💥 Hydrogen goes boom

Shhh, no one mention Europe | Barclays is a butterfly, or a cloud? |

Hi Reader, here's what you need to know for May 3rd in 3:00 minutes.

🍭 Last month’s Crowdfunding Club went down a real treat, so we’re back at it. Next up, you’ll hear from co-founder and CEO of InnaMed: find out how he and his crack team are revolutionizing the health sector, one blood test at a time. Sign up here

Today's big stories

  1. The US saw a big pickup in economic growth last quarter, but Europe slid into a double-dip recession
  2. The possibilities of hydrogen are theoretically endless, and so are the investment opportunities that come with it – Read Now
  3. Barclays broke from banks’ recent run of upbeat results to reveal a disappointing update

Worlds Apart

Worlds Apart

What’s Going On Here?

Fresh data showed the US economy was firing on all cylinders again last quarter, even as Europe surrendered to a double-dip recession.

What Does This Mean?

The US economy grew at an annualized rate of 6.4% last quarter – a marked acceleration from the quarter before. That was largely down to an 11% uptick in the biggest contributor to the US economy: consumer spending. Clearly, then, the second government stimulus check and rapid job growth have worked wonders.

Europe wasn’t quite so lucky: its economy shrank 0.6% from the quarter before, officially plunging the region into a “double-dip” recession – that is, two periods of contraction separated by a brief stint of expansion. “My bad,” said Germany: Europe’s biggest and worst-hit economy shrank by 1.7% as consumers halted their spending till the sitüation sörts itself out.

Why Should I Care?

The bigger picture: The gap between both economies is growing.
The regions’ diverging economic performances mainly comes down to the diverging success of their vaccine rollouts. Almost a third of the US population has been fully vaccinated, which has allowed many states to relax their pandemic restrictions. Compare that to major European economies like Germany, France, and Italy, where less than 10% of the populations have had both jabs. At this rate, economists reckon, Europe won’t make up the ground it’s lost from the pandemic until mid-2022 – while the US should be back up to speed in the next few months (tweet this).

Zooming in: Big government isn’t going away.
The stimulus checks – along with various other support measures – are a big part of why US government spending grew by an annualized 6% last quarter. That’s the biggest jump since 2002, and the government isn’t stopping there: the US president’s recently proposed two more spending plans – one focused on infrastructure and the other on families – that would infuse trillions more dollars into the country’s economy over the next decade.

Copy to share story: https://www.finimize.com/wp/news/worlds-apart/

🙋 Ask a question

2. Analyst Take

The Limitless Investment Potential Of “The Fuel Of Tomorrow”

What’s Going On Here?

There’s a lot of talk these days about hydrogen as “the clean fuel of the future”.

And with good reason: the gas can be used to generate electricity, to manufacture chemicals and materials, to fuel cars, and on, and on – all without producing any emissions.

And now that the US president’s infrastructure plan has pledged to support hydrogen-related energy projects, you might want to start paying attention.

Namely, to the companies that produce the gas, or those that manufacture electrolyzers and fuel cells, or those carmakers that have tapped into the trend – the list goes on.

That’s today’s Insight: why hydrogen has gained the reputation it has, and which hydrogen-inclined companies might go boom.

Read or listen to the Insight here

Optical Illusions

Optical Illusions

What’s Going On Here?

Barclays reported a better-than-expected quarterly profit on Friday, but investors saw something very different when they squinted more closely at the British investment bank’s results.

What Does This Mean?

It’s true, Barclays’ profit came in 30% higher than expected, and its stock trading segment’s revenue grew twice as fast as those of its rivals last quarter. But that’s not quite the whole story. See, the revenue it makes from two of its major businesses – advising companies on raising money and enabling investors to trade bonds, currencies, and commodities – only grew about half as fast as other banks. And given that French bank BNP Paribas also saw revenue from its bond, currency, and commodity trading business drop off, investors seemed to take it as a sign that both banks were losing market share – and they sent both companies’ shares down.

Why Should I Care?

For markets: Investors made a rod for banks’ backs.
Neither BNP Paribas nor Barclays’ results were bad exactly, but investors had been hoping for something outstanding. After all, European banks HSBC, Santander, and Deutsche Bank all reported strong earnings last week, with the latter even posting its best quarter since 2014. That preemptively lifted investors’ expectations, and the region’s banking stocks along with them.

The bigger picture: Activist investors may have had a point.
The drawback of a riskier investment banking segment like trading is that a favorable environment can vanish as quickly as it appeared, just like it did for Barclays. That’s partly why a prominent activist investor was pushing for the bank to focus on the reliable – if unexciting – business of savings and loans. And now that rising bond yields are driving up that business’s profitability, the activist in question may feel vindicated…

Copy to share story: https://www.finimize.com/wp/news/optical-illusions/

🙋 Ask a question

💬 Quote of the day

“Better a diamond with a flaw than a pebble without.”

– Jiao Hong (a Chinese philosopher and historian)
Tweet this


Crypto swaps made simple

If you’re a seasoned crypto investor, you’ll know how tricky swapping tokens can be.

Bouncing from one exchange to the next, comparing prices side by side, shelling out fees every time you want to make a swap…

So breathe a sigh of relief: MetaMask’s new Swaps feature lets you access, store, and swap ethereum tokens straight from your MetaMask wallet.

You’ll get more value for your money too: Swaps gives you the best price with the lowest network fees. You’ll even be able to access all decentralized liquidity data in one place.

Save yourself time, cash, and tears: download the MetaMask app today.

Get the MetaMask App

When you support our sponsors, you support us. Thanks for that.

📚 What we're reading

When you support our sponsors, you support us. Thanks for that.

🌎 Finimize Live

🏈 Sports: bringing the world together

American football is the backbone of American culture, soccer is a centerpiece of the European weekend, and foozball – well, foozball is loved by sweaty bar clientele the world over. There’s a lot of love for sports, is what we’re saying, and the CEO of Roundhill Investments reckons that means one thing: Investing In Professional Sports could be a real money-spinner.

📈 The Shift From Growth To Value Stocks: 6pm UK time, May 4th\
⚽️ Investing In Professional Sports: 6pm UK time, May 5th
🤒 The Financial Health Check: 4pm UK time, May 6th
🎉 Crowdfunding Club: 1pm NYC time, May 10th
☄️ The Future Of Commodities: 6pm UK time, May 12th
🤖 NFTs: A Modern-Day Masterpiece?: 5pm UK time, May 13th
♻️ The Green Bond Revolution: 6pm UK time, May 19th
💪 Building A Circular Economy: 5pm UK time, May 25th
🌍 The Hidden Potential Of Emerging Markets: 6.30pm UK time, May 25th
🛍 The Inflation Situation: 2pm UK time, May 27th
🇨🇳 The Surge In China’s Tech Scene: 5pm UK time, June 1st
🤔 How to Understand Fundamental Analysis: 5pm UK time, June 8th

❤️ Share with a friendYour Referrals: 0

Thanks for reading Reader. If you liked today's brief, we'd love for you to share it with a friend. If they sign up on your unique link, you’ll earn some sweet swag.

Share your unique link:


You stay classy, Reader 😉

We’d love to hear your thoughts. Give feedback

Want to advertise with us too? Get in touch

Image Credits:

Image credits: NordWood Themes @nordwood - Unsplash nazlisart - Shutterstock | Olena Yakobchuk - Shutterstock


Update your email or change preferences

View in browser

Unsubscribe from all Finimize Emails


Crafted by Finimize Ltd. | Third Floor, 1 New Fetter Lane, London, EC4A 1AN, UK.

All content provided by Finimize Ltd. is for informational and educational purposes only and is not meant to represent trade or investment recommendations. You signed up to this mailing list at finimize.com or through one of our partners. © Finimize 2021

View Online

Older messages

🚀 Amazon to the moon

Thursday, April 29, 2021

No stock split in sight | Unilever revives buybacks | Finimize Hi Reader, here's what you need to know for April 30th in 3:07 minutes. 🏈 Don't you just love it when that sports team kicks the

⚔️ Apple vs. Facebook

Wednesday, April 28, 2021

Facebook goes to Washington | Apple goes to China | TOGETHER WITH Hi Reader, here's what you need to know for April 29th in 3:03 minutes. ☕️ Finimized over a chemex at The Green Bean in Yerevan,

📈 Google never fails

Tuesday, April 27, 2021

Microsoft gets comfortable | Alphabet nails the big ad pitch | TOGETHER WITH Hi Reader, here's what you need to know for April 28th in 3:04 minutes. 🎉 We're looking for leaders to join our 2021

😎 Europe buys a Tesla

Monday, April 26, 2021

Europe buys a... Volkswagen? | Commodities are a hot commodity | TOGETHER WITH Hi Reader, here's what you need to know for April 27th in 3:11 minutes. 🛢 Oil: we can't live with it, we can't

🥊 Bitcoin vs. bitcoin ETF

Sunday, April 25, 2021

LVMH loves a comfy shoe | Yep, Snapchat's still going | TOGETHER WITH Hi Reader, here's what you need to know for April 26th in 3:11 minutes. 🎉 We're looking for leaders to join our 2021

Fintech News Issue #323

Thursday, August 5, 2021

Draper Esprit, P2P Landing Change, Crypto Lobby, Stablecoins, 7 Insurtechs with Multibillion-Dollar Valuations, Square buys Afterpay See Online Issue 323 2021-08-05 People have too many accounts these

What's this craze about "Buy now pay later" companies?

Thursday, August 5, 2021

Finshots What's this craze about "Buy now pay later" companies? US payments giant Square recently agreed to pay an eye-popping $29 billion to acquire an Australian “Buy now pay later”

Booster shot ban

Wednesday, August 4, 2021

Bloomberg One-fifth of one billion. That's how many coronavirus infections have been confirmed since the pathogen began spreading in earnest 20 months ago, with the actual number almost certainly

💔 Robinhood doesn't love you back

Wednesday, August 4, 2021

Recall me once, shame on you, recall me twice... | Sony saves its progress | TOGETHER WITH Hi Reader, here's what you need to know for August 5th in 3:11 minutes. 😎 Head to our next Crowdfunding

FTT Update: This Newsletter Isn't A Meme Stock (Yet)

Wednesday, August 4, 2021

​ ​ ​ Hi all, Julie here. Writing this in between a lot of meetings today. Thanks again to Public.com for having me on your live event to talk about BNPL! Was fun having a clubhouse-like product built

Go the extra distance with a coach

Wednesday, August 4, 2021

Get 10% off your first coaching session. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Why is El Salvador embracing Bitcoin and why doesn’t IMF approve?

Wednesday, August 4, 2021

Finshots Why is El Salvador embracing Bitcoin and why doesn't IMF approve? In today's Finshots we discuss El Salvador's experiment with Bitcoin and understand why IMF believes this might be

SEC targets crypto

Tuesday, August 3, 2021

Bloomberg Washington, Wall Street and Silicon Valley all want to know: where does Securities and Exchange Commission Chair Gary Gensler stand on cryptocurrency? In an exclusive interview with Bloomberg

😢 China to outlaw fun

Tuesday, August 3, 2021

At least we still have Tetris | European oil companies not good enough for ya, huh? | TOGETHER WITH Hi Reader, here's what you need to know for August 4th in 3:04 minutes. 😎 Our next Crowdfunding

FTT+: Is BNPL A Feature? Standalone? Both?

Tuesday, August 3, 2021

​ ​ What's up everyone—happy Tuesday! No playlist today as I've just been listening to random Drake songs over the past week. I was trying to have a relatively chill Sunday when some huge news