So, considering the action of the markets since Wednesday’s Fed, what’s your take now on global risk and market expectations?
We mentioned months ago that when the commodity currencies start to drop, so will risk. Since July, look what’s happened to AUD, NZD, CAD, as well as the commodity complex in general yet risk in terms of US stocks is merely a percent or so away from it’s all time high all on the back of even more QE/Easing coming from worlds CB’s.
With potential QE from Europe next year, irrespective of what Germany feels, this will be the final piece in the puzzle.
Am now waiting for US jobless to start to increase in the US on the back of the shale industry should Oil prices keeps tumbling, If this starts to happen, QE4 in US is just around the corner. Considering the generally poor macro data form US in general, can’t see any rate hikes next year in the US (let alone anywhere else in the world).
At present, all traditional models of valuation are kaput.
your arse is mine i bought a shitload of dec options on good old nikkei its is gonna blast for santa
You didn’t buy a single thing and you know it.
So your current “investment strategy” hinges on speculation that “Santa Claus is coming to town”?
That’s what I call brilliant. Absolutely brilliant.
Blown up again.
Hi Kong,
So, considering the action of the markets since Wednesday’s Fed, what’s your take now on global risk and market expectations?
We mentioned months ago that when the commodity currencies start to drop, so will risk. Since July, look what’s happened to AUD, NZD, CAD, as well as the commodity complex in general yet risk in terms of US stocks is merely a percent or so away from it’s all time high all on the back of even more QE/Easing coming from worlds CB’s.
With potential QE from Europe next year, irrespective of what Germany feels, this will be the final piece in the puzzle.
Am now waiting for US jobless to start to increase in the US on the back of the shale industry should Oil prices keeps tumbling, If this starts to happen, QE4 in US is just around the corner. Considering the generally poor macro data form US in general, can’t see any rate hikes next year in the US (let alone anywhere else in the world).
At present, all traditional models of valuation are kaput.