Markets in Thailand and Tokyo were the main losers on Wednesday, though Asian investors in general appear reassured the worst is over with Iran.
The won, rupee and yuan may turn from the poorest performance in 2019 to solid runs in 2020, while the Iran-induced run to the dollar and yen may reverse fast.
If the currency markets come back to life it will put oil back on the trading screens of speculators.
I see two ways the trade talks can play out from here, and how the effects of each will ripple out into the global economy.
There are a number of important questions stemming from this series of events.
Thoughts on the ISM, trade, Friday's key job report and how to play it all.
it seems that consensus is to interpret anything that can be viewed as bad, as actually bad, and anything that could be good, as an aberration that will soon become bad.
GDP and corporate earnings trends are not favorable and increasingly indicate slowing economies here and abroad.
Manpower Group is seeing significant un-reflected value from past performance, glowing future prospects for the coming three to five years, and a future currency-related rise due to an eventual weakening of the dollar.
These 3 stocks have little overseas exposure and could benefit from dollar strength.