Bull
Politics (with a side of War and Terror) are heavily interwoven with stock markets these days (says Captain Obvious). Markets came under pressure with the Trump/Republican Healthcare reform follies and then Tomahawks, MOAB and terror. Then last week Mnuchin jawboned tax reform and Trump tweeted it. A fantastic package is on the way! This morning […]
Market Talk – French Election Reaction
Early Market Talk Update following French vote: Following the result of the first round vote within France the Asian exchanges were perplexed. One clear message that has been portrayed is that the safe-haven demand has vanished but has yet to reveal risk demand. A lot of what we have seen in the first 12 hours […]
International Economic Week In Review: The Trend Of Positive Global News Continues
Starting in the 4Q16, survey data released by Markit saw a pronounced improvement in sentiment. This was accompanied by the UK’s surprising post-Brexit growth, Canada’s continued exit from its shallow recession, stronger 4Q16 Chinese numbers and nuanced but noticeable improvement in numbers from Japan. The IMF acknowledges these improving numbers in their latest global economic […]
Strong Start To The Week; Cement Stocks Rally
Share markets in India finished on a strong footing tracking positive trend in global markets after the market’s favored candidate, Emmanuel Macron, won the first round of the French presidential election. At the closing bell, the BSE Sensex closed higher by 291 points, whereas the NSE Nifty finished higher by 99 points. The S&P BSE Midcap ended up by 1% while the S&P […]
Hellz Yeah! European Stocks Explode, US Set To Rally As Market Celebrates Macron
The final tally was Macron 23.75%, Le Pen 21.53% and to say markets are relieved would be an understatement. One peculiar thing is that it seems completely lost on everyone that Marine Le Pen did indeed make the second round. So it’s not exactly like populism just fell flat in Sunday’s vote. Rather, the enthusiasm […]
Euro Hits Five-Months High As Macron And Le Pen Advance To Round Two Of French Election
Voters in France rebuked traditional mainstream parties on Sunday by endorsing independent Emmanuel Macron and the National Front’s Marine Le Pen, setting the stage for a high-stakes run-off vote in two weeks’ time. With nearly 90% of the votes declared, Macron held roughly 24% of the popular vote. Le Pen was a close second at […]
What Makes ETFs Tax Efficient?
Exchange-traded funds (ETFs) have many benefits that have caused them to expand in terms of assets and offerings over the past decade. In the United States alone, the ETF industry has grown to over $2.7 trillion in assets.1 Not only are ETFs typically low cost and extremely transparent, a key characteristic and an attractive feature is […]
US Bond Market Week In Review: A More Nuanced Understanding Of The Declining Labor Force Participation Rate
The Federal Reserve is subject to a dual mandate: price stability and maximum employment. Although the unemployment rate is the most commonly reported labor market statistic, since the end of the great recession analysts have correctly observed there are several other methods of measuring the labor market’s health. Additionally, over the last several years, political […]
EU Politicians Breathe A Collective Sign Of Relief
And so the politicians in Europe and Brussels breathe an audible collective sigh of relief as their gold-plated pensions and executive perks look set to be safe for a little while longer, as the single currency lurches and stumbles its way through another potential crisis which now appears to have been diverted. Markets of course […]
Top 4 Trading Assets To Watch This Week – Monday, April 24
Traders are watching the French presidential elections with increased interest. There is growing concern that a shock result could send the Eurozone into a tailspin. The GBP/EUR pair is currently trending marginally higher; however, the French election has resulted in a dramatic weakening of the EUR/GBP in 2017. The EUR/USD pair has also appreciated somewhat, […]
