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Dramatic Response To French Election

Dramatic Response To French Election

The results of the first round of the French election spurred a dramatic response in the capital markets. Our thesis that there is no populist-nationalist wave sweeping the world is supported by the previous results in Austria, the Netherlands, and now France. The AfD in Germany is wilting in the polls, and there too the center will hold. The populist-nationalist wave seems a […]
US Stocks Advanced Last Week — First Weekly Gain In April

US Stocks Advanced Last Week — First Weekly Gain In April

The US equity market scored its first weekly advance this month, delivering the top performance in April’s third week among the major asset classes, based on a set of exchange-traded products. Vanguard Total Stock Market (VTI) increased 1.1% for the five trading days through Apr. 21, edging out the number-two performer: US real estate investment trusts via […]
EUR/USD To 1.09 While Stocks Surge 2% After French Elections

EUR/USD To 1.09 While Stocks Surge 2% After French Elections

In France, Emmanuel Macron (independent) and Marine Le Pen (Far right) have come out as the two leading candidates of the first round of the presidential elections. The second round will take place on May 7th with Polls indicating that pro-Euro Macron will prevail. With the market now partially relieved that FREXIT will not happen […]
Stock Valuation: Qualcomm

Stock Valuation: Qualcomm

The next stock valuation is about a stock I recently mentioned in my watch list. It will be about Qualcomm (QCOM) and I just want to give you more details why I am positive about buying some shares in the near future. Company Overview Qualcomm Incorporated is a semiconductor company that designs, and manufactures digital wireless […]
Market Update On FDAX Futures

Market Update On FDAX Futures

Besides of the Bund observations I want to share some notes on FDAX as well. The weekly perspective is somewhat one-time framing lower and the daily seem to have found some support after the inside day on Wednesday. Maybe we will see some gap open as EUR/USD (actually, only saw it on USD/JPY and thought to […]
CAD: Canada Outperformer, CAD Underperformer: Where To Target?

CAD: Canada Outperformer, CAD Underperformer: Where To Target?

Canadian figures have been encouraging, but the Canadian dollar has not really enjoyed the fruits. What’s going on? Here is the view from CIBC: Here is their view, courtesy of eFXnews: CIBC FX Strategy Research notes that the turnaround in Canada’s economy over the past six months or so has been pretty impressive, as Canadian GDP […]
EUR/USD Bullish Rally After 1st Round Of French Elections

EUR/USD Bullish Rally After 1st Round Of French Elections

EUR/USD 4 hour The French voters choose novice centrist Macron and far right candidate Le Pen during the first round of the Presidential election in France, which took place on Sunday 23 April. None of the candidates reached the 50% threshold and hence a second round will occur with the two candidates on Sunday 7 […]
Is It Time To Be Bullish On The Dollar?

Is It Time To Be Bullish On The Dollar?

Is it time to be bullish on the Dollar. One thing is for sure….The Dollar is now at a  HUGE support level that could decide longer-term trend. USDX The 98.80-99 level is very important to support. A strong upward reversal at least towards 100.80 could start from current levels. EURUSD As I pointed out a […]
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                        Why Now Is The Perfect Time To Buy U.S. Stocks?

E Why Now Is The Perfect Time To Buy U.S. Stocks?

Right now is one of the best times to buy stocks in years. The past few years have not been conducive to stock market gains. 2014 saw world economies get rocked by crashing oil and commodity prices. 2015 saw emerging markets (namely China) experience rapidly declining economic growth. 2016 saw political uncertainties. But now, the long-term picture is […]
Crise: “Enjoy The Party Markets, But Beware The Hangover”

Crise: “Enjoy The Party Markets, But Beware The Hangover”

The second round of the French elections is set. It’s Macron vs. Le Pen in what’s generally considered to be a market-friendly outcome. The idea is that there’s simply no way Le Pen can come out ahead. And although we can probably take some solace in the fact that this makes two times in a row […]