Month / November 2020
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US equity rally broadens as Japan moves to positive YTD; Tech rally forces us to stop loss
US stock market melt-up continues but Japan continues to shine among other DMsContinued excitement over the likelihood of swift approvals of Covid vaccines in the coming month together with a less combative…
November 29, 2020 -
Despite positive vaccine-related undertone, Trump’s tantrums remain a short-term risk
Markets to remain supported by more positive vaccine news to comeAlthough the positive report of high efficacy of Moderna’s Covid vaccine in trial tests did not have nearly the same impact on…
November 22, 2020 -
Covid vaccines could not come soon enough while Japanese stocks shine
Coming vaccines and treatments buoy hopes for 2021 recovery With last week’s Covid vaccine and treatment announcements, rekindling hopes for normalisation, S&P finished the week near its all-time highs first reached in August…
November 15, 2020 -
US stock rally seemed almost pre-programmed; Japan looks best placed DM equity asset class
US stocks rebound despite a contentious election outcome and surging Covid ratesUS stocks bounced strongly last week, despite the fact that market’s worst fears about a potentially contentious US presidential election results…
November 7, 2020 -
Anxieties re-emerge ahead of the US election while earnings look encouraging
US market mood darkens as fears of uncertainties growThe previous week’s subdued stock market proved to be the calm before the storm as the mood has soured once again with US tech…
November 1, 2020