We expected the central bank community to refrain from rate hikes in the event of Russia invading Ukraine. Yesterday ECB official Holzmann said that the central bank might delay ending…अधिक पढ़ें
It is with great sadness and with a heavy heart we have to conclude that Europe is at war and without any provocation from its part. Russian attack on Ukraine,…अधिक पढ़ें
Yesterday we saw a relief rally in stocks as a threat of a swift conventional attack on Ukraine didn’t materialize yet. Instead, Putin used the frog in the pot method…अधिक पढ़ें
Once again gold has rallied while stocks and cryptos have dived deeper, just as we have warned in the recent reports. There is a slow-motion war going on in the heart…अधिक पढ़ें
After two weeks of weakness created by the Russia-Ukraine conflict risky assets are trending lower and gold higher. German DAX sold off today as the German manufacturing PMI disappointed and…अधिक पढ़ें
Bitcoin traded lower yesterday as gold rallied. It was our view (four days ago) that “it’s likely that Bitcoin stays medium-term bearish below last week’s high. A rally above 46000…अधिक पढ़ें
The FOMC minutes published yesterday moved the markets sending the USD lower and the US equity indices higher. The minutes didn’t give any indications of the Fed officials being ready…अधिक पढ़ें
Crude oil started to sell off very soon after we published yesterday’s report. We warned about the market being quite extended and vulnerable to good news. It was our view…अधिक पढ़ें
USOIL bulls are driving the price of oil higher as the (mad) rush to save the climate has run into execution problems. There’s nothing wrong with being environmentally friendly but…अधिक पढ़ें
After breaching 2% on Thrusday the benchmark 10-year Treasury yield retraced to 1.92% but this didn’t stop the dollar from rallying and pushing stocks and major dollar counterparts lower. Equity…अधिक पढ़ें