Last Week’s Top Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Crowdstrike Holdings (CRWD), NetEase, Inc. (NTES) and Douyu (DOYU)....

PRESSURES: Lack of workers and rising wages are boosting structural growth of automation and robotics to boost productivity. This is a key driver of company's strong investment...

OUTLOOK: The rich-country OECD club is the latest to cut its global economic outlook. With slower 3% GDP growth, down 1.5 points from December, and sticky ‘high-for-longer’...

HIGH STAKES: European Central Bank (ECB) is close to raising interest rates for first time in a decade as it faces a yawning disconnect of 8% inflation and -0.5% rates. This is...

PRICES: Carbon prices have been consolidating after a 2021 surge, but development is accelerating under surface. It’s a big week for Europe’s adoption-leaders, with expanded ETS*...

GROWTH: IEA data shows Q1 global electric car (EV) sales up 75%, taking world fleet to 18.5 million, driven by policy support of subsidies and mandates, and industry action on new...

The Fed response: We don’t think a ‘Fed put’, of measures to limit the equity market decline, exists today or at these levels. The tightening of financial conditions is doing much...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Red Robin Gourmet Burgers Inc. (RRGB), Udemy Inc. (UDMY), Groupon...

BIG QUESTION: Whether we see an economic slowdown or recession is the key question for the $25 trillion US economy and global markets. A slowdown would leave corporate profits...

IDEA: Scandinavian stock markets have a long-term outperformance record (see chart), with a Nordic market the top developed world performer 7 of the past 15 years. This punches...