Weekend Reads September 29th
This week the Federal Reserve raised its interest rates. The Italian government decision to present a higher than expected budget…
This week the Federal Reserve raised its interest rates. The…
FAANGM – Are We at IT Bubble Levels…Fed Ending the Party
They say history does not repeat itself but it rhymes. Today FAANGM stocks, Facebook (FB US), Amazon (AMZN US), Apple…
They say history does not repeat itself but it rhymes.…
Seven Reasons Why Cross-Asset Volatility Is (Too) Low
By Andreas Steno Larsen, Nordea Markets Despite a trade war, a flat USD yield curve and shrinking central bank liquidity,…
By Andreas Steno Larsen, Nordea Markets Despite a trade war,…
Cryptocurrencies – Ripple Rallies to Become 2nd Biggest Currency after Bitcoin
The cryptocurrency Ripple (XRP) has recently rallied to become the 2nd largest cryptocurrency by total market capitalization after Bitcoin (BTC).…
The cryptocurrency Ripple (XRP) has recently rallied to become the…
To Fear or not to Fear?
We have had several pundits talk about potential risks and scenarios of falling markets going forward. How bad will the…
We have had several pundits talk about potential risks and…
Macro and Credit – White Tiger
By Martin, T., Macronomy “Earnings don’t move the overall market; it’s the Federal Reserve Board… focus on the central banks,…
By Martin, T., Macronomy “Earnings don’t move the overall market;…
Italy – Government to Release Fiscal Plans on September 27th – Watch the Banks
The Italian government will present their budget on the 27th of September. Financial markets (and EU) are mainly focused on…
The Italian government will present their budget on the 27th…
Volatility and the Fragility of the Medium – Must Read Piece
Another must read piece on volatility, fragility, liquidity and what to expect going forward. The below is the introduction to,…
Another must read piece on volatility, fragility, liquidity and what…
Brexit – Stocks with Biggest Exposure to a Hard Brexit
A hard Brexit seems more likely post the recent breakdown of negotiations between UK and the EU. Companies with large…
A hard Brexit seems more likely post the recent breakdown…
Weekend Reads September 22th
Most of the previous weeks’ front pages concerns still remain. Let it be trade-wars, the economy, elections and so forth.…
Most of the previous weeks’ front pages concerns still remain.…
Amazon Entering the Speaker Market Could be Devastating
Amazon (AMZN US) is entering the speaker market, with the Alexa enabled amplifier, receiver and subwoofer. This could potentially be…
Amazon (AMZN US) is entering the speaker market, with the…
Tencent Music IPO – Potentially Negative for Spotify
Tencent Music Entertainment is lowering the amount of capital in conjugation with the IPO. This could be a negative signal…
Tencent Music Entertainment is lowering the amount of capital in…