Uncertainty Has a Grip on Markets
U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, ma...
6 Feb 202336min
New Dollar Liquidity Set to Make a Splash in Markets?
When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. Andreas shares how this extra cash flow could affec...
6 Feb 202321min
U.S. Jobs Report Flexes on Markets
Today’s jobs report packed a serious punch, showing that 517,000 new jobs were added in the U.S. in January — far above median estimates — and bringing unemployment down to a 54-year low of 3.4%. Equi...
4 Feb 202336min
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
