Opinions, Page 14
Trends in 2017
US Presidential InaugurationThe inauguration of the 45th President of the United States, Donald Trump will begin on January 19 and will continue for three days. This is reported in the media with reference to Trump’ the graph. The elected president said that on the first day in office as theRead More
Strong US Dollar, Trump and Fed Policy Lead to Recession or New Records in 2017?
Donald Trump believe in the American economy and markets quickly concluded that if Trump would implement his policy, the result will be a trade-in of ‘buy stocks and sell bonds’. The instinct outcome of planning infrastructure projects propels stocks market and might lead to inflation, hence, rate hike probability increases.Indeed, we sawRead More
Virtual Currency Bitcoin Faces Real World Risks
The Bitcoin fairies were at it again this week, first tempting the innocents with the big round $1000 number then smacking them to the tune of a 23% decline when they got too greedy. The price action in this market reminds me of the pork belly market in Chicago inRead More
China and America – The Cold War
There’s been plenty of noise over Trump and how the relationship will evolve with China, Trump’s campaign trail leaving few with hopes of the Republican building stronger ties with China and the Orient.We don’t have to cast our memories too far back into 2016 to recall Trump’s intentions to imposeRead More
Trump’s Policies will Power the Economy in 2017, Yellen’s Policies will Steer It
Although the Fed’s December monetary policy statement made no mention of the effect of Trump’s policies on the country’s economic prospects, many experts have said that Trump’s plans for massive tax cuts and huge infrastructure investment could spur the economic recovery.When asked whether the president-elect’s proposal influenced the projections ofRead More
2016 – The Most Influential People of the Year
Who will we remember from this year, adding the much loved volatility to the markets, providing the investor an opportunity to flourish or in some cases…?Donald Trump would have to be ranked up there as number 1, with Janet Yellen as number two, though Trump may be a little miffedRead More
The Black Swan is Now White
A number of disruptive events have made 2016 the black swan year. Brexit, geopolitical events and mostly Donald Trump convinced us that the black swan is no longer black.Read More
I Believe in Santa Claus Rallies, but Not This Year
Are we going to see a Santa Claus rally in the stock market this year, or did Christmas come early? Given the trend of starting the Christmas season earlier each year with Christmas in July sales, people putting up Christmas lights shortly after Halloween and the celebration of Black FridayRead More
Should We Trade The Fed Rate Decision?
This week is shaping up to be an important time for the currency markets with the release of the Latest interest rate decision form the US Federal Reserve due out on Wednesday followed by an all-important monetary statement.The question is not whether they will raise interest rates from 0.50 percentRead More
Trump Effect May Pressure RBA to Raise Rates in 2017
It was bound to happen. The Donald Trump Effect has jumped the Pacific Ocean and landed in Australia. After enjoying several years of record low interest rates, Australian home buyers are quietly facing rising rates for investor loans. Fixed term rates have also been rising recently so it will justRead More
Major Clash Between Treasury Speculators and Fed Coming in 2017
A major clash between investors who believe the U.S. economy will heat up enough in 2017 to warrant several rate hikes by the Fed and those who believe the Fed will only raise rates one or two times next year is coming.This should affect all the Forex markets because theRead More
Financial Markets Between The Italian Referendum and its Banks: The Apocalypse is Near… or Maybe Not
Markets are “nervous” ahead of the referendum in Italy in December the 4th. The Italian stock index FTSEMIB is underperforming compared to the main European indices, weighed down by the heavy performance of the banking sector. Banks, led by Monte dei Paschi di Siena, are really under tremendous pressure andRead More
Referendum on December 4th Could Decide The Fate of The Euro
The Euro is poised to face a big test this week as Italians go to the polls to vote on constitutional reform which threatens to shake the entire Eurozone and place serious pressure on the European currency.The bill, introduced by Italian Prime Minister Matteo Renzi proposes constitutional reforms to giveRead More
Is The Uptrend on Gold and Silver Already Lost?
First half of the year for Gold and Silver was amazing. The price managed to break the downtrend line and significantly beat the highs from 2015. In the middle of the year, upswing was further driven by Brexit and fear surrounding Deutsche Bank and generally the whole banking system, mostlyRead More
The End Game – Eyes on December Rate Hike
As Things StandA probability of a December rate hike now sits at 96% according to FED Fund Futures, which is as good as it gets from the market’s perspective, as close to a sure thing as you can expect with one final set of stats due ahead of the -13th-14thRead More
OPEC Production Cut Deal: Prepare for Last Minute Decision
Crude Oil prices ended on a weak note on Friday, as investors prepared for OPEC’s official meeting on November 30 in Vienna, Austria. After several weeks of volatile two-sided trading, I have to conclude that the deal to curtail production will get done, but it is going to go downRead More
Will Trump’s Policies Boost The US Dollar Along With Inflation?
Donald Trump is set to embark on some wild economic policies when he takes over the presidency in January, with some fearing the moves will push inflation through the roof on the back of a rising US dollar.Some key pillars of Trumps policies are cutting income taxes, corporate taxes, asRead More
Yellen Fires First Shot in Trump’s Upcoming Battle with Fed
It’s pretty obvious on the charts. Trump mentions fiscal spending and the December E-mini Dow futures contract rallies from 17418 to 18918, or 1500 points in four days. Yellen mentions she is staying and the futures market goes nowhere. These could be signs that the market is fed up withRead More
So What is Trumponomics?
America chose Donald Trump, a billionaire businessman to be the 45th president of the United States, a man of the people, the one who should lead the country and be the leader of the free world.Since Trump spread out his policies, economists and experts vilifying Trump and scorning his views. A closerRead More
How Donald Trump’s Stimulus Hopes Will Affect The Dow Jones
The U.S. presidential election results spiraled through the financial markets last week, impacting positively on the U.S. stock markets, global equity markets and the US dollar.The Dow Jones 30 climbed by 5% last week – the sharpest jump in five years.The new elected president – Donald Trump, pledge to “dismantle the Dodd-Frank Act”Read More