Same picture as every report: Financial markets keep going. US stocks reaching new all-time highs. Other equity indices are close or at least trending higher. Yields are nearly unchanged. Crude oil lower – see also our analysis in our last report.   The US Fed has increased interest rates by 0.25 percent. The rate hike […]

Financial markets keep going. US stocks reached now all-time highs. Other equities are close or at least trending higher. Yields are nearly unchanged.   Last week Organization of Petroleum Exporting Countries (and some NOPEC countries) met in Vienna to extend crude oil output cuts for another nine months beyond June. Saudi Arabia accounts for most […]

After our last newsletter 2 weeks ago financial markets continued to rally. Major equity indices marked new record highs. Volatility dived to record lows.   There are fundamental reasons behind diminished volatility such as still-ultra-low interest rates at a time of solid economic growth. However, a study by equity-derivatives analysts at Deutsche Bank AG found […]

Equity markets have gained as much as 5% versus our newsletter two weeks ago, interest rates are nearly unchanged while gold and crude oil went down.   The biggest gain has come from Europe this time – celebrating the results of the first round of French presidential elections. Centrist Emmanuel Macron and far-right leader Marine […]

Financial Markets have been taking a breather throughout the world after beating records in previous months. See also our chart of the day! Major OPEC members (e.g. Saudi Arabia) and non-members (e.g. Russia) will be meeting on May 25th to exited their production cut of currently about 1.8 million barrels per day to the second […]

European stocks and crude oil are the winner versus our last report two weeks ago. Other key financial markets stayed nearly unchanged.   Eurozone’s economic developments keep improving, especially in Germany. Deutsche Bundesbank President Jens Weidmann, also a member of the ECB, said that the time to ease up on bond purchases is nearing and […]