Opinions
- James Hyerczyk
The Fed says US banks are in good shape, but high commercial real estate valuations could lead to sizable correction if telework trend continues.
- Vladimir Zernov
Most likely, the Fed has stopped raising rates, while the ECB is not done with rate hikes.
- James Hyerczyk
The Federal Reserve’s frequent interest rate hikes, expected to peak at 5-5.25%, are accompanied by challenges posed by the recent banking crisis.
- Phil Carr
Recently released Minutes from the Fed’s March Monetary Policy Meeting – revealed that several members of the Federal Open Market Committee finally admit that the economy is heading for recession later this year.
- Phil Carr
There is no denying that the current macroeconomic backdrop is fuelling a “perfect storm” for Commodities positioning the entire sector on track for its biggest year since 2008.
- Vladimir Zernov
CPI data will have a big impact on gold price dynamics. In the longer term, central bank purchases will stay the key driver for gold markets.
- James Hyerczyk
The CPI inflation statistics might indicate that more efforts are required to combat inflation, even though it’s decreasing from its peak levels.
- James Hyerczyk
Fed expected to pause rate hikes after May policy meeting as job openings decline signals cooling labor market.
- James Hyerczyk
Federal Reserve leaders express caution over uncertain economic outlook and monetary policy.
- Bob Mason
It has been another impressive morning for XRP and the broader crypto market that continues to show resilience in the face of intensifying scrutiny.
- Bob Mason
The Fed is about to get dragged over the hot coals. Yet, despite the collapse of two US regional banks, the White House remains focused on cryptos.
- James Hyerczyk
The stock market rally implies investors are expecting inflation to fall faster than the Fed believes.
- James Hyerczyk
The data suggests there is more resilience in the economy with some already calling it a “goldilocks situation” – not too hot, not too cold.
- Vladimir Zernov
Expect range-bound dynamics for the FTSE 100 due to the UK’s economic problems and rising rates, while the Nikkei 225’s performance will depend on Japan’s central bank policy. On the other hand, the Hang Seng has the potential to gain strong upside momentum as China’s economy rebounds after coronavirus restrictions.
- Vladimir Zernov
The risk of recession in leading economies poses a threat to demand for metals in 2023, though China’s rebound should provide support. Copper, in particular, has the potential for a strong move if it can break above the $3.95 resistance level.
- Vladimir Zernov
Tesla, Meta, and NVIDIA are among the high-growth stocks that have suffered pullbacks and attractive valuations in the past year and may have the potential to gain strong upside momentum in 2023.
- James Hyerczyk
Volatility and supply concerns marked the U.S. agricultural markets in 2023, with all grains experiencing price fluctuations. The USDA’s preliminary planting projections predict more wheat and corn planting but fewer soybean acres, while price ranges for all three grains have significant potential for both higher and lower prices due to
- James Hyerczyk
Rising global interest rates are expected to take their toll on the world economy in 2023, pressuring crude oil prices, its products and natural gas.
- James Hyerczyk
The NASDAQ Composite will remain under pressure until the Fed either stops raising rates voluntarily or until it is forced to because of a recession.
- Bob Mason
The GBP/USD experienced a tumultuous year in 2022, with a range of factors including UK politics, inflation, and the Bank of England contributing to a historical low for the currency pair. While the GBP/USD has recovered somewhat, it remains at risk of another sharp decline in 2023 due to continuing