Weekly Thoughts

Phase one trade deal doesn’t look to be reached by year-endMarkets finished higher after a turbulent week when prospects of a phase one trade deal was thrown into doubt once again. With…

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…

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…

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…

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…

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…

US stocks edge higher led by techs and industrials as Japanese names follow suitThe S&P 500 continued to inch closer to its all time highs as tech stocks continue to lead the…

Japanese market climbs further; 3 key pillars for our long picksAlthough US stocks continue to find resistance with S&P failing to clear its 3000 resistance line, our own market in Japan is…

A volatile week ended in a positive tone from trade talksAfter much speculation about the direction of US/China trade talks that whipsawed the markets, with US blacklisting more Chinese firms and pondering…

US stocks continue to struggle ahead of earnings but no signs of panicUS stocks continued to struggle to make further gains for the third week in a row as investors remained concerned…