Weekly Thoughts

US stocks fail to push S&P to new highs-for nowThe US stocks trended lower as concerns about the possible impeachment of the US president and worries about a negative outcome of China…

US Stock market rally takes a pause near record highsAttacks on Saudi oil fields, turmoil in the US repo market and re-emerging doubts a trade deal at the end of the week…

US stock market poised for a big breakoutThe US stock market has continued to advance last week with S&P now trading at a touching distance of its all-time highs. With trade tension…

Tug of war between bulls and bears continuesRisk off, risk on and the cycle of daily presidential tweets continue to keep markets on their toes. With another round of US imposed tariffs…

Trade war escalates as we pas the tipping point for a compromiseThis weekly is a day late mainly because we wanted to see if there are any other issues worth addressing after…

US stocks hold their own in a volatile weekHaving digested trade-related anxieties and growing concerns about a global recession, S&P basically traded sideways despite a volatile intra-week market with US 10 year…

Alarm bells are all ringing as outlook worsensThe US stocks market participants seem to be finally coming to a realisation that indeed, all is not well. Although the domestic economy remains fairly…

All eyes on the strengthening yen as BOJ’s options are all but exhaustedTrade conflicts have once again given an otherwise, bullish US stock market another jolt and as usual, has taken Japan…

US stock market melt-up continues led by technology namesThe liquidity-led rally in US stock market continues as technicals remaining fairly positive with S&P at another record high. Expectations for further rate cuts…

US stock market rally loses momentum as earnings concerns emergeUS stocks struggled to maintain their upward momentum as concerns about slowing global corporate earnings have crept in with weaker activity looking most…