Insights

  • ADBE
    372.09 USD 0.22%
  • T
    16.38 USD 0.43%
  • BRKA
    501198.61 USD -1.19%
  • META
    248.34 USD 1.09%
  • NVDA
    311.79 USD -0.28%
  • NFLX
    363.05 USD -0.64%
  • AAPL
    174.22 USD -0.55%
  • AMZN
    115.02 USD -1.07%
  • MSFT
    321.21 USD 0.89%
  • TSLA
    188.89 USD 4.85%
  • SP500
    4193.05 USD 0.02%
  • MMM
    101.72 USD 2.71%
Are we in a recession? The answer may surprise you

Are we in a recession? The answer may surprise you

People may panic when the times are bad, but things like a long-term strategy and cash on hand can prevent people from behaving irrationally.

Inflation analysis and its implications for the markets

In our analysis we focus on the latest inflation print and try to look under the hood, while we reveal a great opportunity.

ECB „tries“ to fight the inflation

Today's macro report will include an update on the ECB's monetary policy as well as an analysis of the European energy picture.
Germany plans a €65 billion aid package Audio article

Germany plans a €65 billion aid package

Germany wants to relieve residents and businesses from soaring inflation and high energy prices with another €65 billion package.

Russian banks lost 1.5 trillion rubles

Russian banks lost 1.5 trillion rubles in the first half of the year as the war in Ukraine and sanctions pushed them into the red numbers.

Is the housing market cooling down?

Several indicators point to a cooldown in the housing market and that it could draw the world into a recession.
US restricts chip exports to China
NVDA
-0.28%

US restricts chip exports to China

The US government has ordered two leading chipmakers to restrict exports of their powerful products to China.

Jackson Hole statement determined the next move in markets

Jerome Powell delivered an important speech at the Jackson Hole Symposium, which should clearly determined the economy's future.
Weekly macro report – Jackson Hole is our confirmation
SP500
0.02%

Weekly macro report – Jackson Hole is our confirmation

We revealed our key strategy trade - the bear S&P 500 thesis about two weeks ago. In our weekly macro report, we will update all our views.
Yemen faces the possibility of ecological disaster
WTIOIL
-2.02%

Yemen faces the possibility of ecological disaster

The oil tanker Safer is stranded off the coast of Yemen. The UN is trying to raise $80 million to remove it. The private sector must help.

Weekly macro report – European risks and opportunities

The European market is getting hit, mainly impacted by the surge in energy prices, which is reflected in inflation & possible recession.

Germany’s dependence on China has increased

Germany's direct investment and trade deficit with China reached new highs, despite political pressure on Berlin to move away from Beijing.
Norway’s state fund reports a loss of $173.1 billion
BRENTOIL
-1.32%

Norway’s state fund reports a loss of $173.1 billion

The Government Pension Fund of Norway has the largest half-year loss in its 26-year history, losing $173.1 billion from January to June.