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General - 12 April 2021

Ahead of the game, Ingham Analytics had already analysed the options market which the Financial Times looked at in an article dated 10 April. Recent notes include “Is this true insanity?”, “Is GameStop a bathtub drain?”, “Stop the Game – I want to get off”, “Turkey... Read More

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Turkey shoot?
General - 7 April 2021

Turkey is an emerging market peer for South Africa and recent developments in that country have lessons for hotheads here. Risk expert Andrew Kinsey assesses the currency and bond market effects in "Turkey shoot?"

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Is there an attachment point for equities?
General - 6 April 2021

Ahead of the news yesterday that Credit Suisse has lost $4.7 billion this is a timely analysis. Now, Andrew tackles the bond markets and asks, is there a signal for equities? For those invested in the US and elsewhere this is worth pondering and the answer... Read More

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Archegos goes down, banks blow themselves up
General - 5 April 2021

Derivative instruments in themselves are not a problem provided those engaged in them as a trading strategy adhere to proper risk management procedures and there is transparency. This was manifestly absent in the recent Archegos/ViacomCBS trade. Top market risk expert Andrew Kinsey simply explains the structures... Read More

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Isn't Tom Cruise the star of Mission Impossible?
General - 29 March 2021

If you want an expert take on why ViacomCBS has fallen like a stone, top international trader Andrew Kinsey gives a succinct analysis in "Isn't Tom Cruise the star of Mission Impossible?" And there are other lessons to derive, so if you are exposed to US... Read More

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Is this true insanity?
General - 25 March 2021

Ingham Analytics has issued their second note on GameStop this week, a share trading sensation. The first note was entitled “Is GameStop a bathtub drain? and issued just ahead of the Q4 and full year results whilst “Is this true insanity?” assesses the actual result and... Read More

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Are more treasuries gonna get shaken loose?
General - 24 March 2021

A supplementary leverage ratio is Tier 1 capital for banks over total leverage exposure. In 2020, the US Federal Reserve gave American banks a temporary relief that is due to expire shortly. With government bond yields rising in the US, and global equity markets jittery, does... Read More

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Is GameStop a bathtub drain?
General - 22 March 2021

Ingham Analytics has issued an updated analysis of the GameStop saga in the US, a trade that continues to astonish by its volatility and speculative behaviour. If you’d like to get a better understanding of the short-dated options market in the stock, then Andrew Kinsey gives... Read More

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South African bond yields - COVID-19 infected?
General - 16 March 2021

Hot on the heels of "Rate accelerator" which analysed the interconnection between equity and debt markets and how that is playing out, particularly in the US, Ingham Analytics has issued a locally focused note entitled "South African bond yields - COVID-19 infected?" A nightmare on Church... Read More

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Rate accelerator
General - 15 March 2021

In a chunky Equity & Credit Markets Searchlight entitled "Rate accelerator" Ingham Analytics provide incisive analysis on the interconnection between equity and debt markets and how that is playing out, particularly in the US - which in turn has global implications. There are signs of disruptive... Read More

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