REORGANISATION: Some of the largest tech stocks could be changing sectors in a proposed 2022 reorganisation of GICS*. This could significantly boost the size of the financials and...

METAVERSE: The metaverse incorporates video, augmented and virtual reality. Also, a shared architecture allowing virtual goods and identities to move between platforms. The term...

CARBON: Carbon prices are among the new kids on the commodity block. Europe’s ETS carbon price is +170% this year, a multiple of the Bloomberg commodity index, and behind only the...

SOARING: Used car prices continue to hit new highs led by vans and SUVs. The market is still unbalanced, extending the bullish price cycle. This is boosting car dealers, leasers,...

GROWTH: Digital currency (CBDC) momentum is accelerating (chart). CBDC Tracker shows launches by Bahamas (Sand dollar) and Nigeria (e-Naira). Bank for International Settlement...

BE GREEDY: Warren Buffett said to ‘be greedy when others are fearful’. The weekly American Association of Individual Investors survey shows a collapse in bullish views, and a...

GROWTH: 39-member OECD ‘rich country’ club kept its GDP growth outlook at 4.5% for next year, despite rising virus risks. Pandemic resilience is rising, and monetary and fiscal...

HOLIDAY SALES: Black Friday and Cyber Monday Thanksgiving weekend retail sales results are in. They were solid, a relief, but reflected covid disruptions. Stronger numbers are...

RESILIENT: Economies, consumers, companies are more resilient to each virus wave. We are heading into a fourth virus wave, regardless ‘omicrom’ variant details.  It's a position...

STRESS TEST: Equities have passed a big stress-test so far, with the recent sharp repricing of Fed interest rate hike expectations. S&P 500 is up 9% this quarter even as...