Key Highlights

  1. The S&P 500, gold, and copper have extended their retreat from the historic peaks observed two weeks ago
  2. Fresh U.S. macroeconomic indicators reinforce our expectation of rate cuts by the Fed later this year
  3. Preliminary year-end results from a Japanese technology company under coverage surpassed our expectations 
  4. The Realized HODL ratio (RHODL) of Bitcoin increased last week, suggesting potential for an uptick in near-term BTC prices
  5. We are resuming coverage on a former top pick

In This Issue

  • Commentary on Companies Under Coverage: Gain insights into companies under coverage that experienced significant developments last week, along with our analysts' commentary and actionable takeaways.
  • FRC Top Picks: Explore the top five weekly performers among our list of top picks.
  • Weekly Mining Commentary: Gain a broader perspective on global equity and metal markets, major developments, trends affecting the mining sector, along with our analysts' predictions, and metal price forecasts.
  • Weekly Crypto Commentary: Stay updated with the latest developments in the crypto markets, including detailed analysis of key parameters such as crypto prices, global market capitalization, hash rates, and valuations of publicly traded crypto companies.