Konstantin Oldenburger
Is a rising yen positive for the price of gold?
Last Thursday, the Bank of Japan may have intervened in the currency market to support the battered yen.This kind of intervention could be made easier in future with a possible change in US monetary policy from the Federal Reserve. In times of rising or h...
2 months agoUS reporting season in focus: high prices and high expectations
US companies' second-quarter reporting season starts today, and represents the next litmus test for the stock market. In the first half of the year – apart from a few small setbacks – the markets only knew one direction: up. S&P 500 company profits se...
2 months ago
As China’s third plenum begins, here’s what you need to know
China’s third plenum begins this week, running from Monday to Thursday. China’s ruling Communist Party usually holds seven plenums every five years, and the third plenum has in the past been a forum for important economic and political announcements. This...
2 months ago
How could the US election impact the energy sector?
As the US election approaches, discussions are emerging about which sectors might benefit from each presidential candidate. The energy sector is particularly intriguing due to the contrasting approaches of the Trump and Biden administrations. Trump’s "dri...
2 months agoMarkets in sell-off mode – is this a repeat of the 1987 crash?
The first modern global financial crisis, Black Monday, occurred in the autumn of 1987, when the Dow Jones plummeted 22.6% in a single day – the largest single-day drop in history. This event exposed the interconnectedness of global financial markets and...
2 months ago
Nvidia shares – a victim of success?
With sales up 122% and profits soaring 168% year-on-year, it's hard to call Nvidia's Q2 results disappointing. However, given the company’s history of surpassing even the most optimistic expectations, the nearly 7% after-hours drop in its share price is p...
1 month ago
Will the US election be a turning point for oil?
WTI crude oil has recently dropped to around $68 per barrel, marking a 13% decline in just over a week. This is partly driven by China's shift from diesel to liquefied natural gas (LNG), cutting diesel demand by 800,000 to 1 million barrels daily, as 30%...
1 month ago
Tesla's robotaxi event: a decisive moment for Elon Musk
Tesla's robotaxi event on 10 October is crucial for Elon Musk, as he must convince investors of Tesla's ability to lead innovation beyond being a carmaker. While Tesla’s operating figures have improved, its stock remains nearly 40% below its 2021 high. Th...
1 week ago
Could there be an unsung gold rush in 2024?
2024 has become the year of gold, with the yellow metal defying its sceptics, surging 28% and outperforming the stock market as it rushes from record to record. However, many investors are paying little attention to these developments. This suggests price...
5 days ago