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Market Analysis

Bitcoin price today: dips to $95.6k as Bybit $1.5 bln hack spooks investors
  • February 23, 2025

Bitcoin price today: dips to $95.6k as Bybit $1.5 bln hack spooks investors

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The Gunfight at DOGE City: Will the Bond Vigilantes Intervene?
  • February 23, 2025

The Gunfight at DOGE City: Will the Bond Vigilantes Intervene?

“The Gunfight at Dodge City” is a 1959 Western film. After his brother the sheriff is murdered, Bat Masterson is elected to the job of sheriff and is determined to find the killer and make Dodge City...

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Prosus to buy Just Eat Takeaway for $4.3 bln
  • February 23, 2025

Prosus to buy Just Eat Takeaway for $4.3 bln

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  • February 23, 2025

Euro Rises on Germany Election, US Dollar Slips on Growth Worries

The EUR/USD strengthened on Monday, gaining ground against the US dollar following Germany's national election, which saw the country's opposition conservatives emerge victorious. This election...

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Asia stocks track Wall St losses; tech skittish ahead of Nvidia earnings
  • February 23, 2025

Asia stocks track Wall St losses; tech skittish ahead of Nvidia earnings

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Is Retail Exuberance Setting Market Up for a Correction?
  • February 21, 2025

Is Retail Exuberance Setting Market Up for a Correction?

Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more negative news because retail investors continue to step in and...

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Does Economic Growth Cause Inflation? Well, Not So Fast
  • February 21, 2025

Does Economic Growth Cause Inflation? Well, Not So Fast

I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me is the absolute conviction with which the economics community...

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Markets Weekly Outlook – US PCE, Japanese Inflation and Tariffs in Focus
  • February 21, 2025

Markets Weekly Outlook – US PCE, Japanese Inflation and Tariffs in Focus

Markets had another interesting week as US President Donald Trump pledged more tariffs ahead. A potential peace deal appears to be gaining traction between Russia and Ukraine but this did little to...

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Week Ahead – German Elections and US PCE Inflation on Investors’ Radar
  • February 21, 2025

Week Ahead – German Elections and US PCE Inflation on Investors’ Radar

Germany goes to the polls, but far-right AfD is unlikely to form a government. German CPI data might be a bigger driver for the euro. US inflation is also in the spotlight as the PCE report is...

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  • February 21, 2025

Week Ahead: US PCE, Nvidia Earnings, German Election, PBoC MLF, ECB Mins, Aus CPI

SUN: German National Election MON: Bank of Israel Announcement, German Ifo (Feb), EZ HICP Final (Jan) TUE: PBoC MLF, NBH Announcement, BoK Announcement, German GDP Detailed (Q4), US CaseShiller...

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