?

Where will the Nasdaq bottom?

Why is the Nasdaq falling? The Nasdaq took a 5% hit last week after higher-than-expected US CPI data (8.3% vs 8.1% forecasted). The upside surprise was a discouraging read, going ...

Where will the Nasdaq bottom?

Gaming: Opportunities hiding in plain sight?

Sales in the video gaming industry are tipped to grow by 50% in the next 5 years, with most of the growth coming from social & casual gaming. What could be the top trading opportunities to take advantage of ...

Gaming: Opportunities hiding in plain sight?

Commodities

Traders’ Positioning Shows Preference for Silver vs Gold Price

Action in the metals market is heating up. Gold prices have broken down to fresh lows for the year over the last week while silver prices have remained well supported.

Traders’ Positioning Shows Preference for Silver vs Gold Price

Falling European Energy Prices & Market Sentiment

The energy crisis has ballooned into one of the key economic factors of 2022. With rising global inflation and the so-called cost-of-living crisis dominating headlines, rising gas prices are front and centre for markets. 

Falling European Energy Prices & Market Sentiment

Crude Oil Price: Weak Growth & Energy Rationing

There has been a significant breakdown in crude oil prices this week. WTI crude fell below $90 while Brent is back under the psychologically and technically significant $100 level.

Crude Oil Price: Weak Growth & Energy Rationing

Forex

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?

CHF supports not waning yet | USDCHF & EURCHF

The reversal in fortune for the Swiss Franc has been one of the more interesting market stories this year. Following initial weakness as the US Dollar soared higher over Q1 & Q2, the Swiss Franc has since rebounded almost 7% ...

CHF supports not waning yet | USDCHF & EURCHF

EURCHF Parity Could Signal Further Euro Declines

The steep drop in the euro has come back into focus this week with EURUSD plunging to fresh 2022 lows, now down over 11% on the year. However, perhaps the most notable development is EURCHF holding below ...

EURCHF Parity Could Signal Further Euro Declines

Bonds

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.

Positive real rates, the latest headwind for stocks?

US inflation-adjusted bond yields are about to turn positive for the first time since March 2020 in a surge that is adding further pressure on rate-sensitive corners of financial markets. What are the implications for ...

Positive real rates, the latest headwind for stocks?
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LiveWire

18 minutes ago

#Oil drops amid darkening outlook #WTI $XLE #trading

Oil is headed for its longest decline of weekly losses this year as officials around the world have stepped up the speed at which they are tightening financial conditions, in turn darkening the energy demand outlook. WTI is set for its fourth consecutive weekly loss and its first quarterly loss in more than two years. While USD78.8 per barrel could hold, WTI could be headed to re-test its support at USD72 or below. A halt to rising Treasury yields or a change of market momentum is likely needed to improve investors' mood. 

5 hours ago

#Stoxx50 & $spy in red #stocks #markets #trading

Risk assets are under pressure this morning as investors weigh the implications of rather very hawkish central banks from developed economies. UK GfK September Consumer Confidence fell to -49, the lowest in records. And German PMIs too show deterioration, falling below expectations and forecasts. EU (PMIs) numbers are expected to come out soon.

1 day ago

#GBP drops despite #BOE rate hikes

The Bank of England raised rates by 0.5% for the second time consecutively. Officials called the BOE to join global peers in raising rates even faster to fight inflation. Rates are now 2.25%, with rates rising for the 7th consecutive time in a row, with officials voting to tighten policy at every meeting since December.