Month / June 2020
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Markets look well supported for now but wounded Trump could pose a big risk
Despite surging infections we see limited near term downside risks, particularly in Japan stocksAlthough Covid-19 infections have been raging unabated across the world, as we have underlined what matters most in terms…
June 27, 2020 -
Virus fears re-emerge while US presidential election run-up to dominate policies
US infection rates on the rise as White House ignores calls for caution Although Covid-19 infection rates have continued to surge across the world, particularly in Brazil and India, from the stock market…
June 20, 2020 -
Massive cash positions to support stock markets while 2nd wave of Covid-19 has yet to come
Our near term thesis of stocks remaining well supported being testedUS stocks tumbled last Thursday as concerns about the resurgence of Covid-19 infections in some parts of the US and the fast…
June 13, 2020 -
Bears abandon ship as US job growth returns but infection rates must be watched as lockdowns ease
Does anything matter to stock markets?The rally in US stocks continued last week as bears are now throwing the towel in droves. The unexpected surge in the May payroll numbers, a reflection…
June 6, 2020