Month / July 2020
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More turbulence ahead as Trump and Abe fight for political survival while Intel shocks
Markets rattled by piling negative developments As we had feared the US stock market is starting to get rattled by number of overlapping negative developments. First and foremost, the fiscal cliffs related…
July 25, 2020 -
US fiscal cliffs and elevated geopolitical risks keep us on the defensive and overweight tech
US fiscal cliffs and raging daily infections could unsettle markets in coming weeksDespite spurts of market excitement over promising sneak peaks in initial test results of Covid-19 vaccines currently in the works,…
July 19, 2020 -
Stock remain well supported for now but dark clouds gathering on the horizon
Recent economic rebound likely to stall leaving a more challenging economic backdropAs tech heavy Nasdaq index continues to reach new highs, S&P has also held steady, looking technically poised to test its…
July 12, 2020 -
Stocks remain supported for now but Trump and Abe’s geopolitics must be watched carefully
Markets remain calm for now but geopolitical tensions rising US stock markets have remained relatively calm for now with tech-heavy Nasdaq once again outperforming other stock indices while VIX or the fear gauge…
July 5, 2020