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Grains Report – Friday, March 22

Grains Report – Friday, March 22

Photo by Evi Radauscher on Unsplash WHEAT General Comments: Wheat was higher yesterday. Russia is the worlds largest exporter and sets the world price. It looks like the current prices have accounted for most or all of the bad news to hit Wheat futures. USDA made no changes to its balance sheets last week. Big world supplies and […]
Key Takeaways From The Latest Central Bank Meetings

Key Takeaways From The Latest Central Bank Meetings

Video Length: 00:06:21 On the latest edition of Market Week in Review, Senior Portfolio Manager Olga Bezrokov and ESG and Active Ownership Analyst Zoe Warganz discussed the latest headlines from major central banks around the globe. Bank of Japan hikes rates into positive territory Bezrokov and Warganz started by unpacking the Bank of Japan’s (BoJ) […]
FTSE 11 Month Highs

FTSE 11 Month Highs

Image Source: Pexels On Friday, the UK’s FTSE 100 saw a slight increase as investors continued to show optimism towards the Bank of England’s more accommodative monetary policy. Phoenix Group, an insurer, also saw gains following its annual results. The blue-chip FTSE 100 reached a more than 11-month high. This marks the index’s second consecutive week […]
New Highs Past $2,200, But The Gold Rally Hasn’t Even Started Yet

New Highs Past $2,200, But The Gold Rally Hasn’t Even Started Yet

Image Source: Pexels Gold has passed $2,200 and silver is starting to catch up a bit, but this has been a commodity rally across the board, not specifically a gold or silver rally. That is yet to come. For an idea of what it would look like, check out the cocoa market, which is locked in […]
Don’t Sleep On Global Stocks

Don’t Sleep On Global Stocks

Image Source: Pixabay It’s easy for investors to fall into a rut. Even though I spent the first few years of my career trading global stock markets, I’m as guilty as anyone about becoming too focused on US stocks. It’s a big world out there – don’t be afraid to invest in it. And if you […]
Riksbank Preview: On Hold As May Cut Speculation Intensifies

Riksbank Preview: On Hold As May Cut Speculation Intensifies

Sweden’s central bank is looking at a more encouraging inflation outlook but may be relatively cautious in revising its rate projections lower. In our view, a cut in June is likely – but risks of a krona drop, resilient services inflation and an improved economic outlook mean May cut bets may be overdone. Still, prompting a […]
Time To Buy Oil Stocks Again?

Time To Buy Oil Stocks Again?

Image Source: Unsplash Western Texas Intermediary (WTI) crude oil got above $80 a barrel earlier this month (March 2024) and is holding above that level. As we lead into the driving season, which begins around Memorial Day, this has traditionally been the season when oil stocks get accumulated. Many of the oil names have already had […]
Gold Mid-Tiers’ Q4’23 Fundamentals

Gold Mid-Tiers’ Q4’23 Fundamentals

Image Source: Pixabay The mid-tier and junior gold miners in this sector’s sweet spot for upside potential are finishing reporting their latest quarterly results. Those have proven spectacular, with these fundamentally superior smaller gold producers delivering big on all fronts. The potent combination of growing production, lower mining costs, and near-record gold prices fueled huge windfall […]
Last Q4 Update: ADSK, SNPS, SPT, ADBE

Last Q4 Update: ADSK, SNPS, SPT, ADBE

Image Source: Unsplash At last, we can finally wrap up with Q4 updates – just in time for the Q1 reports to start rolling in! Oh well, it keeps things exciting, right? Today I’ll cover reports from Autodesk, Synopsys, Sprout Social, and Adobe. There were no surprises here so I’ll keep this pretty brief. Autodesk (ADSK) […]
Cathie Wood’s ARK Invest Reshuffles Portfolio: Trims Coinbase, Buys Reddit

Cathie Wood’s ARK Invest Reshuffles Portfolio: Trims Coinbase, Buys Reddit

Image courtesy of 123rf.com Cathie Wood’s ARK Invest recently made two significant transactions involving Coinbase (Nasdaq: COIN) and Reddit (NYSE: RDDT) shares. The firm, known for its focus on disruptive innovation, sold some of its Coinbase holdings for a profit while simultaneously investing in Reddit’s highly anticipated IPO. Cathie Wood’s ARK Invest Books Profit on Coinbase, Buys Reddit ARK Invest, the investment […]