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Drawing 91% clean energy, this publicly-traded bitcoin miner is changing the narrative

Nelson further explored these arguments by highlighting the dependency of electrical power grids on fossil fuels. He pointed out that, while there are...

November 3, 2023, 3:44 pm

Jobs data supports a slowing narrative: blackrock's rosenberg

Jeffrey Rosenberg, systemic multi-strategy fund portfolio manager at BlackRock, examines the market implications of the US October jobs report on “B...

November 3, 2023, 9:09 am

The bigger they are, the harder they fall

The dollar has been the frontrunner in the last few months and it owes much to a rout in the bond market. Soaring Treasury yields alongside a more rob...

November 2, 2023, 5:26 am

‘uptober’ narrative saved by spot bitcoin etf bounce

Often dismissed as coincidence, October has once again produced an upswing in the crypto market, with excitement around a potential U.S. spot Bitcoin ...

November 1, 2023, 1:59 am

Jasper’s market squawk 30-10-2023

Gold Spikes Over 1% Past $2k While markets were mixed on Friday as investors digested underwhelming earnings and economic data pointing to a higher-fo...

October 30, 2023, 9:48 am

Ieo: key narratives remain to keep oil high despite dissipating war premium

The iShares U.S. Oil & Gas Exploration & Production ETF is heavily exposed to commodity prices as it has a high allocation to E&P. Geopolitical factor...

October 30, 2023, 9:44 am

Heads up: germany states' cpi readings due later today

The expectation is for headline annual inflation in Germany to fall to 4.0% in October as as base effects continue to kick in for the most part. The m...

October 30, 2023, 4:46 am

Weekly focus – us outperformance

High yields for longer remains the key narrative driving financial markets. 10-year US treasury yields ...

October 27, 2023, 2:25 pm

Traders can lean into defense with this utilities etf play

As the higher-for-longer inflation narrative continues to play out, institutional investors may be cycl...

October 27, 2023, 11:12 am

Jasper’s market squawk 27-10-2023

Soft Landing narrative Gains Traction Equities tracked lower on Thursday despite favourable conditions ...

October 27, 2023, 9:43 am

Energy transfer: some compelling narratives, but not a compelling buy

The NGL & Refined Product division is now the largest contributor of group EBITDA, and it looks poised to stay that way, given some of the encouraging...

October 27, 2023, 12:49 am

Wtai: the ai narrative weakens as price leads

WisdomTree Artificial Intelligence and Innovation Fund ETF offers diversified exposure to the AI sector with a focus on key sub-themes. The WTAI ETF's...

October 26, 2023, 5:32 pm

India's crypto database boosts the blockchain narrative

When it comes to Bitcoin and crypto, the narratives around them move in waves, particularly as we’re dealing with such young technologies. Bitcoin w...

October 25, 2023, 1:15 pm

Xmhq: high-quality mid caps are still worth considering

XMHQ is an index-based fund providing exposure to top-quality names from the S&P 400. XMHQ has outperformed the S&P 500 since the previous note, even ...

October 23, 2023, 7:22 pm

Eur/usd: more swings within the 1.05/1.06 range may remain the norm – ing

Economists at ING analyze the pair’s outlook. The Euro still appears to be lacking the strong idiosyncratic bullish ...

October 20, 2023, 9:14 am

Jasper’s market squawk 20-10-2023

Powell Revamps Higher-For-Longer narrative Stocks tumbled, and the dollar index closed lower as investo...

October 20, 2023, 8:25 am

5%.. ready or not? here we go..

And so, what does that mean for broader markets? Let's take a look.Even with a stronger 20-year auction in Treasuries yesterday, it is doing almost no...

October 19, 2023, 4:24 am

Nvidia (nvda) stock dips on u.s.-china chip restrictions

After inking a blistering print in the charts this year, Nvidia (NASDAQ: NVDA ) stock is suffering a significant blow to its bullish narrative. Earlie...

October 17, 2023, 1:44 pm

Jasper’s market squawk 17-10-2023

Upbeat Earnings Boost Risk Appetite Risk appetite rose on Monday as investors turned more optimistic from upbeat early earnings reports while the Midd...

October 17, 2023, 8:29 am


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