Sentiment surrounding global growth has been poor in the last few weeks with growing risks. Geopolitical tensions between US & China, higher rate expectations, angst over stretched US equity positions, slower Chinese data, and lower US earnings expectations have all…
According to recent research from Deutsche Bank Salesforce Inc is a stock that could potentially gain on a productivity boost from the emergence of AI technology. However, a number of analysts are cautious regarding the continued run of AI stocks…
The Nasdaq is typically very sensitive to US interest rates and many analysts are considering the recent Nasdaq rally stretched. However, with US labor data a major focus of the market we may see another shift higher in the Nasdaq…
In the early hours of Tuesday morning UK time the RBA will meet to decide on their interest rate level. Short term interest rate markets are pricing in a 39% chance that the RBA will hike rates again by 25bps.…
Investors have been increasingly concerned about sticker inflation around the world. This, combined with Powell’s recent insistence that two more rate hikes may well be ahead for the US, has resulted in a headwind for the US Nasdaq. The US…
The recent falls in gold have occurred after constant Fed messaging that two rate hikes seems the likely option this year. Higher rates and a stronger USD is a natural headwind for gold. However, the Fed is also data dependent…
Unilever’s incoming CEO, Hein Schumacher, is due to start next week. He will be trying to confront the challenge of boosting sales as the company’s sales trails behind competitors like Nestle and Procter & Gamble. With a strong presence in…
Last week saw more hawkish commentary from Jerome Powell as he affirmed the latest dot plot from the FOMC that two interest rate hikes were likely ahead for the Fed. This hawkish rhetoric, fears that the recent rally in stocks…
After gaining around 16% this year the Dax has rallied up to the highs from January 2022. However, there are increasing calls that the recent rise in stocks, particularly in the US, looks stretched. This has resulted in some calls…
