Market Update: Correct Call & Results
The market rebounded sharply yesterday. Our view prior the the rebound was that the market was extremely oversold and that confidence was building in the market thanks to monetary and…
Market Forecast: Rebound
The markets have probably hit bottom after the consistent bad news from the COVID-19 Pandemic. There are two reasons behind our positive market forecast for a rebound in 2021. First,…
Market Forecast – Trade War Significant Risk
We maintain the view that this is just the beginning of a trade war between the US and China. Even if it does not actually happen, the rhetoric will get…
New US Middle East Policy
The US policy in the Middle East will become more anti-Iranian over the next couple of months. The key date here is the Iran Nuclear Deal sign off that Trump…
Trade War Forecast
Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese…
Monetary Policy Forecast
Our monetary policy forecast stays the same. In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…