Financial Analysis
-
Markets Attempt to Return to Pre-War Levels
There is an upbeat tone to financial markets this morning, as Europe takes its cue from the US, where stocks…
Read More » -
How Big is The Threat to European Airlines
In market terms, airlines are among the most obvious losers of the war in Iran. This conflict has not only…
Read More » -
Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
Read More » -
Scenario Analysis – What to expect from weekend peace talks
Scenario analysis: what to expect from weekend peace talks Markets are in a jubilant mood as we lead up to…
Read More » -
CoreWeave – Lifeline or Break-through?
CoreWeave is a cloud infrastructure operator and software distributor, both focused on artificial intelligence. It is not a brand as…
Read More » -
Markets – U.S. PCI in Focus While Peace Talks Help Buoy Market Moods
European indices are starting the day in the green, with small gains across the continent. The oil price remains below…
Read More » -
U.S. CPI inflation set to jump to nearly two-year high as Iran war boosts energy prices
The US Consumer Price Index is expected to rise 3.3% YoY in March, sharply up due to higher energy prices.…
Read More » -
Risk Rally Stalls as Ceasefire Comes Under Pressure
Ceasefire optimism has faded on Thursday, as the news flow turned negative from Iran. The rally in global stocks has…
Read More » -
Iran Threatens to End Ceasefire as Markets Remain Sensitive to News Flows
The ceasefire between Iran and the US is dominating the markets today, but stocks and bonds are giving up some…
Read More » -
United Health Group – Medicaid Decision Supports The Price
UnitedHealth Group is the clear leader in the U.S. private health insurance market. Despite a challenging market environment, the company…
Read More »
