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,… The recent policy move by the US Federal Reserve to reduce rates by 0.25 was expected by the market, thus not much surprise. What was interesting about this move was… The move by US President Trump to pull a small force out of Northern Syria has resulted in lots of backlash in both the US and Europe. In addition, it… 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… 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… 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…
Market Forecast: Rebound
US FED Decision
Turkey – US and Northern Syria
Market Forecast – Trade War Significant Risk
New US Middle East Policy
Trade War Forecast
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