Jan 25, 2017 - Market update

A short review

USD slightly better but still under pressure from investors doubts about Trump policies

No corporate news supporting stocks higher, just reactions to Trump administration (executive orders on Keystone XL and Dakota pipelines)

DAX likely to break 11 692 today (watch Ifo data)

US earnings – strongest growth in operating profits but revenue is lackluster so far

Brasil – US banks published notes yesterday on tactical longs as the economy is turning around

EZ macro still improving

EU-Canada trade deal ready for EU Parliament vote

Brexit – US – EU/Merkel

May flying to US to meet with Trump on Friday

Hoping for a support deal but it is very unlikely

Trump likes to hammer the deals on one-on-one basic, not comfortable with supranational bodies like EU is

Also not comfortable with Angela Merkel who represents the continuity and pragmatic approach

This is something that doesn’t go well with his strategy of creating chaos and headlines

Data

Ifo survey data (GE) expected higher

CBI Industrial trends (UK) seen positive this month

Consumer Confidence Index (BR) seen positive again after three months

USD 3-month LIBOR steadily ticking higher (data as of Jan 17, 2017)

Good luck Champs!

Mr Hawk

  

DISCLAIMER: This material was created for informational purposes only and represents the Land of Trading team’s view of the past and current economic and capital market environment. It is not an investment advice and should not be viewed that way at all, and the creators of this material cannot be held liable for any potential losses resulting from trading, where despite this disclaimer someone would consider this material as an investment advice. All rights reserved ©2016. Contact: landoftradingATgmailDOTcom

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Nov 21, 2016 - Why Angela Merkel will win German elections in 2017 and become the Chancellor for the fourth time?

Simply, because of the change, so no surprise here.

-          She seems to be tired and not bringing anything new but it may be her advantage as Europe desperately needs stability, experience and leadership at this time.

-          Europe needs her as a symbol of stability after few rounds of Greek crisis, ongoing rise of populism in Europe and around the world of which the last proof is Donald Trump becoming the US president. Without the experienced leader, stability, pragmatism and realistic view Europe cannot reinvent itself.

-          All of that is happening when her close allay on international scene Barrack Obama is leaving White House, the UK has no idea how to pursue with Brexit, French president Francois Hollande is not very popular (nicely said) and Marine Le Pen is gaining support on international scene and of course not to forget about Russian president Vladimir Putin who is actively working on creating the chaos and split between Western leaders.

-          Europe needs an experienced leader who can deal with problems like refugees crisis as well as to face the unpredictability that may come from Washington in terms of security and protectionism.

-          Her strength as well as weakness lies in her being the last one who can defend the basic principles of liberalism and free trade. She is very pragmatic and sometimes invisible, what is a good contrast to populists, like those who pushed the UK to Brexit situation.

Angela Merkel’s victory can bring the hope for a change on the continent.

Good luck Champs!

Mr Hawk

DISCLAIMER: This material was created for informational purposes only and represents the Land of Trading team’s view of the past and current economic and capital market environment. It is not an investment advice and should not be viewed that way at all, and the creators of this material cannot be held liable for any potential losses resulting from trading, where despite this disclaimer someone would consider this material as an investment advice. All rights reserved ©2016. Contact: landoftradingATgmailDOTcom

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