News and Analysis

CRYPTO: Crypto optimism is back ahead of Thursday’s first final SEC decision on a spot Ethereum ETF. Bitcoin is back over $70,000 but it's Ethereum that has taken the recent...

Major developments for the week: Wisconsin Investment Board buys $100m of Bitcoin ETFs Bitcoin ETFs saw net inflows of $948.3 million last week SEC to decide on...

MACRO: It’s been a good US results season, with earnings up 8% and 80% stocks beating forecasts. It’s been the twin pillar of May’s rebound and this nascent bull market, alongside...

WHALES: The 13F first quarter portfolio updates of the highest profile US fund managers, from Warren Buffett to Stanley Druckenmiller, gives insight into their thinking and is...

RALLY: The commodity comeback is broadening. With depressed heavyweights from natural gas to wheat now following ‘Dr. Copper’s’ strong lead higher. These big three of energy, ag,...

Major developments for the week Lido releases a proposal for Lido Alliance; an Ethereum-aligned ecosystem built around stETH Bitcoin ETF products sees net inflows of...

MEME: The faded loss-making consumer-focused meme stocks of 2021, from GameStop (GME) to AMC Entertainment (AMC), are rallying again. We see some similarities with the 2021 surge...

MARKET: US stocks are closing in again on new all-time highs. As Q1 earnings season has validated the slowly broadening earnings recovery. Whilst the Fed has kept the door open to...

TRADE: Container and Bulk shipping rates are a fraction of pandemic shock levels but also well above their lows. The shipping industry moves 90% of global trade, making it a...

CATALYST: It’s a big summer of sports, from the Olympics to Euro 2024 football. This is a key potential catalyst to end the post-pandemic performance hangover for our basket of...