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GraniteShares

Research

Market Commentaries

The Long and Short of it, week ending 31 July 2020

03 August 2020 | GraniteShares

It was a week of sharp contrasts: strong numbers from tech giants, Amazon, Apple, Facebook, on the one hand counterbalanced by significant falls in GDP in the U.S. and eurozone combined with growing concerns about the pandemic. On Friday, the World Health Organization reported a record increase in global coronavirus cases, with the total rising by 292,527, and with Brazil, the U.S., India and South Africa having the biggest increases. In Europe, there has been an uptick in infections, which, in the UK, has led Boris Johnson to postpone plans to re-open high-risk venues such as casinos, as well as the government imposing new quarantine conditions on people travelling into the UK from Spain. Against this backdrop, it is hardly surprising that Willie Walsh, the CEO of IAG, which announced a €2.75 billion rights issue, indicated that he doesn’t think air travel will return to pre-Covid levels until 2023. The banks too face a challenging environment and the ECB this week asked that banks not pay dividends or buy back shares at least until January, three months longer than initially indicated, and expects banks “to exercise extreme moderation on variable remuneration to conserve capital in crisis”. It will review its position in Q4, as will the Bank of England, which indicated that it would conduct a review of any plans by the UK’s biggest banks to pay dividends. The S&P 500 rose on the week driven by the strong quarterly results from the tech giants, which will probably lead to even closer scrutiny from politicians and regulators looking at anti-competitive behaviour. In contrast, the FTSE 100 fell as quarterly results from the blue chips reflected the difficulties facing old economy stocks across sectors such as banks and oil and gas. There were some bright spots, BAE Systems reinstated its dividend and the miners are seeing good levels of demand across different commodities.

Podcasts

Podcast : Launch of S&L ETPs on top performing U.S. tech stocks

15 July 2020 | GraniteShares

Launch of Short and Leveraged Exchange Traded Products on top performing U.S. tech stocks

Real Time Economic Calendar provided by Investing.com.

Regulatory News

GRANITESHARES FINANCIAL PLC (the “Issuer”) GRANITESHARES 3X SHORT TESLA DAILY ETP SECURITIES (the “ETP Securities”) NOTICE OF AMENDMENT OF MINIMUM REDEMPTION AMOUNT

03 August 2020 | GraniteShares

Market Commentaries

The Long and Short of it, week ending 31 July 2020

August 03, 2020 | GraniteShares

It was a week of sharp contrasts: strong numbers from tech giants, Amazon, Apple, Facebook, on the one hand counterbalanced by significant falls in GDP in the U.S. and eurozone combined with growing concerns about the pandemic. On Friday, the World Health Organization reported a record increase in global coronavirus cases, with the total rising by 292,527, and with Brazil, the U.S., India and South Africa having the biggest increases. In Europe, there has been an uptick in infections, which, in the UK, has led Boris Johnson to postpone plans to re-open high-risk venues such as casinos, as well as the government imposing new quarantine conditions on people travelling into the UK from Spain. Against this backdrop, it is hardly surprising that Willie Walsh, the CEO of IAG, which announced a €2.75 billion rights issue, indicated that he doesn’t think air travel will return to pre-Covid levels until 2023. The banks too face a challenging environment and the ECB this week asked that banks not pay dividends or buy back shares at least until January, three months longer than initially indicated, and expects banks “to exercise extreme moderation on variable remuneration to conserve capital in crisis”. It will review its position in Q4, as will the Bank of England, which indicated that it would conduct a review of any plans by the UK’s biggest banks to pay dividends. The S&P 500 rose on the week driven by the strong quarterly results from the tech giants, which will probably lead to even closer scrutiny from politicians and regulators looking at anti-competitive behaviour. In contrast, the FTSE 100 fell as quarterly results from the blue chips reflected the difficulties facing old economy stocks across sectors such as banks and oil and gas. There were some bright spots, BAE Systems reinstated its dividend and the miners are seeing good levels of demand across different commodities.

Podcasts

Podcast : Launch of S&L ETPs on top performing U.S. tech stocks

July 15, 2020 | GraniteShares

Launch of Short and Leveraged Exchange Traded Products on top performing U.S. tech stocks

Real Time Economic Calendar provided by Investing.com.

Regulatory News

GRANITESHARES FINANCIAL PLC (the “Issuer”) GRANITESHARES 3X SHORT TESLA DAILY ETP SECURITIES (the “ETP Securities”) NOTICE OF AMENDMENT OF MINIMUM REDEMPTION AMOUNT

August 03, 2020 | GraniteShares

Market Commentaries

Solid quarterly numbers from the big tech stocks were not enough to keep markets ticking higher, but, after such a euphoric rally in markets since March, it perhaps not surprising that sellers have started to outweigh the buyers. Apart from the speed of the rise, there are plenty of factors to make investors nervous. First, there are growing U.S.- China tensions, which took a turn for the worse with the tit-for-tat closing of consulates in Houston and Chengdu.

Telecoms , Financials , Basic Materials , Energy , Healthcare , Industrials , Consumer Staples

The Long and Short of it, week ending 24 July 2020

July 27, 2020 | GraniteShares
Solid quarterly numbers from the big tech stocks were not enough to keep markets ticking higher, but, after such a euphoric rally in markets since March, it perhaps not surprising that sellers have started to outweigh the buyers. Apart from the speed of the rise, there are plenty of factors to make investors nervous. First, there are growing U.S.- China tensions, which took a turn for the worse with the tit-for-tat closing of consulates in Houston and Chengdu.

Regulatory News

GRANITESHARES FINANCIAL PLC (the “Issuer”) GRANITESHARES 3X LONG BARCLAYS DAILY ETP SECURITIES (the “ETP Securities”) COMPANY ANNOUNCEMENT RE: NOTICE OF AMENDMENT OF MINIMUM REDEMPTION AMOUNT

April 09, 2020 | GraniteShares

Podcasts

Winners of the ADVFN International Financial Awards 2020 announced

March 18, 2020 | GraniteShares

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