Go for Gilead?
The FOMC rate decision on Wednesday was as expected with a 50 bps hike. However, the summary of economic projections dot plot showed a higher path of interest rates that would be held for longer. The peak rates projected by…
Trading Ideas
Dive into daily market insights and trading opportunities in equity, forex, and commodity markets with our esteemed analyst Giles Coghlan. His cutting-edge analysis has been featured in Reuters, Business Insider, WSJ, Financial Times Adviser, NBC, LBC Radio, CoinTelegraph, Guardian Observer, National Express, and numerous other prestigious financial outlets.
ECB Meeting and seasonal EURUSD strength
One of the benefits with Seasonax is that you can quickly discover seasonal patterns in currencies with just a few clicks when big market moving events are ahead. Today the ECB meet during the London session and a positive surprise…
Powells Christmas Gift
There is a big question in markets right now about whether or not the Fed futures rate curve is a fair reflection of what it to come for the US. Are investors too complacent about a retreat from US peak…
Disney magic at Christmas?
There has recently been a string of news for Walt Disney Shares. Walt Disney cruise line is set to return to tropical destinations in the Bahamas, Caribbean, & Mexico in early 2024. Furthermore, Shanghai Disneyland was due to re-open on…
JP Morgan set for the Santa Rally
Many stocks tends to gain towards the end of the year in what’s known as a ‘Santa Rally’. Is it optimism surrounding holidays? Window dressing year end results? A self-fulfilling prophecy as the general mood of buying gifts translates into…
All in for Allianz?
Allianz is a German multinational financial services company with its headquarters in Munich Germany. The heart of its business revolves around insurance and asset management. Is an increase in inflationary pressures good news for Allianz who will be able to…
Shimmering silver in Fed’s Blackout Period!
The outlook for the Federal Reserve is mixed. On one hand the US economy could be heading towards a recession next year. The November FOMC minutes stated that it was the ‘base case’. Slowing business activity, the cost of living,…
Kiwi bias for December strength
At the last RBNZ meeting they took on a decidedly hawkish tone. The RBNZ recognises that annual inflation remains too high at 7.2% and it hiked by 75bps to 4.25%. This 75 bps was expected, but the surprise was that…
US oil
US oil has some mixed drivers right now. The OPEC+ production cuts had been providing some support for oil alongside a weaker USD. Furthermore, the announcement of a 16 point property support plan for China could prop up more expectations…
Disney Earnings
Walt Disney earnings are due after today’s close and investors will be watching for news of how their Disney+ subscription service has been doing. Have Disney+ managed to eat into Netflix and Amazon Prime’s margins? Disney already have more subscribers…