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Chinese equities were boosted on Monday by a report from Goldman Sachs predicting that the MSCI China index could rally as much as 24% by the end of the year.
And mining stocks hope they are right because BHP announced a 32% drop in half-year profit as a result of rising costs and soft commodity prices, mostly hit by subdued activity in China.
However, rising commodity prices is a scenario of catastrophe for global inflation, and the central bank expectations.
The latest minutes from the Reserve Bank of Australia (RBA) showed that the Australian policymakers considered a 50bp hike at...

The planet is boiling.
Escalating geopolitical tensions combined with the hawkish Federal Reserve (Fed) bets boost demand in the US dollar, while gold sees demand below the $1840 mark.
But the US yields are trending higher on an increasingly hawkish Fed talk, and that could well send the precious metal into the bearish consolidation zone, sooner rather than later.
And the Fed hawkishness is spreading toward Europe. The European Central Bank’s (ECB) Isabel Schnabel warned last week that investors may be underestimating the persistence of inflation, and more importantly the response needed to tame it.
The EURUSD rebounded from the...

The equity marathon that kept going on for questionable reasons since Tuesday ended in tears yesterday, with the arrival of a new set of economic data that crushed the optimistic rhetoric of soft landing.
Released yesterday, the latest data showed that US producer price inflation rose more than expected on a monthly basis, both for headline and core data, and the core PPI eased less than expected – similar to what we saw in the CPI data, BUT the Philli Fed manufacturing index was a disaster with an unexpected drop from -8.9 to -24.3 – the expectation was a -7.4...

Do you remember we were predicting a recession, that was supposed to hit the US and the global economy at the start of the year?
A recession that would hit equities and boost bonds ?
Well, forget about all that, it’s not happening.
The US jobs data remains strong, inflation continues coming lower but the downtrend gives signs of slowing. And yesterday’s US retail sales data came as a cherry on top, with an eye-popping 3% rise in retail sales last month; it was the biggest jump in the past two years.
The S&P500 ended the session 0.28% higher, while...

Bitcoin NFTs are dominating the transactions on the network right now, but is it here to stay?

00:00 Intro
00:20 Preview
00:34 Bitcoin
05:46 Ethereum
09:27 Uniswap
10:24 Sandbox
11:47 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote
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Discover our brand and philosophy: https://swq.ch/wq
Learn more about our employees: https://swq.ch/d5
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Looking at the market pricing, you could’ve hardly guessed, but yesterday’s US inflation report was not brilliant.
But US stocks gave a mixed reaction. Why?! Why did people buy equities on strong inflation data yesterday, is the main topic of today’s Market Talk.
Still, treasury markets seemed more down to earth, as the US 2-year yield ticked to the highest levels since last November, activity on Fed funds futures gave a little more than 12% probability for a 50bp hike at the next FOMC meeting, versus around 9% at the start of the week.
But the dollar index remained stuck...

Market bulls have endless optimism this year, it is amazing. Whether it is funded or not, is yet to be seen.
Inflation could help answer that question today.
A few indicators point at a certain uptick in inflation in January figures, and the expectation is that the US headline CPI may have slowed to 6.2% in January, from 6.5% printed a month earlier, on a yearly basis.
A sufficiently soft, or ideally a softer-than-expected CPI read today should give an additional boost to the equity bulls while a stronger inflation read could easily bring the Fed hawks back to the...

US equities recorded their worst week since the year started.
Hawkish comments from many Federal Reserve (Fed) members hammers sentiment, as stress mounts before the much-important US CPI data due Tuesday.
If US inflation hasn’t eased, or eased enough, or God forbid, ticked unexpectedly higher on yearly basis, we could rapidly see the post-NFP optimism, and the pricing on the goldilocks scenario to leave its place to fear and chaos.
At the start of the week, the activity on Fed fund futures hints at around 91% chance for a 25bp in the next FOMC meeting, and around 9% chance for...

How can whales control a DeFi protocol, such as Uniswap? We're discussing the governance vote that was influenced by a VC due to their investment. Is this the first crypto cartel?

00:00 Intro
00:24 Preview
00:34 Bitcoin
07:27 Ethereum
10:02 Uniswap
12:10 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote

_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr
_____
Discover our brand and philosophy: https://swq.ch/wq
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH

Why did the Bitcoin price just reach 40'000 in Nigeria and how can you trade it? We'll discuss the most important topics before the FED Meeting today!

00:00 Intro & event notice
00:22 Preview
00:35 Bitcoin
07:08 Ethereum
07:56 Aave
08:39 Ethereum Classic
10:06 Polygon / Matic
11:15 Subscribe & Good bye

#crypto #cryptonews #cryptotrading #swissquote
_____
Learn the fundamentals of trading at your own pace with Swissquote's Education Center. Discover our online courses, webinars and eBooks: https://swq.ch/wr
_____
Discover our brand and philosophy: https://swq.ch/wq
Learn more about our employees: https://swq.ch/d5
_____
Let's stay connected:
LinkedIn: https://swq.ch/cH