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The selloff in US sovereign bonds reversed yesterday after a solid demand for the US 3-year bond auction counterweighed a bulk of hawkish comments from Federal Reserve (Fed) members.
The S&P500 eked out a small gains even though the New York Community Bank Corp plunged another 22% on Tuesday after Moody’s downgraded its rating to ‘junk’. In the bright spot was Palantir – a data analytics company, jumped 30% after announcing AI-related revenue earlier than thought. Their commercial revenue soared by 70% compared to the same time last year as the deal flow rose to a level that no one...

The selloff in US bonds extended to a second day on the back of crowded hawkish comments from Federal Reserve (Fed) members and on the surprising strength for the US economy. The US dollar extended its rally above the 100-DMA and equities retreated, except for Nvidia – Nvidia shares gained almost 5% to a fresh high after Goldman Sachs upped its PT to $800 per share. Tesla extended losses.
Zooming out, the OECD also warned central bankers that it’s certainly too early to declare victory on inflation because growth remains resilient, revised its US forecast higher and Euro area forecast...

Friday’s abnormally strong jobs data resonated like a bomb across the financial markets. The US economy added 353’000 nonfarm jobs last month versus the consensus of around 185’000 new job additions. The average wage growth unexpectedly accelerated to 4.5%, and the unemployment rate remained steady at 3.7%.
As such, a March rate cut from the Fed looks like a pipe dream. Activity on Fed funds futures now gives less than 20% chance for a rate cut to happen in March. And the probability of a May cut has fallen to around 70%, whereas the market was pricing a May cut...

Three US tech giants revealed their Q4 results yesterday, after the bell and the results were mixed. Meta jumped 15% in the afterhours trading, Amazon gained a bit more than 2.5% while Apple shares tumbled almost 3%. Today, Exxon and Chevron are due to announce how well they did last quarter.
On the macroeconomic front, the Bank of England (BoE) kept its rates unchanged yesterday but opened the door to rate cuts mentioning ‘good news on inflation’. Cable rebounded despite a dovish takeaway from the MPC meeting as the US dollar fell sharply despite better-than-expected ISM manufacturing survey. In the...

One project we haven't talked about for a long time is Polkadot. They just recently had a developer conference with some news, that could be relevant for traders!

00:00 Intro
00:21 Preview
00:31 Bitcoin
04:02 Ethereum
06:48 Polkadot
09:21 Subscribe & Good bye

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We knew that yesterday was not going to be a bright day, as Microsoft, Google and AMD have all seen a negative market reaction to their fantastic quarterly results that failed to match the huge market expectations. And a surprise Q4 loss at New York Community Bancorp revived the bank worries and sent the yields tumbling, even though the Fed pushed back on expectations of a March rate cut. He signaled talks regarding QT unwinding however!
The US dollar swung between gains and losses yesterday, and is slightly above its 200-DMA at the wake of the latest Fed decision. The...

We had good news, bad news and news that are fundamentally good for the economy and bad for the global rate cut expectations.
The European economies performed better than expected last quarter, but we see an uptick in latest inflation metrics. The US companies announce more layoffs, but the job openings increased in December.
The Federal Reserve (Fed) will announce its latest decision today as investors will be hunting for clues about the timing of the first rate cut.
In the corporate space, Microsoft released its latest quarterly results after the bell yesterday. Both earnings and revenue were better than...

It was yet another day, and another record high for the US major stock indices. The S&P500 traded to 4930 for the first time, driven higher by falling US yields after the US Treasury surprisingly cut its quarterly borrowing estimate, on hope that five of 7 Magnificent stocks will surprise positively when they reveal their results this week, and on hope that we might hear something relatively dovish from the Federal Reserve (Fed) meeting this week.
Microsoft, AMD and Google are due to report earnings after the bell, and the Fed will announce its latest policy decision on Wednesday.
The...

US crude jumped past the $79b level this morning on escalating tensions in the Red Sea. The European and American futures are slightly in the negative at the time of writing, and stocks in Hong Kong and China were better bid on Monday as China imposed ban on short sellers, but the gains remained short-lived after a HK court ordered Evergrande’s liquidation. Globally, we see a limited risk appetite at the start of a week packed with economic data, central bank decisions and corporate earnings.
The Fed will keep rates unchanged this week, and Powell will likely say the same...

The euro traded south yesterday, as the European Central Bank (ECB) Chief Christine Lagarde reckoned that growth and inflation are slowing, while insisting that the rate cut decision will be data dependent.
Across the Atlantic, the US released its latest GDP update and the data was as good as it could possibly get. Yesterday’s US GDP data was the definition of goldilocks in numbers: good growth, slowing inflation. A dream comes true…?
Oil bulls finally got the positive breakout that they were looking for in oil prices.
The US dollar index ticked higher yesterday, as the euro fell across board...