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US Market Outlook 01 Oct 2018

Posted by Tim Sholl on 01-Oct-2018 23:24:39

Stock indices look strong after a deal was finally agreed between the US and Canada on trade to replace the NAFTA and both will now join Mexico in a new agreement. Markets have strengthened as it shows that the trade disputes between countries may not be so damaging and that compromise can happen. Also news out that the UK government is willing to compromise with the EU  on checking of goods into Northern Ireland which will help the Brexit deal get over the line.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 28 Sept 2018

Posted by Tim Sholl on 28-Sep-2018 23:53:24

Stock indices around the globe are struggling on the final session of the month and quarter as well as the US end of financial year , with fresh concerns about the Italian government which has just agreed to a budget that will see spending increase at a rate considered too fast by the EU. This has spooked the market already concerned about the huge amount of debt that Italy is already carrying and the sluggish growth it generates.

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Topics: Trading, Market News, US Market Outlook

European Market Update 26 Sept 2018

Posted by Tim Sholl on 26-Sep-2018 22:48:44

Markets are waiting for confirmation that the US Fed is raising interest rates again at the meeting in Washington today. Expectations have been solid that they will move to raise rates by 0.25% , but most will be waiting for the discussion about forward projections and the impact that will have on world markets. If the Fed begins to talk about interest rates being close to a neutral level then we may see a reversal in long USD positions and a drop in bond yields . 

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Topics: Trading, Market News, European Market Update

US Market Outlook 24 Sept 2018

Posted by Tim Sholl on 24-Sep-2018 23:25:56

US investors have continued to push stock indices to record highs with the large tech stocks taking a break while the financial sector and the energy sector take the lead. Rising interest rates and a better credit profile for US customers has given the banks the ability to generate rising profits and the rising price for oil is helping the sector. With expectations high that the US Fed will continue to raise interest rates a further 0.25% at the meeting this Thursday most analysts consider that the economy is strong enough for at least a few more in the coming months.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 21 Sept 2018

Posted by Tim Sholl on 21-Sep-2018 23:17:45

Investors continue to look at the positives and keep the risk appetite high as US stock indices hit yearly and record highs . The US dollar has weakened since the start of the month even with rising interest rates and a solid employment market.  The threat from the US/China trade dispute seems to be discounted with analysts believing the actual amounts involved are not yet big enough to hurt the economies.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 20 Sept 2018

Posted by Tim Sholl on 20-Sep-2018 23:23:40

Investors continue to ignore the potential fall out from the US/China trade dispute and instead continue to focus on the underlying strength of the US economy and the ability for companies to grow their profits . Analysts believe that the tariffs placed on Chinese goods mostly at the rate of 10% will not have a large economic input and is unlikely to upset the consumer balance sheet.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 19 Sept 2018

Posted by Tim Sholl on 19-Sep-2018 23:09:46

Markets continue to ignore the potential problems that may arise from the US/China trade dispute and continue to assume that the Chinese will give in to US demands , but I would not be so sure as China is not known to back down . Analysts have estimated that 2.5% of world trade is now affected by tariffs and this would jump to 4.0% if the extra proposals are implemented by the USA. World growth is at risk as business confidence in Asia has fallen to 3yr lows.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 18 Sept 2018

Posted by Tim Sholl on 18-Sep-2018 23:29:08

US markets look set to open up today after the extra tariffs were imposed by the US and then China retaliated as expected. We also see the USD weakening and US 10yr bond yields are at 3.00% close to recent range highs. The weakening currency will help the emerging markets and commodities.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 17 Sept 2018

Posted by Tim Sholl on 17-Sep-2018 23:08:21

US markets are set to open slightly lower today after trade tensions continued to rise as it becomes clearer that President Trump is still keen to increase the tariffs on Chinese goods , while it is also considered likely that China will retaliate with its own list of tariffs. Markets are keenly waiting for any news about the levels of tariffs , with expectations set at a 10% rate.

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Topics: Trading, Market News, US Market Outlook

US Market Outlook 13 Sept 2018

Posted by Tim Sholl on 13-Sep-2018 23:14:39

Markets are more positive today with the release of the US PPI and CPI showing lower than expected inflation numbers which has improved sentiment and weakened the USD.  Stock indices are turning higher in Asia and Europe as the threat of higher interest rates is reduced. Bond yields have dropped slightly so far and Gold , Silver , Platinum and Copper have moved higher.

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Topics: Trading, Market News, US Market Outlook