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Closer European integration and stock prices, and why staying together helps in the FX market  
Closer European integration and stock prices, and why staying together helps in the FX market  

Get our take on why European stocks could be poised for further gains after the EU agreed to closer fiscal integration, and why staying together is good news for the euro.

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Kathleen BrooksJuly 21, 2020
China as the new global bellwether, and why Netflix sell off could be good news for Europe
China as the new global bellwether, and why Netflix sell off could be good news for Europe

Find out why Netflix tanked on the back of its Q2 earnings report, and why China is the new stock market bellwether.

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Kathleen BrooksJuly 16, 2020
Optimism abounds, but it’s right to be cautious
Optimism abounds, but it’s right to be cautious

Find out what Minerva Analysis thinks of Pharma and banking stocks, two of the hottest sectors this week.

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Kathleen BrooksJuly 15, 2020
Gold’s glittery high, but where can it go next?
Gold’s glittery high, but where can it go next?

Find out where gold could go next, but why it still looks like a weak bet vs. stocks

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Kathleen BrooksJuly 8, 2020
Look East for market direction
Look East for market direction

Get Minerva Analysis’ take on why the rally in Chinese stocks is good news for global markets.

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Kathleen BrooksJuly 8, 2020
The great disconnect market reacts with glee to US jobs data 
The great disconnect market reacts with glee to US jobs data 

Markets have had a strong positive reaction to the latest US jobs report, but can it last? We give our case for where financial markets could go next.

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Kathleen BrooksJuly 2, 2020
Payrolls vs. Coronavirus 2.0
Payrolls vs. Coronavirus 2.0

Get our take on what to expect for the June US NFP report and why this may not be giving us a complete picture of the US jobs market.

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Kathleen BrooksJuly 1, 2020
Q3: can it possibly deliver?
Q3: can it possibly deliver?

Get our take on the major themes for Q3, and how they can affect your trading.

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Kathleen BrooksJuly 1, 2020
Is it time to batten down the hatches for Covid 2.0? 
Is it time to batten down the hatches for Covid 2.0? 

Get our take on what the latest wave of selling in financial markets means in the long term, and why a record high for gold is looking likely.

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Kathleen BrooksJune 24, 2020
Bank of England fails to stem GBP decline
Bank of England fails to stem GBP decline

Read why we think that the pound has further to fall, but stocks could be about to rebound.

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Kathleen BrooksJune 18, 2020
The good, the bad and the ugly
The good, the bad and the ugly

Find out what to expect from this week’s BOE meeting, and why the Fed’s latest pledge of support could be a double-edged sword.

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Kathleen BrooksJune 17, 2020
What to trade when the Fed remains in cautious mode
What to trade when the Fed remains in cautious mode

Get our take on the key trading themes that have emerged from the Fed meeting.

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Kathleen BrooksJune 10, 2020
Markets take a breather
Markets take a breather

Markets are taking a breather, but there are reasons to be optimistic. Get our view on how the Federal Reserve meeting could impact markets.

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Kathleen BrooksJune 8, 2020
ECB keeps the taps running, as bonds pick up baton from equities
ECB keeps the taps running, as bonds pick up baton from equities

The ECB have come out with all-guns blazing and Italy’s markets like it. Find out where they could go next, and why things are looking up for the FTSE 100.

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Kathleen BrooksJune 4, 2020
The market rally in the face of social turmoil, an explainer
The market rally in the face of social turmoil, an explainer

Get Minerva’s take on why stock markets are rallying yet protests continue to erupt in the US. Find out why it doesn't mean that investors lack empathy, and while we remain optimistic that the rally could have further to go.

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Kathleen BrooksJune 3, 2020
Trump weighs on tech, with Twitter on the rack
Trump weighs on tech, with Twitter on the rack

Find out why Twitter is coming under attack from the White House and why investors are shunning the stock, for now.

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Kathleen BrooksMay 28, 2020
The Stock market recovery – should we buy it?
The Stock market recovery – should we buy it?

The next stage of the global stock market recovery as the unloved sectors come to the fore. This could be good news for the travel and tourism sector. Read more here.

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Kathleen BrooksMay 28, 2020
EU recovery plan and the euro, will the currency be affected?
EU recovery plan and the euro, will the currency be affected?

Get our take on the latest EU recovery plan, and why it may not make a big difference for Eurozone equities, while the euro could be at risk if the plan is not agreed.

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Kathleen BrooksMay 28, 2020
Three key questions all traders should be asking right now
Three key questions all traders should be asking right now

As the recovery in equity markets stalls for now, we focus on three themes that could drive the markets in the long term. Get our take here.

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Kathleen BrooksMay 23, 2020
Why risk sentiment may improve at the end of this week
Why risk sentiment may improve at the end of this week

Find out why risk sentiment may pick up at the end of this week, and why US jobless claims are the data point to watch.

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Kathleen BrooksMay 14, 2020
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