In the first half of the year, European stocks have really grown in their hunger for risk. Some of the biggest returns within European stocks have been stocks, banks, electric…
There is a huge battle going on for crypto dominance and Bitcoin has one distinct disadvantage over Ethereum; it is too static in its development. Well, this is the case…
Here is a collection of some of the arguments for equity selling and further buying. The buy side The broad fiscal policies have prevented business failures and also kept savings…
Crop prices have been on a strong rally this year. As global food inflation fears grow the strong bullish momentum for agricultural prices have reached new highs. Coupled with crop…
April’s NFP jobs report was bad. Very bad. One aspect that was mooted around the time of the release was that there were seasonal adjustment issues. However, it has been…
A recent article from Bloomberg indicated that inflationary pressures are starting to build. PPI metrics in the US and China are starting to show that producers are facing higher prices.…
1. The dollar’s early rebound at the start of this year is not expected to last BI conducted a survey around April 9-16 and found that ~60% of 121 respondents…
Corn has been on a strong run higher over the last months in line with commodities generally. Vaccine optimism, reflation expectations, and a weak USD have all lifted commodities. Corn,…
The news last week that Johnson and Johnson’s vaccine caused blood clots sent a shiver down markets mid-week. However, once the headline was digested it was realised that there were…
This is one of the great ironies of life. Those who need it the least, get it the most. That’s what happened in 2020 as the richest 1% of US…