(Claudia Horsham, Michael Best, Xie Shi Jie David) Current climate of the bond market Since the Covid crisis began firms and consumers have been cutting back on spending which has led to many companies experiencing cash flow or liquidity problems. Government restrictions in many states, as well as an increase in employees working at home … More Re-emergence of PIK bonds Report
(Thomas Mak) Even before the emergence of COVID-19, commodities markets around the world were already facing ample challenges. With the US-China Trade War substantially weakening the demand for base metal commodities, coupled with the US dollar strengthening back in 2018 after Trump imposed generous tax cuts, global markets witnessed extreme price volatility that unsettled commodity producers and traders. BNP Paribas’ … More Commodities Endgame? BNP Paribas’ retreat
(Nathan Nowbuth and Josh Gill) Casting our minds back to the tail end of 2017 and for the majority of 2018, digital currency, more commonly referred to as cryptocurrency, was the hot topic on every trader’s mind. There are numerous cryptocurrencies which can be purchased such as Bitcoin, Litecoin and Ripple. However, in this article, we will focus on Ether, … More Cryptocurrencies Part 1: The rise and fall of Ether
Background: Figure 1: MXN/USD last 6 months The Mexican Peso is the world’s eighth most liquid currency globally and offers a high level of liquid access to the emerging Latin American region hence, is an important currency for investors. The MXN/USD is the most traded pairing, given the dollar is the most demanded currency. Many … More Exploring the impact of the US presidential election on the Mexican Peso (MXN/USD)
By Khalid Nazir and Koushik Karthikeyan Overview Peloton Interactive, Inc. is a provider of an interactive fitness platform. The Company provides connected, technology-enabled fitness and the streaming of instructor-led boutique classes to its members. The Company operates and manages its business in three reportable segments: connected fitness product segment, subscription segment, and other segments. Its … More Peloton (NASDAQ: PTON) Summary
By Shalin Kothari and Matthew Landon Background: Rolls-Royce is a multinational engineering company based in London. They design, manufacture and service integrated power systems, and are the world’s second largest manufacturer of aircraft engines, as well as the world’s 16th largest defence contractor by revenue. The company does not make money from engine sales due to … More Rolls Royce Report
(Haris Mohammad and Ujan Shrestha) With 2.5 billion cups of coffee consumed every day and coffee sales exceeding $70 billion each year, it is one of the most dependable and widely traded commodities in the world. Such high levels of demand bring high levels of volatility and production, with coffee being the second most traded … More Coffee Analysis & Forecast
(Thomas Mak) The maritime shipping industry has been labelled as the ‘lifeblood of the global economy’. According to the International Chamber of Shipping, more than 50,000 merchant ships travel the seas carrying approximately $4 trillion of commodities like grains, iron ore, and crude oil every year. In light of its significance, the performance of the shipping … More Turning Crisis Into Opportunities: Shipping Companies’ Struggles and Recoveries
(Aidan Miao and Satvik Deolal) Gold is one of the most popular and valuable precious metals of all time. Its shine and value are some of the reasons why gold is used everywhere. Whether it be used jewellery, electronics, or even buildings, gold is popular for its look, regard to be expensive, and other qualities … More Q4 2020 Gold Commodity Outlook
Introduction The world was in shock on Tuesday 4th August when a cataclysmic explosion ripped through the heart of Lebanon, Beirut, where it is estimated that 2,750 tonnes of ammonium nitrate ignited. The deafening explosion has claimed the lives of at least 137 people with over 5,000 wounded and 300,000 being left homeless. The magnitude and intensity … More Blast in Beirut brings the Lebanese Economy to the brink of collapse (USD/LBP Analysis)
(By Malaika Cornelio & Nathan Nowbuth) Background The Yen’s safe-haven status has been contested from the very start of 2019, attributing to its liquidity-and-algorithm-driven ‘flash crash’ just after New Year’s Day. This sudden 3% spike in the yen forewarned the all-year-round inclement market climate that traders prepared to steel themselves against. Next on the gloomy … More Trouble in Paradise: Chronicling the USD/JPY’s Shaky Safe-haven Status
(Haris Mohammad and Ujan Shrestha) Being the lifeblood of industrialised nations, oil has become the world’s most important source of energy since the 1950’s. Its products underpin modern society. Notably used for supplying energy to factories, heating homes and providing everyday essentials including plastics, detergents and even medicines. However, the recent shift towards renewable energy … More Oil – Commodity Analysis and Forecast
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