Month / July 2019
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China unlikely to yield on setting industrial policies while US unlikely to lower tariffs leading to a stalemate
US stock market melt-up continues led by technology namesThe liquidity-led rally in US stock market continues as technicals remaining fairly positive with S&P at another record high. Expectations for further rate cuts…
July 28, 2019 -
Japan’s spat with South Korea continues while corporate earnings outlook dimming
US stock market rally loses momentum as earnings concerns emergeUS stocks struggled to maintain their upward momentum as concerns about slowing global corporate earnings have crept in with weaker activity looking most…
July 21, 2019 -
As US equities rally trade conflict hurting Japan corporate earnings
US stocks in blue skies territory as liquidity-driven rally continuesAs noted last week, the US equity market indices have technically entered blue sky territory which could take us much higher. Market participants…
July 13, 2019 -
Japan stock market under-performance set to continue
Global stock market technicals looking strongThe upward bias in global stock markets, led by the US and fuelled by expectations for easier monetary policy remained intact as the melt-up scenario that looked…
July 6, 2019