Igor Kuchma

U.S. labor market data was released last Friday, showing that only 175,000 jobs were created in April. The markets reacted with a rise in the S&P 500 and a fall in the DXY dollar index. However, the extent of justified optimism remains questionable. Progress seems evident compared to March, when 315,000 jobs were created, excluding […]

Last week, the Bank of Japan predictably kept its short-term interest rate at 0.0 – 0.1%. The latest estimates suggest that inflation will remain around 2% for the next three years. Although the BOJ hinted at possible rate hikes in the future, it refrained from specifying the monthly government bond purchases to which it had […]

A combination of factors, such as geopolitical tensions and, above all, the Fed’s reassessment of interest rate cuts, has led to a correction in the S&P 500 and Nasdaq, dragging cryptocurrencies lower. On the flip side, the dollar has gained ground, along with Treasury yields. Still, judging by the green numbers in pre-market, there could […]

Geopolitical tensions add some flavor to the markets, but they’re still not enough to bring them crashing down. Overall, the “risk-on” sentiment persists, almost defiantly, against all odds. Investors, seemingly under a spell, keep looking optimistically towards the future, turning a blind eye to the risks. Even digital assets, which took a hit over the […]

Although Tesla has regained the top spot in electric vehicle sales in the first quarter after a loss to China’s BYD, the company is struggling. Increasing competition in the electric vehicle market and falling demand in China due to economic tensions are causing a decline in sales for Musk’s creation. Tesla’s sales figures from January […]

In 2023, temperatures hit record highs thanks to the El Niño phenomenon, resulting in warmer surface waters in the Pacific and subsequently causing hotter and drier weather. Such conditions lead to a decrease in сocoa harvest yields. However, the real kicker is that 2024 could surpass it, which is not good news for anyone. Scientists […]

In the U.S., inflation remains high, threatening plans for a rapid rate cut, but markets remain bullish. Could another bubble be on the horizon? According to Ray Dalio, former head of hedge fund Bridgewater Associates, it is not likely. Even in the tech giants, he sees no warning signs. While valuations may be a bit […]

While Nvidia’s stock may have topped out, it’s not certain that the big market correction is just around the corner. After all, it seems that investors’ pockets are bulging with cash, judging by the recent run-up in Bitcoin, which has surpassed $71,000; Ether, which has surpassed $4,000, and gold, which has hit new all-time highs. […]

In the US, inflation data fell in line with expectations, along with a drop in consumer confidence and a slowdown in manufacturing activity. This increased speculation of a rate cut by the Fed in June. Towards the end of the week, the stock market experienced another uptick in optimism, although nothing compared to the frenzy […]

Nvidia Corp’s excellent earnings report quickly diverted attention away from concerns about worrisome inflation data and the Federal Reserve’s uncertain path to lower interest rates. To know whether the rally will persist, it is essential to remember that, despite AI hype, investors are no longer impulsively buying any AI-associated companies. On the other hand, as […]