Opinions
- James Hyerczyk
U.S. policy shifts may destabilize Europe’s natural gas supply, affecting energy security.
- Vladimir Zernov
A series of attacks on vessels in Red Sea did not provide any support to oil prices.
- James Hyerczyk
Davos 2024 tackles trust, crypto mainstreaming, and uncertain global forecasts, urging sustainable growth strategies.
- James Hyerczyk
December CPI crucial for Federal Reserve’s immediate rate decisions with a rise causing market volatility and a drop spurring growth and rate cuts.
- James Hyerczyk
Fitch forecasts 2.1% global growth in 2024, down from 2.9%, urging investors towards defensive stocks, bonds, and diverse assets for stability.
- James Hyerczyk
Fed’s possible 2024 rate cuts could boost interest-sensitive sectors, tech, and consumer stocks, urging diversified investment strategies.
- James Hyerczyk
The Fed’s decisions and remarks from Chairman Powell will critically influence near-term financial market trends, from Treasury yields to Wall Street.
- James Hyerczyk
November CPI crucial for Fed’s rate decisions; stable headline CPI but high core inflation; Fed seeks more evidence for rate cuts.
- James Hyerczyk
The impending OPEC+ decision on production cuts is a critical juncture, poised to significantly impact crude oil futures and market stability.
- Phaedros Pantelides
Geopolitical instability has widened in 2023 and the outcome of the various tensions both on a political and military level, could potentially define the way we live for years to come.
- Vladimir Zernov
China does not have too many options if it wants to reallocate its reserves, and gold is one of the few viable alternatives to U.S. Treasuries.
- Vladimir Zernov
U.S. government bond prices are falling, and some money is moving into gold markets amid rising geopolitical tensions.
- James Hyerczyk
Earnings season shows mixed results, putting pressure on the “Magnificent Seven” amid high valuations.
- Vladimir Zernov
Venezuela cannot raise oil production quickly, so traders will remain focused on Israel – Hamas conflict.
- James Hyerczyk
As tensions between Israel and Hamas escalate, markets become predictably unpredictable, fueling volatility across various asset classes.
- James Hyerczyk
Vietnam’s PDP8, backed by $15.5B from G7, makes it a rising LNG player, potentially affecting global gas prices across short to long-term horizons.
- James Hyerczyk
Rising Treasury yields hit Nasdaq-100, signaling a bearish October; megacap tech stocks are especially vulnerable, impacting the broader market.
- James Hyerczyk
Amid global economic turmoil and rising governmental instability, gold’s (XAU/USD)’s resilience shines as central banks brace for impact.
- James Hyerczyk
The Federal Reserve’s insights on economic trends and Powell’s comments post-meeting could significantly sway gold prices and diverse stock sectors.
- Vladimir Zernov
Fundamentals are bullish, but technical indicators show that oil markets are overbought in the near term.