Month / November 2019
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Phase One trade deal looks more certain as does Japan’s out-performance prospect
Phase One deal looks to be in the bag US stock market resumed its year-end rally with S&P hitting new highs before some profit taking set in on Black Friday. Mr. Trump’s decision to…
November 30, 2019 -
Markets turning cautious of a trade deal while Japan looks poised for more upside
S&P rally stalls as trade concerns creep back inS&P’s weekly winning streak came to halt last week as Phase One of US/China trade talks is coming to its business-end and investors are…
November 23, 2019 -
Japan most attractively valued DM; Softbank remains in trouble
US stock market melt-up continuesThe melt-up in US stocks continue with S&P finishing the week above its important psychological 3100 level as hopes for trade talks progressing encouraged investors to put more…
November 17, 2019 -
The significance of BOJ’s regime change
US stock indices touch new highs on better trade talk prospectsUS stock indices continued their march towards record highs, as prospects for more gains and sectoral rotation out of defensives towards industrials…
November 10, 2019 -
Fed’s pause received well while trade talks looking very promising
S&P finally breaks to new highs as short-term hurdles cleared After showing some anxiety about trade, some weaker corporate earnings, mainly from industrials and concerns about the general economic slowdown in earlier…
November 3, 2019