According to the May research of @GoldmanSachs "S&P 500 Beige Book" four trends dominated the Q1/2022 conference calls: Recession risk, margin protection, supply chains, deglobalization.
Source: https://t.co/IQ2IE4jHo3
#research#portfolio#investing#trading
What is driving the markets today? Economic worries weigh on markets: China's economy is affected by zero-covid strategy harder than expected. Also sentiment among industrial companies in NY slumps. EU Commission lowers economic forecast
#market#portfolio#investing#trading
Top crypto assets by market cap traded at new lows this week -- except of $ TRON which ended this week with a -7.6% return. $AVAX, the native token for the Avalanche blockchain, had the biggest loss with a 47.5% decline.
#tron#avax#research#crypto#market#investing#portfolio
@elonmusk's Twitter deal is temporarily from the table, because of some problems regarding the amount of Twitter bots in the network. Twitter shares were dumped premarket, while #Tesla gains.
#elon#musk#twitter#stocks#market#portfolio
Even though the Chinese administration denies, the capital Beijing's level of congestion is almost just like the level of Shanghai which is still in lockdown. Will there also be a lockdown in Bejing soon?
#market#china#stocks#portfolio#trading#investing
The three main concerns on stock markets seem to be high inflation, supply chain disruptions and a reassessment on value titles.
#research#market#portfolio#investing#stocks
Has Gold lost its status as safe haven asset? The price per ounce is even falling, although bond and stock prices continue to fall. What happened to its risk-reducing properties? In times of high inflation gold and $BTC prices should be on a rise. Both are assets of belief!
#gold
Rising interest rates on U.S. bonds make investments in Bitcoin less attractive, as the risk-free interest rate on traditional capital market rises. Despite a drop in the price of $BTC, the network's computing power rises to a new record high (228 EH/s).
#BTC#market#research
According to @cryptoquant_com on May 5 and 6 around 11,760 $BTC have been moved to exchanges by short-term investors (< 3 months). This indicates that there is a small portion of long-term BTC holders selling at the moment.
#BTC#market#research#portfolio#investing#bitcoin
Chinese imports and exports are affected by China's COVID lockdowns, which cut demand and undermine production. Limited operations at the largest port in Shanghai affect global supply chains and lead to rising prices. Thus, supply bottlenecks could heat up inflation.
#inflation