With Trump touting a trade deal and more liquidity being pumped in by global central banks, this is a good time for equities, commodities and risk assets.
The market response will not be as simple as 'up on good news and down on bad news.'
The cost will ultimately be small for us and big for them -- and now is the time to do it.
Inflation will be a big theme for 2020 and commodities will benefit the most -- especially copper and iron-ore.
The United States will automatically raise trade duties on close to US$160 billion in Chinese goods on Sunday, unless it issues a formal reprieve. Could we be in for a nasty surprise?
Judging corporate performance into the fourth quarter, sectors to watch and charting these 2 stocks.
Let me take a stab at what's going on here.
Consumer and investor sentiment seem rock solid at the moment.
I have to wonder if the advent of increased exposure to technology has something to do with the incredibly broad lack of situational awareness.
Traders and investors need to stop reacting to Trade War headlines and company outlooks as they are representative of the past and entirely useless.