Article

Newsletter #20: A rally built on shaky foundations, euphoria meets risks
Welcome to the twentieth edition of this newsletter, dear readers! The American markets continued to rise over the course of the week and are on their way to reaching their previous all-time highs. Also...

Market outlook - June
Indices – Commodities – Crypto – Forex – Bonds Last week, Moody's rating agency downgraded the credit rating of the US from AAA to AA1, which could potentially lead to...

Meta plans facial recognition for its AI glasses - the next big step?
Smart glasses have long been more than just a toy for tech enthusiasts. With the partnership between Meta and Ray-Ban, wearable AI has finally found its way into mainstream lifestyle. But...

Newsletter #19: Confirmation still pending Investors are becoming more courageous
Welcome to the nineteenth edition of this newsletter, dear readers! The global financial markets are once again experiencing significant developments. From monetary policy decisions and macroeconomic indicators to company-specific news...

TRUMPS TRADE AGREEMENTS - "HOT AIR" or the fine art of concealment?
Donald J. Trump is not a good businessman, but rather someone who already knew in the past how to market something well. "Sell them hot air and call it politics!" -...

Visa and Mastercard launch AI payments - each in their own way
Artificial intelligence is fundamentally changing consumer behavior—and now it is also reaching the world of payments. While Visa is already conducting initial tests with AI-driven payments, Mastercard is working in parallel on...

Newsletter #18: NFP mirage, the strength of the market is deceptive
Welcome to the eighteenth edition of this newsletter, dear readers! NFPs – the labor market report aka the FATA MORGANA Markets went ballistic on Friday due to a "strong" US labor market report. Most...

Macro Fata Morgana
NFPs – the labor market report aka the MIRAGE Markets went ballistic on Friday due to a "strong" US labor market report. However, most market participants are overlooking the reality of this "mirage." The figures...

Newsletter #17: Calmer markets, fragile situation – investors remain vigilant
Welcome to the seventeenth edition of this newsletter, dear readers! The indices recovered slightly last week. We had a relatively quiet week in terms of...

