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.
While the first round of tariff wars had little visible impact on the economy, companies or inflation, this time will be different.
Keep an eye on FX markets. If the yuan drops and dollar rises, commodities and cyclical growth stocks will get hit.
Alibaba's Singles Day is the biggest day for retail by far.
A flush of FX outflows threatens a breach of the 7 level vs. the dollar, and commodities will likely follow suit.
The biggest risk right now is the yuan level versus the dollar.
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
The perception of commodities being linked to the Chinese economic cycle made them victims during the harsh selloff.
Turkey's growing currency crisis is sparking widespread concern.
CEO Christian Sewing's restructuring plan aimed at streamlining the business gives glimmer of hope while geopolitical pressures weigh on the share price.