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Set up for a rebound in the VIX soon

We have seen a summer relief rally on the US and European stock markets in July. But several threats remain to the stock market. The VIX has fallen too much in our view. The price rise in equity markets during July has been supported by a simultaneous price increase for HYG (a US high credit risk co ...

Publicerad: 2022-08-09 14:32 av Carlsquare

Yet another dead cat bounce?

The Fed minutes released on Thursday, 25 May, triggered a strong rebound on the US stock exchanges. The market now suspects that the central bank´s stiff stance on rate hikes has softened. HYG was leading the rally in the US stock exchanges. This is a good sign since it is an ETF for junk bonds. How ...

Publicerad: 2022-05-31 15:58 av Carlsquare

Inflation in the US might flatten out; what can oil do for renewable?

The US CPI figure in December, released on Wednesday, January 12, showed that the inflation rate in the US now appears to have plateaued at a 7% annual rate. There are some similarities with the 1970s regarding increasing commodity prices and gold. The rise in commodity and input prices is broad and ...

Publicerad: 2022-01-17 18:23 av Carlsquare

Inflation fears and a weaker USD…should one bet on Gold?

That higher inflation makes rate hikes important is now supported by many Fed members. Given this situation, the search for an inflation hedge (where Gold might be one alternative) will increase. Nonfarm payrolls in the US rose by 199,000 in December, about half the analysts’ average forecast of 400 ...

Publicerad: 2022-01-10 09:40 av Carlsquare

Unik och diversifierad utväxling på kryptoboomen

Hilbert: I takt med en smygande oro för stigande inflation har bitcoin och andra kryptovalutor klättrat till nya rekordnivåer. Hilbert erbjuder en diversifierad exponering mot kryptomarknaden med en algoritmhandlad kryptofond som hittills avkastat 160% årligen och tre nya fonder på väg, en dataanalystjänst o ...

Publicerad: 2021-10-27 10:12 av Emergers

Mostly strong reports last week, but discounted in valuations

This weekly letter looks at the Q3 company reports, the business cycle, and valuation. We also identify investors having increased their risk premiums. Technically, Tesla stock continues to look attractive, while Volvo is at a crossroads Although 84% of US company reports were better than expected i ...

Publicerad: 2021-10-25 09:33 av Carlsquare

The market needs a canary

We continue to stare at the famous canary in the coal mine, to see if it is about to faint or not. But it still looks lively. Assets at the far end of the risk curve such as SPAC, IPO index and microcap companies even test upwards. The statistics also clearly show that the Fed continues to build up ...

Publicerad: 2021-05-31 13:22 av Carlsquare