News and Analysis

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...

Monday November 29th is "Cyber Monday." Since early November, shoppers worldwide have been hunting Cyber Monday shopping day deals. This annual mainly Internet event is soaring in...

SOME HEALING: We are seeing signs of supply chains readjusting to the huge demand and dislocations seen this year. Our supply chain ‘pain’ index is down 20% from early October...

LESS UPSIDE RISK: A ‘fourth wave’ of global virus cases is underway (see chart) as we head into the northern hemisphere winter. This will dampen but not derail the economic...

RISKS: Brent crude is -8% from $86/bbl to $79 on rising virus cases and talk of a Strategic Petroleum Reserve (SPR) release from US, China and others. US has 600 million bbls in...

The year is not even over yet, and 2021 is set to go down in stock market history as the one to beat for taking the most companies public. Here’s what you need to know. As the...

MANA, Enjin, and Zcash rise against the falling crypto market   The crypto market has cooled off over the last week, with only a few altcoins escaping the downturn as...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for SweetGreen (SG), Lucid Group Inc. (LCID), BioNTech SE (BNTX),...

Summary Focus: The green commodities boom An accelerating carbon-transition is supporting higher-for-longer commodity prices. Demand for ‘green’ metals, from cobalt and lithium,...

ALL-CONQUERING: The US dollar has conquered all this year, outperforming 85% of the 30 major global currencies we track. It has been boosted by the sharp re-pricing of Fed...