News and Analysis

Summary Big tech are getting stronger in the pullback The silver lining to the tech sell-off is that the big tech ‘strong are getting stronger’. The cooling of last year’s tech...

UPSIDE RISK: US and allies have dramatic plans to sell oil from their emergency ‘strategic petroleum reserves’ (SPR) to contain $100+ oil prices. The US is targeting sales of 1.0m...

For the last two years, the world has been living through a global pandemic. We started wearing masks, navigated our lives in between lockdowns, and became proficient in rapid...

FOCUS: Markets are nervous and repricing the electoral odds in a tightening (see chart) French presidential election that goes to 1st round polls on Sunday. The stock market has...

A LOW BAR: Global first quarter earnings season unofficially starts next Wednesday, April 13, with JPM leading US bank reports. Consensus has set a low bar for S&P 500,...

TOUGH Q1: There were few places to hide in Q1, with commodities the only asset class in the green. Nevertheless, equities and crypto have seen a sharp rebound out of ‘correction’...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Clovis Oncology Inc. (CLVS), Grid Dynamics Holdings Inc. (GDYN),...

Aave adds more than 40% and Solana shoots 26% higher Bitcoin breached $48K early last week, briefly turning positive for 2022 before falling to $46K as momentum faded. The...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Corbus Pharmaceuticals Holdings Inc. (CRBP), Sundial Growers Inc....

Double-digit altcoin rally pushes total market cap above $2 trillion Bitcoin has surged around 15% over the last week to hit $47K, lifting the total crypto market value back...