Tesla’s time?
Tesla’s earnings are due out after the close on Wednesday and there is a lot of anxiety around the stock market right now with very few holding a bullish position. Tesla has been embarking on a large cost cutting plan…
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Read MoreTesla’s time?
Banks entering weaker seasonal period on earnings focus
The focus for banks this earnings season is what deposit levels are like. Many major banks offering low-interest rate levels on deposits, despite higher-yielding bonds (US 10-year bond are offering a 3.40% yield at the moment), depositors are moving their…
April is the strongest month for the French 40
The CAC40 tends to have a strong month in April. Over the last 36 years the index has gained 2.52% on average. This is the strongest performing month for the French index. The second half of the month is also…
JPMorgan peak ahead?
JPMorgan earnings are due out on Friday and the seasonal moves are quite interesting. From a seasonal perspective the stock leans towards gains in the second half of April before a much weaker period over the summer months. Analysts are…
Is Visa going places?
Higher interest rates typically benefit lenders as the higher rates can provide more margin for loans and credit repayments. Furthermore, VISA’s CFO said in January this year tha business trends are remarkably stable and that the company are planning on…
Always Coca-Cola?
As the US increasingly faces the prospect of heading into a recession one sector that investors gravitate to is consumer staples. The logic is that consumers still need to buy certain products, but that they will gravitate towards stores targeting…
AUDNZD opportunity coming up?
Next week both the Reserve Bank of Australia and the Reserve Bank of New Zealand meet, The RBA meet early Tuesday morning on the 4th of April at 05:30 UK time and the RBNZ meet early Wednesday morning at 03:00.…
Silver surfing!
The fall in real yields alongside the fall in the USD surrounding rapid US rate re-pricing on the recent banking woes has been a great catalyst for precious metals. Gold is currently up 7% on the month and silver is…
Is Kellogg’s a recession buster?
Kellogg’s is a well known US multinational food manufacturer that is headquartered in Battle Creek, Michigan in the United States. It was known as the Kellogg company from 1922, so the firm is now over one hundred years old. Kelloggs…
Johnson and Johnson jump?
Johnson and Johnson are trying to revive their attempts to get the US supreme court to resolve tens of thousands of lawsuits over its talcum powder products through the bankruptcy of a subsidiary company. This ongoing dispute concerns allegations of…
Meta moves?
Meta has said that new WhatsApp features will begin rolling out across the world over the coming weeks. However, jobs cuts at Meta have painted a dour picture of growth for the company. In December last year jobs were cut…