MARKET TALK
Traders Market Weekly: The Fed, BoE and SNB and a Leaky Dyke…
Traders Market Weekly: FTX, Silvergate and SVB. A Pattern of Tech & ESG Irrational Exuberance
Traders Market Weekly: A Wonderful Life for Central Bankers
Traders Market Weekly: Collective Market Cognitive Dissonance
Traders Market Weekly: Rates, Debt and the Fed
CENTRAL BANKS
Bank of England Raises Interest Rates 25bps to 4.25%, Projects Inflation Likely Peaked
Turkey Central Bank Leaves Rates Unchanged as Lira Hits New Lows
Taiwan Raised Interest Rate in a Surprise Move to 1.875 percent, Highest Since 2015
Swiss National Bank Raises Policy Rate by 50 bps to 1.50%, says Switzerland Banking Crisis Over
Norway Hikes Interest Rate to 3 percent, Highest Level Since February 2009
COMMODITIES
TC Trade Monitor: Panamax Index Falls 8.8%, Pulling Baltic Dry Index 3% Lower on Week
Forrest’s Nickel Battle with BHP Heats Up with Mincor Resources Bid
Commodity Traders Weekly Outlook: Oil Breaks Down, While Silver and Gold Bounce
TC Trade Monitor: Baltic Dry Index Rebound Stalls as Financial Angst Hits Freight
Iron Ore Hits Nine Month Highs With China Reopening Pressures
EARNINGS REPORTS
Nike Earnings Beat Expectations but Bloated Inventory and Sales in China Weigh
Saudi Aramco Earned $US161 Billion in 2022, Highest Ever Publicly Listed Company Profit
Woodside Profit Trebled in 2022, Boosted by BHP Petroleum Merger and Oil and Gas Prices
Back from the Brink Occidental Petroleum Has Most Profitable Year Ever in 2022
Nvidia Earnings Beat with Rebound in Gaming, Sees Acceleration of AI and Data Center Growth
ECONOMY
TC Trade Monitor: Panamax Index Falls 8.8%, Pulling Baltic Dry Index 3% Lower on Week
US Durable Goods Orders Weaken Further in February
US New Home Sales Rose 1.1% in February as Median Home Prices Bounce
Bank of England Raises Interest Rates 25bps to 4.25%, Projects Inflation Likely Peaked
Turkey Central Bank Leaves Rates Unchanged as Lira Hits New Lows
ENERGY
Into The Vortex – Natural Gas Outlook for The Week Ahead
Around The Barrel – Crude Oil and Gasoline Outlook for The Week Ahead
Into The Vortex – U.S. Natural Gas Stocks Fall 72 bcf as Expected
Around The Barrel – Crude Oil Cracks Spreads Widen with Large Gasoline and Distillate Draws
Sempra Energy Finalizes ConocoPhillips JV and Launches Port Arthur LNG Project
FOREX
Turkey Central Bank Leaves Rates Unchanged as Lira Hits New Lows
Hong Kong’s Monetary Authority Raised Interest Rates 25bps Lockstep with US Federal Reserve
Forex Traders Weekly Outlook – Bond Spreads Ahead of Fed, BoE, SNB & Norges Decisions
US Sovereign Rating Affirmed AA+ With Stable Outlook Stable By S&P
Forex Traders Weekly Outlook – Inflation Problem Meets Acute Financial System Fragility
STOCKS
US Weekly IPO and SPAC Monitor: Global Mofy Metaverse, YanGuFang, Millennium
Nike Earnings Beat Expectations but Bloated Inventory and Sales in China Weigh
Forrest’s Nickel Battle with BHP Heats Up with Mincor Resources Bid
Sempra Energy Finalizes ConocoPhillips JV and Launches Port Arthur LNG Project
UBS to Buy Credit Suisse in $2B All-Stock Deal, Includes SNB $US100 Billion Liquidity Line
TECHNOLOGY
Nvidia Earnings Beat with Rebound in Gaming, Sees Acceleration of AI and Data Center Growth
Solar Tracking Tech Company Nextracker Upsized IPO Debuts Up 27%
Chinese LiDAR Systems Developer Hesai Upsized IPO Debuts Up 11%
Take Two Stock Bounces on Developemnt Pipeline Including Grand Theft Auto VI.
