Meta moves?
Meta has said that new WhatsApp features will begin rolling out across the world over the coming weeks. However, jobs cuts at Meta have painted a dour picture of growth for the company. In December last year jobs were cut…
Trading Ideas
Dive into daily market insights and trading opportunities in equity, forex, and commodity markets with our esteemed analyst Giles Coghlan. His cutting-edge analysis has been featured in Reuters, Business Insider, WSJ, Financial Times Adviser, NBC, LBC Radio, CoinTelegraph, Guardian Observer, National Express, and numerous other prestigious financial outlets.
Will the EURGBP gain on the BoE decision?
The Bank of England meet on Thursday and there are signs of disinflationary forces are already at work. UK headline and core inflation has been falling from October highs of last year, so the BoE may be inclined to hold…
Is now Nasdaq’s time?
Ever since the SVB and Credit Suisse banking crises markets have been worried about contagion fears. The question is this , ‘will the Fed change their policy path in light of the recent banking sector strains’. Furthermore, even if they…
Put Merck to work?
Merck & Co is a multinational health care US company which is based in New Jersey. Originally founded in Germany Merck is known for its development of medicines, vaccines, and biological therapies. With Goldman Sachs raising their probability of the…
BMW bounce?
BMW is expecting 20% of total sales to be from fully electric models by 2024 and expects 50% of all total sales well ahead of 2030. So, BMW’s electric shift is picking up pace and the manufacturer is looking well…
Microsoft Moves Ahead?
Since the fall out from the SVB banking crisis the moves in Microsoft have been fairly modest. Despite the larger falls in the major US indices Microsoft share prices have been fairly stable. So, there is an old saying in…
Silver set to surge?
The Fed is set to meet on Wednesday this week and speculation is growing that silver will surge on falling real yields. The logic is that the SVB crisis will send yields lower on less aggressive Fed rate expectations, but…
Huge US jobs focus for Friday!
On Friday March 10 the US will release it’s jobs report for February. In the Fed’s thinking a ‘tight’ (strong) labour market is inflationary. So, if the jobs print comes in above 325K and average hourly earnings above 4.8% the…
American Express: A Flexible Recession Friend?
Whether the US has a hard, soft, or even no landing is a matter of debate. However, many analyst are expecting a slow down in the US economy and rising interest rates mean higher charges for customers who have credit.…
A Powell push?
On Wednesday March 08 Jerome Powell will give his semi-annual monetary policy testimony to the House Financial Services Committee. This testimony is known as the ‘Humphrey-Hawkins’ testimony and it is a bi-annual report given to congress. The testimony is a…