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Global Growth to Lead to Reflation & Recovering Commodities
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Market Reaction to Payroll Could Leave Commodities Vulnerable
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Pressure on USD, Strength in Equities to Start New Quarter
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Fresh Threats to the Markets, High Risk Sentiment
The North Korean situation flared up again with fresh threats from their leader, and while the markets have taken these types of threats in stride before, there will be some anxiety that affects risk sentiment.
Markets Exhausted, Significant Lows in Grains
Global markets have not regained a “risk on” tone, but they are showing signs of looking beyond the turbulent events of the past few weeks.
Volatile Week Ahead, Growth in the Long Run
It could be a very volatile week ahead as the market deals with factors that could slow US economic growth in the short term.
A Number of Big-Picture Headwinds Continue to Threaten the Global Economy
Over the past month the markets have been presented with fears of a nuclear attack, a US or Japanese attack on North Korea, more Washington gridlock and one of the worst natural disasters in US history, and yet some equity measures are starting September at all-time highs!
US Dollar Under Pressure As Prospect for Rate Hike Drifts
The Fed symposium in Jackson Hole failed to offer any distinct direction on the state of the US economy, but recent Fed commentary suggested that a government shutdown off the budget ceiling battle and the possible effects from Hurricane Harvey could impact policy decisions next month.
Negative Sentiment Reached Significant Level
The number of negative geopolitical issues has expanded consistently over the last two weeks, and this has undermined the long bull market in equities.