Market Insights
Learn more about trading and what’s going on in the markets, with our professional market analysis, including charts and market commentary.
Micron Technology: weakness ahead, but is it already in the price?
Micron’s earnings report last week seemed to confirm the market's fears. The bullwhip effect is reverberating right along the supply chain, and excess inventory isn’t just sitting in big box retail warehouses.
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Why doesn't biden talk about Tesla?
Tesla CEO Musk was in the headlines for humanitarian reasons last week. Musk activated the Starlink internet service in Ukraine and delivered a shipment of terminals after a Twitter request by the Ukrainian Vice Prime Minister.
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Crude oil outlook and analysis - the war premium and backwardation
We have volatile price action as crude oil remains firm on geo political problems surrounding the Russian invasion of Ukraine. View of the fundamentals, sentiment and technicals below. In terms of crude oil we have seen heavy speculative buying of crude already and front month crude is near decade highs in relation to 6 months forward which can be seen on the chart below.
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Ukraine conflict: how will it impact markets?
It goes without saying that the terrible events in Ukraine over the past week have changed the trajectory of the world. Russia is now a pariah. Their actions have been roundly rejected by NATO members and allies.
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"Just buy the dip" they said...
Throughout most of 2021, “just buy the dip” became something of a meme. Every slight drop in stock markets was an opportunity to buy, before those same indices usually went on to put in another leg higher.
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Stock of the week: Nvidia
NVIDIA’s had a busy few months. Starting with the 4-for-1 stock split back in July last year, the acquisition of Arm failed due to antitrust concerns, and the general selloff in tech stocks dragged NVIDIA down by almost 40% from the (post-split) November high at $345.37…
