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Is it time for a decline?

It seems to me that the world is becoming increasingly tumultuous with each passing day. As much as I wanted to, I just couldn't bring myself to spend another week...
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Inflation Continues to Quell Fed Cuts

Last week we saw the US inflation report come in higher than expected. YoY dropped to 3.1% but it fell less than markets expected. The led the DXY Index to...
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Navigating Economic Realities Amid Political Turbulence

As we examine on a year characterized by a flurry of elections across various regions, it becomes increasingly vital to approach economic assessments with discernment. Amidst the cacophony of claims...
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Quiet week with volatility on the horizon

Last week was a quiet one as lack of further data coupled with the expectations of early rate cuts from the Fed diminishing. The Fed is currently holding rates with...
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Fed to cut or not to cut

Last week the US Dollar claimed the title of strongest currency of the week as the markets priced in rate cut rationale began to dissipate. This was also coupled with...
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This week I want to pose a question, and invite you all to respond

As a flesh and blood human, who is prone to make mistakes every now and then, rather than bemoan our mistakes, it is far better to correct them and learn...
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Fed Cuts Priced in Now

Last week the US Dollar gained slightly as we saw stiff resistance being met but the overall trend remains in place. Economic data was mixed including a stronger GDP number...
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This was the week that was

This week witnessed a rapid decline, leaving many wondering what plummeted faster - Bitcoin or the support for Ron DeSantis? Regardless, both resulted in significant financial losses for some. That...
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Reversal of Yields

Last week we saw a reversal of the previous week in Yields. Equities continue to remain strong as S&P reached new all-time highs, but bonds sold off. The Dollar moved...
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Commodities: Returning to Basics

With markets across the board closing the year at incredibly high levels, there will be many traders out there who are well happy with their bonuses. Indeed, many people will...
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Yields Continue to Slip

So, with the first full week of 2024 we saw a similar theme. Yields continued to slide, and equities were strong. US Data continued to beat expectations but overall, the...
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The Financial World is changing fast, perhaps too fast! 

With markets across the board closing the year at incredibly high levels, there will be many traders out there who are well happy with their bonuses. Indeed, many people will...
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Happy New Year

So, 2024 has arrived and we hope everyone had a fantastic Christmas break. Last week saw the markets still in semi holiday mode with some reversals of previous trends with...
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Happy New Year! What an end to 2023! 

With markets across the board closing the year at incredibly high levels, there will be many traders out there who are well happy with their bonuses. Indeed, many people will...
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The Danger of Squeezing The Lemon

The danger of trying to squeeze the last juice out of the lemon, is that it often results in lots of pips. In our buy-side orientated business, where most portfolios...
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Dollar Regains Strength

Last week we expected US Yields to be the focus but, in the end, it was commodities. With Friday also being US Payrolls the beat that we saw Yields creep,...
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It’s the season to be jolly, Tra-la-la-la-la-lala-lala!

After a dismal and miserable year, it is so nice to see some positive action bring cheer before Christmas. We have had some good hits this year. Admittedly, we did...
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How Stablecoins Will Accelerate Digital Currency Adoption

Meet Jack Nikogosian and Morten Nielsen from ARYZE, a fintech company headquartered in Denmark turning analogue (dumb) money into programmable (smart) money. Joined by Peter Kristensen, CEO of JPFS, episode...
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Yields Move Lower

Last week continued the theme as Yields broke lower and Bond buying picked up pace. Dollar selling was the currency trade of the week. The Dollar fell 0.2% despite some...
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Getting back on track and looking forward

We are seeing some good short-term swings in many of our markets, which I hope many people are exploiting. Fortune favours the brave, especially the last couple months of the...
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Yields Find Support

Last week was quieter than normal on the economic data side. The main focus remained Yields and the US Dollar. The Dollar was slightly lower on the week with the...
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Rate Cuts on The Horizon

Last week we had a slew of data from the US. We saw the CPI data print lower than expected which although was only a slight miss the market took...
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Will the small shoots of recovery eventually bear fruit?

- or will they simply wither and die due to too much fertilizer? With decreasing interest rates, low levels of unemployment, a slight uptick in consumer spending and confidence, and...
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Risk Assets Rally Continue

Last week we saw a continued pattern of the previous week. Risk assets pushed higher with yields moving lower. The Dollar reversed some of the previous week losses. The FED...
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Are they joking with us?

Everyone is talking, but nothing is changing! Real inflation is running at around 10%, and we are debating whether interest rates should move 0.25% one way or the other. What...
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Week of Central Banks

Last week despite the overshadow of the continuing war in Israel the market mood was lifted as Central Banks pushed the pause button and inflation continued to fall. All 3...
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SBF and all your dough!

When FTX went down I was heavily criticized for not being too sympathetic towards those who lost money. Caveat Emptor, Let the buyer beware! Now that Sam Bankman-Fried is going...
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We Live on a Planet of Innovative Sheep Who Wish to Graze in Peace

But sadly, the most prized innovations are those made to control or destroy the sheep. I am going off-topic this week because global events should not be ignored.   As...
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Geopolitical Risks Continue to Weigh

Last week we continued to see the familiar patterns of risk aversion. Rising tensions in the middle east weighed heavy on the markets and the fear of further escalation put...
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Enjoy the current rallies, but don’t get carried away

I have been closely monitoring the recent surge in financial assets, and it has become clear that there is more room for growth in the weeks ahead. Having discussed the...
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Yields Remain in Focus

Last week yields continued to be the center of attention as they broke out and made new higher highs. This continued rise will have a negative effect on risk especially...
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Biden Visits Israel

Ladies and gentlemen, there's always something happening in this world, and today I want to dive into a few things that caught everyone's attention. You know, the Middle East has...
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Israel Conflict Weighs on Risk

Last week we continued to see yields as the main driver for the markets. We had US CPI which was higher than expected but although yields failed to push higher,...
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Since the Falkland’s War

Since the Falkland's War, profiting from war and the loss of young lives has always left me with a sense of unease. I'm content to leave that pursuit to politicians...
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Yields Continue to Rise

Last week was the first in a new quarter, but a similar pattern emerged. Yields continued to dominate and rise as payrolls had an upside surprise at the end of...
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How are you analyzing the numbers? Are they helping you protect your wealth?

I tend to be more of a big-picture thinker than a meticulous number cruncher. I prefer to keep an eye on the overall trends rather than delving into the nitty-gritty...
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End of Q3

Last week we were lighter on Economic data but as previously highlighted the yield moved higher and risk assets moved lower. The Dollar continued its move higher. It has moved...
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I want the latest fashion to be seen on the runway, not in my portfolio

There's a lot to be said about entering a market early, as it often yields significant returns. However, as investors, we must exercise caution and be mindful of the hype...
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After the Storm

Last week we had a busy week with Central banks. Decisions from the Fed, BoE and SNB kept the markets busy looking at the forward guidance. The Fed kept rates...
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Back in the Driving Seat

The trend may not be positive, but it remains our friend. While the economic outlook continues to appear bearish, we need to align ourselves with it. This involves opting for...
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Central Banks Back in Focus

Last week we saw The European Central Bank (ECB) raise rates by 25bps and US CPI numbers. As we saw US inflation continues to remain at elevated levels and higher...
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Financial Follies: Navigating the Rollercoaster of Optimism in the World of Finance

In the wild world of finance, having the right mindset is like wearing the perfect tie to a job interview - it can make all the difference. But here's the...
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US Dollar Remains in Control

Last week was quieter though the US Dollar continued its recent trend. The DXY rose 0.8% to close just above 105 and this 2-month USD rally is now beginning to...
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Mixed Data and Mixed Signals

Last week we saw a plethora of important data as we moved in September. US Inflation and GDP were inbound along with the all-important payrolls. By the end of the...
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Gamble on the Unexpected

George Soros, once said something like, if you want to make money, take a chance on things nobody expects to happen... For a big shot like him, who can move...
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Jackson Hole Weekend

Last week we thought might be quieter given we are in the summer months but as ever the market looked to prove us wrong. The weeks focus was on the...
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Summer has come to an end

Summer has come to an end, and now I am back walking unaided, it's time to get back to work. As things return to normal, let's quickly summarize our current...
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US Dollar continues to rise along with China woes

Last week we saw the continuation of dollar and yields rising bringing a general risk off sentiment to equities and commodities. The USDollar rallied but found resistance above the 103.50...
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A Month for Reminiscing

On August 2nd, 1974, a young 17-year-old, a very rough, working-class kid, took a bus to Fenchurch Street in the City of London, entered the offices of Merrill Lynch, Pierce,...
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US Dollar and Yields Rally

Last week was the first full week of August. Usually, a more peaceful time in the markets but this year continues to be the exception to the rule. US Dollar...
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Last week of July, first week of August. What a great time to downgrade the USA!

Something strange happened last week when the most powerful country in the world, the USA, got downgraded. Usually, this kind of news would cause a lot of commotion in the...
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Central Banks Nearing Inflection Point?

Last week we saw continued dovish tones from central banks. Firstly, the RBA left rates unchanged, surprising markets who were expecting a 25bp rise. Later in the week the BoE...
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Fed and ECB Meet Expectations

Last week both the Fed and ECB raised rates in line. However Fed Chairman Powell continued a dovish tone on any future rate rises saying it will be data dependent....
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An EU-Regulated Crypto Fund for Everyone

In this episode Hilton interviews Bertram Seitz and Katja Damij from the Best Crypto Index Fund, an EU-regulated cryptocurrency fund for everyday investors. Joined by Peter Kristensen, CEO of JPFS,...
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Markets and Madness: Getting back onto the Saddle

As my much-needed rest and recuperation comes to an end, it's time to dive back into the quirky world of financial markets and offer some musings on what might unfold...
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Inflation Slowing and Fed on The Horizon

Last week we saw continued evidence of inflation starting to slow across the global economy. The UK which has the most stubborn level of inflation showed signs of slowing. This...
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Digital Asset Insights 25.07.23

Bitcoin Ethereum Solana Cardano Tether Here, we analyze the performance of leading cryptocurrencies from minor dips to modest gains. We dissect the key moments that shaped their journeys over the...
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Meet Edward Males, the brains behind Lecka Quant FX

In Episode 11 of MARKET VIEWS, Peter Kristensen and Edward Males of ALPHAtrade explain how you can invest in professionally managed foreign exchange programs, just like the pros. Edward Males,...
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Unleashing Prosperity: Embracing Innovation Over ESG

When we examine the achievements of successful individuals, like Larry Fink and his impressive creation of BlackRock, we cannot help but celebrate their success. However, we must also remain vigilant...
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