Today is Tuesday, April 5, 2022, and here is your weekly selection of essential information on financial markets and the global economy from S&P Global Market Intelligence. Subscribe to be informed of each new Insight Weekly.

In this edition, we explore the revenue outlook for the global investment banking industry. Investment banking underwriting and transaction advisory revenue set for hard landing as companies put M&A and IPO plans on hold amid hawkish central bank policies and uncertainty surrounding the Russian-Ukrainian war. But there could be a bright spot for investment banks – the recent increase in M&A activity between credit unions and US banks. A slowdown in these transactions is not in sight, presenting many opportunities for investment banks to increase their advisory revenue.

Short sellers, who bet on a stock’s decline by selling borrowed shares in hopes of buying them back later at a lower price, have steadily increased their positions against all sectors of the U.S. stock market since the start of the 2022, when stocks hit an all-time high. tops. The most significant short-term interest is in consumer discretionary, healthcare and energy stocks amid high global oil prices, soaring inflation and lingering fears over COVID-19 .

Russia’s war on Ukraine has disrupted oil, natural gas and coal supply chains, exacerbating tensions in metals markets and driving up prices for nickel, steel, aluminum, copper and a host of other materials essential to the manufacture of electric vehicles. Electric vehicle makers, already struggling with a shortage of semiconductors alongside the rest of the auto industry, now face challenges securing the metals essential to the batteries that power cars.

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Written and compiled by Louis Bacani