Can gold reverse on the US Jobs report?
Taking a look at the US Labour report there is a chance that gold can recover it’s recent losses if we see a big miss in the report. Remember that the Fed sees the labour market through an inflationary or…
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Is this time for a US stock turnaround?
A hawkish Federal Reserve and expectations of increasing interest rates have kept major stocks pressured over the month of September. The higher rates for longer narrative from the latest Fed meeting has helped push up yields and US interest rate expectations which is naturally more challenging conditions for US companies.
Time to go Kroger Co?
The Kroger Company, or simply Kroger, is an American retail company that operates supermarkets and multi-department stores throughout the US. It is a Consumer Staple sector and that sector can find buyers when traders are expecting a recession. The rationale…
Utility stocks have appeal during recession
NextEra is a large American energy company with revenues exceeding $18 billion in 2020. If the US is heading towards a recession then typically utility companies, like NextEra energy should find buyers. This is because even when consumers spending power…
Is this Tech’s turn to fall?
There’s been a huge amount of flows into the tech sector this year, according to Deutsche Bank AG who see over $40 billion in cumulative global flows. However, with the Fed signalling higher rates for longer in last weeks meeting…
More nasdaq weakness ahead?
The Federal reserve took a more hawkish tone in their latest rate meeting revising up the dot plot seeing higher interest rates in 2024 and beyond. The NASDAQ is typically sensitive to US rate increases, and this provides a natural…
USDJPY sell bias if we see a surprise BoJ Hike
Early Friday morning the BoJ meet and speculation is rising on whether they will start to signal the end of negative interest rates. A weak yen is creating problems for the domestic markets and raising interest rates would be a quick way to strengthen the Yen.
Will the BoE and the BoJ sink the GBPJPY on Thursday?
On Thursday, the Bank of England meet and are still expected to increase interest rates by 25 basis points to tackle surging UK inflation.
Will gold climb out of the Fed meeting?
Wednesday’s Federal Reserve meeting will also be a meeting where the Fed outline their dot plot on rate projections.
GBPUSD sell bias as the BoE may look to pause rates?
Recent economic data from the UK has fuelled speculation that the Bank of England is starting to consider pausing interest rates hikes in the UK. Furthermore, some recent speeches from MPC members, have added fuel to this speculation. BoE’s Governor…