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Unsurprisingly, Monday’s price action was mostly about oil. The barrel of American crude settled around 8% higher than last Friday’s levels after OPEC announced that it will cut production by more than a million barrels per day. WTI closed the session above the $80pb.
Oil stocks rallied, leading to small gains in the S&P500. Nasdaq fell.
But ‘happily’, soft US ISM manufacturing data came to tame inflation pricing.
Also, the Reserve Bank of Australia (RBA) decided not to hike the interest rates by 25bp at today’s monetary policy meeting. The latest slowdown in inflation and household spending convinced the Australian...

OPEC surprised on Sunday and cut its production by 1 mbpd.
The barrel of American crude rallied, equities and sovereign bonds fell on higher inflation expectations, the US dollar gained.
The stronger dollar will likely weigh on most G7 currencies, but oil currencies, like the Loonie, are in a good position to outperform their non-oil peers.
Likewise, oil giants should get a boost from the latest OPEC decision, whereas the rest of the indices will likely come under renewed selling pressure as a result of rising rate hike expectations amid higher oil prices.
Listen to find out more!

March preliminary inflation figures from the Eurozone confirmed that headline inflation in Europe eased by a big chunk in March, thanks to the base effect - as we know compare war months to war months, but core inflation looks sticky, giving support to the European Central Bank (ECB) hawks and the euro bulls.
In the US, the US dollar is sitting at the low levels of the Silicon Valley Bank (SVB) collapse, and despite hawkish comments from Federal Reserve (Fed) officials – hinting at further rate hikes to tame inflation – the banking stress and soft economic data prevent the...

Treasuries were flat to cautiously sold on the short-end and capital flew into riskier assets as bank stress further waned on Wednesday.
The US 2-year yield consolidated above the 4% mark, gold retreated to $1955 per ounce this morning, whereas the S&P500 rallied 1.42%, pulled out the 50-DMA offers and closed above the 4000 mark. Nasdaq 100 rallied nearly 2% and entered bull market.
But it’s important to remember that sentiment remains fragile after such a shaky month for banks.
And more importantly, if attention could finally shift to economic data, and economic data is not ideal, we could see...

Is ETH a commodity or a security and what type of implications would we face if it is decided to be either? That is the topic in today's market talk!

00:00 Intro
00:18 Preview
00:39 Cryptonews
01:48 Bitcoin
05:22 Ethereum
07:36 Polygon
11:07 Subscribe & Good bye

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Investor sentiment improves as price action in bank stocks point at waning stress.
Treasuries give back gains on the back of weaker risk aversion and stocks come under the pressure of rising yields, which means – if banking stress wanes, the US will go back to fighting inflation.
In individual stocks, investor mood in Asia was not bad this Wednesday. Alibaba – which jumped more than 14% in New York yesterday, boosted sentiment in Hong Kong, while AMC rallied on news of a possible acquisition from Amazon.
In the FX, it could be time for the US dollar to halt...

Recovery in bank stocks improved market sentiment on Monday.
Calm, and rally in bank stocks yesterday stabilized the market mood. Gold tipped a toe below $1950 per ounce, while the US 2-year yield flirted with the 4% mark – on bet that if the bank crisis is over, we could go back to our lives and worrying about inflation, again.
The S&P500 closed 0.17% up, while the rate-sensitive Nasdaq fell 0.74%.
Of course, if the banking stress further eases, we should see sovereign yields recover a part of the recent retreat.
Yet, the pricing of recession is now in play,...

Sentiment is mixed, as the Deutsche Bank selloff revived the banking stress on Friday – DBK is doing better this morning – phew!
The German 2-year yield fell and the US 2-year yield tanked to 3.55%, the lowest since last September.
Activity on Fed funds futures gives more than 85% chance for a no rate hike in May.
Besides the Federal Reserve (Fed), the Bank of Canada (BoC) and the Reserve Bank of Australia (RBA) are also seen as central banks that could rapidly go back to cutting the interest rates.
And the European Central Bank (ECB) could well be...

The new market game is being played between two camps: ‘the financial stress and how the authorities are dealing or promising to deal with potential renewed turmoil’ camp, and ‘the recession worries’ camp.
While the recession worries are not entirely bad for the stock valuations – at least in the immediate term, as they pull the yields lower, the financial stress is much less welcome, and there is a much stronger consensus among investors that… financial stress is bad.
The US 2-year yield is now headed to the levels, around 3.80%, that were tested when the SVB collapsed.
On the...

Yesterday’s Federal Reserve (Fed) decision was relatively hawkish.
The Fed raised the rates by 25bp, as broadly priced in, but Fed Chair Jerome Powell signaled that there would be another 25bp hike on the wire before this tightening cycle ends. QT and dot plot were unchanged.
Stocks fell, while Treasuries rallied as a sign that not everybody interpreted the Fed decision equally dovish, or hawkish.
US futures are in the positive at the time of recording. It is well possible that the post-FOMC equity selloff quickly reverses, at the falling yields is supportive of equity valuations – if financial stress...