MARKET TALK
Traders Market Weekly: Incoming Deluge of Central Bankers
Traders Market Weekly: Impact of Global Risk Off Deleveraging
Traders Market Weekly: Is the Goldilocks Scenario a Myth and Does it Matter?
Traders Market Weekly: September Effect on Risk Appetite
Traders Market Weekly: China, NVidia, BRICS and Jackson Hole Risks
CENTRAL BANKS
Bank of England Maintains Interest Rates at 5.25%, Higher for Longer, Increases QT Pace
Swiss National Bank Surprises Leaving Rates Unchanged at 1.75% Sending Swiss Franc Lower
Federal Reserve Kept Rates at 22-Year High 5.25-5.50% Range as Expected
Central Bank Watch – Week Ahead Focus on FOMC, BOE, SNB, BOJ and PBOC
Bond Traders Weekly Outlook: Tidal Wave of Global Central Bank Decisions Await
COMMODITIES
Baltic Index Rises Another 16.4%, After 11% Jump Week Prior – TC Shipping Monitor
Capesize Shipping Index Rose 25%, Baltic Index Up 11% This Week – TC Shipping Monitor
Commodity Traders Outlook: Energy in Focus as Oil Prices Soar, Gasoline and Heating Oil Retrace
Baltic Shipping Index Suffers First Monthly Fall for Three Months in August – TC Shipping Monitor
Baltic Shipping Index Worse Week in Eleven, Falls 12.7% – TC Shipping Monitor
EARNINGS REPORTS
Saudi Aramco Profits Fall Along with Lower Oil Production, Prices and Margins
Amazon Stock Surges 8% After Blow Out Earnings and Raised Guidance
Apple Stock Trades 7% Lower from Record High After Earnings with Disappointing iPhone Sales
ConocoPhillips Earnings Lower with Softer Energy Prices, Raises Production Guidance
Caterpillar Shares Soar to Record High as Earnings Crush Expectations
ECONOMY
US Existing Home Sales Fell 0.7% in August, High Mortgage Rates and House Prices Impacting
Bank of England Maintains Interest Rates at 5.25%, Higher for Longer, Increases QT Pace
Swiss National Bank Surprises Leaving Rates Unchanged at 1.75% Sending Swiss Franc Lower
Federal Reserve Kept Rates at 22-Year High 5.25-5.50% Range as Expected
US Housing Starts Fell 11.3% in August to the Lowest Level since June 2020
ENERGY
Into the Vortex – U.S. Natural Gas Storage Rose +64Bcf Last Week
Around The Barrel – Cushing Crude Oil Stocks Continue to Fall, Imports Lower
Into the Maelstrom – LNG and European Natural Gas Outlook for the Week Ahead
Into the Vortex – U.S. Natural Gas Stocks Increased 57Bcf last Week EIA Reported
Around The Barrel – US Crude Oil, Gasoline and Distillates Stocks Build as Production Increases
FOREX
Forex Traders Weekly Outlook – The Aussie Bounces with Oil, Copper and Iron Ore
Forex Traders Weekly Outlook – US Dollar and Swiss Franc Attracting Safe Haven Flows
Forex Traders Weekly Outlook – Weak China Pressures Yen & Commodity Currencies Further
Russia’s Currency Slide Accelerates, Is the Ruble the New Turkish Lira?
Forex Traders Weekly Outlook – Higher Yields Pressure Yen & Emerging Currencies
STOCKS
Cisco Buys Machine Learning Data Specialist Splunk for $28 Billion
US Weekly IPO and SPAC Monitor: Instacart, Klaviyo, XJet Follow ARM in The Pipeline
US Weekly IPO and SPAC Monitor: SoftBank’s Arm $5 billion IPO Oversubscribed Six Times
Enbridge Becomes Biggest North American Natural Gas Utility After Dominion Deals
US Weekly IPO and SPAC Monitor: Softbank Semiconductor Arm, Gamer Pakistan
TECHNOLOGY
Cisco Buys Machine Learning Data Specialist Splunk for $28 Billion
How to Value SoftBank’s Semiconductor Arm IPO Among the NVidia and AI Frenzy
Amazon Stock Surges 8% After Blow Out Earnings and Raised Guidance
DoubleVerify Stock 14% Lower After Second Quarter Earnings and Scibids Acquistion Deal
