The Israel-Hamas war, rising US Treasuries yield, high interest rates and weakening AI bubble could all be headwinds to consider.
Source: Bloomberg
Indices Shares Commodities Nasdaq United States United States Treasury security
The BoJ is set to hold their monetary meeting across 30 – 31 October 2023, with market participants holding their breath for possible BoJ policy action.
Source: Bloomberg
Forex Indices Bank of Japan Bond Inflation Japan
Explore how China's surprising 3.9% GDP growth in Q3 influences global markets and investor sentiment. Understand the ongoing geopolitical risks with the US and what Australia's renewed diplomatic efforts mean for trade.
IG Analyst | Publication date: Wednesday 25 October 2023 05:30
Article by Juliette Saly (ausbiz)
In this week's edition of IG Macro Intelligence, we delve into China's economic
As the war between Israel and Hamas escalates, the markets are reacting to the increased geopolitical uncertainty.
Source: Bloomberg
Forex Commodities Inflation Israel United States dollar Hamas
With the Israel-Hamas war continuing to escalate, Brent is steadily rising. Where next for the FTSE 100 oil majors?
Source: Bloomberg
Shares Commodities Gaza Strip Price of oil Gaza–Israel conflict Israel
As the Israel-Hamas war threatens to escalate into regional conflict, long-term FTSE 100 investors are facing yet more volatility.
Source: Bloomberg
Indices Shares China United States Volatility Israel
Nvidia’s made-for-China chips, which were designed to circumvent the chip export restrictions imposed by the US government in 2022, are now hitting the wall.
Source: Bloomberg
Shares Nvidia United States China Price Export
Meta's Q3 2023 results are expected to show a year-over-year revenue increase of 21.11% and an EPS increase of 221.34%.
Source: Bloomberg
Shares Meta Platforms Artificial intelligence Price Advertising Social media
Broad consensus is for the upcoming results to reflect a continued recovery in both Microsoft’s top and bottom-line, in line with the trend over the past two quarters.
Source: Bloomberg
Shares Microsoft Personal computer Net income MACD United States
Rolls-Royce shares have enjoyed an exceptional 2023 on the FTSE 100. Rising geopolitical tensions could see its defence department make further gains.
Source: Bloomberg
Indices Shares Roll-Royce Israel FTSE 100 Small modular reactor
Both Tesla and Netflix will step into the spotlight this week as they unveil their third-quarter earnings on October 18th after the US market closes. What are the expectations?
Source: Bloomberg
With US President Biden planning an Israel visit amid rising Iranian rhetoric, FTSE 100 defence stocks are rising fast.
Source: Bloomberg
Indices Shares FTSE 100 Israel BAE Systems Hamas
With American Airlines slated to release its Q3 earnings on 19 October, the market braces for impact. From lowered earnings estimates to climbing operational costs and market sentiment, delve into what investors should watch for.
Source: Bloomberg
Shares Forex Revenue American Airlines Profit Operating margin
After former CEO Bernard Looney’s exit, BP shares could be ripe for a takeover. Here’s why.
Source: Bloomberg
Indices Shares BP FTSE 100 Big Oil Takeover
As Israel considers the path of escalation, both BP shares and Shell shares could send the FTSE 100 higher this week.
Source: Bloomberg
Indices Israel Hamas Iran Saudi Arabia Israel Defense Forces
Retail trader bias shifts from majority buy to the middle, CoT speculators not far off from extreme sell territory.
Source: Bloomberg
Shares Federal Reserve Revenue Interest Assets under management Interest rates
Monte Safieddine | Market Analy
Phoenix Group, M&G, and British American Tobacco could be the three best FTSE 100 dividend shares to watch next month. These shares are currently the highest yielding on the index.
Source: Bloomberg
Indices Shares Dividend FTSE 100 Dividend yield British America
After oil prices plummet by more than 9%, three major factors are poised to initiate a new upward cycle for the global oil market. How high could this newly formed trend potentially drive the price of crucial energy?
Source: Bloomberg
Price of oil Petroleum Commodit
As Tesla gears up to release its Q3 results on 18 October and with estimates pointing towards an EPS of $0.74 and revenue of $24.21 billion, what strategies can traders employ ahead of the big reveal?
Monte Safieddine | Market analyst, Dubai | Publication date: Thursday 12 October 2023 03:18
When is Tesla's results date?
We can expect to receive the latest figures from Tesla on Wednesday, 18 O
Netflix's Q3 2023 results are expected to show a year-over-year revenue increase of 7.69% and an EPS increase of 12.71%
Source: Bloomberg
Shares Revenue Netflix Price Operating margin Market trend
Some analysts speculate that the recent spike in crude oil prices may be temporary, unless supply or transport disruptions endure. Iran remains a pivotal player, facing potential constraints if entangled in the unfolding conflict.
IG Analyst | Publication date: Wednesday 11 October 2023 02:27
Article written by Juliette Saly
Middle East conflict
Commodity markets have sur