Is This the Beginning of a New Bull Market?
U.S. equities continue to see broad gains in intraday trading after yesterday’s conference with Federal Reserve Chair Jay Powell, who announced a 25-basis point rate hike. Today, both the European Cen...
2 Feb 202338min
The Fed Has Much More Work To Do
The Federal Reserve approved a much-anticipated quarter-point interest rate hike this afternoon — and suggested that another rate rise could be coming next — in its continued battle to tame inflation....
1 Feb 202337min
What's the Housing Market Telling Us?
U.S. stocks made gains on Tuesday, closing the month of January on a positive note. Meanwhile, the U.S. housing market fell for the fifth straight month and is down 2.5% from its peak in June 2022. Bu...
31 Jan 202334min
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
