Will Tech Earnings Deliver?
U.S. equities are down to start the week as investors look forward to the Fed’s next interest rate hike decision on Wednesday. As we progress through earnings season, large-cap tech is under the spotl...
30 Jan 202336min
The Nuclear Investment Opportunity
In this inaugural episode of Looking for the Upside, Andreas Steno Larsen and Mark Nelson, managing director at Radiant Energy Group, explore opportunities in nuclear power and uranium for 2023. Mark ...
29 Jan 202345min
Will China's Economy Come Out Swinging?
China bids adieu to zero-COVID this week after its borders reopened, and investors are flocking in to capitalize on these long-awaited trading opportunities. Andreas takes a step back to examine the C...
28 Jan 202323min
What's Actually Priced In?
According to the latest PCE price index data out this morning, U.S. households reduced their spending in December, bolstering the argument that an economic slowdown is near. Stock markets rallied on t...
27 Jan 202334min
Recession: Past, Present, or Future?
U.S. economic growth rose 2.9% in Q4 2022, down 0.3% from the prior quarter but stronger than forecasts. Markets rallied on the news, as some investors saw cooler-but-growing GDP as proof that a soft ...
26 Jan 202336min
The Options Market Has a Message
It’s been a roller coaster day for U.S. equities, as stocks plummeted after Microsoft issued weak forward guidance on its earnings call. But as of this writing, indexes have erased those early losses ...
25 Jan 202338min
When Will the Green Shoots Narrative End?
U.S. equities were flat today as investors weigh dual uncertainties: earnings season and a potential recession. Meanwhile, energy and interest rates both closed in the red, and business conditions con...
24 Jan 202337min
Is This Stock Breakout a Fake-out?
The U.S. stock market rallied to start the week, with the Nasdaq Composite leading the way after a slew of job cuts from major tech companies entering earnings season. Both the Nasdaq and the S&P 500 ...
23 Jan 202337min
